| Function Activity |
Description |
Sub Function Flag (T if FEA, F if DOI) |
Level |
Function Activity Type |
Service for Citizen Flag |
Child Function Activities |
Parent Function Activity |
Parent Sub-Function |
Parent Line of Business |
| 00: Plan/Evaluate Programs to Inform Decisions on Fire Adapted Ecosystems |
Planning, developing, and reviewing science programs related to fire. Includes all costs associated with: developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning which are included under DOI activity Perform Planning (67).
|
F |
5 |
Process |
T |
|
Fire Planning |
Disaster Preparedness and Planning |
Disaster Management |
| 02: Plan Landscape/Watershed Resource Management |
This work activity includes activity plans (implementation plans) that meet the goal of healthy watersheds and landscapes. These activity plans refine the broad program objectives stated in the land use plan (RMP or MFP), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives.
This work activity includes all costs associated with the preparation of these activity plans: Staff time for preparation, collaboration (outreach, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, NEPA analysis (including T&E consultation and review), coordination and cross-walking with other existing implementation plans, third party contracting, etc. It also includes costs associated with document preparation such as printing, collating, and distribution; training associated with preparing staff to complete these plans; research and data searches; and GIS associated activities.
If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to the land use plan amendment work activities. Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved.
This work activity includes all costs associated with general management planning; reviewing and evaluating issues confronting the parks and statutory requirements for recently authorized additions to the National Park System. This work activity includes all costs associated with conducting special resource studies; in which National Park Service monitors resources that exhibit qualities of national significance, and conducts resources studies where specificially authorized, to determine if areas have potential for inclusion in the National Park System. This work activity includes all costs associated with conducting environmental impact planning and compliance; costs assoicated with preparing environmental impact statements and fulfilling other environmental planning and evaluations required by law; costs associated to support technical efforts in preparing complex documents, facilitate public and agency reviews, and help secure decisions that are legally and environmentally sustainable. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 03: Plan/Evaluate Programs to Inform Decisions on Landscapes, Watersheds, Ma--> |
Planning, developing, and reviewing science programs. Includes all costs associated with developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning that are included in DOI activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 04: Plan/Evaluate Programs to Inform Decisions on Managing Risk from Natural--> |
Planning, developing, and reviewing science programs. Includes all costs associated with developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that programs may be developed and implemented that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning which are included in DOI activity Perform Planning (67).
|
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 05: Plan For Biological Communities |
This work activity includes activity plans (implementation plans) that meet the goal of sustaining biological communities. These activity plans refine the broad program objectives stated in the land use plan (RMP or MFP), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives
This work activity includes all costs associated with the preparation of these activity plans: Staff time for preparation, collaboration (outreach, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, coordination and cross-walking with other existing implementation plans, third party contracting, etc. It also includes costs associated with document preparation such as printing, collating, and distribution; training associated with preparing staff to complete these plans; research and data searches; and GIS associated activities.
If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to DOI activity Prepare Land Use Plan Amendment (31). Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 06: Recover Threatened and Endangered Species |
All labor and operating costs associated with support and participation in the development of recovery plans and/or conservation strategies, all actions necessary to actually implement or facilitate implementation of recovery activities for species listed under the Endangered Species Act.
Recovery Plan Activities include: development of draft recovery plans, revision of existing recovery plans, peer review, publication in Federal Register Notice of Availability, public information meetings, responses to public comment, stakeholder involvement, and development of final recovery plans. Listed species recovery plans, including species conservation strategies, are requirements of the Endangered Species Act.
Recovery Implementation Activities include a wide-range of management actions, such as controlled propagation and habitat protection and restoration that reduce threats or otherwise benefit listed threatened or endangered species populations so that they will stabilize and ultimately increase.
This work activity does not include the development of plans or recovery actions that are led by the National Marine Fisheries Service. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 07: Plan/Evaluate Programs to Inform Decisions on Sustaining Biological Comm--> |
Planning, developing, and reviewing science programs. Includes all costs associated with: developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning that are included in DOI activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 09: Plan Wilderness Area Management |
This work activity includes the costs associated with writing wilderness plans that set wilderness character goals and objectives, management actions, define desirable future conditions, and present current baselines conditions. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 0A: Authorize Use of Cultural and Natural Heritage Resources |
All costs associated with authorizing access to and use of cultural and natural heritage resources when such access, use or related activity is otherwise prohibited. Also includes costs associated with monitoring and documenting permittee performance and resolving disputes and appeals. Authorized uses include, but are not limited to, scientific research and collecting that is permitted; archeological activities (for example ARPA permits); ethnographic studies; and special uses (such as filming) that are permitted.
Excludes costs associated with loans of museum items that are collected under DOI activity Acquire, Dispose, Loan Museum Items (8A). Excludes costs of special events and demonstrations collected under DOI activity Manage Special Events and Demonstrations (W0). |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0B: Manage and Protect Aquatic Resources |
FWS TO PROVIDE ACTIVITY DEFINITION |
F |
5 |
Process |
T |
|
Water Resource Administration |
Water Resource Management |
Natural Resources |
| 0C: Process Oil and Gas Reservoir Drainage Cases |
Reservoir management is a process by which BLM identifies, analyzes, and monitors the geologic, engineering, and economic aspects of Federal oil and gas interests. The oil and gas drainage case resolution work involves reviewing and conducting analyses on each established case to the point where it is retired and/or protective measures are taken. It does not include reservoir management under agreements.
Work to approve a participating area of a unit agreement is not included. |
F |
5 |
Process |
T |
|
Energy Resource Lease Processing |
Energy Resource Management |
Energy |
| 0D: Maintain Oil and Gas Lease Authorizations |
Includes all post-lease actions related to adjudication and administration of leases and other authorizations except BLM rights of ways. Costs include:
Company qualifications,
Name changes,
Mergers,
Bankruptcy proceedings,
Ownership changes (transfers of record title or of operating rights, name changes, mergers),
Lease status changes (effects of resurveys or protractions, production determinations, lease/unit suspensions, permanent change of royalty/rental rate, stripper well royalty rate reductions, lease adjustments based on agreement or drainage resolution actions),
Lease abandonment cost analysis,
Lease changes,
Refund authorizations,
Lease reactivation or reinstatement,
Royalty relief,
Relinquishments/expirations,
Bonding necessary for post-lease authorizations (new bonds or riders, termination) and compliance actions under bonding,
Case closure (expiration, termination, relinquishment, cancellation),
Refund authorizations,
Lease reactivation or reinstatement (Classes I, II & III).
This work activity represents all direct and support work associated with these post adjudication lease activities, including data entry to Case Recordation, AFMSS, or other automated system. It does not include monitoring drilling diligence for the Public Interest Requirement on agreements..
For BLM, in addition to all of the above, geothermal post lease administration shall include geothermal diligent drilling extensions, diligent efforts extensions associated with geothermal leasing, byproducts extensions, unit commitment extensions and significant expenditures. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0E: Manage Wilderness |
This work activity includes the costs, including labor and procurement, associated with monitoring and managing authorized administrative use and special use, and unauthorized use of wilderness. Monitoring is defined as an actual visit by an authorized person to an area to evaluate the integrity of the area's wilderness values. Monitoring should be completed at a minimum of once per month, in the months that area is accessible to the public, or on a different frequency basis if in accordance with an alternative surveillance plan. Does not include the cost of compliance work related to authorized uses.
Administrative use includes permanent road, temporary road, motor vehicle, motorized equipment, motorboat, aircraft landing, mechanical transport, structure, commercial enterprise, or installation in wilderness.
Special uses identified in the Wilderness Act include:
use of aircraft or motorboats where these uses were established prior to wilderness designation,
control of fire, insects, and diseases,
prospecting for minerals,
exercise of valid existing rights related to mining law or mineral leasing,
presidential authorization for water prospecting, establishment or maintenance of reservoirs, water-conservation works, power projects, transmission lines, and other facilities,
grazing of livestock where established prior to wilderness designation
Unauthorized use includes commercial enterprise, permanent road, temporary road, motor vehicles, motorized equipment, motorboats, aircraft landing, mechanical transport, structures, off-highway vehicle use or installations.
This work activity also includes the costs associated with completing specific assessments designed to gather information on wilderness character. Assessments could include acres of unnatural vegetative condition; infrastructure developments (trails, bridges, toilets, shelters, developed water, fences, dams, etc); commercial uses; motorized equipment; or mechanical transport occurring in support of special uses, times motorized equipment or mechanical transport is used in support of administrative uses, or the unauthorized occurrences of a commercial enterprise, permanent road, temporary road, motor vehicles, motorized equipment, motor boats, aircraft landing, mechanical transport, structures, or installations. Assessments will concentrate on those items that have the most significant potential impact on wilderness character. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0F: Process On-Shore Applications for Permits to Drill (APD) Applications |
All work associated with customer requests for the development of oil and gas leases and geothermal leases, in the form of applications to commence drilling activities. Application for Permit to Drill (APD) processing begins with receipt of either a Notice of Staking (NOS) or an APD package from an operator and ends with final disposition of the application. It includes coordination with the operator, surface owners, other Federal and State agencies and public interest groups; review, determination and resolution of legal issues concerning the proposed well; surface and subsurface geological and engineering reviews; completion of NEPA requirements; resolution of resource conflicts, Section 106 & Section 7; and negotiation of conditions of approval (COA). It does not include any work associated with Sundry Notices or geophysical permitting. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0G: Process On-Shore APM/Sundry Notices |
Includes all post-APD operational work as reported on the Sundry Notice form; support costs; records management costs; costs of coordination with the operator, surface owners, other Federal and State agencies and public interest groups. Includes procedural and monitoring operations such as reviewing well completion information, well status, and production capabilities for accuracy and potential problems; subsequent well operations such as re-drilling, reworking, repairing and abandonment. Subsequent well operations may require prior approval and/or subsequent report. Does not include activities related to Applications for Permit to Drill (APD) or geophysical permitting. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0H: Process Oil and Gas Leases |
Leasing includes all direct and support pre-lease activities related to lease issuance including NEPA analysis, parcel description, lease sales, lease issuance, lease renewals and exchanges. Includes the MMS 5-year Oil and Gas Leasing Plan |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0J: Process Coal and Acreage Leases |
This activity covers all work associated with processing coal leases. Includes all actions taken to process new coal leases and fringe acreage leases, including NEPA, GIS support, Section 7 clearances and Section 106 compliance. This activity also includes all cost associated with processing and issuing exploration licenses.
Authorizations should be processed in conformance with existing manuals and handbooks for coal leasing. This includes a review of lessee qualifications and appropriate review of adequate bonding. The workload shall be documented in LR2000 and appropriate action codes shall be consistently entered at time of lease issuance or lease application denial |
F |
5 |
Process |
T |
|
Energy Resource Lease Processing |
Energy Resource Management |
Energy |
| 0L: Process Other Easements/Licenses |
Includes all costs related to processing BLM Geological,& Geophysical permits, Notices of Intent on onshore Federal and Indian surface, easements and licenses not included elsewhere e.g., renewable energy. This includes NEPA analysis, consultations with resource managers and states, technical evaluations and issuance of easement/license. |
F |
5 |
Process |
T |
|
Energy Resource Lease Processing |
Energy Resource Management |
Energy |
| 0M: Process Off-Shore Oil and Gas User Plans & Permits |
Includes the processing, review, and coordination of MMS Plans (EP, DPP, DOCD, Decommissioning, Oil Spill Response, and Deep Water Operations Plans) and any related documents and reports. This includes permits to decommission well, structures, and lease term pipelines, and final site clearance. This also includes the processing, review, and coordination of all related new permits issued such as G&G permits, Applications for Permit to Drill (APDs), Rights of Use and Easements, lease term pipelines, structures, and facilities. Includes work on related survey reports such as high-resolution geophysical, archaeological, and biological surveys, NEPA analysis, studies to support plan/permit decisions and consultation with resource managers, states and other Federal agencies.
For MMS, this activity also includes all work related to the review, coordination, and approval of applications to modify or repair permitted MMS activities, such as Applications to Modity (APM) wells, structures, facilities, and lease term pipelines. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0N: Prepare Vegetation Permits and Contracts |
Includes all costs associated with the preparation and administration of contracts and permits for the harvest of forest products. The major work elements are: sale/permit preparation including reconnaissance, sale/permit area design, product appraisal, environmental documentation, sale/permit advertisement and award, and sale/permit administration including marketing, product receipts, product scaling, compliance inspections and contract/permit closure. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0P: Preserve Land and Aquatic Health |
Includes all work required to manage and protect land and aquatic resources by complying with, monitoring, and applying the regulatory process. DOI will review applicable laws associated with land and watershed ecosystems (marine/coastal, wetlands, and riparian lands) and ensure that permits and proposed projects are in compliance with NEPA and other federal rules. In addition, there can be costs for tangible assets on the ground required to comply, e.g. fences to keep livestock from restricted lands. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0Q: Process Coal Post Lease Actions |
Post-Lease actions includes all actions associated with lease operations after a coal lease has been issued. These actions may include but are not limited to review and approval of mining or exploration plans, lease assignments/transfers, royalty rate reductions, logical mining unit approvals/ disapprovals, lease renewals, lease modifications, bonding modifications, and lease terminations and relinquishments. Work also includes all associated NEPA work where not previously addressed. Does not include inspections or production verification. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0R: Ensure Optional Value of Oil and Gas Resources |
Ensuring optimal value is a process by which a Bureau identifies and analyzes the geologic, geophysical, engineering and economic aspects of oil and gas resources. This work activity is performed to receive either optimal or fair value for the public and to provide interpreted data and information to potential bidders and government decision makers. Evaluations include but are not limited to: FMV (tract evaluations), Field Determinations, Bid Appeal Analysis, NPLs, Reserves estimates, reservoir analysis, regional G&G interpretations, Interpretations of Shallow Seismic, Resource Assessment, Offshore Atlas, New Well Evaluations, GIT, and G&G data management. |
F |
5 |
Process |
T |
|
Energy Supply - Maintain Supply |
Energy Supply |
Energy |
| 0S: Deliver Oil to DOE for Strategic Petroleum Reserve |
All costs associated with DOI’s partnership with DOE to fill the remaining capacity of the Strategic Petroleum Reserve (SPR) with Federal Gulf of Mexico royalty-in-kind (RIK) oil, in response to a Presidential directive issued in November 2001. The Initiative was structured so that MMS manages the supply side logistics of taking RIK oil at Federal offshore lease sites and then accomplishes the aggregation of the oil at onshore market centers. Custody of the oil is passed to DOE, which exchanges it for crude oil of desired quality and ensures that the oil is physically delivered to the SPR sites. |
F |
5 |
Process |
T |
|
Energy Supply - Maintain Supply |
Energy Supply |
Energy |
| 0T: Regulate Energy Resource Use - Coal |
This activity promotes responsible energy (coal) extraction practices at active surface coal mining operations through regulations mandated under the Surface Mining Control and Reclamation Act of 1977 (SMCRA). Activities include the regulation of coal mining on Federal lands and Indian lands, in Federal program states, and in States with approved regulatory programs. This activity includes grants funding for States with primacy, Indian Tribes, or other entities assisting in the implementation of the regulation of coal mining and activities to administer funding provided under SMCRA.
Significant components of this activity include the review of permit applications and revisions (including preparation of any necessary NEPA compliance documents), the completion of mine plan reviews when necessary, determination of performance bond amounts, enforcement of regulatory requirements (including civil penalty assessment and collection), and release of performance bonds for all active permit sites. Other activities include completion of analysis and studies of regulatory issues and conducting programmatic coordination with other Federal agencies |
F |
5 |
Process |
T |
|
Energy Conservation- Regulation of Resource Use |
Energy Conservation and Preparedness |
Energy |
| 0U: Process Oil and Gas Reservoir Management Agreements |
Reservoir management for agreements is a process by which a Bureau identifies, analyzes, designates, approves, and monitors the geologic, engineering, and economic aspects of Fedral and Indian oil and gas interests. This includes establishing spacing involving Federal and Indian lands; diligence reviews on Indian leases; reviewing IMDA agreements; designating, approving and managing unitization, communitization, compensatory royalty, gas storage and other agreements. This activity includes Natural Gas Policy Act (NGPA) well determinations on application. It does not include activities related to drainage resolution. |
F |
5 |
Process |
T |
|
Energy Resource Lease Processing |
Energy Resource Management |
Energy |
| 0V: Process Non-Energy Mineral Licenses, Permits or Leases |
For Exploration Licenses and Prospecting Permits, includes all actions necessary for issuance, whether issued or not. Authorization will be processed in conformance with existing manuals and handbooks for exploration licenses and prospecting permits for non-energy leasable minerals.
For Non-Energy Mineral Leases, includes review of lessee qualifications and review of bonding. Work includes both new authorizations and fringe acreage leasing. Work also includes all associated NEPA, Section 7 consultation, Section 106 compliance and other work where not previously addressed. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 0W: Process Mineral Material Disposals |
All work associated with mineral materials disposed through sales and free use permits.
Includes all costs of processing the applications for contracts and permits, including NEPA Section 7 consultation, Section 106 compliance, and other clearances for processing use authorizations as appropriate. Also includes work related to authorizing sampling and testing. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0X: Process Mining Plans of Operations |
Work includes all actions taken to process/approve a 3809 plan of operation to the point of decision, including NEPA, Section 106, Section 7, even if withdrawn prior to approval. Use when you are reviewing, analyzing, approving, accepting, denying or discussing plans of operations (under 3809 or 3814), with a claimant or operator. Use for all reclamation activities such as wildlife or cultural work necessary for closing an authorized operation. This program element should not be used for inspection efforts, even inspections performed to confirm the success of reclamation. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0Y: Process Mining Notices |
Work includes all actions taken to process and review of Notices, even if withdrawn prior to acceptance. Includes reviewing, analyzing, accepting, denying or discussing notices with a claimant or operator. Use for all reclamation activities such as wildlife or cultural work necessary for closing an authorized operation. This activity should not be used for inspection efforts, even inspections performed to confirm the success of reclamation. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 0Z: Record/Adjudicate Mining Claims/Sites |
Includes all actions taken to complete both adjudication and records notation for all mining claims and sites. This includes any adjudicative work associated with new and existing mining claims such as transfers of interest, affidavits of assessment, amended location notices, PL 359 notices, etc. This program element also includes all adjudicative work associated with processing Notices of Intent to Locate mining claims on Stock Raising Homestead Act lands. In addition, this program element includes the collection of annual waiver of maintenance fee documents collected. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 10: Develop/Review Designated Area Management Plans |
This work activity includes the costs associated with initial documentation to determine the extent and location, and assessment of the condition or current state of natural, cultural and recreation resources as well as other resources affected along the designated trail route, both on the ground and in the office, for trail administration or management purposes.
This work activity also includes work and costs associated with the collection and analysis of baseline data associated with designated Scenic and Historic Trails. Baseline data collection and analysis of social, economic, or scientific information of Congressionally designated rivers or trails needed to develop management plans or for management activities is appropriate. Also included are costs associated with completing specific assessments designed to gather information on Scenic and Historic Trail indicators.
In addition, this work activity includes the costs associated with the development or review and comment of comprehensive management plans, agency land use plans, agency activity or operations plans, environmental assessments or impact statements or other related planning documents that address the management or administration of national scenic or historic trails. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 11: Plan for Protection of Cultural and Natural Heritage Resources |
This work activity includes activity plans (implementation plans) that meet the goal of protecting cultural and heritage resources. These activity plans refine the broad program objectives stated in the land use plan (RMP, MFP), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives.
This work activity includes all costs associated with the preparation of these activity plans: Staff time for preparation, collaboration (outreach, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, NEPA analysis (including T&E consultation and review), coordination and cross-walking with other existing implementation plans, third party contracting, etc. It also includes costs associated with document preparation such as printing, collating, and distribution; training associated with preparing staff to complete these plans; research and data searches; and GIS associated activities.
If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to DOI activity Prepare Land Use Plan Amendment (31). Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 12: Plan for Herd Management |
Establishment and adjustment of Appropriate Management Levels (AML) for Herd Management Areas (HMAs)
All costs associated with the establishment or adjustment of AML for HMAs are charged to this work activity with the exception of the field monitoring or inventory and plans or plan amendments. Monitoring or inventory is charged to the work activity for monitoring HMAs, and plans are charged to the work activity for planning and analysis. Cost charged include time and supplies related to:
Decision development including analysis
Data entry and documentation
Protests and appeals related to AML adjustment or establishment |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 13: Plan/Evaluate Programs to Inform Decisions on Invasive Species |
Planning, developing, and reviewing science programs pertaining to Invasive Species. Includes all costs associated with developing strategic and annual/operating program plans; conducting internal and external reviews of programs; determining science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and evaluations. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs related to Invasive Species. Does not include DOI strategic planning or Bureau strategic planning that are included in DOI activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 17: Plan/Evaluate Programs to Inform Decisions on Energy Resources |
Planning, developing, and reviewing science programs. Includes all costs associated with developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning that are included in DOI activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 18: Prepare Resource Use Plans |
This work activity includes activity plans (implementation plans) which refine the broad objectives stated for Resource Use activities in land use plans (RMP or MFP), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives.
This work activity includes costs for preparation, revision or amendment of activity plans (excluding multi-jurisdictional plans); collaboration (outreach, meetings, public meetings, etc.) with other entities and the public; consultation with tribes; T&E consultation and review, coordination and cross-walking with other existing implementation plans, third party contracting, GIS support; and NEPA analysis (including regional coal lease sale EISs). It also includes costs associated with document preparation such as printing, collating, and distribution.
If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to the land use plan amendment work activities. Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved.
-------------------- |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 19: Plan/Evaluate Programs to Inform Decisions on Non-Energy Mineral Resources |
Planning, developing, and reviewing science programs. Includes all costs associated with developing strategic and annual/operating program plans, conducting internal and external reviews of programs, assessing science and information needs and priorities, and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning that are included in DOI activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 1A: Collect Mining Claim/Site Fee |
All work associated with collecting mining claim/site fees, including annual maintenance fees, transfer fees, and any other fees for mining claims and sites. Does not include adjudication, which is coded to DOI activity 0Z (Record/Adjudicate Mining Claims/Sites). Fee collection shall be processed in conformance with existing manuals, handbooks, and other guidance. |
F |
5 |
Process |
F |
|
User Fee Collection Functions |
User Fee Collection |
Revenue Collection |
| 1B: Determine Mining Claim Validity/Process Mineral Patents |
All work associated with mining claim validity determinations, mineral contests and mineral patent applications is charged to this activity. Work includes all adjudicative actions taken to process the mineral patent applications and mineral contests; and all work to complete the mineral examination of a mining claim, preliminary determinations for uncommon/common variety issues, including mining claims within Wilderness, WSAs and other Special Areas.
The costs of validity examinations to support 3802/3809 valid existing rights should be coded here. This also includes costs of common variety determinations required by 3809. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 1C: Manage Helium |
All work associated with the Federal helium program in three functional areas: crude helium sales ( in-kind and bulk); crude helium storage operation (federal and private); and fee sales and royalty from helium on Federal lands. These include all administrative and mission related activities such as: contract administration of in-kind sales; administration of bulk (open market) sales; transmission of crude helium; storage crude helium-private; maintenance of Cliffside reserve; maintenance of pipeline & gas field; operation of laboratory facilities for investigative work related to program needs; sample analyses; quality assurance; identification of potential payers; adjudication of helium ownership; collection and accounting for revenues; audit payments; performance of surveys to locate and evaluate helium reserves in natural gas; and dissemination of information about helium and the helium program to Federal agencies and the public. Closure operation activities are included in this work activity including: disposal of personal property; disposal of real property; preservation of historic properties; and assessment and remediation of environmental issues.
This work activity also includes all work necessary to authorize specific activities support costs; all costs to perform records management, costs associated with coordinating with other offices and industry. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 1D: Process Non-Energy Mineral Post Lease Actions |
Post-Lease actions include all actions associated with lease operations after a non-energy lease, exploration license or permit has been issued, except inspection and enforcement. These actions may include but are not limited to review and approval of mining or exploration plans, lease assignments, royalty rate reductions, lease renewals, lease modifications, lease readjustments, permit extensions, bonding modifications, lease terminations, and relinquishments and review/approval of mining reclamation plans and licenses. Work also includes all associated NEPA work where not previously addressed. This activity includes post-lease actions for all Indian non-energy minerals |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 1E: Issue Grazing Permits/Leases |
This activity includes all costs associated with issuing or renewing Grazing Permits/Leases. Includes all costs associated with the reportable unit such as:
Processing the renewal of an expiring permit or lease, or issuing a permit/lease resulting from an application; addressing NEPA, Section 106 Compliance, Section 7 Consultation, Land Use Plans, and other concerns as appropriate;
Preparing appropriate terms and conditions and offering a new Permit or Lease;
Preparing a Final Decision on Permit or Lease. (Note: Processing appeals/participating in hearings on appeals is captured under DOI Activity 74 (Process Litigation for Resource Use).
Data management support for Rangeland Administrative System records and GIS support.
. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 1F: Process Indian Pre-Lease Actions - Coal |
Pre-lease Actions Processed for Indian Minerals (All Components) includes all work associated with pre-lease processing for Indian mineral leases for oil and gas, coal and other non-energy minerals. Activities include mineral appraisals and recommendations made to tribes or the BIA in association with the leasing of Indian minerals. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 1G: Process Indian Pre-Lease Actions - Non-Energy Minerals |
Pre-lease actions processed for Indian minerals (all components) includes all work associated with pre-lease processing for Indian mineral leases for oil and gas, coal and other non-energy minerals. Activities include mineral appraisals and recommendations made to tribes or the BIA in association with the leasing of Indian minerals. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 1H: Administer Forest Resources |
This work activity includes:
1) Acres of forest and woodland inventoried by methods that quantify the spatial distribution, composition, and rates of change for forest parameters -- within specified levels of precision -- for the purpose of developing management prescriptions.
2) Acres of forest and woodland commercial timber sale treatment for the primary purpose of providing opportunities for environmentally responsible commercial activity and/or increasing wood fiber production.
3) Planning, field preparation, sale and administration of short form timber sale contracts under $2,500 in value. Includes all vegetative resources sold using the Contract for the Sale of Vegetative Resources (form 5450-1); all vegetative resources, including saw timber sold using the Vegetative or Mineral Material Negotiated Cash Sale Contract (form 5450-5); all Christmas trees sold using the Christmas Tree Tag (form 5450-10); and all fuel wood and Christmas trees sold using joint agency permits.
Appropriate charges include actual inventory or identified surveys, and all costs associated with planning, preparing and administering any inventory or identified survey contracts. Includes extensive and intensive forest inventories, walk-thru forest surveys, field reconnaissance for insect and disease occurrences and field plots for determining forest conditions and treatments. Do not include forest inventory and assessment or insect and disease surveys conducted by the forest services, or inventory for the primary purposes of wildlife, riparian, fisheries, recreation, range, and /or fuels management parameters. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 1P: Issue and Manage Special Recreation Permits for Non Commercial Use |
Special Recreation Permits (SRPs) for Non-Commercial Use includes all activity associated with both authorizing or issuing of non-commercial permits in special areas such as Long Term Visitor Areas (LTVA) and monitoring, managing, directing, and evaluating the specific uses and activities associated with these permits. Generally, these are permits for individual use of special areas. Examples include LTVA permits, river permits, and backcountry hiking or camping permits.
Work associated with the authorization or issuance of these permits includes pre-application consultation, application processing, environmental analysis, prepayment fee collection, and issuance of the permit. Work associated with the managing, directing, and evaluating of these permits and the activities authorized include general management, monitoring, evaluation, compliance, and enforcement of the conditions of the permit and any special stipulations. Also includes all procurement and labor expense associated with the issuance monitoring of non-commercial special area SRPs. |
F |
5 |
Process |
T |
|
Recreation Resource Permits |
Recreational Resource Management and Tourism |
Natural Resources |
| 1Q: Issue and Manage Recreation Use Permits |
Includes all procurement and labor costs associated with the issuance, evaluation, and management of Entrance Permits and Recreation Use Permits (RUPs) at designated entrance fee areas, campgrounds, popular Off Highway Vehicle (OHV) areas and other recreation sites where RUPs are used to authorize use. Includes general management, monitoring, evaluation, compliance, enforcement of the conditions of the permit, and all costs associated with the collection and accounting of funds obtained. |
F |
5 |
Process |
T |
|
Recreation Resource Permits |
Recreational Resource Management and Tourism |
Natural Resources |
| 1R: Issue and Manage Special Recreation Permits For Commercial Users |
Special Recreation Permits for Commercial, Competitive & Organized Groups includes all activity associated with and/or leading to the authorization and issuance of Special Recreation Permits (SRPs) for commercial use (including vending), organized group activities and events, and competitive events. Work includes pre-application consultation, application processing, environmental analysis, NEPA, prepayment of fees, and issuance of the permit. Work also includes annual renewal of multi-year permits, but excludes management and direction of the permit. |
F |
5 |
Process |
T |
|
Recreation Resource Permits |
Recreational Resource Management and Tourism |
Natural Resources |
| 1S: Transfer Grazing Preferences |
Grazing Preference Transfers include all costs associated with the reportable unit including:
Processing the preference transfer; addressing NEPA, Section 106 Compliance, Section 7 Consultation, Land Use Plans and other concerns as appropriate;
Preparing Final Decision on transfer of preference. (Note: Labor and other expenses associated with processing an appeal and participating in a hearing on the appeal is captured under DOI Activity 74 (Process Litigation for Resource Use);
Data management support for Rangeland Administrative System (RAS) records and GIS support. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 1V: Process and Manage Right-Of-Way (ROW) Decisions |
Includes all costs associated with the processing of rights-of-way (ROW) applications and other actions (renewals, assignments, amendments, terminations, cancellations, rejections, withdrawals, relinquished, etc.) which includes resource data collection (e.g., NEPA, Section 106 compliance, Section 7 consultations, GIS and other supporting efforts, etc.); adjudication, including land status checks; application evaluation; docketing; coordination with external groups or customers; determining, collecting and depositing rents and recovery of costs; and authorization work including management reviews.
This work activity does not include work associated with lands and realty compliance inspections. |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 1W: Issue Grazing Use Authorizations |
Grazing Use Authorizations Issued work involves the issuance of, billings, free use permits, exchange of use permits, trailing permits, temporary non-renewable permits during the Fiscal Year and includes:
Preparing stipulations for the authorization
Data management support of Rangeland Administrative System (RAS) records and GIS support
Generating the billing from RAS
Collecting the grazing fee.
Work and accomplishments for transferring grazing preferences should be coded to DOI activity 1S (Transfer Grazing Preferences); work and accomplishments for issuing grazing permits should be coded to DOI activity 1E (Issue Grazing Permits/Leases) |
F |
5 |
Process |
T |
|
Use Authorization |
Conservation, Marine and Land Management |
Natural Resources |
| 1X: Provide Stewardship and Management of Trust Land and Natural Resources |
Activity includes all costs associated with stewardship of trust land and natural resources involving management of these resources and assets, and administration of surface and subsurface leases and permits in the best interest of the individual beneficiaries in accordance with applicable treaties, laws, and regulations as follows:
Assessing trust data in existing legacy systems, data clean up, trust data validation/ correction, and development/implementation of data quality assurance procedures;
Providing stewardship and management of land and natural resource assets in the best interest of the beneficiaries, while fulfilling fiduciary and legal responsibilities. BLM provides approval of operations for mineral leases;
Approving or disapproving leases including NEPA and related environmental clearances, appraisal review, consultations with lessee and lessors, technical evaluations, lease preparation, and issuance;
Acquiring and disposing tribal lands (both tribal and restricted), conducting cadastral surveys, and updating and maintaining title, record and survey information (LTRO and TSO report functions); and
Obtaining appraisal information on trust and restricted lands for tribal and individual Indian owners to determine the fair market value of trust property, using methods and techniques that meet professional standards (i.e., conducting the appraisal, providing consultation services, and review of final appraisal report).
Also includes all costs related to site visits, compliance, competitive sales, support activities, evaluation, fee collection, subleases, assignments, amendments, modifications, cancellations, terminations, and permits. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 22: Plan for Water and Related Resource Use |
Includes all general resource planning related to water management, such as basin-wide or area specific hydrology studies for:
Planning purposes versus studies for operational or environmental purposes
Resource studies
Resource management plans
Geographical Defined Programs (GDPs)
Technical assistance to States, tribes, and districts
Integrated Resource Plans (Rips)
Specific tasks may include: needs assessments, planning, resource identification, alternative development, public involvement, and environmental compliance. This activity does not include work to develop feasibility studies and plans to construct water storage, conveyance or Title XVI Reclamation and Reuse projects or facility modifications. |
F |
5 |
Process |
T |
|
Water Resource Planning |
Water Resource Management |
Natural Resources |
| 26: Prepare and Revise Recreation Activity Plans |
This work activity includes activity plans (implementation plans) which refine the broad program objectives stated for the recreation program in the land use plan (Resource Management (RMP) or Management Framework (MFP) Plan), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives. Examples include Special Recreation Management Area (SRMA) Plans, Interpretive Plans, Interpretive Prospectuses, Business Plans, and other recreation program activity plans.
This work activity includes costs for preparation, revision or amendment of activity plans (excluding multi-jurisdictional plans); collaboration (outreach, meetings, public meetings, etc.) with other entities and the public; consultation with tribes; NEPA analysis (including T&E consultation and review); coordination and cross-walking with other existing implementation plans; and third party contracting. It also includes costs associated with document preparation such as printing, collating, and distribution; training associated with preparing staff to complete these plans; research and data searches; and GIS associated activities.
If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to DOI activity Prepare Land Use Plan Amendment (31). Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved. |
F |
5 |
Process |
T |
|
Recreation Resource Planning |
Recreational Resource Management and Tourism |
Natural Resources |
| 2A: Conduct Wild Horse and Burro Compliance Inspections |
This work activity includes all labor and operational costs associated with conducting compliance inspections of the terms and conditions agreed to by an adopter by signing the Private Maintenance and Care Agreement (PMACA).
Some animals adopted through Private maintenance and Care Agreement (PMACA) receive a compliance field inspection. Personnel, approved volunteers or other authorized officers perform field inspections prior to titling.
Include all costs for volunteers conducting inspections, all costs associated with repossession including care, time and travel relating to all compliance activities, response to mistreatment complaint, time and travel to slaughterhouses for each animal inspection, resulting from reports or complaints of missing titles, data entry and documentation resulting from compliance activities, reimbursement of funds from adopter for escaped animals (as cited in regulations & PMACA) will be pursued and investigations related to violations of the WH&B PMACA.
The issuance of title is included in this work activity. |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2B: Collect, Manage, and Ensure Compliance - AML Fees |
All collection, accounting, audit and related compliance activities associated with ensuring abandoned mine reclamation fees are accurately reported and paid, and that the compliance status of all coal mining permits is known. These include:
Reviewing all coal mining permit transactions recorded by regulatory authorities, and determining those subject to fee payment.
Developing and maintaining the systems to account for billing and collections, and federal/state shares of the funds.
Preparing and processing pre-printed forms and reporting packages that are mailed to coal companies.
Following up with and taking action on delinquent reporters and payers.
Providing coal operators assistance on reporting and record-keeping issues.
Conducting on-site reviews of coal companies’ books and records.
Developing fee policy and regulatory revisions to adapt to changes in the industry and legislation.
Coordinating work with other federal, state, and Tribal organizations involved in coal mining oversight and related activities.
Also includes management of the Abandoned Mine Reclamation Fund, covering:
Investment of funds not needed for immediate disbursement, and
Calculation of payments from the interest earned to the UMWA Combined Benefit Fund. |
F |
5 |
Process |
F |
|
User Fee Collection Functions |
User Fee Collection |
Revenue Collection |
| 2D: Evaluate State Regulatory Programs - Coal |
Includes all activities related to the process of evaluating and assisting States in the administration, implementation, and maintenance of approved programs under the Surface Mining Control and Reclamation Act (SMCRA) of 1977 to regulate coal exploration and surface coal mining and reclamation operations on non-Federal and non-Indian lands. This component involves the development of oversight policy, preparation of performance agreements between OSM and State agencies, conducting evaluation and site visits to coal mining operations for the purpose of data collection and preparation of reports to document the results of the studies and assistance activities. Federal enforcement of coal mining regulations in primacy States may also occur. Activities associated with developing nationwide rulemaking to modify the existing Federal requirements governing the regulation of coal mining operations, providing assistance to States in modifying approved programs, and the review and approval of changes to approved State programs are included in this component. |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2E: Perform Coal Compliance Inspections |
Compliance inspections are conducted after lease operations have been authorized or permits issued to ensure that operations are conducted in accordance with applicable laws and regulations, lease terms, orders, notices of approved permit, and conditions of permit approval. Compliance inspections begin when an activity is permitted or authorized and end when final abandonment is approved or all performance bonds are released.
Includes all support activities associated with inspections including planning of inspections, pre-inspection review of permits, leases or other documents, travel to inspection sites, contacts or coordination necessary for inspection completion, recordkeeping and report preparation. |
F |
5 |
Process |
T |
|
Energy Resource Compliance and Regulation |
Energy Resource Management |
Energy |
| 2F: Perform Oil and Gas Compliance Inspections |
Oil and Gas compliance inspections are actions conducted after lease operations have been authorized to ensure that operations are conducted in accordance with regulations, lease terms, Onshore Operating Orders, notices to lessees and permit conditions of approval. A compliance inspection begins when a well is permitted and ends when final abandonment is approved. Types of inspection include drilling & work-over inspections, environmental compliance, well summary review, USCG inspections, abandonment, meter inspections, and operator training inspections and annual performance review of operators.
Includes all support costs and costs to create/update manual and automated records; coordinating with other offices and industries; developing an inspection plan matrix; other studies related to compliance, conducting inspection and compliance activities. Resolution work involves reviewing and analyzing each established case, enforcement actions (inspection INCs), processing civil penalties, accident investigation, events analysis, etc.
For BLM this does not include geophysical inspections/compliance. |
F |
5 |
Process |
T |
|
Energy Resource Compliance and Regulation |
Energy Resource Management |
Energy |
| 2G: Conduct Realty And Geophysical Compliance Inspections |
Realty Compliance Inspections include: performing onsite inspections of various authorized land actions; document results of inspection (e.g. project is in compliance, project is not in compliance, projects needs authorization modified to accommodate existing development); management review/approval of compliance report and recommendations: issuance of notice of non-compliance, etc.
Includes all work associated with geophysical compliance inspections |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2H: Ensure Compliance and Manage Assets - Mineral Revenues |
All costs associated with ensuring leasable mineral revenues (rents, bonuses and royalties), whether received through in-kind or in-value royalties, are accurately reported and paid in accordance with the terms of the lease. Integral to this process is the asset analysis decision to take royalties in kind or in value, and implementation of royalty-in-kind if determined advantageous to the government. Costs for this activity include surface commingling and measurement applications and production volume verifications. |
F |
5 |
Process |
T |
Audits
Compliance Reviews
Inquiries
Requests
Valuation
|
Energy Resource Compliance and Regulation |
Energy Resource Management |
Energy |
| 2J: Process Trespass/Unauthorized Occupancy Cases |
Work Includes all actions taken to identify, investigate, process or resolve unauthorized or unlawful land and realty uses including: Resource data collection (e.g., NEPA, ESA Reports, section 106 compliance, section 7 consultations, GIS and other supporting efforts, etc.); survey work to determine property lines, etc. Include work even if case is not resolved during the reporting period. Use for all reclamation activities such as wildlife or cultural work necessary for closing an unauthorized or illegal operation where a claimant, operator or other responsible party can be identified. Include all work associated with cost recovery and determining Potential Responsible Parties (PRP) except when a CERCLA violation is confirmed or expected. This work activity does not include efforts on abandoned mine lands.
All work associated with processing lands and mineral trespass and occupancy cases and/or unlawful use. Land issues could include unauthorized residences, signs, power lines, left over buildings and/or construction materials or other unauthorized uses of DOI lands.
Includes all work associated with identifying, investigating, and processing timber or special forest products trespass including field reconnaissance, resource valuation, and restoration activities. Also includes actions designed to reduce the potential for timber or special forest products trespass, such as working with adjacent landowners to identify property lines and DOI property resources.
All work associated with processing fire trespass cases, such as investigation, obtaining background data, etc.
Includes all work associated with processing and resolving unauthorized grazing use. Include all field and office activities involving a specific case resolution, including livestock counts, recounts, settlement negotiations, meetings, reports, impoundments, shipping, redemption or sale, and litigation. Contracts/Interagency Agreements, equipment lease, purchase, rental, brand inspections, sale yard charges, and ranger support charges are appropriately charged here. Begin coding to this program element following completion of allotment compliance inspection.
Administrative and judicial litigation is captured under activity 72, Process Litigation for Serving Communities. |
F |
5 |
Process |
T |
|
Litigation Support |
Criminal Investigation and Surveillance |
Law Enforcement |
| 2L: Inspect and Verify Non-Energy Compliance Mineral Production |
Inspection functions involve monitoring actions from authorizations through completion of a project. Inspections also include all work with authorized users to correct operations which violate use stipulations and/or conditions of approval as well as other post-permit actions. This activity includes all work associated with conducting inspections and production verification mineral material disposals only. Inspection and production verification shall be conducted consistent with existing manuals, handbooks and other guidance.
Coal, non-energy and Indian sand and gravel inspections and production verifications should be coded to DOI activity 2M (Inspect and Verify Production at Solid Mineral Sites - Non-Energy). |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2M: Inspect and Verify Production at Solid Mineral Sites |
Inspection functions involve monitoring actions from authorizations through completion of a project. Inspections also includes all work with authorized users to correct operations which violate use stipulations and/or conditions of approval. Production verification includes all actions to collect and analyze data for independent verifications of production reported by a lessee action. Compliance consists of inspection and production verification actions that occur after permit, license or lease issuance
This activity includes all work associated with conducting inspections and production verification on exploration licenses, coal leases, and other mineral leases. Also includes work related to Indian sand and gravel leasing.
This activity does not include inspections for mineral materials, which is coded to DOI activity 2L (Inspect and Verify Non-Energy Compliance Mineral Production). |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2N: Inspect Locatable Mineral Sites for Surface Management Compliance |
Work includes all actions taken to inspect plans of operations or notices completed under 43CFR3809, or concurrences granted for occupancy under 43CFR3715 for compliance with the terms of the authorizing document. This activity should be used for all inspection work including the writing of inspection reports and case file documentation of inspections and travel time to and from the site inspected. Includes actions taken by non law enforcement personnel pursuant to notices of noncompliance.
Use only when a claimant , operator or other responsible party can be identified. Work does not include inspections of abandoned mine lands. |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 2P: Provide Forage Resource Compliance |
Work activities include the following:
Inspecting to ensure compliance with terms and conditions of a use permit or lease and to detect unauthorized use;
Working with an alleged unauthorized user to resolve unauthorized use, including collection of penalties and reimbursement for damages and costs incurred;
Conducting forage assessments/investigations that evaluate the status, condition, and distribution or other relevant aspects of resources and impact of resource use.
Data collection, management, distribution and analysis required to regulate the safe, efficient extraction of resources and track status and utilization.
Monitoring Grazing Allotments to analyze the effectiveness of management practices, restoration measures or project/treatments in achieving and/or measuring accomplishment of land use objectives and/or rangeland health standards.
Includes all labor and operating costs associated with the reportable unit such as: Planning for the compliance inspections; GIS support, data management support; reporting compliance findings and follow-up recommendations; compliance activities involving unauthorized grazing use resolution and settlement (trespass); contracts/Interagency agreements; equipment purchase/lease/rental |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| 30: Prepare Land Use Plans |
This activity includes all costs associated with the process set forth in law, regulation, and guidance to prepare new or revised land use plans. Includes:
Preparation plan document
All inventory and data collection costs
Scoping Report/Planning Criteria
Draft land use plan/draft environmental impact statement (DEIS) for new or revised land use plans and for management plans
Proposed land use plan and final environmental impact statement (FEIS) for a new or revised land use plan
Resolution of protests on a proposed land use plan/FEIS and preparation of a Record of Decision (ROD) for a new or revised land use plan. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 31: Prepare Land Use Plan Amendment |
This activity includes all costs associated with the process set forth in law, regulation, and guidance to prepare a draft environmental impact statement (DEIS) for a land use plan amendment or EIS level planning analysis. Includes all costs associated with:
Inventory, data collection or update,
Resolving protests on a proposed land use plan amendment/FEIS, and preparing a Record of Decision (ROD) for an EIS-level land use plan amendment
Completing an EA-level land use plan amendment or planning analysis. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 36: Evaluate Land Use Plans |
Activity includes all costs associated with the process set forth in law, regulation and guidance to evaluate land use plans to determine if land use plans are current and address new information and circumstances, court decisions, statutory requirements, current management strategies, and policy requirements. Include all costs associated with evaluating land use plans, including costs to determine if new decisions are needed, impact assessments are valid, mitigation measures are being implemented, new information is available which would affect plan decisions or analysis, or if program or policy requirements are adequately addressed in land use plans (e.g. comprehensive land health standards), updating data, monitoring, and additional inventory if necessary, etc. |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 37: Plan for Public Health/Safety and Property Protection |
This work activity includes activity plans (implementation plans) that meet the goal of reducing threats to public health, safety and property. These activity plans refine the broad program objectives stated in the land use plan (RMP or MFP), outline an implementation strategy for decisions made in the land use plan, and apply best management practices to meet land use objectives. This work activity applies to activity planning in the Hazardous Material, Abandoned Mine Land, Law Enforcement, and Fire programs. Examples include: Fire Management Activity Plans, Fire Mitigation Plans, Hazardous Waste Management Plans, etc. This work activity does not include costs for preparing hazardous fuels reduction plans fire rehabilitation plans. This work activity includes all costs associated with the preparation of these activity plans: Staff time for preparation, collaboration (outreach, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, NEPA analysis (including T&E consultation and review), coordination and cross-walking with other existing implementation plans, third party contracting, etc. It also includes costs associated with document preparation such as printing, collating, and distribution; training associated with preparing staff to complete these plans; research and data searches; and GIS associated activities. This work activity includes the costs of preparing mitigation plans and/or participation in the development of wildland urban interface community fire management plans. Costs may include public meetings, collaboration, technical assistance, preparing contracts/agreements, preparing plans, and assisting in the development of implementation strategies. If a land use plan amendment is required prior to approval of an activity plan, and the land use plan amendment and the activity plan are being prepared concurrently, the cost of the concurrent effort through the approval stage of the plan amendment should be charged to the land use plan amendment work activities. Following approval of the land use plan amendment, costs of finalizing the activity plan should be coded to this work activity. A unit of accomplishment should be reported for the plan amendment when it is approved, and an additional unit of accomplishment should be reported for the activity plan when it is approved.
|
F |
5 |
Process |
T |
|
Crime Prevention Functions |
Crime Prevention |
Law Enforcement |
| 38: Plan/Evaluate Programs to Advance Knowledge and Inform Decisions |
Planning, developing, and reviewing science programs. Includes all costs associated with developing strategic and annual/operating program plans; conducting internal and external reviews of programs; assessing science and information needs and priorities; and coordinating crosscutting regional, national and international science planning efforts. This encompasses all work leading to completion of program plans, reviews and assessments. Some of these activities are done in collaboration with customers, stakeholders, and partners so that we may develop and implement programs that are responsive to society’s highest science priority needs and improve the effectiveness and impact of programs. Does not include DOI strategic planning or Bureau strategic planning which are included in DOI work activity Perform Planning (67). |
F |
5 |
Process |
T |
|
Resource Planning |
Conservation, Marine and Land Management |
Natural Resources |
| 3A: Inspect Commercial Special Recreation Permits For Compliance |
Commercial Recreation permit compliance includes all activity associated with managing, directing, and evaluating the authorization of recreation permits for commercial (including vending) use, organized group activities and events, and competitive events.
Work includes general pre and post event/activity management, monitoring, evaluation, compliance, and enforcement of the conditions of the permits and any special stipulations. Work also includes processing annual fees, annual use reports, insurance renewals and evaluations. Also includes all procurement and labor expense associated with the management of recreational permits for commercial use, (including vending), organized group activities and events, and competitive events. Includes renewal of permits issued in previous fiscal years. |
F |
5 |
Process |
T |
|
Recreation Resource Permits |
Recreational Resource Management and Tourism |
Natural Resources |
| 3E: Conduct Port Inspection Activities |
The purpose of conducting these inspection activities is to produce compliance and information for internal and external stakeholders so that they can provide corrective or enforcement actions as necessary, and provide status information to decision makers. Inspection activities include:
Permit inspection and verification
License fee collections
Document inspections
Inspection of wildlife/animals
Species identification
Brand identification
Site inspections
Training
Inspections (internal) centers/programs
Policy compliance inspections
Data entry/analysis |
F |
5 |
Process |
T |
|
Regulatory Compliance |
Criminal Investigation and Surveillance |
Law Enforcement |
| 3F: Evaluate AML Remediation |
Includes all actions related to on-site evaluation of Abandoned Mine Land (AML) problems before, during, and after remediation activities. Evaluation involves documentation of site-specific conditions of an AML problem site and assessment of sites to determine if remediatio activities were effective.
Includes all support activities associated with site evaluation, including planning of site evaluation, information review, travel to sites, data collection, field measurements, and report preparation. |
F |
5 |
Process |
T |
|
Environmental Remediation Functions |
Environmental Remediation |
Environmental Management |
| 3G: Process Hazmat Cost Avoidance/Recovery Cases |
All costs (labor and operations including equipment, travel, and contracts) associated with the planning, conducting, overseeing, and documenting the activities described below should be charged to this activity.
Referring cost avoidance/cost recovery cases to the solicitor for cost recovery or enforcement.
Preparing Scopes of Work (SOW) to be attached to agreements or orders under the Comprehensive Environmental Restoration, Compensation Liability Act (CERCLA).
Coordinating and participating with the Solicitor during CERCLA or Oil Pollution Act (OPA) cost avoidance/cost recovery cases. Costs include all activities associated with discovery, including negotiations, meetings and travel, contractors and contract management.
Preparing Damage claims and demand letters. Costs include all direct and indirect costs associated with these tasks.
Non-law enforcement personnel coordinating and participating with law enforcement on a non-criminal cost recovery/cost avoidance case.
Training associated with the above activities, including participation in the development of training and policy/guidance to improve processes described above. |
F |
5 |
Process |
T |
|
Pollution Prevention - Hazmat |
Pollution Prevention and Control |
Environmental Management |
| 3H: Ensure Safety Compliance in DOI Facilities/Public Lands |
Includes all costs (labor and operations including equipment, travel, materials, and contracts) associated with planning, conducting, overseeing, and documenting the following activities:
Safety inspections after lease operations have been authorized to ensure that operations are conducted safely in accordance with regulations, lease terms, and operating orders, notices to lessees, and permit conditions of approval. Types of inspections include drilling and work over inspections, and operator training inspections and annual performance review for operators.
Site verifications/assessments/evaluations of other hazards and risks on public lands including risk assessments within the wildland urban interface
Environmental, health, and safety compliance audits at DOI facilities
Creating and maintaining administrative/case record files, reports, and databases associated with site verifications/evaluations/assessments. Including collection, analysis, management and distribution of data.
Notifications associated with site/facility assessments/evaluations.
Training activities associated with the above activities, including participation in the development of training and policy/guidance to improve processes described above.
Providing technical assistance in the evaluation of these hazards. |
F |
5 |
Process |
T |
|
Property Protection Functions |
Property Protection |
Law Enforcement |
| 40: Manage Watershed Health and Landscapes |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 41: Manage Biological Communities Sustainments |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 42: Manage Cultural Protection & Heritage Resources |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 43: Manage Public Resources: Energy |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
General Management
|
Energy Resource Management Functions |
Energy Resource Management |
Energy |
| 44: Manage Public Resources: Non-Energy |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 45: Manage Public Resources: Forage |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 46: Manage Public Resources: Forest Products |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 47: Manage Public Resources: Water |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Water Resource Administration |
Water Resource Management |
Natural Resources |
| 48: Manage Public Resources: Hydropower |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Energy Supply - Power Generation |
Energy Production |
Energy |
| 4A: Construct Shrub/Grass/PJ/Forest Projects |
Includes all labor and operating costs associated with the reportable unit such as:
Project planning;
Equipment purchase/lease/rental;
Environmental assessments,
Cultural/Heritage resources clearances; and T & E species reviews and consultations;
Preparation of Rangeland Improvement Permit or Cooperative Rangeland Improvement Agreement;
Survey and design, easement acquisitions as necessary,
Work preparation, supply acquisitions, construction costs, cleanup at completion; labor in the field and the office,
GIS support, data management support
Contracts/interagency agreements.
Number of projects in shrublands, grasslands, pinyon juniper woodland and forested vegetation types that were constructed to benefit the following. Includes new projects with contributed funds.
Wildlife species;
Botanical resources;
Threatened, Endangered or BLM Special Status Species of Plants and Animals;
Watershed health;
Livestock grazing,
Wild horse or burro habitat; and
Multiple resource needs.
Projects are typically constructed at a given point on the ground and require periodic maintenance to continue to function. Treatments, on the other hand, typically are spatial vegetation and/or soil manipulations modifying ecological processes.
Wildlife and botanical/plant projects include spring developments, fencing for protection of critical wildlife/plant areas, guzzler installation, nesting platforms, erosion control structures, etc. and are designed as a result of wildlife/plant habitat or watershed analysis. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 4B: Manage/Protect Museum Items |
Includes all direct and incidental costs related to managing/protecting Museum Items from any kind of threat. Includes costs of museum management and staff, mitigation/elimination of threats, monitoring environmental conditions such as those identified in the Preservation and Protection Standards Checklist.
Does not include the cost of constructing museum buildings, museum exhibits, or displays that are collected under DOI activity Manage Cultural and Natural Resources Exhibits and Information (R1). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 4C: Construct Water Conveyance Facilities |
This activity entails construction of new or expanded facilities (such as, but not limited to, water conveyances, water diversions, rural water projects, etc. and necessary appurtenances) and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct water conveyance facilities. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4D: Maintain Roads |
This activity entails performing maintenance or deferred maintenance on existing roads and associated appurtenances, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair roads and associated appurtenances. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4E: Maintain Surface and Ground Water Systems |
Includes all compliance work associated with maintaining water quality, as measured by the percent of surface waters that meet State (EPA approved) Water Quality Standards, and surface and ground water quantity in system directly controlled by or influenced by Department of Interior, consistent with applicable federal and state law. This includes regulatory staff activities required to comply with management plans, whether in the field or office, contracted work for the same compliance work, and equipment purchased or leased. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4F: Treat Shrub/Grass Vegetation |
Shrub and Grassland Vegetation Treatments includes all labor and operating costs associated with the reportable unit such as: project planning, environmental assessments, cultural/heritage resource clearances and T & E species reviews and consultations. Preparation of Rangeland Improvement Permit or Cooperative Rangeland Improvement Agreement, survey and design, easement acquisitions as necessary, work preparation, supply acquisitions, treatment costs, cleanup at completion, labor in the field and the office, GIS support, data management support, contracts/interagency agreements, equipment purchase/lease/rental.
Wildlife and botanical/plant treatments include site manipulations to promote growth and/or vigor of certain plants, and vegetation types specifically designed as a result of wildlife /plant habitat or watershed analysis. Includes grasshopper and Mormon cricket control. Do not report integrated weed management treatments. Report wildlife, botanical or watershed treatments in forested ecosystems under DOI activity G1 (Manage Forest and Woodland Commercial Sales). Treatments coded/reported here must be in accordance with approved management plans, but do not have to originate in any specific type of plan. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 4G: Maintain Shrub/Grass/Pine Juniper (PJ)/Forest Projects |
Shrub, Grassland, PJ, Forest Projects Maintained covers work associated with maintenance of projects in shrubland, grassland, pinyon juniper woodland and forested vegetation types that are maintained to benefit wildlife species; botanical resources; threatened, endangered or BLM special status species of plants and animals; watershed health; livestock grazing; wild horse or burro habitat; and multiple resource needs.
Includes all labor and operating costs associated with the reportable unit, such as project planning, NEPA, environmental assessments, Section 106 compliance, Section 7 consultation, supplies, maintenance costs, cleanup, reporting, data administration, contracting, cooperative/maintenance agreement reviews and equipment purchase/lease/rental.
Also includes collecting condition and maintenance needs and use data associated with existing and new developed water sources on public lands, including springs, water holes, stock ponds, pump chances, reservoirs, wells, and guzzlers. The data collected can include verification of the location of the water source, quantity/quality and capacity measurements, diversion and storage systems, determination of the type and quantity of beneficial uses associated with the water source and identification of maintenance needs. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 4H: Operate Dams/Water Storage Facilities |
Includes all costs associated with operation of dams/water storage facilities. Operations include, but are not limited to: making and scheduling releases; developing standing operating procedures; training operators; monitoring instruments; measuring releases; preparing for dam emergencies, day-to-day management of facility grounds; and necessary environmental work directly related to ongoing operations of the facility. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4J: Operate Conveyance Facilities |
Includes all costs associated with daily operation of conveyance facilities, including canals and well fields; laterals; waterways, including tunnels; and pumping plants. Operations include but are not limited to: controlling water flows; controlling treatment processes; developing operating procedures; training operators; monitoring instruments; preparing for emergencies; reviewing conveyance facilities and pumping plants for operation, maintenance, safety deficiencies; day-to-day management of facility grounds; necessary environmental work directly related to ongoing operations of the facility; work associated with repayment contracts, operations-related science and technology research, and facility security management (law enforcement, guards, etc..). |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4K: Construct Buildings |
This activity entails construction of new or expanded buildings (such as, but not limited to, office buildings, warehouse facilities, fire facilities, etc.) and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct buildings. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4L: Reduce Dam Safety Risks |
This activity includes all work and costs to complete risk reductions, such as labor, materials, designs, award of necessary contracts, construction management and coordination. Includes all work under Safety of Dams Program, excluding work to inventory and assess risk to the downstream public, which is under Protect Lives and Property. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4M: Maintain Water Conveyance Facilities |
This activity entails performing maintenance or deferred maintenance on existing facilities (such as, but not limited to, water conveyances, water diversions, rural water projects, etc. and necessary appurtenances) and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair water conveyance facilities. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 4N: Construct Dams/Water Storage Facilities |
This activity entails construction of new or expanded dams and water storage facilities and necessary appurtenances, and the use of a Facilities Maintenance Management Systems (FMMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct dams, water storage facilities and necessary appurtenances. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4P: Maintain Hydropower Facilities |
Includes all work necessary to maintain and extend the life of the physical plant infrastructure to provide generation capability, reliability, availability, and transmission on a long-term basis. Examples include circuit breaker replacements, overhaul of generating units, refurbishment of ring gate seal and maintenance expenses and the maintenance portion of joint costs. This activity entails performing Maintenance or Deferred Maintenance on existing facilities and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair these type facilities. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Energy Supply - Power Generation |
Energy Production |
Energy |
| 4Q: Inventory DOI Facilities and Assess Facility Conditions |
This activity entails performing inspections to determine structural integrity and functionality of facilities, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work to be performed. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, inspections, equipment rental, and contract supervision |
F |
5 |
Process |
F |
|
Facilities Management Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4R: Increase Power Supply |
Those physical plant modifications undertaken that appreciably increase the amount of potential megawatt capacity. This includes capital investments such as upgrades, turbine runner replacements and turbine rewinds to existing generating units. |
F |
5 |
Process |
T |
|
Energy Supply - Power Generation |
Energy Production |
Energy |
| 4T: Operate Power Facilities |
Includes all work costs associated with operation of power plants. This includes day-to-day and routine activities necessary to perform operational functions to provide and transmit generation and unit availability. |
F |
5 |
Process |
T |
|
Energy Supply - Power Generation |
Energy Production |
Energy |
| 4V: Construct Hydropower Facilities |
This activity entails construction of new or expanded hydroelectric power plants, including, but not limited to major rebuild of inactive generating plants/units and/or the installation of additional generating units at existing facilities or entirely new power plants. This activity includes all types of work and effort to needed to construct these type facilities. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Energy Supply - Power Generation |
Energy Production |
Energy |
| 4W: Maintain grounds |
: Includes all costs associated with performing maintenance or deferred maintenance on open areas on lands owned by DOI, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. Examples include lawns surrounding visitor centers, playing fields, and driveways. Costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections and facility reviews, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4X: Manage and Operate Grounds |
Work associated with mowing, cleaning, gardening, and otherwise caring for open areas on lands owned by DOI. Examples include lawns surrounding visitor centers, playing fields, and driveways. These costs will be considered regular and periodic costs to operate the grounds, and do not include annual or deferred maintenance covered under DOI activity Maintain Grounds (4W). |
F |
5 |
Process |
F |
|
Facilities Management Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 4Y: Construct Grounds |
Work performed to create new grounds, or expand existing grounds on lands owned by DOI. This is beyond the scope of maintenance, which is intended to guarantee or extend the life of grounds originally constructed. Includes activities such as clearing, plowing, hauling, planting, and paving. This activity includes the use of a Facilities Maintenance Management Systems (FMMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. Costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 50: Manage Recreation |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Recreation Resource Management |
Recreational Resource Management and Tourism |
Natural Resources |
| 52: Manage the Protection of Lives, Resources, and Property |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs. Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal. Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity.
|
F |
5 |
Process |
T |
|
Citizen Protection Functions |
Citizen Protection |
Law Enforcement |
| 53: Manage Knowledge Advancement |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| 54: Manage the Fulfillment of Indian Trust Responsibilities |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 55: Manage the Advancement of Quality Communities for Indians & Alaskan Natives |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
Tribal Economic Development |
Community and Regional Development |
Community and Social Services |
| 56: Manage Programs to Increase Economic Self-Sufficiency for Insular Areas |
The work captured by this work activity is the overall management and support of projects and programs of its relevant End Outcome Goal, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the programs within the relevant End Outcome Goal, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature, related to the overarching End Outcome Goal, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the End Outcome Goal.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the relevant End Outcome Goal and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity. |
F |
5 |
Process |
T |
|
General Economic Development |
Community and Regional Development |
Community and Social Services |
| 57: Manage Natural Resource Damage Assessment and Restoration Program to Imp--> |
The work captured by this work activity is the overall management and support of the Natural Resource Damage Assessment and Restoration Program (NRDAR), and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the projects/programs within the NRDAR Program and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs.
Work of a non-specific nature related to the NRDAR Program such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development (policy, guidance, workgroup coordination), and budget preparation for the NRDAR Program.
Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific programs within the NRDAR Program and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output may also be included in this work activity |
F |
5 |
Process |
T |
|
Water Resource Treatments and Assessments |
Water Resource Management |
Natural Resources |
| 58: Manage Wildland Fire Management Program |
The work captured by this work activity is the overall management and support of the Wildland Fire Management Program, and includes labor and operational costs which cannot be assigned to a specific, direct cost, work activity, OR it is work involving overall program leadership, planning and directing the work of others, coordination, or general administrative support. The work of this work activity consists of support of the projects/programs within the Wildland Fire Management Program, and is used by supervisors and managers when their work cannot be tied to a direct cost-, output producing-work activity. Managers, supervisors, and employees who work on projects or programs that produce outputs, should code costs to the work activity producing those outputs. Work of a non-specific nature related to the Wildland Fire Management Program, such as typing correspondence and reports; preparing travel authorizations and vouchers; maintaining time and attendance records, etc. may be coded to this work activity. Other examples of work that can be costed to this work activity include non-specific program training; workforce supervision (employee relations and training, maintaining a qualified workforce); workload accomplishment monitoring; performance measurement; evaluations; program development and budget preparation for the Wildland Fire Management Program. Administrative training and meetings (i.e., retirement training, CPR training, ethics training, safety training, all employee meetings) which are attended by employees who normally work on specific projects/programs within the Wildland Fire Management Program and which cannot be tied to a more specific work activity may be coded to this work activity. FOIA requests that cannot be tied to a work activity with an output, may also be included in this work activity.
|
F |
5 |
Process |
T |
|
Fire Program Management |
Disaster Preparedness and Planning |
Disaster Management |
| 59: Provide Oversight on Indian Trust |
Activity includes all costs associated with indirect support to develop policies and procedures, provide training, and reengineer business processes to ensure standardized, best-practice operations, and to provide the infrastructure for well-trained staff and leadership. Activity also includes all costs associated with providing guidance and direction for implementing the business plan based on DOI strategic guidance, measuring implementation results, updating the business plan accordingly, and informing the Secretary on trust reform as follows:
Coordinate policy and procedure review, development and management relating to all Indian trust asset reform and management activities to ensure fiduciary, regulatory and legal requirements are fulfilled;
Develop a comprehensive and coordinated Indian Fiduciary Trust training program/course curriculum and delivery of training;
Consolidate DOI Indian trust asset responsibilities into an organization accountable for executing, maintaining, and managing fiduciary trust activities;
Benchmark and improve DOI trust processes and apply appropriate standards;
Develop and maintain business processes and practices that are complete, consistent, reliable, and based on appropriate fiduciary standards;
Manage the DOI trust workforce so positions are filled quickly with well-trained employees who are held accountable for effective performance;
Prepare organizational workforce plans that are focused on staffing, recruitment, retention, and retirement forecasting, and develop associated infrastructure;
Develop, implement, and maintain a comprehensive risk management program, including extensive internal and external management controls, to monitor and evaluate the effectiveness of DOI’s trust operations;
Develop a fiduciary duty focus and strategy for trust management;
Develop an activity-based costing model for implementing trust enterprise business plan objectives; and
Develop, maintain, and use clear performance measures to manage Indian trust asset operations and to asses performance. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 5A: Maintain Dams/Water Storage Facilities |
Includes all costs associated with performing maintenance or deferred maintenance on dams/water storage facilities and necessary appurtenances including associated fish and wildlife facilities, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair dams/water storage facilities and necessary appurtenances. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections and facility reviews, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
T |
|
Water Resource Operations and Maintenance |
Water Resource Management |
Natural Resources |
| 5B: Maintain Utilities |
This activity entails performing maintenance or deferred maintenance on existing utilities (such as, but not limited to, exterior; gas, water, sewer and power lines and necessary appurtenances) and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to maintain and repair utilities and necessary appurtenances. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5C: Maintain Buildings |
This activity entails performing maintenance or deferred maintenance on existing buildings (such as, but not limited to, office buildings, warehouse facilities, fire facilities, etc.) and the use of a Facilities Maintenance Management Systems (FMMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair buildings. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5D: Maintain Trails |
This activity entails performing Maintenance or Deferred Maintenance on existing recreation trails (hiking pathways or horse trails, and excluding vehicular roads, campgrounds, picnic areas and boat ramps). This activity includes all types of work and effort to needed to maintain and repair recreation trails. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5E: Construct Utilities |
This activity entails construction of new or expanded utilities, (such as, but not limited to, exterior; gas, water, sewer and power lines) and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct utilities. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5F: Construct Roads, Bridges and Tunnels |
This activity entails construction of new or expanded roads, bridges or tunnels that are not included as part of the construction of other facilities and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct roads, bridges or tunnels. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to grounds audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5G: Construct All Other Structures/Non-Buildings |
This activity entails construction of new or expanded facilities not already covered under another, separate DOI work activity, as well as landscaping and necessary appurtenances, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to construct other structures/non-buildings. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5H: Maintain All Other Structures/Non-Buildings |
This activity entails performing maintenance or deferred maintenance on existing facilities not already covered under another, separate DOI work activity, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair these facilities. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5J: Maintain Recreation Facilities |
This activity entails performing Maintenance or Deferred Maintenance on existing recreation facilities, including all work and effort to needed to repair, renovate, or otherwise meet the intended life cycle of the facility. These costs include material, labor, contract services, repair, rehabilitation, corrective actions in response to facility audits, equipment rental, and contract supervision.
Recreation Facilities owned by the Department of Interior include campgrounds (including all campsites, amphitheatres, bathhouses and other supporting structures within the facility), and marinas and waterways (docks, piers, aids to navigation, and launch ramps). A Recreation Facility consists of a single grouping of these assets |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5K: Maintain Tunnels |
This activity entails performing maintenance or deferred maintenance on existing tunnels and necessary appurtenances, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair tunnels and necessary appurtenances. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5M: Construct Trails |
This activity entails construction of new or expanded trails (hiking pathways or horse trails, and excluding vehicular roads, campgrounds, picnic areas and boat ramps). This activity includes all types of work and effort to needed to construct trails. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5N: Operate and Evaluate Roads |
This activity entails all types of work and effort needed to keep roads safe and in good operating condition, aside from repairs and other types of annual and deferred maintenance (see DOI Activity Maintain Roads (6A)). Such work includes collecting road tolls, studies or surveys to review or monitor road and traffic conditions, plowing snow, clearing debris and landslides (short of repairing damages to the road itself), accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, signage, and other minor upkeep. Applicable costs include material, DOI staff labor, contract services, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5P: Operate and Evaluate Recreation Facilities |
This activity entails all work and effort needed to keep Recreation Facilities safe and in good operating condition. This is aside from repairs and other types of annual and deferred maintenance (see DOI Activity Maintain Roads (4D)). Includes the costs of camp supervisors, campsite cleaning, trash removal, entrance control and booth operations, and support vehicles or boats.
NOTE: DRAFT ACTIVITY DEFINITION - NPS TO REVISE |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5R: Construct Recreation Facilities |
This activity entails construction of new or expanded recreation facilities, including all work and effort to needed to build new, expand, or upgrade existing facilities. These costs include material, labor, contract services; project planning (including any site reviews, clearances and permits not previously completed), surveys, design, minor construction, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Construction Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5T: Manage and Operate Trails |
A recreation trails includes hiking pathways or horse trails, and excludes vehicular roads, campgrounds, picnic areas and boat ramps. Costs include ranger and other staff time to provide day-to-day operations and management. Excludes maintenance and construction costs. |
F |
5 |
Process |
T |
|
Recreation Operations |
Recreational Resource Management and Tourism |
Natural Resources |
| 5Y: Perform Recreation Fee Site Deferred Maintenance |
Recreation projects or management actions that perform corrective maintenance where scheduled maintenance has been deferred due to funding shortfalls. These are on-the-ground actions performed at specific recreation fee sites/areas and that are recorded in FAMS/MAXIMO as corrective maintenance needs. The work includes all necessary actions to correct maintenance deficiencies. Sites are specific locations with a site number and a real property number identified in FAMS/MAXIMO. Report all costs related to the implementation of deferred maintenance work at recreation fee sites or areas regardless of funding source.
This work is specifically for deferred maintenance and must be in FAMS/MAXIMO. All proposed and accomplished work units must be coordinated through engineering to ensure work units are recorded and to avoid double counting.
|
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 5Z: Maintain Bridges |
This activity entails performing maintenance or deferred maintenance on existing bridges and necessary appurtenances, and the use of a Facilities Management Systems (FMS) to ensure that data (including costs) accurately reflects the level(s) of work performed. This activity includes all types of work and effort to needed to maintain and repair bridges and necessary appurtenances. These costs include material, labor, contract services, project planning (including any site reviews, clearances and permits not previously completed), surveys, design, repair, rehabilitation, signage, accessibility retrofits and enhancements, energy conservation, inspections, corrective actions in response to facility audits, equipment rental, and contract supervision. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 60: Perform Budget Duties |
All tasks associated with budget development, formulation and execution that support the organization as a whole. Tasks include analysis, preparation, submission, justification and monitoring of budget data. Note: Excluded from this are budget activities that can be charged to specific program related goals. An example of program related budgeting is the cost of a program leader, administrative assistant, or branch chief developing a recreation budget. |
F |
5 |
Process |
F |
|
General Budget and Finance Functions |
Funds Control |
Financial Management |
| 61: Support Human Resources Activities |
Tasks include developing and implementing policies and procedures and providing guidance. It includes some overarching operations such as job fairs, and providing personnel services to bureau and department employees and supervisors. This activity does not include human resource processing activities for specific programs, such as, developing job descriptions, developing employee documents (e.g., SF-50s, retirement paperwork, health benefit forms, retention registers, etc. for employees in the field) that should be charged to specific programs. This activity also does not include costs associated with labor and employee relations, equal opportunity, civil rights and workforce diversity, which are covered under DOI activities 75 through 78. |
F |
5 |
Process |
F |
|
Employee Relations Functions |
Employee Relations |
Human Resource Management |
| 62: Perform Financial Management Operations |
Tasks include financial activities that support the organization as a whole such as paying bills, collecting receivables, compiling and analyzing financial data, preparing internal (bureau) reports, maintaining general ledger, and planning, developing, implementing and maintaining accounting and mixed financial systems.
Note: Excludes activities that are performed by program offices or that can be directly related to programs, e.g. an administrative officer certifying a vendor invoice for a program.
|
F |
5 |
Process |
F |
|
General Budget and Finance Functions |
Funds Control |
Financial Management |
| 63: Provide Procurement Services |
Includes labor, operations and administration of acquisition and procurement functions, administration of acquisition systems (such as IDEAs) and purchase card programs that support the organization as a whole. Note: Excludes charges that can be readily identified to a specific program. |
F |
5 |
Process |
F |
|
General Procurement Functions |
Goods Acquisition |
Supply Chain Management |
| 64: Provide Facilities and Space Management Services |
Includes rent, utilities, security, and facility & grounds maintenance that cannot be charged to a mission-related goal. Includes real property and space management. This does not include the labor charges when these functions are performed internally. Note: This does not include the cost of employee salaries and benefits or direct costs related to the administration of fixed overhead costs. These should be charged to the property management procurement. |
F |
5 |
Process |
F |
|
Facilities Management Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 65: Manage Information and Files |
Manage Information and Files (65) is used to report all work related to both IT information resources as well as Central Files, Mailrooms, and Library/Information Services for developing, coordinating, and implementing policies, standards, guidelines, reporting, and providing related technical assistance. Reporting for this activity occurs throughout the lifecycle of information, records, data and files.
Use Manage Information and Files (65) for:
Central Files, Mailrooms, Library/Information Services
The Federal Records Act and Records Management Initiatives
The Privacy Act and Privacy Initiatives
Privacy Impact Assessments and Records Management Impact Assessments
Data analysis for privacy and records management classification and impacts
Freedom of Information Act (FOIA) request analysis and non-reimbursed fulfillment costs
FOIA and Privacy Act Appeals
Section 508 of the Rehabilitation Act of 1973, as Amended
Records Management Policies
Information Quality Guidelines
Web Policies
Establishment and operation of program functions or offices for privacy, Records Management, FOIA, Section 508, and Web
Compliance monitoring and reporting
Awareness and training for privacy, Records Management, FOIA, Section 508, and Web
Operational Data Administration including maintenance, storage, information dissemination, use, control and disposal
Manage Information and Files (65) includes the persons, both government FTE and contractor personnel, performing work in this activity, and the supervision and management of these functions, administrative training and meetings for employees performing these functions, and general administrative support staff typically doing local office support for employees performing these functions.
This work activity is NOT to be used to report costs for individual IT investments or projects, which are to be reported under work activities Plan IT Investments (80), Acquire IT Investments (81), or Operate and Maintain IT Investments (82). |
F |
5 |
Process |
F |
|
IT Data Administration |
Information Management |
Information and Technology Management |
| 66: Provide Other Management Support Services |
Includes labor and operations costs of safety awareness programs, health units, Employee Assistance Programs, personal property, moving services, vehicle fleet management, etc. that cannot be charged to a mission-related goal. Does not include real property (facilities and space management) activities. |
F |
5 |
Process |
F |
|
General Misc Management Support Functions |
Help Desk Services |
Administrative Management |
| 67: Perform Planning |
These activities include strategic planning, performance planning measurement and reporting, workforce planning, organizational development, evaluations, and management analysis for the organization as a whole. Includes supervision, management, and general administrative support of these functions. Note: Excluded from this are planning activities that can be charged to specific program related goals. |
F |
5 |
Process |
F |
|
Department Executive Functions |
Executive Functions |
General Government |
| 68: Provide Central Leadership |
Includes costs of the executive managers (executive and senior executives’ immediate offices), when labor and other office costs cannot be directly charged to a program activity.
Includes costs associated with the administration and implementation of the Department’s Activity Based Cost Management Program |
F |
5 |
Process |
F |
|
Department Executive Functions |
Executive Functions |
General Government |
| 69: Process Litigation for Resource Protection |
Litigation is the formal process in a court or administrative agency in which legal rights and obligations are contested by the parties and decided by a judge. This activity covers any and all work associated with administrative or judicial litigation related to the end outcome goals for Resource Protection, including litigation support provided by the bureaus and offices, legal representation provided by the Office of the Solicitor, and adjudications provided by the Office of Hearings and Appeals.
Examples include litigation involving wildfire management (non-WUI)*, natural resource damage assessments, threatened and endangered species, and wild horses and burros. Excluded are personnel-related litigation (which is covered by activities 61 and 75) and employee debt-related cases (which are covered by activity 62).
Work activities include the following when done in the context of litigation: reviewing case files and pleadings; factual investigations and legal research; preparing legal documents, testimony, and exhibits; responding to discovery requests; participating in direct negotiations or other ADR; participating in or conducting hearings (including related travel and court reporting costs); and preparing or reviewing judicial orders and decisions.
Legal tasks outside the context of litigation are covered by the specific programmatic activities to which they relate, not by activity 69. These include drafting or reviewing legislation and regulations, seeking or providing legal advice, contracting and contract administration, and ADR intended to head off litigation. Also excluded from activity 69 is the cost of complying with decisions from administrative or judicial tribunals.
For cases where the bureau or office is responding to litigation filed by others, time should be charged to this activity once a complaint, notice of appeal, or other initiating document has been filed with the administrative or judicial tribunal. For cases where the bureau or office is initiating litigation against others, time should be charged to this activity once any preliminary review has been completed and a decision has been made by government attorneys (Solicitor’s Office or Department of Justice) to initiate litigation.
* Note: litigation involving wildfire management (WUI) is covered by activity 72 under Serving Communities. |
F |
5 |
Process |
T |
Settlements/ Decisions
|
Legal Litagation Processes / Functions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| 6A: Conduct Environmental Consultations for Sustaining Biological Communities |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence the protection of biological communities:
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
F |
|
Facilities Maintenance Functions |
Facilities, Fleet And Equipment Management |
Administrative Management |
| 6B: Conduct Environmental Consultations for Watersheds and Landscapes |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence the protection of landscapes and watersheds:
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 6X: Mitigate Other Hazards |
All costs (labor and operations including equipment, travel, materials and contracts) associated with the planning, conducting, overseeing and documenting of the activities described below should be charged to this work activity.
Mitigation actions that have been identified in an assessment or evaluation, and documented in a ROD or memorandum located in a site case or administrative file.
Notification activities associated with mitigation actions.
Preparing closure reports and updating and maintaining administrative or case record files.
Training activities associated with the above activities, including participation in the development of training and policy/guidance to improve processes described above.
Law enforcement duties including patrol, enforcement, and/or investigative activities related to this work activity. This includes all labor and operational dollars to deter, detect, investigate or prosecute violations of rules, regulations or laws pertaining to this program element. This also includes work performed by law enforcement officers to protect volunteers, employees or government property associated with this program. |
F |
5 |
Process |
T |
|
Crime Prevention Functions |
Crime Prevention |
Law Enforcement |
| 6Y: Conduct Environmental Consultations - Wildland Fire |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence responding to wild fires in forests, rangelands, and other lands outside and within the wildland urban interface (WUI). Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation; Assess the status of the species and critical habitat that may be affected by the project; Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat; Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take; Develop conservation recommendations; Develop alternative consultation agreements; Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and Prepare draft and final biological opinions or letter of concurrence.
|
F |
5 |
Process |
T |
|
Fire Program Management |
Disaster Preparedness and Planning |
Disaster Management |
| 6Z: Suppress Wildland Fires Outside the WUI |
Respond to unwanted and unplanned wild fires in forests, rangelands, and other lands outside the wildland urban interface (WUI) to control these fires to avoid loss of natural resources, life and property, and social and economic values. Suppression responses are consistent with the direction outlined in approved fire management plans. Labor and other costs associated with the suppression of unplanned and unwanted wildland fires include: Salaries and benefits of firefighting and support personnel (excluding the base 8 hours of regular time each day up to 40 hours per week for fire personnel, and including base 8 hours for non-fire personnel who are working on a fire suppression operation), Aircraft operations, logistical and subsistence support costs for all employees assigned to the fire, Supplies and equipment (including replacement of lost or destroyed capitalized and expendable equipment covered by a board of survey action), Contracts for goods and services, rental of equipment and facilities, associated logistical support, and measures taken to correct damages resulting from actions taken to suppress the wildfire, Costs associated with investigation and review activities related to specific wildland fires, Costs of returning suppression equipment to a serviceable condition, Costs associated with escalated preparedness (severity) required due to abnormally high or extreme fire danger, or fire seasons that start earlier than planned in the fire management plan, or last longer than planned in the fire management plan.
|
F |
5 |
Process |
T |
|
Wildland Fire Fighting Operations |
Emergency Response |
Disaster Management |
| 70: Process Litigation for Indian Trust |
Litigation is the formal process in a court or administrative agency in which legal rights and obligations are contested by the parties and decided by a judge. This activity (DOI work activity 70) covers any and all work associated with administrative or judicial litigation related to Indian Trust other than probate, including litigation support provided by the bureaus and offices, legal representation provided by the Office of the Solicitor, and adjudications provided by the Office of Hearings and Appeals.
Examples include litigation involving rights of way; trespass; fishing rights, and Indian trust asset management. Excluded are Indian probate cases (which are covered by activity U4), personnel-related litigation (which is covered by activities 61, 75-78, and employee debt-related cases (which are covered by activity 62).
Work activities include the following when done in the context of litigation: reviewing case files and pleadings; factual investigations and legal research; preparing legal documents, testimony, and exhibits; responding to discovery requests; participating in direct negotiations or other alternate dispute resolution (ADR); participating in or conducting hearings (including related travel and court reporting costs); and preparing or reviewing judicial orders and decisions.
Legal tasks outside the context of litigation are covered by the specific programmatic activities, to which they relate, not by activity 70. These include drafting or reviewing legislation and regulations, seeking or providing legal advice, contracting and contract administration, and ADR intended to head off litigation. Also excluded from activity 70 is the cost of complying with decisions from administrative or judicial tribunals.
For cases where the bureau or office is responding to litigation filed by others, time should be charged to this activity once a complaint, notice of appeal, or other initiating document has been filed with the administrative or judicial tribunal. For cases where the bureau or office is initiating litigation against others, time should be charged to this activity once any preliminary review has been completed and a decision has been rendered by government attorneys (Solicitor’s office or Department of Justice) to initiate litigation. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 71: Process Litigation for Recreation |
Litigation is the formal process in a court or administrative agency in which legal rights and obligations are contested by the parties and decided by a judge. This activity covers any and all work associated with administrative or judicial litigation related to the end outcome goals for Recreation, including litigation support provided by the bureaus and offices, legal representation provided by the Office of the Solicitor, and adjudications provided by the Office of Hearings and Appeals.
Examples include litigation involving special recreation permits and recreation use permits. Excluded are personnel-related litigation (which is covered by activities 61 and 75) and employee debt-related cases (which are covered by activity 62).
Work activities include the following when done in the context of litigation: reviewing case files and pleadings; factual investigations and legal research; preparing legal documents, testimony, and exhibits; responding to discovery requests; participating in direct negotiations or other ADR; participating in or conducting hearings (including related travel and court reporting costs); and preparing or reviewing judicial orders and decisions.
Legal tasks outside the context of litigation are covered by the specific programmatic activities to which they relate, not by activity 71. These include drafting or reviewing legislation and regulations, seeking or providing legal advice, contracting and contract administration, and ADR intended to head off litigation. Also excluded from activity 71 is the cost of complying with decisions from administrative or judicial tribunals.
For cases where the bureau or office is responding to litigation filed by others, time should be charged to this activity once a complaint, notice of appeal, or other initiating document has been filed with the administrative or judicial tribunal. For cases where the bureau or office is initiating litigation against others, time should be charged to this activity once any preliminary review has been completed and a decision has been made by government attorneys (Solicitor’s Office or Department of Justice) to initiate litigation. |
F |
5 |
Process |
T |
|
Legal Litagation Processes / Functions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| 72: Process Litigation for Serving Communities |
Litigation is the formal process in a court or administrative agency in which legal rights and obligations are contested by the parties and decided by a judge. This activity covers any and all work associated with administrative or judicial litigation related to the end outcome goals for Resource Use, including litigation support provided by the bureaus and offices, legal representation provided by the Office of the Solicitor, and adjudications provided by the Office of Hearings and Appeals.
Examples include litigation involving rights of way; trespass; wildfire management (WUI)*; land acquisitions, withdrawals, and disposals; Indian gaming, and tribal economic development. Excluded are Indian probate cases (which are covered by activity U2), other litigation related to Indian trust (which is covered under activity 70), personnel-related litigation (which is covered by activities 61 and 75), and employee debt-related cases (which are covered by activity 62).
Work activities include the following when done in the context of litigation: reviewing case files and pleadings; factual investigations and legal research; preparing legal documents, testimony, and exhibits; responding to discovery requests; participating in direct negotiations or other ADR; participating in or conducting hearings (including related travel and court reporting costs); and preparing or reviewing judicial orders and decisions.
Legal tasks outside the context of litigation are covered by the specific programmatic activities to which they relate, not by activity 72. These include drafting or reviewing legislation and regulations, seeking or providing legal advice, contracting and contract administration, and ADR intended to head off litigation. Also excluded from activity 72 is the cost of complying with decisions from administrative or judicial tribunals.
For cases where the bureau or office is responding to litigation filed by others, time should be charged to this activity once a complaint, notice of appeal, or other initiating document has been filed with the administrative or judicial tribunal. For cases where the bureau or office is initiating litigation against others, time should be charged to this activity once any preliminary review has been completed and a decision has been made by government attorneys (Solicitor’s Office or Department of Justice) to initiate litigation.
* Note: litigation involving wildfire management (non-WUI) is covered by activity 69 under Resource Protection. |
F |
5 |
Process |
T |
|
Legal Litagation Processes / Functions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| 73: Prepare Financial Management Reports |
Includes all tasks to prepare reports for entities external to the bureaus, such as the Annual Performance and Accountability Report, Submissions to the Department, FACTS II and the Statement of Accountability and/or Statement of Transactions (SF-224 or SF-1219/1220). |
F |
5 |
Process |
F |
|
Financial Management Reporting Functions |
Reporting and Information |
Financial Management |
| 74: Process Litigation for Resource Use |
Litigation is the formal process in a court or administrative agency in which legal rights and obligations are contested by the parties and decided by a judge. This activity covers any and all work associated with administrative or judicial litigation related to the end outcome goals for Resource Use, including litigation support provided by the bureaus and offices, legal representation provided by the Office of the Solicitor, and adjudications provided by the Office of Hearings and Appeals.
Examples include litigation involving oil, gas, coal, geothermal, and non-energy mineral leasing; challenges to rules; appeals of enforcement actions; citizen complaint appeals; regulating resource use; grazing; timber sales; administering water service contracts; and hydropower licensing. Excluded are mining claims (which is covered by DOI activity 0Z), mineral revenues (which are covered by DOI activity 1B), personnel-related litigation (which is covered by DOI activities 61 and 75) and employee debt-related cases (which are covered by DOI activity 62).
Work activities include the following when done in the context of litigation: reviewing case files and pleadings; factual investigations and legal research; preparing legal documents, testimony, and exhibits; responding to discovery requests; participating in direct negotiations or other ADR; participating in or conducting hearings (including related travel and court reporting costs); and preparing or reviewing judicial orders and decisions.
Legal tasks outside the context of litigation are covered by the specific programmatic activities, to which they relate, not by DOI activity 74. These include drafting or reviewing legislation and regulations, seeking or providing legal advice, contracting and contract administration, and ADR intended to head off litigation. Also excluded from DOI activity 74 is the cost of complying with decisions from administrative or judicial tribunals.
For cases where the bureau or office is responding to litigation filed by others, time should be charged to this activity once a complaint, notice of appeal, or other initiating document has been filed with the administrative or judicial tribunal. For cases where the bureau or office is initiating litigation against others, time should be charged to this activity once any preliminary review has been completed and a decision has been made by government attorneys (Solicitor’s Office or Department of Justice) to initiate litigation. |
F |
5 |
Process |
T |
|
Legal Litagation Processes / Functions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| 76: Administer Employee and Labor Relations |
Provide guidance and assistance to management and employees regarding all work associated with Employee Relations (ER)/Labor Relations (LR) issues, including grievances, disciplinary and performance-based actions, unfair labor practices and negotiations, Inspector General and other administrative investigations. Work activities also include processing incentive awards; conducting personnel security; determining employee suitability; and managing the employee assistance program, ethics program and performance management system. |
F |
5 |
Process |
F |
|
Labor Relations Functions |
Labor Relations |
Human Resource Management |
| 77: Administer External Civil Rights |
Includes all costs of monitoring, evaluating and adjudicating civil rights compliance and enforcement functions covering equal opportunity and federally funded/assisted education and training programs with State and local governments. Costs are not limited to the work of EEO employees, but also include the work of any Office of Bureau employees engaged in responding to and resolving civil rights and equal opportunity complaints. Also includes the cost of settlement agreements.
Administer External Civil Rights (77) includes the following work activities related to Titles VI and IX of the Civil Rights Act of 1964:
Investigate complaints of discrimination filed by public beneficiaries against recipients of Federal assistance;
Conduct fact-finding inquiries on complaints filed by the public against DOI-conducted programs and activities;
Facilitate informal resolution of conflicts whenever possible;
Oversee/monitor federally funded/assisted education and training programs, and State/local government programs receiving federal assistance to administer civil rights compliance and enforcement;
Conduct pattern and practice race discrimination analyses of recipient workforce where appropriate;
Ensure that both DOI and recipient programs and activities are provided equally to persons with limited English proficiency;
Establish and facilitate liaisons and partnerships with minority and other multicultural groups with both DOI and recipients to help carry out civil rights mandates
Ensure that recipient practices and policies do not adversely impact minority or low income communities;
Provide training and technical assistance to DOI staff, recipient officials, public beneficiaries and other stakeholders. |
F |
5 |
Process |
F |
|
Labor Relations Functions |
Labor Relations |
Human Resource Management |
| 78: Administer Internal Civil Rights |
Administer Internal Civil Rights (78) captures all costs to implement 29 C.F.R. 1614. Costs are not limited to the work of EEO employees, but also include the work of any Office of Bureau employees engaged in responding to and resolving civil rights and equal opportunity complaints. Also includes the cost of settlement agreements.
Administer Internal Civil Rights (78) includes the following work activities related to Title VII of the Civil Rights Act of 1964:.
At the pre-complaint stage:
Providing pre-complaint counseling to all EEO pre-complainants; attempting resolution of the issues, conducting a limited inquiry, and creating a Report of Counseling.
Organizing and assisting with Alternate Dispute Resolution (ADR) activities during the pre-complaint stage, and track and monitor all data related to the pre-complaint stage;
Providing direction and guidance to all customers regarding the pre-complaint stage, including managers, supervisors, employees, and representatives.
At the complaint stage:
Accepting/rejecting formal complaints for investigation;
Arranging for and overseeing an investigation by a contract investigator;
Reviewing the Report of Investigation;
Assisting Human Resources and Solicitor with document requests related to the hearing;
Attending hearings and responding to and reviewing depositions;
Tracking all formal complaints;
Providing customer service, direction, and guidance to complainants, their representatives, Solicitor, Human Resources, Office of Civil Rights, supervisors, and managers throughout the formal complaint process;
Organizing and assisting with ADR activities during the formal complaint stage;
Overseeing settlement processes;
Completing reports and plans related to complaint activities
Other specific tasks include:
Monitoring, evaluating, and adjudicating civil rights compliance and enforcement functions covering equal opportunity;
Providing/attending training on civil rights and equal opportunity
Developing civil rights, equal access and workforce diversity policy on the prevention, resolution and elimination of discrimination in the workplace as it relates to Title VII of the Civil Rights Act of 1964;
Implementing laws, Executive Orders and Management Directives prohibiting discrimination on the basis of race, color, national origin, age, sex, and disability. |
F |
5 |
Process |
F |
|
Labor Relations Functions |
Labor Relations |
Human Resource Management |
| 7A: Reduce Hazardous Fuels - Prescribed Fire (non-WUI) |
Treatments to reduce the buildup of hazardous fuels outside the wildland urban interface to support land/resource management plan goals and objectives to restore or maintain healthy forests and rangelands using prescribed fire. Where multiple treatments are necessary to meet fuel treatment objectives, such as mechanical treatment followed by prescribed fire, each treatment is counted individually and reported to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments outside the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross walking with other existing implementation plans, compliance with state (e.g. smoke), other federal, and local laws, third party contracting, burn plans, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments within the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, aircraft flight time, and initial construction of fuel breaks designed to protect the WUI Training in fuels treatment methods and techniques Developing fuels treatment methods and techniques Document preparation such as printing, collating, and distribution, Training associated with preparing staff to complete plans, research and data searches and GIS associated activities. Training associated with developing and attending NWCG certified prescribed fire curriculum This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7B: Reduce Hazardous Fuels - Mechanical (Non-WUI) |
Treatments to reduce the buildup of hazardous fuels outside the wildland urban interface to support land/resource management plan goals and objectives to restore or maintain forest and rangeland health using manual or mechanical methods. Mechanical treatments include hand or mechanical thinning, pruning, crushing, chopping, lop and scatter, piling, brush cutting, chipping, etc. to reduce wildland fuels hazards. Where multiple treatments are necessary to meet fuel treatment objectives, such as mechanical treatment followed by prescribed fire, each treatment is counted individually and charged to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments outside the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross-walking with other existing implementation plans, compliance with state, other federal, and local laws, third party contracting, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments outside the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, and aircraft flight time Training in fuels treatment methods and techniques Costs associated with developing fuels treatment methods and techniques Costs associated with document preparation such as printing, collating, and distribution, Training associated with preparing staff to complete plans, research and data searches and GIS associated activities. This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7C: Reduce Hazardous Fuels - Other Methods (Non-WUI) |
Other fuels reduction treatments (WUI) are specific fuels treatments undertaken using chemical or biological agents with the defined objective of mitigating the risk to a community for wildland fire on federal lands. Each project is undertaken within the guidance outlined in a project specific plan compliant with all applicable Federal, Tribal, State, and local law. Where multiple treatments are necessary to meet fuel treatment objectives, each treatment is counted individually and charged to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments within the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross-walking with other existing implementation plans, chemical prescriptions, compliance with state, other federal, and local laws, third party contracting, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments within the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, and aircraft flight time Training in fuels treatment methods and techniques Costs associated with developing fuels treatment methods and techniques Costs associated with document preparation such as printing, collating, and distribution, Training associated with preparing staff to complete plans, research and data searches and GIS associated activities. This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7D: Stabilize Burned Areas |
Planned actions within one year of a wildland fire to stabilize and prevent unacceptable degradation of natural and cultural resources, to minimize threats to life or property resulting from the effects of a fire, or to repair/replace/construct physical improvements necessary to prevent degradation of land or resources. Costs associated with emergency stabilization of burned areas include: Work to prevent land degradation, resource losses, other measures necessary to stabilize erodible soils, structures, or other conditions or damage caused by wildfires Planning, collaboration (outreach, meetings, public meetings, etc.) with other entities and the public Consultation with tribes NEPA analysis ESA section 7 threatened and endangered species consultation and review Coordination and cross-walking with other existing implementation plans Third party contracting, cultural clearances, condition class assessments Compliance with other Federal, state, and local laws Identification of treatment Seeding/mulching to prevent erosion Seeding to prevent permanent impairment of critical habitat for Federal and state listed, proposed or candidate threatened and endangered species. Seeding to prevent establishment of invasive plants Direct treatment of invasive plants Structural measures to slow soil & water movement Stabilize critical heritage resources Protective fences or barriers to protect treated or recovering area Replacing/repairing (minor) facilities essential to public health and safety Conducting assessments of habitat and significant heritage sites in those areas affected by emergency stabilization treatments Patrolling, camouflaging, burying significant heritage sites to prevent looting Increasing road drainage frequency and/or capacity to handle additional post-fire runoff Document preparation such as printing, collating, and distribution Training associated with preparing staff to complete these plans Research and data searches GIS associated activities This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7E: Rehabilitate Land |
|
F |
1 |
Unknown |
F |
|
|
|
|
| 7E: Rehabilitate Lands Damaged by Wildland Fire |
Includes labor and other costs associated with the rehabilitation of burned areas and damage caused by wildfires. Emergency rehabilitation costs for any one fire shall not exceed three years or two full growing seasons to repair or improve lands unlikely to recover to a management approved condition from wildland fire damage, or to repair or replace minor facilities damaged by fire. Costs associated with rehabilitation include: Tree planting to establish burned habitat, reestablish native tree species lost in fire, regenerating Indian trust commercial timberland Repair damage to minor facilities (campgrounds, exhibits, fences, guzzlers, etc.) Habitat restoration Invasive plant treatment Road/trail maintenance Heritage site restoration Fence replacement Work to prevent land degradation or resource losses Fencing of areas to prevent animals or humans from entering sensitive areas Felling damaged trees posing threats to human safety Costs to plan, survey, design emergency measures to ensure rehabilitation of lands damaged by wildfire All costs associated with the preparation of activity plans Staff time for prep, collaboration (outreach, meetings, etc.) with other entities and the public Cultural clearances Consultation with tribes NEPA analysis Condition class assessments Section 7 ESA threatened and endangered species consultation and review Coordination and cross-walking with other existing implementation plans Third party contracting Compliance with other federal, state, and local laws Document preparation such as printing, collating, and distribution Training associated with preparing staff to complete these plans Research and data searches and GIS associated activities All costs of preparing post-burn supplements to Normal Fire Rehabilitation Plans (NFPR) and the costs of preparing Emergency Fire Rehabilitation Plans where no NFPR exists This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys. Costs of restoring burned areas to full natural or pre-fire productivity are to be funded from the resource programs benefiting activities.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7F: Perform Wetland Restoration Treatment |
All work undertaken to stabilize, rehabilitate, restore (restoration) wetland habitat; the purpose being to restore natural processes regardless of the cause of the disturbance and/or to recover/restore one or more plant/animal species.
Incidental work supporting such restoration that may be reported here includes associated work that is undertaken for the purpose of restoring disturbed wetland habitat: resource assessment, baseline development, inventory & monitoring, treatment evaluation, collecting data that improves understanding of resource (habitat and species) condition, producing/processing legal instruments such as easements and permits, binding contracts such as land use agreements and set-aside agreements; Memoranda of Understanding; commenting on proposed actions potentially affecting the landscape; participation in regional resource conservation entities, project planning, environmental and T&E reviews.
Does not include work that results in construction of facilities or structures. It does not include work to enhance the resource beyond that which natural processes can maintain. This is work is intended to restore the natural resources to a condition that existed prior to disturbance rather than to mitigate the disturbance. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7G: Perform Upland Restoration Treatment |
All work undertaken to stabilize, rehabilitate, restore (restoration) upland habitat; the purpose being to restore natural processes regardless of the cause of the disturbance and/or to recover/restore one or more plant/animal species.
Incidental work supporting such restoration that may be reported here includes associated work that is undertaken for the purpose of restoring disturbed upland habitat: resource assessment, baseline development, inventory & monitoring, treatment evaluation, collecting data that improves understanding of resource (habitat and species) condition, producing/processing legal instruments such as easements and permits, binding contracts such as land use agreements and set-aside agreements; Memoranda of Understanding; commenting on proposed actions potentially affecting the landscape; participation in regional resource conservation entities, project planning, environmental and T&E reviews.
Does not include work that results in construction of facilities or structures. It does not include work to enhance the resource beyond that which natural processes can maintain. This is work is intended to restore the natural resources to a condition that existed prior to disturbance rather than to mitigate the disturbance.
Enhancement of habitat to improve condition of species (flooding, acquiring water rights, adjusting food availability, etc.) as well as annual and cyclic habitat management for purpose of species management is addressed by DOI activity Conserve Habitat to Support Non-T&E Species (7Q). |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7H: Restore, Control or Mitigate Disturbances to Mined Lands |
On-the-ground activities or treatments, including contouring or other earth movement, seeding or planting and water treatment, and associated preliminary work undertaken for the purpose of restoring, controlling or mitigating disturbance to landscapes and watersheds caused by past mining activity. Does not include preparation of planning documents or the construction of facilities or structures to the extent that they do not contribute to the restoration, control or mitigation of disturbances caused by past mining.
Examples of associated preliminary work include:
Cost of producing/processing legal instruments - such as easements, permits, and contracts and agreements, such as specific land use or set-aside agreements and memoranda of understanding;
Data collection and analysis that focuses on understanding the condition, functionality and/or factors affecting the resource as it relates to specific treatment or treatment activities; and
Inventorying or characterizing work or treatment at specific sites where the need for restoration, control or mitigation may exist. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7J: Perform Riparian Restoration Treatment |
All work undertaken to stabilize, rehabilitate, restore (restoration) riparian habitat; the purpose being to restore natural processes regardless of the cause of the disturbance and/or to recover/restore one or more plant/animal species.
Incidental work supporting such restoration that may be reported here includes associated work that is undertaken for the purpose of restoring disturbed riparian habitat: resource assessment, baseline development, inventory & monitoring, treatment evaluation, collecting data that improves understanding of resource (habitat and species) condition, producing/processing legal instruments such as easements and permits, binding contracts such as land use agreements and set-aside agreements; Memoranda of Understanding; commenting on proposed actions potentially affecting the landscape; participation in regional resource conservation entities, project planning, environmental and T&E reviews.
Does not include work that results in construction of facilities or structures. It does not include work to enhance the resource beyond that which natural processes can maintain. This is work is intended to restore the natural resources to a condition that existed prior to disturbance rather than to mitigate the disturbance. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7K: Perform Marine Restoration Treatment |
All work undertaken to stabilize, rehabilitate, restore (restoration) marine habitat; the purpose being to restore natural processes regardless of the cause of the disturbance and/or to recover/restore one or more plant/animal species.
Incidental work supporting such restoration that may be reported here includes associated work that is undertaken for the purpose of restoring disturbed marine habitat: resource assessment, baseline development, inventory & monitoring, treatment evaluation, collecting data that improves understanding of resource (habitat and species) condition, producing/processing legal instruments such as easements and permits, binding contracts such as land use agreements and set-aside agreements; Memoranda of Understanding; commenting on proposed actions potentially affecting the landscape; participation in regional resource conservation entities, project planning, environmental and T&E reviews.
Does not include work that results in construction of facilities or structures. It does not include work to enhance the resource beyond that which natural processes can maintain. This is work is intended to restore the natural resources to a condition that existed prior to disturbance rather than to mitigate the disturbance. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7L: Restore Forest and Woodlands |
Acres of forest and woodland timber sales treated for the primary purpose of:
Salvaging timber killed by insects, disease, fire, or other disturbance mechanism;
Reducing tree stocking levels, basal area, stem densities, or fuel loading for the purpose of increasing forest resiliency to natural disturbance agents, including insects, disease, fire, wind, or drought;
Adjusting the vegetative mosaic of a forest landscape for the purposes of improving forest habitat for associated species and/or providing late-succession habitat for associated species;
Vegetation treatments specifically designed as a result of wildlife or plant habitat analysis are to be counted here and include snag creation and site disturbance to promote growth and/or vigor of certain plants; or
Vegetation treatments specifically designed to improve or maintain watershed functionality outside of riparian and wetland zones.
Appropriate charges for restoration timber sale treatments include all costs associated with planning (including environmental clearances, NEPA, NHPA, Section 106, Section 7), preparing and implementing projects, including contract administration costs. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7M: Conduct Endangered Species Listing Activities |
Tasks: for US/domestic species, prepare 30-day responses, 90-day findings, 12-month findings and Federal Register Package; perform activities for revised listing packages; prepare and process special 4(d) rules that accompanies package; prepare and process 4(d) rules and critical habitat rules that are integral with listing package; compile relevant information; conduct status reviews, including National Marine Fisheries Service technical assistance; provide technical assistance on listing issues; write, review, and brief proposed and final finding, listing rules, critical habitat rules, and accompanying rulemaking documents; identify critical habitats; produce economic analyses of critical habitat designations; comply with other regulatory requirements, such as Small Business Regulatory Flexibility Act and Executive Order 12866, the Unfunded Mandates Reform Act and Executive Orders 12630 and 12988; develop maps; hold public hearings and take, assemble and respond to public comments; post legal notices; obtain and conduct peer reviews; respond to Notice(s) of Intent; provide input for responding to complaints or drafting declarations; assist with legal briefs; compile administrative records; provide input into negotiations; assist with settlement memos and discoveries; respond to interrogatories and depositions; provide expert testimony; conduct court hearings and negotiations; coordinate and develop litigation strategy with Office of the Solicitor; ensure National Environmental Policy Act compliance; compile, analyze, and report digital spatial data; compile record of compliance; provide program management and research; prepare and process policy and guidance documents; maintain litigation database
Note: The Service must make finding within 90 days of receiving a petition as to whether or not there is substantial information indicating that the petitioned listing may be warranted.
Note: The Service must make finding within 9 months of the 90-day finding that there is substantial information indicating that the petitioned listing may be warranted. There are two distinct actions for petition management. The first step in 30/90 day finding; however, not all 90-day findings will trigger a 12-month action. 90-day findings that are substantial require 12-month findings that funded at a different level, and require public notice or status review. 12-month findings could result in listing a species.
Note: Publication in the Federal Register of a 12-month finding makes public the Service's decision on a petition to list a species as threatened or endangered under the Federal Endangered Species Act. That finding is based on a detailed assessment of the available information on the species, as detailed in the species' status review. One of three possible conclusions can be reached as part of the finding: that listing is warranted, not warranted, or warranted but presently precluded by other higher-priority listing activities involving other species.
Note: Listing a species as threatened or endangered provides the species with protections under Endangered Species Act. These include restrictions on taking, transporting, or selling species; a requirement that federal agencies not fund, permit or undertake activities that would jeopardize the continued existence of the species; authorization for the Service to develop and carry out recovery plans; authority to purchase important habitat; and federal aid to state wildlife agencies that have cooperative agreements with the Service. This activity includes revisions and corrections to listing packages, as well as reclassifications from threatened to endangered.
Note: The law provides for designation of critical habitat for listed species when judged to be prudent and determinable . Critical habitat includes geographic areas on which are found those physical or biological features essential to the conservation of the species and which may require special management considerations or protection. Critical habitats may include areas not occupied by the species at the time of listing but that are essential to the conservation of the species. Critical habitat designations affect only federal agency actions or federally funded or permitted activities. This activity includes revisions and corrections to critical habitat packages.
Laws, regulations: Endangered Species Act Section 4, 50CFR424, 50CFR17.11, 50CFR17.12, 50CFR17.40-48, 50CFR17 subpart E, National Environmental Policy Act |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7N: Control Invasive Animals |
Includes all costs associated with inventories and ongoing surveys to track the presence and status of an invasive species over time and at varying landscape scales and to evaluate the effectiveness of prevention, control, and restoration activities. Includes information management and information sharing activities such as providing access to database or other forms of information on the world wide web.
Includes all costs such as; systematic efforts to eradicate or contain a potentially invasive animal species introduced into an ecosystem while the infestation of the ecosystem is still localized. May also include planning, partnership coordination, detection, surveillance, assessment activities necessary to determine how to respond to a new infestation, control actions to address new infestations, research to determine how to respond to a new infestation, and or monitoring the success of actions. This activity does not include costs associated with control and management or prevention.
Control and management activities that minimize or prevent the spread of established invasive animal species from infested areas and initiate actions to prevent further introduction and spread. Includes all costs associated to plan for, assess, conduct eradication, limit dispersal, build partnerships, conduct outreach and education efforts, develop technologies and conduct research and development, suppression, or other management efforts.
This includes actions to: plan for and minimize the risks of invasive species introductions on public and private lands and waters; analysis, monitoring, research and evaluation of pathways and vectors for international and trans-regional movement of invasive species; development of treatment technologies; development of screening methodologies; evaluation and regulation of potentially injurious species, international coordination and information sharing and conducting education and outreach efforts.
May also include planning, partnership coordination, detection, surveillance, assessment activities necessary to determine how to respond to a new infestation, control actions to address new infestations, research to determine how to respond to a new infestation, and or monitoring the success of actions. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7P: Control Invasive Plants |
Includes all costs such as; systematic efforts to eradicate or contain a potentially invasive species introduced into an ecosystem while the infestation of the ecosystem is still localized.
Includes all costs associated with inventories and ongoing surveys to track the presence and status of invasive species over time and at varying landscape scales and to evaluate the effectiveness of prevention, control and restoration activities.
Control and management activities that minimize or prevent the spread of established invasive plant species from infested areas and initiate actions to prevent further introduction and spread. Includes all costs associated to plan for, assess, conduct eradication, build partnerships, conduct outreach and education efforts, limit dispersal, develop technologies and conduct research and development, suppression, or other management efforts.
Restoration costs include project planning and management, research, procurement/contracting of equipment, materials, seed, supplies, and services, field operations to implement treatments, monitoring and evaluation, and implementation of activity or resource management plans that will maintain the improvements.
This includes actions to: plan for and minimize the risks of invasive species introductions on public and private lands and waters; analysis, monitoring, research and evaluation of pathways and vectors for international and trans-regional movement of invasive species; development of treatment technologies; development of screening methodologies; evaluation and regulation of potentially injurious species, international coordination and information sharing and conducting education and outreach efforts. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7Q: Conserve Habitats to Support Non-Threatened and Endangered Species |
All costs associated with enhancing the habitat (flooding, acquiring water rights, adjusting food availability, etc.) for the purpose of improving condition of species as well as annual and cyclic habitat management for purpose of species management.
This work activity may also include costs associated with assessing and documenting existing habitat conditions to determine the presence or absence, abundance, range, and/or distribution status, for plant and botanical resources, and species occurrence for non-endangered or threatened fish, wildlife, fungi and plant species and their habitat parameters. This work may include the collection, analysis, evaluation, interpretation, and synthesis of habitat baseline data and reporting of habitat information. The work also includes habitat-monitoring efforts related to species habitat parameters that are directly relevant to a species of interest.
This activity is intended to capture costs associated with managing habitat as a means for managing non-T&E species. It includes habitat enhancement, habitat replacement, use of easements, annual and cyclic habitat management, and purchase of water and water rights.
This work activity also includes all labor and operating costs associated with restoration and management of habitats (including uplands, wetlands, and riparian and aquatic habitats) supporting biologic communities. In addition, activities aimed at conservation of habitat for species of management concern are included: Work activities include habitat restoration, habitat enhancement, habitat replacement, use of easements, annual and cyclic habitat management, purchase of water and water rights.
The distinction between this activity and the activities for restoring wetland, upland, riparian, and aquatic habitats and their natural processes (DOI activities 7F, 7G, 7J, and 7K) is the focus an a specific habitat for the plant or animal species, rather than on restoration of an ecosystem in general. Restoration of wetland, upland, riparian, and aquatic habitats and their natural processes is reported under DOI activities 7F, 7G, 7J, and 7K.
Labor and costs NOT included in this work activity include: species population monitoring, where the trend of species is assessed or inventory for project clearances; and, Section 7 consultation costs. Section 7 costs are coded to the work activity driving the need for the consultation. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7R: Conserve Non-Threatened and Endangered Species |
Includes actions identified in the implementation schedule of federally authorized recovery plans for Endangered Species Act (ESA) listed species and actions identified in conservation strategies for listed, proposed, candidate or sensitive species. Actions implemented must be specifically related to the species of concern and referenced in the recovery plan or conservation strategy. This work activity includes the collection, evaluation and reporting of species population information (including Special Status Species) necessary to determine if management decisions are being met. Actions include: hunting, fishing, and trapping regulations; grants to states and tribes; disease management, endangered species listing; endangered species recovery implementation; reintroductions; predictive population modeling; predator control/population reduction; subsistence programs (Alaska) nest structures, fish hatchery production, harvest of plants and animals for cultural and commercial purposes, fencing and enclosures; outreach, education and training.
This work activity also includes all labor and operating costs associated with documenting population status and trend, and recovery plan tasks or conservation strategy actions implemented. Do not include plan or strategy development.
Monitoring is different from inventory in that a specific hypothesis or question is tested (e.g., are population trends stable, declining or increasing?). For purposes of consistency, any site established for monitoring species populations will be considered a population (e.g., 180 bald eagle sites monitored is a more accurate reflection of the work, rather than reporting 1 population of bald eagles; 3 smolt traps in a basin to monitor Chinook salmon are counted as 3 sites, and hence 3 populations monitored).
Monitoring, inventory, or treatments that would normally be done for other reasons or for other programs should not be included here even if they occur in the same area of concern and may have positive effects for the species of concern. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7S: Protect/Enhance Wild and Scenic Rivers |
This work activity includes the costs associated with completing, amending, updating, or maintaining comprehensive river management plans on designated Wild and Scenic Rivers (WSRs); and conducting management actions necessary to protect and enhance free-flow, water-quality, and ORVs such as, controlling non-native species, fisheries enhancement, habitat improvement projects, project work, research, or activities relevant to protecting and enhancing WSR condition indicators. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7T: Protect/Enhance National and Scenic Historic Trails |
Includes all operations and labor costs associated with monitoring, evaluation, planning, administrative details, and implementation for the determination of whether management objectives and decisions related to nationally designated trails are being achieved. Work includes all monitoring and evaluation of the data to make the determinations. Work can be reported in the absence of an activity plan if the monitoring is done pursuant to a land use decision or some other form of documented decision.
Costs associated with hosting, attending or planning meetings, conferences, training or workshops; preparing, delivering, sharing or receiving data or information from or to external sources; day-to-day activities such as answering telephones, mail or email with external sources; development of agreements or MOU and the tracking of those documents; volunteer coordination activities not related to project implementation; and, all related to carrying out the responsibilities of the National Trail System Act for both administration and management are included.
Costs associated with developing and delivering multimedia interpretive programs, materials, training, exhibits and similar products are included.
Costs associated with the implementation of projects or the development and implementation of policy that either protects trail values or affects trail values are included. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7U: Gather/Remove Wild Horses and Burros |
All costs associated with the capture of wild horses or burros are charged to this work activity. These activities include: contracts for gathers, work and supplies necessary for gathers, sorting, care and such items as blood work for genetics, disease, research and Fertility Control, horse and/or equipment rental for gathers, costs of shipping animals from capture site to facilities; data entry and NEPA analysis and decisions related to gathers. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7V: Prepare/Hold Wild Horses and Burros |
All labor and operational costs associated with the care, preparation and holding of animals.
Costs include all supplies and time related to sorting, handling and holding of animals at facility; feed, vet care and freeze marking; gelding; training; secondary preparation as a result of long-term holding such as hoof-trimming and vaccines/worming; supplemental feed; contracts or costs for feed and care; addition of new material such as gravel; costs of solid waste disposal; leases for facilities; data entry; documentation of animal health care records; humane destruction of old, injured, lame or sick animals; identification of new animals and disposition of dead animals; all costs associated with supporting research projects.
Long term holding expenses are included in this work activity; including those associated with contracting and NEPA review |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7W: Adopt Wild Horses and Burros |
Includes all costs associated with the adoption of an animal: Advance site visits, promotional efforts and product development for public outreach, on-site for receipt, care, and loading animals, facility rental fees, auctioneer fees, paperwork at adoption event, screening applicants prior to adoption, data entry into automated systems for adopted animal, handling or shipping of animals, shipping costs from facilities to adoption events and return to facilities, secondary adoption through return, reassignment, exchange and repossession. This encompasses all work prior to an adoption event in preparation for that event. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7X: Treat Cultural and Natural Heritage Resources |
Includes all the costs associated with treating (stabilizing, rehabilitating, or restoring) DOI-inventoried archeological, historic or architectural districts, sites, structures, buildings, landscapes, paleontological localities, or places with important public and scientific use. May include definite locations (sites or places) of traditional cultural or religious importance to specified social and/or cultural groups.
Incidental tasks to treating the resource include surveying bureau land, managing and providing access to archival and manuscript collections, and performing acquisition and disposal, documentation and cataloging, preventive conservation, storage, access, interpretation and exhibition, and research and publication of cultural resources. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 7Y: Treat Museum Items |
All costs associated with performing conservation treatments on museum items. Typically performed by an individual designated as a Conservator .
Includes all costs related to professional conservation and preservation treatment of historic artifacts and specimens suitable for display in exhibits as well as the planning and specification development of exhibits and displays - includes costs for the construction or maintenance of exhibits or displays. Does not include costs of constructing or maintaining museum buildings.
Incidental tasks to treating the resource include performing preventive conservation, storage, and access; and performing restoration or museum items after suffering damage or decay. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 7Z: Manage Candidate Species |
Tasks: prepare candidate forms; evaluate status of candidate and other species at risk; review candidate forms; enter information into Environmental Conservation Online System - Threatened and Endangered Species System database; conduct status survey; review and approve forms; prepare and process candidate notices of review; manage species of concern list; coordinate with partners on status of candidates and other species at risk; review, update, and approve recycled petition findings; compile relevant information; write, review and brief candidate forms; perform peer reviews; conduct and review status reviews, including requests for technical assistance from National Marine Fisheries Service; compile, analyze, and report digital spatial data; develop program policy and guidance
Note: A candidate form provides status details for a species for which the Service has sufficient information on biological vulnerability and threats to propose the species for listing, and for which the Director has approved its addition to the Service's Candidate list. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| 80: Plan IT Investments |
Plan IT Investments (80) is to be used when planning for new IT investments, the planning and modernization or major enhancement of existing IT investments, and all work related to IT prototypes.
Reporting under this activity correlates to the planning component of IT investment Development/ Modernization/Enhancement reporting for individual investments, systems, or projects planned in the Exhibit 300 and parts 1, 2 or 4 of the Exhibit 53 and the Pre-Select and Select Phases of the Capital Planning and Investment Control (CPIC) Process. CPIC and Project Management program costs should be reported under work activity Perform Capital Planning and Project Management (84).
Use Plan IT Investments (80) for:
Analyzing requirements based upon, but not including the costs of, business process re-engineering. Assessing and planning for requirements unique to this IT investment, including necessary policy and procedures, information/data, security, architecture, and infrastructure
Determining project feasibility
Project management and planning directly related to an IT development, modernization, and major enhancement
Evaluating hardware and software options and methods
Performing life cycle costs analysis and planning
Performing a cost benefit analysis by assessing the benefits, risks, and risk-adjusted life-cycle costs of alternative solutions
Determining organizational impacts of the IT investment and alternatives
Coordinating with customers, stakeholders, and users on the IT investment
Establishing realistic cost, schedule, and performance goals before either proceeding to full acquisition of an IT investment or useful segment or terminating the investment or a legacy system
Development and submission of all capital planning and investment control documents for IT investments in the Preselect and Select phases of the Capital Planning and Investment Control (CPIC) process
Planning includes all preparatory activities required to achieve specific goals through an acquisition. Information gathering activities may include market research of available solutions, engineering and design studies, and prototypes. Depending on the nature of an investment, one or more planning segments may be necessary.
Plan IT Investments (80) includes the Integrated Project Team (IPT) FTE, government and contractor personnel, supervision and management of these functions, administrative training and meetings for employees performing these functions, and general administrative support staff for the local office performing the previously mentioned functions.
This work activity is NOT to be used to report CPIC or project management program costs that are to be reported under work activity Perform Capital Planning and Project Management (84). All aspects of planning for IT Security are to be reported under Secure IT (83) work activity. Do not use this work activity for costs planned in part 3 of the Exhibit 53. |
F |
5 |
Process |
F |
Investment Planning
|
IT Operations, Maintenance, and Management Functions |
Lifecycle/Change Management |
Information and Technology Management |
| 81: Acquire IT Investments |
Acquire IT Investments (81) is used to report on an IT investment’s full acquisition. Related costs include the procurement and implementation of an IT investment or useful segment/module. Reporting for this activity occurs after initial planning activities are complete, bureau and DOI Capital Planning and Investment Control (CPIC) processes select and approve the proposed technical approach, project (investment) plans and establishes the baseline cost, schedule and performance goals for this phase of an IT investment and before systems are accepted for operation and maintenance.
Reporting under this activity correlates to the acquisition component of the IT investment Development/ Modernization/Enhancement reporting for individual investments, systems, or projects planned in the Exhibit 300 and parts 1, 2 or 4 of the Exhibit 53 and the Control and Evaluation Phases of the Capital Planning and Investment Control Process.
Use Acquire IT Investments (81) for:
Integrated Project Team (IPT) costs directly related to acquisition, development, and installation of this investment
Finalizing the Cost Benefit analysis (CBA/BCA) initially reported under Plan IT Investments (80)
Detailed technical user requirements analysis and logical and physical design activities
Development of a software application and incremental reviews
User acceptance, functionality, and interoperability testing
Developing implementation procedures
Creating and distributing system and user documentation
Purchasing and installing needed hardware, software, supplies and services including upgrades and enhancements
Developing and testing training procedures
Installing hardware and software needed to implement system
Planning, coordinating, scheduling, and conducting initial training of users, administrators, customers, and stakeholders for operation, use and maintenance
Data conversion into new systems
This work activity includes the Integrated Project Team (IPT) FTE, both government and contractor personnel performing work in this activity, and the supervision and management of these functions, administrative training and meetings for employees performing these functions, and general administrative support staff typically doing local office support for employees performing these functions.
This work activity is NOT to be used to report CPIC or project management program costs that are to be reported under work activity 84. Do not use this program element for costs planned in part 3 of the Exhibit 53.
All aspects of acquisition for IT Security are to be reported under Secure IT (83) work activity. |
F |
5 |
Process |
F |
|
General Procurement Functions |
Goods Acquisition |
Supply Chain Management |
| 82: Operate and Maintain IT Investments |
Operate and Maintain IT Investments (82) is to be used when an IT investment is operational (steady state) after formal acceptance. This means the IT investment or useful segment/module of an IT investment has been delivered, deployed, and is performing the mission. Tasks required to manage an investment in operations and maintenance are reported under this activity, including performance monitoring and reporting performed by an operational analysis. This activity includes retirement/disposal costs of the investment, which is the final phase in the life cycle of the investment.
Reporting under this activity correlates to the operations and maintenance component of the IT investment reporting for individual investments, systems, or projects planned in Exhibit 300 and parts 1, 2 or 4 of Exhibit 53 and the Steady State Phase of the Capital Planning and Investment Control Process.
Operate and Maintain IT Investments (82) includes government and contractor personnel costs, supervision and management of these functions over the life of the IT investment after full acquisition is complete, including direct and indirect periodic or continuing costs of operation, maintenance, and management.
Use Operate and Maintain IT Investments (82) for:
Conducting any functions directly related to operation of the IT investment
Operations Center functions
Administrative and technical support personnel, product and service (both federal and contractor) costs that are in direct support of the IT investment
Planning, coordinating, scheduling, and conducting recurring training of users, administrators, customers, and stakeholders for operation, use and maintenance
Project management functions that ensure the IT investment is still performing according to established cost/financial and performance metrics including gathering, analysis and reporting of those metrics
System support services and maintenance
Planning and executing normal, planned technology maintenance, upgrades, replacement, and disposal
Conducting data capture functions directly related to operation of the IT investment
Customer support and services (evaluating change requests, Help Desk or similar support)
System backups and database backups
Configuration and change management costs
Monitoring systems and tuning for efficiency
COTR and contract functions
This work activity does NOT include routine use of systems by end users.
This work activity is NOT to be used to report significant modernization or major enhancement to steady state projects – use Plan IT Investments (80) and Acquire IT Investments (81) for any Development, Modernization and Enhancement (D/M/E) reported in DOI’s IT Investment Portfolio (OMB Exhibit 53).
This work activity is NOT to be used to report CPIC or project management program costs which are to be reported under work activity 84. Do not use this program element for costs planned in part 3 of the Exhibit 53.
All aspects of operations and maintenance for IT Security are to be reported under Secure IT (83) work activity. |
F |
5 |
Process |
F |
Operating and Maintaining Investments
|
IT Operations, Maintenance, and Management Functions |
Lifecycle/Change Management |
Information and Technology Management |
| 83: Secure IT |
Secure IT (83) is to be used when performing work to achieve and maintain compliance with OMB security policies and NIST guidance, including compliance with the Federal Information Security Management Act, including all IT security program costs and costs for securing individual IT systems, applications, and infrastructure. This work activity should be used to capture all IT security costs including planning, acquisition, and operation and maintenance of IT investments.
Reporting under this activity includes security costs reported on the OMB exhibits 53 and 300 for individual investments and the establishment and operation of an IT security program and office.
Use Secure IT (83) for:
Establishment and operation of an IT security program and functions
Creation and enforcement of IT Security policy and procedures
Establishment and maintenance of a Certification and Accreditation program
Plans of Actions and Milestones (POA&M) assessment, monitoring, analysis and evaluation, reporting, corrective action planning and execution
IT security training and awareness
Determining organizational impacts of Cyber Security policy, guidance, implementation and operation
IT Security activities performed throughout the life cycle of IT investments (planning, acquisition, and operations and maintenance) including identifying and implementing additional security controls for systems that promote or permit public access, other externally accessible systems, and those that are interconnected with systems over which program officials have little or no control
Ongoing IT security monitoring and testing
Performing IT security life cycle cost analysis and planning
Assessing the benefits, risks, and risk-adjusted life-cycle costs of alternative IT security postures
Establishing realistic cost, schedule, and performance goals, both strategic and tactical, for the IT security program
Establishing realistic cost, schedule, and performance goals, both strategic and tactical, for securing any individual IT investment or system
Risk education and assessment
Vulnerability education and assessment
Security controls and authentication tools
Secure IT (83) includes supervision and management of IT security functions, and general administrative support staff for the local office. |
F |
5 |
Process |
F |
Securing Assets
|
IT Security Functions |
Information Security |
Information and Technology Management |
| 84: Manage IT Architecture |
Manage IT Architecture (84) is to be used to report all work for developing, coordinating, and implementing policies, standards, guidelines, reporting, and providing related technical assistance for enterprise architecture.
Tasks required to develop, manage and utilize the architecture are reported under this activity, including monitoring and reporting of business data and processes. This activity includes all Interior Enterprise Architecture (IEA) and bureau architecture team work including creation and maintenance of target architectures and modernization blueprints that are not attributable to individual IT projects or investments.
Manage IT Architecture includes management of the program, including direct and indirect periodic or continuing costs of operation, maintenance, and management of the architecture and all related artifacts and processes. Reporting under this activity correlates to IT investment reporting under the OMB Exhibit 53 Part 3. IT Architecture and Planning.
Use Manage IT Architecture (84) for:
Establishment and operation of IT architecture program functions or offices
Conducting any functions directly related to operation of architecture tools, e.g. Department Enterprise Architecture Repository (DEAR) and Bureau Enterprise Architecture Repository (BEAR), including data capture and maintenance
Capture and maintenance of IT architecture artifacts, business information metadata and information on technology used by the business
Capture, analysis and maintenance of business processes
Developing, implementing, or providing oversight of policies and procedures for
Lifecycle management of data
Setting standards for consistency, accuracy, reliability and timeliness of data
Storage, scheduling and maintenance of data
Database design and performance
Data modeling, synchronization for all data structure changes, migration, and interoperability
Planning, coordinating, scheduling, or conducting recurring training for IT architecture
Creation and maintenance of target architectures and modernization blueprints
Preparation for, participation in, and operation of architecture teams or other teams when working on IT architecture matters
Conducting architecture analysis and compliance, including automation studies and assessments when upgrading and installing new software/hardware and its related business processes
This work activity is NOT to be used to report architecture costs for individual IT investments or projects, which are to be reported under work activities Plan IT Investments (80), Acquire IT Investments (81), or Operate and Maintain IT Investments (82).
Implementation of modernization blueprints, and development of solution architecture artifacts for individual IT assets are to be captured under work activity Acquire IT Investments (81). |
F |
5 |
Process |
F |
|
Enterprise Architecture Functions |
Enterprise Architecture |
Planning and Budgeting |
| 85: Perform Capital Planning and Project Management |
Perform Capital Planning and Project Management (85) is to be used when performing work to achieve and maintain compliance with OMB capital planning and investment control and project management requirements, including all program costs for portfolio management and project management which are not attributable to individual IT projects or investments. Reporting under this activity correlates to IT investment reporting under the OMB Exhibit 53 Part 3.
Use Perform Capital Planning and Project Management (85) for:
Establishment and operation of IT investment management and project management programs and functions
Creation and enforcement of policy and procedures
Developing and conducting training
Determining organizational impacts of capital planning and investment control and project management policy, guidance, implementation and operation
Conducting capital planning and investment control and project management program evaluations and quality control
Establishing realistic cost, schedule, and performance goals, both strategic and tactical, for the CPIC and project management program
Automated Capital Planning or Project Management tools
Overseeing development and quality control of capital planning and project management documents
Overseeing assessment of the performance of Interior’s IT portfolio and projects
Overseeing evaluation of steady state systems
Perform Capital Planning and Project Management (85) includes supervision and management of portfolio and project management functions, and general administrative support staff for the local office performing the previously mentioned functions.
This work activity is NOT to be used to report capital planning or project management costs for individual IT investments or projects, which are to be reported under work activities Plan IT Investments (80), Acquire IT Investments (81), or Operate and Maintain IT Investments (82). |
F |
5 |
Process |
F |
|
Capital Planning and Investment Control |
Capital Planning |
Planning and Budgeting |
| 8A: Acquire, Dispose, Loan Museum Items |
All costs associated with accessioning and deassessioning museum items and tracking museum items on loan (not including costs of cataloging). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 8B: Evaluate Invasive Plant Species Treatments |
Evaluation of the number of acres treated to determine effectiveness. All appropriate labor and operational costs associated with evaluation of weed treatments. This could include, but is not limited to employee salary, travel costs, vehicle costs, purchase of equipment (such as GPS units), contact costs, and map costs (GIS, base maps). |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| 8D: Conduct Environmental Consultations - Energy |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence resource use to enhance public benefit, promote responsible use, and ensure optimal value of energy resources:
Meet and communicate with the action agency and any applicant to gather additional information necessary for conducting consultations;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species resulting from implementing the action, develop reasonable and prudent measures (including terms and conditions to implement these measures) to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Conduct oversight/monitoring of action agency’s implementation of HF counterpart regulations via ACAs
Prepare draft and final biological opinions (BO) or letter of concurrence. |
F |
5 |
Process |
T |
|
Environmental Monitoring and Forecasting (Air) Functions |
Environmental Monitoring and Forecasting |
Environmental Management |
| 8E: Manage Project Lands |
This activity encompasses management activities (rather than maintenance work) required to protect project lands not covered under recreation areas or day-to-day facility maintenance. This work includes boundary surveys and fencing, aerial photography, responses to audits, maintenance of land records systems, administering crossing agreements, rights of use, permitting, etc. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| 8F: Manage Naturally Occurring Fires for Natural Resource Benefit (Wildland --> |
Time and materials required to manage a naturally occurring wildfire (as opposed to a prescribed fire) for resource benefits. Effort begins after the fire has been approved for wildland fire use, and continues until the fire is out or no longer requires active management. Includes all staff and contractor time, transportation costs, equipment, and supplies to manage the wildland fire.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 8G: Treat Commercial Forests and Woodlands |
This activity includes acres of forest and woodland commercial reforestation and forest development treatment associated with providing opportunities for environmentally responsible commercial activity and/or increasing wood fiber production. Includes all reforestation and forest development treatments which are not otherwise reported under DOI activity 1H (Administer Forest Resources).
Includes reforestation and forest development treatments within the Matrix under the Northwest Forest Plan or the Available Commercial Forest Land base (AVCFL) on Public Domain lands. These activities are designed primarily to increase fiber production and/or provide commercial opportunities. Reforestation and forest development activities such as pre-commercial thinning, fertilization, pruning; mechanical crushing/ chopping, machine and hand slash piling, lop and scatter, prescribed burning for site preparation or slash disposal; chemical site preparation; big game repellant (BGR) application, netting, tubing, electric fence, trapping, outplanting site fencing, or other animal damage controls; seedling planting, area seeding, etc.; are included. All reforestation and forest development projects funded by the Forest Ecosystem Health and Recovery Fund must be coded to DOI activity 1H.
Appropriate charges for commercial reforestation and forest development treatments include all costs associated with planning (including environmental clearances, NEPA, NHPA, Section 106, Section 7, VRM), preparing and implementing projects, including contract administration costs (but do not report any acres for contract administration under this or any other Workload Measure). Overhead and support costs may be coded to this activity. |
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 8H: Reduce Salt Loading into Colorado River/Reservoir System |
All activities conducted under Title II, Colorado River Basin Salinity Control Act (Basin-wide Program). This does not include operation and maintenance activities; or treatment directly related to project operations (Title I). |
F |
5 |
Process |
T |
|
Water Resource Treatments and Assessments |
Water Resource Management |
Natural Resources |
| 8J: Enhance Water Supply |
Developing and implementing measures to efficiently utilize water resources to produce/provide water to meet the range of needs of our water users to increase or maintain water supply to meet current or increasing demands. Includes activities related to water conservation, drought management, efficiency incentive efforts, water recycling and reuse, and water desalinization. Provide assistance to develop water management plans, modernize structures, automate operations, and demonstrate innovative technologies. |
F |
5 |
Process |
T |
|
Water Resource Administration |
Water Resource Management |
Natural Resources |
| 8K: Implement Environmental Recommendations |
The activity includes work associated with implementing recommendations to address ongoing operations and new species as specified in plans developed according to NEPA, ESA, CWA, other environmental and fish and wildlife laws and regulations, and National Historic Preservation Act (NHPA). Mitigation measures include such things such as fish screens, operational changes, structural modification etc. as required by BOs, RODs, Congressional directives, and other legal mandates; and development and design of recommendations. Proactive, partnership efforts are included. |
F |
5 |
Process |
T |
|
Water Resource Treatments and Assessments |
Water Resource Management |
Natural Resources |
| 8L: Conduct Environmental Consultations - Non-Energy |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence resource use to enhance public benefit, promote responsible use, and ensure optimal value of non-energy mineral resources.
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
T |
|
Environmental Monitoring and Forecasting (Air) Functions |
Environmental Monitoring and Forecasting |
Environmental Management |
| 8M: Conduct Environmental Consultations - Forage |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence resource use to enhance public benefit, promote responsible use, and ensure optimal value of forage resources.
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| 8N: Conduct Environmental Consultations - Forest |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence resource use to enhance public benefit, promote responsible use, and ensure optimal value of forest resources.
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| 8P: Manage Wildlife for Recreation |
NOTE: FWS TO PROVIDE DEFINITION |
F |
5 |
Process |
T |
|
Recreation Resource Management |
Recreational Resource Management and Tourism |
Natural Resources |
| 8Q: Prepare for Wildland Fires |
All work associated with preparing for wildland fires. Preparedness includes: All labor and operational costs of planned and predictable wildland fire management elements (except fuels reduction treatments, suppression, and rehabilitation) First eight (8) hours of regular time up to 40 hours per week of all employees coding their regular time to this activity that are assigned to wildland fire duties Recruiting, hiring and training personnel Purchase of and contracting for equipment, supplies, support, planning and coordination Policy development and oversight Interagency coordination and direction Funding of research projects by Universities and other scientific organizations, including administrative and support costs Detection devices Severity (escalated preparedness costs) required due to abnormally high or extreme fire danger, or fire seasons that start earlier than planned in the fire management plan or last longer than planned in the fire management plan.
|
F |
5 |
Process |
T |
|
Fire Planning |
Disaster Preparedness and Planning |
Disaster Management |
| 8R: Reduce Hazardous Fuels - Prescribed Fire (WUI) |
Treatments to reduce the buildup of hazardous fuels in the wildland urban interface to provide for firefighter and public safety and support land/resource management plan goals and objectives using prescribed fire. Where multiple treatments are necessary to meet fuel treatment objectives, such as mechanical treatment followed by prescribed fire, each treatment is counted individually and charged to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments within the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross-walking with other existing implementation plans, compliance with state (e.g. smoke), burn plans, other federal, and local laws, third party contracting, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments within the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, aircraft flight time, and initial construction of fuel breaks designed to protect the WUI Training in prescribed fire fuels treatment methods and techniques Costs associated with developing fuels treatment methods and techniques Costs associated with document preparation such as printing, collating, and distribution Training associated with preparing staff to complete plans, research and data searches and GIS associated activities This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 8S: Reduce Fuels - Mechanical (WUI) |
Treatments to reduce the buildup of hazardous fuels in the wildland urban interface to provide for firefighter and public safety and support land/resource management plan goals and objectives using manual or mechanical methods. Mechanical treatments include hand or mechanical thinning, pruning, crushing, chopping, lop and scatter, piling, brush cutting, chipping, etc. to reduce wildland fuels hazards. Where multiple treatments are necessary to meet fuel treatment objectives, such as mechanical treatment followed by prescribed fire, each treatment is counted individually and charged to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments within the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross-walking with other existing implementation plans, compliance with state, other federal, and local laws, third party contracting, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments within the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, and aircraft flight time Training in fuels treatment methods and techniques Costs associated with developing fuels treatment methods and techniques Costs associated with document preparation such as printing, collating, and distribution, Training associated with preparing staff to complete plans, research and data searches and GIS associated activities This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys.
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 8T: Suppress Wildland Fires in the WUI |
Responding to unwanted and unplanned wild fires in the wildland urban interface (WUI) with the intention of controlling them to avoid loss of life and property, natural resources, and social and economic values. Suppression responses are consistent with the direction outlined in approved fire management plans. Labor and other costs associated with the suppression of unplanned and unwanted wildland fires include: Salaries and benefits of firefighting and support personnel (excluding the base 8 hours of regular time each day up to 40 hours per week for fire personnel and including base 8 for non-fire personnel who are working on a fire suppression operation) Aircraft operations, logistical and subsistence support costs for all employees assigned to the fire, Supplies and equipment (including replacement of lost or destroyed capitalized and expendable equipment covered by a board of survey action), Contracts for goods and services, rental of equipment and facilities, associated logistical support, and measures taken to correct damages resulting from actions taken to suppress the wildfire. Costs associated with investigation and review activities related to specific wildland fires Costs of returning suppression equipment to a serviceable condition. Costs associated with escalated preparedness (severity) that is required due to abnormally high or extreme fire danger, or fire seasons that start earlier than planned in the fire management plan or last longer than planned in the fire management plan.
|
F |
5 |
Process |
T |
Implement Response
Monitor Response
Plan Response
Validate Fire Reported
|
Wildland Fire Fighting Operations |
Emergency Response |
Disaster Management |
| 8U: Reduce Hazardous Fuels - Other (WUI) |
Other fuels reduction treatments (WUI) are specific fuels treatments undertaken using chemical or biological agents with the defined objective of mitigating the risk to a community for wildland fire on federal lands. Each project is undertaken within the guidance outlined in a project specific plan compliant with all applicable Federal, Tribal, State, and local law. Where multiple treatments are necessary to meet fuel treatment objectives, each treatment is counted individually and charged to the specific work activity. Costs for this activity include: Salaries, benefits, travel and supplies for personnel directly involved in planning fuels management treatments within the WUI including: staff time for collaboration (outreach, community workshops, meetings, public meetings, etc.) with other entities and the public, consultation with tribes, risk assessments, NEPA and ESA analyses, mitigation planning, condition class assessments, identification of treatment needs, coordination and cross-walking with other existing implementation plans, chemical prescriptions, compliance with state, other federal, and local laws, third party contracting, etc. Salaries, benefits, travel and supplies for personnel directly involved in preparing and implementing fuels management treatments within the WUI including: on-the-ground manipulation of vegetation and soil, contracts, equipment, equipment rental, initial treatment effects monitoring, plot establishment, and aircraft flight time Training in fuels treatment methods and techniques Costs associated with developing fuels treatment methods and techniques Costs associated with document preparation such as printing, collating, and distribution, Training associated with preparing staff to complete plans, research and data searches and GIS associated activities This activity does not include costs for cultural and historical surveys, T&E species surveys, and archeological surveys
|
F |
5 |
Process |
T |
|
Land Treatments |
Conservation, Marine and Land Management |
Natural Resources |
| 8V: Remediate Abandoned Mine Land (AML) and Physical Safety Hazards |
This work activity captures the costs for mitigation of natural and man-made situations that pose health, safety and/or environmental risk or hazard to the public. This work activity does not include emergency response or support-related to hazardous substances releases or clean-up actions associated with hazardous materials sites.
This work activity includes all costs (labor and operations including equipment, travel, materials and contracts) associated with planning, conducting, overseeing and documenting the activities and programs described below:
Mitigation/remediation of physical safety hazards at AML sites such as cast-away equipment, abandoned structures, solid waste dumps, weakened dams, unexploded ordnance, unstable slopes, potential rock slides, mining entrances and caves;
Direct mitigation and remediation actions at sites where a death or injury has occurred;
Performance of mitigation/remediation actions that have been identified in an assessment or evaluation and documented in a ROD or memorandum located in a site case or administrative file;
Notification activities associated with mitigation actions or programs designed to mitigate or remediate environmental hazards;
Preparing closure reports and updating/maintaining administrative or case record files; and
Application review and selection, allocation, distribution tracking and evaluation of grants and programs to enhance responsible use management practices and/or to ensure adequate mitigation/ remediation of health, safety and environmental hazards caused by past mining practices.
Mitigation/remediation may be accomplished directly through mechanical means or through administrative closure orders, posting warning signs, fencing or other institutional controls designed to warn against dangers or guard against hazards. |
F |
5 |
Process |
T |
|
Environmental Remediation Functions |
Environmental Remediation |
Environmental Management |
| 8W: Mitigate Hazmat Risk Sites |
This work activity includes all costs (labor and operations including equipment, travel, materials and contracts) associated with the planning, conducting, overseeing and documenting of the activities described below:
Emergency response support actions, requested by a designated lead agency, in response to a hazardous substance release;
Clean-up actions (removal, remedial, and corrective measures);
Corrective measures taken in response to an order under RCRA 7003 and cleanup actions taken for Underground Storage Tanks under RCRA.;
Cleanup actions taken under the Oil Pollution Act (OPA) for petroleum releases that are not a result of currently operating oil fields;
Community relations activities associated with emergency response support and clean-up actions described above;
Preparing closure/final reports.
Updating and maintaining administrative record and case files.
Training activities associated with the above activities, including participation in the development of training and policy/guidance to improve processes described above. |
F |
5 |
Process |
T |
|
Pollution Prevention - Hazmat |
Pollution Prevention and Control |
Environmental Management |
| 8X: Conduct Environmental Consultations for Recreation |
This activity includes the following tasks to complete the Section 7 consultation process for projects that manage or influence the protection of recreation resources:
Meet and communicate with the action agency and any applicant to gather additional information necessary to conduct the consultation;
Assess the status of the species and critical habitat that may be affected by the project;
Verify the scope of the proposed action, analyze the effects of the action, including cumulative effects, and develop reasonable and prudent alternatives to avoid jeopardy to listed species and destruction or adverse modification of designated critical habitat;
Assess likely incidental take of listed species of implementing the action, develop reasonable and prudent measures, and terms and conditions to implement these measures, to minimize the impacts of this incidental take;
Develop conservation recommendations;
Develop alternative consultation agreements;
Oversee/monitor action agency’s implementation of HF counterpart regulations via ACAs; and
Prepare draft and final biological opinions or letter of concurrence. |
F |
5 |
Process |
T |
|
Recreation Resource Planning |
Recreational Resource Management and Tourism |
Natural Resources |
| 8Y: Evaluate National And Scenic Historic Trails |
Includes all operations and labor costs associated with determining whether management objectives and decisions related to nationally designated National Scenic and Historic Trails are being achieved. Work includes all monitoring and evaluation of the data to make the determinations. Work can be reported in the absence of an activity plan if the monitoring is done pursuant to a land use decision or some other form of documented decision.
Costs associated with hosting, attending or planning meetings, conferences, training or workshops; preparing, delivering, sharing or receiving data or information from or to external sources; day-to-day activities such as answering telephones, mail or email with external sources; development of agreements or MOU and the tracking of those documents; volunteer coordination activities not related to project implementation; and, all related to carrying out the responsibilities of the National Trail System Act for both administration and management are included. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 8Z: Administer Cultural and Natural Heritage Grants |
The application review and selection, allocation, distribution, and tracking of grants to protect, restore and maintain cultural and natural heritage resources. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| 9C: Oversee/Administer Water Service Contracts |
Includes all work necessary to monitor, review, administer, research, collect data, negotiate, develop, create and renew water service contracts, including all required NEPA activities and other assessments related to administering and renewing contracts. |
F |
5 |
Process |
T |
|
Water Resource Administration |
Water Resource Management |
Natural Resources |
| 9D: Provide Additional Water to Meet Various Needs |
Provides water for availability to meet a range of needs (use, timing, and amount). Water banking includes water storage, water transfers, water purchases, ground water recharge and water leasing for various uses by Reclamation and/or other users to optimize supply. |
F |
5 |
Process |
T |
|
Water Resource Administration |
Water Resource Management |
Natural Resources |
| 9E: Conduct Commercial RIK |
MRM BRM |
F |
5 |
Process |
T |
|
Energy Resource Compliance and Regulation |
Energy Resource Management |
Energy |
| 9L: Process Land Acquisitions |
Includes all costs associated with resource data collection (e.g., NEPA, mineral reports, Section 106 compliance, Section 7 consultation, environmental site assessments (ESA) reports, local community considerations (planning), appraisals and appraisal reviews); preparation of Land and Water Conservation Fund (LWCF) funding requests; survey of property(ies); exchange agreements; collection and receipt of payments, etc.; land status checks, preparation and issuance of acquisition and patent and other conveyance documents; records notation; land classification preparation and publication; and other public notice documentation, protests and appeals, determination, collection and receipt of processing costs and equalization payments, management of ledger accounts, management approval of exchange proposals, issuance of patents, acceptance of title, et al. |
F |
5 |
Process |
T |
|
Realty Management |
Conservation, Marine and Land Management |
Natural Resources |
| 9M: Process Land Withdrawal Actions |
This work activity includes all work associated with processing withdrawal actions, including authorizing new withdrawals and reviewing, vacating, modifying, revoking, terminating, etc., existing withdrawals.
Costs coded to this work activity include: Resource data collection; (e.g., NEPA, environmental site assessment (ESA) reports consistent with American Society for Testing and Materials (ASTM) standards, Section 106 compliance, Section 7 consultation, GIS and other supporting efforts, etc.); land status checks, application evaluation, docketing, etc.; Coordination with Federal agencies either holding or seeking withdrawals; Obtaining appropriate management/congressional approvals; Coordination with external groups or customers; etc. Includes work associated with withdrawals enacted by Congress.
This work activity also includes all work related to FERC hydropower licensing and re-licensing to improve protective measures for resource values on the public lands. Work related to processing hydropower right-of-way authorizations on the public lands is not included in this work activity. |
F |
5 |
Process |
T |
|
Realty Management |
Conservation, Marine and Land Management |
Natural Resources |
| 9R: Approve Cadastral Surveys |
This activity includes all costs from draft field notes and plat completion through examination, acceptance and official filling, supplemental plats, amended protraction diagrams, mineral surveys, re-monumentation and water rights office review. |
F |
5 |
Process |
T |
|
Cadastral Survey |
Conservation, Marine and Land Management |
Natural Resources |
| 9T: Manage Indian Land Consolidation |
Activity includes all costs associated with addressing the complex issue of reducing fractionation on Indian trust and restricted lands, and developing additional ways of streamlining the ILCA process as follows:
Develop expansion plans to all allotted reservations by considering federal and tribal government benefits and costs of Indian Land Consolidation Program (ILCP) using LTRO data on number of interests, fractionation rate, and costs provided by Office of Appraisal Services (OAS);
Develop acquisition plan and payment provisions for Youpee interests;
Develop alternative approaches for targeting tracts and owners to maximize benefits;
Draft proposals for legislative and administrative changes to enhance program effectiveness and efficiency;
Facilitate oversight, training and support to ILCO staff and contractor(s) to process applications and purchase interests;
Collaborate with the Tribes and Tribal Land acquisition programs to identify targeted tracts;
Maintain cooperative agreements with reservations;
Identify program impacts on federal trust management;
Develop case management system to increase efficiency in processing of applications for acquisition;
Provide outreach of program to tribes and interest owners by newspaper, on-site visits, radio and other media; and
Conduct periodic evaluations of ILCO field sites and Land, Titles & Records Offices. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| 9U: Support Hydropower Licensing/Relicensing |
Costs coded to this work activity include: resource data collection and studies, NEPA, ESA and NHPA reports, Section 106 compliance, Section 7 consultations, GIS support, land status checks, application evaluation, docketing, coordination with FERC and external groups or customers and other supporting efforts for the hydropower licensing and relicensing program. |
F |
5 |
Process |
T |
|
Energy Resource Lease Processing |
Energy Resource Management |
Energy |
| 9V: Process Land Disposals |
Includes all costs associated with Resource data collection; (e.g., NEPA, mineral reports, Section 106 compliance, Section 7 consultation, environmental site assessments (ESA) reports consistent with American Society for Testing and Materials (ASTM) standards; local community considerations (planning); appraisals and appraisal reviews; collection and receipt of payments, etc.); land status checks, preparation and issuance of patent and other conveyance documents, records notation, land classification preparation and publication, and other public notice documentation, protests and appeals, rejection of applications, etc.
This work activity does not include work associated with lands and realty compliance inspections. |
F |
5 |
Process |
T |
|
Realty Management |
Conservation, Marine and Land Management |
Natural Resources |
| A0: Monitor And Evaluate Fuels Reduction and Post-Fire Rehabilitation Treatm--> |
Fuels treatments include chemical, mechanical, vegetation seeding or re-vegetation treatments, prescribed fires, wildland fire for resource benefit or a combination of these treatments. Costs for monitoring and evaluating fuels treatments include: Labor and other costs associated with monitoring and evaluating the short-term effects of fuels management treatments, Monitoring weed or other vegetation, and Evaluating vegetation response to the fire or treatment. Costs for monitoring and evaluating emergency stabilization and rehabilitation treatments include: Labor and other costs associated with monitoring and evaluating rehabilitation projects and actions for up to three growing seasons after fire control. This includes monitoring plot establishment, reading of studies, data analysis and preparation of an evaluation report. Acres monitored are reported each year that studies are read and when the evaluation report is completed. Initial treatment effects monitoring, plot establishment, and first year post-treatment monitoring. Salaries, benefits, travel and supplies for personnel directly involved in monitoring and evaluation for actions taken prior to and during treatment to measure treatment effectiveness and ecological change. Monitoring and evaluation may extend beyond the 3-year period of rehabilitation actions.
|
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| A1: Inventory Ecological Sites On Rangelands/Farmlands |
Includes all labor and operational costs associated with conducting ecological site inventories (ESI) such as planning for the inventory, GIS support, data management, contracts/interservice agreements, and equipment purchases/rental.
Activity involves mapping ecological sites and vegetation communities, and the systematic sampling of these sites to, at a minimum, determine above the ground annual production on all vegetation species. All techniques used are pattented after those identified in the Natural Resource Conservation Services/ National Range and Pasture Handbook (1997).
Information collected is used to determine site potential for numerous land uses, including what are appropriate benchmarks for ecological condition for that site. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| A8: Collect, Manage and Distribute Data to Inform Decisions on Fire-Adapted --> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that improve the information base for decision making on fire-adapted ecosystems. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of samples
Data integration/processing
Satellite operations
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific fire-adapted ecosystem research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Fire-Adapted Ecosystems (L1). Data collection supporting assessment projects is coded to DOI Activity Conduct Assessments to Inform Decision on Fire-Adapted Ecosystems (L0). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Fire-Adapted Ecosystems (X2). Data management for all fire-adapted ecosystem projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| Accept Returns |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Access to Care |
Access to Care – focuses on the access to appropriate care. This includes streamlining efforts to receive care; ensuring care is appropriate in terms of type, care, intensity, location and availability; providing seamless access to health knowledge, enro |
T |
3 |
Sub Function |
T |
|
|
Access to Care |
Health |
| Access to Transaction Systems (FBMS) |
Program managers need ready access to transaction information. This capability will provide program managers with access to transaction level information from a single viewing capability into the financial management systems to allow program managers to see detailed transactions to support information provided on management reports. FBMS Activity -- XI.7 Access to Transaction Systems |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| ACCOUNT INITIATION MANAGEMENT PROCESS (FBMS) |
This process manages the designation and approval of employees to receive training, the BOA MasterCard and identifying the account's default accounting code and authorization levels for card usage. FBMS Activity -- IV.1.A ACCOUNT INITIATION MANAGEMENT PROCESS |
F |
7 |
Task |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| ACCOUNT MAINTENANCE MANAGEMENT PROCESS (FBMS) |
This process revises and updates employee authorization levels, addresses, accounting information and access to SmartPay information system. FBMS Activity -- IV.1.B ACCOUNT MAINTENANCE MANAGEMENT PROCESS |
F |
7 |
Task |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| Account Servicing (FBMS) |
The Account Servicing sub-function supports routine invoicing and collection of debts. FBMS Activity -- XII.2 Account Servicing |
F |
5 |
Process |
F |
ACCOUNT STATUS MAINTENANCE PROCESS (FBMS)
BILLING AND COLLECTION PROCESS (FBMS)
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| ACCOUNT STATUS MAINTENANCE PROCESS (FBMS |
|
F |
1 |
Unknown |
F |
|
|
|
|
| ACCOUNT STATUS MAINTENANCE PROCESS (FBMS) |
Agencies' direct loan systems must contain adequate and current information reflecting loan payment history, including occurrences of delinquencies and defaults, and any subsequent loan actions that re-sult in payment deferrals, refinancing, or rescheduling. The Account Status Maintenance process consists of the following major activities:
o Direct Loan Modifications, and
o Troubled Debt Servicing.
FBMS Activity -- XII.2.B ACCOUNT STATUS MAINTENANCE PROCESS |
F |
7 |
Task |
F |
|
Account Servicing (FBMS) |
Funds Control |
Financial Management |
| Accounting |
Accounting – entails accounting for assets, liabilities, fund balances, revenues and expenses associated with the maintenance of federal funds and expenditure of federal appropriations (Salaries and Expenses, Operation and Maintenance, Procurement, Workin |
T |
3 |
Sub Function |
F |
General Financial Management Functions
CORE FINANCIAL FUNCTION (FBMS)
|
|
Accounting |
Financial Management |
| ACCOUNTING CLASSIFICATION STRUCTURE MANAGEMENT PROCESS (FBMS) |
Within each department or agency, the accounting classification structure and definitions must be standardized to ensure consistency, uniformity, and efficiency in accounting treatment, classification, and reporting. The Accounting Classification Structure Management process provides a consistent basis for:
o Consolidating government-wide financial information.
o Integrating planning, budgeting, and accounting.
o Capturing data at the lowest level of detail-at the point of data entry-throughout the agency in a manner that ensures that when data is rolled up to the level that is standardized, it is consistent at the standardized level,
o Comparing and combining similar programs across agencies and calculating overall program re-sults.
The OMB Circular A-127, Financial Management Systems, requires financial management systems to reflect an agency-wide financial information classification structure that is consistent with the U.S. Government Standard General Ledger (SGL), provides for tracking of specific program expenditures, and covers financially related information.
Additionally, it states: Financial management system designs shall support agency budget, accounting, and financial man-agement reporting processes by providing consistent financial information for budget formulation, budget execution, programmatic and financial management, performance measurement, and financial statement preparation.
The accounting classification structure is a subset of the agency financial information classification structure, which also includes financially related personnel information, performance measurement information, and other financial information needed by the agency. It provides the means for catego-rizing financial information along several dimensions as needed to support financial management and reporting functions. The data elements a particular bureau includes in its accounting classification structure will depend on the Department's implementation strategy for the SGL chart of accounts and the accounting models which are standardized within Interior to ensure appropriate data aggregation to meet management requirements, requirements for the preparation of financial statements under the CFO Act, compliance with OMB and Treasury reporting requirements and other reporting require-ments using financial data.
FBMS Activity -- II.6.A ACCOUNTING CLASSIFICATION STRUCTURE MANAGEMENT PROCESS |
F |
7 |
Task |
F |
|
Core Financial System Management (FBMS) |
Accounting |
Financial Management |
| Accounting for Property (FBMS) |
The Accounting for Property sub-function pertains to recording the acquisition cost of the property, or net book value/fair market value for donated or transferred items. For capitalized property, the function re-cords the acquisition cost, net book value or fair market value of donated or transferred assets, the property's useful life, salvage value, and depreciation/amortization method. In addition to the initial value, it also records all capitalizable improvements. Upon disposal, or when identified for disposal and no longer in use, the function identifies the property record as a disposal and no longer includes the value of the as-set and its associated accumulated depreciation/amortization in calculating the gross and net book value of property. This function calculates depreciation/amortization on property, captures deferred mainte-nance, condition, and clean-up cost information and provides this information to the Core Financial System. FBMS Activity -- V.3 Accounting for Property |
F |
5 |
Process |
F |
DEPRECIATION/AMORTIZATION PROCESS (FBMS)
MAINTAIN FINANCIAL INFORMATION ON PROPERTY PROCESS (FBMS)
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Accounting for Real Property (FBMS) |
The accounting for property sub-function pertains to recording the acquisition cost of the real property, or fair market value for donated or transferred items. For capitalized property, this sub-function records the acquisi-tion cost, fair market value of donated or transferred assets, the property=s useful life, salvage value, and depreciation method. In addition to the initial value, it also records all capitalized improvements. Upon disposal, or when identified for disposal and no longer in use, the function identifies the property record as a disposal and no longer includes the value of the asset and its associated accumulated depreciation in calculating the gross and net book value of the property. This sub-function calculates depreciation on prop-erty, captures deferred maintenance, condition, and clean-up cost information and provides this informa-tion to the Core Financial System. FBMS Activity -- VIII.4 Accounting for Real Property |
F |
5 |
Process |
F |
MAINTAIN PROPERTY FINANCIAL INFORMATION PROCESS (FBMS)
OPERATING EXPENSE FINANCIAL TRACKING PROCESS (FBMS)
REAL PROPERTY CAPITALIZATION PROCESS (FBMS)
REAL PROPERTY FINANCIAL TRACKING OF TRANSFER/DISPOSAL PROCESS (FBMS)
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| ACCRUALS, CLOSING, AND CONSOLIDATION PROCESS (FBMS) |
The Accruals, Closing and Consolidation Process creates accrual transactions and closing entries needed at the end of a period (month or year) for reporting purposes. It also controls and executes pe-riod-end system processes needed by the system to open a new reporting period, such as rolling for-ward account balances or reversing certain year-end entries. This process supports the preparation of consolidated financial statements by identifying information needed in that process. FBMS Activity -- II.3.B ACCRUALS, CLOSING, AND CONSOLIDATION PROCESS |
F |
7 |
Task |
F |
|
General Ledger Management (FBMS) |
Accounting |
Financial Management |
| ACCRUE LEAVE |
Accrue each type of leave to which an employee is entitled, including partial accruals and carryovers. Special accrual rules for employees using donated leave, etc., must be accom-modated. FBMS Activity -- X.9.A ACCRUE LEAVE |
F |
5 |
Process |
F |
|
Leave Processing |
Benefits Management |
Human Resource Management |
| Acquiring/Receiving of Personal Property (FBMS) |
The Acquiring/Receiving of Personal Property sub-function addresses assumption of initial physical control when personal property is delivered. This process addresses initial physical control when property is de-livered or property is placed in service. Property is recognized as accountable when title passes to the entity obtaining the property or when goods are delivered. Property may be purchased, leased, loaned, granted, transferred, constructed, or donated. The property management sub-function may obtain information from the acquisition system when property is ordered. The property management sub-function records receipt of property and the results of an initial physical inspection regarding the condition of property, whether from vendor, donated, transferred, or gained through discovery.
Upon receipt of property, it captures confirmation information about physical receipt and forwards the information to the acquisition system and the Core Financial System. FBMS Activity -- V.1 Acquiring/Receiving of Personal Property |
F |
5 |
Process |
F |
INITIAL ASSET ACQUISITION PROCESS (FBMS)
PROPERTY TRACKING AND CONTROL PROCESS-1 (FBMS)
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Acquisition Data Exchange (FBMS) |
The Acquisition Data Exchange electronically connects up the acquisition process with other critical systems that support the property management function, the core financial function including the payment process and the SmartPay Program. FBMS Activity -- III.5 Acquisition Data Exchange |
F |
5 |
Process |
F |
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Acquisition Forecasting (FBMS) |
The Acquisition Forecasting sub-function provides acquisition official with estimates for acquisition activity over a period in the future to increase their ability to serve their customer better. FBMS Activity -- III.1 Acquisition Forecasting |
F |
5 |
Process |
F |
ACQUISITION PLANNING PROCESS (FBMS)
FORECASTING REQUIREMENTS PROCESS (FBMS)
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| ACQUISITION FUNCTION (FBMS) |
The Acquisition Function supports the acquisition process of obtaining goods and services. It prepares and tracks the status of requisitions, purchases orders, and contracts; records and validates the receipt of goods and services; and provides information to the core financial systems for matching invoices and is-suing payments. FBMS Activity -- III. ACQUISITION FUNCTION |
F |
4 |
Function |
F |
Acquisition Data Exchange (FBMS)
Acquisition Forecasting (FBMS)
Acquisition Reporting (FBMS)
Post-Award Administration (FBMS)
Presolicitation (FBMS)
Procurement Systems Management (FBMS)
Solicitation-Award (FBMS)
|
Goods Acquisition |
Goods Acquisition |
Supply Chain Management |
| ACQUISITION PLANNING PROCESS (FBMS) |
This process assists managers in preparing written, formal acquisition plans. FBMS Activity -- III.1.B ACQUISITION PLANNING PROCESS |
F |
7 |
Task |
F |
|
Acquisition Forecasting (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Acquisition Reporting (FBMS) |
Acquisition Reporting supports the need to provide information on acquisition to internal and outside parties FBMS Activity -- III.6. Acquisition Reporting |
F |
5 |
Process |
F |
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| ADJUST LABOR DISTRIBUTION COSTS |
Provide flexibility to update data elements driving the cost accumulation process. FBMS Activity -- X.11.B ADJUST LABOR DISTRIBUTION COSTS |
F |
5 |
Process |
F |
|
Labor Cost and Distribution |
Employee Relations |
Human Resource Management |
| ADJUST LEAVE |
Modify leave accruals, limits and/or balances for employees who change either leave systems or work schedules (i.e., full-time to part-time, etc.). FBMS Activity -- X.9.C ADJUST LEAVE |
F |
5 |
Process |
F |
|
Leave Processing |
Benefits Management |
Human Resource Management |
| ADJUST PAY CALCULATIONS |
Electronically compare leave, benefits, and payments, for adjusted time and attendance data with prior period data and automatically compute differences. FBMS Activity -- X.10.C ADJUST PAY CALCULATIONS |
F |
5 |
Process |
F |
|
Pay Processing |
Compensation Management |
Human Resource Management |
| ADMINISTER EMPLOYEE DEVELOPMENT PROGRAM (FBMS) |
Support the planning, development and delivery of training and career development programs to meet agency and employee needs. Track completion of training by employees. FBMS Activity -- X.7.A ADMINISTER EMPLOYEE DEVELOPMENT PROGRAM |
F |
5 |
Process |
F |
|
Work Force Development (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| ADMINISTER INCENTIVE PROGRAMS |
Assure eligibility edits, obtain necessary approvals, and process necessary documentation for incen-tive awards. FBMS Activity -- X.6.A ADMINISTER INCENTIVE PROGRAMS |
F |
5 |
Process |
F |
|
Labor-Management and Employee Relations |
Employee Relations |
Human Resource Management |
| ADMINISTER LABOR RELATIONS |
Gather and store data in support of negotiations or other labor-management discussions, contract ad-ministration and to resolve disputes. Data on the dollar value of time spent by union employees on representational activities including travel and per diem and the dollar value of services provided to unions (telephones, office space, computers, etc.) should also be tracked and reported by human re-sources or financial management systems. FBMS Activity -- X.6.D ADMINISTER LABOR RELATIONS |
F |
5 |
Process |
F |
|
Labor-Management and Employee Relations |
Employee Relations |
Human Resource Management |
| ADMINISTER PERFORMANCE MANAGEMENT |
Includes all tasks involved in administering a system for evaluating employee performance, awards and probationary periods. FBMS Activity -- X.6.C ADMINISTER PERFORMANCE MANAGEMENT |
F |
5 |
Process |
F |
|
Labor-Management and Employee Relations |
Employee Relations |
Human Resource Management |
| Advising and Consulting |
Advising and Consulting – involves the guidance and consultative services provided by the federal government to support the implementation of a specific Service for Citizen. |
T |
3 |
Sub Function |
F |
N4: Assess and Evaluate Financial Management Practices (Insular Areas)
|
|
Advising and Consulting |
Knowledge Creation and Management |
| Agricultural Innovation and Services |
Agricultural Innovation and Services – involves the creation and dissemination of better methods for farming and forestry, including the development of improved and healthier agricultural and forestry products. |
T |
3 |
Sub Function |
T |
Public Resources Management
|
|
Agricultural Innovation and Services |
Natural Resources |
| Air Transportation |
Air Transportation – involves the activities related to the safe passage of passengers or goods through the air. It also includes command and control activities related to the safe movement of aircraft through all phases of flight for commercial and milit |
T |
3 |
Sub Function |
T |
|
|
Air Transportation |
Transportation |
| AMENDING SOLICITATIONS PROCESS (FBMS) |
This process determines whether there is a need to amend or cancel the solicitation. This process would also prepare and issue an amendment if necessary which could include changes in the work statement, requirements, or specifications, date and time of bid opening or RFP clause or provisions and terms and conditions. FBMS Activity -- III.3.D AMENDING SOLICITATIONS PROCESS |
F |
7 |
Task |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| ANALYZE ORGANIZATION STRUCTURE |
Provide the analysis, recommendations, and maintenance of position structures supporting an as-signed task. FBMS Activity -- X.2.A ANALYZE ORGANIZATION STRUCTURE |
F |
5 |
Process |
F |
|
Position Management and Classification |
Employee Relations |
Human Resource Management |
| ANNOUNCING PROPOSED PROCUREMENTS PROCESS (FBMS) |
This process involves selecting and employing methods for publicizing the requirements. The process includes issuing the solicitation to potential offers and otherwise making it available and, if required, the activity would include preparing and forwarding the CBD no-tice or notices to the Government Single Point of Entry. It would also include handling pre-bid/ pre-proposal conferences and pre-award inquires. FBMS Activity -- III.3.C ANNOUNCING PROPOSED PROCUREMENTS PROCESS |
F |
7 |
Task |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Appeals Received |
MRM BRM |
F |
7 |
Task |
T |
CC9: Process Appeals - Indian
CD7: Process Appeals - Federal
F40: Process Financial Services Appeals
F42: Manage Appeal Sureties - Onshore
F43: Manage Appeal Sureties - Offshore
F44: Manage Appeal Sureties - Indian
|
Settlements/ Decisions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| APPLICATION PROCESS (FBMS) |
The grants process calls for preliminary and/or full applications from organizations or individuals de-siring to participate in the agency program, describing their proposed work, project team, and budget justification.
Upon receipt of a grant application, agencies usually provide a status indication (by telephone, post-card, letter, or on-line web site) to the applicant, pending completion of a review of their application and final decision.
FBMS Activity -- VII.1.A APPLICATION PROCESS |
F |
7 |
Task |
F |
|
Pre-Award (FBMS) |
Funds Control |
Financial Management |
| APPLICATION SCREENING PROCESS (FBMS) |
In order to determine the eligibility of loan applicants, agencies must screen applicants for program eligibility and, where appropriate, creditworthiness, as well as check funds avail-ability. During screening, the system captures information about both approved and disap-proved applications for use in subsequent loan activities.
The Application Screening Process consists of the following major activities:
o Process Loan Application,
o Evaluate Applicant Program Eligibility,
o Conduct Credit Analysis,
o Conduct Funds Control, and
o Approve/Reject Credit Request.
FBMS Activity -- XII.1.A APPLICATION SCREENING PROCESS |
F |
7 |
Task |
F |
|
Loan Extension (FBMS) |
Funds Control |
Financial Management |
| APPLY RECOMMENDED PAY SCALES |
Determine and apply the appropriate pay scale for the employee. FBMS Activity -- X.3.E APPLY RECOMMENDED PAY SCALES |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| Approve Agency Recreation Information |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| ARCHIVING AND PURGING PROCESS (FBMS) |
The Archiving and Purging Process supports data management for the Core financial system. It removes data that is no longer needed for immediate access from the system data stores used for inquiry and reporting on current information. Archiving moves data to a more permanent storage medium that generally also has a longer access time, for example, moving records from disk to tape. Purging deletes data altogether. To balance user needs with resource limitations, the system administrator and users should jointly agree on archiving and purging criteria. FBMS Activity -- II.6.D ARCHIVING AND PURGING PROCESS |
F |
7 |
Task |
F |
|
Core Financial System Management (FBMS) |
Accounting |
Financial Management |
| Asset and Liability Management |
Asset and Liability Management – provides accounting support for the management of assets and liabilities of the federal government. |
T |
3 |
Sub Function |
F |
|
|
Asset and Liability Management |
Financial Management |
| ASSIGN EMPLOYEES |
Includes those actions necessary to process requests by management or the employee that affect employees during Federal employment. This involves actions that promote, reassign, detail, and voluntarily separate employees. FBMS Activity -- X.3.C ASSIGN EMPLOYEES |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| Audit Funds Flow |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| AUDIT TRAILS PROCESS (FBMS) |
Adequate audit trails are critical to providing support for transactions and balances maintained by the Core financial system. While audit trails are essential to auditors and system evaluators, they are also necessary for day-to-day operation of the system. For example, they allow for the detection and systematic correction of errors. FBMS Activity -- II.6.C AUDIT TRAILS PROCESS |
F |
7 |
Task |
F |
|
Core Financial System Management (FBMS) |
Accounting |
Financial Management |
| Audits |
MRM BRM |
F |
6 |
Activity |
T |
Gas Processing Plant Audits
Indian MRM Audits
Indian STRAC Audits
Offshore Federal Audits
Onshore Federal Audits
Onshore Federal STRAC Audits
Other Audits
Solids & Geothermal – Federal Audits
Solids & Geothermal – Indian Audits
Transportation System Audits
|
2H: Ensure Compliance and Manage Assets - Mineral Revenues |
Energy Resource Management |
Energy |
| Authorize the Refund Obligation |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Aviation Fleet Management |
|
F |
4 |
Function |
F |
Fire Aircraft Operations
Flight Planning
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| AWARD PROCESS (FBMS) |
This process re-verifies funding, determines whether to reject bids, offers or quotes, prepares the contract and documents the award, obtains reviews and approvals for awarding the con-tract, executes the contract and notifies the awardee and other parties, as required. This process would also handle any protests and conducts debriefings. FBMS Activity -- III.3.G AWARD PROCESS |
F |
7 |
Task |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| B4: Assess Air Quality |
Includes all work associated with air resource and climatological monitoring and evaluation including planning for and collecting and evaluating the data. This includes GIS support, equipment, data management, contracts/interagency agreements and other support.
Monitoring is reported when all scheduled monitoring is completed in the Fiscal Year. For example, although the station is read quarterly, reporting will only be completed once when all studies are collected and documented for the year. |
F |
5 |
Process |
T |
|
Environmental Monitoring and Forecasting (Air) Functions |
Environmental Monitoring and Forecasting |
Environmental Management |
| B6: Collect, Manage and Distribute Data to Inform Decisions on Landscapes, W--> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the advancement of knowledge through science. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of samples
Data integration/processing
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific landscape, watershed, marine and coastal research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Landscapes, Watersheds, Marine and Coastal Resources (L5). Data collection supporting assessment projects is coded to DOI Activity Inventory and Assess Landscapes and Watersheds (L4). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Landscapes and Watersheds (L3). Data management for all landscape, watershed, marine and coastal resource projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| Bankruptcy Proof of Claim Filings |
MRM BRM |
F |
7 |
Task |
T |
F49: Support Bankruptcy Litigation
|
Settlements/ Decisions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Barrels Delivered |
MRM BRM |
F |
7 |
Task |
T |
KS2: Market SPR
KS3: Support SPR Contracting
KS4: Analyze SPR Portfolio Creditworthiness
KS5: Ensure Compliance - RIK Oil - SPR
KS6: Reconcile SPR Quality Bank (Labor, only)
KS7: Perform SPR Accounting
KS8: Support SPR Systems
|
RIK Barrels to SPR |
Energy Supply |
Energy |
| Barrels Sold |
MRM BRM |
F |
7 |
Task |
T |
C03: Support RIK Systems (50% to Oil)
C82: Monitor RIK Policy Compliance (50% to Oil)
C84: Market Gulf of Mexico Oil
C86: Market Small Refiner
C90: Provide Gulf of Mexico Oil Front Office Support
C91: Market Wyoming Oil
C92: Provide Small Refiner Front Office Support
C94: Provide Wyoming Oil Front Office Support
C95: Analyze Counterparty Creditworthiness (50% to Oil)
C96: Process Credit Surety/Guaranty Agreements (50% to Oil)
CC7: Analyze Asset - take in kind or in value (50% to Oil)
CG4: General Management Support-RIK (50% to Oil)
CG7: Measure RIK Performance (50% to Oil)
CH2: Management Control Review - RIK (50% to Oil)
CH4: External Audit Liaison/Reports - RIK (50% to Oil)
CH6: Records Management - Federal RIK (50% to Oil)
CH8: Develop/Maintain Regs and Guidance - RIK (50% to Oil)
CLR: CAM Leave - RIK (50% to Oil)
|
RIK Oil Sold |
Energy Resource Management |
Energy |
| Benefits Management |
Benefits Management – designs, develops, and implements benefit programs that attract, retain and support current and former agency employees. This sub-function includes: establishing and communicating benefits programs; processing benefits actions; and i |
T |
3 |
Sub Function |
F |
DETERMINE AND PROCESS EMPLOYEE ENTITLEMENTS
FLOW OF INFORMATION
PROVIDE BASIC INFORMATION
Leave Processing
|
|
Benefits Management |
Human Resource Management |
| BILLING AND COLLECTION PROCESS (FBMS) |
This process involves routine billing and collection activities. System requirements related to collect-ing delinquent debt are included in the Delinquent Debt Collection function. Agencies must ensure that invoices are generated promptly and that efficient mechanisms are in place to collect and record payments and to provide support for loan servicing. Borrowers should be encouraged to use pre-authorized debits, customer initiated payments, and other electronic fund transfer methods that may be available when making loan payments. The Billing and Collection process consists of the following major activities:
o Invoice Debtor, and
o Apply Collections.
FBMS Activity -- XII.2.A BILLING AND COLLECTION PROCESS |
F |
7 |
Task |
F |
|
Account Servicing (FBMS) |
Funds Control |
Financial Management |
| BILLING STATEMENT SENT TO CARDHOLDER PROCESS (FBMS) |
This is the process that holders of SmartPay cards are sent billings for accounts to be paid by the individuals. Individually billed charges include:
· Lodging not centrally billed
· ATM Withdrawal
· Meals and Incidental Expenses
IV.4.A BILLING STATEMENT SENT TO CARDHOLDER PROCESS |
F |
7 |
Task |
F |
|
Employee Billed Transactions (FBMS) |
Payments |
Financial Management |
| Border and Transportation Security |
Border and Transportation Security – includes appropriately facilitating or deterring entry and exit of people, goods, and conveyances at and between U.S. ports of entry, as well as ensuring the security of transportation and infrastructure networks, faci |
T |
3 |
Sub Function |
T |
|
|
Border and Transportation Security |
Homeland Security |
| Budget and Finance |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Budget and Performance Integration |
Budget and Performance Integration - involves activities that align Federal resources allocated through budget formulation, execution, and management actions with examinations of program objectives, performance, and demonstrated results such as Program Performance Assessments, Government Performance Results Act (GPRA) plans and reports, performance-based agency budget submissions, and Financial Management Cost Accounting and Performance Measurement data. |
T |
3 |
Sub Function |
F |
|
|
|
Planning and Budgeting |
| Budget Execution |
Budget Execution - involves the legal (apportionment) and managerial (allotment and sub-allotment) distribution of budget authority to achieve results consistent with the formulated budget. |
T |
3 |
Sub Function |
F |
|
|
Budget Execution |
Planning and Budgeting |
| BUDGET EXECUTION PROCESS (FBMS) |
The Budget Execution Process is the highest level of an Agency's funds control and consists of proc-esses needed to ensure that the agency's fund control systems are fully supported by its accounting systems. It also consists of processes needed to track an agency's budget authority and manage prior-year funds in the current year. The timeframe covered by an agency's fund control system will corre-spond to the agency's financial plans. Allotment systems should be designed so that responsibility for budget control is placed at the highest practical organizational level consistent with effective and effi-cient management and control. FBMS Activity -- II.1.B BUDGET EXECUTION PROCESS |
F |
5 |
Process |
F |
|
Funds Management (FBMS) |
Funds Control |
Financial Management |
| Budget Formulation |
Budget Formulation – involves all activities undertaken to determine priorities for future spending and to develop an itemized forecast of future funding and expenditures during a targeted period of time. This includes the collection and use of performanc |
T |
3 |
Sub Function |
F |
|
|
Budget Formulation |
Planning and Budgeting |
| Budget Formulation Data Exchange (FBMS) |
Budget Formulation Data Exchange electronically connects the budget formulation process with the OMB Max Systems processing and data requirements and with the Core Financial Function budget execution processing. FBMS Activity -- I.5 Budget Formulation Data Exchange |
F |
5 |
Process |
F |
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| BUDGET FORMULATION FUNCTION (FBMS) |
The budget formulation function supports Interior's preparation of budget information during the budget formulation process. It supports the establishment of a baseline from which to build the budget, tracks initial submissions and modifications to the budget, provides budget data for inclusion in the President's budget and tracks the status of the budget request as it moves through the process until enactment of ap-propriations. FBMS Activity -- I. BUDGET FORMULATION FUNCTION |
F |
4 |
Function |
F |
Budget Formulation Data Exchange (FBMS)
Budget Formulation Reporting (FBMS)
Budget Preparation (FBMS)
Bureau Budget Formulation (FBMS)
Support for the Congressional Appropriation (FBMS)
Support of the President's Budget (FBMS)
|
Funds Control |
Funds Control |
Financial Management |
| Budget Formulation Reporting (FBMS) |
The budget formulation reporting provides budget offices with information necessary to de-velop budget requests, to analyze such requests and to report analytical and requests in formats that are understandable to senior executives, managers and analysts to meet their needs. FBMS Activity -- I.6 Budget Formulation Reporting |
F |
5 |
Process |
F |
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Budget Preparation (FBMS) |
The Budget Preparation sub-function establishes initial agency financial resource plans and updates them as necessary throughout the fiscal year. FBMS Activity -- I.2 Budget Preparation |
F |
5 |
Process |
F |
BUREAU BUDGET PREPARATION PROCESS (FBMS)
DEPARTMENTAL BUDGET PREPARATION PROCESS (FBMS)
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| BUDGETING PROCESS (FBMS) |
The Budgeting Process identifies funds available to an agency for inventory purchases. In some agencies, the amount of funds provided to an agency for inventory acquisition is determined through the budget justification process as an approved level of inventory requirements of that agency and is enacted into legislation.
Revolving funds are often used to acquire inventory items for resale. Agencies using revolving funds for inventory may not need to comply strictly with all the requirements associated with this process depend-ing on the structure and authorization of their funds. However, at a minimum, plans should be prepared and monitored to ensure that sufficient levels of cash and/or budgetary resources are maintained in these funds.
The inventory system must be consistent with the core financial system in how it supports budget execu-tion and funds control. The inventory system software may depend entirely on the core financial system software for support of budget establishment and funds control, or it may depend only partially, with some tasks being performed by the core financial system software and some by the inventory system software.
The types of items procured are usually determined by mission requirements. Various types of inventory items authorized and acquired by an agency may involve inventory groups termed commodities . Examples are electronics, construction, repair parts, and general items. Where management sets a funding limi-tation on the total inventory purchases, the budgetary resources may be provided to an agency or subdivided within the agency, to limit the acquisition of items within a commodity by limitations imposed on available resources for a commodity.
The Budgeting Process consists of Inventory Budget Establishment, and Control of Inventory Funding.
Inventory Budget Establishment establishes budgetary limitations for inventory.
Control of Inventory Funding supports the control of funds allocated to inventories in a manner consis-tent with OMB Circular A-34 and the JFMIP Core Financial System Requirements.
FBMS Activity -- XIII.1.B BUDGETING PROCESS |
F |
7 |
Task |
F |
|
Needs Determination (FBMS) |
Inventory Control |
Supply Chain Management |
| Bureau Budget Formulation (FBMS) |
Budget formulation is the process of assembling estimates for the upcoming fiscal year for transmittal to the Department, OMB and the congressional appropriations committees, preparing justification materials to support those estimates, and defending those estimates formally (at OMB and congressional hearings) and informally (through staff contacts with these entities). FBMS Activity -- I.1 Bureau Budget Formulation |
F |
5 |
Process |
F |
BUREAU BUDGET FORMULATION PROCESS (FBMS)
DEPARTMENTAL BUDGET FORMULATION PROCESS (FBMS)
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| BUREAU BUDGET FORMULATION PROCESS (FBMS) |
The Bureau Budget Formulation Process assembles estimates for the upcoming fiscal year for transmittal to the Department, OMB and the congressional appropriations committees, preparing justification materials to support those estimates, and defending those estimates formally (at OMB and congressional hearings) and informally (through staff contacts with these entities). FBMS Activity -- I.1.A BUREAU BUDGET FORMULATION PROCESS |
F |
7 |
Task |
F |
|
Bureau Budget Formulation (FBMS) |
Funds Control |
Financial Management |
| BUREAU BUDGET PREPARATION PROCESS (FBMS) |
The Bureau Preparation Process involves preparing the bureau budget requests based on data from the budget formulation process, reviewing/approving budget requests for submission to the Department and preparing supporting material for the appropriation request to OMB for inclusion in the President's budget, preparing justification materials to support budget requests, and defending those budget requests formally (at OMB and congressional hearings) and informally (through staff contacts with these entities). FBMS Activity -- I.2. A BUREAU BUDGET PREPARATION PROCESS |
F |
7 |
Task |
F |
|
Budget Preparation (FBMS) |
Funds Control |
Financial Management |
| Business and Industry Development |
Business and Industry Development – supports activities related to the creation of economic and business opportunities and stimulus, and the promotion of financial and economic stability for corporations and citizens involved in different types of busines |
T |
3 |
Sub Function |
T |
|
|
Business and Industry Development |
Economic Development |
| C03: Support RIK Systems (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C03: Support RIK Systems (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C04: Review Compliance Fed Offshore - Company Cycle |
MRM BRM |
F |
8 |
Task |
T |
|
Offshore Federal Reviews - Full-scope |
Energy Resource Management |
Energy |
| C05: Review Compliance Fed Offshore - Property Cycle |
MRM BRM |
F |
8 |
Task |
T |
|
Offshore Federal Reviews - Full-scope |
Energy Resource Management |
Energy |
| C08: Analyze Major Portion/Index |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Major Portion/Index Reviews - Full-scope |
Energy Resource Management |
Energy |
| C09: Support CAM Systems - non-RIK (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| C09: Support CAM Sytems - non-RIK (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| C15: RIV Compliance Review - Onshore Solids |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Federal Reviews - Full-scope |
Energy Resource Management |
Energy |
| C16: Monitor Geothermal Projects |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Federal Reviews - Full-scope |
Energy Resource Management |
Energy |
| C17: RIV Compliance Review - Fed Onshore Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal Reviews - Full-scope |
Energy Resource Management |
Energy |
| C18: Process Allowance Approval |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| C19: Provide Valuation Guidance Federal |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| C22: Process Royalty Rate Reduction/Stripper |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| C25: Provide Valuation Guidance Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| C26: Prepare Future Valuation Agreements Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Valuation Agreements |
Energy Resource Management |
Energy |
| C27: Prepare Future Valuation Agreements Federal Onshore |
MRM BRM |
F |
8 |
Task |
T |
|
Valuation Agreements |
Energy Resource Management |
Energy |
| C28: Prepare Future Valuation Agreements Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
Valuation Agreements |
Energy Resource Management |
Energy |
| C3: Collect, Manage and Distribute Data to Inform Decisions on Invasive Species |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the advancement of knowledge through science as it relates to Invasive Species. Examples of work to be coded to this activity include the following:
Geophysical sampling
Active or passive sampling to document occurrence of invasive species
Lab analysis of samples
Data reporting/integration/processing
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Data collection protocols
Code to this activity any long-term data collection efforts that do not support specific invasive species research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Invasive Species (M4). Data collection supporting assessment projects is coded to DOI Activity Assess Invasive Species (M1). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Invasive Species (X5). Data management for all invasive species projects is coded here. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| C33: Finalize 205 Audit Orders |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal STRAC Audits |
Energy Resource Management |
Energy |
| C34: Finalize 202 Audit Orders |
MRM BRM |
F |
8 |
Task |
T |
|
Indian STRAC Audits |
Energy Resource Management |
Energy |
| C35: Support State Audit Agreements |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal STRAC Audits |
Energy Resource Management |
Energy |
| C37: Audit Federal - Offshore Mineral Revenues |
MRM BRM |
F |
8 |
Task |
T |
|
Offshore Federal Audits |
Energy Resource Management |
Energy |
| C40: Audit Indian Mineral Revenues (Non-Solids (O&G) Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Indian MRM Audits |
Energy Resource Management |
Energy |
| C40: Audit Indian Mineral Revenues (Solids Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal – Indian Audits |
Energy Resource Management |
Energy |
| C41: Audit Federal - Onshore Oil & Gas Revenues |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal Audits |
Energy Resource Management |
Energy |
| C42: Support Indian Audit Agreements |
MRM BRM |
F |
8 |
Task |
T |
|
Indian STRAC Audits |
Energy Resource Management |
Energy |
| C43: Audit Federal - Onshore Solids Revenues |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal – Federal Audits |
Energy Resource Management |
Energy |
| C44: RIV Compliance Review - Indian Solids |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Indian Reviews - Full-scope |
Energy Resource Management |
Energy |
| C49: Audit Gas Processing or Plants |
MRM BRM |
F |
8 |
Task |
T |
|
Gas Processing Plant Audits |
Energy Resource Management |
Energy |
| C5: Collect, Manage and Distribute Data to Inform Decisions on Sustaining Bi--> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the advancement of knowledge through science. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of samples
Data integration/processing
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific research or assessment projects related to sustaining biological communities. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Sustaining Biological Communities (L8). Data collection supporting assessment projects is coded to DOI Activity Assess Non-Invasive Species (L9). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Sustaining Biological Communities (X6). Data management for all projects related to sustaining biological communities is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| C50: Audit Transportation Systems |
MRM BRM |
F |
8 |
Task |
T |
|
Transportation System Audits |
Energy Resource Management |
Energy |
| C64: Audit and Analyze - Other Types |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| C7: Inventory Museum Objects |
Includes all costs related to cataloging museum items. Includes determining condition, documenting, tagging, maintaining ANCS database, annual inventories. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| C78: Negotiate Indian Settlements |
MRM BRM |
F |
8 |
Task |
T |
|
Settlements in Negotiation |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| C79: Negotiate Federal Offshore Settlements |
MRM BRM |
F |
8 |
Task |
T |
|
Settlements in Negotiation |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| C80: Negotiate Federal Onshore Settlements |
MRM BRM |
F |
8 |
Task |
T |
|
Settlements in Negotiation |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| C82: Monitor RIK Policy Compliance (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C82: Monitor RIK Policy Compliance (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C83: Market Gulf of Mexico Gas |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C84: Market Gulf of Mexico Oil |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C86: Market Small Refiner |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C87: Market Wyoming Gas |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C89: Provide Gulf of Mexico Gas Front Office Support |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C9: Manage National Registries |
Includes all the costs associated with inventorying, recording, and reporting non-DOI archeological, historic or architectural districts, sites, structures, buildings, landscapes, paleontological localities, or places with important public and scientific uses, and may include definite locations (sites or places) of traditional cultural or religious importance to specified social and/or cultural groups. This includes properties inventoried in compliance with Federal, state, tribal, or local statutory law (e.g. NHPA, local ordinances). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| C90: Provide Gulf of Mexico Oil Front Office Support |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C91: Market Wyoming Oil |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C92: Provide Small Refiner Front Office Support |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C93: Provide Wyoming Gas Front Office Support |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C94: Provide Wyoming Oil Front Office Support |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C95: Analyze Counterparty Creditworthiness (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C95: Analyze Counterparty Creditworthiness (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C96: Process Credit Surety/Guaranty Agreements (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| C96: Process Credit Surety/Guaranty Agreements (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| C97: Ensure Compliance - RIK Gas - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
RIK Offshore Gas Reviews |
Energy Resource Management |
Energy |
| CA1: Ensure Compliance - RIK Oil - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
RIK Offshore Oil Reviews |
Energy Resource Management |
Energy |
| CA2: Ensure Compliance - RIK Gas - Wyoming |
MRM BRM |
F |
8 |
Task |
T |
|
RIK Onshore Reviews |
Energy Resource Management |
Energy |
| CA3: Ensure Compliance - RIK Oil - Wyoming |
MRM BRM |
F |
8 |
Task |
T |
|
RIK Onshore Reviews |
Energy Resource Management |
Energy |
| Cadastral Survey |
The discipline that includes geomatic, development of land title plats to support land use, conveyance, mapping |
F |
4 |
Function |
T |
9R: Approve Cadastral Surveys
J5: Provide Cadastral Field Miles Surveys
J6: Collect/Update Digital Cadastral Data
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| CALCULATE AND APPLY DEDUCTIONS |
Calculate the following deduction types for each employee:
o mandatory deductions (e.g., retirement, Federal, state, local, and FICA taxes),
o voluntary deductions (e.g., state and local taxes for multiple taxing authorities, life insurance, health insur-ance, thrift savings deductions, allotments, bonds, and pre-tax deductions for transportation benefits), and
o involuntary deductions (e.g., IRS levies, garnishments, and administrative debt collections).
FBMS Activity -- X.10.B CALCULATE AND APPLY DEDUCTIONS |
F |
5 |
Process |
F |
|
Pay Processing |
Compensation Management |
Human Resource Management |
| CALCULATE GROSS PAY |
Calculate pay at the end of each pay period after properly authorized inputs have been re-ceived from the Time and Attendance Processing Function, and after personnel action proc-essing is completed. FBMS Activity -- X.10.A CALCULATE GROSS PAY |
F |
5 |
Process |
F |
|
Pay Processing |
Compensation Management |
Human Resource Management |
| Cancel Credit Card Charge |
|
F |
7 |
Task |
T |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| Cancel Reservation |
|
F |
7 |
Task |
T |
|
Recreation Reservations |
Recreational Resource Management and Tourism |
Natural Resources |
| CAPITAL LEASE MANAGEMENT PROCESS (FBMS) |
The Capital Lease Management Process provides the support for tracking capital leases and managing performance of the lessor in providing necessary space. This activity also included providing capital lease data for financial systems asset information and amortizing capital lease costs. FBMS Activity -- VIII.3.C CAPITAL LEASE MANAGEMENT PROCESS |
F |
7 |
Task |
F |
|
Real Property Lease (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Capital Planning |
Capital Planning – involves the processes for ensuring that appropriate investments are selected for capital expenditures. |
T |
3 |
Sub Function |
F |
Capital Planning and Investment Control
|
|
Capital Planning |
Planning and Budgeting |
| Capital Planning and Investment Control |
Capital Planning Functions involve the processes for ensuring that appropriate investments are selected for capital expenditures |
F |
4 |
Function |
F |
85: Perform Capital Planning and Project Management
|
Capital Planning |
Capital Planning |
Planning and Budgeting |
| CAPTURE COST BY PREDEFINED WORK UNITS |
Accumulate work units by predefined data elements. FBMS Activity -- X.11.A CAPTURE COST BY PREDEFINED WORK UNITS |
F |
5 |
Process |
F |
|
Labor Cost and Distribution |
Employee Relations |
Human Resource Management |
| Card Operations for Uniforms (FBMS) |
This is the set of processes to manage the use of the SmartPay program for uniform related transactions. IV.5 Card Operations for Uniforms |
F |
5 |
Process |
F |
PAYMENT OF BOA PROCESS (FBMS)
REVIEW OF TRANSACTION FILE PROCESS (FBMS)
TRANSACTION FILES FROM BOA PROCESS (FBMS)
UNIFORM CARD ISSUANCE PROCESS (FBMS)
UNIFORM CARD USAGE PROCESS (FBMS)
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| CARDHOLDER USAGE PROCESS (FBMS) |
This is the process that manages card usage to insure authorizations are proper. FBMS Activity -- IV.2.C CARDHOLDER USAGE PROCESS |
F |
7 |
Task |
F |
|
Integrated Card Setup (FBMS) |
Payments |
Financial Management |
| CAREER PLANNING PROCESS (FBMS) |
In conjunction with managers and employees, HR professionals process HR competency data to identify training and development needs for career progression. FBMS Activity -- X.1.B CAREER PLANNING PROCESS |
F |
5 |
Process |
F |
|
Human Resources Planning (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| Catastrophic Defense |
Catastrophic Defense – involves the development of technological countermeasures (chemical, biological, radiological and nuclear [CBRN]) to terrorist threats, conducting laboratory testing on new and promising devices, and conducting basic and applied sci |
T |
3 |
Sub Function |
T |
|
|
Catastrophic Defense |
Homeland Security |
| CAV: Carryover Audit Work - Indian Solids |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal – Indian Audits |
Energy Resource Management |
Energy |
| CAW: Carryover Audit Work - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
Offshore Federal Audits |
Energy Resource Management |
Energy |
| CAX: Carryover Audit Work - Federal Onshore Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal Audits |
Energy Resource Management |
Energy |
| CAY: Carryover Audit Work - Indian Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Indian MRM Audits |
Energy Resource Management |
Energy |
| CAZ: Carryover Audit Work - Federal Solids & Geothermal |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal – Federal Audits |
Energy Resource Management |
Energy |
| CB4: Review Cooperative Agreements (Federal Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal STRAC Audits |
Energy Resource Management |
Energy |
| CB4: Review Cooperative Agreements (Indian Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Indian STRAC Audits |
Energy Resource Management |
Energy |
| CB5: Ensure Compliance - Jicarilla - Contemporaneous |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Reviews - Full-scope |
Energy Resource Management |
Energy |
| CB6: Ensure Compliance - Jicarilla - Legacy |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Reviews - Full-scope |
Energy Resource Management |
Energy |
| CB7: Audit - Jicarilla - Contemporaneous Revenues |
MRM BRM |
F |
8 |
Task |
T |
|
Indian MRM Audits |
Energy Resource Management |
Energy |
| CC1: Support STRAC (Federal Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Federal STRAC Audits |
Energy Resource Management |
Energy |
| CC1: Support STRAC (Indian Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Indian STRAC Audits |
Energy Resource Management |
Energy |
| CC2: Perform Internal Quality Control Reviews |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CC7: Analyze Asset - take in kind or in value (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CC7: Analyze Asset - take in kind or in value (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CC9: Process Appeals - Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CD1: Respond to Indian Inquiries |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Inquiries |
Energy Resource Management |
Energy |
| CD5: Receive Training - CAM (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CD5: Receive Training - CAM (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CD7: Process Appeals - Federal |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CE1: Audit Jicarilla - Legacy Revenues |
MRM BRM |
F |
8 |
Task |
T |
|
Indian MRM Audits |
Energy Resource Management |
Energy |
| CE2: Process Coal Advance Royalty |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| CE2: Process Coal Advance Royalty (Federal Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Federal Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CE2: Process Coal Advance Royalty (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Indian Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CE3: Perform Lease Account Status - BLM/BIA |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| CE3: Perform Lease Account Status - BLM/BIA (Federal Portion) |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Federal Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CE3: Perform Lease Account Status - BLM/BIA (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Indian Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CEA: 2005 Energy Act Implementation - CAM (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CEA: 2005 Energy Act Implementation - CAM (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| Central Card Management (FBMS) |
Central Card Management supports overall management of the card program including interaction with the vendor providing card services. FBMS Activity -- IV.1 Central Card Management |
F |
5 |
Process |
F |
ACCOUNT INITIATION MANAGEMENT PROCESS (FBMS)
ACCOUNT MAINTENANCE MANAGEMENT PROCESS (FBMS)
DELINQUENCY MANAGEMENT PROCESS (FBMS)
DOI INVOICE AND PAYMENT PROCESSING (FBMS)
ELECTRONIC ACCOUNT GOVERNMENT LEDGER SYSTEMS (EAGLS) (FBMS)
GOVERNMENT CARD SERVICES UNIT (FBMS)
TOTAL SYSTEMS SERVICES (FBMS)
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| Central Fiscal Operations |
Central Fiscal Operations – includes the fiscal operations that the Department of Treasury performs on behalf of the government. Note: Tax related functions are included within the Taxation Management Sub-function. |
T |
3 |
Sub Function |
F |
|
|
Central Fiscal Operations |
General Government |
| Central Personnel Management |
Central Personnel Management – involves most of the operating costs of the Office of Personnel Management and related agencies. |
T |
3 |
Sub Function |
F |
|
|
Central Personnel Management |
General Government |
| Central Property Management |
Central Property Management – involves most of the operations of the General Services Administration. |
T |
3 |
Sub Function |
F |
|
|
Central Property Management |
General Government |
| Central Records and Statistics Management |
Central Records and Statistics Management – involves the operations surrounding the management of official documents, statistics, and records for the entire federal government. This Sub-function is intended to include the management of records and statist |
T |
3 |
Sub Function |
F |
|
|
Central Records and Statistics Management |
General Government |
| Centrally Billed Transaction Processing (FBMS) |
This is the set of processes necessary to receive and process integrated charge card transactions into the Department records. FBMS Activity -- IV.3 Centrally Billed Transaction Processing |
F |
5 |
Process |
F |
PAYMENT OF BANK OF AMERICA INVOICE PROCESS (FBMS)
RECEIPTS OF TRANSACTIONS FILE FROM BANK OF AMERICA (FBMS)
REVIEW OF TRANSACTION DATA PROCESS-1 (FBMS)
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| CF3: Support Litigation Cases - Federal Onshore |
MRM BRM |
F |
8 |
Task |
T |
|
Open Litigation/False Claim Cases |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CF4: Support Litigation Cases - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
Open Litigation/False Claim Cases |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CF5: Support Litigation Cases - Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Open Litigation/False Claim Cases |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CF6: Enforce Mineral Revenue Laws - Federal |
MRM BRM |
F |
8 |
Task |
T |
|
Enforcement Actions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CF7: Enforce Mineral Revenue Laws - Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Enforcement Actions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| CF8: RIV Compliance Review - Indian Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Reviews - Full-scope |
Energy Resource Management |
Energy |
| CG4: General Management Support-RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CG4: General Management Support-RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CG5: General Management Support - CAM (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CG5: General Management Support - CAM (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CG7: Measure RIK Performance (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CG7: Measure RIK Performance (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CG8: CAM - Other Bureau Projects (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CG8: CAM - Other Bureau Projects (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CH1: Management Control Review - non-RIK (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CH1: Management Control Review - non-RIK (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CH2: Management Control Review - RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CH2: Management Control Review - RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CH3: External Audit Liaison/Reports - non-RIK |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CH4: External Audit Liaison/Reports - RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CH4: External Audit Liaison/Reports - RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CH5: Records Management - Federal non-RIK (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CH5: Records Management - Federal non-RIK (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CH6: Records Management - Federal RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CH6: Records Management - Federal RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| CH7: Develop/Maintain Regs and Guidance - non-RIK |
MRM BRM |
F |
8 |
Task |
T |
|
Fulfilled Requests |
Energy Resource Management |
Energy |
| CH8: Develop/Maintain Regs and Guidance - RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CH8: Develop/Maintain Regs and Guidance - RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| Citizen Protection |
Citizen Protection – involves all activities performed to protect the general population of the United States from criminal activity. |
T |
3 |
Sub Function |
T |
Citizen Protection Functions
|
|
Citizen Protection |
Law Enforcement |
| Citizen Protection Functions |
|
F |
4 |
Function |
T |
T0: Conduct Patrol Enforcement Activities
52: Manage the Protection of Lives, Resources, and Property
|
Citizen Protection |
Citizen Protection |
Law Enforcement |
| Civil Litigation Support |
This activity supports the management and coordination of the law enforcement resources required by the court to process a legal action. - Derived from IMARS Needs Assessment Civil Litigation Support |
F |
5 |
Process |
T |
|
Litigation Support |
Criminal Investigation and Surveillance |
Law Enforcement |
| Civilian Operations |
Civilian Operations – describes the direct provision of a nonmilitary service for the citizen by government employees. |
T |
3 |
Sub Function |
F |
|
|
Civilian Operations |
Direct Services for Citizens |
| CL1: Limited Scope Compliance Review - Indian Solids |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Indian Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CLASSIFY POSITIONS |
Classify positions according to OPM standards. FBMS Activity -- X.2.C CLASSIFY POSITIONS |
F |
5 |
Process |
F |
|
Position Management and Classification |
Employee Relations |
Human Resource Management |
| CLC: Limited Scope Compliance Review - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
Offshore Federal Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CLD: Limited Scope Compliance Review - Federal Onshore Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Onshore Indian Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CLE: Limited Scope Compliance Review - Indian Oil & Gas |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CLF: Limited Scope Compliance Review - Federal Solids & Geothermal |
MRM BRM |
F |
8 |
Task |
T |
|
Solids & Geothermal - Federal Reviews - Limited-scope |
Energy Resource Management |
Energy |
| CLN: CAM Leave - CAM (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CLN: CAM Leave - CAM (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| CLOSEOUT PROCESS (FBMS) |
All grants ultimately require closeout. Discretionary grants are generally awarded for projects with stated completion dates. Their duration may be extended, but will eventually end. This is not the case for all mandatory grants, which generally continue unless the program statute is rescinded. Reviews, audits, and documentation for financial, property, and technical matters are usually required for the successful closeout of a grant award. This is the final step in the grant life cycle.
The grantee's authority to incur new obligations against the grant expires at the end of the grant pe-riod The grantee and its Federal awarding agency must then wind up all grant-related business through a process known as closeout. For the grantee, closeout may include such tasks as disposing of major property acquired under the grant; submitting final reports on the grant-supported activity; and rendering a final accounting for the Federal funds made available for the grant. The Federal awarding agency uses the data from the grantee's final financial report to determine its final financial obligation to the grantee and to settle any resulting claims due to or from the grantee.
Closeout is generally the concluding act of administering a grant.
FBMS Activity -- VII.2.F CLOSEOUT PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| CLR: CAM Leave - RIK (50% to Gas) |
MRM BRM |
F |
8 |
Task |
T |
|
MMBTUs Sold |
Energy Resource Management |
Energy |
| CLR: CAM Leave - RIK (50% to Oil) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Sold |
Energy Resource Management |
Energy |
| Collaborate on Standard |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect and Manage Information for LRM |
Collect and Manage Information for LRM (Land and Resource Management) is the process of capturing information from both external and internal sources, and the subsequent management of that information. This includes storage of information in all forms, managing data, document and record management, and eventual archiving or disposal of information. This information is used for land management understanding and decision support
|
F |
4 |
Function |
T |
A8: Collect, Manage and Distribute Data to Inform Decisions on Fire-Adapted -->
B6: Collect, Manage and Distribute Data to Inform Decisions on Landscapes, W-->
C5: Collect, Manage and Distribute Data to Inform Decisions on Sustaining Bi-->
F2: Collect, Manage and Distribute Data to Inform Decisions on Energy Resources
F7: Collect, Manage and Distribute Data to Inform Decisions on Non-Energy Mi-->
J7: Collect, Manage and Distribute Data to Inform Decisions on Managing Risk-->
J8: Collect, Manage and Distribute Data To Advance Knowledge and Inform Deci-->
A0: Monitor And Evaluate Fuels Reduction and Post-Fire Rehabilitation Treatm-->
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Collect Cash |
|
F |
7 |
Task |
T |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Customer Details |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Customer Feedback |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Desired Trip Details |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Funds |
Collect Funds has not been formally defined. |
F |
8 |
Task |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Information from Customer |
Collect Information from Customer has not been formally defined. |
F |
8 |
Task |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Information Request |
Collect Information Request has not been formally defined. |
F |
8 |
Task |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Proposed Standard |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Report Request |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Reservation Request |
|
F |
7 |
Task |
T |
|
Recreation Reservations |
Recreational Resource Management and Tourism |
Natural Resources |
| Collect Sales Request |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| COLLECT TIME AND ATTENDANCE (T&A) DATA |
Collect work and leave hours on an established tour of duty, including alternative work schedule and flexitime hours information. This requires pre-approved or positive acknowledgement from the ap-proving official that the employee worked the established tour and that time and attendance data is approved. FBMS Activity -- X.8.A COLLECT TIME AND ATTENDANCE (T&A) DATA |
F |
5 |
Process |
F |
|
Time and Attendance Processing |
Compensation Management |
Human Resource Management |
| COLLECTION ACTIONS PROCESS (FBMS) |
The agency has considerable flexibility in determining how to collect its delinquent debt. The size, age, and type of debt are essential factors in determining the resources to be expended in recovering debt. OMB Circular A-129 and the Credit Supplement to the TFM provide guidelines to determine the appropriate tools to use to collect delinquent debt. If collateral is attached to the direct loan, fore-closure and liquidation of the collateral should occur after providing the debtor reasonable opportunity to cure the loan. Any deficiency balance may be pursued using collection tools such as referral of the balance for cross servicing. Delinquent Debt Collection: Collec-tion Actions Process, Troubled Debt Servicing under agency program requirements includes:
o Report Delinquent Debt
o Contact with the Debtor
o Refer for Treasury Offset
o Refer to Collection Agencies
Refer for Litigation Activities
Garnishment of non-Federal Wages
FBMS Activity -- XII.5.A COLLECTION ACTIONS PROCESS |
F |
6 |
Activity |
F |
|
Delinquent Debt Collection (FBMS) |
Funds Control |
Financial Management |
| Collections and Receivables |
Collections and Receivables – includes deposits, fund transfers, and receipts for sales or service. |
T |
3 |
Sub Function |
F |
Receipt Management (FBMS)
REVENUE COLLECTION FUNCTION (FBMS)
|
|
Collections and Receivables |
Financial Management |
| COLLECTIONS PROCESS (FBMS) |
The Collections Process supports activities to record the receipt of funds either by currency (e.g., cash, electronic funds transfer) or check, and the deposit of such funds in accordance with Treasury and agency regulations. This activity supports the general process for receiving collections for all major revenue programs and any subsequent pass?through distributions which may be applicable. This activity includes: receiving collections using appropriate Electronic Commerce (EC) and Elec-tronic Data Interchange (EDI) capabilities, entering data into bureau revenue systems for program collections and pass-thru collections for all revenue types, interfacing electronically with applicable systems, identifying/verifying requirements for fund distribution available on-line to appropriate us-ers, providing automation of edits for accounting data ,and providing integrated and automated track-ing system to monitor interfaces between system modules. FBMS Activity -- II.4.C COLLECTIONS PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| Community and Regional Development |
Community and Regional Development – involves activities designed to assist communities in preventing and eliminating blight and deterioration, assist economically distressed communities, and encourage and foster economic development through improved publ |
T |
3 |
Sub Function |
T |
General Economic Development
Indian Trust Fullfilllment
Tribal Economic Development
|
|
Community and Regional Development |
Community and Social Services |
| Compensation Management |
Compensation Management designs, develops, and implements compensation programs that attract, retain and fairly compensate agency employees. In addition, designs, develops, and implements pay for performance compensation programs to
recognize and reward high performance, with both base pay increases and performance bonus payments. This sub-function includes: developing and implementing compensation programs; administering bonus and monetary awards programs; administering pay changes; managing time, attendance, leave and pay; and managing payroll. |
T |
3 |
Sub Function |
F |
Pay Processing
Time and Attendance Processing
|
|
Compensation Management |
Human Resource Management |
| COMPLETION PROCESS (FBMS) |
This process ensures all aspect of the contract are completed and that contract related files are properly filed and all modifications and payments are recorded in the financial system and close out the contract. FBMS Activity -- III.4.G COMPLETION PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Compliance Reviews |
MRM BRM |
F |
6 |
Activity |
T |
Indian Major Portion/Index Reviews - Full-scope
Indian Reviews - Full-scope
Indian Reviews - Limited-scope
Offshore Federal Reviews - Full-scope
Offshore Federal Reviews - Limited-scope
Onshore Federal Reviews - Full-scope
Onshore Indian Reviews - Limited-scope
Other Compliance Reviews
RIK Offshore Gas Reviews
RIK Offshore Oil Reviews
RIK Onshore Reviews
Solids & Geothermal - Federal Reviews - Full-scope
Solids & Geothermal - Federal Reviews - Limited-scope
Solids & Geothermal - Indian Reviews - Full-scope
Solids & Geothermal - Indian Reviews - Limited-scope
|
2H: Ensure Compliance and Manage Assets - Mineral Revenues |
Energy Resource Management |
Energy |
| CONDUCT EMPLOYEE RELATIONS |
Includes the ability to track employee relations actions from initiation through completion. FBMS Activity -- X.6.B CONDUCT EMPLOYEE RELATIONS |
F |
5 |
Process |
F |
|
Labor-Management and Employee Relations |
Employee Relations |
Human Resource Management |
| Conduct Recreation Related Sales |
Conduct Recreation Related Sales (per Recreation BFA) |
F |
5 |
Process |
T |
|
Recreation Operations |
Recreational Resource Management and Tourism |
Natural Resources |
| Conduct Reporter Training Sessions |
MRM BRM |
F |
7 |
Task |
F |
F15: Deliver Reporter Training
|
Resolving Errors and Exceptions |
User Fee Collection |
Revenue Collection |
| Congressional Liaison Operations |
Congressional Liaison Operations – involves all activities associated with supporting the formal relationship between a federal agency and the U.S. Congress. |
T |
3 |
Sub Function |
F |
|
|
Congressional Liaison Operations |
Legislative Relations |
| Conservation, Marine and Land Management |
Conservation, Marine and Land Management – involves the responsibilities of surveying, maintaining, and operating public lands and monuments, as well as activities devoted to ensuring the preservation of land, water, wildlife, and natural resources, both |
T |
3 |
Sub Function |
T |
Cadastral Survey
Collect and Manage Information for LRM
Cultural Heritage Management
Ecosystem Management
Knowledge Advancement
Land Treatments
Realty Management
Resource Assessments
Resource Compliance / Regulation
Resource Management
Resource Planning
Use Authorization
|
|
Conservation, Marine and Land Management |
Natural Resources |
| Consolidate Recreation Information |
Compile and analyze the metric information collected around RecOneStop |
F |
6 |
Activity |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Construction |
Construction – involves all programs and activities in which the federal government builds or constructs facilities, roads, dams, etc. |
T |
3 |
Sub Function |
F |
|
|
Construction |
Public Goods Creation and Management |
| Contingency Planning |
Contingency Planning – involves the actions required to plan for, respond to, and mitigate damaging events. |
T |
3 |
Sub Function |
F |
|
|
Contingency Planning |
Internal Risk Management and Mitigation |
| Continuity of Operations |
Continuity of Operations – involves the activities associated with the identification of critical systems and processes, and the planning and preparation required to ensure that these systems and processes will be available in the event of a catastrophic |
T |
3 |
Sub Function |
F |
|
|
Continuity of Operations |
Internal Risk Management and Mitigation |
| CONTRACT ADMINISTRATION PLANNING PROCESS (FBMS) |
This process reviews the contract and related acquisition histories, determines criticality of the contract, identifies key milestones, and delegates authority to COR, COTRs, and/or ACOs. The process also includes post-award orientations. FBMS Activity -- III.4.A CONTRACT ADMINISTRATION PLANNING PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| CONTRACT MODIFICATIONS PROCESS (FBMS) |
This process reviews proposed modifications against the scope of work and availability of funds, determines whether to modify the contract, the authority to modify and the type of modification to employ, and implements the modifications. FBMS Activity -- III.4.D CONTRACT MODIFICATIONS PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| CONTRACT MONITORING PROCESS (FBMS) |
This process monitors compliance with the contract terms, schedule, contractor performance against contracting and subcontract plans and other clauses, determines whether a delay is excusable and negotiates consideration if appropriate, determines whether to stop work and determines the contractual remedies that would best protect the Government interests given the nature of the performance or compliance problem. FBMS Activity -- III.4.B CONTRACT MONITORING PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| CONTRACT PAYMENT AGAINST INVOICES PROCESS (FBMS) |
This process review invoices for payment including progress payments, identifies holding and deductions, adjusts billings as necessary to prevent substantial over-payment or under-payment of indirect costs, determines unallowablity of invoiced costs and instruct payment offices. This process also reviews requests for assignment of claims and determines the need to audit a contractors accounting or estimating system. FBMS Activity -- III.4.E CONTRACT PAYMENT AGAINST INVOICES PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Contribute Agency Recreation Information |
Contribute Agency Recreation Information has not been formally defined. |
F |
8 |
Task |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Convert Cash to Money Order |
|
F |
7 |
Task |
T |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| CORE FINANCIAL FUNCTION (FBMS) |
The Core Financial Function provides the backbone for Interior's integrated financial management sys-tems. It provides common processing routines, supports common data for critical financial management functions affecting the entire Department, and maintains the required financial data integrity control over financial transactions, resource balances, and other financial systems. The core financial function sup-ports general ledger management, funds management, payment management, receipt management, and cost management. The system receives data from other financial systems and from direct user input, and it provides data for financial performance measurement and analysis and for financial statement prepara-tion. FBMS Activity -- II. CORE FINANCIAL FUNCTION |
F |
4 |
Function |
F |
Core Financial System Management (FBMS)
Cost Management (FBMS)
Financial System Data Exchange (FBMS)
Financial System Reporting (FBMS)
General Ledger Management (FBMS)
|
Accounting |
Accounting |
Financial Management |
| Core Financial System Management (FBMS) |
The Core Financial System Management sub-function consists of the processes necessary to maintain system processing rules consistent with established financial management policy. This Process sets the frame-work in which all other Core financial system activities operate. FBMS Activity -- II.6 Core Financial System Management |
F |
5 |
Process |
F |
ACCOUNTING CLASSIFICATION STRUCTURE MANAGEMENT PROCESS (FBMS)
ARCHIVING AND PURGING PROCESS (FBMS)
AUDIT TRAILS PROCESS (FBMS)
TRANSACTION DEFINITION AND PROCESSING PROCESS (FBMS)
|
CORE FINANCIAL FUNCTION (FBMS) |
Accounting |
Financial Management |
| Correct Production Rejected Lines |
MRM BRM |
F |
7 |
Task |
F |
F06: Correct Production Report Errors
|
Resolving Errors and Exceptions |
User Fee Collection |
Revenue Collection |
| Correct Royalty Rejected Lines |
MRM BRM |
F |
7 |
Task |
F |
F08: Correct Royalty Report Errors
|
Resolving Errors and Exceptions |
User Fee Collection |
Revenue Collection |
| Corrective Action |
Corrective Action – involves the enforcement of activities to remedy internal or external programs that have been found noncompliant with a given law, regulation, or policy. |
T |
3 |
Sub Function |
F |
|
|
Corrective Action |
Controls and Oversight |
| Cost Accounting / Performance Measurement |
Cost Accounting / Performance Measurement is the process of accumulating, measuring, analyzing, interpreting, and reporting cost information useful to both internal and external groups concerned with the way in which an organization uses, accounts for, safeguards, and controls its resources to meet its objectives. Cost accounting information is necessary in establishing strategic goals, measuring service efforts and accomplishments, and relating efforts to accomplishments. Also, cost accounting, financial accounting, and budgetary accounting all draw information from common data sources. |
T |
3 |
Sub Function |
F |
|
|
|
Financial Management |
| COST ACCRUALS PROCESS (FBMS) |
This Department is required to prepare financial statements in accordance with Federal Financial Accounting Standards that for federal non-exchange transactions, which include many grant and certain entitlement programs, a liability, an account payable to the grantee, should be recognized for any un-paid amounts due as of the reporting date. This process supports the calculation and financial re-cording of grant cost accruals as required for financial reporting purposes. FBMS Activity -- VII.2.E COST ACCRUALS PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| COST DISTRIBUTION PROCESS (FBMS) |
The managerial cost accounting concepts and standards contained in SFFAS 4 are aimed at providing reliable and timely information on the full cost of programs, their activities and outputs. The information is to be used by stakeholders, executives and managers in making decisions about allocating resources, authorizing and modifying programs, and evaluating program performance. Program managers can also use the cost information for making managerial decisions to improve operating efficiency. Ultimately, the effectiveness of a cost management program lies in the way managers use the cost information asked for and reported to them.
The Cost Dstribution Process should include the identification and accumulation of direct and/or indirect costs in a cost structure or group of cost structures and then, in an automated fash-ion, provide for the distribution of those costs to another cost structure or group of cost structures. The basis for the distribution should be flexible and could include but not be limited to fixed percent-ages or by calculation of percentages based on statistical units fed in from other integrated systems (such as labor hours, CPU units, FTE, floor space, etc.). The process should be multi-level and pro-vide for redistribution of costs within the process. It should have the flexibility to distribute various kinds of costs (expenditures, reimbursable costs, revenue, etc.). The process should generate transac-tions that can be processed, tracked and integrated into the Core financial system.
FBMS Activity -- II.5.C COST DISTRIBUTION PROCESS |
F |
6 |
Activity |
F |
|
Cost Management (FBMS) |
Accounting |
Financial Management |
| Cost Management (FBMS) |
The Cost Management sub-function attempts to measure the total cost of Federal programs, and their various elements, activities and outputs. Cost Management is essential for providing accurate program measure-ment information, performance measures, and financial statements with verifiable reporting of the cost of activities. The term cost refers to the monetary value of resources used or sacrificed or liabilities in-curred to achieve an objective, such as to acquire or produce a good or perform an activity or service. A cost object is any activity, output or item whose cost is to be measured.
The level of sophistication of the Cost Management sub-function will vary by bureau depending on the specific requirements of the bureau and the operational nature of the programs involved (appropriation only, appropriation with reimbursable authority, revolving fund). For example, bureaus that operate large projects may use a project management system that provides cost accounting information that is inte-grated with the Core Financial System. Other cost accounting maybe just handled in the financial system. The Department is implementing activity-based-cost accounting. Therefore, the Cost Management Proc-ess must support the financial requirements for activity based cost accounting.
FBMS Activity -- II.5 Cost Management |
F |
5 |
Process |
F |
COST DISTRIBUTION PROCESS (FBMS)
COST RECOGNITION PROCESS (FBMS)
COST SETUP AND ACCUMULATION PROCESS (FBMS)
WORKING CAPITAL AND REVOLVING FUND ACTIVITY (FBMS)
|
CORE FINANCIAL FUNCTION (FBMS) |
Accounting |
Financial Management |
| COST RECOGNITION PROCESS (FBMS) |
Recognition of the effects of transactions in financial systems is fundamental to the accounting proc-ess. Recognition determines when the results of an event are to be included in financial statements and ensures that the effects of similar events and transactions are accounted for consistently within the Federal government. Provide the capability to direct charge between entities when one entity provides goods or services for another entity. In direct charging, the servicing entity charges to a cost structure that is provided by the receiving entity. The direct charged cost should be charges and /or tracked by original organizational code and object code or revenue source code. This feature should be provided for all of the applicable types of financial transactions (obligations, accruals, payments, travel vouchers, journal vouchers, etc.).
The systems needs to provide a detailed look-up table for each construction project.
FBMS Activity -- II.5.B COST RECOGNITION PROCESS |
F |
6 |
Activity |
F |
|
Cost Management (FBMS) |
Accounting |
Financial Management |
| COST SETUP AND ACCUMULATION PROCESS (FBMS) |
The Cost Setup and Accumulation Process identifies and tracks cost data associated with the specific cost objects required by management. This process provides for the establishment of identifiers for the desired cost objects in the processes, systems and applications that make up the accounting sys-tem, and for the subsequent collection of cost data. A Department financial management system must allow the establishment of cost object identifiers consistent with the stated needs of its financial and operational managers. Ideally, the financial system will allow this to be done in a straightforward manner, without undue complexity. The Cost Setup and Accumulation process provides the data needed for accountability over the financial execution of public programs, meaningful comparisons to measure compliance with management policies, evaluation of the efficiency and economy of re-sources used in the various activities, and support for fees, services, or products. FBMS Activity -- II.5.A COST SETUP AND ACCUMULATION PROCESS |
F |
6 |
Activity |
F |
|
Cost Management (FBMS) |
Accounting |
Financial Management |
| CRA: Random Audit - CAM |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| Create and Mail Refund Check |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Create Customer Profile |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Create the Reservation Request |
|
F |
7 |
Task |
T |
|
Recreation Reservations |
Recreational Resource Management and Tourism |
Natural Resources |
| CRG: Audit RIK Gas Processing Allowances |
MRM BRM |
F |
8 |
Task |
T |
|
Gas Processing Plant Audits |
Energy Resource Management |
Energy |
| Crime Prevention |
Crime Prevention – entails all efforts designed to create safer communities through the control and reduction of crime by addressing the causes of crime and reducing opportunities for crimes to occur. |
T |
3 |
Sub Function |
T |
Crime Prevention Functions
|
|
Crime Prevention |
Law Enforcement |
| Crime Prevention Functions |
Crime Prevention decribes the general functions and efforts designed to create safer communities through the control and reduction of crime by addressing the causes of crime and reducing opportunities for crimes to occur |
F |
4 |
Function |
T |
37: Plan for Public Health/Safety and Property Protection
6X: Mitigate Other Hazards
|
Crime Prevention |
Crime Prevention |
Law Enforcement |
| Criminal Apprehension |
Criminal Apprehension – involves activities associated with the tracking, arrest, detention, and transportation of groups or individuals believed to be responsible for committing federal crimes. |
T |
3 |
Sub Function |
T |
Criminal Apprehension Functions
|
|
Criminal Apprehension |
Law Enforcement |
| Criminal Apprehension Functions |
Criminal apprehension functions involve activities associated with the tracking, arrest, detention, and transportation of groups or individuals believed to be responsible for committing Federal crimes |
F |
4 |
Function |
T |
T1: Conduct Non-Drug Investigative Activities
T6: Conduct Drug Enforcement Activities
|
Criminal Apprehension |
Criminal Apprehension |
Law Enforcement |
| Criminal Incarceration |
Criminal Incarceration – includes activities associated with the housing, custody and general care of criminals serving time in penitentiaries. |
T |
3 |
Sub Function |
T |
Criminal Incarcertation Functions
|
|
Criminal Incarceration |
Correctional Activities |
| Criminal Incarcertation Functions |
The activities required to perform the range of services in support of maintaining, operating, caring for penitentiaries and criminals. |
F |
4 |
Function |
T |
T5: Conduct Detention and Corrections Facility Activities
|
Criminal Incarceration |
Criminal Incarceration |
Correctional Activities |
| Criminal Investigation and Surveillance |
Criminal Investigation and Surveillance – includes collecting evidence required to determine responsibility for a crime and monitoring and questioning affected parties. |
T |
3 |
Sub Function |
T |
Incident Management
Litigation Support
Regulatory Compliance
|
|
Criminal Investigation and Surveillance |
Law Enforcement |
| Criminal Rehabilitation |
Criminal Rehabilitation – includes all government activities devoted to providing convicted criminals with the educational resources and life skills necessary to rejoin society as responsible and contributing members. |
T |
3 |
Sub Function |
T |
|
|
Criminal Rehabilitation |
Correctional Activities |
| CRT: Payor Audit - RIK Transportation |
MRM BRM |
F |
8 |
Task |
T |
|
Transportation System Audits |
Energy Resource Management |
Energy |
| CSN: Safety Net Audit |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| CSV: Non-Audit Background Analysis |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| Cultural and Historic Exhibition |
Cultural and Historic Exhibition – includes all activities undertaken by the U.S. government to promote education through the exhibition of cultural, historical, and other information, archives, art, etc. |
T |
3 |
Sub Function |
T |
|
|
Cultural and Historic Exhibition |
Education |
| Cultural and Historic Preservation |
Cultural and Historic Preservation – involves all activities performed by the federal government to collect and preserve information and artifacts important to the culture and history of the United States and its citizenry and the education of U.S. citize |
T |
3 |
Sub Function |
T |
|
|
Cultural and Historic Preservation |
Education |
| Cultural Heritage Management |
Activity that provides a logical grouping of the practices for Historic Exhibition and Preservation management. |
F |
4 |
Function |
T |
42: Manage Cultural Protection & Heritage Resources
4B: Manage/Protect Museum Items
7S: Protect/Enhance Wild and Scenic Rivers
7T: Protect/Enhance National and Scenic Historic Trails
7U: Gather/Remove Wild Horses and Burros
7V: Prepare/Hold Wild Horses and Burros
7W: Adopt Wild Horses and Burros
7Y: Treat Museum Items
8A: Acquire, Dispose, Loan Museum Items
8Y: Evaluate National And Scenic Historic Trails
8Z: Administer Cultural and Natural Heritage Grants
C7: Inventory Museum Objects
C9: Manage National Registries
D1: Process Non-Sec 106 Cultural and Paleontological Data
D3: Assess and Plan for Designated Areas
D8: Conduct Census of Wild Horse and Burro Areas
D9: Manage/Protect Cultural and Natural Heritage Resources
E1: Monitor Wild Horse and Burro Herd Management Areas
E2: Determine Status of Cultural and Heritage Resources
R5: Transfer Technical Knowledge of Cultural and Natural Heritage Resources -->
X8: Provide Technical Assistance for Cultural and Natural Heritage Resources
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Customer Help |
OnlineCustomer help capability in support the recreation line of business. |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Customer Service |
Customer Services – supports activities associated with providing an agency’s customers with information regarding the agency’s service offerings and managing the interactions and relationships with those customers. |
T |
3 |
Sub Function |
F |
|
|
Customer Service |
Public Affairs |
| Customer Services |
|
F |
1 |
Unknown |
F |
|
|
|
|
| D1: Process Non-Sec 106 Cultural and Paleontological Data |
Includes all labor and procurement costs related to non-section 106 cultural resource data recovery/recordation and paleontological field studies. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| D3: Assess and Plan for Designated Areas |
Includes all operations and labor costs associated with the determination of whether management objectives and decisions related to nationally designated Wild and Scenic Rivers are being achieved. Work includes all monitoring and evaluation of the data to make the determinations. Work can be reported in the absence of a activity plan if the monitoring is done pursuant to a land use decision or some other form of documented decision
Work and costs associated with the collection and analysis of baseline data associated with designated Wild and Scenic Rivers. Baseline data collection and analysis of social, economic, or scientific information of Congressionally designated rivers or trails needed to develop management plans or for management activities is appropriate. This work activity includes the costs associated with completing specific assessments designed to gather information on WSR indicators. This work activity includes the costs associated with work to assess the condition or current state of known natural, cultural, recreation and facility resources as well as other resources affected along the designated river route, both on the ground and in the office, for river administration or management purposes.
Does not include managing/protecting the resource. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| D8: Conduct Census of Wild Horse and Burro Areas |
Includes all labor and operational costs associated with: Census (period count) of animal populations in Herd Management Areas (HMA). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| D9: Manage/Protect Cultural and Natural Heritage Resources |
Includes all costs related to protecting Cultural and Natural Heritage Resources from damage/deterioration due to any kind of threat to those resources. Threats to Cultural and Natural Heritage Resources include natural causes (earthquakes, tornadoes, fire, flood, etc.) as well as human related threats over-use, vandalism, looting.
Cultural properties monitored through the efforts of non-DOI personnel (e.g., volunteers, site stewards, cooperators) should be reported, even though no DOI labor or procurement costs are incurred.
Only those specific cultural properties and paleontological localities that have been visually examined (by employees or volunteers) through an on-the-ground visit should be reported. Excludes museum collections.
Does not include costs of buildings or other fixed assets at the site of the resource.
This work activity should not be used to code labor and operations costs related to monitoring cultural properties as a condition or outcome of section 106 compliance. That level of site monitoring should be coded to DOI activity Authorize Use of Cultural and Natural Heritage Resources (0A). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| Data collection Weather Fuels and Fire Occurrence |
|
F |
4 |
Function |
T |
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Debt Collection |
Debt Collection – supports activities associated with the collection of money owed to the U.S. government from both foreign and domestic sources. |
T |
3 |
Sub Function |
F |
|
|
Debt Collection |
Revenue Collection |
| DEFERRED MAINTENANCE NEEDS PROCESS (FBMS) |
The Deferred Maintenance Needs identifies deferred maintenance needs based on:
o inspections
o condition assessments
o program needs assessment
o historical data
o FASAB # 4 and #6
The process develops project estimates and priotizes projects and defends the project included in the Department=s 5 Year Plan.
FBMS Activity -- VIII.2.E DEFERRED MAINTENANCE NEEDS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| DELINQUENCY MANAGEMENT PROCESS (FBMS) |
This is the process that monitors delinquent accounts and follows up with appropriate collec-tions procedures. FBMS Activity -- IV.1.G DELINQUENCY MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| Delinquent Debt Collection (FBMS) |
The Delinquent Debt Collection sub-function includes the recovery of delinquent debt through the use of dunning letters, offset programs, collection agencies, garnishment of non-Federal wages, litigation, and the termination of collection action on uncollectible debt. FBMS Activity -- XII.5 Delinquent Debt Collection |
F |
5 |
Process |
F |
COLLECTION ACTIONS PROCESS (FBMS)
FORECLOSE AND LIQUIDATE COLLATERAL (FBMS)
WRITE-OFFS AND CLOSE-OUTS PROCESS (FBMS)
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| DELINQUENT DEBT MANAGEMENT PROCESS (FBMS) |
Delinquent Debt Management Process is the steps used to collect amounts due Interior that have not been paid by the due date. The primary focus of the debt management activity is the collection of amounts due from non-Federal entities excluding direct and guaranteed loans. This activity supports the process of notifying entities of delinquent debt and the subsequent collection or write?off of that debt. This activity includes: maximize the use of the revenue system to electronically track the status of the debt, maximizing the use of the Revenue System to electronically track the status of the recov-ery debtor non?employee delinquent debt, utilizing debt collection tools, tracking debt referred to Treasury/IRS Debt referral process through the automation of the delinquent debt transfer system with Treasury/IRS, processing payment for delinquent debt (non-employee) not fully automated as to electronic commerce and electronic data interchange, and writing-off debt not fully automated due to EC and EDI not being fully implemented. FBMS Activity -- II.4.F DELINQUENT DEBT MANAGEMENT PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| Deliver Feedback Notice and Response |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Product |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Recreation Information |
The outreporting of the performance and metric information around RecOneStop |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Refund to Customer |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Report |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Requested Information |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Deliver Response to Customer |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Department Executive Functions |
Executive Functions involve the Executive Office of the President and the Department |
F |
4 |
Function |
F |
67: Perform Planning
68: Provide Central Leadership
|
Executive Functions |
Executive Functions |
General Government |
| DEPARTMENTAL BUDGET FORMULATION PROCESS (FBMS) |
The Departmental Budget Formulation Process is the review and modification from the Departmental perspective of the bureau budget requests as a basis for assembling the Department's budget to OMB for inclusion in the President's Budget Request. FBMS Activity -- I.1.B DEPARTMENTAL BUDGET FORMULATION PROCESS |
F |
6 |
Activity |
F |
|
Bureau Budget Formulation (FBMS) |
Funds Control |
Financial Management |
| DEPARTMENTAL BUDGET PREPARATION PROCESS (FBMS) |
Departmental Budget Preparation is the process of establishing initial agency financial resource plans and updating them as necessary throughout the fiscal year. The process includes receiving budget re-quests from bureau and other Departmental operations, reviewing and approving budget requests, preparing the appropriation request to OMB for inclusion in the President's budget, preparing justifi-cation materials to support budget requests, and defending those budget requests formally (at OMB and congressional hearings) and informally (through staff contacts with these entities). FBMS Activity -- I.2. B DEPARTMENTAL BUDGET PREPARATION PROCESS |
F |
6 |
Activity |
F |
|
Budget Preparation (FBMS) |
Funds Control |
Financial Management |
| Deposit Cash in Local TGA Account |
|
F |
7 |
Task |
F |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| DEPRECIATION/AMORTIZATION PROCESS (FBMS) |
The Depreciation/Amortization Process calculates and maintains depreciation/amortization informa-tion on personal property. This process includes:
o Capture the estimated useful life, depreciation/amortization/depletion method, and sal- vage/residual value for each asset or group of assets, when applicable.
o Calculate depreciation/amortization/depletion based on a management prescribed method (e.g., straight line, physical usage) and the net book value of capitalized assets.
o Accumulate amortization, depletion, and depreciation expense.
o Provide an audit trail for amortization, depletion, and depreciation expense.
o Allow authorized users system access to change the estimated useful life of an asset, the de-preciation method, and estimated salvage value, and make adjustments to PP&E asset and contra-asset accounts on an exception basis.
FBMS Activity -- V.3.B DEPRECIATION/AMORTIZATION PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| DETERMINE AND PROCESS EMPLOYEE ENTITLEMENTS |
Determine employee eligibility for entitlements and process and document the action. FBMS Activity -- X.5.B DETERMINE AND PROCESS EMPLOYEE ENTITLEMENTS |
F |
4 |
Function |
F |
|
Benefits Management |
Benefits Management |
Human Resource Management |
| Determine Associated Federal Contact |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Determine Customer Type |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Determine Impact of Resource Information |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| DETERMINE METHOD OF PROCUREMENT PROCESS (FBMS) |
This process determines whether the supply or service will be acquired by a simplified purchasing procedure, sealed bidding, two-step sealed bidding or competitive negotiation, A&E, or a set-aside program. FBMS Activity -- III.2.E DETERMINE METHOD OF PROCUREMENT PROCESS |
F |
6 |
Activity |
F |
|
Presolicitation (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Determine Standard Acceptance |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Develop Fire Program |
|
F |
1 |
Unknown |
F |
|
|
|
|
| DEVELOP PROCUREMENT PLANS PROCESS (FBMS) |
This process establishes milestones for reviews (legal and Internal), solicitation, evaluation, and award tasks and identifies responsible parties and assigns tasks. This activity includes identifying the formal source selection authority and managing a source selection board and subcommittees. FBMS Activity -- III.3.A DEVELOP PROCUREMENT PLANS PROCESS |
F |
6 |
Activity |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| DEVELOP TRAINING BUDGET (FBMS) |
Support the preparation of financial projections and implementation of controls which maximize the utilization of training funds. FBMS Activity -- X.7.B DEVELOP TRAINING BUDGET |
F |
5 |
Process |
F |
|
Work Force Development (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| Development of Wildland Fire Standards |
|
F |
4 |
Function |
F |
|
Standard Setting/Reporting Guideline Development |
Standard Setting/Reporting Guideline Development |
Regulatory Compliance and Enforcement |
| DIRECT LOAN FUNCTION (FBMS) |
This Direct Loan Function supports the loan extension, account servicing, portfolio management and delinquent debt sub-functions necessary to support direct loan processing and will be used to calculate credit subsidy estimates and satisfy credit reform accounting requirements. FBMS Activity -- XII. DIRECT LOAN FUNCTION |
F |
4 |
Function |
F |
Account Servicing (FBMS)
Delinquent Debt Collection (FBMS)
Direct Loan Interface (FBMS)
Loan Extension (FBMS)
Other Reporting Requirements (FBMS)
Portfolio Management (FBMS)
Treasury Cross-Servicing (FBMS)
|
Funds Control |
Funds Control |
Financial Management |
| Direct Loan Interface (FBMS) |
The direct loan system must be capable of interfacing with other financial management systems. A brief description of some of the systems which interact with the direct loan system is provided below.
o The direct loan system interacts with the core financial system to perform fund control checks, initiate or record payments, record the results of other direct loan-related financial transactions, and acknowl-edge receipt of financial information exchange. The direct loan system must be able to perform auto-matic system balancing. This system balancing must ensure that direct loan partners involved in a financial information exchange agree on transaction number and dollar values passed, processed, and rejected. The automated system balancing will include cumulative subsidiary account balancing to the general ledger. This automated system balancing ensures that direct loan partners reflect the same pic-ture of valid transactions over a specified period of time, such as a month, quarter, or a year. The direct loan system must be capable of supporting managerial cost accounting.
o Direct loan programs and guaranteed loan programs have common processes for managing receivables. Defaulted guaranteed loans acquired by the Government are serviced and collected in a manner similar to direct loans. Therefore, an agency with both direct and guaranteed loan programs may have a direct loan system and a guaranteed loan system that share system capabilities related to collecting delinquent debt. If an agency acquires property serving as collateral on a defaulted direct loan, the direct loan sys-tem will provide the property management system with the information needed to manage and liquidate the collateral.
FBMS Activity -- XII.7 Direct Loan Interface |
F |
5 |
Process |
F |
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Direct Loans |
Direct Loans – involves a disbursement of funds by the government to a non-federal borrower under a contract that requires the repayment of such funds with or without interest. |
T |
3 |
Sub Function |
F |
|
|
Direct Loans |
Credit and Insurance |
| Direct Transfers to Individuals |
Direct Transfers to Individuals – involves the disbursement of funds from the federal government directly to beneficiaries (individuals or organizations) who satisfy federal eligibility requirements with no restrictions imposed on the recipient as to how |
T |
3 |
Sub Function |
F |
|
|
Direct Transfers to Individuals |
Federal Financial Assistance |
| Disaster Monitoring and Prediction |
Disaster Monitoring and Prediction – involves the actions taken to predict when and where a disaster may take place and communicate that information to affected parties. Note: Weather forecasting, while central to Disaster Monitoring and Prediction, is mo |
T |
3 |
Sub Function |
T |
|
|
Disaster Monitoring and Prediction |
Disaster Management |
| Disaster Preparedness and Planning |
Disaster Preparedness and Planning – involves the development of response programs to be used in case of a disaster as well as pre-disaster mitigation efforts to minimize the potential for loss of life and property. This involves the development of emerge |
T |
3 |
Sub Function |
T |
Data collection Weather Fuels and Fire Occurrence
Environmental Monitoring and Assessment Prediction
Fire Management
Fire Planning
Fire Preparedness
Fire Program Management
|
|
Disaster Preparedness and Planning |
Disaster Management |
| Disaster Repair and Restore |
Disaster Repair and Restore – involves the cleanup and restoration activities that take place after a disaster. This involves the cleanup and rebuilding of homes, buildings, roads, environmental resources, or infrastructure that may be damaged due to a di |
T |
3 |
Sub Function |
T |
|
|
Disaster Repair and Restore |
Disaster Management |
| Disaster Resource Request Response |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Disburse Federal Revenues |
MRM BRM |
F |
7 |
Task |
F |
F17: Prepare Financial Reports (Federal Portion )
F20: Distribute Accounts Payable Federal D&D
F30: Develop/Maintain Regs and Guidance - FIN (Federal Portion )
F58: Late Disbursement Interest
F61: Management Control Review - FIN (Federal Portion )
F62: External Audit Liaison/Reports - FIN (Federal Portion )
F64: Records Management - FIN (Federal Portion )
F65: Perform FM Systems-related Testing (Federal Portion )
F72: Support FM Systems - non-RIK (Federal Portion )
F73: Support FM Systems - RIK
F74: General Management Support- FIN non-RIK (Federal Portion )
F75: General Management Support- FIN RIK
FEA: 2005 Energy Act Implementation- FM
K73: Support FM Systems RIK (Carryover)
Y58: Late Disbursement Interest (Carryover)
Y72: Support FM Systems - non-RIK (Carryover) (Federal Portion )
|
Disbursing Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Disburse Indian Revenues |
MRM BRM |
F |
7 |
Task |
F |
F17: Prepare Financial Reports (Indian Portion )
F21: Distribute Accounts Payable Indian D&D
F30: Develop/Maintain Regs and Guidance - FIN (Indian Portion )
F57: Account for Refund on Behalf of Allottees
F61: Management Control Review - FIN (Indian Portion )
F62: External Audit Liaison/Reports - FIN (Indian Portion )
F64: Records Management - FIN (Indian Portion )
F65: Perform FM Systems-related Testing (Indian Portion )
F72: Support FM Systems - non-RIK (Indian Portion )
F74: General Management Support - FIN non-RIK (Indian Portion )
TE3: External Audit Liaison/Reports - IND
TE5: Records Management - IND
TSA: Support IMSC Indian Mineral Steering Committee
Y72: Support FM Systems - non-RIK (Carryover) (Indian Portion )
|
Disbursing Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Disbursing Mineral Revenues |
MRM BRM |
F |
6 |
Activity |
F |
Disburse Federal Revenues
Disburse Indian Revenues
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| DISPOSAL PROCESS (FBMS) |
The Disposal Process supports the disposal of inventory items that are excess, obsolete, or un-serviceable and therefore not saleable. It consists of the following: Item Transfer to Disposal, and Accounting for Disposal.
o Item Transfer to Disposal supports transfer of inventory items being held for sale or for future sale to an organization or group which will dispose of the items.
o Accounting for Disposal provides accounting for items which are to be disposed of.
FBMS Activity -- XIII.4.C DISPOSAL PROCESS |
F |
6 |
Activity |
F |
|
Inventory Disposition (FBMS) |
Inventory Control |
Supply Chain Management |
| DISPOSITION PROCESS (FBMS) |
This process disposes of personal property using several procedures. The appropriate procedure is determined and used based on federal and departmental regulations, policies, and economic consid-erations. A number of these procedures may be employed until disposition of personal property is accomplished. The performance of this process by a bureau enables other bureaus to screen available personal property during the required acquisition review.
This process includes:
o Available Property
o Exchange/Sales
o Direct Transfers
o Excess Property
o Limited Lot Sales of Surplus Personal Property
o Donations
o Reports of Survey/Certificates of Unserviceable Property
FBMS Activity -- V.2.B DISPOSITION PROCESS |
F |
6 |
Activity |
F |
|
Managing Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Dissemination |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Distribute Confirmation Notice |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Distribute Funds from Local TGA Account |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Distribute Funds to Bank |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| DOCUMENT RECRUITMENT AND STAFFING ACTIONS |
Maintain historical files documenting the recruitment and staffing process, including delegated exam-ining authority, in a manner that provides a complete audit trail of all actions. This is particularly im-portant in responding to data calls associated with grievances, appeals, and equal employment opportunity complaints. FBMS Activity -- X.3.F DOCUMENT RECRUITMENT AND STAFFING ACTIONS |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| DOI INVOICE AND PAYMENT PROCESSING (FBMS) |
This process reflects the processing of BOA invoice files, posting to the General Ledger, and payment processing.
Each bureau is responsible for operating their portion of the SmartPay Program for their purchase and convenience checks, travel, and fleet functions. In implementing their programs, bureaus are expected to adhere to the Department's general policies and procedural guidance for the SmartPay Program. The Department's policies and procedural guidance for the SmartPay Program is available on the Internet at http://wwwios.doi.gov/pam/
charge/htm/.
FBMS Activity -- IV.1.F DOI INVOICE AND PAYMENT PROCESSING |
F |
6 |
Activity |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| E0: Consult with Tribes on Cultural Heritage Resources |
All costs to coordinate and consult with tribes under Federal law, including Archeological Resources Protection Act (ARPA), National Historic Preservation Act (NHPA), American Indian Religious Freedom Act (AIRFA), EO13007 on sacred sites, and Native American Graves Protection and Repatriation Act (NAGPRA). |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| E1: Monitor Wild Horse and Burro Herd Management Areas |
Includes all labor and operational costs that are primarily associated with monitoring and inventorying herd and habitat for wild horse and burro management for the establishment or adjustment of AML, monitoring condition of animals, vegetation and water sources, and inventory assessments. HMA improvement projects should not be charged to this work activity. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| E2: Determine Status of Cultural and Heritage Resources |
Includes all costs associated with assessing condition, inventorying & monitoring, and follow-up evaluation of cultural landscapes (i.e. battlefields, vistas, etc.), paleontologic localities, archaeological sites, and historic structures.
Includes completing and automating site records and digitizing site locations and paleontologic localities in GIS. Includes all cost associated with gathering, compiling, and analyzing cultural resource and paleontological resource data with exceptions as noted below.
Includes the acres of public land inventoried in a given fiscal year as a result of pro-active cultural resource inventories (I.e., non-section 106 inventory) completed under section 14 of ARPA and/or section 110 of NHPA
Includes all the costs associated with surveying non-DOI lands to identify, document and evaluate the condition of archeological, historic or architectural districts, sites, structures, buildings, landscapes, paleontologic localities, or places with important public and scientific uses, and may include definite locations (sites or places) of traditional cultural or religious importance to specified social and/or cultural groups. This includes surveys conducted in compliance with Federal, state, tribal, or local statutory law (e.g. NHPA, local ordinances).
Excludes determining status of museum items, WSR, Historic Trails, and Wild Horse and Burro herds. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| Earmarked Grants |
Earmarked Grants – involves the distribution of money to state and local governments for a named purpose or service usually specifically noted by Congress in appropriations language, or other program authorizing language. |
T |
3 |
Sub Function |
F |
Wildland Fire Grant Management
|
|
Earmarked Grants |
Transfers to States and Local Governments |
| ECM: Perform MRM Congressional Liaison and Legislative Duties |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| Ecosystem Management |
The discipline that takes into account the variety of natural and man made influences on the biological, hydrologic atmospheric, etc. systems. |
F |
4 |
Function |
T |
06: Recover Threatened and Endangered Species
7M: Conduct Endangered Species Listing Activities
7N: Control Invasive Animals
7P: Control Invasive Plants
7Q: Conserve Habitats to Support Non-Threatened and Endangered Species
7R: Conserve Non-Threatened and Endangered Species
7Z: Manage Candidate Species
A1: Inventory Ecological Sites On Rangelands/Farmlands
C3: Collect, Manage and Distribute Data to Inform Decisions on Invasive Species
G2: Monitor Shrub/Grass/Pine Juniper (PJ) Forest Treatments
M4: Conduct Research to Inform Decisions on Invasive Species
R0: Prevent Introduction of Invasive Species
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| EDIT AND CORRECT T&A DATA |
Edit T&A data at the earliest time to ensure that the data are complete, accurate, and in accordance with legal requirements. Support the correction of current-pay period and prior-pay period T&A records. FBMS Activity -- X.8.C EDIT AND CORRECT T&A DATA |
F |
5 |
Process |
F |
|
Time and Attendance Processing |
Compensation Management |
Human Resource Management |
| ELECTRONIC ACCOUNT GOVERNMENT LEDGER SYSTEMS (EAGLS) (FBMS) |
This process reflects the BOA Internet based software program that develops final billing files and provides access to program reports. FBMS Activity -- IV.1.E ELECTRONIC ACCOUNT GOVERNMENT LEDGER SYSTEMS (EAGLS) |
F |
6 |
Activity |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| Elementary, Secondary, and Vocational Education |
Elementary, Secondary, and Vocational Education – refers to the provision of education in elementary subjects (reading and writing and arithmetic); education provided by a high school or college preparatory school; and vocational and technical education a |
T |
3 |
Sub Function |
T |
Elementary, Secondary, and Vocational Education Functions
|
|
Elementary, Secondary, and Vocational Education |
Education |
| Elementary, Secondary, and Vocational Education Functions |
Elementary, Secondary, and Vocational Education Functions has not been formally defined. |
F |
4 |
Function |
T |
U8: Provide Tribal And Alaskan Native Education
|
Elementary, Secondary, and Vocational Education |
Elementary, Secondary, and Vocational Education |
Education |
| Emergency Response |
Emergency Response – involves the immediate actions taken to respond to a disaster. These actions include, but are not limited to, providing mobile telecommunications, operational support, power generation, search and rescue, and medical life saving actio |
T |
3 |
Sub Function |
T |
Emergency Response Functions
Wildland Fire Fighting Operations
|
|
Emergency Response |
Disaster Management |
| Emergency Response Functions |
Emergency Response involves the immediate actions taken to respond to a disaster These actions include, but are not limited to, providing mobile telecommunications, operational support, power generation, search and rescue, and medical life saving actions |
F |
4 |
Function |
T |
T3: Conduct Emergency Response Activities
|
Emergency Response |
Emergency Response |
Disaster Management |
| EMIS Data Exchange (FBMS) |
A critical process for supporting the Enterprise Management Information Function is the ability to capture summary and detailed information at periodic points in time to support decision-making and analysis. This sub-function requires flexibility in capturing data and the ability to adjust the collection capabilities from a variety of systems and applications. FBMS Activity -- XI.6 EMIS Data Exchange |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| EMIS Systems Management (FBMS) |
This sub-function represents the systems management capabilities that need to be maintained in the systems to ensure data integrity, security and accuracy, manage systems performance and minimize risk related to a systems failure. FBMS Activity -- XI.9 EMIS Systems Management |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| Employee Billed Transactions (FBMS) |
This is the set of processes to support the use of the integrated card for employee billed transactions. FBMS Activity -- IV.4 Employee Billed Transactions |
F |
5 |
Process |
F |
BILLING STATEMENT SENT TO CARDHOLDER PROCESS (FBMS)
LATE PAYMENT MANAGEMENT PROCESS (FBMS)
PAYMENT OF BANK OF AMERICA BILL PROCESS (FBMS)
REVIEW OF TRANSACTION DATA PROCESS (FBMS)
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| Employee Performance Management |
Employee Performance Management -designs, develops, and implements a comprehensive performance management approach to ensure agency employees are demonstrating competencies required of their work assignments. Design, develop and implement a comprehensive performance management strategy that enables managers to make distinctions in performance and links individual performance to agency gomission accomplishment. This sub-function also includes managing employee performance at the individual level and evaluating the overall effectiveness of the agency’s employee development approach. |
T |
3 |
Sub Function |
F |
|
|
Employee Performance Management |
Human Resource Management |
| Employee Relations |
Employee Relations designs, develops, and implements programs that strive to maintain an effective employer-employee relationship that balance the agency’s needs against its employees’ rights. This sub-function includes: addressing employee misconduct; addressing employee performance problems; managing administrative grievances; providing employee accommodation; administering employees assistance programs; participating in administrative third party proceedings; and determining candidate and applicant suitability. |
T |
3 |
Sub Function |
F |
Employee Relations Functions
Labor Cost and Distribution
Labor-Management and Employee Relations
Personnel Action Administration
Position Management and Classification
|
|
Employee Relations |
Human Resource Management |
| Employee Relations Functions |
Involves processing Requests for Personnel Actions, changes to employees’ official personnel records or history, or involving establishing, maintaining, and monitoring the agency’s official personnel system of record.
|
F |
4 |
Function |
F |
61: Support Human Resources Activities
|
Employee Relations |
Employee Relations |
Human Resource Management |
| Energy Conservation and Preparedness |
Energy Conservation and Preparedness – involves protection of energy resources from over consumption to ensure the continued availability of fuel resources and to promote environmental protection. This Line of Business also includes measures taken to ensu |
T |
3 |
Sub Function |
T |
Energy Conservation- Regulation of Resource Use
|
|
Energy Conservation and Preparedness |
Energy |
| Energy Conservation- Regulation of Resource Use |
Engergy management practices that rely on development regulations and guidelines. |
F |
4 |
Function |
T |
0T: Regulate Energy Resource Use - Coal
|
Energy Conservation and Preparedness |
Energy Conservation and Preparedness |
Energy |
| Energy Production |
Energy Production – involves the transformation of raw energy resources into useable, deliverable energy. |
T |
3 |
Sub Function |
T |
Energy Supply - Power Generation
|
|
Energy Production |
Energy |
| Energy Resource Compliance and Regulation |
The activity that ensures agreed upon terms and conditions for energy use are met by reviews, audits and oversight resources. |
F |
4 |
Function |
T |
2E: Perform Coal Compliance Inspections
2F: Perform Oil and Gas Compliance Inspections
2H: Ensure Compliance and Manage Assets - Mineral Revenues
9E: Conduct Commercial RIK
|
Energy Resource Management |
Energy Resource Management |
Energy |
| Energy Resource Lease Processing |
The process of developing, contracting and providing a lifecycle support for the |
F |
4 |
Function |
T |
0C: Process Oil and Gas Reservoir Drainage Cases
0J: Process Coal and Acreage Leases
0L: Process Other Easements/Licenses
0U: Process Oil and Gas Reservoir Management Agreements
9U: Support Hydropower Licensing/Relicensing
|
Energy Resource Management |
Energy Resource Management |
Energy |
| Energy Resource Management |
Energy Resource Management – involves the management and oversight of energy producing resources including facilities, dams, land, and offshore resources. |
T |
3 |
Sub Function |
T |
Energy Resource Compliance and Regulation
Energy Resource Lease Processing
Energy Resource Management Functions
Energy Resource Research
|
|
Energy Resource Management |
Energy |
| Energy Resource Management Functions |
The general management activties required to administer Energy resource management programs. |
F |
4 |
Function |
T |
43: Manage Public Resources: Energy
|
Energy Resource Management |
Energy Resource Management |
Energy |
| Energy Resource Research |
Research into the energy management, engineering distribution and use to identify improvements in technology |
F |
4 |
Function |
T |
M8: Conduct Research to Inform Decisions on Energy Resources
Y5: Provide Technical Assistance to Inform Decisions on Energy Resources
|
Energy Resource Management |
Energy Resource Management |
Energy |
| Energy Supply |
Energy Supply – involves all activities devoted to ensuring the availability of an adequate supply of energy for the United States and its citizens. |
T |
3 |
Sub Function |
T |
Energy Supply - Maintain Supply
|
|
Energy Supply |
Energy |
| Energy Supply - Maintain Supply |
The discipline involved in sustaining the required levels of capacity and service to the customers of power. |
F |
4 |
Function |
T |
0R: Ensure Optional Value of Oil and Gas Resources
0S: Deliver Oil to DOE for Strategic Petroleum Reserve
|
Energy Supply |
Energy Supply |
Energy |
| Energy Supply - Power Generation |
The discipline involved in the creation of energy from power sources like hydro, coal and oil ….. |
F |
4 |
Function |
T |
48: Manage Public Resources: Hydropower
4P: Maintain Hydropower Facilities
4R: Increase Power Supply
4T: Operate Power Facilities
4V: Construct Hydropower Facilities
|
Energy Production |
Energy Production |
Energy |
| Enforcement Actions |
MRM BRM |
F |
7 |
Task |
T |
CF6: Enforce Mineral Revenue Laws - Federal
CF7: Enforce Mineral Revenue Laws - Indian
|
Settlements/ Decisions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Enterprise Architecture |
Enterprise Architecture – is an established process for describing the current state and defining the target state and transition strategy for an organization’s people, processes, and technology. |
T |
3 |
Sub Function |
F |
Enterprise Architecture Functions
|
|
Enterprise Architecture |
Planning and Budgeting |
| Enterprise Architecture Functions |
Enterprise Architecture functions are established processes for describing the current state and defining the target state and transition strategy for an organization’s people, processes, and technology |
F |
4 |
Function |
F |
84: Manage IT Architecture
|
Enterprise Architecture |
Enterprise Architecture |
Planning and Budgeting |
| ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
The Enterprise Management Information Function supports the collection and retrieval of current and his-torical financial, program, and related performance data for analysis, decision-making, and performance reporting by managers at all levels. FBMS Activity -- XI. ENTERPRISE MANAGEMENT INFORMATION FUNCTION |
F |
4 |
Function |
F |
Access to Transaction Systems (FBMS)
EMIS Data Exchange (FBMS)
EMIS Systems Management (FBMS)
Financial Reporting (FBMS)
General Reporting Capabilities (FBMS)
Human Resource Accountability Management (FBMS)
Management Reporting (FBMS)
Performance Management (FBMS)
|
Reporting and Information |
Reporting and Information |
Financial Management |
| Environmental Monitoring and Assessment Prediction |
Monitoring and prediction of weather for disaster preparation. |
F |
4 |
Function |
T |
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Environmental Monitoring and Forecasting |
Environmental Monitoring and Forecasting – involves the observation and prediction of environmental conditions. This includes but is not limited to the monitoring and forecasting of water quality, water levels, ice sheets, air quality, regulated and non r |
T |
3 |
Sub Function |
T |
Environmental Monitoring and Forecasting (Air) Functions
|
|
Environmental Monitoring and Forecasting |
Environmental Management |
| Environmental Monitoring and Forecasting (Air) Functions |
Environmental Monitoring and Forecasting involves the observation and prediction of environmental conditions This is limited to the monitoring and forecasting of air quality, regulated and non-regulated emissions, as well as the observation and prediction of weather patterns and conditions |
F |
4 |
Function |
T |
8D: Conduct Environmental Consultations - Energy
8L: Conduct Environmental Consultations - Non-Energy
B4: Assess Air Quality
|
Environmental Monitoring and Forecasting |
Environmental Monitoring and Forecasting |
Environmental Management |
| Environmental Remediation |
Environmental Remediation – supports the immediate and long-term activities associated with the correcting and offsetting of environmental deficiencies or imbalances, including restoration activities. |
T |
3 |
Sub Function |
T |
Environmental Remediation Functions
|
|
Environmental Remediation |
Environmental Management |
| Environmental Remediation Functions |
These are the specific funcitons that support environmental remediation to include abandoned mines. |
F |
4 |
Function |
T |
3F: Evaluate AML Remediation
8V: Remediate Abandoned Mine Land (AML) and Physical Safety Hazards
|
Environmental Remediation |
Environmental Remediation |
Environmental Management |
| EVALUATE DEVELOPMENT AND TRAINING ACTIVITIES (FBMS) |
Support the evaluation of the effectiveness and quality of course design, program content, delivery methodology and instructional value. FBMS Activity -- X.7.C EVALUATE DEVELOPMENT AND TRAINING ACTIVITIES |
F |
5 |
Process |
F |
|
Work Force Development (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| EVALUATE DUTIES AND RESPONSIBILITIES |
Describe the work of a position and apply standards, policies, and guidelines to determine the type and level of work, to include identification of knowledge, skills, abilities, and competencies. FBMS Activity -- X.2.B EVALUATE DUTIES AND RESPONSIBILITIES |
F |
5 |
Process |
F |
|
Position Management and Classification |
Employee Relations |
Human Resource Management |
| EVALUATION PROCESS (FBMS) |
This process involves receiving, controlling bids/proposals/quotes submitted against an Invi-tation for bids, Request for Proposals, or Request for Quotations and evaluation of the sub-missions. The evaluation process includes reviewing responsiveness, responsibility, technical evaluations, cost and price data, other proposal terms and conditions, competitive ranges de-terminations and other fact finding necessary to complete the Government's analysis of the proposals/bids/quotes. FBMS Activity -- III.3.E EVALUATION PROCESS |
F |
6 |
Activity |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Evidence and Property Inventory Management |
This activity support the management requirements for legal evidence and property management in support of litigation - Derived from IMARS Needs Assessment Evidence and Property Inventory Management |
F |
5 |
Process |
T |
|
Litigation Support |
Criminal Investigation and Surveillance |
Law Enforcement |
| Executive Functions |
Executive Functions – involves the Executive Office of the President. |
T |
3 |
Sub Function |
F |
Department Executive Functions
|
|
Executive Functions |
General Government |
| F04: Resolve Missing Exceptions |
MRM BRM |
F |
8 |
Task |
F |
|
Resolve Missing Production Report Data |
User Fee Collection |
Revenue Collection |
| F06: Correct Production Report Errors |
MRM BRM |
F |
8 |
Task |
F |
|
Correct Production Rejected Lines |
User Fee Collection |
Revenue Collection |
| F07: Process Revenue and Documents |
MRM BRM |
F |
8 |
Task |
F |
|
Process Checks and Dccuments |
User Fee Collection |
Revenue Collection |
| F08: Correct Royalty Report Errors |
MRM BRM |
F |
8 |
Task |
F |
|
Correct Royalty Rejected Lines |
User Fee Collection |
Revenue Collection |
| F10: Maintain Well/FMP Data |
MRM BRM |
F |
8 |
Task |
F |
|
Process Well Actions |
User Fee Collection |
Revenue Collection |
| F15: Deliver Reporter Training |
MRM BRM |
F |
8 |
Task |
F |
|
Conduct Reporter Training Sessions |
User Fee Collection |
Revenue Collection |
| F17: Prepare Financial Reports (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F17: Prepare Financial Reports (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F2: Collect, Manage and Distribute Data to Inform Decisions on Energy Resources |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the appropriate use of energy resources. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of samples
Data integration/processing
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Energy Resources (M8). Data collection supporting assessment projects is coded to DOI Activity Conduct Assessments to Inform Decisions on Energy Resources (M7). Data collection for technical assistance is coded to DOI activity Provide Technical Assistance to Inform Decisions on Energy Resources (Y5). Data management for all energy resource projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| F20: Distribute Accounts Payable Federal D&D |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F21: Distribute Accounts Payable Indian D&D |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F22: Process Financial Lease Terms Invoices |
MRM BRM |
F |
8 |
Task |
F |
|
Process Financial Lease Terms Invoices |
User Fee Collection |
Revenue Collection |
| F23: Process Indian Recoupments |
MRM BRM |
F |
8 |
Task |
F |
|
Process IOR Invoices |
User Fee Collection |
Revenue Collection |
| F30: Develop/Maintain Regs and Guidance - FIN (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F30: Develop/Maintain Regs and Guidance - FIN (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F40: Process Financial Services Appeals |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| F41: Process Manual Invoices |
MRM BRM |
F |
8 |
Task |
F |
|
Process Manual Invoices |
User Fee Collection |
Revenue Collection |
| F42: Manage Appeal Sureties - Onshore |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| F43: Manage Appeal Sureties - Offshore |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| F44: Manage Appeal Sureties - Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Appeals Received |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| F49: Support Bankruptcy Litigation |
MRM BRM |
F |
8 |
Task |
T |
|
Bankruptcy Proof of Claim Filings |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| F56: Coordinate with Treasury - Debt Collection |
MRM BRM |
F |
8 |
Task |
F |
|
Issue Debt Collection Letters |
User Fee Collection |
Revenue Collection |
| F57: Account for Refund on Behalf of Allottees |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F58: Late Disbursement Interest |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F6: Assess Alaska Minerals |
Report all procurement and labor costs related to Alaska mineral inventories and assessments of resources on special issues or within assigned geographic areas.
Special studies/assessments are performed to establish baseline data concerning the quantity, character, economic, and environmental aspects of mineral resources on public lands.
|
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| F61: Management Control Review - FIN (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F61: Management Control Review - FIN (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F62: External Audit Liaison/Reports - FIN (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F62: External Audit Liaison/Reports - FIN (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F64: Records Management - FIN (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F64: Records Management - FIN (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F65: Perform FM Systems-related Testing (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F65: Perform FM Systems-related Testing (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F66: Maintain Reference Data - non-RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Process Letter and Agreement Actions |
User Fee Collection |
Revenue Collection |
| F67: Maintain Reference Data - RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Process Letter and Agreement Actions |
User Fee Collection |
Revenue Collection |
| F68: Reconcile Accounts Receivable & Collect Debts - non-RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Reconcile Payor Accounts |
User Fee Collection |
Revenue Collection |
| F69: Reconcile Accounts Receivable & Collect Debts - RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Reconcile Payor Accounts |
User Fee Collection |
Revenue Collection |
| F7: Collect, Manage and Distribute Data to Inform Decisions on Non-Energy Mi--> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the appropriate use of non-energy minerals. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of sample
Data integration/processing
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific non-energy mineral research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Non-energy Mineral Resources (N1). Data collection supporting assessment projects is coded to DOI Activity Conduct Assessments to Inform Decisions on Non-Energy Mineral Resources (N0). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Non-Energy Mineral Resources (Y6). Data management for all mineral resource projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| F70: Process Late Payment Invoices - non-RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Process Interest Invoices |
User Fee Collection |
Revenue Collection |
| F71: Process Late Payment Invoices - RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Process Interest Invoices |
User Fee Collection |
Revenue Collection |
| F72: Support FM Systems - non-RIK (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F72: Support FM Systems - non-RIK (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F73: Support FM Systems - RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F74: General Management Support - FIN non-RIK (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| F74: General Management Support- FIN non-RIK (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| F75: General Management Support- FIN RIK |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| Facilities Construction Functions |
The activity where the construction of public facilities and all the supporting processes is conducted. |
F |
4 |
Function |
F |
4K: Construct Buildings
4N: Construct Dams/Water Storage Facilities
4Y: Construct Grounds
5E: Construct Utilities
5F: Construct Roads, Bridges and Tunnels
5G: Construct All Other Structures/Non-Buildings
5M: Construct Trails
5N: Operate and Evaluate Roads
5R: Construct Recreation Facilities
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Facilities Maintenance Functions |
The activity where the ongoing maintenance of public facilities is managed. |
F |
4 |
Function |
F |
4D: Maintain Roads
4W: Maintain grounds
5B: Maintain Utilities
5C: Maintain Buildings
5D: Maintain Trails
5H: Maintain All Other Structures/Non-Buildings
5J: Maintain Recreation Facilities
5K: Maintain Tunnels
5P: Operate and Evaluate Recreation Facilities
5Y: Perform Recreation Fee Site Deferred Maintenance
5Z: Maintain Bridges
6A: Conduct Environmental Consultations for Sustaining Biological Communities
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Facilities Management Functions |
The general administrative practice overseeing the facilities maintenance function and includes budgeting, planning and resource mangagement. |
F |
4 |
Function |
F |
4Q: Inventory DOI Facilities and Assess Facility Conditions
4X: Manage and Operate Grounds
64: Provide Facilities and Space Management Services
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| FACILITIES OPERATIONS MANAGEMENT PROCESS (FBMS) |
This process conducts the operations of facilities. This process supports manager needs for budget and cost data to make decisions including:
o Query/Locate Materials in Warehouse & Availability of Personnel
o Procure Goods
FBMS Activity -- VIII.2.B FACILITIES OPERATIONS MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| FACILITIES OPERATIONS NEEDS PROCESS (FBMS) |
This process identifies the operations needs of facilities to operate facilities. This activity updates budget and cost data for program managers to make decisions.
o Query/Locate Materials in Warehouse & Availability of Personnel
o Procure Goods
The financial system must be able to populate and update certain information (financial, labor hours, equipment hours, etc.) into the project management and maintenance management systems through an interface for program managers to make decisions.
FBMS Activity -- VIII.2.A FACILITIES OPERATIONS NEEDS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Facilities, Fleet and Equipment Management |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Facilities, Fleet And Equipment Management |
Facilities, Fleet, And Equipment Management – involves the maintenance, administration, and operation of office buildings, fleets, machinery, and other capital assets that are possessions of the federal government. |
T |
3 |
Sub Function |
F |
Facilities Construction Functions
Facilities Maintenance Functions
Facilities Management Functions
Aviation Fleet Management
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS)
REAL PROPERTY FUNCTION (FBMS)
|
|
Facilities, Fleet And Equipment Management |
Administrative Management |
| Facilities, Fleet, And Equipment Management |
|
F |
1 |
Unknown |
F |
|
|
|
|
| FACILITY DISPOSITION/ TRANSFER PROCESS (FBMS) |
This process supports facility disposition/transfer by:
o Identifying excess property or property held for disposal/retirement.
o Transferring property record data to the property disposal organization or receiving entity.
o Capturing date of transfer, transferring entity, and recipient organization (disposal organization or recipient entity).
o Capturing all essential information related to disposal as required by Federal Management Regulation (FMR) 102-36 for applicable agencies.
o Capturing type of disposal action (e.g., retirement, exchange, sale, donation, etc.), final disposi-tion, and date of disposal.
o Capturing estimated cost to demolish property, or otherwise dispose of property.
o Capturing property retirement or disposal status.
o Capturing deletions.
o Calculating gain or loss at time of disposal or retirement, sale, exchange, donation.
o Transferring the asset=s acquisition cost, accumulated depreciation/amortization, and the amount of gain or loss to the Core Financial System at the time of asset transfer, disposal, or retirement.
o Maintaining an audit trail of transfer, disposal, and retirement actions.
FBMS Activity -- VIII.1.F FACILITY DISPOSITION/ TRANSFER PROCESS |
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| FEA: 2005 Energy Act Implementation- FM |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| Federal Asset Sales |
Federal Asset Sales – encompasses the activities associated with the acquisition, oversight, tracking, and sale of non-internal assets managed by the federal government with a commercial value and sold to the private sector. |
T |
3 |
Sub Function |
F |
|
|
Federal Asset Sales |
Revenue Collection |
| Federal Grants (Non-State) |
Federal Grants (Non-State) – involves the disbursement of funds by the federal government to a non-federal entity to help fund projects or activities. This includes the processes associated with grant administration, including the publication of funds ava |
T |
3 |
Sub Function |
F |
|
|
Federal Grants (Non-State) |
Federal Financial Assistance |
| Fees/Taxes/Permits (FBMS) |
This sub-function involves complying with laws and regulations for the collection of fees/ taxes/ and permits including the tracking of individuals/organizations required to pay such fees. Taxes/ and permits and calculating the proper amounts and billing for the amounts. FBMS Activity -- IX.1 Fees/Taxes/Permits |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| FINALIZE PERSONNEL ACTIONS |
This involves the consummation of management and employee requested personnel actions by either the generation of a paper SF-50 or the electronic storage of data associated with the SF-50. Also in-cluded in this process are those actions ancillary to employment, such as requesting security investi-gations, arranging physical examinations and identifying drug testing requirements, requesting and providing SF-75 information, and the administration of the in-processing activities. FBMS Activity -- X.4.A FINALIZE PERSONNEL ACTIONS |
F |
5 |
Process |
F |
|
Personnel Action Administration |
Employee Relations |
Human Resource Management |
| FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Financial Assistance Function in the Department of the Interior supports grants and subsidies to state and local governments, other organizations, or individuals.
There are two major types of grants: mandatory and discretionary. Mandatory grants include entitlement programs (e.g., Medicaid, Food Stamp Administration) block grants (e.g., housing), and formula grants (e.g., highway construction). Mandatory grants are awarded non-competitively to eligible entities as long as those entities submit acceptable state plans or applications. Section 638 grants to tribes are an example of mandatory grants.
Discretionary grants are awarded under a wide range of specific programs, such as education and re-search. Competitive applications are submitted for funding under an announced program with a specific mission identified.
The discretionary grant process usually begins with articulation of the availability of funds through an announcement, specifying the funding agency's objectives and scope of program, relevant dates and deadlines, grantee eligibility, and terms of the evaluation to determine awardees. Many agencies also ac-cept unsolicited applications.
FBMS Activity -- VII. FINANCIAL ASSISTANCE FUNCTION - GRANTS |
F |
4 |
Function |
F |
Grants Management Data Exchange (FBMS)
Grants Management Reports (FBMS)
Post-Award (FBMS)
Pre-Award (FBMS)
Z0: Administer Assistance Grants
|
Funds Control |
Funds Control |
Financial Management |
| Financial Management Reporting Functions |
The general practice of creating information from finance systems to support planning and decision making. |
F |
4 |
Function |
F |
73: Prepare Financial Management Reports
|
Reporting and Information |
Reporting and Information |
Financial Management |
| Financial Reporting (FBMS) |
The objective of the Financial Reporting sub-function is to collect financial information to serve as a single data source for the preparation of Departmental consolidated financial statements, bureau financial statements and governmentwide financial reporting. The sub-function collects summary financial data by Standard General Ledger Code, including trading partner data, and by Treasury Fund Symbol compo-nents. The overall structure is controlled centrally. However, each bureau has ownership and control over the bureau data contained in the process, may post adjusting journal entries to the data and may pre-pare personalized reports and financial statements. The benefits of the Process include facilitating consis-tent financial statement reporting throughout the Department and its bureaus, direct access to financial statement data by the financial statement auditors, the preparation of interim financial statements and as-surance that the data reported to Treasury under FACTS I and FACTS II is consistent with audited finan-cial data reported by the Department. FBMS Activity -- XI.2 Financial Reporting |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| Financial Sector Oversight |
Financial Sector Oversight – involves the regulation of private sector firms and markets (stock exchanges, corporations, etc.) to protect investors from fraud, monopolies, and illegal behavior. This also includes deposit protection. |
T |
3 |
Sub Function |
T |
|
|
Financial Sector Oversight |
Economic Development |
| Financial System Data Exchange (FBMS) |
The Financial Systems Data Exchange sub-function permits and facilitates the electronic transfer of transaction data between systems of original entry with the Core Financial Systems with control and integrity and provides for secure access to data by other systems or applications. The process ensures that control is maintained over data exchanges between the Core Financial Systems and Acquisition Management, SmartPay Program, Personal Property and Fleet Management, Travel Management, Financial Assistance, Real Property Management, Facilities Management, Human Resources for payroll labor cost data and Enterprise Information Management. FBMS Activity -- II.7 Financial System Data Exchange |
F |
5 |
Process |
F |
|
CORE FINANCIAL FUNCTION (FBMS) |
Accounting |
Financial Management |
| Financial System Reporting (FBMS) |
The Core financial function must be able to provide timely and useful financial information to support: (1) management's fiduciary role; (2) budget formulation and execution functions; (3) fiscal management of program delivery and program decision making; and (4) internal and external reporting requirements, including, as necessary, the requirements for financial statements prepared in accordance with the form and content prescribed by OMB, reporting requirements prescribed by Treasury, and legal, regulatory, and other special management requirements of the agency.
Information maintained by the Core financial system must be provided in a variety of formats to users according to their needs. Methods of providing information include on-line inquiries, extract data files, and hard-copy reports. These requirements could be satisfied by (1) application software that is part of the Core financial system, (2) generalized reporting/inquiry software that works with a variety of applica-tions, or (3) a combination of both.
FBMS Activity -- II.8 Financial System Reporting |
F |
5 |
Process |
F |
|
CORE FINANCIAL FUNCTION (FBMS) |
Accounting |
Financial Management |
| Fire Aircraft Operations |
|
F |
5 |
Process |
F |
|
Aviation Fleet Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Fire Management |
The general practice of program administration where budgeting, logistics occur. |
F |
4 |
Function |
T |
X2: Provide Technical Assistance to Inform Decisions on Fire-Adapted Ecosystems
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Fire Planning |
The pivotal planning cycle required to prepare for fire season and fire incidents. |
F |
4 |
Function |
T |
00: Plan/Evaluate Programs to Inform Decisions on Fire Adapted Ecosystems
8Q: Prepare for Wildland Fires
L0: Conduct Assessments to Inform Decisions on Fire-Adapted Ecosystems
L1: Conduct Research to Inform Decisions on Fire-Adapted Ecosystems
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Fire Preparedness |
Activities relating to preparation for wildland fires. |
F |
4 |
Function |
T |
Fire/Disaster Prediciton and Modeling
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Fire Program Management |
The general practice of program administration where budgeting, logistics occur.
Was Fire Management . New name validated at Fire EA validaiton meeting 3/29-4/1/2004 in Boise |
F |
4 |
Function |
T |
58: Manage Wildland Fire Management Program
6Y: Conduct Environmental Consultations - Wildland Fire
|
Disaster Preparedness and Planning |
Disaster Preparedness and Planning |
Disaster Management |
| Fire/Disaster Prediciton and Modeling |
|
F |
5 |
Process |
T |
|
Fire Preparedness |
Disaster Preparedness and Planning |
Disaster Management |
| Fleet Unique Tracking (FBMS) |
|
F |
5 |
Process |
F |
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Flight Planning |
|
F |
5 |
Process |
F |
|
Aviation Fleet Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| FLOW OF INFORMATION |
Any new information system should have the capability to allow for the paper less flow of informa-tion directly from the system to benefit providers (i.e., health care and insurance providers). FBMS Activity -- X.5.C FLOW OF INFORMATION |
F |
4 |
Function |
F |
|
Benefits Management |
Benefits Management |
Human Resource Management |
| Food and Nutrition Assistance |
Food and Nutrition Assistance – involves the development and management of programs that provide food and nutrition assistance to those members of the public who are unable to provide for these needs themselves. |
T |
3 |
Sub Function |
T |
|
|
Food and Nutrition Assistance |
Income Security |
| FORECASTING REQUIREMENTS PROCESS (FBMS) |
This process collects requirements data from managers on future acquisitions. The process advises managers on policies and long-range strategies for enhancing competition, minimiz-ing costs, reducing lead-times, etc. The process assists in planning and organizing to meet the anticipated, aggregated requirements of an organization/unit. FBMS Activity -- III.1.A FORECASTING REQUIREMENTS PROCESS |
F |
6 |
Activity |
F |
|
Acquisition Forecasting (FBMS) |
Goods Acquisition |
Supply Chain Management |
| FORECLOSE AND LIQUIDATE COLLATERAL (FBMS) |
Collateral activities, where applicable, are an integral part of the delinquent debt collection function. For collateralized loans, agencies should pursue foreclosure/liquidation of collateral after providing the debtor a reasonable time to cure the loan. The Foreclose and Liquidate Collateral process consists of the following major activities:
o Foreclose on Collateral, and
o Manage/Dispose of Collateral.
FBMS Activity -- XII.5.C FORECLOSE AND LIQUIDATE COLLATERAL |
F |
6 |
Activity |
F |
|
Delinquent Debt Collection (FBMS) |
Funds Control |
Financial Management |
| Foreign Affairs |
Foreign Affairs – refers to those activities associated with the implementation of foreign policy and diplomatic relations, including the operation of embassies, consulates, and other posts; ongoing membership in international organizations; the developme |
T |
3 |
Sub Function |
T |
|
|
Foreign Affairs |
International Affairs and Commerce |
| Formula Grants |
Formula Grants – involves the allocation of money to states or their subdivisions in accordance with distribution formulas prescribed by law or administrative regulation, for activities of a continuing nature. |
T |
3 |
Sub Function |
F |
|
|
Formula Grants |
Transfers to States and Local Governments |
| FORMULATE AND APPROVE FACILITIES' PROJECTS PROCESS (FBMS) |
This process determines availability of funding, allocates Funds, requests awards contracts. FBMS Activity -- VIII.2.F FORMULATE AND APPROVE FACILITIES' PROJECTS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Formulate Response to Customer |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Formulate Response to Customer Feedback |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Formulate Response to Information Request |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Fulfilled Requests |
MRM BRM |
F |
7 |
Task |
T |
C18: Process Allowance Approval
C19: Provide Valuation Guidance Federal
C22: Process Royalty Rate Reduction/Stripper
C25: Provide Valuation Guidance Indian
CE2: Process Coal Advance Royalty
CE3: Perform Lease Account Status - BLM/BIA
CH7: Develop/Maintain Regs and Guidance - non-RIK
|
Requests |
Energy Resource Management |
Energy |
| Function/Activity_1 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| FUNCTION-ACTIVITY_1 |
|
F |
8 |
Task |
F |
|
|
|
|
| FUNDING VERIFICATION PROCESS (FBMS) |
This process determines if sufficient, applicable funds have been committed prior to solicitation. FBMS Activity -- III.2.C FUNDING VERIFICATION PROCESS |
F |
6 |
Activity |
F |
|
Presolicitation (FBMS) |
Goods Acquisition |
Supply Chain Management |
| FUNDS ALLOCATION PROCESS (FBMS) |
This process records an agency's budgetary resources and supports the establishment of budgetary limitations at each of the levels required within the agency. The higher levels, such as appropriation, apportionment and allotment, have the weight of legal authority behind the limitations. Lower levels of control are generally used for internal management purposes. FBMS Activity -- II.1.A FUNDS ALLOCATION PROCESS |
F |
5 |
Process |
F |
|
Funds Management (FBMS) |
Funds Control |
Financial Management |
| Funds Control |
Funds Control includes the management of the federal budget process including the development of plans and programs, budgets, and performance outputs as well as financing federal programs and operations through appropriation and apportionment of direct and reimbursable spending authority, fund transfers, investments and other financing mechanisms. |
T |
3 |
Sub Function |
F |
General Budget and Finance Functions
BUDGET FORMULATION FUNCTION (FBMS)
DIRECT LOAN FUNCTION (FBMS)
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS)
Funds Management (FBMS)
|
|
Funds Control |
Financial Management |
| FUNDS CONTROL PROCESS (FBMS) |
The Funds Control Activity records transactions affecting the resource usage accounts in the budget-ary section of the SGL (e.g., commitments, undelivered orders, expenditures, reimbursements earned). It also provides appropriate warnings and controls to ensure that budgetary limitations are not exceeded. The Funds Control process consists of the following activities:
o Fund Control Options at fund and/or project levels
o Fund Activation and Deactivation (allowing or disallowing expenditures against expired or closed annual funds
o Funds Availability Editing
o Commitments
o Obligations
o Analysis.
FBMS Activity -- II.1.C FUNDS CONTROL PROCESS |
F |
5 |
Process |
F |
|
Funds Management (FBMS) |
Funds Control |
Financial Management |
| Funds Management (FBMS) |
Each agency of the Federal government is responsible for establishing a system for ensuring that it does not obligate or disburse funds in excess of those appropriated and/or authorized. The Funds Management subfunction of the Core financial function is an agency's primary tool for carrying out this responsibility.
OMB Circular A-34, Instructions on Budget Execution, and, to a lesser extent, OMB Circular A- 11, Preparation and Submission of Budget Estimates, set government-wide policy for funds management with which the Core financial system must conform. In addition to supporting the government-wide poli-cies, the Funds Management function must support agency policies on internal funds allocation methods and controls.
An agency may have many other systems in addition to the Core financial system that affects funds management. For example, procurement and travel systems prepare documents that commit and obligate funds. These and other systems that affect funds availability should access data and use processes of the Core financial system to verify that funds are available and to update balances. When possible and cost-effective, these systems should access the funds availability editing activity before allowing an obligation to be incurred, such as a contract being signed. In some cases, such as payroll, this may not be practical.
FBMS Activity -- II.1 Funds Management |
F |
4 |
Function |
F |
BUDGET EXECUTION PROCESS (FBMS)
FUNDS ALLOCATION PROCESS (FBMS)
FUNDS CONTROL PROCESS (FBMS)
|
Funds Control |
Funds Control |
Financial Management |
| G0: Monitor Grazing Allotments |
Grazing Allotments Monitored includes all costs associated with allotment monitoring, such as planning for monitoring, data gathering, field and office labor, GIS support, data management support, contracts/interagency agreements and equipment purchase/lease/rental.
Allotment monitoring relates specifically to data collection needed to analyze the effectiveness of management practices, restoration measures or project/treatments in achieving and/or measuring movement toward land use objectives and/or rangeland health standards. It includes any form of reoccurring data collection that will assist in characterizing the allotment, such as vegetation production, utilization, use pattern mapping and actual use.
This does not include the analysis, interpretation and evaluation of the data, or determination of whether rangeland health standards are achieved. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| G1: Manage Forest and Woodland Commercial Sales |
This activity includes acres of forest and woodland commercial timber sale treatment for the primary purpose of providing opportunities for environmentally responsible commercial activity and/or increasing wood fiber production. Includes all timber sale treatments which are not otherwise reported under DOI activity 8G (Treat Commercial Forests and Woodlands) .
Includes regeneration harvest and commercial thinning treatments within the Matrix under the Northwest Forest Plan or the Available Commercial Forest Land base (AVCFL) on Public Domain lands. These activities are designed primarily to increase fiber production and/or provide commercial opportunities. All timber sale projects funded by the Forest Ecosystem Health and Recovery Fund must be coded to DOI activity 1H (Administer Forest Resources).
Appropriate charges for commercial timber sale treatments include all costs associated with planning (including environmental clearances, NEPA, NHPA, Section 106, Section 7, VRM), preparing and implementing projects, including contract administration costs (but do not report any acres for contract administration under this or any other Workload Measure). Overhead and support costs may be coded to this program element. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| G2: Monitor Shrub/Grass/Pine Juniper (PJ) Forest Treatments |
Includes labor and other costs associated with collecting and evaluating data to determine the effects of the treatment, whether or not objectives were achieved, and cost effectiveness. Monitoring should be funded by the activities benefiting from the treatment. Establishing plots for monitoring fire behavior, fuel moisture, and direct effects of the fire treatment, and immediate post-treatment monitoring of these plots is costed to the following DOI activities:
7A (Reduce Hazardous Fuels – Prescribed Fire (non-WUI)),
7B (Reduce Hazardous Fuels – Mechanical (non-WUI)),
7C (Reduce Hazardous Fuels – Other Methods (non-WUI))
8R (Reduce Hazardous Fuels – Prescribed Fire (WUI))
8S (Reduce Hazardous Fuels – Mechanical (WUI)), or
8U (Reduce Hazardous Fuels – Other Methods (WUI))
and is part of the hazardous fuels reduction project cost
Do not code monitoring fire rehabilitation treatments, evaluating weed treatments, or monitoring fuel management treatments to this activity |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| G4: Regulate Forest Product Resource Use |
Work activities include the following:
1) inspecting to ensure compliance with terms and conditions of a forest or woodland use permit or sale and to detect unauthorized use;
2) working with an alleged unauthorized user to resolve unauthorized use of forest and woodland products, including collection of penalties and reimbursement for damages and costs incurred;
3) conducting forest and woodland assessments/investigations that evaluate the status, condition, or other relevant aspects of resources and impact of resource use.
4) data collection, management, distribution and analysis required to regulate the safe, efficient extraction of forest and woodland products and track status and utilization.
5) monitoring forests and woodlands to analyze the effectiveness of management practices, restoration measures or project/treatments in achieving and/or measuring accomplishment of land use objectives and/or forest and woodland health standards.
Includes all labor and operating costs associated with the reportable unit such as: Planning for the compliance inspections; GIS support, data management support; reporting compliance findings and follow-up recommendations; compliance activities involving unauthorized grazing use resolution and settlement (trespass); contracts/Interagency agreements; equipment purchase/lease/rental |
F |
5 |
Process |
T |
|
Resource Compliance / Regulation |
Conservation, Marine and Land Management |
Natural Resources |
| G6: Evaluate Forest Resources |
This work activity includes all costs associated with data collection, management, distribution and analysis required for implementation monitoring (determining if forest management treatments were carried out as designed), effectiveness monitoring (determining if prescribed treatments achieve desired objectives), validation monitoring (determining if data, requirements, and assumptions are correct or if better ways are needed to meet objectives), monitoring the safe, efficient extraction of resources, and tracking status and utilization. Evaluation in this work activity includes Plus tree site and forest regeneration/reforestation stocking surveys.
Appropriate charges include actual monitoring and evaluation, and all costs associated with evaluation, analysis and reporting of the results of Forest/Woodland treatments. Do not include timber sale administration costs. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| G7: Assess Resource Use Impacts |
Work under this activity includes development of various environmental documents including EIS, EAs, and BAs, and Section 7 consultations that pertain to ongoing operations and/or new species listings and not new development. Generally this activity captures work triggered by other laws, regulations or standards. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| Gas Processing Plant Audits |
MRM BRM |
F |
7 |
Task |
T |
C49: Audit Gas Processing or Plants
CRG: Audit RIK Gas Processing Allowances
|
Audits |
Energy Resource Management |
Energy |
| Gather Data to Fulfill Information Request |
|
F |
7 |
Task |
T |
|
Gather Recreation Information |
Recreational Resource Management and Tourism |
Natural Resources |
| Gather Information |
|
F |
7 |
Task |
T |
|
Gather Recreation Information |
Recreational Resource Management and Tourism |
Natural Resources |
| Gather Information for Report Request |
|
F |
8 |
Task |
F |
|
Gather Recreation Information |
Recreational Resource Management and Tourism |
Natural Resources |
| Gather Recreation Information |
The process of collecting from the customer and marketplace the information around improving or |
F |
6 |
Activity |
T |
Gather Data to Fulfill Information Request
Gather Information
Gather Information for Report Request
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Gather Trip Options |
|
F |
7 |
Task |
T |
|
Trip Planning Management |
Recreational Resource Management and Tourism |
Natural Resources |
| General Budget and Finance Functions |
The general category for budget and finance activities |
F |
4 |
Function |
F |
60: Perform Budget Duties
62: Perform Financial Management Operations
|
Funds Control |
Funds Control |
Financial Management |
| General Economic Development |
The activity supplying economic planning and guidance to create increased econmomic activity. |
F |
4 |
Function |
T |
56: Manage Programs to Increase Economic Self-Sufficiency for Insular Areas
N6: Assess and Evaluate Policies and Programs (Insular Areas)
Z7: Provide Financial Assistance
|
Community and Regional Development |
Community and Regional Development |
Community and Social Services |
| General Financial Management Functions |
This activity provides an umbrella category for all the supporting financial management work finance activities |
F |
4 |
Function |
F |
|
Accounting |
Recreational Resource Management and Tourism |
Natural Resources |
| General Insurance |
General Insurance – involves providing protection to individuals or entities against specified risks. The specified protection generally involves risks that private sector entities are unable or unwilling to assume or subsidize and where the provision of |
T |
3 |
Sub Function |
F |
|
|
General Insurance |
Credit and Insurance |
| GENERAL LEDGER ACCOUNT DEFINITION PROCESS (FBMS) |
OMB Circular A-127, Financial Management Systems, requires implementation of the SGL at the transaction level. The SGL is described in a supplement to the Treasury Financial Manual (TFM) which includes the chart of accounts, account descriptions and postings, accounting transactions, sug-gested data elements/sub-accounts, and crosswalks to standard external reports. Each bureau must implement a standardized chart of accounts and accounting posting models that are consistent with the SGL established for the Department of the Interior which is structured to comply with TFM and meets the needs of Interior. FBMS Activity -- II.3.A GENERAL LEDGER ACCOUNT DEFINITION PROCESS |
F |
6 |
Activity |
F |
|
General Ledger Management (FBMS) |
Accounting |
Financial Management |
| GENERAL LEDGER ANALYSIS AND RECONCILIATION PROCESS (FBMS) |
The General Ledger Analysis and Reconciliation Process supports the control functions of the General Ledger. The core financial system provides information for accountants to use in determining that amounts posted to general ledger control accounts agree with more detailed subsidiary accounts and in reconciling system balances with financial information contained in reports from Treasury and other agencies. To ensure the integrity of financial management information, the core financial sys-tem performs system assurances including control checks, balances, exceptions (out-of-balance con-ditions), which provide the capability to reconcile Standard General Ledger Accounts updated by transactions (individually or in summary, direct update or interfaced) with subsidiary systems. Sub-sidiary systems include financial information from both internal and external sources. The core fi-nancial system must provide system assurances and reconciliation capabilities between the official accounting records. i.e., the bureaus general ledger and each of the bureau major processes. FBMS Activity -- II.3.C GENERAL LEDGER ANALYSIS AND RECONCILIATION PROCESS |
F |
6 |
Activity |
F |
|
General Ledger Management (FBMS) |
Accounting |
Financial Management |
| General Ledger Management (FBMS) |
General Ledger Management is the central process of the Core financial function. The general ledger is the highest level of summarization and must maintain account balances by the fund structure and individual general ledger accounts established in the Core Financial System Man-agement activity. Depending on the agency's reporting requirements, some or all general ledger accounts may have balances broken out by additional elements of the accounting classification structure. All transactions to record financial events must post, individually in detail and adjust summary records in the general ledger, regardless of the origin of the transaction.
Subsidiary ledgers at various levels of detail support the general ledger. These subsidiary ledg-ers may be maintained within the core financial system or in other systems. For example, de-tailed property records supporting the equipment account in the general ledger will be maintained in the property system devoted to controlling and maintaining equipment. The pay-roll system will contain detailed employee pay records that support records of expenditure fund, program, project code, object class and organization in the core financial system, which in turn provide partial support for expenditure and expense accounts in the general ledger.
FBMS Activity -- II.3 General Ledger Management |
F |
5 |
Process |
F |
ACCRUALS, CLOSING, AND CONSOLIDATION PROCESS (FBMS)
GENERAL LEDGER ACCOUNT DEFINITION PROCESS (FBMS)
GENERAL LEDGER ANALYSIS AND RECONCILIATION PROCESS (FBMS)
|
CORE FINANCIAL FUNCTION (FBMS) |
Accounting |
Financial Management |
| General Management |
MRM BRM |
F |
6 |
Activity |
T |
General Management Support
|
43: Manage Public Resources: Energy |
Energy Resource Management |
Energy |
| General Management Support |
MRM BRM |
F |
7 |
Task |
T |
ECM: Perform MRM Congressional Liaison and Legislative Duties
PAG: Implement A-76/Competitive Sourcing
PMA: Perform Budgeting Duties
PMB: Provide General Management
PMC: Provide General Administrative Support
PMD: Deliver Official Public Information
PMF: Implement FBMS
PMG: Implement A-76/Competitive Sourcing (MRM Funded)
PMK: Katrina Recovery Non-mission Labor
PML: 2005 Energy Act Implementation- General Mgmt
PMR: Statistical Reporting–Development Project?
YMB: Provide General Management (Carryover)
YMX: Hurricane Recovery, Non-Mission, Non-Labor
|
General Management |
Energy Resource Management |
Energy |
| General Misc Management Support Functions |
General category for management support. |
F |
4 |
Function |
F |
66: Provide Other Management Support Services
|
Help Desk Services |
Help Desk Services |
Administrative Management |
| General Procurement Functions |
The support functions for the procurement process. |
F |
4 |
Function |
F |
63: Provide Procurement Services
81: Acquire IT Investments
|
Goods Acquisition |
Goods Acquisition |
Supply Chain Management |
| General Purpose Data and Statistics |
General Purpose Data and Statistics – includes activities performed in providing empirical, numerical, and related data and information pertaining to the current state of the nation in areas such as the economy, labor, weather, international trade, etc. |
T |
3 |
Sub Function |
F |
|
|
General Purpose Data and Statistics |
Knowledge Creation and Management |
| General Records Management functions |
The administrative function that supports the records management discipline. |
F |
4 |
Function |
F |
|
Record Retention |
Record Retention |
Information and Technology Management |
| General Reporting Capabilities (FBMS) |
The general reporting capabilities provide the necessary access and presentation capabilities to support reporting to internal and external parties and providing tools for analysts to support decision making. FBMS Activity -- XI.8 General Reporting Capabilities |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| General Retirement and Disability |
General Retirement and Disability – involves the development and management of retirement benefits, pensions, and income security for those who are retired or disabled. |
T |
3 |
Sub Function |
T |
|
|
General Retirement and Disability |
Income Security |
| General Security Management Functions |
The general administrative practice overseeing the security functions for an organization. |
F |
4 |
Function |
F |
T4: Conduct Security Activities
|
Security Management |
Security Management |
Administrative Management |
| GENERATE PAYMENTS |
Make appropriate payments and meet compliance reporting to include:
o Support unemployment compensation for Federal employees processing and responding to ES 931 Request for Wage and Separation Information - UCFE requests,
o Generate payments for severance pay
o Make electronic funds transfer payments as well as other methods of payments, including off-cycle and third party payments.
o Generate payment of unpaid compensation to beneficiaries.
o Accommodate information requirements for accounting transactions for accruals of pay and benefits during the year including accruing and reversing accounting information relative to pay and benefits on other than a monthly basis.
o Provide a means for correcting accounting transactions for an employee for one or more past pay periods, and for generating adjusting accounting transactions to reverse the improper charges and record the correct ones.
o Make information available to other functions to generate internal and external payroll reports not created directly in the Pay Processing function.
o Use posted time, scheduled tours, and partial pay period computations for accrual processing.
o Provide the capability to track and report pay associated with job-related injury time (continuation of pay (COP)).
o Provide data to establish receivables or follow up on types of leave that may result in an employee indebt-edness, including health and life insurance premiums for employees on approved leave without pay and certain jury duty fees while on court leave.
o Provide information to analyze detailed pay transactions and establish each as either a disbursement or as a debt due the government.
FBMS Activity -- X.10.E GENERATE PAYMENTS |
F |
5 |
Process |
F |
|
Pay Processing |
Compensation Management |
Human Resource Management |
| Global Trade |
Global Trade – refers to those activities the federal government undertakes to advance worldwide economic prosperity by increasing trade through the opening of overseas markets and freeing the flow of goods, services, and capital. |
T |
3 |
Sub Function |
T |
|
|
Global Trade |
International Affairs and Commerce |
| Goods Acquisition |
Goods Acquisition – involves the procurement of physical goods, products, and capital assets to be used by the federal government. |
T |
3 |
Sub Function |
F |
General Procurement Functions
ACQUISITION FUNCTION (FBMS)
|
|
Goods Acquisition |
Supply Chain Management |
| GOVERNMENT CARD SERVICES UNIT (FBMS) |
This process reflects the BOA organization that processes card applications and provides customer service support to cardholders and card program managers. FBMS Activity -- IV.1.C GOVERNMENT CARD SERVICES UNIT |
F |
6 |
Activity |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| Government Quarters Rental, Operation, and Management (FBMS) |
|
F |
5 |
Process |
F |
PAYROLL DEDUCTION PROCESS (FBMS)
QUARTERS MANAGED UNDER STATUTE 5611 (FBMS)
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| GRANT FINANCIAL PERFORMANCE MANAGEMENT PROCESS (FBMS) |
This process is the monitoring of the financial performance of the grant after it has been awarded. FBMS Activity -- VII.2.C GRANT FINANCIAL PERFORMANCE MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| GRANT MODIFICATION PROCESS (FBMS) |
This is the process of modifying a grant award for changes to the scope, deliverables, finan-cial arrangements. This process includes an decommitment of funds previously recorded in the financial system. FBMS Activity -- VII.2.A GRANT MODIFICATION PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| GRANT PROGRAM PERFORMANCE MANAGEMENT PROCESS (FBMS) |
This process is the monitoring of the performance of the grant after it has been awarded. The grants program performance management process must maintain the appropriate financial records related to the grant award. FBMS Activity -- VII.2.B GRANT PROGRAM PERFORMANCE MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| Grants Management Data Exchange (FBMS) |
Grants Management Data Exchange electronically connects the grants management function with the Core Financial Function for financial transactions, the personal property function for contractor held property and the PMS or ASAP Payment Systems for payments. FBMS Activity -- VII.3 Grants Management Data Exchange |
F |
5 |
Process |
F |
|
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Funds Control |
Financial Management |
| Grants Management Reports (FBMS) |
Grantees are required to periodically report the financial results of their grant-supported activities. A grantee may use one or more of the following for this purpose: the Standard Form (SF) 269, Financial Status Report; the SF-272, Federal Cash Transactions Report; or program-specific reports approved by OMB under the Paperwork Reduction Act (PRA). The SF-269 is a budgetary document; it informs the Federal awarding agency ho w much of the grant award the grantee has expended, obligated but not yet expended, and not yet obligated as of the report date. The SF-272 captures the amount of Federal funds awarded under the grant that the grantee has disbursed as of the report date, both for the report period and cumulatively. Program-specific reports capture comparable information. The Federal awarding agency may also collect this information electronically.
Federal awarding agencies use the data: (1) regulate the flow of Federal funds to grantees; (2) mo nitor grantees' use of the funds; (3) account for the appropriations supporting their grant awards; and (4) fore-cast grantees' funding and cash needs. For example, an agency that requires the submission of quarterly SF-269 reports can compare the cumulative outlays reported by grantees to the grantees' cumulative cash draws in order to gauge the propriety of the latter.
FBMS Activity -- VII.4 Grants Management Reports |
F |
5 |
Process |
F |
|
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Funds Control |
Financial Management |
| Ground Transporation Functions |
The specific functions in support of Ground Transportation such driving, routing, scheduling. |
F |
4 |
Function |
T |
T8: Provide Transportation Services
V3: Manage Tribal Roads
|
Ground Transportation |
Ground Transportation |
Transportation |
| Ground Transportation |
Ground Transportation – involves the activities related to ensuring the availability of transit and the safe passage of passengers and goods over land. Note: The protection of ground transportation from deliberate attack is included in the Transportation |
T |
3 |
Sub Function |
T |
Ground Transporation Functions
|
|
Ground Transportation |
Transportation |
| H4: Evaluate Linear Recreation Management Objectives |
Rivers (eligible and suitable prior to designation), trails, and/or byways management objectives that are evaluated in a given year. Costs can include monitoring data collection, data evaluation, permanent documentation, and reporting. Work can be reported in absence of a management plan, if the evaluation is done pursuant to a decision
This work does not include base line data collection and assessments for congressionally designated Wild And Scenic Rivers and National Scenic And Historic Trail Or Recreation Areas. |
F |
5 |
Process |
T |
|
Recreation Resource Planning |
Recreational Resource Management and Tourism |
Natural Resources |
| H7: Evaluate Recreation Areas |
Recreation site/area objectives evaluated for Special and Extensive Recreation Management Areas, Recreation sites including fee sites, Areas of Critical Environmental Concern (ACECs) (including Natural Areas), caves, Natural and National Historic Landmarks, National Recreation Areas, and Watchable Wildlife Areas or Off Highway Vehicle use. Work and costs includes monitoring of on-the-ground actions, evaluation as to whether the management actions taken are meeting the planning objectives, and permanent documentation of findings.
This work activity does not include the evaluation of whether the recreation program is meeting the intent of the authorizing language of a National Conservation Area or a National Monument. This work activity also does not include Wilderness evaluations or linear recreation units |
F |
5 |
Process |
T |
|
Recreation Resource Planning |
Recreational Resource Management and Tourism |
Natural Resources |
| H8: Collect Data for Recreation Resources |
Report all procurement and labor costs related to recreation inventories and assessments of recreation resources.
Includes all costs associated with recreation related surveys including, but not limited to, visitor surveys, concessionaire surveys, partnership surveys, and community surveys.
Includes acres covered under special studies/assessments perform to establish baseline data concerning the character, condition, and nature of recreation resources, including both developed and undeveloped. This also includes economic and social baseline collection or studies, visitor/resident customer assessments or studies as they relate to above recreational resources, and planning related inventories, such as for OHV designations and visual resource management classifications. |
F |
5 |
Process |
T |
Consolidate Recreation Information
Gather Recreation Information
|
Recreation Resource Management |
Recreational Resource Management and Tourism |
Natural Resources |
| Health Care Administration |
Health Care Administration – assures that federal health care resources are expended effectively to ensure quality, safety, and efficiency. This includes managing health care quality, cost, workload, utilization, and fraud/abuse efforts. |
T |
3 |
Sub Function |
T |
|
|
Health Care Administration |
Health |
| Health Care Delivery Service Functions |
Involves functions supporting programs and activities that provide the direct delivery of health and medical care (inpatient and outpatient) to the American public, including health care benefit programs.
|
F |
4 |
Function |
T |
T9: Provide Emergency Response and Health Services
|
Health Care Delivery Services |
Health Care Delivery Services |
Health |
| Health Care Delivery Services |
Health Care Delivery Services – provides and supports the delivery of health care to its beneficiaries. This includes assessing health status; planning health services; ensuring quality of services and continuity of care; and managing clinical information |
T |
3 |
Sub Function |
T |
Health Care Delivery Service Functions
|
|
Health Care Delivery Services |
Health |
| Health Care Research and Practitioner Education |
Health Care Research and Practitioner Education – fosters advancement in health discovery and knowledge. This includes developing new strategies to handle diseases; promoting health knowledge advancement; identifying new means for delivery of services, me |
T |
3 |
Sub Function |
T |
|
|
Health Care Research and Practitioner Education |
Health |
| Help Desk Services |
Help Desk Services – involves the management of a service center to respond to government and contract employees' technical and administrative questions. |
T |
3 |
Sub Function |
F |
General Misc Management Support Functions
|
|
Help Desk Services |
Administrative Management |
| Higher Education |
Higher Education – refers to education beyond the secondary level; specifically, education provided by a college or university. |
T |
3 |
Sub Function |
T |
|
|
Higher Education |
Education |
| Home Ownership Promotion |
Home Ownership Promotion – includes activities devoted to assisting citizens interested in buying homes and educating the public as to the benefits of homeownership. Note: Activities devoted to the provision of housing to low-income members of the public a |
T |
3 |
Sub Function |
T |
|
|
Home Ownership Promotion |
Community and Social Services |
| Housing Assistance |
Housing Assistance – involves the development and management programs that provide housing to those who are unable to provide housing for themselves including the rental of single-family or multifamily properties, and the management and operation of feder |
T |
3 |
Sub Function |
T |
|
|
Housing Assistance |
Income Security |
| HR Strategy |
HR Strategy – develops effective human capital management strategies to ensure federal organizations are able to recruit, select, develop, train, and manage a high-quality, productive workforce in accordance with merit system principles. This sub-function |
T |
3 |
Sub Function |
F |
|
|
HR Strategy |
Human Resource Management |
| Human Resource Accountability Management (FBMS) |
The Human Resources Accountability Management measures how effectively, efficiently, and according to requirements, human resources are managed. The sub-dunction is developed around the strategic actions contained in the Department's Human Resources Management strategic plan. Data is collected from a variety of sources (primarily HR systems) and combined to produce performance trends. FBMS Activity -- XI.5 Human Resource Accountability Management |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| Human Resource Data Exchange |
The human resources-payroll system, at the standard and/or agency-level, must be able to accept, process, and report on transactions with other internal and external systems. The system must record and track such transactions and related information in order to provide the basis for central control.
This may require a custom interface to properly identify and format the transactions. The system must provide system flexibility in accepting data input from multiple media that recognizes the unique data input requirements of interface systems. The process must subject all transactions from interfacing systems to the standard human resources-payroll system edits, validations, and error-correction procedures; provide system capability to customize data input, processing rules, and edit criteria, provide flexibility in defining internal operational procedures and in supporting agency requirements; provide the capability to identify and process transactions from other systems that enter and update the standard human resources-payroll system; provide system capability to allow users to customize output for reporting and providing interfaces to other systems necessary to meet agency requirements for external processing (e.g., retirement processing, general ledger posting, budget formulation, budget reconciliation, and budget execution).
FBMS Activity -- X.13 Human Resource Data Exchange |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| Human Resources Development |
Human Resources Development designs, develops, and implements a comprehensive employee development approach to ensure that agency employees have the right competencies and skills for current and future work assignments. This sub-function includes conducting employee development needs assessments; designing employee development programs; administering and delivering employee development programs; and evaluating the overall effectiveness of the agency’s employee development approach. |
T |
3 |
Sub Function |
F |
|
|
|
Human Resource Management |
| Human Resources Planning (FBMS) |
Human resources data and information are used in numerous planning processes. These planning processes help Human Resources Professionals, managers, and other key staff development programs and strategically manage their human capital. FBMS Activity -- X.1 Human Resources Planning |
F |
4 |
Function |
F |
CAREER PLANNING PROCESS (FBMS)
SUCCESSION PLANNING PROCESS (FBMS)
TRAINING PLANNING PROCESS (FBMS)
WORKFORCE PLANNING PROCESS (FBMS)
|
Workplace Policy Development and Management |
Workplace Policy Development and Management |
Administrative Management |
| IDENTIFY ACCOUNTS SELECTED PROCESS (FBMS) |
This process identifies and refers accounts for cross-servicing based on past collection history and agency servicing requirements. An automated system should:
o compare delinquent loan account information to statutory criteria to select delinquent loan ac-counts for possible referral.
o generate notification to the debtor of the agency's intent to refer the debt to a debt collection cen-ter.
o update the loan information store.
o identify accounts that can no longer be serviced by agency personnel.
FBMS Activity -- XII.3.A IDENTIFY ACCOUNTS SELECTED PROCESS |
F |
6 |
Activity |
F |
|
Treasury Cross-Servicing (FBMS) |
Funds Control |
Financial Management |
| Identify and Authenticate User |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Illness Prevention |
Illness Prevention supports activities associated with the prevention and mitigation of illness and diseases |
F |
4 |
Function |
T |
|
Population Health Management and Consumer Safety |
Population Health Management and Consumer Safety |
Health |
| IMA: Provide IT Customer Support |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMB: Provide IT Telecommunications |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMC: Perform Application Development |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMD: Perform Application Maintenance |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IME: Provide IT Infrastructure Support |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMF: Provide Data Resource Management |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMG: Provide Web Administration |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMH: Conduct IT Policy and Planning Development |
MRM BRM |
F |
8 |
Task |
F |
|
Plan IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMI: Manage IT Security |
MRM BRM |
F |
8 |
Task |
F |
|
Secure IT Assets |
Information Security |
Information and Technology Management |
| IMJ: Manage Enterprise Licensing |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| IMK: Conduct IT Project Management |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| Immunization Management |
Immunization Management includes all activities associated with the preparation, storage, and use of inoculations and vaccinations |
F |
4 |
Function |
T |
|
Population Health Management and Consumer Safety |
Population Health Management and Consumer Safety |
Health |
| IMN: IT Shared Services - MRM |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| Implement Response |
With the plan as the basis, resources are identified and assigned to the plan. The plan is executed to address the requirements and objectives of the plan. Constant communication updates for the fire activity and resource availability are conducted. |
F |
6 |
Activity |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| IMS: IT Active Directory - MRM |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| Incident Data Capture |
This activity describes capturing all the initial information required to document an identified incident. - Derived from IMARS Needs Assessment Incident Data Capture |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Investigation |
Incident investigation is the activity where the requisite skills are assigned to conduct a complete investigation. The investigation provides additional information to support the lifecycle of the incident. The incident status is generated from the ongoing investigative work. - Derived from IMARS Needs Assessment Incident Investigation |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Management |
Incident Management is the the activity whereby the Law enforcment community identifies the need to respond to an event in the field. |
F |
4 |
Function |
T |
Incident Data Capture
Incident Investigation
Incident Management Analysis
Incident Reporting
Incident Response
Incident Tracking
|
Criminal Investigation and Surveillance |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Management Analysis |
This activity provides support for the analytical techniques and approaches to mining the incident reporting and other law enforcement databases for historical trends and patterns. This information can be used for assessing the level and type of resource use, vulnerabilities trends and patterns as well as any other aspect of the incident process. - Derived from IMARS Needs Assessment Incident Management Analysis |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Reporting |
This is the general practice to report on the information captured during the initial incident data capture and ongoing investigation to provide summary and detailed reports. Examples of these reports could range from status of investigations or current allocation of resources.This type of reporting is operational in nature. - Derived from IMARS Needs Assessment Incident Reporting |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Response |
Incident response is the action of applying investigative resources and responding to the identified incident. - Derived from IMARS Needs Assessment Incident Repsonse |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incident Tracking |
Incident Tracking establishes the information required to manage the lifecycle of the incident. This information provides the ability for law enforcement management to - Derived from IMARS Needs Assessment Incident Tracking |
F |
5 |
Process |
T |
|
Incident Management |
Criminal Investigation and Surveillance |
Law Enforcement |
| Incorporate Information Into the Discovery Pool |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Incorporate Response Into Knowledge Base |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Indian Inquiries |
MRM BRM |
F |
7 |
Task |
T |
CD1: Respond to Indian Inquiries
|
Inquiries |
Energy Resource Management |
Energy |
| Indian Major Portion/Index Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
C08: Analyze Major Portion/Index
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Indian MRM Audits |
MRM BRM |
F |
7 |
Task |
T |
C40: Audit Indian Mineral Revenues (Non-Solids (O&G) Portion)
CAY: Carryover Audit Work - Indian Oil & Gas
CB7: Audit - Jicarilla - Contemporaneous Revenues
CE1: Audit Jicarilla - Legacy Revenues
|
Audits |
Energy Resource Management |
Energy |
| Indian Outreach |
MRM BRM |
F |
7 |
Task |
T |
TS2: Provide Indian Outreach
|
Inquiries |
Energy Resource Management |
Energy |
| Indian Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
CB5: Ensure Compliance - Jicarilla - Contemporaneous
CB6: Ensure Compliance - Jicarilla - Legacy
CF8: RIV Compliance Review - Indian Oil & Gas
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Indian Reviews - Limited-scope |
MRM BRM |
F |
7 |
Task |
T |
CLE: Limited Scope Compliance Review - Indian Oil & Gas
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Indian STRAC Audits |
MRM BRM |
F |
7 |
Task |
T |
C34: Finalize 202 Audit Orders
C42: Support Indian Audit Agreements
CB4: Review Cooperative Agreements (Indian Portion)
CC1: Support STRAC (Indian Portion)
TS1: Support Intergovernmental Personnel Agreements - Indian
|
Audits |
Energy Resource Management |
Energy |
| Indian Trust Fullfilllment |
The general obligation activity of the Department of the Interior to the Native American population. |
F |
4 |
Function |
T |
1F: Process Indian Pre-Lease Actions - Coal
1G: Process Indian Pre-Lease Actions - Non-Energy Minerals
1X: Provide Stewardship and Management of Trust Land and Natural Resources
54: Manage the Fulfillment of Indian Trust Responsibilities
59: Provide Oversight on Indian Trust
70: Process Litigation for Indian Trust
9T: Manage Indian Land Consolidation
E0: Consult with Tribes on Cultural Heritage Resources
M6: Perform Historical Trust Accounting
P1: Manage and Preserve Trust Records
T7: Provide Beneficiary Trust Representation Services
U0: Provide Trust Financial Management Services
U1: Complete Tribal Water Settlements
U2: Determine Indian Trust Ownership
U3: Contract Concession Operations
U4: Administer Probate on Indian Trust Estate
U5: Provide Indian and Alaskan Native Housing Assistance
|
Community and Regional Development |
Community and Regional Development |
Community and Social Services |
| Industry Sector Income Stabilization |
Industry Sector Income Stabilization – involves all programs and activities devoted to assisting adversely impacted industrial sectors (farming, commercial transportation, etc.) to ensure the continued availability of their services for the American publi |
T |
3 |
Sub Function |
T |
|
|
Industry Sector Income Stabilization |
Economic Development |
| Information in Action |
|
F |
8 |
Task |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Information Infrastructure Management |
Information Infrastructure Management – involves the management and stewardship of a type of information by the federal government and/or the creation of physical communication infrastructures on behalf of the public in order to facilitate communication. |
T |
3 |
Sub Function |
F |
|
|
Information Infrastructure Management |
Public Goods Creation and Management |
| Information Management |
Information Management – involves the coordination of information collection, storage, and dissemination, and destruction as well as managing the policies, guidelines, and standards regarding information management. |
T |
3 |
Sub Function |
F |
IT Data Administration
|
|
Information Management |
Information and Technology Management |
| Information Security |
Information Systems Security involves all functions pertaining to the securing of federal data and systems through the creation and definition of security policies, procedures and controls covering such services as identification, authentication, and non-repudiation. |
T |
3 |
Sub Function |
F |
IT Security Functions
|
|
Information Security |
Information and Technology Management |
| Information Sharing |
Information Sharing relates to any method or function, for a given business area, facilitating: data being received in a usable medium by one or more departments or
agencies as provided by a separate document or agency or other entity; and data being provided, disseminated or otherwise made available or accessible by one department or
agency for use by one or more separate departments or agencies, or other entities, as appropriate. |
T |
3 |
Sub Function |
F |
|
|
Information Sharing |
Information and Technology Management |
| INITIAL ASSET ACQUISITION PROCESS (FBMS) |
This process provides all the necessary physical, financial and accountability information about the bureau's personal property which is owned, leased or in contractor/grantee custody. It interfaces with and depends heavily on other administrative functions involving requisition/requirements preparation; and material receiving, inspection, and acceptance. It also interfaces significantly with administrative functions responsible for general ledger/funds control, small purchases, contracts and accounts payable.
This process includes:
o Acquisition Review
o Material/Property Identification
o Accountability Identification
FBMS Activity -- V.1.A INITIAL ASSET ACQUISITION PROCESS |
F |
6 |
Activity |
F |
|
Acquiring/Receiving of Personal Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Inquiries |
MRM BRM |
F |
6 |
Activity |
T |
Indian Inquiries
Indian Outreach
|
2H: Ensure Compliance and Manage Assets - Mineral Revenues |
Energy Resource Management |
Energy |
| Inspections & Auditing |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Inspections and Auditing |
Inspections & Auditing – involves the methodical examination and review of regulated activities to ensure compliance with standards for regulated activity. |
T |
3 |
Sub Function |
F |
|
|
Inspections and Auditing |
Regulatory Compliance and Enforcement |
| INTEGRATED CARD ISSUANCE PROCESS (FBMS) |
This process establishes individual integrated card accounts, issues cards, establishes initial authorizations for use for travel, purchasing, fleet and/or convenience checks transactions. FBMS Activity -- IV.2.A INTEGRATED CARD ISSUANCE PROCESS |
F |
6 |
Activity |
F |
|
Integrated Card Setup (FBMS) |
Payments |
Financial Management |
| INTEGRATED CARD MAINTENANCE PROCESS (FBMS) |
This process supports card holders in modifying card authorizations, address and other account in-formation. FBMS Activity -- IV.2.B INTEGRATED CARD MAINTENANCE PROCESS |
F |
6 |
Activity |
F |
|
Integrated Card Setup (FBMS) |
Payments |
Financial Management |
| Integrated Card Setup (FBMS) |
This is the set of processes to manage the use of the SmartPay Program (through the Department Contractor - Bank of America) for purchase transactions. FBMS Activity -- IV.2 Integrated Card Setup |
F |
5 |
Process |
F |
CARDHOLDER USAGE PROCESS (FBMS)
INTEGRATED CARD ISSUANCE PROCESS (FBMS)
INTEGRATED CARD MAINTENANCE PROCESS (FBMS)
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| Intellectual Property Protection |
Intellectual Property Protection – involves all activities to protect and promote the ownership of ideas and control over the tangible or virtual representation of those ideas, including inventions and discoveries; literary and artistic works; and symbols |
T |
3 |
Sub Function |
T |
|
|
Intellectual Property Protection |
Economic Development |
| Intelligence Analysis and Production |
Intelligence Analysis and Production consists of integrating, evaluating, and/or interpreting information from single or multiple sources into intelligence satisfying consumer needs and preparing intelligence products in support of known or anticipated consumers. |
T |
3 |
Sub Function |
T |
|
|
Intelligence Analysis and Production |
Intelligence Operations |
| Intelligence Collection |
Intelligence Collection involves acquiring raw data and provisioning the data to processing elements. |
T |
3 |
Sub Function |
T |
|
|
Intelligence Collection |
Intelligence Operations |
| Intelligence Dissemination |
Intelligence Dissemination consists of delivering intelligence products to consumers. |
T |
3 |
Sub Function |
T |
|
|
Dissemination |
Intelligence Operations |
| Intelligence Planning |
Intelligence Planning – involves developing strategies focused on intelligence requirements, prioritizing these requirements, and managing these requirements (adding, deleting and modifying). |
T |
3 |
Sub Function |
T |
|
|
Intelligence Planning and Direction/Needs |
Intelligence Operations |
| Intelligence Planning and Direction/Needs |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Intelligence Processing |
Intelligence Processing involves converting collected raw data into forms suitable for analysis. |
T |
3 |
Sub Function |
T |
|
|
Intelligence Planning and Direction/Needs |
Intelligence Operations |
| International Development and Humanitarian Aid |
International Development and Humanitarian Aid – refers to those activities related to the implementation of development and humanitarian assistance programs to developing and transitioning countries throughout the world. Development and aid may include t |
T |
3 |
Sub Function |
T |
|
|
International Development and Humanitarian Aid |
International Affairs and Commerce |
| Inventory Control |
Inventory Control – refers to the tracking of information related to procured assets and resources with regard to quantity, quality, and location. |
T |
3 |
Sub Function |
F |
MATERIALS INVENTORY FUNCTION (FBMS)
|
|
Inventory Control |
Supply Chain Management |
| Inventory Disposition (FBMS) |
According to the definition of inventory in SFFAS Number 3, the point of having inventory is to sell it or use it in the provision of goods or services for a fee. Upon sale (when the title passes or the goods are de-livered) or upon use in the provision of a service, the related expense shall be recognized and the cost of those goods shall be removed from inventory. Revenue is based on the selling price for the inventory. The cost of goods sold is based on the valuation of the inventory. The difference between the revenue and cost of goods sold is the gain or loss. FBMS Activity -- XIII.4 Inventory Disposition |
F |
5 |
Process |
F |
DISPOSAL PROCESS (FBMS)
ISSUING PROCESS (FBMS)
LOANING PROCESS (FBMS)
|
MATERIALS INVENTORY FUNCTION (FBMS) |
Inventory Control |
Supply Chain Management |
| Inventory in Storage Management (FBMS) |
Inventory is tangible personal property that is (1) held for sale, (2) in the process of production for sale, or (3) to be consumed in the production of goods for sale or in the provision of services for a fee. This means that for some period of time, the agency will be holding inventory items until those items or the finished goods they are turned into can be sold or otherwise disposed of. The Inventory in Storage process encom-passes those activities that occur during that period of time when the agency is holding the inventory in storage. Items received into inventory may be purchased, donated, or bartered for.
They may be either stocked items to be sold in their original form or raw materials to be used in the production of goods for sale or provisions of services for a fee. Inventory is recognized as an asset when title passes to the entity obtaining the inventory or when goods are delivered.
Procurement of inventory items is handled by the agency's acquisition system, which supports the activi-ties of processing orders, awarding contracts, recording commitments and obligations, making adjustments, and providing information to the core financial system for budget execution and payment purposes. The inventory system must be integrated, at a minimum, with the acquisition and core financial systems to share information on items ordered, received, in storage, and sold or otherwise disposed of.
FBMS Activity -- XIII.2 Inventory in Storage Management |
F |
5 |
Process |
F |
RECEIPT AND INSPECTION PROCESS (FBMS)
STORING PROCESS (FBMS)
|
MATERIALS INVENTORY FUNCTION (FBMS) |
Inventory Control |
Supply Chain Management |
| INVENTORY PLANNING PROCESS (FBMS) |
The Inventory Planning Process involves Inventory Purchase Planning, and Production Planning
.
Inventory Purchase Planning decides when inventory replenishment is needed and calculates inventory replenishment quantities. It determines order quantities based on customer demand and lead time history, internal process costs, unit item cost, and current stock levels as adjusted by anticipated program de-mands. Ordering information is provided to the acquisition system for fulfillment through the appropriate procurement vehicles.
Production Planning supports planning for production based on customer orders and product demand forecasts. Production here means processes such as manufacturing, repairing, or others that might be in-cluded under part 2 of the SFFAS Number 3 definition of inventory (i.e., tangible personal property ... (2) in the process of production for sale).
FBMS Activity -- XIII.1.A INVENTORY PLANNING PROCESS |
F |
6 |
Activity |
F |
|
Needs Determination (FBMS) |
Inventory Control |
Supply Chain Management |
| Inventory Undergoing Repair or in Production (FBMS) |
Inventory in the process of production for sale or to be consumed in the production of goods for sale are classified as inventory under SFFAS Number 3. The inventory system must be able to account for items or activities associated with these types of inventory. FBMS Activity -- XIII.3 Inventory Undergoing Repair or in Production |
F |
5 |
Process |
F |
REPAIRING PROCESS (FBMS)
WORK-IN-PROCESS TRACKING PROCESS (FBMS)
|
MATERIALS INVENTORY FUNCTION (FBMS) |
Inventory Control |
Supply Chain Management |
| Investment Planning |
MRM BRM |
F |
6 |
Activity |
F |
Plan IT Investments
|
80: Plan IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| Issue Debt Collection Letters |
MRM BRM |
F |
7 |
Task |
F |
F56: Coordinate with Treasury - Debt Collection
Reconcile Payor Accounts
|
Reconciling Accounts |
User Fee Collection |
Revenue Collection |
| ISSUE REFERRALS |
This involves referring candidates to the selecting official, monitoring the status of the issued referrals, and documenting the entire process. FBMS Activity -- X.3.D ISSUE REFERRALS |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| ISSUING PROCESS (FBMS) |
The Issuing Process receives requisitions or orders in from customers. Agencies are encouraged to use Electronic Data Interchange (EDI) to obtain customer orders electronically without the need for manual keying. Some inventory programs sell directly to the public in a store environment. These programs would most likely use a cash register/point of sale system to record sales. That system should provide in-formation to the inventory system so that it can update the inventory records and pass the accounting in-formation on to the core financial system.
In a typical supply fund, customer orders are filled by issuing inventory items in stock and on hand. In other operations, orders may be for a particular service to be performed or good to be manufactured. In that case, individual customer orders must be forwarded on to the Needs De-termination function. The Issuing activity consists of: Customer Eligibility and Fund Verification, Customer Order Entry, Distribution, Discrepancy Resolution, Bill Calculation, and Accounting for Issuances.
o Customer Eligibility and Fund Verification. In many inventory operations, particularly those using catalog prices, the agency is provided assurances on the order that the customer has the funds available to fill the order. However, in some cases where the price is not as predictable, the customer may provide a maximum amount they are willing to pay. In those situations, this process records those maximums and verifies that they are not exceeded.
o Customer Order Entry records customer orders when they are received.
o Distribution takes items out of inventory and delivers them to the customer.
o Discrepancy Resolution resolves discrepancy complaints made by customers concerning items issued to them.
o Bill Calculation determines the appropriate prices to charge for inventory items and prepares bills for items sold on account. Inventory items may be sold to customers at different selling prices in accordance with legal and other mandates. Billing information and receivables established by this activity are trans-mitted to and managed through the Receipt Management function of the core financial system.
o Accounting for Issuances records the accounting entries needed as a result of issuing inventory items. Revenue from sales is recognized at the point the title to the inventory item passes from the holder of the inventory to the customer or as otherwise established by policy.
FBMS Activity -- XIII.4.B ISSUING PROCESS |
F |
6 |
Activity |
F |
|
Inventory Disposition (FBMS) |
Inventory Control |
Supply Chain Management |
| IT Data Administration |
The activity where the information assets of an organziation are managed by subject and technical experts. |
F |
4 |
Function |
F |
65: Manage Information and Files
|
Information Management |
Information Management |
Information and Technology Management |
| IT Infrastructure Maintenance |
IT Infrastructure Maintenance – involves the planning, design, and maintenance of an IT Infrastructure to effectively support automated needs (i.e. platforms, networks, servers, printers, etc.). |
T |
3 |
Sub Function |
F |
|
|
IT Infrastructure Maintenance |
Information and Technology Management |
| IT Operations, Maintenance, and Management Functions |
The administrative or program aspect of Information technology operations and maintenance |
F |
4 |
Function |
F |
80: Plan IT Investments
82: Operate and Maintain IT Investments
|
Lifecycle/Change Management |
Lifecycle/Change Management |
Information and Technology Management |
| IT Security |
|
F |
1 |
Unknown |
F |
|
|
|
|
| IT Security Functions |
The specific processes or functions that support the IT security activity such as accrediation, scanning, reviews. |
F |
4 |
Function |
F |
83: Secure IT
|
Information Security |
Information Security |
Information and Technology Management |
| J0: Assess Linear Recreation Resources |
: Report all procurement and labor costs of baseline data collection and assessments associated with rivers (including eligible and suitable wild and scenic rivers prior to designation), trails, and byway work. The work includes baseline inventory and assessment of rivers and trails that are being evaluated for potential congressional designation. Social and economic baseline collection or studies and visitor/resident customer assessment associated with rivers, trails, and byways are appropriate costs for this program element.
This work does not include base line data collection and assessments for congressionally designated Wild And Scenic Rivers and National Scenic And Historic Trail Or Recreation Areas.
|
F |
5 |
Process |
T |
|
Recreation Resource Planning |
Recreational Resource Management and Tourism |
Natural Resources |
| J1: Assess Risk To Public From Natural And Man Made Hazards |
This activity is associated with known or suspected hazardous materials sites located on or affecting DOI administered lands or for environmental sites assessments associated with realty actions, and releases of petroleum that are not associated with currently operating oil fields. Examples of units that can be counted are: verification of whether an illegal dumped drum suspected to be hazmat is on DOI managed lands and is actually a hazardous material, preliminary assessments and site inspections, an engineering evaluation/cost analysis (EE/CA).
All costs (labor and operations including equipment, travel, materials and contracts) associated with planning, conducting, overseeing and documenting the work described below should be charged to this activity.
Site verifications/evaluations/assessments/inspections of known or suspected hazardous materials sites.
Preliminary analysis/initial assessments/environmental site assessments (ESA) completed.
Facility assessments/corrective measures studies performed under section 7003 of the resource conservation and recovery act (RCRA) and assessments/corrective measures studies for underground storage tanks under RCRA.
Community relations actions associated with the above activities including the development of community relations plans.
Creating and maintaining case/administrative record files for known or suspected hazardous materials sites.
Training, including participating in developing training and policy/guidance to improve the work activities described above. |
F |
5 |
Process |
T |
|
Pollution Prevention - Hazmat |
Pollution Prevention and Control |
Environmental Management |
| J3: Assess Hazmat Sites |
All costs (labor and operations including equipment, travel, materials and contracts) associated with planning, conducting, overseeing and documenting the work described below should be charged to this activity.
Monitoring hazardous materials and oil spill sites to ensure human health and safety, and protection of the environment, or to comply with regulatory requirements or orders. This does not include sampling and analysis conducted as part of a verification/assessment/inspection of a hazardous materials site.
Long term maintenance of a hazardous materials site where a response action or remediation has been completed.
Training, including participating in developing training and policy/guidance to improve work activities described above. |
F |
5 |
Process |
T |
|
Pollution Prevention - Hazmat |
Pollution Prevention and Control |
Environmental Management |
| J5: Provide Cadastral Field Miles Surveys |
This activity includes all survey costs up to and including the point that the draft field notes and plat are completed, including client consulting, special instruction preparations, and records research. Includes all costs associated with administrative surveys with output of miles. |
F |
5 |
Process |
T |
|
Cadastral Survey |
Conservation, Marine and Land Management |
Natural Resources |
| J6: Collect/Update Digital Cadastral Data |
Work Activity Description for Collection and Update: Initial abstraction, coordinate collection, attribution, integration with other data sources, and updates to the cadastral survey data defined as the Geographic Coordinate Data Base (GCDB). This includes the collection of additional control information, the use of data from other organizations, and building/maintaining geographic information system databases.
Work Activities Common to the Collection and Update of Townships: All costs associated with abstracting data from manual records, analyzing and selecting records, processing data, establishing partnerships, contract collection/update, contract inspections, submittal for posting on the Internet, travel for GCDB and Cadastral Technical Advisory Committee (CTAC) meetings, consultation associated with Indian Trust lands: Trust programs on Indian lands (cadastral survey and minerals on Trust lands), assessing the impacts of public land activities on Indian Trust lands, and the analysis of the impact of public land activities on off reservation treaty rights. Includes all cost of initial collection and updating townships regardless of the status of the land (including Indian Trust lands) or the funding source.
Counting Accomplishments: Only annual accomplishments, not cumulative are reported. Accomplishments will be recorded on a township basis. Townships may not be counted more than once during a fiscal year. This workload measure will be reported only after the townships are collected or updated, GIS validated, and submitted or made available for posting on the Internet. For townships that cannot be posted on the Internet due to Indian Trust issues, the townships may be reported if the survey information has been GIS validated, and is made accessible to the stakeholders.
Comment Field: In the comment field for J6, report the number of townships submitted for posting on the Internet during the fiscal year: 1) # with Indian Trust land; 2) # updated; 3) # collected. Report accomplishments for items 1 - 3 in the comment field annually (not quarterly) after the end of the fiscal year.
Special Interest Project Codes: For all funds provided through Central Funding, code expenses to GCDB. Do not use GCDB when coding costs if funds other than Central Funding are used. For National Spatial Data Standard (NSDS), Western Governors' Cadastral Project (WCAD). Indian Trust Activities and Programs (TRST) for all units of output in the MIS. Note, when entering workload measures into the MIS, if two project codes are in conflict including TRST, use TRST. |
F |
5 |
Process |
T |
|
Cadastral Survey |
Conservation, Marine and Land Management |
Natural Resources |
| J7: Collect, Manage and Distribute Data to Inform Decisions on Managing Risk--> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support preparation for and mitigation of hazards, and managing risk from hazards. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of samples
Data integration/processing
Earthquake sensors
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any long-term data collection efforts that do not support specific natural hazards research or risk assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Inform Decisions on Managing Risk from Natural Hazards (N7). Data collection supporting risk assessment projects is coded to DOI Activity Conduct Assessments to Inform Decision on Managing Risk from Natural Hazards (N8). Data collection for technical assistance is coded to DOI Activity Provide Technical Assistance to Inform Decisions on Managing Risk from Natural Hazards (Z3). Data management for all natural hazards projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| J8: Collect, Manage and Distribute Data To Advance Knowledge and Inform Deci--> |
Activities that involve field or laboratory measurements or observations, the evaluation of particular conditions over a period of time, the integration of basic data to produce specific products, and maintenance/management of data collections/data sets that support the advancement of knowledge through science and inform decisions. Examples of work to be coded to this activity include the following:
Geophysical sampling
Lab analysis of sample
Data integration/processing
Satellite operations
Stream gage monitoring
Maintenance/management of metadata
Creation/maintenance of data websites and catalogs
Creation and maintenance of partnerships that foster data collection/management
Code to this activity any data collection/maintenance efforts that do not support specific research or assessment projects. Data collection to support research projects is coded to DOI activity Conduct Research to Advance Knowledge and Inform Decisions (M5). Data collection supporting assessment projects is coded to DOI activity Conduct Scientific Assessments to Advance Knowledge and Inform Decisions (N9). Data collection for technical assistance is coded to DOI activity Provide Technical Assistance to Inform Decisions (Z5). Data management for all projects is coded here. |
F |
5 |
Process |
T |
|
Collect and Manage Information for LRM |
Conservation, Marine and Land Management |
Natural Resources |
| Judicial Hearings |
Judicial Hearings – includes activities associated with proceedings (usually by a court of law) where evidence is taken for the purpose of determining an issue of fact and reaching a decision based on that evidence. |
T |
3 |
Sub Function |
T |
|
|
Judicial Hearings |
Litigation and Judicial Activities |
| K73: Support FM Systems RIK (Carryover) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| Key Asset and Critical Infrastructure Protection |
Key Asset and Critical Infrastructure Protection – involves assessing key asset and critical infrastructure vulnerabilities and taking direct action to mitigate vulnerabilities, enhance security, and ensure continuity and necessary redundancy in governmen |
T |
3 |
Sub Function |
T |
|
|
Key Asset and Critical Infrastructure Protection |
Homeland Security |
| Knowledge Advancement |
The gathering and synthesizing of data and information in support of the business decision process. |
F |
4 |
Function |
T |
L3: Provide Technical Assistance to Inform Decisions on Landscapes and Water-->
L5: Conduct Research to Inform Decisions on Landscapes, Watersheds, Marine &-->
L8: Conduct Research to Inform Decisions on Sustaining Biological Communities
53: Manage Knowledge Advancement
M5: Conduct Research to Advance Knowledge and Inform Decisions
N1: Conduct Research to Inform Decisions Non-Energy Mineral Resources
N7: Conduct Research to Inform Decisions on Managing Risk from Natural Hazards
Z3: Provide Technical Assistance to Inform Decisions on Managing Risk from N-->
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Knowledge Dissemination |
Knowledge Dissemination – addresses those instances where the primary method used in delivering a service is through the publishing or broadcasting of information, such as the Voice of America or web-based museums maintained by the Smithsonian. It is not |
T |
3 |
Sub Function |
F |
|
|
Knowledge Dissemination |
Knowledge Creation and Management |
| Knowledge Management |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| KS2: Market SPR |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS3: Support SPR Contracting |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS4: Analyze SPR Portfolio Creditworthiness |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS5: Ensure Compliance - RIK Oil - SPR |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS6: Reconcile SPR Quality Bank (Labor, only) |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS7: Perform SPR Accounting |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| KS8: Support SPR Systems |
MRM BRM |
F |
8 |
Task |
T |
|
Barrels Delivered |
Energy Supply |
Energy |
| L0: Conduct Assessments to Inform Decisions on Fire-Adapted Ecosystems |
Investigations that evaluate the status, condition, or other relevant aspects of a particular landscape; may be conducted on a geographic basis. Activities may include collection, inventory, monitoring, analysis, management, interpretation, evaluation, and synthesis of data as it relates to fire. Does not include data management which should be coded to DOI Activity Collect, Manage and Distribute Data to Inform Decisions on Fire-Adapted Ecosystems (A8). |
F |
5 |
Process |
T |
|
Fire Planning |
Disaster Preparedness and Planning |
Disaster Management |
| L1: Conduct Research to Inform Decisions on Fire-Adapted Ecosystems |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies to support fire-adapted management. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, systems, persistent data sets). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. Does not include data management that should be coded to DOI activity Collect, Manage and Distribute Data to Inform Decisions on Fire-Adapted Ecosystems (A8). |
F |
5 |
Process |
T |
|
Fire Planning |
Disaster Preparedness and Planning |
Disaster Management |
| L3: Provide Technical Assistance to Inform Decisions on Landscapes and Water--> |
Technical assistance, technical support, technical training, technology transfer, or technical studies is provided to land managers and other customers to solve a variety of environmental problems. These activities enhance resource management and policy development. Specific activities and technical assistance projects include but are not limited to:
Design and systematic collection of environmental or geologic/seismographic data;
Analytical support;
Data synthesis;
Adaptive management techniques;
Partnerships (Cooperative Research Unit, et.al.) |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| L4: Inventory and Assess Landscapes and Watersheds |
All costs associated with inventorying, monitoring, assessing, or evaluating the status, condition or other relevant aspects of land health (watersheds/landscapes – including marine).
Includes
NRDAR pre-assessment/scoping and assessment planning
Collection, analysis, management, interpretation, and synthesis of data
Planning and conducting watershed/landscape inventory
Preparing reports/maps
Damage assessments including pre-assessment screens, coordination with co-trustees and potentially responsible parties, development of damage claims
Ecological site inventories including planning, GIS Support, and Contracts/Interagency Agreements
Systematic sampling to determine above the ground annual production on all vegetation species
Determining appropriate benchmarks for ecological condition for that site.
. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| L5: Conduct Research to Inform Decisions on Landscapes, Watersheds, Marine &--> |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies in the biologic, geologic, hydrologic, information science, or other relevant disciplines that support the advancement of knowledge through science. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, systems, persistent data sets). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| L8: Conduct Research to Inform Decisions on Sustaining Biological Communities |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies that improve the information base and inform decisions on sustaining biological communities. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, models). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| L9: Assess Non-Invasive Species |
Investigations that evaluate the status, condition, or other relevant aspects of indigenous species; may be conducted on a geographic basis. Activities may include collection, analysis, management, interpretation, and synthesis of data to produce an assessment. Excludes environmental consultations or regulatory compliance work. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| Labor Cost and Distribution |
This process supports the collection of labor distribution hours based on the classification code structure defined in the JFMIP Core Requirements document. FBMS Activity -- X.11 Labor Cost and Distribution |
F |
4 |
Function |
F |
ADJUST LABOR DISTRIBUTION COSTS
CAPTURE COST BY PREDEFINED WORK UNITS
PROVIDE LABOR COST DATA FOR USE BY OTHER SYSTEMS
PROVIDE OTHER LABOR RELATED DATA FOR USE BY OTHER SYSTEMS
|
Employee Relations |
Employee Relations |
Human Resource Management |
| Labor Relations |
Labor Relations manages the relationship between the agency and its unions and bargaining units. This includes negotiating and administering labor contracts and collective bargaining agreements; managing negotiated grievances; and participating in negotiated third party proceedings. |
T |
3 |
Sub Function |
F |
Labor Relations Functions
|
|
Labor Relations |
Human Resource Management |
| Labor Relations Functions |
Functions supported Involve establishing and maintaining effective relationships with labor organizations that represent federal employees, negotiating and administering labor agreements, and providing guidance and consultation to management on a variety |
F |
4 |
Function |
F |
76: Administer Employee and Labor Relations
77: Administer External Civil Rights
78: Administer Internal Civil Rights
|
Labor Relations |
Labor Relations |
Human Resource Management |
| Labor Rights Management |
Labor Rights Management – refers to those activities undertaken to ensure that employees and employers are aware of and comply with all statutes and regulations concerning labor rights, including those pertaining to wages, benefits, safety and health, whi |
T |
3 |
Sub Function |
T |
|
|
Labor Rights Management |
Workforce Management |
| Labor-Management and Employee Relations |
This process supports labor and management employee relations activities to comply with statutory and regulatory requirements, and the guidance provided by the Executive Order on Management-Labor Part-nerships. FBMS Activity -- X.6 Labor-Management and Employee Relations |
F |
4 |
Function |
F |
ADMINISTER INCENTIVE PROGRAMS
ADMINISTER LABOR RELATIONS
ADMINISTER PERFORMANCE MANAGEMENT
CONDUCT EMPLOYEE RELATIONS
|
Employee Relations |
Employee Relations |
Human Resource Management |
| LAND DISPOSITION/ TRANSFER PROCESS (FBMS) |
This process supports land disposition/transfer by:
o Identifying excess property or property held for disposal/retirement.
o Transfering property record data to the property disposal organization or receiving entity.
o Capturing date of transfer, transferring entity, and recipient organization (disposal organization or recipient entity).
o Capture all essential information related to disposal as required by Federal Management Regulation (FMR) 102-36 for applicable agencies.
o Capturing type of disposal action (e.g., retirement, exchange, sale, donation, etc.), final disposi-tion, and date of disposal.
o Capturing estimated cost to demolish property, or otherwise dispose of property.
o Capturing property retirement or disposal status.
o Capturing deletions.
o Calculating gain or loss at time of disposal or retirement, sale, exchange, donation.
o Transferring the asset=s acquisition cost, accumulated depreciation/amortization, and the amount of gain or loss to the Core Financial System at the time of asset transfer, disposal, or retirement.
o Maintaining an audit trail of transfer, disposal, and retirement actions.
FBMS Activity -- VIII.1.E LAND DISPOSITION/ TRANSFER PROCESS |
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| LAND MANAGEMENT PROCESS (FBMS) |
This process oversees the use of land Interior-administered land. This process supports land management activities in the Department that focus on the different uses of land covering lands primarily to conserve and protect fish and wildlife and their habitat, lands to conserve, preserve, protect, and in-terpret the nation=s natural, cultural, and recreational resources, lands to develop and protect water and related resources in an environmentally and economically sound manner, land guided by the prin-ciples of multiple use and sustained yield in managing for a variety of purposes. FBMS Activity -- VIII.1.C LAND MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Land Treatments |
The planned actions/activities exercised by the natural resource programs that address the rehabilitaiton, stabililzation and overall sustainability of the health of the land. |
F |
4 |
Function |
T |
4F: Treat Shrub/Grass Vegetation
7A: Reduce Hazardous Fuels - Prescribed Fire (non-WUI)
7B: Reduce Hazardous Fuels - Mechanical (Non-WUI)
7C: Reduce Hazardous Fuels - Other Methods (Non-WUI)
7D: Stabilize Burned Areas
7E: Rehabilitate Lands Damaged by Wildland Fire
7F: Perform Wetland Restoration Treatment
7G: Perform Upland Restoration Treatment
7J: Perform Riparian Restoration Treatment
7K: Perform Marine Restoration Treatment
7X: Treat Cultural and Natural Heritage Resources
8F: Manage Naturally Occurring Fires for Natural Resource Benefit (Wildland -->
8G: Treat Commercial Forests and Woodlands
8R: Reduce Hazardous Fuels - Prescribed Fire (WUI)
8S: Reduce Fuels - Mechanical (WUI)
8U: Reduce Hazardous Fuels - Other (WUI)
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| LATE PAYMENT MANAGEMENT PROCESS (FBMS) |
This is the process that monitors and follows up on employee charge card balances that are not paid on time. IV.4.D LATE PAYMENT MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Employee Billed Transactions (FBMS) |
Payments |
Financial Management |
| Leadership Protection |
Leadership Protection – involves all activities performed to protect the health and well being of the president, vice-president, their families, foreign leaders and dignitaries, and other high-level government officials. |
T |
3 |
Sub Function |
T |
|
|
Leadership Protection |
Law Enforcement |
| Leases, Rents and Royalties (FBMS) |
This sub-function involves complying with laws and regulations for the collection of amounts related to leases, rents and royalties including the calculation of amounts due and the tracking of indi-viduals/organizations required to pay such amounts. FBMS Activity -- IX.2 Leases, Rents and Royalties |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| Leave Processing |
This process must ensure compliance with statutory and regulatory requirements when process-ing transactions and providing decision support capabilities in accomplishing leave transactions. FBMS Activity -- X.9. Leave Processing |
F |
4 |
Function |
F |
ACCRUE LEAVE
ADJUST LEAVE
PROCESS LEAVE
|
Benefits Management |
Benefits Management |
Human Resource Management |
| Legal Defense |
Legal Defense – includes those activities associated with the representation of a defendant in a criminal or civil proceeding. |
T |
3 |
Sub Function |
T |
|
|
Legal Defense |
Litigation and Judicial Activities |
| Legal Investigation |
Legal Investigation – includes activities associated with gathering information about a given party (government agency, citizen or corporation) that would be admissible in a court of law in an attempt to determine a legal question or matter. |
T |
3 |
Sub Function |
T |
|
|
Legal Investigation |
Litigation and Judicial Activities |
| Legal Litagation Processes / Functions |
The general process of managing the lifecyle of litigation |
F |
4 |
Function |
T |
69: Process Litigation for Resource Protection
71: Process Litigation for Recreation
72: Process Litigation for Serving Communities
74: Process Litigation for Resource Use
|
Legal Prosecution and Litigation |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Legal Prosecution and Litigation |
Legal Prosecution and Litigation – includes all activities involved with presenting a case in a legal proceeding both in a criminal or civil court of law in an attempt to prove guilt/responsibility. |
T |
3 |
Sub Function |
T |
Legal Litagation Processes / Functions
|
|
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Legislation Testimony |
Legislation Testimony – involves activities associated with providing testimony/evidence in support of, or opposition to, legislation. |
T |
3 |
Sub Function |
F |
|
|
Legislation Testimony |
Legislative Relations |
| Legislation Tracking |
Legislation Tracking – involves monitoring legislation from introduction to enactment. |
T |
3 |
Sub Function |
F |
|
|
Legislation Tracking |
Legislative Relations |
| Legislative Functions |
Legislative Functions – includes the costs of the Legislative Branch except for the Tax Court, the Library of Congress, and the Government Printing Office revolving fund. |
T |
3 |
Sub Function |
F |
|
|
Legislative Functions |
General Government |
| Lifecycle/Change Management |
Lifecycle/Change Management – involves the processes that facilitate a smooth evolution, composition, and workforce transition of the design and implementation of changes to agency resources such as assets, methodologies, systems, or procedures. |
T |
3 |
Sub Function |
F |
IT Operations, Maintenance, and Management Functions
|
|
Lifecycle/Change Management |
Information and Technology Management |
| Litigation Support |
The general activities that the law enforcment community performs in support of the legal prosecution of a perpetrator. |
F |
4 |
Function |
T |
2J: Process Trespass/Unauthorized Occupancy Cases
Civil Litigation Support
Evidence and Property Inventory Management
|
Criminal Investigation and Surveillance |
Criminal Investigation and Surveillance |
Law Enforcement |
| Loan Extension (FBMS) |
The Loan Extension sub-function supports analysis of the applicant's eligibility in accordance with statu-tory and regulatory requirements. The Loan Extension sub-function also supports the development of information to satisfy credit reform accounting and budgeting requirements. FBMS Activity -- XII.1 Loan Extension |
F |
5 |
Process |
F |
APPLICATION SCREENING PROCESS (FBMS)
LOAN ORIGINATION PROCESS (FBMS)
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Loan Guarantees |
Loan Guarantees – involves any guarantee, insurance, or other pledge with respect to the payment of all or a part of the principal or interest on any debt obligation of a non-federal borrower to a non-federal lender, but does not include the insurance of |
T |
3 |
Sub Function |
F |
|
|
Loan Guarantees |
Credit and Insurance |
| LOAN ORIGINATION PROCESS (FBMS) |
Loan origination includes booking the loan, establishing a financial obligation, creating the loan documents, and disbursing funds in accordance with agency requirements, the Credit Supplement to the TFM, and OMB Circular A-34. Loan origination is performed only if the Application Screening process concluded that the loan should be extended. The Loan Origination process consists of the following major activities:
o Book Loan, and
o Disburse and Account for Funds.
FBMS Activity -- XII.1.B LOAN ORIGINATION PROCESS |
F |
6 |
Activity |
F |
|
Loan Extension (FBMS) |
Funds Control |
Financial Management |
| LOANING PROCESS (FBMS) |
The Loaning Process supports the monitoring of and accounting for inventory which has been loaned out to others but is still maintained on the agency's books as inventory. For example, the Department of Defense often loans out tents, bedding, and other materials from inventory to the Boy Scouts, the Olympics, and the American Red Cross. This process may or may not exist in Interior. The Loaning activity consists of: Loan Out, and Return to Inventory.
o Loan Out supports the accounting and control of inventory items that have been loaned out for use by another organization temporarily.
o Return to Inventory supports the return of items to inventory after they have been loaned out.
FBMS Activity -- XIII.4.A LOANING PROCESS |
F |
6 |
Activity |
F |
|
Inventory Disposition (FBMS) |
Inventory Control |
Supply Chain Management |
| Local Travel (FBMS) |
Local travel expenses, including taxi and mass transit fares, are allowable expenses incurred while performing official business within the vicinity of an employee's designated post of duty. The government contracted charge card is not used for local travel. FBMS Activity -- VI.2 Local Travel |
F |
5 |
Process |
F |
LOCAL TRAVEL AUDIT PROCESS (FBMS)
LOCAL TRAVEL REIMBURSEMENT PROCESS (FBMS)
LOCAL TRAVEL VOUCHER PROCESS (FBMS)
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| LOCAL TRAVEL AUDIT PROCESS (FBMS) |
Once a travel voucher is completed, approved and forwarded to the finance office for reim-bursement, vouchers will be verified as proper through standard voucher examination proce-dures using computer based checks, statistical sampling and/or manual review. These procedures should include verification back to centrally paid items and compliance with Fed-eral travel regulations. FBMS Activity -- VI.2.B LOCAL TRAVEL AUDIT PROCESS |
F |
6 |
Activity |
F |
|
Local Travel (FBMS) |
Travel |
Administrative Management |
| LOCAL TRAVEL REIMBURSEMENT PROCESS (FBMS) |
Once a local travel voucher is certified for payment, when reimbursement is due the traveler, a payment schedule is forwarded to the Department of the Treasury for reimbursement. Re-imbursement is made through Treasury via EFT to the employee's designated bank account. The employee should receive an electronic notice that a payment request on their behalf has been sent to Treasury. FBMS Activity -- VI.2.C LOCAL TRAVEL REIMBURSEMENT PROCESS |
F |
6 |
Activity |
F |
|
Local Travel (FBMS) |
Travel |
Administrative Management |
| LOCAL TRAVEL VOUCHER PROCESS (FBMS) |
The travel system should provide the capability for users to produce a local travel voucher (SF 1164 or facsimile) by entering selected data into the system to activate an obligation, approval and reimbursement for local travel. All claims must be in accordance with travel policies. The system is to provide for input by both travelers and designated approving officials at central and/or remote locations. The system is to also provide for automated input, and be easy to use with adequate prompts to lead the user through the program. FBMS Activity -- VI.2.A LOCAL TRAVEL VOUCHER PROCESS |
F |
6 |
Activity |
F |
|
Local Travel (FBMS) |
Travel |
Administrative Management |
| Lockbox Processing |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Logistics Management |
Logistics Management – involves the planning and tracking of personnel and their resources in relation to their availability and location. |
T |
3 |
Sub Function |
F |
|
|
Logistics Management |
Supply Chain Management |
| M1: Assess Invasive Species |
Investigations that evaluate the status, condition, or other relevant aspects of indigenous or non-indigenous species; may be conducted on a geographic basis. Activities may include collection, analysis, management, interpretation, and synthesis of data to produce an assessment. Excludes environmental consultations or regulatory compliance work, and work done in the field to eradicate, control, or prevent Invasive Species. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| M2: Assess Water Quality |
Includes all work associated with water quality assessment, including planning for, monitoring, collecting and evaluating the data at specific water monitoring stations. Assessments are designed to measure the percent of surface waters that meet State (EPA approved) Water Quality Standards. |
F |
5 |
Process |
T |
|
Water Resource Treatments and Assessments |
Water Resource Management |
Natural Resources |
| M3: Assess Water Quantity |
Includes all work associated with water quantity assessment, including planning for, monitoring, collecting and evaluating the data at specific water monitoring stations. Assessments are designed to protect and/or restore surface and ground water systems directly or influenced by DOI, as specified in management plans and consistent with applicable federal and state law. |
F |
5 |
Process |
T |
|
Water Resource Treatments and Assessments |
Water Resource Management |
Natural Resources |
| M4: Conduct Research to Inform Decisions on Invasive Species |
Studies that advance the understanding of scientific principles and processes, or develop new methodologies in the biologic, geologic, hydrologic, information science, or other relevant disciplines that support the advancement of knowledge through science as it relates to Invasive Species. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, forecast, management of the research, development of research protocols and methodologies, and development of research products (maps, reports, models, systems, persistent data sets). Includes workshops to determine research, strategies, designs and requirements but excludes workshops focusing on technology transfer, technical assistance, and training. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| M5: Conduct Research to Advance Knowledge and Inform Decisions |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies in the geologic, hydrologic, information science, or other relevant disciplines. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, systems, persistent data sets). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| M6: Perform Historical Trust Accounting |
Activity includes all costs associated with performing the historical accounting of the Individual Indian Money (IIM), Tribal Trust, and Special Deposit accounts as part of Cobell and Tribal litigation as follows:
Perform reconciliation of IIM accounts and Tribal Trust accounts as part of the Cobell litigation;
Perform reconciliation to identify or reclassify funds that were improperly held in special deposit accounts and distribute monies to proper IIM accounts, tribes, or private entities; and
Perform reconciliation of Judgment and Per Capita IIM accounts; |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| M7: Conduct Assessments to Inform Decisions on Energy Resources |
Investigations that evaluate the distribution, status, condition, or other relevant aspects of one or more energy resource(s); may be conducted on a geographic basis. Activities may include data collection, inventory, monitoring, analysis, management, interpretation, evaluation, and synthesis of data. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| M8: Conduct Research to Inform Decisions on Energy Resources |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies in the geologic, hydrologic, information science, or other relevant disciplines that support appropriate use of energy resources. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, systems, persistent data sets). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Energy Resource Research |
Energy Resource Management |
Energy |
| Mail Money Order to Lockbox |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| MAINTAIN DATA |
Allow employees to update personal payroll information, at the employee's discretion, e.g., tax withholding information, savings bond information, electronic funds transfer information, and allotments. FBMS Activity -- X.10.D MAINTAIN DATA |
F |
5 |
Process |
F |
|
Pay Processing |
Compensation Management |
Human Resource Management |
| MAINTAIN FINANCIAL INFORMATION ON PROPERTY PROCESS (FBMS) |
Requirements for accounting for property pertain to recording the acquisition cost of property, or net book value or fair market value for donated or transferred items. For capitalized property, the function records the acquisition cost or net book value or fair market value of donated or transferred assets, the property's useful life, salvage value, and depreciation/amortization method. In addition to the initial value, it also records all capitalizable improvements. Upon disposal, or when identified for disposal and no longer in use, the function identifies the property record as a disposal and no longer includes the value of the asset, all associated capitalized improvements, and the associated accumulated depreciation/ amortization in calculating the gross and net book value of property. The accounting for property function calculates depreciation/ amortization for in-service property and captures deferred maintenance, condition, and cleanup cost information. Information on deferred maintenance, condition, and clean-up costs may be estimated or captured in other systems and subsequently provided to the Core Financial System. FBMS Activity -- V.3.A MAINTAIN FINANCIAL INFORMATION ON PROPERTY PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| MAINTAIN PROPERTY FINANCIAL INFORMATION PROCESS (FBMS) |
For capitalized property and stewardship assets: Classify Real Property by asset type (e.g., general, heritage and stewardship land).
o Distinguish between heritage assets and multi-use heritage assets.
o Capture changes in quantities, including unit of measure, where applicable, for beginning balance adjustments, additions, and deletions, and compute ending balances by asset category.
o Calculate and allocate interest expense for lease payments and apply the balance to reduce capital lease liability.
o Identify the type of cost recorded (e.g., acquisition cost, estimated fair market value, revalua-tion, present value).
o Capture the cost of capitalizable improvements separate from the original cost, the estimated change in asset=s life as a result of the improvement, and the date of improvement.
o Provide an audit trail for all adjustments to quantities and units.
o Capture the acquisition cost of an asset and any changes in the valuation, where applicable for reporting purposes.
FBMS Activity -- VIII.4.A MAINTAIN PROPERTY FINANCIAL INFORMATION PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Real Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| MAINTENANCE PROCESS (FBMS) |
The requirement to capture deferred maintenance and condition information on appropriate assets does not affect management's discretion with respect to: (1) establishing criteria for determining whether there is deferred maintenance and condition assessment/reporting, (2) the methodology used to determine the amount of deferred maintenance and assess condition, or (3) the specific system(s) used to develop or track deferred maintenance and condition information.
Capture management's estimate of deferred maintenance. This may be accomplished through a process or system other than in a property system.
FBMS Activity -- V.2.D MAINTENANCE PROCESS |
F |
6 |
Activity |
F |
|
Managing Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Make Changes to Resource Availability |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Make Reservation |
|
F |
7 |
Task |
T |
|
Recreation Reservations |
Recreational Resource Management and Tourism |
Natural Resources |
| Manage Customer Feedback |
The support service to handle information inquires from the marketplace. |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| MANAGE FACILITY PROJECTS PROCESS (FBMS) |
This process includes planning, designing, repairing, replacing and constructing facility projects. The process requires financial information to be capable of supporting the 5 yr plan and deferred maintenance data at the Department level.
The process also includes acceptance. Acceptance requires reporting of budget and cost data (some-times run in a batch mode) is insufficiently timely for program managers to make decisions. This typically results in the development and maintenance of unofficial records. Fiancial system must be capable of using crosswalks to report 5 yr plan and deferred maintenance data at the Department level.
FBMS Activity -- VIII.2.G MANAGE FACILITY PROJECTS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Manage Recreation Reservation and Information Services |
The general activites that are required to support the Recreation One stop line of business. |
F |
5 |
Process |
T |
Customer Help
Deliver Recreation Information
Manage Customer Feedback
Portal User Profile Creation
Recreation Reservations
Retail Sales
Standards Development
Trip Planning Management
Update Recreation Resource Inventory Availability
|
Recreation Resource Management |
Recreational Resource Management and Tourism |
Natural Resources |
| Management Improvement |
Management Improvement – includes all efforts to gauge the ongoing efficiency of business processes and identify opportunities for reengineering or restructuring. |
T |
3 |
Sub Function |
F |
|
|
Management Improvement |
Planning and Budgeting |
| Management Reporting (FBMS) |
The Department of the Interior (DOI) has extensive resource planning, tracking and reporting responsi-bilities for budgetary, performance and financial information. These responsibilities require access to timely and accurate data at various levels, analytic tools to facilitate analysis data, flexible reporting to provide meaningful information to managers inside the Department and interested external parties, and drill down capabilities to allow managers and analysts to easily understand what data makes up reported information.
The management reporting sub-function supports the DOI manager's responsibilities for managing, directing, and controlling government resources, and for establishing, maintaining, evaluating, improving, and reporting on program performance and results, and the adequacy of internal/management controls for their assigned areas. Effective execution of internal/management controls requires the utmost coordination and cooperation from all levels of the Bureau. Capturing accurate and timely data ensures that managers have access to this information in a consistent manner.
The EMIS will be built to on the integration of the Core Accounting, Acquisition, Personal Property and Fleet, Travel, Budget Formulation, Financial Assistance, Real Property, Personnel, Performance and Activity Based Costing/Cost Management functions to enable DOI managers the ability to analyze this information from these sources and other sources such as audit/evaluations, etc. FBMS Activity -- XI.1 Management Reporting |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| Managing Property (FBMS) |
The Managing Property sub-function captures and provides data to assist property managers and officials in managing property. Examples of property management responsibilities and activities supported by property management systems include recording the results of inventories, and monitoring maintenance requirements, utilization, overhaul, retirement, transfer, or disposal of property. FBMS Activity -- V.2 Managing Property |
F |
5 |
Process |
F |
DISPOSITION PROCESS (FBMS)
MAINTENANCE PROCESS (FBMS)
PROPERTY TRANSFER PROCESS (FBMS)
UTILIZATION PROCESS (FBMS)
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Manufacturing |
Manufacturing – involves all programs and activities in which the federal government produces both marketable and non-marketable goods. |
T |
3 |
Sub Function |
F |
|
|
Manufacturing |
Public Goods Creation and Management |
| MARKET RESEARCH (FBMS) |
This process reviews acquisition histories, identify and collect market dat related to (1) ana-lyzing the requirements, (2) determining the extent of competition, (3) planning source selec-tion, (4) selecting terms and condition for the solicitation, (5) soliciting officers, and (6) evaluating offers. FBMS Activity -- III.2.D MARKET RESEARCH |
F |
6 |
Activity |
F |
|
Presolicitation (FBMS) |
Goods Acquisition |
Supply Chain Management |
| MATERIALS INVENTORY FUNCTION (FBMS) |
The material inventory function establishes a system of financial controls over materials for which the entity is accountable. The material inventory function also maintains the financial information required by the inventory manager to manage the agency's inventory efficiently. The function supports the organiza-tions responsibility to:
o Provide a capability to safeguard property by exercising financial controls to accurately ac-count for and report on items in inventory;
o Support generally accepted accounting principles (GAAP) as recommended by the Federal Accounting Standards Advisory Board and issued by the Office of Management and Budget; and
o Be flexible and responsive to management and customer requirements.
FBMS Activity -- XIII. MATERIALS INVENTORY FUNCTION |
F |
4 |
Function |
F |
Inventory Disposition (FBMS)
Inventory in Storage Management (FBMS)
Inventory Undergoing Repair or in Production (FBMS)
Needs Determination (FBMS)
Program Planning and Monitoring (FBMS)
|
Inventory Control |
Inventory Control |
Supply Chain Management |
| Military Operations |
Military Operations – TBD |
T |
3 |
Sub Function |
F |
|
|
Military Operations |
Direct Services for Citizens |
| Miscellaneous Revenue (FBMS) |
This sub-function involves complying with laws and regulations for the collection of fees/ taxes/ and permits including the tracking of individuals/organizations required to pay such fees. Taxes/ and permits and calculating the proper amounts and billing for the amounts. FBMS Activity -- IX.4 Miscellaneous Revenue |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| MMBTUs Sold |
MRM BRM |
F |
7 |
Task |
T |
C03: Support RIK Systems (50% to Gas)
C82: Monitor RIK Policy Compliance (50% to Gas)
C83: Market Gulf of Mexico Gas
C87: Market Wyoming Gas
C89: Provide Gulf of Mexico Gas Front Office Support
C93: Provide Wyoming Gas Front Office Support
C95: Analyze Counterparty Creditworthiness (50% to Gas)
C96: Process Credit Surety/Guaranty Agreements (50% to Gas)
CC7: Analyze Asset - take in kind or in value (50% to Gas)
CG4: General Management Support-RIK (50% to Gas)
CG7: Measure RIK Performance (50% to Gas)
CH2: Management Control Review - RIK (50% to Gas)
CH4: External Audit Liaison/Reports - RIK (50% to Gas)
CH6: Records Management - Federal RIK (50% to Gas)
CH8: Develop/Maintain Regs and Guidance - RIK (50% to Gas)
CLR: CAM Leave - RIK (50% to Gas)
|
RIK Oil Sold |
Energy Resource Management |
Energy |
| Modify Reservation |
|
F |
7 |
Task |
T |
|
Recreation Reservations |
Recreational Resource Management and Tourism |
Natural Resources |
| MONITOR ACCOUNTS REFERRED TO THE DEBT COLLECTION CENTER (FBMS) |
This process monitors and periodically reevaluates accounts referred for cross-servicing.
o identify accounts with monetary adjustments that must be reported to the debt collection center.
o provide ad hoc reporting capability needed to monitor the accounts referred to a debt collection center and the amounts recovered.
o interface with the core financial system to record receipts remitted to the agency.
o apply collections received from the debt collection center according to agency application rules.
o record collection fees in accordance with agency program requirements.
o process agency or debt collection center refunds, notify debt collection center as appropriate, and update the loan information store.
o notify debt collection center of adjustments, recalls of debt, or collections received by the agency on the referred debt.
o remove from the accounting and financial records accounts that the debt collection center rec-ommends should be written off.
FBMS Activity -- XII.3.B MONITOR ACCOUNTS REFERRED TO THE DEBT COLLECTION CENTER |
F |
6 |
Activity |
F |
|
Treasury Cross-Servicing (FBMS) |
Funds Control |
Financial Management |
| Monitor Response |
Monitoring of he fire activity measures how well the plan is being executed. It provides constant information feedback to validate the appropriateness of the initial assessment and provides a means to counteract. |
F |
6 |
Activity |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| MONITORING PROCESS (FBMS) |
The Monitoring Process supports management's review of the inventory operations. It consists of the following: Variance Analysis, Performance Measurement, and Audit Trails.
o Variance Analysis. This activity supports the analysis of information maintained by the inventory system to identify favorable and unfavorable variances. Such analysis makes it possible to make knowledgeable refinements to operations in order to achieve the intended objectives of the inventory system more effectively.
This activity also provides features to analyze standard and actual costs. Cost analysis provides information for management to control costs and take corrective actions. The cost accounting function provides capabilities to determine variances between standard per-unit rates and actual per-unit costs for materials and parts, labor, and overhead when applicable. Actual costs are compared with the standard costs to identify why the cost variances occurred. Such variances may be used to determine the cost effectiveness of programs, departments, or activities; to evaluate performance; and to evaluate the efficiency and economy of resources used.
o Performance Measurement. This activity provides a technique for the inventory manager to measure outcomes or the benefits of purchasing items for the inventory program. The performance measures listed below are intended to provide financial information that describes the attributes of a program entity, ac-complishments or results, and the status of efficiency and effectiveness of operations.
Performance measures for an inventory system typically include, but are not limited to, the following:
Program Performance Trends
o The percentage of reports of item discrepancies filed with suppliers and types of discrepancies be-ing incurred to the total number of buys by contractor. This indicator is useful in evaluating the performance of suppliers providing items to an agency.
o The percentage accuracy of the quantities and values of inventory records versus quantities physically on hand.
o The percentage of shipments-on-time accuracy. This percentage should include warehouse denials and location accuracy.
o The percentage of items disposed of as opposed to the total dollar value of inventory.
o The percentage of losses or damage in storage such as exceeding shelf life, damage, or loss while storing or restoring an item.
o Discrepancies by customer. The ratio of discrepancies by customer to total sales by customer. This measure identifies the level of customer discrepancy complaints.
o Fill rate. The percentage of demands met at the time of initial processing of the customer order.
Financial Measures
o The price ratio of the cost of sample buys to published prices in catalogs, etc.
o Turnover ratios, which are the result of dividing the sum of twelve months cost of goods sold by the average of the same twelve months end-of-month inventory values.
Efficiency Measures
o The ratio of the administrative acquisition or order lead times to industry norms.
o Cost per receipt and issue. The cost of receiving items and issuing items by a storage activity.
o Response time. The time interval from the date a customer enters an order to the date the material is received by the customer and recorded. This may be calculated based on average wait time for all customer orders or on a statistically valid sample.
o Report of Discrepancy (ROD) processing time. The time interval from the date of each ROD to issuance of the response to a customer. This measures how quickly the supplier is responding to the customer.
FBMS Activity -- XIII.5.B MONITORING PROCESS |
F |
6 |
Activity |
F |
|
Program Planning and Monitoring (FBMS) |
Inventory Control |
Supply Chain Management |
| N0: Conduct Assessments to Inform Decisions on Non-Energy Mineral Resources |
Investigations that evaluate the distribution, status, condition, or other relevant aspects of one or more non-energy mineral resource(s) may be conducted on a geographic basis. Activities may include data collection, inventory, monitoring, analysis, management, interpretation, evaluation, and synthesis of data. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| N1: Conduct Research to Inform Decisions Non-Energy Mineral Resources |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies that support appropriate use of non-energy minerals. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, models). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| N3: Evaluate Rangeland Health |
Land Health Evaluations and determinations include all costs associated with the reportable unit such as:
Interdisciplinary review of all available data and information to evaluate Land Health Standards and achievement of land use plan objectives in an allotment.
Conducting public participation in an allotment evaluation process.
Preparing the allotment evaluation report.
Evaluating data (including allotment evaluations) to assess achievement of rangeland health standards and conformance with the guidelines for grazing management.
Preparing the document that answers the following questions relative to land health standards: i) is the standard being met? ii) is significant progress being made? iii) is livestock grazing a significant factor in failing to achieve the standards and conform with the guidelines?
GIS support, data management support, contracts/Interagency agreements, equipment purchase/lease/rental.
Compiling and evaluating appropriate data, determining achievement of land health standards, conformance with guidelines, and documenting the determination should be coded to this activity. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| N4: Assess and Evaluate Financial Management Practices (Insular Areas) |
Includes all costs associated with conducting internal and external review of insular area financial management practices (financial accountability data and information), and assessing and evaluating insular area financial management practices and priorities. These costs include those associated with reports, interpretation, synthesis and use of information related to insular area financial management practices. |
F |
5 |
Process |
T |
|
Advising and Consulting |
Advising and Consulting |
Knowledge Creation and Management |
| N5: Conduct Water Resource Development Studies |
Conduct water development feasibility studies to determine beneficial use (unmet needs) and provide information on the feasibility, alternatives and cost of proposed projects. Work under this activity includes gathering and evaluating data on resource demands, potential users of water, and developing a gap analysis or needs assessment; feasibility studies, NEPA documents; conducting public outreach; data analysis; modeling; document preparation; and developing and tracking contracts and grants. |
F |
5 |
Process |
T |
|
Water Resource Planning |
Water Resource Management |
Natural Resources |
| N6: Assess and Evaluate Policies and Programs (Insular Areas) |
Includes all costs associated with providing interdisciplinary review of available data and information to assess and evaluate policies and programs, develop and comment on legislation, and assess/evaluate achievement of strategic and management objectives, including report, interpretation, synthesis and use of information. |
F |
5 |
Process |
T |
|
General Economic Development |
Community and Regional Development |
Community and Social Services |
| N7: Conduct Research to Inform Decisions on Managing Risk from Natural Hazards |
Studies that advance the understanding of scientific principles or processes, or develop new methodologies that support managing risk from natural hazards. Activities may include data collection supporting research or development of a research product, analysis, modeling, synthesis of data, interpretation, management of the research, development of protocols and research methodologies, and development of research products (maps, reports, models). Includes needs and requirements gathering-type workshops, but excludes technical transfer/technical assistance-type workshops and training. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| N8: Conduct Assessments to Inform Decisions on Managing Risk from Natural Ha--> |
Investigations that evaluate the distribution, status, condition, or other relevant aspects of a particular hazard may be conducted on a geographic basis. Investigations that evaluate the health and/or safety risks to communities and to visitors on DOI managed or influenced lands from natural and man-made hazards nationwide. Activities may include data collection, inventory, monitoring, analysis, management, interpretation, evaluation, and synthesis of data. |
F |
5 |
Process |
T |
|
Pollution Prevention - Hazmat |
Pollution Prevention and Control |
Environmental Management |
| N9: Conduct Assessments to Advance Knowledge and Inform Decisions |
Investigations that evaluate the status, condition, or other relevant aspects of a particular resource or area; may be conducted on a geographic basis. Activities may include data collection, inventory, monitoring, analysis, management, interpretation, evaluation, and synthesis of data. |
F |
5 |
Process |
T |
|
Resource Assessments |
Conservation, Marine and Land Management |
Natural Resources |
| Needs Determination (FBMS) |
Needs determination is a supply or logistics function which develops quantity and resource requirements for inventory or production. Inventory planning is the essence of inventory control. Its basic principles are maintaining very current data on customer demand, lead time, internal process costs, and stock levels, and replenishing stocks in a timely manner. The budgetary process is used when the level of inventory balances and activity must be approved through the agency's budget justification and/or legislative procedures. FBMS Activity -- XIII.1 Needs Determination |
F |
5 |
Process |
F |
BUDGETING PROCESS (FBMS)
INVENTORY PLANNING PROCESS (FBMS)
|
MATERIALS INVENTORY FUNCTION (FBMS) |
Inventory Control |
Supply Chain Management |
| NEGOTIATION PROCESS (FBMS) |
This process prepares the pre-negotiation plan that establishes objective, priorities, and potential tradeoffs for discussions with the offeror, and discusses proposals with offerors and evaluates final proposal revisions. FBMS Activity -- III.3.F NEGOTIATION PROCESS |
F |
6 |
Activity |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| NEW CONSTRUCTION NEEDS PROCESS (FBMS) |
The Construction Needs Process identifies, priortizes, and defends construction projects included in the Department's 5 Year Plan. FBMS Activity -- VIII.2.D NEW CONSTRUCTION NEEDS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Non-Federal Sponsored Travel (FBMS) |
The travel system must track and report the travel process for the acceptance of payment in-cash or in-kind acceptance of services from non-federal sources to defray in whole or in part the travel or related expenses of Federal employees in accordance with FTR 304. Appropriate ethics re-quirements/authorizations must also be met. FBMS Activity -- VI.3 Non-Federal Sponsored Travel |
F |
5 |
Process |
F |
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| Official Information Dissemination |
Official Information Dissemination – includes all efforts to provide official government information to external stakeholders through the use of various types of media, such as video, paper, web, etc. |
T |
3 |
Sub Function |
F |
|
|
Official Information Dissemination |
Public Affairs |
| OFFSET PROCESS (FBMS) |
The Offset Process requirement will ensure that TINs of Federal payment recipients are available to facilitate debt collection by offset of Federal payments under the DCIA, and for vendor in-come reporting to the Internal Revenue Service (IRS) as mandated. FBMS Activity -- II.4.E OFFSET PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| Offshore Federal Audits |
MRM BRM |
F |
7 |
Task |
T |
C37: Audit Federal - Offshore Mineral Revenues
CAW: Carryover Audit Work - Offshore
|
Audits |
Energy Resource Management |
Energy |
| Offshore Federal Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
C04: Review Compliance Fed Offshore - Company Cycle
C05: Review Compliance Fed Offshore - Property Cycle
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Offshore Federal Reviews - Limited-scope |
MRM BRM |
F |
7 |
Task |
T |
CLC: Limited Scope Compliance Review - Offshore
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Onshore Federal Audits |
MRM BRM |
F |
7 |
Task |
T |
C41: Audit Federal - Onshore Oil & Gas Revenues
CAX: Carryover Audit Work - Federal Onshore Oil & Gas
|
Audits |
Energy Resource Management |
Energy |
| Onshore Federal Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
C17: RIV Compliance Review - Fed Onshore Oil & Gas
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Onshore Federal STRAC Audits |
MRM BRM |
F |
7 |
Task |
T |
C33: Finalize 205 Audit Orders
C35: Support State Audit Agreements
CB4: Review Cooperative Agreements (Federal Portion)
CC1: Support STRAC (Federal Portion)
|
Audits |
Energy Resource Management |
Energy |
| Onshore Indian Reviews - Limited-scope |
MRM BRM |
F |
7 |
Task |
T |
CLD: Limited Scope Compliance Review - Federal Onshore Oil & Gas
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Open Litigation/False Claim Cases |
MRM BRM |
F |
7 |
Task |
T |
CF3: Support Litigation Cases - Federal Onshore
CF4: Support Litigation Cases - Offshore
CF5: Support Litigation Cases - Indian
|
Settlements/ Decisions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Operate and Maintain IT Investments |
MRM BRM |
F |
7 |
Task |
F |
IMA: Provide IT Customer Support
IMB: Provide IT Telecommunications
IMC: Perform Application Development
IMD: Perform Application Maintenance
IME: Provide IT Infrastructure Support
IMF: Provide Data Resource Management
IMG: Provide Web Administration
IMJ: Manage Enterprise Licensing
IMK: Conduct IT Project Management
IMN: IT Shared Services - MRM
IMS: IT Active Directory - MRM
YMA: Provide IT Customer Support (Carryover)
YMC: Perform Application Development (Carryover)
|
Operating and Maintaining Investments |
Lifecycle/Change Management |
Information and Technology Management |
| Operating and Maintaining Investments |
MRM BRM |
F |
6 |
Activity |
F |
Operate and Maintain IT Investments
|
82: Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| OPERATING EXPENSE FINANCIAL TRACKING PROCESS (FBMS) |
This process records the operating expenses related to real property assets. FBMS Activity -- VIII.4.C OPERATING EXPENSE FINANCIAL TRACKING PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Real Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| OPERATING LEASE MANAGEMENT PROCESS (FBMS) |
The Operating Lease Management Process provides the support for tracking operating leases and managing performance of the lessor in providing necessary space. FBMS Activity -- VIII.3.B OPERATING LEASE MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Real Property Lease (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Operational Defense |
Operational Defense – involves linking tactics and strategy by establishing operational objectives needed to accomplish the strategic objectives, sequencing events to achieve the operational objectives, initiating actions, and applying resources to bring |
T |
3 |
Sub Function |
T |
|
|
Operational Defense |
Defense and National Security |
| Organization and Position Management |
Organization and Position Management – designs, develops, and implements organizational and position structures that create a high-performance, competency-driven framework that both advances the agency mission and serves agency human capital needs. |
T |
3 |
Sub Function |
F |
|
|
Organization and Position Management |
Human Resource Management |
| OS: Deliver Oil to DOE for Strategic Petroleum Reserve |
|
F |
1 |
Unknown |
F |
RIK Barrels to SPR
|
|
|
|
| Other Audits |
MRM BRM |
F |
7 |
Task |
T |
C09: Support CAM Systems - non-RIK (50% to Audits)
C64: Audit and Analyze - Other Types
CD5: Receive Training - CAM (50% to Audits)
CEA: 2005 Energy Act Implementation - CAM (50% to Audits)
CG5: General Management Support - CAM (50% to Audits)
CG8: CAM - Other Bureau Projects (50% to Audits)
CH1: Management Control Review - non-RIK (50% to Audits)
CH5: Records Management - Federal non-RIK (50% to Audits)
CLN: CAM Leave - CAM (50% to Audits)
CRA: Random Audit - CAM
CSN: Safety Net Audit
YC9: Support CAM Systems - CAM (Carryover) (50% to Audits)
|
Audits |
Energy Resource Management |
Energy |
| Other Compliance Reviews |
MRM BRM |
F |
7 |
Task |
T |
C09: Support CAM Sytems - non-RIK (50% to Compliance Reviews (CR))
CC2: Perform Internal Quality Control Reviews
CD5: Receive Training - CAM (50% to Compliance Reviews (CR))
CEA: 2005 Energy Act Implementation - CAM (50% to Compliance Reviews (CR))
CG5: General Management Support - CAM (50% to Compliance Reviews (CR))
CG8: CAM - Other Bureau Projects (50% to Compliance Reviews (CR))
CH1: Management Control Review - non-RIK (50% to Compliance Reviews (CR))
CH3: External Audit Liaison/Reports - non-RIK
CH5: Records Management - Federal non-RIK (50% to Compliance Reviews (CR))
CLN: CAM Leave - CAM (50% to Compliance Reviews (CR))
CSV: Non-Audit Background Analysis
YC9: Support CAM Sytems - CAM (Carryover) (50% to Compliance Reviews (CR))
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Other Reporting Requirements (FBMS) |
This sub-function provides requirements for two types of reporting:
o Transaction History: a complete transaction history of each loan
o External Reporting Requirements: Agencies' direct loan systems must be capable of supporting the ex-ternal reporting requirements of OMB and Treasury, including those associated with the FCRA of 1990 and the CFO Act of 1990. These external reports rely on supplemental financial data resident in the di-rect loan system, although they are generated from the general ledger.
FBMS Activity -- XII.6 Other Reporting Requirements |
F |
5 |
Process |
F |
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| P1: Manage and Preserve Trust Records |
Includes all costs associated with creating, managing, and preserving trust records with adequate and proper documentation so that the information necessary to fulfill DOI’s fiduciary responsibilities is protected, available, and accessible to beneficiaries as follows:
Ensure necessary Indian records are maintained;
Evaluate the trust records program at the agency and regional office level of BIA/OST;
Develop record retrieval policies and procedures and informing customers of policies and procedures;
Records retention needs are met through authorized schedules in accordance with National Archives and Records Administration (NARA);
Records are safeguarded throughout their life-cycle by developing and implementing records preservation technology plan, improve security for existing facilities, and consolidation of all records to be in the possession at the Federal Records Center (FRC). |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| Package Report |
|
F |
8 |
Task |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| PAG: Implement A-76/Competitive Sourcing |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| Pay Processing |
This process support the requirement to comply with statutory and regulatory requirements when processing transactions and providing decision support capabilities in accomplishing activities associated with calculating and paying employees. FBMS Activity -- X.10 Pay Processing |
F |
4 |
Function |
F |
ADJUST PAY CALCULATIONS
CALCULATE AND APPLY DEDUCTIONS
CALCULATE GROSS PAY
GENERATE PAYMENTS
MAINTAIN DATA
|
Compensation Management |
Compensation Management |
Human Resource Management |
| PAYEE INFORMATION MAINTENANCE PROCESS (FBMS) |
The term payee is used here to include any entity to which disbursement may be made, for exam-ple, individuals and organizations providing goods and services, employees, grant recipients, loan re-cipients, and other government agencies. Payee information needed to make payments should be coordinated with information needed for other purposes and in other systems. For example, a company that provides goods and services to Interior or any of its bureaus should use a common identi-fier, the bureau number, associated with it that is shared by the procurement and payment processes. With this common identifier, contract information and payment information can be linked, even if the addresses for ordering and paying are different. Furthermore, if the same company was also to receive payments from the agency, such as a loan, that information should also be available to the procure-ment and payment processes. FBMS Activity -- II.2.A PAYEE INFORMATION MAINTENANCE PROCESS |
F |
5 |
Process |
F |
|
Payment Management (FBMS) |
Payments |
Financial Management |
| PAYMENT CONFIRMATION AND FOLLOW-UP PROCESS (FBMS) |
The Payment Confirmation and Follow-up Process confirms that disbursements were made as anticipated and supports inquiries from vendors regarding payments and reporting requirements relat-ing to the Payment Management function. FBMS Activity -- II.2.D PAYMENT CONFIRMATION AND FOLLOW-UP PROCESS |
F |
5 |
Process |
F |
|
Payment Management (FBMS) |
Payments |
Financial Management |
| PAYMENT EXECUTION PROCESS (FBMS) |
The Payment Execution Process supports activities required to make a payment that was warehoused or to record a payment made by another system. The system should provide the capability to capture, store and process information needed to create EFT payments for agencies for which Treasury does the actual disbursing and prepare requests for disbursements that are transmitted to Treasury. Some agencies have their own disbursing authority and can print checks or make electronic transfers themselves. FBMS Activity -- II.2.C PAYMENT EXECUTION PROCESS |
F |
5 |
Process |
F |
|
Payment Management (FBMS) |
Payments |
Financial Management |
| Payment Management (FBMS) |
The Payment Management sub-function should provide appropriate control over all payments made by or on behalf of an agency. Agencies make payments to vendors in accordance with contracts; to state govern-ments under a variety of programs; to employees for salaries and expense reimbursements; to other Fed-eral agencies for reimbursable work performed; to individual citizens receiving Federal benefits; to re-cipients of Federal loans; and for many other reasons.
Title 5 Part 1315 of the Code of Federal Regulations (CFR) requires that agencies must make payments to vendors on time, pay interest penalties when payments are late, and take discounts only when payments are made on or before the discount date. The Cash Management Improvement Act (CMIA) specifies re-quirements for payments made to states. Regulations implementing CMIA are at Title 31 CFR 205. Other regulations affect payments made for travel, payroll, benefits, and other purposes.
Depending on an agency's system architecture, specific activities performed relating to payments may be supported by other systems that provide transaction data to the Core financial system for control and management purposes. Other systems may also support activities that lead up to the payment stage, such as recording obligations and expenditures and establishing payables, but depend on the Core financial system to manage the actual payment process itself. FBMS Activity -- II.2 Payment Management |
F |
4 |
Function |
F |
PAYEE INFORMATION MAINTENANCE PROCESS (FBMS)
PAYMENT CONFIRMATION AND FOLLOW-UP PROCESS (FBMS)
PAYMENT EXECUTION PROCESS (FBMS)
PAYMENT WAREHOUSING PROCESS (FBMS)
|
Payments |
Payments |
Financial Management |
| PAYMENT OF BANK OF AMERICA BILL PROCESS (FBMS) |
This is the process that pays for these charges that are billed to the employee. IV.4.B PAYMENT OF BANK OF AMERICA BILL PROCESS |
F |
6 |
Activity |
F |
|
Employee Billed Transactions (FBMS) |
Payments |
Financial Management |
| PAYMENT OF BANK OF AMERICA INVOICE PROCESS (FBMS) |
This is the process that processes payments to BOA for centrally billed transactions. FBMS Activity -- IV.3.B PAYMENT OF BANK OF AMERICA INVOICE PROCESS |
F |
6 |
Activity |
F |
|
Centrally Billed Transaction Processing (FBMS) |
Payments |
Financial Management |
| PAYMENT OF BOA PROCESS (FBMS) |
This is the process that processes the payment of the electronic invoice from BOA. FBMS Activity -- IV.5.D PAYMENT OF BOA PROCESS |
F |
6 |
Activity |
F |
|
Card Operations for Uniforms (FBMS) |
Payments |
Financial Management |
| PAYMENT PROCESS (FBMS) |
Payment requests must carry accounting information sufficient to associate amounts requested with the specific grant(s), unless pooling arrangements have been made, allowing delayed reconciliation of accounts.
Existing grants often require modification. Modifications for which the grant financial system must account include changes in the dollar amount awarded and extensions of the grant period.
FBMS Activity -- VII.2.D PAYMENT PROCESS |
F |
6 |
Activity |
F |
|
Post-Award (FBMS) |
Funds Control |
Financial Management |
| PAYMENT WAREHOUSING PROCESS (FBMS) |
The Payment Warehousing Process recognizes and records payments due to another entity in the near term. These payments may be due for any of several reasons, for example, as a result of receiving goods and services in accordance with contract terms, under a loan or grant agreement, as an advance payment for goods or services to be provided in the future, or as a progress payment under a construction contract.
Title 5, Part 1315 of the CFR requires documentation to support payment of invoices and interest penalties, including information from contracts, purchase orders, invoices, and receiving reports. These documents should be matched through a process, which may be automated, manual, or a com-bination, that ensures that payments are made in accordance with contract terms and applicable regu-lations. Adequate internal controls should be in place to verify that goods and services paid for were actually ordered and received and are paid for only once and at the agreed-upon price.
FBMS Activity -- II.2.B PAYMENT WAREHOUSING PROCESS |
F |
5 |
Process |
F |
|
Payment Management (FBMS) |
Payments |
Financial Management |
| Payments |
Payments – includes disbursements of federal funds, via a variety of mechanisms, to federal and private individuals, federal agencies, state, local and international governments, and the private sector, to effect payment for goods and services, or distrib |
T |
3 |
Sub Function |
F |
Payment Management (FBMS)
Program Payments
SMARTPAY PROGRAM (FBMS)
|
|
Payments |
Financial Management |
| PAYROLL DEDUCTION PROCESS (FBMS) |
An interface is needed between QMIS and the Payroll System. An interface is needed be-tween QMIS and the Facilities Maintenance System. Rent is normally deducted from em-ployee's salary and, by law, it is required to be reimbursed to the appropriation from which is came. Public Laws 98-473 and 100-466 require rental receipts to be deposited in a special fund for maintenance and operation of quarters.
Rent payment goes to appropriation used for salary. While QMIS provides an essential element in the management of quarters, the housing program needs additional data to determine if calculated rent is actually being paid.
An effective housing management program also needs to capture specific data regarding maintenance and operational expenses at the unit level.
FBMS Activity -- VIII.5.B PAYROLL DEDUCTION PROCESS |
F |
6 |
Activity |
F |
|
Government Quarters Rental, Operation, and Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Performance Management (FBMS) |
The Performance Management sub-function is very broad. The GPRA requires agencies to provide the Office of Management and Budget and Congress with a report on its accomplishments, goals, and targets established in the past fiscal year. The Performance Management sub-function must support this requirement. However, performance management is more than GPRA. Resources are appropriated to Interior by Con-gress through the annual appropriation cycle, and by the collection of fees and reimbursable charges (non-appropriated). These resources may or may not be used in carrying out Interior programs. Performance management must be able to evaluate if these resources are being use in the most appropriate manner and working to achieve the Department's mission. Further, activities of employees and other operational costs (such as utilities, costs of conducting program work, etc.) need to be directed toward the 'activities' necessary to deliver results. The requirement for Performance and Activity Base Costing/Cost Management efforts has arose from taxpayers and customers requests to make government more responsive and efficient and the need to understand the cost of particular activities to better allocate and manage costs. This sub-function needs to provide the data and analytical capabilities to carry out the performance management responsibilities of Interior. FBMS Activity -- XI.3 Performance Management |
F |
5 |
Process |
F |
|
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS) |
Reporting and Information |
Financial Management |
| Permits and Licensing |
Permits and Licensing – involves activities associated with granting, revoking, and the overall management of the documented authority necessary to perform a regulated task or function. |
T |
3 |
Sub Function |
F |
|
|
Permits and Licensing |
Regulatory Compliance and Enforcement |
| Personal Property Data Exchange (FBMS) |
This sub-function provides and/or receives data information between systems such as the core fi-nancial system or the acquisition system. In addition, the purpose is to provide a single point of entry for data that would populate the property management database and all databases with which the property management system interfaces. FBMS Activity -- V.4 Personal Property Data Exchange |
F |
5 |
Process |
F |
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
The Personal Property Function supports physical and accounting control over personal property of the Department of the Interior. The personal property management program for each bureau provides for accountability in the initial asset acquisition, tracking and control, utilization and disposition of accountable personal property in the Department of the Interior. The program also provides overall accountability for all accountable personal property acquired by or in the cus-tody of the bureau contractors/grantees. The need to account for and safeguard property is fun-damental to good management practices since loss, destruction or damage to personnel property due to negligence could result in financial loss.
The program carries out the policies and requirements of the applicable Federal Property Man-agement Regulations (FPMR), 41 CFR 101-: Federal Management Regulations (FMR) Chapter 102;- Interior Property Management Regulations (IPMR), 41 CFR 114 and 410 DM 114-60: and applicable General Accounting Office and bureau policies and procedures.
Accountable personal property is property for which detailed accountability or property control records are required and maintained. Accountable personal property has continuing use as a self-contained unit, is not consumed in use, does not loose its identity when put to use, and does not become a component of other equipment or real property. Fleet management must comply with personal property management requirements. FBMS Activity -- V. PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION |
F |
4 |
Function |
F |
Accounting for Property (FBMS)
Acquiring/Receiving of Personal Property (FBMS)
Fleet Unique Tracking (FBMS)
Managing Property (FBMS)
Personal Property Data Exchange (FBMS)
Personal Property Reporting (FBMS)
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Personal Property Reporting (FBMS) |
The property management function has various reporting requirements. The most important is an annual inventory report listing that is sent to each office for verification and certification. There are two annual reports required by the Federal Management Regulations: FMR 102-36, Report of Personal Property Furnished to Other than a Federal Agency (this is a report of non-excess personal property no longer needed for the purposes of the appropriation from which it was purchased) and subsequently furnished to other than a Federal recipient; FMR102-39, Exchange/Sale Report (this is a report of all property disposed of under the exchange/sale authority.)
In addition to these annual requirements, property managers are asked to provide ad-hoc reports to program managers, for Congressional inquiries, to respond to freedom of information requests. These ad-hoc reporting requirements vary in size and scope and therefore, require flexibility in the abilities of the personal property system to produce them.
FBMS Activity -- V.5 Personal Property Reporting |
F |
5 |
Process |
F |
|
PERSONAL PROPERTY MANAGEMENT AND FLEET FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Personnel Action Administration |
This process supports the requirement to ensure that statutory and regulatory authorities that authorize the processing of the action is correctly cited and documented. This includes, for example, entering the pre-scribed remarks, retained grade expiration date, career-conditional conversion date, probationary period expiration date, pay setting and leave accrual category. FBMS Activity -- X.4. Personnel Action Administration |
F |
4 |
Function |
F |
FINALIZE PERSONNEL ACTIONS
RECORDS UPKEEP
|
Employee Relations |
Employee Relations |
Human Resource Management |
| Plan IT Investments |
MRM BRM |
F |
7 |
Task |
F |
IMH: Conduct IT Policy and Planning Development
|
Investment Planning |
Lifecycle/Change Management |
Information and Technology Management |
| Plan Response |
If the Validate Fire activity requires a response, the plan is developed to address the environmental and land use conditions and constraints to ensure that adequate knowledge is brought to the creation of the plan. Priorities are established in the context of other active wildland fire resource demands. |
F |
6 |
Activity |
T |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| PMA: Perform Budgeting Duties |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMB: Provide General Management |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMC: Provide General Administrative Support |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMD: Deliver Official Public Information |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMF: Implement FBMS |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMG: Implement A-76/Competitive Sourcing (MRM Funded) |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMK: Katrina Recovery Non-mission Labor |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PML: 2005 Energy Act Implementation- General Mgmt |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| PMR: Statistical Reporting–Development Project? |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| POLICIES AND STANDARDS PROCESS (FBMS) |
The Policies and Standards Process determines the methods to be used to set prices, value inventory held for sale, and identify the costs associated with work-in-process. Once management determines what the methods are to be, the inventory system software and information stores are set up or modified to imple-ment those methods. Valuation of inventory will follow SFFAS Number 3 requirements to value inven-tory at either (1) historical costs or (2) latest acquisition cost. Definition of the cost methods and practices will follow FASAB cost accounting standards, when issued. Supporting cost accounting systems (manual or automated) are outside the scope of this document. SFFAS Number 3 allows, but does not require, the assignment of standard costs to inventory items to be used if the results reasonably approximate those of one of the acceptable historical cost methods identified in the SFFAS Number 3.
Standard costs are costs estimated in advance that are expected to be incurred in making a product or performing a service. This process consists of the following activities: Pricing Method Determination, Valuation Method Determination (Inventory Held for Sale), and Cost Method Determination (Inventory in the Process of Production for Sale).
o Pricing Method Determination. This activity establishes the methods to be used in determining the appropriate price to be charged to customers in return for goods sold or services provided.
o Valuation Method Determination (Inventory Held for Sale). This activity establishes the methods to be used when determining how to value inventory held for sale and for accumulating inventory operating costs.
o Cost Method Determination (Inventory in the Process of Production for Sale). This activity establishes methods complying with SFFAS Number 3 to be used when determining how to determine costs for inventory items in the process of production (work-in-process), i.e., in the process of being repaired or manufactured.
FBMS Activity -- XIII.5.A POLICIES AND STANDARDS PROCESS |
F |
6 |
Activity |
F |
|
Program Planning and Monitoring (FBMS) |
Inventory Control |
Supply Chain Management |
| Policy and Guidance Development |
Policy and Guidance Development – involves the creation and dissemination of guidelines to assist in the interpretation and implementation of regulations. |
T |
3 |
Sub Function |
F |
|
|
Policy and Guidance Development |
Regulatory Development |
| Pollution Prevention - Hazmat |
Pollution Prevention Hazmat includes all activities associated with identifying identifying and monitoring Hazamat sites. |
F |
4 |
Function |
T |
3G: Process Hazmat Cost Avoidance/Recovery Cases
8W: Mitigate Hazmat Risk Sites
J1: Assess Risk To Public From Natural And Man Made Hazards
J3: Assess Hazmat Sites
N8: Conduct Assessments to Inform Decisions on Managing Risk from Natural Ha-->
|
Pollution Prevention and Control |
Pollution Prevention and Control |
Environmental Management |
| Pollution Prevention and Control |
Pollution Prevention and Control – includes activities associated with identifying appropriate pollution standards and controlling levels of harmful substances emitted into the soil, water and atmosphere from manmade sources. Environmental mitigation proj |
T |
3 |
Sub Function |
T |
Pollution Prevention - Hazmat
|
|
Pollution Prevention and Control |
Environmental Management |
| Population Health Management and Consumer Safety |
Population Health Management and Consumer Safety – assesses health indicators and consumer products as a means to protect and promote the health of the general population. This includes monitoring of health, health planning, and health management of human |
T |
3 |
Sub Function |
T |
Illness Prevention
Immunization Management
Public Health Monitoring
|
|
Population Health Management and Consumer Safety |
Health |
| Portal User Profile Creation |
The process to support the e-user to create customization of their RecOneStop portal profile. |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Portfolio Management (FBMS) |
The Portfolio Management sub-function supports the management and performance evaluation of the di-rect loan program and its portfolio. It also supports program financing and management of portfolio sales. FBMS Activity -- XII.4 Portfolio Management |
F |
5 |
Process |
F |
PORTFOLIO PERFORMANCE PROCESS (FBMS)
PORTFOLIO SALES PROCESS (FBMS)
PROGRAM FINANCING PROCESS (FBMS)
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| PORTFOLIO PERFORMANCE PROCESS (FBMS) |
Agencies must maintain adequate and up-to-date information on the status of their loan portfolio to evaluate management and program effectiveness. Agencies need information about the status and quality of the loan portfolio to monitor its financial health. The Portfolio Performance Process consists of the following major activities:
o Identify Loans for Evaluation, and
o Compute Portfolio Performance Measures activities.
FBMS Activity -- XII.4.A PORTFOLIO PERFORMANCE PROCESS |
F |
6 |
Activity |
F |
|
Portfolio Management (FBMS) |
Funds Control |
Financial Management |
| PORTFOLIO SALES PROCESS (FBMS) |
OMB Circular A-129 states that Federal loans may be sold to a non-Federal entity without recourse, with the approval of OMB and Treasury. Federal loans may be sold with recourse if there is statutory authority for such sales. When a loan is sold without recourse, the Federal Government neither war-rants future payments of interest and principal nor takes any service or collection responsibilities after the sale. If a loan is sold with recourse, the Federal Government is required to reimburse or repur-chase the loan if the loan cannot be collected. Under the FCRA, the sale of direct loans is considered a loan modification subject to credit reform budgeting and accounting requirements. Additional guidelines for loan asset sales and prepayment programs are provided in the credit supplement to the TFM.
The Portfolio Sales process consists of the following major activities:
o Prepare Portfolio for Sale or Prepayment,
o Conduct Prepayment Program, and
o Execute Portfolio Sales.
FBMS Activity -- XII.4.C PORTFOLIO SALES PROCESS |
F |
6 |
Activity |
F |
|
Portfolio Management (FBMS) |
Funds Control |
Financial Management |
| Position Management and Classification |
This sub-function supports the Federal government requirement to comply with statutory and regulatory re-quirements when processing transactions and providing decision support capabilities for position man-agement and classification activities. This includes documenting regulatory determinations that are derived from the position and applying appropriate classification standards. For example, Fair Labor Standards Act (FLSA), competitive level, bargaining unit status, and applicable classification determina-tions (title, series, and grade). FBMS Activity -- X.2 Position Management and Classification |
F |
4 |
Function |
F |
ANALYZE ORGANIZATION STRUCTURE
CLASSIFY POSITIONS
EVALUATE DUTIES AND RESPONSIBILITIES
PROCESS ASSOCIATED HUMAN RESOURCES DATA
|
Employee Relations |
Employee Relations |
Human Resource Management |
| Postal Service |
Postal Services provides for the timely and consistent exchange and delivery of mail and packages between businesses, organizations, and residents of the United States or between businesses, organizations, and residents of the United States and the rest |
T |
3 |
Sub Function |
T |
|
|
Postal Service |
Community and Social Services |
| Post-Award (FBMS) |
On the basis of the award, the grantee may then proceed to perform as prescribed, incurring authorized costs and requesting payment from one of the designated government-wide drawdown systems. FBMS Activity -- VII.2 Post-Award |
F |
5 |
Process |
F |
CLOSEOUT PROCESS (FBMS)
COST ACCRUALS PROCESS (FBMS)
GRANT FINANCIAL PERFORMANCE MANAGEMENT PROCESS (FBMS)
GRANT MODIFICATION PROCESS (FBMS)
GRANT PROGRAM PERFORMANCE MANAGEMENT PROCESS (FBMS)
PAYMENT PROCESS (FBMS)
|
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Funds Control |
Financial Management |
| Post-Award Administration (FBMS) |
Post-award administration oversees the contract from award through completion. FBMS Activity -- III.4. Post-Award Administration |
F |
5 |
Process |
F |
COMPLETION PROCESS (FBMS)
CONTRACT ADMINISTRATION PLANNING PROCESS (FBMS)
CONTRACT MODIFICATIONS PROCESS (FBMS)
CONTRACT MONITORING PROCESS (FBMS)
CONTRACT PAYMENT AGAINST INVOICES PROCESS (FBMS)
PROPERTY ADMINISTRATION PROCESS (FBMS)
TERMINATION PROCESS (FBMS)
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Pre-Award (FBMS) |
The life cycle of a grant includes application, review, award, performance, payment, and closeout. FBMS Activity -- VII.1 Pre-Award |
F |
5 |
Process |
F |
APPLICATION PROCESS (FBMS)
PRE-AWARD PROCESS- (FBMS)
REVIEW APPLICATION PROCESS (FBMS)
|
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Funds Control |
Financial Management |
| PRE-AWARD PROCESS- (FBMS) |
Notification of award (or declination) ends this part of the grant process. This process includes the commitment of funds by the approving official(s).
A mandatory or discretionary award notification includes information on budget amounts, required reports (administrative, financial, and technical), regulatory requirements, and other instructions as part of the grant's terms and conditions.
FBMS Activity -- VII.1.C AWARD PROCESS |
F |
6 |
Activity |
F |
|
Pre-Award (FBMS) |
Funds Control |
Financial Management |
| PREPARE STAFFING PLANS |
In conjunction with managers, process historical information to identify both short and long term staffing needs. FBMS Activity -- X.3.A PREPARE STAFFING PLANS |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| Present Trip Options to Customer |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Presolicitation (FBMS) |
The pre-solicitation involves the processes necessary to define what is to be acquired and how it should be acquired. FBMS Activity -- III.2 Presolicitation |
F |
5 |
Process |
F |
DETERMINE METHOD OF PROCUREMENT PROCESS (FBMS)
FUNDING VERIFICATION PROCESS (FBMS)
MARKET RESEARCH (FBMS)
PURCHASE REQUEST PROCESS (FBMS)
REQUIREMENT DEFINITION PROCESS (FBMS)
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Prevention Activities |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Process Actions: Lease, Agreement and Well |
MRM BRM |
F |
6 |
Activity |
F |
Process Letter and Agreement Actions
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| PROCESS ASSOCIATED HUMAN RESOURCES DATA |
Update position and manpower information in the appropriate personnel files and produce the neces-sary documentation. FBMS Activity -- X.2.D PROCESS ASSOCIATED HUMAN RESOURCES DATA |
F |
5 |
Process |
F |
|
Position Management and Classification |
Employee Relations |
Human Resource Management |
| Process Checks and Dccuments |
MRM BRM |
F |
7 |
Task |
F |
F07: Process Revenue and Documents
|
Processing Checks and Documents |
User Fee Collection |
Revenue Collection |
| Process Financial Lease Terms Invoices |
MRM BRM |
F |
7 |
Task |
F |
F22: Process Financial Lease Terms Invoices
|
Processing Invoices |
User Fee Collection |
Revenue Collection |
| Process Interest Invoices |
MRM BRM |
F |
7 |
Task |
F |
F70: Process Late Payment Invoices - non-RIK
F71: Process Late Payment Invoices - RIK
|
Processing Invoices |
User Fee Collection |
Revenue Collection |
| Process IOR Invoices |
MRM BRM |
F |
7 |
Task |
F |
F23: Process Indian Recoupments
|
Processing Invoices |
User Fee Collection |
Revenue Collection |
| PROCESS LEAVE |
Process leave for each reported leave type at the end of each effective pay period. Process advances, accruals, and restored leave before usages are applied to the appropriate available balance. FBMS Activity -- X.9.B PROCESS LEAVE |
F |
5 |
Process |
F |
|
Leave Processing |
Benefits Management |
Human Resource Management |
| Process Letter and Agreement Actions |
MRM BRM |
F |
7 |
Task |
F |
F66: Maintain Reference Data - non-RIK
F67: Maintain Reference Data - RIK
|
Process Actions: Lease, Agreement and Well |
User Fee Collection |
Revenue Collection |
| Process Manual Invoices |
MRM BRM |
F |
7 |
Task |
F |
F41: Process Manual Invoices
|
Processing Invoices |
User Fee Collection |
Revenue Collection |
| Process Refund |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Process the Refund |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Process Well Actions |
MRM BRM |
F |
7 |
Task |
F |
F10: Maintain Well/FMP Data
|
Processing Actions |
User Fee Collection |
Revenue Collection |
| Processing Actions |
MRM BRM |
F |
6 |
Activity |
F |
Process Well Actions
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Processing Checks and Documents |
MRM BRM |
F |
6 |
Activity |
F |
Process Checks and Dccuments
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Processing Invoices |
MRM BRM |
F |
6 |
Activity |
F |
Process Financial Lease Terms Invoices
Process Interest Invoices
Process IOR Invoices
Process Manual Invoices
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Procurement Systems Management (FBMS) |
Security: Needs to provide the necessary security measures to insure separation of functions (i.e. Requistioners, approvers, acquisition, finance, property…), access to software, privacy of documents and allow sharing of documents among users having the same rights.
Policy: Provides for the inclusion of clauses and provisions developed by the Department, Bureaus and local entities. Provide for setting of process to accommodate local and Bureau policies and procedures.
This sub-function also provides the ability to manage documents and workload including assignment of work to individuals by managers, ability to track workload both ongoing and completed, and ability to archive documents that are com-pleted and no longer are needed as active.
FBMS Activity -- III.7. Procurement Systems Management |
F |
5 |
Process |
F |
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Product Outreach |
Product Outreach – relates to the marketing of government services products, and programs to the general public in an attempt to promote awareness and increase the number of customers/beneficiaries of those services and programs. |
T |
3 |
Sub Function |
F |
|
|
Product Outreach |
Public Affairs |
| Program Evaluation |
Program Evaluation – involves the analysis of internal and external program effectiveness and the determination of corrective actions as appropriate. |
T |
3 |
Sub Function |
F |
|
|
Program Evaluation |
Controls and Oversight |
| PROGRAM FINANCING PROCESS (FBMS) |
In accordance with the FCRA of 1990 and OMB guidance, agencies have several components to credit program financing, including Treasury borrowing, subsidy re-estimates, and working capital funding. Agencies borrow from the Treasury to finance the unsubsidized portion of loans disbursed and to make interest payments to Treasury if insufficient funds are available at the time. Agencies must re-estimate subsidy costs to reflect differences in interest rates between the time of obligation and disbursement and changes in projected cash flows. Finally, agencies may elect to set aside funds as working capital to finance costs associated with foreclosing, managing, and selling collateral.
Agencies should use the Funds Management function of the core financial system to record the ap-propriations, apportionments, and limitations associated with the Program Account and Financing Account for each credit program. The direct loan system would access the core financial system to perform funds control validation.
Accounting for and controlling administrative expenses related to credit programs can be accom-plished in the core financial system, so this activity would not normally be included in the direct loan system. The Program Financing process consists of the following major activities:
o Support Treasury Borrowing Calculations,
o Support Subsidy Estimate
o Support Subsidy Re-estimates, and
o Analyze Working Capital Needs.
FBMS Activity -- XII.4.B PROGRAM FINANCING PROCESS |
F |
6 |
Activity |
F |
|
Portfolio Management (FBMS) |
Funds Control |
Financial Management |
| Program Monitoring |
Program Monitoring – involves the data gathering activities required to determine the effectiveness of internal and external programs and the extent to which they comply with related laws, regulations, and policies. |
T |
3 |
Sub Function |
F |
|
|
Program Monitoring |
Controls and Oversight |
| Program Payments |
General Category to provide umbrella for a multitude of payment activites from program initiatives. |
F |
4 |
Function |
F |
Recreation Payments
|
Payments |
Payments |
Financial Management |
| Program Planning and Monitoring (FBMS) |
To support efficient, effective, and economical inventory levels and usage of inventory items, agencies must provide adequate planning and monitoring processes for their inventory activities. Policies and stan-dards which are reasonable and consistent with agency mission objectives must be established for pricing inventory items, valuing inventory held for sale, and determining the cost of inventory items in the proc-ess of production for sale. Ongoing monitoring and performance reporting is needed to verify that the policies are being carried out properly and are continuing to be appropriately defined. FBMS Activity -- XIII.5 Program Planning and Monitoring |
F |
5 |
Process |
F |
MONITORING PROCESS (FBMS)
POLICIES AND STANDARDS PROCESS (FBMS)
|
MATERIALS INVENTORY FUNCTION (FBMS) |
Inventory Control |
Supply Chain Management |
| Project/Competitive Grants |
Project/Competitive Grants – involves the funding, for fixed or known periods, of projects. Project/Competitive grants can include fellowships, scholarships, research grants, training grants, traineeships, experimental and demonstration grants, evaluation |
T |
3 |
Sub Function |
F |
|
|
Project/Competitive Grants |
Transfers to States and Local Governments |
| PROPERTY ADMINISTRATION PROCESS (FBMS) |
This process establishes reporting requirement and monitors delivery of Government prop-erty, monitors contractor property control systems and use of Government furnished property, determines liability for damage or misuse and negotiates considerations, and recovers or dispose of the property. FBMS Activity -- III.4.C PROPERTY ADMINISTRATION PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Property Data Exchange (FBMS) |
The Real Property Management system, to include subsystems that capture or generate property manage-ment information, must be capable of interfacing with other financial and mixed systems. The property management system should be able to process transactions from other systems and record and track such transactions and related information to provide the basis for central control. Where interfaces exist, there will be two-way interfaces associated between systems. Where the property management system relies upon a subsystem for information or data, such as work-in-process, there should also exist a two-way in-terface, whereby the property management system could provide information to the subsystem involved.
The goal of all system interfaces is to:
o Promote a single point of entry to populate the real property management database and all data-bases with which the property management system interfaces at the same time.
o Ensure that audit trails of all system transactions are captured.
o Facilitate ease of reconciliation between systems to ensure data accuracy.
The Facilities Management Function needs data linkages with the Core Financial Systems, the Real Prop-erty System and the Acquisition Systems.
FBMS Activity -- VIII.6 Property Data Exchange |
F |
5 |
Process |
F |
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Property Protection |
Property Protection – entails all activities performed to ensure the security of civilian and government property as well as foreign diplomatic missions. |
T |
3 |
Sub Function |
T |
Property Protection Functions
|
|
Property Protection |
Law Enforcement |
| Property Protection Functions |
The specific property processes and activities required to ensure public property is protected. |
F |
4 |
Function |
T |
3H: Ensure Safety Compliance in DOI Facilities/Public Lands
|
Property Protection |
Property Protection |
Law Enforcement |
| PROPERTY TRACKING & CONTROL PROCESS (FBMS) |
A skeletal file is created prior to acquiring real property collecting information on negotiations with the real property owner. Once negotiations are complete, a case file is created that includes such items as an environmental site assessment, defined boundaries, easement and rights, and an appraisal reflecting the fair market value of the property.
Property is recognized as accountable when payment is made, relocation of land owners is complete (as applicable), and the deed is recorded. This process addresses assumption of initial physical control when property is placed in service. Property is recognized as accountable when title passes to the en-tity obtaining the property or when there is a transfer of primary jurisdiction over lands between Fed-eral agencies. Real property may be purchased, leased, loaned, granted, transferred, constructed, or donated. The property management system may obtain information from the acquisition system when property is ordered. The property management system records receipt of property and the results of an initial physical inspection regarding the condition of property, whether from contractor, donated, transferred, or gained through discovery. Upon receipt of property, it captures confirmation informa-tion about physical receipt and forwards the information to the acquisition system and the Core Fi-nancial System.
This following section describes activities for recording information relative to the acquisition and re-ceipt of real property. The property management system must:
$ Create a skeletal property record or other mechanism for capturing information on property in-transit from the providing entity (e.g., vendor, donator, loaner, grantor, etc.).
$ Complete the skeletal property record, or create a property record for items with no skeletal property record, upon assuming possession of the item, placing the real property asset in service, or initiation of real estate instrument/grant.
$ Capture the method of acquiring each property item or bulk property items (e.g., direct pur-chase, completed work-in-process(?)(Should this be work-in-progress vs. process?), capital lease, donation, non-reciprocal transfer or reciprocal transfer), and the date of acquisition.
$ Capture date real property is available for use or placed into service, and condition of item re-ceived when a condition assessment was made.
$ Forward physical receipt information, including quantity and date of physical receipt, to the acquisition system and Core Financial System.
$ Capturing the condition of the asset for heritage assets, stewardship land, and general real property for which a pre-acquisition environmental site assessment to determine contaminant infor-mation or a condition assessment survey was performed.
$ Capturing real property information for the Annual Real Property Inventory as directed in Federal Property Management Regulation (FMR) 102-84 (Annual Real Property Inventories).
$ Producing reports in accordance with user defined criteria.
$ Capturing the fact that an environmental or hazardous substance is located on or contained within a property item in accordance with 41 CFR 101-42.202.
$ Distinguishing between capitalized property and expensed property tracked in the property management system.
FBMS Activity -- VIII.1.B PROPERTY TRACKING & CONTROL PROCESS |
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| PROPERTY TRACKING AND CONTROL PROCESS-1 (FBMS) |
This process maintains the bureau's information reflecting all physical, financial and accountability changes which affect each property item during its life from initial acquisition through final disposi-tion. A significant capability of this process is the ability to provide both internal and external management reports.
This process includes:
o Status of Lease/Rental Tracking
o Losses, Disposals, Transfers and Adjustments
o Physical Inventorying
o Monitoring of Government-Owned Personal Property Held by the Contractor/Grantee
o Requirements Forecasting and Budget/Financial Planning, Including Maintenance of Property Subsidiary Ledger
FBMS Activity -- V.1.B PROPERTY TRACKING AND CONTROL PROCESS |
F |
6 |
Activity |
F |
|
Acquiring/Receiving of Personal Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| PROPERTY TRANSFER PROCESS (FBMS) |
The Property Transfer Process tracks property that is available for transfer, processes such transfers and ensures that property records properly reflect the transfer. The process includes:
o Identifying excess property or property held for disposal/retirement.
o Transferring property record data to the property disposal organization or receiving entity capture date of transfer, transferring entity, and recipient organization (disposal organization or recipient entity).
o Capturing all essential information related to excess property and disposal as required by Federal Management Regulation (FMR) 102-36 for applicable agencies.
o Capturing type of disposal action (e.g., retirement, exchange, sale, donation, etc.), final disposition, and date of disposal.
o Capturing property retirement or disposal status.
o Capturing deletions.
o Calculating gain or loss at time of disposal or retirement, sale, exchange, donation.
o Transferring the asset's acquisition cost, accumulated depreciation/amortization, and the amount of gain or loss to the Core Financial System at the time of asset transfer, disposal, or retirement.
o Maintaining an audit trail of transfer, disposal, and retirement actions.
FBMS Activity -- V.2.C PROPERTY TRANSFER PROCESS |
F |
6 |
Activity |
F |
|
Managing Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Proposal Development |
Proposal Development – involves drafting proposed legislation that creates or amends laws subject to Congressional action. |
T |
3 |
Sub Function |
F |
|
|
Proposal Development |
Legislative Relations |
| PROVIDE BASIC INFORMATION |
Explain requirements, benefits, and procedures related to employee benefits. FBMS Activity -- X.5.A PROVIDE BASIC INFORMATION |
F |
4 |
Function |
F |
|
Benefits Management |
Benefits Management |
Human Resource Management |
| PROVIDE LABOR COST DATA FOR USE BY OTHER SYSTEMS |
Provide electronic output on distributed work units from the labor distribution process for use in other systems. FBMS Activity -- X.11.C PROVIDE LABOR COST DATA FOR USE BY OTHER SYSTEMS |
F |
5 |
Process |
F |
|
Labor Cost and Distribution |
Employee Relations |
Human Resource Management |
| PROVIDE OTHER LABOR RELATED DATA FOR USE BY OTHER SYSTEMS |
Provide electronic output on undistributed employer contributions and benefits for use in other systems. FBMS Activity -- X.11.D PROVIDE OTHER LABOR RELATED DATA FOR USE BY OTHER SYSTEMS |
F |
5 |
Process |
F |
|
Labor Cost and Distribution |
Employee Relations |
Human Resource Management |
| Public Comment Tracking |
Public Comment Tracking – involves the activities of soliciting, maintaining, and responding to public comments regarding proposed regulations. |
T |
3 |
Sub Function |
F |
|
|
Public Comment Tracking |
Regulatory Development |
| Public Health Monitoring |
Public Health Monitoring involves activities associated with monitoring the public health and tracking the spread of disease |
F |
4 |
Function |
T |
|
Population Health Management and Consumer Safety |
Population Health Management and Consumer Safety |
Health |
| Public Relations |
Public Relations – involves the efforts to promote an organization’s image through the effective handling of citizen concerns. |
T |
3 |
Sub Function |
F |
|
|
Public Relations |
Public Affairs |
| Public Resources Management |
The general program adminstration required to support Public Resources Management |
F |
4 |
Function |
T |
|
Agricultural Innovation and Services |
Agricultural Innovation and Services |
Natural Resources |
| Public Resources, Facilities, & Infrastructure Management |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Public Resources, Facilities, and Infrastructure Management |
Public Resources, Facility, & Infrastructure Management – involves the management and maintenance of government owned capital goods and resources (natural or otherwise) on behalf of the public, usually with benefits to the community at large as well as to |
T |
3 |
Sub Function |
F |
|
|
Public Resources, Facilities, and Infrastructure Management |
Public Goods Creation and Management |
| Publish Agency Recreation Information |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Publish Standard |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| PURCHASE REQUEST PROCESS (FBMS) |
This process reviews the purchase request (PR), obtains additional information and correc-tions to complete the PR, accept the PR, establish the contract file, and control data on the acquisition. FBMS Activity -- III.2.B PURCHASE REQUEST PROCESS |
F |
6 |
Activity |
F |
|
Presolicitation (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Q4: Manage Public Land Records |
Public Land Records Management includes all costs associated with the creation, except cadastral survey plats and field notes and maintenance of Public Land Tenure Records. All costs required to provide public access to those records, and the management and docketing of those records, as well as all costs of posting these records to a website.
Includes managing cadastral and patent records, ANCSA 17(b) easement records, master title plats, legal land descriptions, archiving, scanning and microfilming. Also includes the work associated with the filing of the western states duplicate cadastral survey records. |
F |
5 |
Process |
T |
|
Realty Management |
Conservation, Marine and Land Management |
Natural Resources |
| QUARTERS MANAGED UNDER STATUTE 5611 (FBMS) |
Six bureaus with housing units use the Quarters Management Information System (QMIS), an in-house developed automated system, to calculate rent and utility charges for these quar-ters. QMIS is programmed using MS Windows and Access software. Sixteen other Federal agencies use QMIS through Interagency Agreements and pay the National Business Center (NBC) for use of the system based on the number of housing units for which QMIS is used to calculate rent. The NBC, Denver, CO, QMIS Program Office, maintains the nationwide da-tabase of civilian quarters. FBMS Activity -- VIII.5.A QUARTERS MANAGED UNDER STATUTE 5611 |
F |
6 |
Activity |
F |
|
Government Quarters Rental, Operation, and Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| R0: Prevent Introduction of Invasive Species |
Efforts taken to detect and respond quickly to possible introduction of invasive species. Invasive species are those species of plants, animals and microbes targeted for control by the National Invasive Species Council. Work to prevent introduction by be conducted by DOI bureaus alone or together with other agencies participating in the NISC’s National Invasive Species Management Plan. This effort will include systematic monitoring and surveys of locations where introductions of invasive species are most likely to occur (e.g. ports, airports, railroads, highways, trails, utility rights-of-way, logging and construction sites).
Excludes consequent actions taken to eradicate local populations of invasive species as they are detected, which are covered under DOI activities 7N and 7P. |
F |
5 |
Process |
T |
|
Ecosystem Management |
Conservation, Marine and Land Management |
Natural Resources |
| R1: Manage Cultural And Natural Resources Exhibits |
All costs associated with exhibits include planning, development, production and installation, and maintenance of museum exhibits, wayside signage and exhibits, and signage for self-guided interpretive tours.
An exhibit is a stand-alone display (not paper or electronic) created for the purpose of informing recreational visitors, and that presents additional or background information about the resource. All inter-related signage for a self-guided tour counts as one exhibit.
Does not include highway, roadway, or trail signs indicating direction, regulation, or travel information (included with costs of roads).
|
F |
5 |
Process |
T |
|
Recreation Resource Education and Outreach |
Recreational Resource Management and Tourism |
Natural Resources |
| R5: Transfer Technical Knowledge of Cultural and Natural Heritage Resources --> |
Includes all costs for planning, researching, developing, and publishing paper and electronic production, such as guides, brochures, Web sites, CDs, films, books and articles having to do with the conservation, preservation and protection of cultural and natural heritage resources. |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| REAL PROPERTY ACQUISITION DECISION/APPROVAL PROPERTY PROCESS (FBMS) |
This process provides budget and acquisition officials with authority to proceed with negotiations to acquire real property. This activity identifies that sufficient, applicable funds have been committed prior to acquisition. FBMS Activity -- VIII.1.A REAL PROPERTY ACQUISITION DECISION/APPROVAL PROPERTY PROCESS |
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| REAL PROPERTY CAPITALIZATION PROCESS (FBMS) |
For capitalized property only:
o Capture the estimated value of donated assets.
o Provide an audit trail for all adjustments to property values.
o Classify PP&E according to the Standard General Ledger Accounts (e.g., buildings, land and assets under capital lease).
o Generate data for the journal entries necessary for recording changes in the valuation includ-ing any associated gains or losses.
FBMS Activity -- VIII.4.B REAL PROPERTY CAPITALIZATION PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Real Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| REAL PROPERTY FINANCIAL TRACKING OF TRANSFER/DISPOSAL PROCESS (FBMS) |
This process:
o Identifies excess property or property held for disposal/retirement.
o Transfers property record data to the property disposal organization or receiving entity.
o Captures date of transfer, transferring entity, and recipient organization (disposal organization or recipient entity).
o Captures all essential information related to disposal as required by Federal Management Regulation (FMR) 102-36 for applicable agencies.
o Captures type of disposal action (e.g., retirement, exchange, sale, donation, etc.), final disposi-tion, and date of disposal.
o Captures estimated cost to demolish property, or otherwise dispose of property.
o Captures property retirement or disposal status.
o Captures deletions.
o Calculates gain or loss at time of disposal or retirement, sale, exchange, donation.
o Transfers the asset=s acquisition cost, accumulated depreciation/amortization, and the amount of gain or loss to the Core Financial System at the time of asset transfer, disposal, or retirement.
o Maintains an audit trail of transfer, disposal, and retirement actions.
FBMS Activity -- VIII.4.E REAL PROPERTY FINANCIAL TRACKING OF TRANSFER/DISPOSAL PROCESS |
F |
6 |
Activity |
F |
|
Accounting for Real Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| REAL PROPERTY FUNCTION (FBMS) |
The Real Property Management and Accounting Function provides the information necessary to create, develop, and implement improvements to the management of the Department's extensive portfolio of land, buildings, and structures. It provides easy and quick access to real property information for ad hoc and recurring reporting needs. This function supports many accounting and reporting requirements from the bureaus to the Department, and Departmental reporting to Congress, the Office of Management and Budget, the General Services Administration, and the General Accounting Office. The system provides common processing routines and supports all real property management requirements affecting the De-partment. It provides the bureaus and the Department with a mechanism to reconcile financial accounts with real property records.
Real property is defined as, land and improvements to land, buildings, and facilities, including improve-ments and additions thereto, and utility systems. It includes equipment affixed and built into the facility as an integral part of the facility (such as heating systems), but not movable equipment (such as plant equipment). In many instances this term is synonymous with real estate.
The Real Property Management system will include property categorized as:
- Capitalized Property:
- Property Expensed. These include heritage assets and stewardship land that are expensed when acquired
- Property Acquired at No Cost.
FBMS Activity -- VIII. REAL PROPERTY FUNCTION |
F |
4 |
Function |
F |
Accounting for Real Property (FBMS)
Government Quarters Rental, Operation, and Management (FBMS)
Property Data Exchange (FBMS)
Real Property Lease (FBMS)
Real Property Management (FBMS)
Real Property Operations/Maintenance (FBMS)
Real Property Reporting (FBMS)
Real Property Systems Management (FBMS)
|
Facilities, Fleet And Equipment Management |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Real Property Lease (FBMS) |
Certain real property may be leased from GSA or through other agents. When this happens the leases may be operating leases or capital leases. An operating lease is an agreement conveying the right to use property for a limited time in exchange for periodic rental payments. A capital lease is a lease that transfer substantially all the benefits and risks of ownership to the lessee. FBMS Activity -- VIII.3 Real Property Lease |
F |
5 |
Process |
F |
CAPITAL LEASE MANAGEMENT PROCESS (FBMS)
OPERATING LEASE MANAGEMENT PROCESS (FBMS)
REAL PROPERTY LEASE NEEDS PROCESS (FBMS)
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| REAL PROPERTY LEASE NEEDS PROCESS (FBMS) |
The Real Property Lease Needs Process includes assessment of program requirements for real property and evaluates the options to provide the necessary access to real property to meet the identified needs. FBMS Activity -- VIII.3.A REAL PROPERTY LEASE NEEDS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Lease (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Real Property Management (FBMS) |
Real Property Management maintains control over real property. Property is recognized as accountable when title passes to the entity obtaining the real property. Property may be purchased, leased, loaned, granted, transferred, constructed, or donated. Up-to-date real property data will be available for on-line query and reporting based on user security level. Real property data will be maintained as close to the source as possible, and data integrity will be enhanced by the elimination of data entry redundancy and extensive data reconciliation.
The expense function of the system supports the tracking of expenses associated with a specific property with the capability to add, query, update, and delete property expense information associated with a par-ticular installation, site, and property identification number. Expense dates, expense codes, object classes, expense amounts, and organization codes are tracked in the system.
The Real Property Management sub-function captures and provides data to assist property managers and officials in managing property. Examples of property management responsibilities and activities sup-ported by a real property management system includes recording the results of inventories, and monitor-ing maintenance requirements, utilization, overhaul, retirement, transfer, or disposal of the property, with a notification process for notifying managers of overdue repairs and/or maintenance. The function tracks energy consumption and detects deviation from standards; i.e., a building using 5 times more energy than a building of comparable size. Historical records are retained with information that can be pulled into a customized report.
FBMS Activity -- VIII.1 Real Property Management |
F |
5 |
Process |
F |
FACILITY DISPOSITION/ TRANSFER PROCESS (FBMS)
LAND DISPOSITION/ TRANSFER PROCESS (FBMS)
LAND MANAGEMENT PROCESS (FBMS)
PROPERTY TRACKING & CONTROL PROCESS (FBMS)
REAL PROPERTY ACQUISITION DECISION/APPROVAL PROPERTY PROCESS (FBMS)
UTILIZATION MANAGEMENT PROCESS (FBMS)
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Real Property Operations/Maintenance (FBMS) |
This sub-function determines the estimate of operations needs and executes work load distribution, and work/resource tracking on projects.
Facilities operational and maintenance needs must be managed through out the life of a facility. Accurate financial information must be available to program managers on the budgets and cost related to facilities and maintenance projects. Validate funds availability of each commitment transaction and update finan-cial system must be maintained. The maintenance management systems and project management systems must receive historical capitalized costs from the financial system for tracking purposes with capitalized costs by facility. Financial records must require a unique number for each project/facility at the planning and preliminary design stage.
This support must allow for the construction management system to interface with the financial manage-ment system (accounting, budget, and real property) and populate it with project/facility numbers. Finan-cial system has to capture historical costs at the facility level as used in the project management and maintenance management systems. Program managers need to have the flexibility to generate reports which contain easy-to-understand nomenclature.
FBMS Activity -- VIII.2 Real Property Operations/Maintenance |
F |
5 |
Process |
F |
DEFERRED MAINTENANCE NEEDS PROCESS (FBMS)
FACILITIES OPERATIONS MANAGEMENT PROCESS (FBMS)
FACILITIES OPERATIONS NEEDS PROCESS (FBMS)
FORMULATE AND APPROVE FACILITIES' PROJECTS PROCESS (FBMS)
MANAGE FACILITY PROJECTS PROCESS (FBMS)
NEW CONSTRUCTION NEEDS PROCESS (FBMS)
ROUTINE MAINTENANCE NEEDS PROCESS (FBMS)
UNFUNDED DEFERRED MAINTENANCE TRACKING PROCESS (FBMS)
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Real Property Reporting (FBMS) |
The Real Property Reporting provides access to real property information necessary to manage and con-trol real property.
The real property reporting capabilities include:
Identifying the types of transactions affecting the real property item, e.g. initial acquisition, change, dis-posal etc.
The Financial Reporting process needs to provide timely budget and cost data on projects and facility costs to program managers to make decisions. This need includes real-time processing and querying ca-pability with flexibility to meet the needs of individual bureau operations. The program managers need to have the flexibility to generate reports which contain easy-to-understand nomenclature.
FBMS Activity -- VIII.7 Real Property Reporting |
F |
5 |
Process |
F |
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Real Property Systems Management (FBMS) |
The Facilities Systems Management sub-function maintains the standardization of the data classification and procedures to ensure consistent data reporting and efficient/effective processing of facilities transactions. FBMS Activity -- VIII.8 Real Property Systems Management |
F |
5 |
Process |
F |
|
REAL PROPERTY FUNCTION (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Realty Management |
The discipline involved in the management of Public Real Estate assest. Includes the sale, right of way management, leasing and purchasing. |
F |
4 |
Function |
T |
9L: Process Land Acquisitions
9M: Process Land Withdrawal Actions
9V: Process Land Disposals
Q4: Manage Public Land Records
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| RECEIPT AND INSPECTION PROCESS (FBMS) |
The Receipt and Inspection Process establishes physical control over items received for inventory pur-poses and supports the valuation of and accounting for items received. It consists of the following: Item Receipt, Inspection, Placement into Inventory, and Initial Valuation and Financial Categorization.
o Item Receipt processes items received, (including items returned by customers) most typically on a load-ing dock, but also by other methods as appropriate.
o Inspection involves inspecting items received to verify that they match in type, condition, quantity, qual-ity, and any other critical factors to what was ordered.
o Inspection establishes physical control over the items accepted into inventory.
Initial Valuation and Financial Categorization records the initial value of items received. According to SFFAS Number 3, inventory should be valued at either (1) historical cost or (2) latest acquisition cost. The specific method to be used for valuing inventory should be defined in the Program Planning and Monitoring function and be consistent with the principles in SFFAS Number 3. This includes categorizing inventory items as described in SFFAS Number 3 as (1) inventory held for sale, (2) inventory held in re-serve for future sale, (3) excess, obsolete, and unserviceable inventory, or (4) inventory held for repair. These categories shall be used for financial statement purposes. Further, financial information must be provided in the appropriate format and using the appropriate method to other financial management sys-tems used by the agency. For example: Provide total cost information by financial category for items added into inventory to the core financial system for posting by the General Ledger Management function and the Cost Management function.
FBMS Activity -- XIII.2.A RECEIPT AND INSPECTION PROCESS |
F |
6 |
Activity |
F |
|
Inventory in Storage Management (FBMS) |
Inventory Control |
Supply Chain Management |
| Receipt Management (FBMS) |
The Receipt Management supports activities associated with recording agency cash receipts, in-cluding servicing and collecting receivables. Receivables are established to account for amounts due from others as the result of performance of services by the agency, delivery of goods sold, the passage of time (e.g., interest earned), loans made to others that must be repaid, or other actions. Some receipts may be collected without the prior establishment of a receivable, as in the case of goods sold for cash.
A receivable is recognized when the agency establishes a claim to cash or other assets against other enti-ties, either based on goods or services provided or on legal provisions, such as a payment due date (e.g., fees not received by the date they are due). If the exact amount is unknown, a reasonable estimate is re-corded. Receivables are accounted for as assets until funds are collected, converted into other resources, or determined to be uncollectible in whole or in part.
Accounts receivable can be separated into two groups; (a) those due from other Federal agencies and (b) those due from non-Federal entities. Collection activities related to non-Federal accounts due are of prime interest to Interior and the Treasury since collection improves overall cash position. Managing delinquent debt due from non-Federal entities is handled considerably different than debt due from other Federal agencies. Direct loans and guaranteed loans are handled separately. FBMS Activity -- II.4 Receipt Management |
F |
4 |
Function |
F |
COLLECTIONS PROCESS (FBMS)
DELINQUENT DEBT MANAGEMENT PROCESS (FBMS)
OFFSET PROCESS (FBMS)
RECEIVABLE ESTABLISHMENT PROCESS (FBMS)
RECEIVABLE MANAGEMENT PROCESS (FBMS)
REFUNDS PROCESS (FBMS)
|
Collections and Receivables |
Collections and Receivables |
Financial Management |
| RECEIPTS OF TRANSACTIONS FILE FROM BANK OF AMERICA (FBMS) |
This is the activity that manages the receipt of integrated card transactions from BOA for individual bureaus for centrally billed travel, purchase, fleet and convenience check transactions. Centrally billed charges include:
· Procurements
· Convenience Check Charges
· Airlines
· Rental Vehicles
· Lodging Expenses (selected cases)
· Airport parking
· Gas for rental cars and fleet
· Taxicabs, if paid by credit card
FBMS Activity -- IV.3.A RECEIPTS OF TRANSACTIONS FILE FROM BANK OF AMERICA |
F |
6 |
Activity |
F |
|
Centrally Billed Transaction Processing (FBMS) |
Payments |
Financial Management |
| RECEIVABLE ESTABLISHMENT PROCESS (FBMS) |
The Receivable Establishment Process supports activities to record receivables in the system as they are recognized and to produce bills for amounts due to the agency. This activity supports the general A/R and billing processes for major revenues of DOI bureaus. This activity includes: establishing ac-counts receivable, sending bills, processing payment for accounts receivable and billings by payer with multiple types of payments and locations, providing non-respondents with appropriate access to A/R data, and liquidating receivables. FBMS Activity -- II.4.A RECEIVABLE ESTABLISHMENT PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| RECEIVABLE MANAGEMENT PROCESS (FBMS) |
The Receivable Management Process supports activities to maintain information (name, address, etc.) on entities owing the government; identify the type of customer from which collection is due; age receivables; make efforts to collect amounts due including related interest, penalties, and adminis-trative charges; liquidate receivables; record adjustments to receivables including IPAC charge-backs; maintain a proper allowance for uncollectible amounts; and record write-offs. FBMS Activity -- II.4.B RECEIVABLE MANAGEMENT PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| Receive and Process Refund Request |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Receive Availability of Resource Information |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Receive Purchase and Credit Payment Information |
|
F |
7 |
Task |
T |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| Reconcile Payor Accounts |
MRM BRM |
F |
7 |
Task |
F |
F68: Reconcile Accounts Receivable & Collect Debts - non-RIK
F69: Reconcile Accounts Receivable & Collect Debts - RIK
|
Issue Debt Collection Letters |
User Fee Collection |
Revenue Collection |
| RECONCILIATION (FBMS) |
This process supports the requirement to comply with all statutes, regulations, and guidelines that apply to hardware, software, telecommunications, and internal controls. These recon-ciliations include the activities:
(1) Support Critical Reconciliations
o Disbursing data reconciled with payroll data to provide assurance that all disbursements author-ized for payment by the payroll certifying officer were disbursed completely and accurately.
o Human resource data reconciled to provide assurance that all employees on the payroll are bona fide and that all earnings, entitlements, and benefits are being computed as authorized and recognized in the human resources system.
o Health insurance enrollment data made available to carriers so that payroll and carrier records can be verified.
o Maintain data that is reconciled to pass to the Core financial system and cost accounting modules to update fund balances with Treasury and other assets, expense and liability accounts, appropriations and other cost centers for the payroll, including employer contributions.
o Provide for tax deduction reporting, reconciling, and correction processing for each taxing author-ity.
o Notify agency human resources and payroll office staff of incorrect or missing data.
(2) Provide Specific Reconciliation Data Analysis Capabilities
o Derive summary totals of earnings, deductions, contributions, and paid hours for control purposes and to facilitate reconciliation.
o Generate Monthly Employee Report (SF 113A) and the Monthly Full-Time Equivalent (FTE) Report (SF 113G) to OPM.
o Provide disbursement voucher data for verification and certification of the payroll process.
o Generate reports of pay and benefit transactions required by the agency Core financial system.
o Compile employee data related to health insurance enrollment for validation purposes.
o Store audit trail data in the standard human resources/payroll data files.
o Provide a report for health benefits deductions not taken (e.g., for an employee on leave without pay).
o Provide a report of employee debt, caused by prior-period adjustments or current-period compu-tation, to be used in administrative collection.
(3) Track Specific Transactions for Reconciliation
o Provide for transfers for separating or transferring employees with the next regular payroll.
o Generate detail registers or subsidiary ledgers which support all vouchers, accounting entries, and disbursements authorized by the payroll office.
o Generate retention records for Reduction in Force (RIF) based on competitive position, tenure, and retention requirements.
FBMS Activity -- X.12.B RECONCILIATION |
F |
5 |
Process |
F |
|
Reporting, Reconciliation, and Records Retention (FBMS) |
Reporting and Information |
Financial Management |
| Reconciling Accounts |
MRM BRM |
F |
6 |
Activity |
F |
Issue Debt Collection Letters
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Record Retention |
Record Retention – involves the operations surrounding the management of the official documents and records for an agency. |
T |
3 |
Sub Function |
F |
General Records Management functions
|
|
Record Retention |
Information and Technology Management |
| Record Sale |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| RECORDS RETENTION (FBMS) |
This process must maintain historical data.
The Human Resource Function must maintain historical information in support of NARA and other specific statutes, regulations, and guidelines, applicable to all governmentwide, agency, and organiza-tion s |
F |
5 |
Process |
F |
|
Reporting, Reconciliation, and Records Retention (FBMS) |
Reporting and Information |
Financial Management |
| RECORDS UPKEEP |
All activities associated with establishing, updating, purging, storing and disposing of a variety of human resources documents and records. This also includes miscellaneous record maintenance ac-tivities such as corrections, employee record validation, and record keeping personnel action process-ing. The requirements presently being developed in support of an electronic OPF by the interagency Digital OPF project must also be planned for and supported by agencies' information systems. FBMS Activity -- X.4.B RECORDS UPKEEP |
F |
5 |
Process |
F |
|
Personnel Action Administration |
Employee Relations |
Human Resource Management |
| Recreation Operations |
The activity required to keep the Recreation program and its constituency effective and ongoing. |
F |
4 |
Function |
T |
5T: Manage and Operate Trails
Conduct Recreation Related Sales
T2: Inspect Concessions Operations
W0: Manage Special Events and Demonstrations
W0: Manage Special Events and Demonstrations
|
Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreation Payments |
Payments services required to support the Recreation programs. |
F |
5 |
Process |
F |
Refund Management
|
Program Payments |
Payments |
Financial Management |
| Recreation Permits and Reservations Fee Collection |
This is the activty that supports the collection of the revenues from campground reservations, general recreation user fees and permits. |
F |
4 |
Function |
F |
|
User Fee Collection |
User Fee Collection |
Revenue Collection |
| Recreation Reservations |
The activity of researching and booking a recreation reservation |
F |
6 |
Activity |
T |
Cancel Reservation
Collect Reservation Request
Create the Reservation Request
Modify Reservation
Make Reservation
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreation Resource Education and Outreach |
The activity to promote the recreations opportunities and facitlities that are available to the public as well educate and provide the best means to take advantage of them. |
F |
4 |
Function |
T |
R1: Manage Cultural And Natural Resources Exhibits
S3: Provide Education and Interpretation Services
Z1: Provide Technical Assistance for Recreation
|
Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreation Resource Management |
The activity of managing and administering the recreation program |
F |
4 |
Function |
T |
50: Manage Recreation
8P: Manage Wildlife for Recreation
H8: Collect Data for Recreation Resources
Manage Recreation Reservation and Information Services
|
Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreation Resource Permits |
The process of accepting, reviewing, processing and determing the acceptance or denial of a recreation permit |
F |
4 |
Function |
T |
1P: Issue and Manage Special Recreation Permits for Non Commercial Use
1Q: Issue and Manage Recreation Use Permits
1R: Issue and Manage Special Recreation Permits For Commercial Users
3A: Inspect Commercial Special Recreation Permits For Compliance
|
Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreation Resource Planning |
The aspect of the program where the planning for future recreation services and resources is conducted. |
F |
4 |
Function |
T |
26: Prepare and Revise Recreation Activity Plans
8X: Conduct Environmental Consultations for Recreation
H4: Evaluate Linear Recreation Management Objectives
H7: Evaluate Recreation Areas
J0: Assess Linear Recreation Resources
|
Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism |
Natural Resources |
| Recreational Resource Management and Tourism |
Recreational Resource Management and Tourism – involves the management of national parks, monuments, and tourist attractions as well as visitor centers, campsites, and park service facilities. |
T |
3 |
Sub Function |
T |
Recreation Operations
Recreation Resource Education and Outreach
Recreation Resource Management
Recreation Resource Permits
Recreation Resource Planning
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| RECRUIT APPLICANTS |
Includes all activities involved in acquiring applicants and recording them in an automated system. Major tasks include job analysis, soliciting applications, evaluating candidates, tracking and notifying applicants of status and adverse impact calculations. FBMS Activity -- X.3.B RECRUIT APPLICANTS |
F |
6 |
Activity |
F |
|
Recruitment and Staffing |
Staff Acquisition |
Human Resource Management |
| Recruitment and Staffing |
This process support the requirement that recruiting and staffing must comply with statutory and regulatory requirements when processing transactions and providing decision support capabilities in accomplishing recruitment, staffing, and reduction in force activities. This includes, for example, priority placement entitlements, time-in-grade restrictions, and minimum qualification criteria for processing re-cruitment and staffing actions, veterans preference, type of appointment, length of service, and performance data for processing reduction in force actions. FBMS Activity -- X.3 Recruitment and Staffing |
F |
5 |
Process |
F |
APPLY RECOMMENDED PAY SCALES
ASSIGN EMPLOYEES
DOCUMENT RECRUITMENT AND STAFFING ACTIONS
Human Resource Data Exchange
ISSUE REFERRALS
PREPARE STAFFING PLANS
RECRUIT APPLICANTS
|
Staff Recruitment and Employment |
Staff Acquisition |
Human Resource Management |
| Refund Management |
The process to refund the funding for cancelled or unsatisfactory reservations |
F |
6 |
Activity |
F |
|
Recreation Payments |
Payments |
Financial Management |
| REFUNDS PROCESS (FBMS) |
This reflects the process for identifying and paying out refunds to vendors or other entities from which major program revenue is collected. This activity includes: validating amount editing for ac-counting data and providing automation of edits for accounting data., preparing refund documents and providing integrated and automated tracking system per refund, and entering data into revenue sys-tems for refunds. FBMS Activity -- II.4.D REFUNDS PROCESS |
F |
5 |
Process |
F |
|
Receipt Management (FBMS) |
Collections and Receivables |
Financial Management |
| Regulatory Compliance |
The activity involving law enforcement resources in ensuring that a wide varieity of authorized uses are within their contractual legal bounds. |
F |
4 |
Function |
T |
3E: Conduct Port Inspection Activities
Regulatory Compliance Management
|
Criminal Investigation and Surveillance |
Criminal Investigation and Surveillance |
Law Enforcement |
| Regulatory Compliance Management |
This is the general practice to report on the information captured during the initial incident data capture and ongoing investigation to provide compliance with federal requirements established to manage specific types of incidents. Examples would include ARPA, EPA NIBRS,NHTSA and DOT types of mandatory reporting. This activity fulfills the a federal reporting requirement. that - Derived from IMARS Needs Assessment Regulatory Compliance Management |
F |
5 |
Process |
T |
|
Regulatory Compliance |
Criminal Investigation and Surveillance |
Law Enforcement |
| Regulatory Creation |
Regulatory Creation – involves the activities of researching and drafting proposed and final regulations. |
T |
3 |
Sub Function |
F |
|
|
Regulatory Creation |
Regulatory Development |
| REPAIRING PROCESS (FBMS) |
The Repairing Process supports the monitoring of and accounting for inventory in need of repair. According to SFFAS Number 3, inventory held for repair may be accounted for in one of two ways: (1) the allowance method or (2) the direct method. The Repairing process consists of the following: Transfer to Repair Status, Account for Repair Costs, and Return to Inventory.
o Transfer to Repair Status supports the repair of inventory items in need of it. Inventory items in this financial category are segregated for financial statement purposes and to support the proper control of such items.
o Account for Repair Costs supports the accounting treatments for repair costs.
o Return to Inventory supports the return of items to inventory after repair.
FBMS Activity -- XIII.3.A REPAIRING PROCESS |
F |
6 |
Activity |
F |
|
Inventory Undergoing Repair or in Production (FBMS) |
Inventory Control |
Supply Chain Management |
| REPORT AND RELEASE T&A DATA |
Accept electronic, or other appropriately documented, approvals from authorized approving officials. FBMS Activity -- X.8.B REPORT AND RELEASE T&A DATA |
F |
5 |
Process |
F |
|
Time and Attendance Processing |
Compensation Management |
Human Resource Management |
| Reporting and Information |
Reporting and Information – includes providing financial information, reporting and analysis of financial transactions. |
T |
3 |
Sub Function |
F |
Financial Management Reporting Functions
Reporting, Reconciliation, and Records Retention (FBMS)
ENTERPRISE MANAGEMENT INFORMATION FUNCTION (FBMS)
|
|
Reporting and Information |
Financial Management |
| REPORTING REQUIREMENTS (FBMS) |
This process supports the requirement for external reports fulfilling statutory and regulatory mandates, as well as management reporting requirements of Executive Branch and Administration leadership. Provide the capability to generate routine human resources and payroll reports that are prescribed by the functional users.
o Preparing and Evaluating Human Resources Program Plans: Support reviewing and issuing statis-tical and narrative human resources program plans based on goals and management objectives. Inquiries are normally complex and cover all activities during periods of up to one year or longer when doing comparisons.
o External Reporting Requirements: The system must contain ad hoc reporting, and should also include data browsing tools with rapid-response, graphically-oriented, and user-friendly access to the system database. Although agencies retain the ability to design systems and data structures to con-form to their individual business strategies, information sharing and data transfer among agencies is essential to the modernization and efficiency of the human resources and payroll data collection proc-esses.
o These reporting requirements include for following: produce data required by Treasury; IRS; the Social Security Administration; the Department of Labor; OPM; Equal Employment Opportunity Commission; Federal Retirement Thrift Investment Board; Federal Reserve Banks; OMB; Depart-ment of Health and Human Services; and state, local, and other taxing authorities. Examples include Central Personnel Data File (CPDF) submissions, Standard Form 113; W-2 Reporting; Retirement Records, and reports on the use of various methods of payments.
FBMS Activity -- X.12.A REPORTING REQUIREMENTS |
F |
5 |
Process |
F |
|
Reporting, Reconciliation, and Records Retention (FBMS) |
Reporting and Information |
Financial Management |
| Reporting, Reconciliation, and Records Retention (FBMS) |
This sub-function manages records and reporting services necessary to comply with statutory, regulatory and security requirements. FBMS Activity -- X.12 Reporting, Reconciliation, and Records Retention |
F |
4 |
Function |
F |
RECONCILIATION (FBMS)
RECORDS RETENTION (FBMS)
REPORTING REQUIREMENTS (FBMS)
|
Reporting and Information |
Reporting and Information |
Financial Management |
| Requests |
MRM BRM |
F |
6 |
Activity |
T |
Fulfilled Requests
|
2H: Ensure Compliance and Manage Assets - Mineral Revenues |
Energy Resource Management |
Energy |
| REQUIREMENT DEFINITION PROCESS (FBMS) |
This process defines the requirements for the acquisition based on a program managers requirements. FBMS Activity -- III.2.A REQUIREMENT DEFINITION PROCESS |
F |
6 |
Activity |
F |
|
Presolicitation (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Research and Development |
Research and Development – involves the gathering and analysis of data, dissemination of results, and development of new products, methodologies, and ideas. |
T |
3 |
Sub Function |
F |
Wildland Fire Research & Development
|
|
Research and Development |
Knowledge Creation and Management |
| Research Functions for Advancement of Knowledge |
The general processess and activities required to support the research to include planning, experimentation and testing. |
F |
4 |
Function |
T |
|
Scientific and Technological Research and Innovation |
Scientific and Technological Research and Innovation |
General Science and Innovation |
| Resolution Facilitation |
Resolution Facilitation – refers to those activities outside a court of law, such as mediation and arbitration that may be used in an attempt to settle a dispute between two or more parties (government agency, citizen, or corporation). |
T |
3 |
Sub Function |
T |
|
|
Resolution Facilitation |
Litigation and Judicial Activities |
| Resolve Missing Production Report Data |
MRM BRM |
F |
7 |
Task |
F |
F04: Resolve Missing Exceptions
|
Resolving Errors and Exceptions |
User Fee Collection |
Revenue Collection |
| Resolving Errors and Exceptions |
MRM BRM |
F |
6 |
Activity |
F |
Conduct Reporter Training Sessions
Correct Production Rejected Lines
Correct Royalty Rejected Lines
Resolve Missing Production Report Data
|
Y4: Collect and Disburse Mineral Revenues |
User Fee Collection |
Revenue Collection |
| Resource Assessments |
The discipline concerning the review of the impacts or effectiveness of activities/treatments on the land, economic or biological community |
F |
4 |
Function |
T |
8B: Evaluate Invasive Plant Species Treatments
8M: Conduct Environmental Consultations - Forage
8N: Conduct Environmental Consultations - Forest
F6: Assess Alaska Minerals
G6: Evaluate Forest Resources
G7: Assess Resource Use Impacts
L4: Inventory and Assess Landscapes and Watersheds
L9: Assess Non-Invasive Species
M1: Assess Invasive Species
M7: Conduct Assessments to Inform Decisions on Energy Resources
N0: Conduct Assessments to Inform Decisions on Non-Energy Mineral Resources
N3: Evaluate Rangeland Health
N9: Conduct Assessments to Advance Knowledge and Inform Decisions
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Resource Compliance / Regulation |
The discipline of determining if the agreed upon use or activity is meeting the terms of the legal contract terms and conditions. |
F |
4 |
Function |
T |
2A: Conduct Wild Horse and Burro Compliance Inspections
2D: Evaluate State Regulatory Programs - Coal
2G: Conduct Realty And Geophysical Compliance Inspections
2L: Inspect and Verify Non-Energy Compliance Mineral Production
2M: Inspect and Verify Production at Solid Mineral Sites
2N: Inspect Locatable Mineral Sites for Surface Management Compliance
2P: Provide Forage Resource Compliance
G4: Regulate Forest Product Resource Use
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Resource Management |
The discipline of managing natural resources in the context of multiple use activities |
F |
4 |
Function |
T |
0E: Manage Wilderness
0G: Process On-Shore APM/Sundry Notices
0P: Preserve Land and Aquatic Health
0W: Process Mineral Material Disposals
0X: Process Mining Plans of Operations
0Y: Process Mining Notices
0Z: Record/Adjudicate Mining Claims/Sites
1B: Determine Mining Claim Validity/Process Mineral Patents
1C: Manage Helium
1H: Administer Forest Resources
40: Manage Watershed Health and Landscapes
41: Manage Biological Communities Sustainments
44: Manage Public Resources: Non-Energy
45: Manage Public Resources: Forage
46: Manage Public Resources: Forest Products
4A: Construct Shrub/Grass/PJ/Forest Projects
4G: Maintain Shrub/Grass/Pine Juniper (PJ)/Forest Projects
6B: Conduct Environmental Consultations for Watersheds and Landscapes
7H: Restore, Control or Mitigate Disturbances to Mined Lands
7L: Restore Forest and Woodlands
8E: Manage Project Lands
G0: Monitor Grazing Allotments
G1: Manage Forest and Woodland Commercial Sales
X5: Provide Technical Assistance to Inform Decisions on Invasive Species
X6: Provide Technical Assistance to Inform Decisions on Sustaining Biologica-->
Y6: Provide Technical Assistance to Inform Decisions on Non-Energy Mineral R-->
Z5: Provide Technical Assistance to Inform Decisions
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Resource Planning |
Resource planning is an umbrella activity that takes inputs from numerous scientifc disciplines with the intent to establish goals, strategies and constraints as to how the natural resource needs to be managed over time. |
F |
4 |
Function |
T |
02: Plan Landscape/Watershed Resource Management
03: Plan/Evaluate Programs to Inform Decisions on Landscapes, Watersheds, Ma-->
04: Plan/Evaluate Programs to Inform Decisions on Managing Risk from Natural-->
05: Plan For Biological Communities
07: Plan/Evaluate Programs to Inform Decisions on Sustaining Biological Comm-->
09: Plan Wilderness Area Management
10: Develop/Review Designated Area Management Plans
11: Plan for Protection of Cultural and Natural Heritage Resources
12: Plan for Herd Management
13: Plan/Evaluate Programs to Inform Decisions on Invasive Species
17: Plan/Evaluate Programs to Inform Decisions on Energy Resources
18: Prepare Resource Use Plans
19: Plan/Evaluate Programs to Inform Decisions on Non-Energy Mineral Resources
30: Prepare Land Use Plans
31: Prepare Land Use Plan Amendment
36: Evaluate Land Use Plans
38: Plan/Evaluate Programs to Advance Knowledge and Inform Decisions
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| Retail Sales |
The activity that support the financial transaction for the requested reservation |
F |
6 |
Activity |
T |
Collect Cash
Convert Cash to Money Order
Deposit Cash in Local TGA Account
Cancel Credit Card Charge
Receive Purchase and Credit Payment Information
Settle Credit Account
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Revenue Collection Data Exchange (FBMS) |
This is the sub-frunction that provides and/or receives data information between systems such as the core fi-nancial system or other revenue systems. FBMS Activity -- IX.5 Revenue Collection Data Exchange |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| REVENUE COLLECTION FUNCTION (FBMS) |
The Department of the Interior collects many different types of revenue. Mineral Management Service's Royalty Program and the Office of Surface Mining's Abandoned Mine Lands Reclamation Fee collec-tions have, most likely, the most comprehensive program data element requirement for the Revenue ap-plications. In addition, The Office of Trust Funds Management (OTFM), whose respnsibilty is to collect, invest, and distribute monies in individual Indian and Tribal trust accounts set up a be the Federal Gov-ernment involve non-federal funds which are not required to comply with normal government appropri-ated, reimbursable, or revolving fund accounting. Rather, OTFM operations conform to private banking and trust practices that call for different accounting methods. FBMS Activity -- IX. REVENUE COLLECTION FUNCTION |
F |
4 |
Function |
F |
Fees/Taxes/Permits (FBMS)
Leases, Rents and Royalties (FBMS)
Miscellaneous Revenue (FBMS)
Revenue Collection Data Exchange (FBMS)
Revenue Collection Reporting (FBMS)
Sale of Public Resources/Land (FBMS)
|
Collections and Receivables |
Collections and Receivables |
Financial Management |
| Revenue Collection Reporting (FBMS) |
Revenue Collection has a number of reporting requirements. The following are examples of reporting requirements:
o TBD
In addition to these annual requirements, revenue managers are asked to provide ad-hoc reports, responses for Congressional inquiries, and responses to freedom of information requests. These ad-hoc reporting requirements vary in size and scope and therefore, require flexibility in the abilities of the Revenue Collection Reporting sub-function to produce them.
FBMS Activity -- IX.6 Revenue Collection Reporting |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| REVIEW APPLICATION PROCESS (FBMS) |
Discretionary grant review processes, usually based upon project quality and mission relevance, may require an outside peer review, although in some agencies the federal staff fill this role. This proce-dure results in priority ranking, budget commitments, and award decisions. FBMS Activity -- VII.1.B REVIEW APPLICATION PROCESS |
F |
6 |
Activity |
F |
|
Pre-Award (FBMS) |
Funds Control |
Financial Management |
| REVIEW OF TRANSACTION DATA PROCESS (FBMS) |
This is the process that reviews purchase transactions to ensure accuracy. FBMS Activity -- IV.3.C REVIEW OF TRANSACTION DATA PROCESS |
F |
6 |
Activity |
F |
|
Employee Billed Transactions (FBMS) |
Payments |
Financial Management |
| REVIEW OF TRANSACTION DATA PROCESS-1 (FBMS) |
This is the process that reviews travel, purchase and fleet card use for compliance with gov-ernment and departmental policy. IV.4.C REVIEW OF TRANSACTION DATA PROCESS |
F |
6 |
Activity |
F |
|
Centrally Billed Transaction Processing (FBMS) |
Payments |
Financial Management |
| REVIEW OF TRANSACTION FILE PROCESS (FBMS) |
This is the process that reviews uniform usage with Government and Departmental policies. FBMS Activity -- IV.5.E REVIEW OF TRANSACTION FILE PROCESS |
F |
6 |
Activity |
F |
|
Card Operations for Uniforms (FBMS) |
Payments |
Financial Management |
| RIK Barrels to SPR |
MRM BRM |
F |
6 |
Activity |
T |
Barrels Delivered
|
OS: Deliver Oil to DOE for Strategic Petroleum Reserve |
Energy Supply |
Energy |
| RIK Offshore Gas Reviews |
MRM BRM |
F |
7 |
Task |
T |
C97: Ensure Compliance - RIK Gas - Offshore
|
Compliance Reviews |
Energy Resource Management |
Energy |
| RIK Offshore Oil Reviews |
MRM BRM |
F |
7 |
Task |
T |
CA1: Ensure Compliance - RIK Oil - Offshore
|
Compliance Reviews |
Energy Resource Management |
Energy |
| RIK Oil Sold |
MRM BRM |
F |
6 |
Activity |
T |
Barrels Sold
MMBTUs Sold
|
|
Energy Resource Management |
Energy |
| RIK Onshore Reviews |
MRM BRM |
F |
7 |
Task |
T |
CA2: Ensure Compliance - RIK Gas - Wyoming
CA3: Ensure Compliance - RIK Oil - Wyoming
|
Compliance Reviews |
Energy Resource Management |
Energy |
| ROUTINE MAINTENANCE NEEDS PROCESS (FBMS) |
The Maintenance Needs Process identifies routine maintenance needs through needs assessments and maintenance management planning. FBMS Activity -- VIII.2.C ROUTINE MAINTENANCE NEEDS PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| Rule Publication |
Rule Publication – includes all activities associated with the publication of a proposed or final rule in the Federal Register and Code of Federal Regulations. |
T |
3 |
Sub Function |
F |
|
|
Rule Publication |
Regulatory Development |
| S3: Provide Education and Interpretation Services |
Includes all costs associated with developing and delivering education and interpretation services. This will include all costs of developing the events, products, and services and distributing related brochures and other printed information.
Interpretation includes paper and electronic publications, such as guides, brochures, Web sites, CDs, films, books and articles.
Includes safety education to the public.
Does not include costs associated with exhibits including planning, development, production and installation for exhibits (including museum exhibits), wayside signage and exhibits, interpretive devices along trails, or other self-guided interpretive tours.
Does not include costs associated with planning, researching, producing and providing technical assistance. Technical assistance includes scientific and technical presentations, workshops, and technical conferences, |
F |
5 |
Process |
T |
|
Recreation Resource Education and Outreach |
Recreational Resource Management and Tourism |
Natural Resources |
| Sale of Public Resources/Land (FBMS) |
This sub-function involves complying with laws and regulations for the collection procedes from the sale of public resources/land including the tracking of individuals/organizations required to pay such amounts, calculating the proper amounts and collecting amounts due. FBMS Activity -- IX.3 Sale of Public Resources/Land |
F |
5 |
Process |
F |
|
REVENUE COLLECTION FUNCTION (FBMS) |
Collections and Receivables |
Financial Management |
| Save Selected Trip Options |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Scientific and Technological Research and Innovation |
Scientific and Technological Research and Innovation –includes all federal activities whose goal is the creation of new scientific and/or technological knowledge as a goal in itself, without a specific link to the other Lines of Business or Sub-functions |
T |
3 |
Sub Function |
T |
Research Functions for Advancement of Knowledge
|
|
Scientific and Technological Research and Innovation |
General Science and Innovation |
| Secure IT Assets |
MRM BRM |
F |
7 |
Task |
F |
IMI: Manage IT Security
|
Securing Assets |
Information Security |
Information and Technology Management |
| Securing Assets |
MRM BRM |
F |
6 |
Activity |
F |
Secure IT Assets
|
83: Secure IT |
Information Security |
Information and Technology Management |
| Security Management |
Security Management involves the physical protection of an organization’s personnel,
assets, and facilities (including security clearance management). Note: Activities related to securing data and information systems are addressed under the Information Systems Security Sub-function. |
T |
3 |
Sub Function |
F |
General Security Management Functions
|
|
Security Management |
Administrative Management |
| Select Profile Details |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Separation Management |
Separation Management conducts efficient and effective employee separation programs that assist employees in transitioning to non-Federal employment; facilitates the removal of unproductive, non-performing employees; and assists employees in transitioning to retirement. |
T |
3 |
Sub Function |
F |
|
|
Separation Management |
Human Resource Management |
| Service Recovery |
Service Recovery – involves the internal actions necessary to develop a plan for resuming operations after a catastrophic event occurs. |
T |
3 |
Sub Function |
F |
|
|
Service Recovery |
Internal Risk Management and Mitigation |
| Services Acquisition |
Services Acquisition – involves the oversight and/or management of contractors and service providers from the private sector. |
T |
3 |
Sub Function |
F |
|
|
Services Acquisition |
Supply Chain Management |
| Settle AMEX/Discover Refund |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Settle Credit Account |
|
F |
7 |
Task |
T |
|
Retail Sales |
Recreational Resource Management and Tourism |
Natural Resources |
| Settlements in Negotiation |
MRM BRM |
F |
7 |
Task |
T |
C78: Negotiate Indian Settlements
C79: Negotiate Federal Offshore Settlements
C80: Negotiate Federal Onshore Settlements
|
Settlements/ Decisions |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| Settlements/ Decisions |
MRM BRM |
F |
6 |
Activity |
T |
Appeals Received
Bankruptcy Proof of Claim Filings
Enforcement Actions
Open Litigation/False Claim Cases
Settlements in Negotiation
|
69: Process Litigation for Resource Protection |
Legal Prosecution and Litigation |
Litigation and Judicial Activities |
| SMARTPAY PROGRAM (FBMS) |
The SmartPay Program comprises the SmartPay central support functions and four Department business lines including purchase and convenience checks, travel, and fleet. The Department has elected to employ an integrated approach to support these functions through the use of a single Bank of America MasterCard. The SmartPay Program incorporates various accounting and administrative processes and functions, and transaction processing, provided by the Bank of Amer-ica, Total Systems Services, Inc., and Departmental procurement and finance offices.
The SmartPay Program is separated into two processes: Central Card Management Process that is the central functions operated on a departmentwide basis in conjunction with the BOA MasterCard and Card Operations Process that is the distributed processes operated by the indi-vidual bureaus of the Department.
FBMS Activity -- IV. SMARTPAY PROGRAM |
F |
4 |
Function |
F |
Card Operations for Uniforms (FBMS)
Central Card Management (FBMS)
Centrally Billed Transaction Processing (FBMS)
Employee Billed Transactions (FBMS)
Integrated Card Setup (FBMS)
SmartPay Program Data Exchange (FBMS)
|
Payments |
Payments |
Financial Management |
| SmartPay Program Data Exchange (FBMS) |
This is the process of recording payment transaction data in the core financial system, personal property system or the acquisition system to reflect the SmartPay transactions in these records. FBMS Activity -- IV.6 SmartPay Program Data Exchange |
F |
5 |
Process |
F |
|
SMARTPAY PROGRAM (FBMS) |
Payments |
Financial Management |
| Smoke Management |
The activities associated with the monitoirng and assessemnt of the affects and behavior of the smoke resulting from Wildland Fires.
|
F |
5 |
Process |
T |
|
Wildland Fire Fighting Operations |
Emergency Response |
Disaster Management |
| Social Services |
Social Services – involves activities designed to provide meaningful opportunities for social and economic growth of the disadvantaged sector of the population in order to develop individuals into productive and self-reliant citizens and promote social eq |
T |
3 |
Sub Function |
T |
Social Services Functions
|
|
Social Services |
Community and Social Services |
| Social Services Functions |
The specific activities support the Social Services discipline to include case work, counciling visitation etc… |
F |
4 |
Function |
T |
U6: Provide Social Services
Z4: Provide Community Assistance
|
Social Services |
Social Services |
Community and Social Services |
| SOLICITATION DOCUMENT PREPARATION PROCESS (FBMS) |
This process identifies and incorporates provisions and clauses that apply to the acquisition and assembles an Invitation for Bids (IFB), assemble a Request for Proposals (RFP) or Re-quest for Quotes (RFQ). Options might include:
(1) Sealed Bidding
(2) Contracting by Negotiation (RFP)
(3) Commercial Item Procurement (FAR Part 12)
(4) Simplified Acquisition procedures (FAR Part 13)
(5) A&E (FAR Part 36)
FBMS Activity -- III.3.B SOLICITATION DOCUMENT PREPARATION PROCESS |
F |
6 |
Activity |
F |
|
Solicitation-Award (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Solicitation-Award (FBMS) |
The Solicitation-Award involves those processes necessary to procure goods or services including issuing solicitation for good or services, evaluate and select offerors and award contract for goods or services. FBMS Activity -- III.3 Solicitation-Award |
F |
5 |
Process |
F |
AMENDING SOLICITATIONS PROCESS (FBMS)
ANNOUNCING PROPOSED PROCUREMENTS PROCESS (FBMS)
AWARD PROCESS (FBMS)
DEVELOP PROCUREMENT PLANS PROCESS (FBMS)
EVALUATION PROCESS (FBMS)
NEGOTIATION PROCESS (FBMS)
SOLICITATION DOCUMENT PREPARATION PROCESS (FBMS)
|
ACQUISITION FUNCTION (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Solids & Geothermal – Federal Audits |
MRM BRM |
F |
7 |
Task |
T |
C43: Audit Federal - Onshore Solids Revenues
CAZ: Carryover Audit Work - Federal Solids & Geothermal
|
Audits |
Energy Resource Management |
Energy |
| Solids & Geothermal - Federal Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
C15: RIV Compliance Review - Onshore Solids
C16: Monitor Geothermal Projects
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Solids & Geothermal - Federal Reviews - Limited-scope |
MRM BRM |
F |
7 |
Task |
T |
CE2: Process Coal Advance Royalty (Federal Portion)
CE3: Perform Lease Account Status - BLM/BIA (Federal Portion)
CLF: Limited Scope Compliance Review - Federal Solids & Geothermal
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Solids & Geothermal – Indian Audits |
MRM BRM |
F |
7 |
Task |
T |
C40: Audit Indian Mineral Revenues (Solids Portion)
CAV: Carryover Audit Work - Indian Solids
|
Audits |
Energy Resource Management |
Energy |
| Solids & Geothermal - Indian Reviews - Full-scope |
MRM BRM |
F |
7 |
Task |
T |
C44: RIV Compliance Review - Indian Solids
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Solids & Geothermal - Indian Reviews - Limited-scope |
MRM BRM |
F |
7 |
Task |
T |
CE2: Process Coal Advance Royalty (Indian Portion )
CE3: Perform Lease Account Status - BLM/BIA (Indian Portion )
CL1: Limited Scope Compliance Review - Indian Solids
|
Compliance Reviews |
Energy Resource Management |
Energy |
| Space Exploration and Innovation |
Space Exploration and Innovation – includes all activities devoted to innovations directed at human and robotic space flight and the development and operation of space launch and transportation systems, and the general research and exploration of outer sp |
T |
3 |
Sub Function |
T |
|
|
Space Exploration and Innovation |
General Science and Innovation |
| Space Operations |
Space Operations – involves the activities related to the safe launches/missions of passengers or goods into aerospace and includes commercial, scientific, and military operations. |
T |
3 |
Sub Function |
T |
|
|
Space Operations |
Transportation |
| Staff Acquisition |
Staff Acquisition – establishes procedures for recruiting and selecting high-quality, productive employees with the right skills and competencies, in accordance with merit system principles. This sub-function includes: developing a staffing strategy and p |
T |
3 |
Sub Function |
F |
Staff Recruitment and Employment |
|
Staff Acquisition |
Human Resource Management |
| Staff Recruitment and Employment |
Staff Recruitment and Employment refers to the active marketing and hiring of personnel to capitalize on opportunities and fill vacancies within an organization as well as the activities focused on retaining staff |
F |
4 |
Function |
F |
Recruitment and Staffing
|
Staff Acquisition |
Staff Acquisition |
Human Resource Management |
| Standard Setting / Reporting Guideline Development |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Standard Setting/Reporting Guideline Development |
Standard Setting / Reporting Guideline Development – involves the establishment of allowable limits associated with a regulated activity and the development of reporting requirements necessary to monitor and control compliance with allowable limits. This |
T |
3 |
Sub Function |
F |
Development of Wildland Fire Standards
|
|
Standard Setting/Reporting Guideline Development |
Regulatory Compliance and Enforcement |
| Standards Development |
TBD |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| State Loans |
State Loans – involves all disbursement of funds by the government to a state or local government (or Indian tribe) entity under a contract that requires the repayment of such funds with or without interest. |
T |
3 |
Sub Function |
F |
|
|
State Loans |
Transfers to States and Local Governments |
| Step 7: Perform Business Transformation Initiation Tasks (MBT) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| STORING PROCESS (FBMS) |
The Storing Process supports the monitoring of and accounting for inventory on hand. This activity fo-cuses on inventory which is held as stock as opposed to work-in-process, which is handled in the Work-in-Process Tracking process below. The Storing process consists of the following: Physical Verification, Movement and Tracking, Accounting for Stored Items, and Accounting for Items in Transit.
o Physical Verification supports the internal control process of verifying records of inventory on hand through comparisons with physical counts. If the data maintained in the system does not match the actual inventory, the system must be updated to reflect reality. These adjustments may affect physical control data, financial data, or both.
o Movement and Tracking monitors inventory items that are moved from one location to another but still remain on the books of the agency and under its control.
o Accounting for Stored Items maintains financial data on inventory items in storage.
o Accounting for Items in Transit maintains financial data and accounting control over inventory items which are in transit between storage locations.
FBMS Activity -- XIII.2.B STORING PROCESS |
F |
6 |
Activity |
F |
|
Inventory in Storage Management (FBMS) |
Inventory Control |
Supply Chain Management |
| Strategic National and Theater Defense |
Strategic National and Theater Defense – involves establishing national and multinational military objectives; sequencing initiatives; defining limits and assessing risks for the use of military and other instruments of national power; developing global p |
T |
3 |
Sub Function |
T |
|
|
Strategic National and Theater Defense |
Defense and National Security |
| Strategic Planning |
Strategic Planning – entails the determination of annual and long-term goals and the identification of the best approach for achieving those goals. |
T |
3 |
Sub Function |
F |
|
|
Strategic Planning |
Planning and Budgeting |
| Subsidies |
Subsidies – involves federal government financial transfers that reduce costs and/or increase revenues of producers. |
T |
3 |
Sub Function |
F |
|
|
Subsidies |
Federal Financial Assistance |
| Substance Control |
Substance Control – supports activities associated with the enforcement of laws regarding legal substances (i.e., alcohol and tobacco) and illegal narcotics including trafficking, possession, sale, distribution, and other related activities |
T |
3 |
Sub Function |
T |
Substance Control Functions
|
|
Substance Control |
Law Enforcement |
| Substance Control Functions |
The specific activites that are required to support substance control objectives such as drug enforcement activities, testing, monitoring etc.. |
F |
4 |
Function |
T |
|
Substance Control |
Substance Control |
Law Enforcement |
| SUCCESSION PLANNING PROCESS (FBMS) |
In conjunctions with managers and employees, HR professionals process HR competency data to identify candidates and training needed to fill key positions (based upon projected vacancies). FBMS Activity -- X.1.C SUCCESSION PLANNING PROCESS |
F |
5 |
Process |
F |
|
Human Resources Planning (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| Support for the Congressional Appropriation (FBMS) |
Support for the Congressional Appropriation is the sub-function that the Department must undertake to assist Congress is finalizing the Department's appropriation. This involves answering inquiries for the House and Senate staff, tracking changes in appropriation language, preparing justification materials to support budget requests, and defending those budget requests formally at congressional hearings and in-formally through staff contacts. FBMS Activity -- I.4 Support for the Congressional Appropriation |
F |
5 |
Process |
F |
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Support of the President's Budget (FBMS) |
The Department's support of the President's Budget is the sub-function that ensures the data included in the President's budget request to Congress is accurate and properly reflects the OMB ap-proved budget request for the Department. The major focus of the process is to ensure that budget request information in the MAX systems operated by OMB is accurate. FBMS Activity -- I.3 Support of the President's Budget |
F |
5 |
Process |
F |
|
BUDGET FORMULATION FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Survivor Compensation |
Survivor Compensation – provides compensation to the survivors of individuals currently receiving or eligible to receive benefits from the federal government. This includes, but is not limited to, survivors such as spouses or children of veterans or wage |
T |
3 |
Sub Function |
T |
|
|
Survivor Compensation |
Income Security |
| System and Network Monitoring |
System and Network Monitoring supports all activities related to the real-time
monitoring of systems and networks for optimal performance. |
T |
3 |
Sub Function |
F |
|
|
System and Network Monitoring |
Information and Technology Management |
| System Development |
System Development – supports all activities associated with the in-house design and development of software applications. |
T |
3 |
Sub Function |
F |
|
|
System Development |
Information and Technology Management |
| System Maintenance |
System Maintenance – supports all activities associated with the maintenance of in-house designed software applications. |
T |
3 |
Sub Function |
F |
|
|
System Maintenance |
Information and Technology Management |
| T0: Conduct Patrol Enforcement Activities |
The purpose of conducting patrol and enforcement activities is to prevent, deter, and apprehend those involved in unlawful activity. These activities provide a safe environment for visitors, residents, and employees and protect natural resources, critical infrastructure, and other facilities within the Department’s responsibilities. Patrol and enforcement activities include:
Conduct general patrol
Document incidents
Issue warnings and citations
Prepare reports and make arrests
Testify in court
Conduct checkpoints, respond to alarms
Perform surveillance
Perform traffic enforcement /control
Monitor hunting, fishing, trapping activities
Conduct preliminary investigations (collect evidence, protect crime scenes)
Conduct interviews
Obtain/execute warrants
Coordinate with other Bureau programs
Conduct crime prevention activities, community oriented policing
Conduct and receive training (international, national, local) related to patrol the function
Provide timely and effective response to the public in accident investigation, crimes in progress, etc.
Coordinate with federal, tribal, state, and local jurisdictions |
F |
5 |
Process |
T |
|
Citizen Protection Functions |
Citizen Protection |
Law Enforcement |
| T1: Conduct Non-Drug Investigative Activities |
The purpose of conducting non-drug enforcement investigative activities is to produce a factual report so appropriate authorities can determine a suitable course of action. Investigative activities include:
Receive information on suspected violations, gather, analyze, and process evidence
Pursue leads related to unlawful activity
Conduct interviews, surveillance, undercover operations
Prepare reports and affidavits
Prepare and execute arrest and search warrants
Prepare written investigative reports
Grand jury: interviews, prepare/serve subpoenas, testify; coordinate with prosecutors prior to filing charges
Purchase of evidence/payment of informants
Forensics examination
Internal affairs investigations
Court activities
Coordinate with other Bureau programs
Coordinate with federal, tribal, state, and local jurisdictions
Develop, improve, and demonstrate new technologies to enhance investigative methods
Utilize intelligence to target investigations
Conduct and receive training related to investigation functions (international, national and local)
Conduct program compliance reviews |
F |
5 |
Process |
F |
|
Criminal Apprehension Functions |
Criminal Apprehension |
Law Enforcement |
| T2: Inspect Concessions Operations |
This work activity includes all costs associated with inspecting third-party concessions, including visitor lodging, refreshments, gifts, and other items for sale. This work activity covers periodic (monthly, quarterly, etc.) inspections of the operations to ensure they adhere to prevailing health and safety codes. The scope of operations includes restaurants, snack bars, hotels, cabins, gift shops, and recreation, e.g. rafting companies. Inspections will evaluate the ongoing quality of concession contracts, for the purposes of food quality, room and facility cleanliness, OSHA, or other pertinent regulations. This work activity includes all of the costs associated with approving the nature, type, and quality of merchandise to be offered by concessionaires and approving all rates charged to visitors by concessionaires. This work activity also includes costs associated with assisting concessionaires in complying with regulations for the protection of historic properties (36 CFR Part 800) promulgated by the Advisory Council on Historic Preservation. |
F |
5 |
Process |
T |
|
Recreation Operations |
Recreational Resource Management and Tourism |
Natural Resources |
| T3: |
|
F |
1 |
Unknown |
F |
|
|
|
|
| T3: Conduct Emergency Response Activities |
Emergency Response Activities – Emergency response is narrowly defined as those activities that are unplanned and non-recurring events that are beyond the capability and resources normally planned for. Emergency response activities include:
Search and rescue/recovery
Emergency management services
Special event teams
Critical Incident Stress Management
Overhead/incident
Management teams
Hostage negotiations |
F |
5 |
Process |
T |
|
Emergency Response Functions |
Emergency Response |
Disaster Management |
| T4: Conduct Security A |
|
F |
1 |
Unknown |
F |
|
|
|
|
| T4: Conduct Security Activities |
Security Activities – These activities provide an increased level of security and protection to people, symbols, resources, and infrastructure and assets under the department’s trust so that they are safe from harm or damage. Security activities include:
Vulnerability assessments, threat assessments
VIP protection, Anti- and Counter-terrorism
Weapons of mass destruction (detection, training, and responding to)
Details to other agencies (FAM, Olympics)
Physical security measures
Personnel security
Border security
Liaison work related to security activities
Cross-deputation related to security activities
Security detail
FBI Joint terrorism task forces
US Attorney terrorism task forces
Responding to heighten threat levels |
F |
5 |
Process |
T |
|
General Security Management Functions |
Security Management |
Administrative Management |
| T5: Conduct Detention and Corrections Facility Activities |
Detention and Corrections Facility Activities – These activities provide a safe, clean, humane environment for incarcerated individuals. Detention and corrections facility activities include:
Bookings/releases of individuals to/from facilities
Transporting detainees to/from facility
Establish, coordinate, and monitor inmate activities
Conduct screening (medical and mental)·- perform inmate welfare checks including extra monitoring and mental health evaluations for suicide prone inmates
Conduct reintegration into community activities through IHS/mental health programs
Adult based education (GED) and vocational training·- coordinate, manage, and monitor visiting time
Provide inmate meals |
F |
5 |
Process |
T |
|
Criminal Incarcertation Functions |
Criminal Incarceration |
Correctional Activities |
| T6: Conduct Drug Enforcement Activities |
Drug enforcement activities include marijuana cultivation, methamphetamine production and cross-border smuggling, all causing the destruction of natural resources and increasing the risk to safety of public employees. Such activities should be primarily drug related and/or of such significance that it is the primary reason for the activity. Other enforcement activities, where drugs are of secondary significance (e.g. traffic stop for moving violations nets a simple possession charge for marijuana) should be considered a patrol activity. Drug interdiction activities include:
Detect and eradicate marijuana on public and tribal lands
Detect and investigate methamphetamine labs and dumpsites on public and tribal lands
Conduct investigations into drug trafficking organizations
Interdict drugs being smuggled into the US across public and tribal lands and conduct investigations
Investigate domestic narcotic trafficking
Coordinate with other federal, state, tribal, and local jurisdictions
Maintain database records for all drug activities
Monitor environmental damage - Utilize existing intelligence capabilities
Coordinate with the Office of National Drug Control Policy
Coordinate with all applicable High Intensity Drug Trafficking Areas
Utilize active military support, National Guard, and Civil Air Patrol |
F |
5 |
Process |
T |
|
Criminal Apprehension Functions |
Criminal Apprehension |
Law Enforcement |
| T7: Provide Beneficiary Trust Representation Services |
Activity includes all costs associated with beneficiary trust representation involving proactively communicating, providing trust management services, and representing the best interests of the beneficiaries in all trust matters. Also includes all costs to provide beneficiaries with timely and accurate information on trust accounts as follows:
Advise beneficiaries and other DOI personnel on trust management processes and issues;
Represent beneficiaries in fiduciary trust interests concerning trust assets and provide oversight of land and natural resource management;
Provide beneficiaries with timely and complete fiduciary trust information and reports, and conduct consultation with tribal and individual trust beneficiaries regarding management of fiduciary trust assets via telephone, walk-in, facsimile, letter or email;
Operation of the OST 1-800 Customer Service call center for the purpose of communicating and interacting with Indian beneficiaries and other requestors;
Facilitate beneficiary involvement in developing trust management plans, acquisition and disposal, and conveyances of trust assets;
Provide Indian tribes with technical assistance to develop, implement, and manage their tribal trust fund investment plans;
Provide outreach meetings with tribes and beneficiaries by advertising in Indian Country to begin resolving issues (i.e., development and implementation of outreach plan);
Increase the number of tribes that participate in cooperative audit programs for mineral leases;
Provide hands-on opportunities (through the Intergovernmental Personnel Act [IPA] program) to give Tribes knowledge and experience in performing royalty management processes; and
Coordinate DOI efforts in providing trust services.
|
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| T8: Provide Transportation Services |
This work activity includes all of the costs associated with providing transportation services for transporting visitors into/out of or within park boundaries. This work activity includes all of the costs associated with assessing the transportation and mobility needs of park visitors, as well as concessionaire and park employees within the park, and for accessing the park from gateway communities. This work activity includes all costs associated with providing vehicles or watercraft that enable persons with disabilities to access park facilities and recreation areas. |
F |
5 |
Process |
T |
|
Ground Transporation Functions |
Ground Transportation |
Transportation |
| T9: Provide Emergency Response and Health Services |
This activity covers work to respond to emergencies involving either recreational visitors or staff. It includes
Emergency medical services (EMS) for persons who become ill or injured within DOI areas, and provides assistance to local agencies through mutual aid agreement. The levels of EMS service range from basic first aid to advance life support measures, including ambulance transportation. Equipment and vehicles dedicated to EMS are also included.
Search and rescue operations for persons who get lost within DOI areas. Incidents range from searching for lost hikers to performing complex rescues at high-altitude mountain locations. Various equipment can be dedicated to this work, including satellite technology, helicopters, snowmobiles, and watercraft.
NOTE: DRAFT ACTIVITY DEFINITION – NPS TO REVISE |
F |
5 |
Process |
T |
|
Health Care Delivery Service Functions |
Health Care Delivery Services |
Health |
| Tactical Defense |
Tactical Defense – involves focusing on the ordered arrangement and maneuver of combat elements in relation to each other and to the enemy to achieve combat objectives. |
T |
3 |
Sub Function |
T |
|
|
Tactical Defense |
Defense and National Security |
| Tactical Weather Prediction |
Short term, local weather prediction for a wildland fire incident operations support.
|
F |
5 |
Process |
T |
|
Wildland Fire Fighting Operations |
Emergency Response |
Disaster Management |
| Tax and Fiscal Policy |
Tax and Fiscal Policy - encompasses analysis of the implications for economic growth and stability in the United States and the world of Federal tax and spending policies. This includes assessing the sustainability of current programs and policies, the best means for raising revenues, the distribution of tax liabilities, and the appropriate limits on debt. |
T |
3 |
Sub Function |
F |
|
|
|
Planning and Budgeting |
| Tax Credits |
Tax Credits – allows a special exclusion, exemption, or deduction from gross income or which provide a special credit, a preferential rate of tax, or a deferral of tax liability designed to encourage certain kinds of activities or to aid taxpayers in spec |
T |
3 |
Sub Function |
F |
|
|
Tax Credits |
Federal Financial Assistance |
| Taxation Management |
Taxation Management – includes activities associated with the implementation of the Internal Revenue Code and the collection of taxes in the United States and abroad. |
T |
3 |
Sub Function |
F |
|
|
Taxation Management |
General Government |
| TCS/PCS AUTHORIZATION PROCESS (FBMS) |
All TCS/PCS for the Federal government must be specifically authorized. The TCS/PCS au-thorization permits employee relocation using government funds and details the types of ex-penses authorized. A related employee service agreement must be prepared and retrievable based on the TCS/PCS travel authorization. All TCS/PCS travel authorizations are for one event and are not made on an open basis. FBMS Activity -- VI.4.A TCS/PCS AUTHORIZATION PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS REAL ESTATE EXCHANGE AND MOVE MANAGEMENT PROCESS (FBMS) |
Move management services are available for employees relocating. This includes house sales contractors, certain expenses related to the selling of real estate, and moving household effects. FBMS Activity -- VI.4.C TCS/PCS REAL ESTATE EXCHANGE AND MOVE MANAGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS TRAVEL ADVANCE PROCESS (FBMS) |
Authorized travel advances are issued for the estimated cash transaction expenses for new employees or transfers who do not have the government issued charge card. The advance is issued just before travel is begun or while travel is being performed. Travel advances are not to be taken after a trip is completed. Travel funds should be taken by an Automated Teller Machine (ATM) withdrawal using the agency travel card if available for intra-bureau trans-fers. If ATM advance is not available to the transferee, the agency will issue a government travel advance via electronic funds transfer (EFT) or Treasury check (an EFT waiver must be provided). FBMS Activity -- VI.4.D TCS/PCS TRAVEL ADVANCE PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS TRAVEL ARRANGEMENTS PROCESS (FBMS) |
For internal DOI employees transfering, TCS/PCS travel arrangements should be made through the Travel Management Center (TMC) and where possible use the government charge card. Often for new recruits or employees from other federal agencies, it is not possi-ble to use the government charge card or the TMC. In such cases, a corporate charge card account may be used to provide the employee and his/her family members common carrier transportation for househunting trips and transportation to the new duty station. FBMS Activity -- VI.4.B TCS/PCS TRAVEL ARRANGEMENTS PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS TRAVEL AUDIT PROCESS (FBMS) |
Once a travel voucher is completed, approved and forwarded to the finance office for reim-bursement, vouchers will be verified as proper through standard voucher examination proce-dures using computer based checks, statistical sampling and/or manual review. These procedures should include verification back to centrally paid items and compliance with Fed-eral travel regulations. FBMS Activity -- VI.4.F TCS/PCS TRAVEL AUDIT PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS TRAVEL REIMBURSEMENT PROCESS (FBMS) |
Once a travel voucher is certified for payment, when reimbursement is due the traveler, a payment schedule is forwarded to the Department of the Treasury for reimbursement to the traveler's bank account via EFT. Vouchers that are not paid within 30 days of the travelers signature must include interest and late penalties to the employee as required under the Travel and Transportation Improvement Act. Travel voucher payments should include the capability to pay a portion or all of the travel reimbursement to the charge card contractor if requested by the employee. The traveler should receive an electronic notice that a payment request on their behalf has been sent to Treasury. FBMS Activity -- VI.4.G TCS/PCS TRAVEL REIMBURSEMENT PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TCS/PCS TRAVEL VOUCHER PROCESS (FBMS) |
Once a travel assignment has been completed, or not less frequently than every 30 days for extended travel, the traveler will prepare and submit a travel voucher/claim for reimburse-ment of expenses he/she incurred in the performance of official travel. Often TCS/PCS travel will extend beyond 30 days. All claims must be in accordance with travel policies. The system is to provide for input by travel administrators, travelers and designated approv-ing officials at central and/or remote locations. The system is to also provide for automated input, and be easy to use with adequate prompts to lead the user through the program. FBMS Activity -- VI.4.E TCS/PCS TRAVEL VOUCHER PROCESS |
F |
6 |
Activity |
F |
|
Temporary/Permanent Change of Station (FBMS) |
Travel |
Administrative Management |
| TE3: External Audit Liaison/Reports - IND |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| TE5: Records Management - IND |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| Temporary Duty Travel Management (FBMS) |
The Temporary Duty Travel Management sub-function must be able to support the temporary duty travel from its inception through the point of payment. This includes preparation and approval of travel authorization; travel advances; travel arrangements; preparation and approval of travel vouchers; travel voucher audit; and payment/employee reimbursement. The travel function must provide for the use of mandated Federal travel charge cards. (Bank of America , MasterCard, is the current contractor.) Additionally, the system must provide for interfacing with Interior's Travel Management Center (TMC) for arranging common carrier tickets, lodging and ground transportation, effective January 1, 2001. (Omega World Travel is the current TMC contractor.) As travel expenses are in-curred, they must be recorded in chronological and systematic order. The system must make travel information available so that it can be easily and readily retrieved for analysis, decision support, operational control and external regulatory reports.
The travel system must provide the capability to override/change the order of precedence of the processing steps to handle unusual travel demands, to capture required standard data elements contained in the Federal Travel Regulation (FTR), and any additional data elements the agency may specifically require based on its needs. FBMS Activity -- VI.1 Temporary Duty Travel Management |
F |
5 |
Process |
F |
TRAVEL ADVANCE PROCESS (FBMS)
TRAVEL ARRANGEMENT PROCESS (FBMS)
TRAVEL AUDIT PROCESS (FBMS)
TRAVEL AUTHORIZATION PROCESS (FBMS)
TRAVEL REIMBURSEMENT PROCESS (FBMS)
TRAVEL VOUCHER PROCESS (FBMS)
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| Temporary/Permanent Change of Station (FBMS) |
A Temporary Change of Station (TCS) is the relocation of an employee on a temporary basis for a short period (not less than 6 months, nor more than 30 months) to a new official station while an employee is performing a long-term assignment. The employees who receive a TCS will sub-sequently return to the previous official station upon completion of that assignment. A Perma-nent Change of Station (PCS) is the relocation of an employee to a new official station or post of duty for permanent duty.
When relocation is authorized at Government expense, the TCS and PCS system requirements must provide mandatory functional capabilities reflected in this publication under the section en-titled Functional Description. In addition, the system must also identify, record, and process in-formation associated with the following allowances which may occur incident to a transfer: (1) househunting trip, (2) enroute transportation (including family), (3) per diem (including family), (4) transportation of household goods, (5) temporary storage, (6) non-temporary storage, (7) transportation of a mobile home, (8) temporary quarters subsistence expense, (9) residence trans-action expense reimbursement, (10) relocation services, (11) miscellaneous expenses allowance, (12) property management services, (13) transportation of privately owned vehicle (POV), (14) withholding tax allowance (WTA), (15) relocation income tax (RIT) allowance, and (16) home-sale program/home marketing incentive payments FBMS Activity -- VI.4 Temporary/Permanent Change of Station |
F |
5 |
Process |
F |
TCS/PCS AUTHORIZATION PROCESS (FBMS)
TCS/PCS REAL ESTATE EXCHANGE AND MOVE MANAGEMENT PROCESS (FBMS)
TCS/PCS TRAVEL ADVANCE PROCESS (FBMS)
TCS/PCS TRAVEL ARRANGEMENTS PROCESS (FBMS)
TCS/PCS TRAVEL AUDIT PROCESS (FBMS)
TCS/PCS TRAVEL REIMBURSEMENT PROCESS (FBMS)
TCS/PCS TRAVEL VOUCHER PROCESS (FBMS)
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| TERMINATION PROCESS (FBMS) |
This process determines the necessity for termination and determines the type of termination, i.e., termination for convenience or termination for default. FBMS Activity -- III.4.F TERMINATION PROCESS |
F |
6 |
Activity |
F |
|
Post-Award Administration (FBMS) |
Goods Acquisition |
Supply Chain Management |
| Time and Attendance Processing |
This process is necessary to comply with statutory and regulatory requirements when processing transac-tions and providing decision support capabilities in accomplishing activities associated with the time and attendance function. FBMS Activity -- X.8 Time and Attendance Processing |
F |
4 |
Function |
F |
COLLECT TIME AND ATTENDANCE (T&A) DATA
EDIT AND CORRECT T&A DATA
REPORT AND RELEASE T&A DATA
|
Compensation Management |
Compensation Management |
Human Resource Management |
| TOTAL SYSTEMS SERVICES (FBMS) |
This process reflects the private transaction processing company subcontracted by BOA to authorize card transaction requests from vendors, process card transactions, and develop transaction files for EAGLS. FBMS Activity -- IV.1.D TOTAL SYSTEMS SERVICES |
F |
6 |
Activity |
F |
|
Central Card Management (FBMS) |
Payments |
Financial Management |
| Track Information Delivery |
|
F |
1 |
Unknown |
F |
|
|
Recreational Resource Management and Tourism |
Natural Resources |
| Training and Employment |
Training and Employment – includes programs of job or skill training, employment services and placement, and programs to promote the hiring of marginal, unemployed, or low-income workers. |
T |
3 |
Sub Function |
T |
Training and Employment Functions
|
|
Training and Employment |
Workforce Management |
| Training and Employment Functions |
Training and employment includes programs of job or skill training, employment services and placement, and programs to promote the hiring of marginal, unemployed, or low income workers |
F |
4 |
Function |
T |
U9: Conduct Job Placement & Training
|
Training and Employment |
Training and Employment |
Workforce Management |
| Training Management |
|
F |
1 |
Sub Function |
F |
|
|
|
|
| TRAINING PLANNING PROCESS (FBMS) |
In conjunction with managers and employees, HR professionals develop (or procure) training programs and developmental assignments to meet employee training needs. FBMS Activity -- X.1.D TRAINING PLANNING PROCESS |
F |
5 |
Process |
F |
|
Human Resources Planning (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| TRANSACTION DEFINITION AND PROCESSING PROCESS (FBMS) |
Transaction Control defines, maintains and executes the posting and editing rules for transactions that are processed in the Core financial system. In addition to recording transactions originally entered into the Core financial system, the Core financial system must be able to process and record transac-tions originating in other systems, as well as keep track of such transactions and related information, in order to provide the basis for central financial control.
OMB Circular A-127 requires common processes to be used for processing similar kinds of transac-tions throughout an integrated financial management system to enable transactions to be reported in a consistent manner. It also requires financial events to be recorded applying the requirements of the SGL at the transaction level. This is accomplished by defining a standard transaction(s) for each ac-counting event. SGL accounting transactions typically update multiple budgetary and proprietary ac-counts based on a single accounting event. The core financial system must ensure that all transactions are handled consistently, regardless of their point of origin. It also must ensure that transactions are controlled properly to provide reasonable assurance that the recording, processing, and reporting of financial data are properly performed and that the completeness and accuracy of authorized transac-tions are ensured.
FBMS Activity -- II.6.B TRANSACTION DEFINITION AND PROCESSING PROCESS |
F |
6 |
Activity |
F |
|
Core Financial System Management (FBMS) |
Accounting |
Financial Management |
| TRANSACTION FILES FROM BOA PROCESS (FBMS) |
This is the process that receives the detailed uniform transactions information from BOA. IV.5.C TRANSACTION FILES FROM BOA PROCESS |
F |
6 |
Activity |
F |
|
Card Operations for Uniforms (FBMS) |
Payments |
Financial Management |
| Transportation System Audits |
MRM BRM |
F |
7 |
Task |
T |
C50: Audit Transportation Systems
CRT: Payor Audit - RIK Transportation
|
Audits |
Energy Resource Management |
Energy |
| Travel |
Travel – involves the activities associated with planning, preparing, and monitoring of business related travel for an organization’s employees. |
T |
3 |
Sub Function |
F |
TRAVEL FUNCTION (FBMS)
|
|
Travel |
Administrative Management |
| TRAVEL ADVANCE PROCESS (FBMS) |
Authorized travel advances are issued for the estimated cash transaction expenses just before travel has begun. Travel advances are not to be taken after a trip is completed. Travel ad-vances will normally be taken by an Automated Teller Machine (ATM) withdrawal using the agency travel card. These travel funds are reimburseable through the SmartPay program. In a few unusual cases the agency may issue a government travel advance via electronic funds transfer (EFT) or Treasury check. FBMS Activity -- VI.1.C TRAVEL ADVANCE PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| TRAVEL ARRANGEMENT PROCESS (FBMS) |
All official travel arrangements for the Federal government must be made through the Travel Management Center (TMC). The TMC will set up transportation arrangements through ap-proved common carriers, lodging arrangements and car rentals. All TMC Services should be paid via the Bank of America charge card. Certain tranactions are charged to the individuals charge card but will be paid centrally (e.g. airline tickets, car rentals, fuel for car rentals, parking, and for some bureaus lodging). A memo notification of these centrally paid transac-tions will be made on the monthly charge card statement to the employee. Other trip related charges will be billed to and paid directly by the employee using the government charge card (e.g. meals and lodging). Omega World Travel will charge a fee under the GSA Master Contract for its services. This fee is charged to the individual's charge card account and paid centrally with a memo notification on the employee's Bank of America account statement. The TMC will provide web based travel arrangement capabilities through Trip Manager. FBMS Activity -- VI.1.B TRAVEL ARRANGEMENT PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| TRAVEL AUDIT PROCESS (FBMS) |
Once a travel voucher is completed, approved and forwarded to the finance office for reim-bursement, vouchers will be verified as proper through standard voucher examination proce-dures using computer based checks, statistical sampling and/or manual review. These procedures should include verification back to centrally paid items and compliance with Fed-eral travel regulations. FBMS Activity -- VI.1.E TRAVEL AUDIT PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| TRAVEL AUTHORIZATION PROCESS (FBMS) |
All official travel for the Federal government must be specifically authorized. The Department uses trip-by-trip, limited open, and open travel authorizations. The travel authorization is the document used to provide approval to travel on official business and is the foundation upon which all other travel documents are processed. The travel authorization serves also as the funding approval/obligation of funds document. If it is not possible to obtain an authorization prior to travel, an agency may approve reimbursement for vouchered travel expenses after travel is completed. In such cases the travel voucher becomes the funding ap-proval/obligation of funds document. FBMS Activity -- VI.1.A TRAVEL AUTHORIZATION PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| Travel Data Exchange (FBMS) |
The travel system must provide travel transactions to the core financial system by gener-ating accounting transactions as needed, updating funds control, updating the standard general ledger, generating disbursement actions by electronic funds transfer (EFT), generating electronic notification of travel payments to employees, and updating subsidiary systems/modules. FBMS Activity -- VI.5 Travel Data Exchange |
F |
5 |
Process |
F |
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| TRAVEL FUNCTION (FBMS) |
The travel function supports the Department's management of travel and transportation activities and ex-penses. The function supports general TDY travel, temporary/permanent Change of Station, local travel and non-federal sponsored travel. FBMS Activity -- VI. TRAVEL FUNCTION |
F |
4 |
Function |
F |
Local Travel (FBMS)
Non-Federal Sponsored Travel (FBMS)
Temporary Duty Travel Management (FBMS)
Temporary/Permanent Change of Station (FBMS)
Travel Data Exchange (FBMS)
Travel Reporting (FBMS)
Travel System Administration (FBMS)
|
Travel |
Travel |
Administrative Management |
| TRAVEL REIMBURSEMENT PROCESS (FBMS) |
Once a travel voucher is certified for payment, when reimbursement is due the traveler, a payment schedule is forwarded to the Department of the Treasury for reimbursement to the traveler's bank account via EFT. Vouchers that are not paid within 30 days of the travelers signature date must include interest and late penalties to the traveler as required under the Travel and Transportation Improvement Act. Travel voucher payments should include the capability to pay a portion or all of the travel reimbursement to the charge card contractor if requested by the employee. The traveler should receive an electronic notice that a payment request on their behalf has been sent to Treasury. FBMS Activity -- VI.1.F TRAVEL REIMBURSEMENT PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| Travel Reporting (FBMS) |
The travel system should provide the capability to generate the required standard, ad hoc and query reports for all standard data elements as required by the FTR. FBMS Activity -- VI.6 Travel Reporting |
F |
5 |
Process |
F |
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| Travel System Administration (FBMS) |
The system administration provides centralized control and administration of the travel system. FBMS Activity -- VI.7 Travel System Administration |
F |
5 |
Process |
F |
|
TRAVEL FUNCTION (FBMS) |
Travel |
Administrative Management |
| TRAVEL VOUCHER PROCESS (FBMS) |
Travel vouchers should be submitted within 5 business days of the completion of travel. In the case of employees submitting monthly vouchers for detail travel, vouchers must be sub-mitted within 5 business cays after the end of the calendar month in which the travel was completed. All claims must be in accordance with travel policies. All claims must be in ac-cordance with travel policies. The system is to provide for input by travel administrators, travelers and designated approving officials at central and/or remote locations. The system should provide for all types of travel in accordance with the FTR. This includes computing tax withholding (WTA) for long-term temporary duty travel. The system is to also provide for automated input, and be easy to use with adequate prompts to lead the user through the program. FBMS Activity -- VI.1.D TRAVEL VOUCHER PROCESS |
F |
6 |
Activity |
F |
|
Temporary Duty Travel Management (FBMS) |
Travel |
Administrative Management |
| Treasury Cross-Servicing (FBMS) |
Cross-servicing occurs when Treasury's FMS or a Treasury-designated debt collection center provides debt collection services for other Federal agencies. The DCIA of 1996 mandates agencies to refer their delinquent non-tax debt over 180 days delinquent to Treasury or a Debt Collection Center for purposes of collection. Debt is considered delinquent if it is 180 days past due and is legally enforceable, i.e., there has been a final agency determination that the debt, in the amount stated, is due and there are no legal bars to collection action. For example, debts in an appeals process required by statute or regulation should not be transferred to a Debt Collection Center if collection action during the appeals process is prohibited. There are five specific instances where debts are excluded from transfer. They are:
o debts that are in litigation or foreclosure,
o debts that will be disposed of under an asset sales program within one year after becoming eligible for sale, or later than one year if consistent with an asset sales program and a schedule established by the agency and approved by the Director of OMB,
o debts that have been referred to a private collection contractor for collection for a period of time de-termined by Treasury,
o debts that have been referred to a Debt Collection Center with the consent of Treasury and for a pe-riod of time determined by Treasury, and
o debts that will be collected under internal offset if such offset is sufficient to collect the debt within three years after the debt is first delinquent.
An agency may refer non-tax debt less than 180 days delinquent to FMS, or with the consent of FMS, to a Treasury-designated debt collection center for appropriate debt collection action.
FBMS Activity -- XII.3 Treasury Cross-Servicing |
F |
5 |
Process |
F |
IDENTIFY ACCOUNTS SELECTED PROCESS (FBMS)
MONITOR ACCOUNTS REFERRED TO THE DEBT COLLECTION CENTER (FBMS)
USE AN AGENCY AUTHORIZED TO CROSS-SERVICE (FBMS)
|
DIRECT LOAN FUNCTION (FBMS) |
Funds Control |
Financial Management |
| Tribal Economic Development |
The obligation of the Federal government by CFR to provide economic development planning, political planning and community development. |
F |
4 |
Function |
T |
55: Manage the Advancement of Quality Communities for Indians & Alaskan Natives
V1: Promote Tribal Economic Development
V4: Support Tribal Government Operations
Z2: Support Indian Self Governance/Determination/Empowerment
|
Community and Regional Development |
Community and Regional Development |
Community and Social Services |
| Trip Planning Management |
The activity that supports the customers interest in identifying recreation resources through the GIS routing approach |
F |
6 |
Activity |
T |
Gather Trip Options
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| Trust AS-IS (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Audit Trust Funds AM.6 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Collect Deposit and Post/Transfer Trust Funds AM.2 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Disburse Trust Funds AM.4 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Invest Trust Funds AM.3 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Maintain Accounts AM.1 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Accounting Provide Statements and Reporting AM.5 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Appraisal (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Beneficiary Services (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Beneficiary Services Beneficiary Contact B.1 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Beneficiary Services Issue Response B.3 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Beneficiary Services Process Request B.2 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Close Trust Estate P.3 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Prepare Probate Case P.1 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Probate (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Probate Trust Estate P.2 |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Subsurface (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Surface (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Survey (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust AS-IS Title Services, Acquisition & Disposal (EDS) |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust TO BE BRDM |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Trust TOBE B1 Accept Inquiry/Request |
Requests from beneficiaries, 3rd parties and the general public may be accepted through a variety of communication channels including:
Transfer of a telephone call from the Call Center to an Integrated Servicing Office,
Telephone call or walk-in to an Integrated Servicing Office,
Email to an Integrated Servicing Office,
Transfer of a Telephone call or walk-in from an operational office to an Integrated Servicing Office, or
Telephone call or walk-in to an operational office.
In addition, notification requiring immediate action may be received, i.e., trespass.
Note: Requestors calling or walking into an operational office should be encouraged to contact an Integrated Servicing Office. The operational office representative needs to walk with the requestor to the Integrated Servicing Office to introduce him / her to the trust officer or another member of the integrated servicing team.
Sub processes include:
B.1.1 - Verify Beneficiary Identity
B.1.2 - Document Contact
B.1.3 - Verify Right to Information |
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Trust TOBE B11 Verify Beneficiary Identity
Trust TOBE B12 Document Contact
Trust TOBE B13 Verify Right to Information
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| Trust TOBE B11 Verify Beneficiary Identity |
When a beneficiary makes a request for information, technical assistance, a service or asset management counseling it is necessary to authenticate his/her identity in order to release or provide trust information. Normally, the beneficiary provides their name and a Personal Identification Number (PIN) to authenticate identify. If the name and PIN match with records in the trust integrated data the beneficiary's request is documented and processed. If the beneficiary name and PIN do not match with records in the trust integrated data, the request is declined and the action is annotated in the inquiry/request tracking data.
In the event that a beneficiary forgets his / her PIN, a secondary set of personal information can be matched with records stored in the trust integrated data and used to verify the beneficiary's identity and to assign a new PIN. The new PIN is stored in the trust integrated data and provided to the beneficiary in hard copy.
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| Trust TOBE B12 Document Contact |
The beneficiary's or 3rd party's request for information, technical assistance, a service or asset management counseling is documented in the automated tracking system to manage tracking, forwarding and status of the request. In addition, imminent threat reports to a trust asset, and requests for public information from a beneficiary, or external entity (i.e. general public, lessee) are logged into the automated tracking system.
As a request is made, the beneficiary or 3rd party name, identification information and inquiry/request specifics are entered into the tracking system through preformatted touch screens with automated prompting. After the contact information is recorded, the requestors name is matched with records in the tracking system and a request log displaying any historical records of previous requests from the requestor.
The requestor is also prompted to identify their preferred communication channel for receiving the response (i.e., verbal, written letter or e-mail). Previous response mechanisms are displayed in the request log and phone number, address and e-mail address information are verified.
If the request log indicates that the request is already opened, the open request is annotated to indicate that the requestor's request is a duplicate. In this case, the original owner of the request, (DOI or tribal employee), is notified electronically. If the request is not a repeat, the receiver assumes ownership of the request unless another request owner needs to be assigned. Ownership of the request is annotated in the tracking system.
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| Trust TOBE B13 Verify Right to Information |
When a request is being made by a 3rd party for proprietary trust information, the requestor's right to the information is verified by matching personal identification information with representation documents imaged and stored in the trust integrated data. If a match cannot be made, the receiver of the request must ask for written verification to be provided. Documents that are considered for verification of beneficiary representation include: Privacy Act release, Notarized documents showing Power of Attorney, and Court Orders. |
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| Trust TOBE B2 Prepare Information |
Upon receipt of a documented inquiry/request, information is prepared to respond to the requestor.
Sub processes include:
B.2.1 - Update Beneficiary's Personal Data
B.2.2 - Perform Research and Analysis of the Integrated Data
B.2.3 - Contact Appropriate Office
B.2.4 - Transfer Inquiry / Request to Appropriate Office
The majority of inquiries / requests are expected to be satisfied by querying the trust integrated data. If a general query of the trust integrated data cannot satisfy the request, assistance is obtained by contacting an appropriate office. If the request is overly complex or requires an update to the trust integrated data, it is transferred to an appropriate office.
In addition to responding to requestors, the process utilizes workflow tools to produce pre-scheduled products that are generated by the system i.e., account statements.
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Trust TOBE B21 Update Beneficiary's Personal Data
Trust TOBE B22 Perform Research and Analysis of Integrated Data
Trust TOBE B23 Contact Appropriate Office
Trust TOBE B24 Transfer Inquiry/Request to Appropriate Office
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| Trust TOBE B21 Update Beneficiary's Personal Data |
A beneficiary, 3rd party, parent, guardian or Power of Attorney may request an update to a beneficiary's personal information in the trust integrated data, (i.e., name, address, marital status, notification of death etc.). During the update process, the beneficiary's personal information records are accessed and the appropriate data elements are updated as requested. If the request is unclear, or there is a question, the beneficiary is consulted. After the update is made the system automatically generates a conformation notice for the beneficiary. Upon completing the update, the receiver of the request annotates the tacking system that the request for an update has been fulfilled and the confirmation notice sent to the beneficiary. |
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| Trust TOBE B22 Perform Research and Analysis of Integrated Data |
The Perform Research and Analysis of Integrated Data process is intended to satisfy a majority of beneficiary inquiries or requests without additional research or transfer. If a transfer is required, this process annotates the transfer in the tracking system.
Inquiries / requests are accommodated through querying, researching and analyzing beneficiary, financial and trust asset information residing in the trust integrated data. When a documented request is received, the trust integrated data is accessed and the necessary information assembled. Required queries on the assembled data are performed through preformatted standard menus. If necessary, ad hoc research and analysis are performed to address the more complex requests.
The general query, research and analysis efforts produce findings for satisfying the request so that a prepared response can be communicated to the requestor. When a response is prepared and is ready to be communicated, the tracking system is annotated.
If the query to the trust integrated data cannot satisfy the request, the requestor is automatically notified of a possible delay and the fact that the request can only be satisfied with the assistance of subject matter experts in an appropriate office; or even, a possible transfer of the request to an appropriate office. In the event that assistance from another office is required, or a transfer is necessary, the tracking system is annotated.
It is possible that requests received via walk- in or telephone call can be addressed by accessing the trust integrated data on a real time basis and standard, formatted responses can be produced. The use of standard menu queries and standard report formats should lead to the development of information kiosks that allow beneficiaries to access their own information.
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| Trust TOBE B23 Contact Appropriate Office |
If a general query of the trust integrated data cannot satisfy a request and assistance in responding to a complex request is required from subject matter experts in another office, this process identifies the steps for contacting an appropriate office. First, the request owner identifies the appropriate office to contact. Next, the request owner establishes contact with the appropriate office and a subject matter expert within the office. The request for assistance is posed to the subject matter expert who uses their experience, or corporate knowledge, to address the situation or respond to the inquiry or request. It is expected that the subject matter expert may have to access the trust integrated data and possibly make contact with the beneficiary to obtain additional information or to clarify facts.
After the subject matter expert has resolved an issue or provided a response to an inquiry, the request owner assembles any data required to prepare a response and then communicates the response back to the beneficiary. In the event that assistance from another office cannot satisfy a request, and a transfer of the request to the appropriate office is required for additional research, the tracking system is annotated with details of the transfer.
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| Trust TOBE B24 Transfer Inquiry/Request to Appropriate Office |
If a general query of the trust integrated data and the assistance of subject matter experts in an appropriate office cannot satisfy the request, the request is forwarded or transferred to an appropriate office for resolution. The tracking system is annotated to identify to which office the request is transferred. After transfer, the office uses the tracking system to monitor and provide interim statuses to the requestor. The receiving office also uses the BRDM process to communicate the prepared response to the requestor. Importantly, the originating office retains responsibility for ensuring that the request is fulfilled.
Usually, transfer to a DOI internal office is necessary for complex issues such as trespass, title audits, probates and imminent threats to trust assets. Transfers to external offices include referrals to non-trust asset related offices i.e., social services. A transfer to an appropriate internal office is also required when there is a need to update asset and land use records in the trust integrated data. For example, notification by a beneficiary of owner's use requires the transfer to the appropriate office for updating the land use records in the trust integrated data.
This process includes the steps for transferring a request to the appropriate office. First, the request owner identifies the appropriate office to contact. Next, the request is transferred to the appropriate office and a new request owner is assigned. Once the request has been transferred, the originating office notifies the requestor concerning the transfer and the tracking system is annotated with status details. After the office has conducted research and performed any process specific analysis to formulate a response, the response is communicated to the requestor.
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| Trust TOBE B3 Communicate Information |
Communicated information includes the distribution of requested information, service, product, advice, pre-scheduled products, and automated notices from any process. Appropriate reviews are conducted and the surname(s) are in place. The requestor is provided a choice as to which communication channel he / she prefers to receive information. In addition, follow-up to distributing a response is conducted, as well as a satisfaction survey.
Sub processes include:
B.3.1 - Issue Response Verbally
B.3.2 - Issue Response via Hard Copy
B.3.3 - Issue Response via Internet
B.3.4 - Conduct Follow-up
B.3.5 - Conduct Satisfaction Survey
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Trust TOBE B31 Issue Response Verbally
Trust TOBE B32 Issue Response Via Hard Copy
Trust TOBE B33 Issue Response Via Internet
Trust TOBE B34 Conduct Follow-up
Trust TOBE B35 Conduct Satisfaction Survey
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| Trust TOBE B31 Issue Response Verbally |
Delivery of a verbal response to a requestor occurs when:
The requestors' preferred communication channel for receiving the response is verbal, or
A response is issued during walk-in or telephone call dialogues.
Verbal responses include the results of a general query of the trust integrated data, prepared information, status updates, confirmation notices, options and/or advice. A verbal response may be a simple yes or no or it may be a detailed explanation of requested information.
A verbal response can be delivered by the request owner or by a subject matter expert in another office, it the request was transferred. Any approval required to release trust information is obtained prior to verbal delivery. After the response is issued by telephone, or in-person, the request owner annotates the tracking system with the details. |
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| Trust TOBE B32 Issue Response Via Hard Copy |
Delivery of information or a response in hard copy format occurs when:
The requestor's preferred communication channel for receiving the response is hard copy, or
A status update, prepared notice or pre-scheduled product that is generated as part of a trust business process.
Hard copy responses to a requestor may include the results of a general query of the trust integrated data, prepared information, status updates, confirmation notices, options and/or advice. A hard copy response can be delivered by the request owner or by a subject matter expert in the appropriate office, if the request was transferred. Any approval required to release trust information is obtained prior to delivery. If a formal response is required, the request owner prepares the appropriate cover sheet. All official documents are imaged and stored in the trust integrated data. After the hard copy response is issued in person, or via general mail, the request owner annotates the tracking system with the details.
Pre-scheduled products, such as account statements are delivered to account holders in hard copy format.
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| Trust TOBE B33 Issue Response Via Internet |
Delivery of information or a response via the Internet occurs when:
The requestor's preferred communication channel for receiving the response is the Internet, or
A status update, prepared automated notice or pre-scheduled product that is automatically generated as part of a trust business process.
Responses to a requestor via the Internet may include the results of a general query of the trust integrated data, prepared information, status updates, confirmation notices, options and/or advice. A response via the Internet can be delivered by the request owner or by a subject matter expert in an appropriate office, if the request was transferred. Any approval required to release trust information is obtained prior to delivery. After the response via the Internet is issued the request owner annotates the tracking system with the details.
Pre-scheduled products, such as account statements are delivered to account holders via the Internet, if the requestor's preferred communication channel is the Internet.
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| Trust TOBE B34 Conduct Follow-up |
Following up with the requestor after a response has been delivered is intended to develop and enhance the beneficiary / trustee relationship. The process begins with a decision to follow-up on hard copy format and / or Internet responses provided to requestors. It is assumed that there is not a 100% follow-up hence, the identification of requestors to be contacted are based upon a review of key transaction, performance and issue related criteria already documented in the tracking system. To help identify the universe of requestors to contact, the tracking system is queried to identify any requestors who received responses related to complex subject matter or controversial issues. The tracking system may also be queried to identify requestors who received responses during a specific period of time or over a specific length of time.
After the requestors are identified for follow-up, they are contacted by the Integrated Servicing Office to ensure that a response was received and to obtain any feedback. If the response was received, the requestor is asked if the response satisfied their original request and whether or not an additional request is needed. If the requestor has an additional request, it is documented and responded to through the BRDM process. If the requestor does not have an additional request, the tracking system is annotated with details on the follow-up and any beneficiary feedback.
In the event that the requestor did not receive the response, the reason for non-delivery of the response is determined and documented in the tracking system. Next, the original response is re-submitted to the requestor with the details annotated in the tracking system.
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| Trust TOBE B35 Conduct Satisfaction Survey |
Conducting a satisfaction survey uses a sampling methodology for determining the level of satisfaction that requestors have with the information or services they received. The process begins with a decision to conduct a satisfaction survey. Since the survey is a sample, the universe of requestors to be surveyed is based upon a review of key transaction, performance and issue related criteria already documented in the tracking system. To help identify the universe or subset of requestors to survey, the tracking system is queried to identify any requestors who received responses related to complex subject matter or controversial issues. The tracking system may also be queried to identify requestors who received responses during a specific period of time or over a specific length of time.
After the sampling universe is identified, an appropriate survey instrument is developed or selected from standard survey instruments stored in the trust integrated data. Next, the survey instrument is sent out along with incentives to encourage the return of the survey.
When the surveys are returned, the results are analyzed and annotated in the tracking system for later use in developing business process improvements / recommendations and outreach activities. If a survey instrument is returned with requestor feedback, or a new request, the submitter is contacted to obtain details so that the request or concern can be documented and responded to through the BRDM process. |
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| Trust TOBE B4 Analyze Inquiry/Request Data |
The analysis of the inquiry / request tracking data, which includes the satisfaction survey results, identifies opportunities for improving the trust business operations and enhancing the department's outreach program.
Sub processes include:
B.4.1 - Analyze Tracking Data
B.4.2 - Package Business Improvements |
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Trust TOBE B41 Analyze Tracking Data
Trust TOBE B42 Package Business Improvements
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| Trust TOBE B41 Analyze Tracking Data |
For the purpose of measuring and improving the efficiency of trust business processes and identifying outreach opportunities, the information collected in the tracking system is analyzed. The summary statistics that are produced by the tracking system are used for identifying trends in the frequency of requests and measuring the average time required for responding to requests. Analysis of the summary statistics may reveal a correlation between a high frequency of requests and a deficiency in a business process or control i.e., the frequency of trespass reported per month on a certain reservation. The results of the analysis are used to adjust or improve business process functions, accountability or service delivery standards. In addition, the results of the analysis may also identify problem areas that can be improved through outreach / education opportunities with the beneficiaries.
Although the tracking system information is continuously reviewed, the process is initiated by a decision to perform a periodic analysis. The periodic analysis begins with identifying the tracking system information required for analysis. After the tracking system is queried to extract the necessary information, summary statistics on the information are assembled. Next, data manipulation tools are used to analyze the summary statistics for patterns or trends, which can be related to issues or gaps in delivery of trust services. The issues or gaps are reviewed and evaluated in more detail by a committee assembled for the purpose of identifying business process improvements with initial recommendations and / or outreach / educational opportunities with initial recommendations. The committee prepares any reports and / or graphs needed to support the recommendations.
The business improvement recommendations and / or outreach / educational recommendations are documented in the tracking system. If a similar outreach / educational opportunity is currently being developed the details are annotated in the tracking system.
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| Trust TOBE B42 Package Business Improvements |
In order to implement a business process improvement recommendation, the same committee that initially identified the business improvement opportunity and made the initial recommendation must first formalize the recommendation. The committee performs any additional analysis by possibly conducting further analysis of the tracking system information. Next, the committee finalizes the recommendation in a report containing: a background, description of the improvement, possible options / alternatives, process benefits, the cost, the business impact and an implementation schedule.
The finalized recommendation is presented to the CTM Project Team for review before it is forwarded to the Trust Executive Steering Committee (TESC). After approval by the TESC, implementation of the recommendation is coordinated through the Trust Program Management Center (TPMC). Together, the TPMC and CTM Project Team implement the business process improvement.
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| Trust TOBE B5 Provide Beneficiary Outreach |
Department-wide outreach / educational programs are provided to the beneficiaries.
Sub processes include:
B.5.1 - Conduct Outreach Activity
B.5.2 - Post Outreach Activity |
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Trust TOBE B51 Conduct Outreach Activity
Trust TOBE B52 Post Outreach Activity
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| Trust TOBE B51 Conduct Outreach Activity |
The planning and conducting an outreach activity is initiated after an analysis of the tracking system information identifies an opportunity for improving services for beneficiaries through an outreach program.
(Note - Each of the subsequent process tasks has to consider the possibility that there may be another outreach activity already underway by another office and that any outreach activity must be coordinated).
Preparation for an outreach activity begins by confirming the need for an identified outreach opportunity. The need is confirmed by contacting the beneficiary, and any DOI internal office, or external entity that may be involved in supporting the outreach activity. Next, the identified outreach opportunity and topic is confirmed with a confirmation letter to the respective beneficiaries and any appropriate DOI internal office or external entity.
Once the opportunity is confirmed, the outreach topic and program is developed with the assistance of any other office subject matter expert who is knowledgeable on the topic and who can be available to participate in the outreach program. Outreach program development must also include a review of lessons learned from previous outreach experiences and considerations for any unique cultural needs, which must be identified and honored. Next, the outreach activity's educational materials, (brochures, FAQ's, handouts), are developed and the tools or equipment to address needs are assembled. After the program is developed, the outreach activity is scheduled; an agenda is established and the outreach activity is advertised. In addition, the outreach logistics are secured, including access to the trust integrated data so that requests can be responded to in real-time.
On the scheduled date, the formal or informal outreach activity takes place. By definition, formal outreach is a public meeting or educational workshop in which appropriate office representatives provide information and explanations to beneficiaries on a relevant topic. Outreach topics can include: how oil and gas resources and royalties are managed, heirship / probate, leasing agreements, land management plans and estate planning. The formal outreach activities are also meant to be a one-stop customer service for the beneficiary where, appropriate office representatives are available for face-to-face discussions. Importantly, the outreach activities have access to the tracking system and the trust integrated data so that beneficiary requests can be entered into the tracking system and responded to immediately or responded to at a later date; if the request involves contacting another office. |
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| Trust TOBE B52 Post Outreach Activity |
Completion of an outreach activity includes assessing the results of the survey that was distributed and following up on any actions identified during the activity. First, the survey results are summarized and evaluated. If a survey form is returned with feedback, the submitter may be contacted to clarify the concern. The results of the survey are shared with the appropriate office participating in the outreach activity.
Any action items that were identified during the outreach activity, including requests from beneficiaries, are compiled and annotated in the tracking system. Next, an owner is assigned to each action item and / or request and the assignment annotated in the tracking system. An action item may be assigned to a subject matter expert in another office that either participated in, or supported the outreach activity. Lessons learned from the outreach activity are also compiled and annotated in the tracking system.
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| Trust TOBE B6 Beneficiary Asset Counseling |
Asset counseling provides the beneficiary with a better understanding of options for the productive utilization of his / her trust assets. The counseling also enables beneficiary involvement in the management of his / her assets.
Sub processes include:
B.6.1 - Provide Counsel on Asset Options
B.6.2 - Facilitate Beneficiary Interests in Asset Management
B.6.3 - Account Administration |
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Trust TOBE B61 Provide Counsel on Asset Options
Trust TOBE B62 Facilitate Beneficiary Interests in Asset Management
Trust TOBE B63 Account Administration
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| Trust TOBE B61 Provide Counsel on Asset Options |
Providing counsel on asset options builds the beneficiary/trustee relationship by proactively counseling beneficiaries on trust asset use and management. Through the use of reliable information, that includes an accurate inventory of trust assets, and analytical tools, beneficiaries are advised on options for financial planning, land and natural resource planning, land and natural resource use, individualized trusts for IIM account holders, and estate planning. Specifically, counseling options may include ILCA related buyback options, renunciation of owner's interest, the adoption of inter-vivos trust and the use of idle and available lease lands.
The process begins through either a beneficiary making contact, or a proactive contact to the beneficiary. All contacts require that the beneficiary's identity is verified, and the contact is documented in the tracking system.
First, beneficiary input is required before asset management options or advice can be developed and proposed. A series of discussions are held with the beneficiary to identify and understand their interest, input and priorities related to financial planning, land and natural resources planning and land and natural resources use and management. All discussion sessions are noted in the tracking system.
Once the beneficiary's input is obtained, analytical tools are used with information from the trust integrated data to develop options, advice or solutions based upon: the effectiveness of current asset use, costs, benefits, planning and land use criteria, fiduciary obligations, financial criteria and environmental criteria. The identified options are presented to the beneficiary along with an explanation on how the options work including, cost and resource issues that might have to be addressed during implementation. A record of the options proposed to beneficiaries is recorded in the tracking system.
Note: The trust officer and appropriate program officer or specialist perform all counseling actions. Together, they gather beneficiary input, evaluate opportunities or alternatives and propose options to the beneficiary. Under the counseling business process, the trust officer performs the relationship manager and relationship builder role
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| Trust TOBE B62 Facilitate Beneficiary Interests in Asset Management |
The Facilitate Beneficiary Interest in Asset Management process creates a partnership in managing trust assets, by providing standard operating procedures that ensure beneficiaries are involved in asset management.
Sub processes include:
B.6.2.1 - Beneficiary Involvement for Ownership
B.6.2.2 - Beneficiary Involvement for Land & NR Planning
B.6.2.3 - Beneficiary Involvement for Land & NR Use & Mgt
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Trust TOBE B621 Beneficiary Involvement for Ownership
Trust TOBE B622 Beneficiary Involvement for Land & Natural Resource Planning
Trust TOBE B623 Beneficiary Involvement Land & Natural Resource Use & Mgmt
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| Trust TOBE B621 Beneficiary Involvement for Ownership |
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| Trust TOBE B622 Beneficiary Involvement for Land & Natural Resource Planning |
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| Trust TOBE B623 Beneficiary Involvement Land & Natural Resource Use & Mgmt |
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| Trust TOBE B63 Account Administration |
Since the Financial Operations process does not have any direct interface with the beneficiary, the Account Administration process performs the interactive account administration functions. Whether the beneficiary is making contact or there is a proactive contact with the beneficiary, all contacts require that the beneficiary's identity is verified, and the contact is documented in the tracking system.
Sub processes include:
B.6.3.1 - Beneficiary Account Administration
B.6.3.2 - Receivable Administration
B.6.3.3 - Payable Administration
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Trust TOBE B631 Beneficiary Account Administration
Trust TOBE B632 Receivable Administration
Trust TOBE B633 Payable Administration
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| Trust TOBE B631 Beneficiary Account Administration |
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| Trust TOBE B632 Receivable Administration |
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| Trust TOBE B633 Payable Administration |
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| Trust TOBE Beneficiary Relationship & Development Management |
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| Trust TOBE Fiduciary Trust Model |
The “To-Be� Model is the result of the Department’s effort to build a highly effective fiduciary trust services organization. During development of the “To-Be� Model, the business objectives outlined in the Department’s Comprehensive Trust Management Plan (CTM) were used to guide the business process redesign activity. When implemented, the “To-Be� Model will transform the current trust business processes into more efficient, consistent, integrated and fiscally responsible business processes that meet the needs and priorities of the beneficiaries.
Implementing the major changes in the proposed model the Department will transform the organization into a beneficiary-centric operation by: Migrating from 50+ fragmented data systems to an integrated nationwide system with automated workflow tools.
Automatic tracking and accountability for trust funds from collection of receipts through disbursements and reporting to beneficiaries.
Operating with standardized procedures when enforced allow the consistent execution of fiduciary responsibilities nationwide.
Developing partnerships with beneficiaries by engaging them in the management and use of their trust assets.
Providing accountability and protection of trust land and natural resources.
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Trust TOBE Beneficiary Relationship & Development Management
Trust TOBE Financial Operations
Trust TOBE Land & Natural Resources Business Planning
Trust TOBE Land & Natural Resources Use and Management
Trust TOBE Ownership
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| Trust TOBE Financial Operations |
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| Trust TOBE FO1 Receipt of Funds |
This process controls the flow of funds from receipt through posting to the appropriate accounts.
For a detailed explanation, see the following:
FO.1.1a Create Trust Funds Receivable
FO.1.1b Create Non-Trust Funds Receivable
FO.1.2a Receive and Post Trust Funds
FO.1.2b Receive and Post Non-Trust Funds
FO.1.3 Reconcile Exceptions
FO.1.4 Impose Penalties and Generate Notices
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Trust TOBE FO11a Create Trust Funds Receivable
Trust TOBE FO11b Create Non-Trust Funds Receivable
Trust TOBE FO12a Receive and Post Trust Funds
Trust TOBE FO12b Receive and Post Non-Trust Funds
Trust TOBE FO13 Reconcile Exceptions & Produce Report
Trust TOBE FO14 Impose Penalties and Generate Notices
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| Trust TOBE FO11a Create Trust Funds Receivable |
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| Trust TOBE FO11b Create Non-Trust Funds Receivable |
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| Trust TOBE FO12a Receive and Post Trust Funds |
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| Trust TOBE FO12b Receive and Post Non-Trust Funds |
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| Trust TOBE FO13 Reconcile Exceptions & Produce Report |
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| Trust TOBE FO14 Impose Penalties and Generate Notices |
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| Trust TOBE FO2 Investment Operations |
This process invests short-term and purchases and sells securities in accordance with tribal account holder investment strategies. It also provides investment performance information through the investment performance measurement system.
For a detailed explanation, see the following:
FO.2.1 Review Accounts and Investment Options
FO.2.2 Pool and Sweep Funds for Short Term Investment
FO.2.3 Execute Trades for Long Term Investment
FO.2.4 Produce Report
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Trust TOBE FO21 Review Accounts and Investment Options
Trust TOBE FO22 Pool and Sweep Funds for Short Term Investment
Trust TOBE FO23 Execute Trades for Long Term Investment
Trust TOBE FO24 Produce Report
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| Trust TOBE FO21 Review Accounts and Investment Options |
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| Trust TOBE FO22 Pool and Sweep Funds for Short Term Investment |
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| Trust TOBE FO23 Execute Trades for Long Term Investment |
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| Trust TOBE FO24 Produce Report |
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| Trust TOBE FO3 Disbursement |
This process allows an approved disbursement of funds, usually from a beneficiary account, to be made to a beneficiary or other authorized payee, such as an assignee or a service/product provider. Money received and automatically paid out to beneficiaries does not process through the payables system, but a check or electronic transfer is posted as a disbursement from trust or trust-related accounts.
For a detailed explanation, see the following:
FO.3.1 Create Funds Payable
FO.3.2 Create Pre-Disbursement File
FO.3.3 Reconcile Pre-Disbursement Exceptions
FO.3.4 Disburse Funds
FO.3.5 Post Funds
FO.3.6 Reconcile Deficiencies
FO.3.7 Generate Report
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Trust TOBE FO31 Create Funds Payable
Trust TOBE FO32 Create Pre-Disbursement File
Trust TOBE FO33 Reconcile Pre-Disbursement Exceptions
Trust TOBE FO34 Disburse Funds
Trust TOBE FO35 Post Disbursements
Trust TOBE FO36 Reconcile Deficiencies
Trust TOBE FO37 Generate Report
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| Trust TOBE FO31 Create Funds Payable |
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| Trust TOBE FO32 Create Pre-Disbursement File |
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| Trust TOBE FO33 Reconcile Pre-Disbursement Exceptions |
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| Trust TOBE FO34 Disburse Funds |
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| Trust TOBE FO35 Post Disbursements |
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| Trust TOBE FO36 Reconcile Deficiencies |
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| Trust TOBE FO37 Generate Report |
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| Trust TOBE FO4 Omnibus Reconciliation |
All trust accounting activities are reconciled through a process that minimizes manual intervention. Beneficiary account, funds receivable and payable and cash management balances are reconciled with data from the trust accounting systems and other sources such as Treasury, Federal Financial System (FFS), the lockbox operation and investment custodians. The reconciliation ensures the sum of funds credited to and disbursed from beneficiary accounts equals funds received by the trust and distributed to beneficiary, escrow and administrative accounts or disbursed to beneficiaries or other parties.
Omnibus reconciliation reconciles the control accounts (462-tribal account, 463-IIM account) to the total receipts and disbursements files and OTFM reconciles the subsidiary accounts with the daily receipts and disbursements.
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| Trust TOBE FO5 Reporting and Statements |
This process allows for the timely and accurate preparation and distribution of internal and external reports required by law or regulation to provide financial information for management decisions and audit. These reports are produced in response to a specific request or on a recurring schedule and are formatted to ease compliance with federal government reporting requirements.
Beneficiary account statements are also produced routinely. The statements include sufficient detail about deposits, withdrawals and explanations of transactions, to allow the beneficiary to understand and track his/her/their account activity. The statement is divided into the following sections:
Account activity, including receipts, disbursements and account balance
Projected account activity, including anticipated receipts and disbursements
Investment positions
Ownership interests in trust assets.
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| Trust TOBE Land & Natural Resources Business Planning |
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| Trust TOBE Land & Natural Resources Use and Management |
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| Trust TOBE O1 Conveyance |
Conveyances - Significant improvements include standardizing and automating conveyance processes, clarifying and streamlining acquisition and disposal regulations, and providing accountable decision making processes and opportunities for owner-managed trust.
The following benefits are expected: Standard formats and requirements for acquisitions and disposals
Automated nationwide updates of laws, regulations, policies, and procedures to provide immediate notification of changes to requirements
Accountability for the decision methodology is improved and maintained as part of the official record
Elimination of request for comments from interested parties for on-reservation fee-trust acquisitions of undivided interests in allotments and reduces cycle time from years to months
Provides an opportunity for beneficiary involvement and responsibility in the use and management of their trust assets
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Trust TOBE O11 Receive and Review Application Request (F-T)
Trust TOBE O11 Receive and Review Application Request (T-T & T-F)
Trust TOBE O11a Serve 30-Day Notices (F-T, On Reservation Undivided Interest)
Trust TOBE O12 Complete Application Package (F-T)
Trust TOBE O12 Complete Application Package (T-T & T-F)
Trust TOBE O13 Prepare Recommendation for Delegated Line Official (F-T)
Trust TOBE O13 Prepare Recommendation for Delegated Line Official (T-T & T-F)
Trust TOBE O14 Delegated Line Official Decision to Accept/Deny App. (F-T)
Trust TOBE O14 Delegated Line Official Decision to Accept/Deny App. (T-T & T-F)
Trust TOBE O15 Close Transaction (F-T)
Trust TOBE O15 Close Transaction (T-T & T-F)
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| Trust TOBE O11 Receive and Review Application Request (F-T) |
This process reviews and analyzes all documentation that is required to complete the conveyance. This includes the review of application by Realty Staff and receipt of the Categorical Exclusion/Environmental issues from Planning. Any identified issues should be addressed by either applicant or reviewing office. Issues are addressed by requestor.
Identify problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O11 Receive and Review Application Request (T-T & T-F) |
This process reviews and analyzes all documentation that is required to complete the conveyance. This includes the review of application by Program Staff and receipt of the Categorical Exclusions/Environmental documentation from Planning. Any identified issues should be addressed by either applicant or reviewing office. Issues are addressed by requestor.
Identify problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O11a Serve 30-Day Notices (F-T, On Reservation Undivided Interest) |
This includes preparation of a notice by memorandum to State and Local Governments and other interested parties advising them that property within the boundaries of the reservation is being considered for an acquisition into trust. Notice is to address issues dealing with city services currently provided (i.e. city water, sewer, etc.)
Identify problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O12 Complete Application Package (F-T) |
This process includes review and analysis of all documentation that is required to complete a Fee to Trust acquisition in compliance with statutory and regulatory requirements. This includes the review of an automated application transferred by BRDM to Program Staff and automated receipt of the Categorical Exclusions/Environmental issues from LNRUM. For Gift Deed, Partition, and Exchange this will include Appraisal information. Appropriate automated documentation regarding survey services will be received from the BLM Surveyor.
Identify problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O12 Complete Application Package (T-T & T-F) |
This process includes review and analysis all documentation that is required to complete a Trust to Trust and/or Trust to Fee transaction in compliance with statutory and regulatory requirements. This includes the review of an automated application transferred by BRDM to Program Staff and automated receipt of the Categorical Exclusions/Environmental issues from LNRUM. For a Gift Deed, Partition, Exchange, Removal of Restrictions, or Patent in Fee, this will include Appraisal information. A Surveyor will provide appropriate automated information and documentation.
Identify problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O13 Prepare Recommendation for Delegated Line Official (F-T) |
This includes preparation of an automated format to address the background of the application and supporting documentation required to support the decision recommended by the staff. |
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| Trust TOBE O13 Prepare Recommendation for Delegated Line Official (T-T & T-F) |
This includes preparation of an automated format to address the background of the application and supporting documentation required to support the decision recommended by the staff. |
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| Trust TOBE O14 Delegated Line Official Decision to Accept/Deny App. (F-T) |
The Delegated Line Official reviews information submitted and makes an informed decision to accept or deny the acquisition request. |
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| Trust TOBE O14 Delegated Line Official Decision to Accept/Deny App. (T-T & T-F) |
The Delegated Line Official reviews information submitted and makes an informed decision to accept or deny the acquisition request. |
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| Trust TOBE O15 Close Transaction (F-T) |
This process includes the requirements of the Title Opinion have been met the trust document is executed and recorded.
The appeal period has expired then the file is closed.
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| Trust TOBE O15 Close Transaction (T-T & T-F) |
This process includes the requirements have been met the trust document is executed and recorded.
The appeal period has expired then the file is closed.
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| Trust TOBE O2 Survey |
Survey - Significant improvements include implementing a Department-wide geospatial data base of the Public Land Survey System (PLSS), standardizing inquiries and/or requests for surveys, and establishing a Cadastral survey certification program, and establishing Cadastral surveyors within regions. The following benefits are expected: One credible source of Federal land status information based on Cadastral data that delineates the official legal land description
The PLSS boundary evidence will be maintained as critical infrastructure
Survey inquiries and requests are expedited and improve service delivery
Cadastral surveyors will be located geographically to improve prioritization of survey needs
A certification program to increase the number of Cadastral surveyors will: Enhance ability to outsource Cadastral services in Indian country
Reduce the survey backlog, cycle time and cost
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Trust TOBE O21 Assess Customer Needs
Trust TOBE O22 Provide Existing Information to Requestor
Trust TOBE O23 Consultation & Other Survey Services
Trust TOBE O24 Request Cadastral Service
Trust TOBE O25 Assess Research Response
Trust TOBE O26 Conduct Cadastral Service
Trust TOBE O27 Distribute Survey Services Information
Trust TOBE O28 Provide Results to Requestor
Trust TOBE O29 Maintain PLSS
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| Trust TOBE O21 Assess Customer Needs |
This process involves reviewing and assessing the need for legal land information as presented by a requestor.
Cadastral Surveyor receives an initial inquiry for a survey service
Cadastral Surveyor determines if a survey service is necessary
If survey service is not needed, Cadastral Surveyor reviews all available data sources for legal land information
Cadastral Surveyor also identifies problems with this process that may be resolved through BRDM's Conduct Outreach Activities (B.5.1 Conduct Outreach and B.5.2 Post Outreach Activities). Provides support and/or participates in outreach activities.
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| Trust TOBE O22 Provide Existing Information to Requestor |
This process involves providing information to a requestor from multiple data sources
Cadastral Surveyor prepares and provides a response for the requestor via the BRDM process (if requestor is a beneficiary)
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| Trust TOBE O23 Consultation & Other Survey Services |
This process involves completing the inquiry with a consultation or other service by either a Cadastral Surveyor or licensed federal surveyor.
If a survey service is needed, the Cadastral Surveyor determines if a cadastral service is necessary. Cadastral service includes cadastral surveys, land status (with jurisdiction falling within managing Bureau/Agency), and GCDB/CGIS
If a cadastral service is not needed, the Cadastral Surveyor determines the type of service required
Cadastral Surveyor addresses the inquiry if time, money and priorities allow with justification to their Cadastral Chief
If Cadastral Surveyor is unable to address the inquiry, Cadastral Surveyor provides requestor with policies and procedures along with a list of licensed federal surveyors they can contract with to address their inquiry.
This process includes:
Record Investigation
Geodetic Control
Expert Witness Services
Maps
Diagrams
Investigation Report
Legal Description Review Certification
River Movement Studies
Eroded Lot Studies
Other Boundary Studies
Administrative Surveys
Local Survey Review Report
Certificate of Inspection and Possession
Chain of Surveys
Boundary Line Assurance Certification
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| Trust TOBE O24 Request Cadastral Service |
This process involves developing and delivering an official request for a cadastral service
If a survey service is needed, and it is a cadastral service, Cadastral Surveyor develops an official request
Cadastral Surveyor works with BLM to determine scope, prioritization and funding for requested service
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| Trust TOBE O25 Assess Research Response |
This process involves determining the type of cadastral service needed to adequately respond to request. Cadastral service includes cadastral surveys, land status (with jurisdiction falling within managing Bureau/Agency), and GCDB/CGIS. Also, the determination of who will complete the service is made, in-house or licensed federal surveyor.
BLM Indian Trust National Coordinator receives official request for cadastral service and assigns a priority ranking in CARS
National Coordinator notifies appropriate Cadastral Chief of BLM of official request that is prioritized within the list of survey services for the fiscal year and funded
Cadastral Chief or designee assigns a Cadastral Surveyor to be responsible for the request
Cadastral Surveyor reviews request
Cadastral Surveyor conducts research
Cadastral Surveyor determines type of cadastral service that will fulfill the request
Cadastral Surveyor determines how to achieve service - in-house or by licensed federal surveyor under direction and control of BLM
Cadastral Chief directs the Cadastral Surveyor to write the specials and/or assignment instructions for the survey, if that is the service needed
Cadastral Surveyor either assembles in-house team to complete request, or commercial activity is outsourced
Cadastral Surveyor selects a licensed federal surveyor from the list of certified licensed federal surveyors, if necessary
Commercial Activity Inspector (CAI) develops the contract
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| Trust TOBE O26 Conduct Cadastral Service |
This process involves completing the official request for a cadastral survey, land status (with jurisdiction falling within managing Bureau/Agency), and/or GCDB/CGIS service from either an in-house team or certified licensed federal surveyor. BLM provides oversight of licensed federal surveyors and controls and directs their output.
In-house team or certified licensed federal surveyor performs cadastral service to fulfill official request
Certified licensed federal surveyor forwards their output to the CAI within BLM
BLM reviews survey output, whether in-house or by licensed federal surveyor
Cadastral Chief approves final survey
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| Trust TOBE O27 Distribute Survey Services Information |
This process involves publishing the completion of a survey service and forwarding the output of the survey service to an identified distribution list and updating the integrated data with results once the appeal period has expired.
BLM publishes in the Federal Register and the 30-day Public Notice period begins.
After 30 days, with no protests or appeals, cadastral survey is officially filed.
If there is a protest or appeal, action is taken for resolution.
At end of appeals process, Cadastral Chief finalizes approval of survey and CARS is updated.
Entire survey process must be repeated again if survey is appealed and the appeal is upheld by IBLA.
Once the survey is officially filed, the Cadastral Chief instructs GCDB/CGIS staff to incorporate digital representation of the survey into the Geo-spatial/ land status database, replacing historical data.
Survey service results are distributed via official Distribution List:
Cadastral Surveyor (who will distribute to appropriate parties)
Washington Office for completion date
BLM Eastern States office (or other identified location) for the Secretary's copy
BLM ensures the integrated data reflects survey service results as required (this should be an automatic retrieval from the Geo-spatial/land status database).
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| Trust TOBE O28 Provide Results to Requestor |
This process involves the regional Cadastral Surveyor providing the requestor the results of the survey service.
At their discretion, Cadastral Surveyor may provide information to other interested parties (not on the official Distribution List) that have requested it.
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| Trust TOBE O29 Maintain PLSS |
This process involves basic maintenance of the PLSS and Metes and Bounds system established previously. Over time, monuments and boundaries are obliterated or lost, and need to be reestablished. GCDB/CGIS needs to be updated when changes or transactions happen.
BLM establishes a schedule for monument and boundary maintenance as well as GCDB/CGIS
BLM sends a team (internal, licensed federal surveyors, or interns) to inspect monuments and boundaries on the schedule
During the course of regularly scheduled surveys, surveyors inspect established monuments and boundary markers for maintenance purposes
Monuments and markers are enhanced, reestablished or replaced as necessary
New GCDB data is electronically gathered and uploaded into the system
Old GCDB data is archived and the new data is accepted and maintained
Boundary layer of CGIS is updated
Record of maintenance of PLSS is updated
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| Trust TOBE O3 Probate |
Probate - Significant changes include implementation of one national probate code, single office to adjudicate probates, method of oversight for probates by Region, and development of “Beneficiary Trust Agreements�. The following benefits are expected: Eliminates using the existing 30 + State probate codes and adjudication by two separate organizations (BIA and OHA)
Reduces backlog, fractionation and cycle time
Agreements are developed that allow the current beneficiary to designate who will receive trust assets upon their death thereby preventing probate
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Trust TOBE O31 Prepare Probate Case
Trust TOBE O32 Adjudicate
Trust TOBE O33 Close Probate Case
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| Trust TOBE O31 Prepare Probate Case |
This initial step is to query the Integrated Database to identify the decedents Trust assets, if any. If Trust assets exist the Probate staff prepares a Probate file using an interactive probate software tool.
When all documentation is complete the probate file, which includes a proposed decision, is electronically released to the Single Adjudication Office. If preparation of the case was prompted by a request for a presumption of death hearing, the interactive probate software tool will guide the preparer in collection of the additional documentation needed for a presumption of death hearing.
Identify problems with this process that may be resolved through BRDM (B.5.1 Conduct Outreach Activities and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O32 Adjudicate |
Probate staff prepares a Probate file and transfers it to the Office of Trust Adjudication. Office of Trust Adjudication reviews the probate file and makes a preliminary determination if the probate can be done based on the record. If it appears that the case can be adjudicated on the record, it is recommended for a records based probate. If there are questions of fact or law then a hearing is scheduled.
When the case has been probated, either from a decision based on the record or a hearing, and the appeal period has expired the case is transferred to the LTRO and all agencies where the decedent had trust/restricted assets with distribution instructions for ownership changes and funds distributions.
Identify problems with this process that may be resolved through BRDM (B.5.1 Conduct Outreach Activities and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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Trust TOBE O321 Review of Probate File
Trust TOBE O322 Mail Proposed Decision
Trust TOBE O323 Hold Hearing
Trust TOBE O324 Finalize Decision
Trust TOBE O325 Consider Appeals
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| Trust TOBE O321 Review of Probate File |
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| Trust TOBE O322 Mail Proposed Decision |
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| Trust TOBE O323 Hold Hearing |
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| Trust TOBE O324 Finalize Decision |
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| Trust TOBE O325 Consider Appeals |
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| Trust TOBE O33 Close Probate Case |
When the judge releases the decision for implementation the probate specialist is electronically notified when ownership changes are made and funds distributed. When the decision is fully implemented the hardcopy probate is marked closed and filed.
Identify problems with this process that may be resolved through BRDM (B.5.1 Conduct Outreach Activities and B.5.2 Post Outreach Activities). Provide support and/or participate in outreach activities.
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| Trust TOBE O4 Title Certification |
Title Ownership Certification - Significant improvement are the use of one standard land status record system and standardization and automation of Title processes. The following benefits are expected: Single record system is based on Cadastral data, providing current and accurate ownership information and accessibility by staff to efficiently complete transactions
Standardize and prioritize title documents and recordation procedures by using electronic documents and signatures
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Trust TOBE O41 Record Approved Title Document
Trust TOBE O42 Receipt of Recorded Title Documents and Update Title
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| Trust TOBE O41 Record Approved Title Document |
This process records all approved Title documents that produce income or encumbers the land over one year in duration. The Title document is received into a queue from the originating office in electronic format, reviewed by the examiner to determine if it is a recordable document and, if it is, recorded. If it is not a recordable document the originating office is notified of the corrections needed. |
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| Trust TOBE O42 Receipt of Recorded Title Documents and Update Title |
This process is the update of the title database. |
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| Trust TOBE Ownership |
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| Trust TOBE P1 Determine Land and Natural Resources Value |
A valuation report is required when DOI or a beneficiary is initiating a wide-area planning process because program area land and natural resource values must be established. It is also possible that a request could be received to provide a site-specific valuation.
The person requesting valuation services; for example, a beneficiary, a BIA Staff Planner, Agency Superintendent or Realty Officer, first reviews the intended land and natural resources use and the intended purpose of the valuation to determine the most expedient, yet still appropriate valuation method. For example, evidence of market value for low risk / low value transactions can be based on market studies in lieu of appraisals and a schedule of standard rates can be consulted for simple, unobtrusive transactions. The requestor also reviews submittal guidelines prepared by the Office of Appraisal Services (OAS) to ascertain the required supporting documents that must be included with the request package.
The valuation request package is submitted to the appropriate office, usually a Regional Appraisal Office, for assignment to a staff or contract appraiser for completion of a report. However, mineral valuation requests are submitted to BLM and OSM, and timber valuation requests to BIA. If the appraisal office responsible for the completion of the valuation determines that the request package does not include all necessary information or is not in accordance with all applicable federal, state, tribal and local laws and regulations, they may cancel or postpone the request and return it to the requestor for further processing.
In the course of authorizing the production of a valuation report, the Regional Appraiser or assigned appraiser determines the preliminary scope of the report based on the information contained in the request package and in consultation with the requestor. He/she then reviews the purpose and intended use of the valuation and concurs with or revises the valuation method requested. If a new valuation is required, the Regional Appraiser assigns the request to a staff or contracted appraiser who then produces a program area or site-specific land and natural resources valuation report. For low value / low risk transactions, evidence of market value will be based on a market study in lieu of an appraisal. If DOI is initiating a planning team, when the valuation method to be employed has been finalized, the Staff Planner is notified of the associated cost for producing the valuation so the cost can be included in the planning team budget request.
The review and approval of Trust land valuations is an inherently federal function. The valuation will be reviewed for content, purpose and supporting documentation to ensure that the information contained is not misleading to its intended user. An OAS Regional Appraiser or Staff Reviewer most often performs reviews.
An approved or rejected valuation report with review statement is transmitted to the requestor. All work files and a copy of the report are retained indefinitely by the preparer and the original report is stored by the case file holder.
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Trust TOBE P11 Determine Appropriate Valuation Method
Trust TOBE P12 Conduct Valuation
Trust TOBE P13 Review Valuation
Trust TOBE P14 Transmit Determination
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| Trust TOBE P11 Determine Appropriate Valuation Method |
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| Trust TOBE P12 Conduct Valuation |
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| Trust TOBE P13 Review Valuation |
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| Trust TOBE P14 Transmit Determination |
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| Trust TOBE P2 Develop a Wide-Area Land and Natural Resource Plan |
DOI emphasizes that the optimal approach to plan development is that the project be initiated and led by the beneficiary. However, if the beneficiary does not undertake a planning project, DOI will initiate, especially if there is a benefit to expeditious leasing and permitting of the land and natural resources encompassed within the proposed plan's boundaries. A macro-level land and natural resources plan can be documented as a wide-area plan separate from a program-area plan, or a combination of both.
When DOI initiates a wide-area planning project, the amount of time that the plan will remain in affect is determined. The Staff Planner builds a planning team including beneficiary representatives and land and natural resources subject matter experts. The necessary funding required to complete the plan is also requested.
The Staff Planner documents the work plan, the communication plan and the work schedule. When resources, both funding and personnel, have been committed, the plan and schedule may be adjusted to better synchronize with the resources made available. Additionally, if it is determined at a later date that the plan and schedule are no longer viable due to changes in the scope of work, the schedule may be adjusted accordingly.
The beneficiary's intention for use of the land and natural resources is communicated to the planning team. An attempt is made by the planning team to contact all the beneficiaries and other interested parties represented within the plan's boundaries for comment. When the planning team is sure they understand the intended use and the beneficiary's reasons for their preference, the team compares the intent with the historical use of the land and natural resources. The team also compares the value of the current use with the intended use. The result of the analysis is input for the determination of the land and natural resources alternative uses.
The planning team also examines all existing data and analyses pertinent to the land and natural resources; e.g., treaties, court decisions, statutes, regulations, tribal code and ordinances, and any pending legislation or regulatory changes that might be enacted before the plan is deployed. It is assumed that if the necessary information is available, it is available in the integrated data system. If the information is not in the system, then the information has not been captured, sources are identified and a request is made to the appropriate parties that the data be obtained or developed.
Based on their analysis, the planning team recommends program area use alternatives and the outputs to be produced by each in sufficient detail for interested parties to understand the characteristics of each alternative, such as the quality and quantity of resource available. The alternatives are submitted to the beneficiary and other interested parties for review and discussion. Informational meetings are conducted regarding the merits and issues of each concept, and the beneficiary evaluates the alternatives based on their priorities.
The planning team then selects the land and natural resource uses to be documented in the plan. Although the selected uses usually maximize income, the selections can be tempered by the beneficiary's intended use, environmental considerations, short-term versus long-term maximization and laws and regulations.
After the use selections have been made, the planning team analyzes the characteristics of each program area and establishes subunits based on logical geographic boundaries and common use types. The boundaries may be adjusted during use and management of the resources due to suitability assessments that include economic cost/benefit of the designated type of use and site-specific environmental clearances.
The planning team also evaluates environmental considerations submitted from public meetings and written comments received within an imposed deadline. From all the comments received, determinations are made as to which recommendations:
Can be implemented without mitigating environmental consequences
Require mitigative measures be established and made operational in order for implementation to commence
Are eliminated from implementation based on environmental consequences.
If mitigative measures are required, the planning team establishes permits and procedures with the appropriate jurisdictional agencies in order to develop the specific mitigative procedures to be complied with during implementation; e.g., cultural inventories, biological opinions, findings, taking and/or construction permits. Historically, agencies that permit land and natural resources want the environmental documentation to be site-specific. However, an attempt is made to secure permits and clearances at the program area or management unit level.
The planning team writes the plan, incorporating pertinent data and decisions regarding land and natural resource use. NEPA documentation is prepared, as required. A macro-level land and natural resources plan can be documented as a wide-area plan separate from a program-area plan, or a combination of both. A wide-area plan, such as an expanded Integrated Resource Management Plan (IRMP), should span a 15 to 20 year period and documents intended land uses by program area, development priorities, threatened and endangered species and categorical exclusions. The plan may also include generalized land and natural resource descriptions and productivity ranges based on soils, water, distribution and other characteristics. A program-area plan, such as a Forest Management Plan or a Regional Range Plan, usually spans 5 to 10 years and designates land and natural resource use within each program area. The plan also identifies the units to be managed; i.e., management units, within each program area. The plan includes information such as:
Approximate gross acreage per program area
Boundaries of the management subunits within each program area
Quantity and quality of resource by program area; e.g., board feet of timber to be taken from board feet available
Land ownership status
Existing encumbrances; e.g., roadways, pipelines, existing leases, right-of-way
Broadly defined cultural sites
Other pertinent information as determined by the planning team
The beneficiary is provided draft versions of the plan, the Environmental Impact Statement if one is required, and all permit approval conditions. They review background information and supporting data, as necessary, and either agree or disagree that the documentation is complete. If incomplete, the documentation is returned for revision and/or enhancement.
If the plan is a wide-area plan, an attempt is made to contact all the beneficiaries represented within the plan's boundaries and notify them a public meeting on the plan will be held. Documentation of support for the plan is not required, but a best attempt is made to solicit input and feedback from all interested parties.
If the plan is a program-area plan, beneficiary support for the plan is documented as follows:
If a single tribe owns the land and natural resources within the program area, then authorized signature of an official tribal document indicates support for the plan.
If a formally organized tribal/allottee consortium represents the land and natural resource owners with the program area, then plan support is documented in accordance with the consortium decision-making process.
If a combination of multiple individual Indians and tribes owns the land and natural resources within the program area, then the following documentation of support is obtained:
o A BIA line official documents support of the plan on behalf of the multiple individual Indian owners (usually fractionated interest owners), and
o A tribal official on behalf of his/her tribe documents support for the plan.
When the planning team receives beneficiary support of the final plan and its associated Environmental Impact Statement, signatory DOI approval is also secured. When DOI develops the plan, the final plan itself serves as the record of decision. |
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Trust TOBE P21 Assemble Resources
Trust TOBE P22 Research Data and Beneficiary's Intent
Trust TOBE P23 Analyze Information and Assemble the Plan
Trust TOBE P24 Obtain Clearances, Approvals and Support
Trust TOBE P25 Issue Plan
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| Trust TOBE P21 Assemble Resources |
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| Trust TOBE P211 Request Resources |
DOI emphasizes that the optimal approach to plan development is that the project be initiated and led by the beneficiary. However, if the beneficiary does not undertake a planning project, DOI will initiate, especially if there is a benefit to expeditious leasing and permitting of the land and natural resources encompassed in the proposed plan.
When DOI initiates a wide-area planning project, the amount of time that the plan will remain in affect is determined. The Staff Planner builds a planning team including beneficiary representatives and land and natural resource subject matter experts. The necessary funding required to complete the plan is also requested. When the resources are committed, the work plan and schedule may be adjusted to better reflect the scope of work that can be accomplished.
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| Trust TOBE P212 Develop and Maintain the Project Plan & Schedule |
The Staff Planner documents the work plan, the communication plan and the work schedule. When resources, both funding and personnel, have been committed, the plan and schedule may be adjusted to better synchronize with the resources made available. At some later date, if it is determined that the plan and schedule are no longer viable due to changes in the scope of work, the documentation may be adjusted accordingly. |
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| Trust TOBE P22 Research Data and Beneficiary's Intent |
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| Trust TOBE P221 Understand Beneficiary's Intent |
An attempt is made to contact all the beneficiaries and other interested parties represented within the plan's boundaries to solicit input. The intended use of the land and natural resources is then communicated to the planning team. However, beneficiary consent is not required to proceed with wide-area planning.
When the team is sure they understand the intended use and the beneficiary's reasons for selecting the use, the team compares the intent with the historical use of the land and natural resources. The team then compares the value of the current use with the intended use.
The result of the analysis is included in the determination of the land and natural resources alternative uses. |
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| Trust TOBE P222 Collect Pertinent Data |
Examine all existing data pertinent to the land and natural resources; e.g., treaties, court decisions, statutes, regulations, tribal code and ordinances, and any pending legislation or regulatory changes that might be enacted before the plan is deployed. Evaluate the data and the quality of the analyses available. Determine what data and/or analyses are missing. Identify sources of the missing data and/or analyses.
It is assumed that if the necessary information is available, it is available in the integrated data system. If the information is not in the system, then the information has not been captured and a request is made to the appropriate parties that the data be obtained or developed. |
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| Trust TOBE P23 Analyze Information and Assemble the Plan |
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| Trust TOBE P231 Select Land and Natural Resources Use |
The planning team reviews beneficiary intent, historical use of the land and natural resources and other pertinent data that has been collected. The team recommends program area use alternatives and the outputs to be produced by each in sufficient detail for interested parties to understand the characteristics of each alternative. Although the selected use usually maximizes income, the selection can be tempered by the beneficiary's intended use, environmental considerations, short-term versus long-term maximization and tribal and federal statutory requirements. Single or multiple uses may be proposed.
Alternative program-area uses are submitted to the beneficiary for review and discussion. Informational meetings are conducted regarding the merits and issues of each concept, and the beneficiary evaluates the alternatives based on its priorities.
When the land and natural resource uses for each program area to be included in the plan have been selected, the planning team analyzes the characteristics of each program area and establishes subunits based on logical geographic boundaries and common use types. The boundaries may be adjusted during use and management of the resources due to suitability assessments that include economic cost/benefit of the designated type of use and site-specific environmental clearances.
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| Trust TOBE P232 Prepare Documentation |
The planning team writes the plan, incorporating pertinent data and decisions regarding land and natural resource use. NEPA documentation is prepared, if required. A macro-level land and natural resources plan can be documented as a wide-area plan separate from a program-area plan, or a combination of both.
A wide-area plan, such as an Integrated Resource Management Plan (IRMP), usually spans a 15 to 20 year period and documents intended land uses by program area, development priorities, threatened and endangered species and categorical exclusions, such as sacred sites. The plan may also include generalized land and natural resource descriptions and productivity ranges based on soils, water and other characteristics.
A program-area plan, such as a Forest Management Plan or a Regional Range Plan, usually spans 5 to 10 years and designates land and natural resource use within each program area. The plan also identifies the units to be managed within each program area. The plan includes information such as:
Approximate gross acreage per program area
Boundaries of the management subunits within each program area
Quantity and quality of resource by program area; e.g., board feet of timber to be taken from board feet available
Land ownership status
Existing encumbrances; e.g., roadways, pipelines, existing leases, rights-of-way
Broadly defined cultural sites
Other pertinent information as determined by the planning team
Draft versions of the plan are modified based on reviews by beneficiaries and other interested parties.
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| Trust TOBE P24 Obtain Clearances, Approvals and Support |
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| Trust TOBE P241 Request Environmental Clearances & DOI Approvals |
Obtain final clearances from jurisdictional tribal, DOI agencies, and other federal agencies; e.g., EPA, ACOE. NRCS.
The planning team evaluates all comments submitted from public meetings and written comments received within an imposed deadline. From all the comments received, determinations are made as to which recommendations 1) can be implemented without mitigating environmental consequences, 2) require mitigative measures be established and made operational in order for implementation to commence, and 3) are eliminated from implementation based on environmental consequences.
Item 2) above will continue establishing permits and procedures with the appropriate jurisdictional agencies in order to develop the specific mitigative procedures to be complied with during implementation through site inspections. Historically, agencies that permit land and natural resources want the environmental documentation to be site-specific. However, greater efficiency and expediency can be gained by securing permits and clearances for program areas or management units rather than at specific sites.
Appropriate jurisdictional units provide documented approvals of the mitigative procedures required for compliance during implementation phases (cultural inventories, biological opinions, findings, taking and/or construction permits, etc.).
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| Trust TOBE P242 Document Support for the Plan |
If the plan is a wide-area plan, such as an Integrated Resource Management Plan (IRMP), an attempt is made to contact all the beneficiaries represented within the plan's boundaries and notify them a public meeting on the plan will be held. Documentation of beneficiary support for the plan is not required, but a best attempt is made to solicit input and feedback from all interested parties.
If the plan is a program-area plan, beneficiary support for the plan is documented as follows:
If a single tribe owns the land and natural resources within the program area, then a tribal official documents support for the plan.
If a formally organized tribal or allottee consortium represents the land and natural resource owners with the program area, then plan support is documented in accordance with the consortium decision-making process.
If a combination of multiple individual Indians and tribes owns the land and natural resources within the program area, then the following documentation of support is obtained:
A BIA line official documents support of the plan on behalf of the multiple individual Indian owners (usually fractionated interest owners), and
A tribal official on behalf of his/her tribe documents support for the plan. |
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| Trust TOBE P25 Issue Plan |
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| Trust TOBE P3 Provide Planning Assistance and Approval |
DOI emphasizes that the optimal approach to plan development is that the project be initiated and led by a beneficiary, especially for wide-area plans.
A Staff Planner receives a request from a beneficiary for technical planning assistance. He/she understands the requestor's support requirements, determines the resource skills needed and secures the subject matter expertise necessary to deliver the assistance requested. DOI may:
Provide technical planning assistance and/or identifies and provides specific subject matter expertise to support the development of a macro-level plan.
Enter into a Memorandum of understanding with BIA, a beneficiary, and any other participating agencies to define roles and responsibilities.
Assist in a plan revision due to a change that affects the viability of an existing plan.
The Planner may also receive a request for participation in a beneficiary outreach event. He/she provides topics for inclusion and coordinates subject matter experts' participation during the event. When the event is over, the Planner ensures that planning-related action items are completed and captures lessons learned for consideration in organizing future outreach events.
When a plan is complete, the Staff Planner reviews and evaluates the documentation provided by the beneficiary, the supporting NEPA documentation, and other documents of authority to determine: 1) compliance with tribal and federal statutory requirements 2) accuracy of data disclosing the natural, physical, and human resources discussed, and 3) the relevance of the plan to current uses and future opportunities. If the documentation is incomplete, the plan is returned to the originator for revision.
When the plan is complete, the Staff Planner prepares a Record of Decision as supporting documentation to secure the written approval of the DOI official in order to ensure that the record is complete.
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Trust TOBE P31 Coordinate and Deliver Planning Assistance
Trust TOBE P32 Approve the Plan
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| Trust TOBE P31 Coordinate and Deliver Planning Assistance |
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| Trust TOBE P32 Approve the Plan |
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| Trust TOBE P4 Evaluate an Existing Land and Natural Resource Plan |
An existing plan is reviewed to determine its continued viability.
The Staff Planner reviews the existing plan to determine if it still 1) complies with applicable statutory requirements, 2) is consistent with the cumulative results of land and natural resources use, 3) addresses all known resources within program areas, 4) conforms with the beneficiary's desired use of the resources, and 5) accurately reflects ownership status within program areas.
If the plan is still viable, the BIA line official will issue a statement to that effect to all interested parties. After consultation with the beneficiary, the expiration date of the plan may be extended unless another triggering event occurs.
If the plan is no longer viable, the Staff Planner will determine possible shortfalls, decide what steps are necessary to bring the plan into compliance by 1) modification of specific portions of the plan and reissue the revised plan, or 2) a complete re-write of the plan, thereby initiating a full planning process led by the beneficiary or BIA. |
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| Trust TOBE UM1 Contract Preparation |
For a detailed explanation of this process, see the following:
UM.1.1 Establish MU Baseline
UM.1.2 Secure Beneficiary Consent
UM.1.3 Assess Land Use Suitability
UM.1.4 Obtain Site Specific Environmental Clearances
UM.1.5 Draft Land Use Requirements
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Trust TOBE UM11 Establish Management Unit Baseline
Trust TOBE UM12 Secure Beneficiary Consent
Trust TOBE UM13 Assess Land Use Suitability
Trust TOBE UM14 Obtain Site-Specific Environmental Clearances
Trust TOBE UM15 Draft Land Use Requirements
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| Trust TOBE UM11 Establish Management Unit Baseline |
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| Trust TOBE UM12 Secure Beneficiary Consent |
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| Trust TOBE UM121 Derive Consent Requirements |
Management Units are selected from the inventory of land that is available and appropriate for development of a land use contract. The ownership base is derived from ownership information. The ownership profile for each selected Management Unit is analyzed to determine whether consent is required, and if so, the specific requirements for consent based upon the intended type of use and the characteristics of the ownership base (e.g. highly fractionated). Consent requirements are documented in the land use contract system, and a consent notification list is produced.
This process will be implemented en masse for all MU's available for land use contract, by type of use (e.g. for all residential tracts available, for all range units available, etc.). Special consent requirements exist for Alaska.
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| Trust TOBE UM122 Request Beneficiary Consent |
Consent requests are published via the beneficiary's preferred method of contact, such as mail, email, or website access. Similarly, beneficiary responses may be received by mail, email, website or call center.
In cases of highly fractionated lands, a constructive notice is posted in public places and in newspapers, indicating the tract numbers, the type of proposed use, general locations of parcels/units, appeal time limits to granting actions and dates for providing comment.
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| Trust TOBE UM123 Evaluate Consent Responses |
Responses to request for beneficiary consent are received and recorded. If the consent requests are automated, a centralized office issues and tabulates responses and records that information in the trust integrated data system. Program staff are automatically notified of those MUs /tracts achieving the required consent threshold and the system is triggered to run a Consent Report summarizing responses by Management Unit. |
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| Trust TOBE UM124 Document Basis for Decision |
The consent report is reviewed and authority exercised where necessary on behalf of ownership interests as per the best interest of the beneficiaries and the preservation of the Trust corpus (e.g. for minors, whereabouts unknown, etc.). Sufficient consent to proceed with processing land use contracts, any other basis for authority to proceed with land use, or lack of authority to proceed is documented; and a record for the determination is produced. All physical responses are imaged or noted in the integrated system and sent to a central repository for storage. They are retained for 7 years after closure of any land use contract made effective under the consent or otherwise specified in the records manual. |
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| Trust TOBE UM13 Assess Land Use Suitability |
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| Trust TOBE UM14 Obtain Site-Specific Environmental Clearances |
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| Trust TOBE UM15 Draft Land Use Requirements |
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| Trust TOBE UM2 Manage Land Use Contract |
This process includes the advertisement or negotiation, processing and approving of land use contract applications. The land use applications are reviewed for completeness and compliance with necessary requirements. Information for financial terms is prepared and sent electronically to financial operations during the pre and post contract activities. The administration of the land use contract may involve modification to the contract. The land use contracts are closed by either natural expiration of the terms or by an enforcement activity.
For a detailed explanation of this process, see the following:
UM.2.1 Solicit land Use Contracts
UM.2.2 Award Tribal Enterprise
UM.2.3 Perform Tribal Allocation
UM.2.4 Conduct Bidding
UM.2.5 Negotiate Land Use Contract
UM.2.6 Approve Land Use Contract
UM.2.7 Administer Land Use Contract
UM.2.8 Close Land Use Contract
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Trust TOBE UM21 Solicit Land Use Contracts
Trust TOBE UM22 Award Tribal Enterprise
Trust TOBE UM23 Perform Tribal Allocation
Trust TOBE UM24 Conduct Bidding
Trust TOBE UM25 Negotiate Land Use Contract
Trust TOBE UM26 Approve Land Use Contract
Trust TOBE UM27 Administer Land Use Contract
Trust TOBE UM28 Close Land Use Contract
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| Trust TOBE UM21 Solicit Land Use Contracts |
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| Trust TOBE UM211 Advertise Land Use Availability |
At a minimum of six months prior to the expiration of the contracting period, promotion activities in preparation of the advertising period are initiated. Advertisement for agriculture should occur a year prior to the end and or beginning of use agreement period, for example, advertise in December 2003 for agricultural leases that will be enacted in January 2005.
Management unit available land resources are compiled by land use contract type (e.g., bid, allocation, renewal, or permit). Promotional materials and an advertising schedule are developed. Appropriate media is selected and a service contract is negotiated. MU draft advertisements for targeted media are compiled, specifying the method of operator/lessee selection, requirements and preferences criteria and application response details. Advertised leases are rarely used promoting land available for residential or business purposes.
Unless the management unit is highly fractioned (see UM1.2 Secure Beneficiary Consent), for an agricultural lease, landowners are provided a 90 day period to negotiate their own lease and in the event this is not completed then the BIA may advertise the property for lease on the landowner's behalf. Constructive notices are provided for highly fractionated land and not individual notices.
For those potential contracts that require bid deposits, information is made available to provide for submission of the required money to the lockbox. The bids are sent to the program office which verifies that the necessary deposit is receipted to validate an acceptable bid prior to bid opening.
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| Trust TOBE UM212 Process Pre-Contract Receipt Encoding |
Pre-contract receipt encoding of information is performed for collections received in the form of bid deposits or administrative fees associated with the acceptance of an application for a land use contract. Pre-collections of rental may be in some case required to perfect the land use contract. All pre-lease collections are sent to the lockbox.
This process is performed simultaneously with the administration of the application process.
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| Trust TOBE UM213 Process Land Use Application |
Applications for land and natural resource use are received. Applications may be in response to solicitations by landowners, land promotions, competive bid opening and/or advertisements. Application packages must include supporting documentation consistent with the draft land use requirements (see UM.1.5 Draft Land use Requirements) and bid deposits.
Land use contracts may also be drafted and processed for expiring land use contracts. In cases where granting authority exists to proceeed with the advertisement or allocation of these contracts, draft contracts are assembled and processed.
Applications are not accepted or processed without complete package proposals for commercial leases and all required supporting documentation included in the package upon submission to the servicing office.
An application is reviewed for completeness and accuracy, the contract's effect on Management Unit resources and surrounding properties, tribal laws and statutes, and the economic benefit to the beneficiaries.
Applications must be processed 90 days prior to the expiration of the existing land use contract. If no applications are received, an advertisement of available leases is processed.
Qualify applications within a 30-day timeframe.
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| Trust TOBE UM22 Award Tribal Enterprise |
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| Trust TOBE UM23 Perform Tribal Allocation |
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| Trust TOBE UM24 Conduct Bidding |
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| Trust TOBE UM25 Negotiate Land Use Contract |
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| Trust TOBE UM26 Approve Land Use Contract |
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| Trust TOBE UM27 Administer Land Use Contract |
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| Trust TOBE UM28 Close Land Use Contract |
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| Trust TOBE UM3 Manage Land Use Support Activity |
This process develops the criteria to fill gaps between the MU Plan and actual use. Specifics are defined for what, where, when, how, completion metrics, and any other relevant terms and conditions.
For a detailed explanation of this process, see the following:
UM.3.1 Define Support Activity Criteria
UM.3.2 Contract for Support Activity
UM.3.3 Perform Program Support Activity
UM.3.4 Provide Land Use Technical Assistance
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Trust TOBE UM31 Define Support Activity Criteria
Trust TOBE UM32 Contract for Support Activity
Trust TOBE UM33 Perform Program Support Activity
Trust TOBE UM34 Provide Land Use Technical Assistance
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| Trust TOBE UM31 Define Support Activity Criteria |
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| Trust TOBE UM32 Contract for Support Activity |
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| Trust TOBE UM33 Perform Program Support Activity |
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| Trust TOBE UM34 Provide Land Use Technical Assistance |
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| Trust TOBE UM4 Control Land and Natural Resource Use |
Management Units, both leased and non-leased, are regularly monitored to ensure that use is consistent with current expectations.
For a detailed explanation of this process, see the following:
UM.4.1 Monitor Management Units
UM.4.2 Document Owner's or Special Use
UM. 4.3 Assess Management Unit Use
UM.4.4 Perform Enforcement Action
UM 4.5 Report Land Status Summary
UM 4.6 Reconcile Production Reporting
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Trust TOBE UM41 Monitor Management Units
Trust TOBE UM42 Document Owner or Special Use
Trust TOBE UM43 Assess Management Unit Use
Trust TOBE UM44 Perform Enforcement Action
Trust TOBE UM45 Report Land Status Summary
Trust TOBE UM46 Reconcile Production Reporting
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| Trust TOBE UM41 Monitor Management Units |
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| Trust TOBE UM42 Document Owner or Special Use |
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| Trust TOBE UM43 Assess Management Unit Use |
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| Trust TOBE UM44 Perform Enforcement Action |
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| Trust TOBE UM45 Report Land Status Summary |
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| Trust TOBE UM46 Reconcile Production Reporting |
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| Trust TOBE UM461 Encode Independent Production Data |
Information provided by an independent source of operator production data is processed. The data may be sourced from a pre-production estimate by a BIA resource (e.g. pre-logging timber cruise), or from a post-production source (e.g. independently-operated truck scale, mineral assayer, pipeline operator, electronically received meter reading, physical site inspection, tank readings).
The data is traced to a specific land use contract within the integrated data for land use, via a cross-reference from the producing unit to a contract number. The information is then encoded in the land use system, ensuring appropriate reference to the correct underlying land base, the quantities, grades/qualities, and time period of production. References are also made to the terms of the related DOI land use contract, the data source, date of data receipt and date of encoding. Accuracy of the encoding is of great importance, as any errors will significantly impact additional trust administrative work, as well as tracking operator discrepancies as potential non-compliance.
The preferred method of data receipt is via electronic submission, with automated system processing of the submitted information. This results in the most timely and accurate encoding. Manual (paper-based) submissions may also be received at a centralized location for receipt, review/matching/encoding, and entry in the integrated land use system.
If no royalty report is submitted by the operator, then the production data will be cleared during the royalty reconciliation process. A funds receivable control record for the production period for the contract is updated to indicate that the receivable has been accrued for the production quantity.
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| Trust TOBE UM462 Encode Operator Production Reports |
Information is provided by an operator. Each item on the report is traced to a specific land use contract within the integrated data for land use, via a cross-reference from the producing unit to a contract number. The operator-provided information is then encoded to the land use system, ensuring appropriate reference to the correct underlying land base, the quantities, grades/qualities, and time period of production, and references each of these to the terms of the related land use contract, and date of receipt and date of encoding the production report. Accuracy of the encoding is of great importance, as any errors will significantly impact additional trust administrative work as well as tracking operator discrepancies as potential non-compliance.
The preferred method of data receipt is via electronic submission, with automated system processing of the submitted information. This results in the most timely and accurate encoding. Manual (paper-based) submissions may also be received at a centralized location for receipt, review/matching/encoding, and entry in the integrated land use system.
If no royalty report is submitted by the operator, then the production data will be cleared during the royalty reconciliation process. A funds receivable control record for the production period for the contract is updated to indicate that the receivable has been accrued for the production quantity.
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| Trust TOBE UM463 Reconcile Production |
Monitor encoded production records status for each land use contract and operational period. Three separate inputs are required to complete the reconciliation and a fourth input is optional (usually specified in the land use contract if it is required). The inputs include Independent Production Data, a Reconciled Royalty Report (or Funds Report), a specified Production Variation Tolerance (from trust monitoring activity), and relevant supporting documentation (production tickets, remittances, reconciliation recommendations, escrow accounts, etc.). The fourth input, which may be required in the land use contract, is an Operator Production Report.
All inputs are matched, via the reference to a land use contract and a specific land area. Production related information is traced and verified for agreement between the sources of information, specifically as to production quantity, grade & quality, location, time period, and (as needed) the related production unit price applied to the produced quantity.
The reconciler works with the operator, DOI organizations, and independent production measurers as required (e.g. assayer) to determine the root cause of differences between various production data for the same contract/period, within predefined tolerances as set either by the contract or previous assessments.
A Production Reconciliation report is prepared. Differences within the predefined tolerance are explained and the production basis to be used for payment is approved. Where differences exceed expectations, an agreement is reached with the operator on adjustments to be made, either to production reporting for the period, or to the remittance amount (or credit). Where the difference requires a change to the production period, a production reporting adjustment request is submitted in order to initiate a financial adjustment (invoice or credit) to the operator. The Production Reconciliation documents the root cause of the exception and the exception resolution.
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|
| Trust TOBE UM464 Perform Production Accountability Audit |
Receive a Production Accountability Audit Request when the Reconcile Production Process has determined that differences in source production records used to determine or confirm production-based revenue on a land use contract meet one of two conditions:
Differences are relatively small for each production period, but frequent enough and material enough over time to warrant further investigation as to the root cause, trend analysis, and beneficiary impact.
Differences are material, and even if explanation is justified, are substantial enough to warrant further investigation as to root cause, and to prevent further material discrepancies.
Audits will perform any investigative activities deemed necessary, including physical site inspections, gathering additional independent source data to validate existing source production data or explain discrepancies and assist in trend analysis and whether discrepancies consistently provide downward adjustments to beneficiary interests. Essentially this is a more detailed reconciliation as performed in UM.4.6.3, but may cover a broader period of time, e.g. months or years of production, and expand its scope of parties who may provide relevant information.
A Production Accountability Audit report is prepared. Differences within the predefined tolerance are explained and the production basis to be used for payment is approved. Where differences exceed expectations, an agreement is reached with the operator on adjustments to be made, either to production reporting for the period, or to the remittance amount (or credit). Where the difference requires a change to the production period, a production reporting adjustment request is submitted to Financial Operations to initiate a financial adjustment (invoice or credit) to the operator. The Production Reconciliation documents the root cause of the exception, and the exception resolution. |
F |
1 |
Unknown |
F |
|
|
|
|
| TS1: Support Intergovernmental Personnel Agreements - Indian |
MRM BRM |
F |
8 |
Task |
T |
|
Indian STRAC Audits |
Energy Resource Management |
Energy |
| TS2: Provide Indian Outreach |
MRM BRM |
F |
8 |
Task |
T |
|
Indian Outreach |
Energy Resource Management |
Energy |
| TSA: Support IMSC Indian Mineral Steering Committee |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| U |
|
F |
1 |
Unknown |
F |
|
|
|
|
| U0: Provide Trust Financial Management Services |
Activity includes all costs associated with trust financial management of Tribal and individual beneficiary trust accounts involving managing the collection, receipt, investment, and disbursement of funds generated by assets, as well as reporting on trust management activities. Also includes all costs to standardize processes, systems, and manage all account information as follows:
Collect funds from non-mineral leasing activities;
Collect gross mineral lease revenue;
Process receipt/collection of funds from trust assets;
After receipt of funds, maintain account balances, invest, disburse, and issue timely statements;
Facilitate distribution of funds and assist with collection of revenues from trust assets determined by ownership of land and natural resource assets;
Distribution of trust revenue by sending funds to the Office of Trust Funds Management (OTFM) as well as the BIA sending information necessary for OTFM to distribute funds;
Invest trust fund assets as regulated by statute while considering the best interest of the beneficiaries; and
Prepare financial reports on trust accounts and reconcile trust fund financial transactions and asset balance. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U1: Complete Tribal Water Settlements |
Activity includes all costs associated with negotiating, meeting, and drafting agreements/settlements; and planning, designing and constructing features necessary to meet tribal water rights settlements. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U2: Determine Indian Trust Ownership |
Activity includes all costs associated with the accuracy of data upon which trust land is maintained, trust land ownership is determined, trust income distributed, and trust accounts managed. Also includes all costs to standardize trust data elements, to implement quality controls that will ensure trust data is accurate, current, and secure as follows:
Determine ownership of land and natural resource assets to facilitate distribution of funds and assist with collection of revenues from trust assets;
Obtain cadastral surveys from BLM to establish accurate surveys and ensure collect boundaries for individual and tribal lands; and
Provide title, realty, and administrative information. This entails developing, maintaining, and making readily available accurate and current land asset ownership and administrative information, including acquisition, conveyance, encumbrances such as right of way and easements, mortgages and assignments, and disposal functions. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U3: Contract Concession Operations |
The scope of this work activity includes all of the costs associated with administering recreation contracts, including third party concessions and other private operations (profit or non-profit). The scope of costs covers advertising for a new concession contract, contract development, administration and accounting, the costs of land or other assets leased to the contractor, and joint management and decision making processes. Functions covered include approving the nature, type and quality of the facility and services offered by partners, and approving all changes due to modifications to existing agreements, and terminating as required. Also included are costs to assist partners in complying with regulations requiring Accessibility, Hazardous Materials, NEPA compliance, etc. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U4: Administer Probate on Indian Trust Estate |
Activity includes all costs associated with processing probate cases and verifying the accuracy of data used to determine appropriate ownership of trust assets for effective probate management, resulting in the elimination of the backlog, and streamlining and improving the probate process as follows:
Facilitate probate processing, preparing probate packages for hearings, reviewing probate packages, rendering probate decisions, and distributing trust assets to beneficiaries;
Provide estate planning services to Indians and Native Alaskans, such as consultation and reviewing land options, reviewing, preparing and securing wills;
Perform probate on trust assets, including attending hearings and gathering family data; and
Facilitate oversight, support, and assistance provided to the Department in eliminating the backlog of probate cases effectively to meet asset management and beneficiary service requirements. |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U5: Provide Indian and Alaskan Native Housing Assistance |
Provide standard condition housing to individual Indians and Alaska Natives and families, who are unable to obtain other housing assistance. Includes all costs associated with providing decent, safe and sanitary housing Collect applications, prioritize applicants, advance site visits, develop project costs, building inspections, monitor construction activity, |
F |
5 |
Process |
T |
|
Indian Trust Fullfilllment |
Community and Regional Development |
Community and Social Services |
| U6: Provide Social Services |
Includes all cost associated with the provision of financial, protection and counseling services provided to eligible Indian applicants. Also includes all costs related to providing alcohol and substance abuse counseling, Indian Child Welfare Act referrals, and supervising IIM accounts. |
F |
5 |
Process |
T |
|
Social Services Functions |
Social Services |
Community and Social Services |
| U8: Provide Tribal And Alaskan Native Education |
Includes all costs associated operating Indian pre-schools, elementary schools, secondary schools, and post secondary schools (on or off reservation). |
F |
5 |
Process |
T |
|
Elementary, Secondary, and Vocational Education Functions |
Elementary, Secondary, and Vocational Education |
Education |
| U9: Conduct Job Placement & Training |
Includes all costs for training, job placement and referral for vocational training for Indians. |
F |
5 |
Process |
T |
|
Training and Employment Functions |
Training and Employment |
Workforce Management |
| Unemployment Compensation |
Unemployment Compensation – provides income security to those who are no longer employed, while they seek new employment. |
T |
3 |
Sub Function |
T |
|
|
Unemployment Compensation |
Income Security |
| UNFUNDED DEFERRED MAINTENANCE TRACKING PROCESS (FBMS) |
The requirement to capture deferred maintenance and condition information on appropriate assets does not affect management's discretion with respect to: (1) establishing criteria for determining whether there is deferred maintenance and condition assessment/reporting, (2) the methodology used to determine the amount of deferred maintenance and assess condition, or (3) the specific system(s) used to develop or track deferred maintenance and condition information. Capture management's estimate of deferred maintenance, an assessment of the property's condition, and whether an environ-mental or hazardous substance is located on or contained within a property item in accordance with 41 CFR 101-42.202. FBMS Activity -- VIII.2.H UNFUNDED DEFERRED MAINTENANCE TRACKING PROCESS |
F |
6 |
Activity |
F |
|
Real Property Operations/Maintenance (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| UNIFORM CARD ISSUANCE PROCESS (FBMS) |
This is the process that manages authorization of cards for uniform transactions. IV.5.A UNIFORM CARD ISSUANCE PROCESS |
F |
6 |
Activity |
F |
|
Card Operations for Uniforms (FBMS) |
Payments |
Financial Management |
| UNIFORM CARD USAGE PROCESS (FBMS) |
This is the process that manages uniform charge usage. IV.5.B UNIFORM CARD USAGE PROCESS |
F |
6 |
Activity |
F |
|
Card Operations for Uniforms (FBMS) |
Payments |
Financial Management |
| Update Recreation Resource Inventory Availability |
The activity that keeps the inventory of recreational facilities and availabilty of resources current. |
F |
6 |
Activity |
T |
|
Manage Recreation Reservation and Information Services |
Recreational Resource Management and Tourism |
Natural Resources |
| USE AN AGENCY AUTHORIZED TO CROSS-SERVICE (FBMS) |
This process determines the agency's performance in collecting debts.
An automated system should:
o identify the volume and type of debts serviced.
o identify the tools used by the agency to collect its own debt.
o provide one or more years of information on the average age of debt over 180 days.
o calculate the amount of debt collected using various collection tools.
o accrue late charges, as required by referring agency.
o provide information to referring agency sufficient for the referring agency to satisfactorily com-plete the Report on Receivables Due From the Public.
o track, by portfolio, age of debt referred, dollar and number of referrals, collections on referred debts and report to Treasury on a monthly basis.
o provide information to referring agency as needed i.e., collections received.
o provide ad hoc reporting capability needed to satisfy referring agencies unique information re-quests such as, length of workout agreements, percent of debt that can be compromised, etc.
FBMS Activity -- XII.3.C USE AN AGENCY AUTHORIZED TO CROSS-SERVICE |
F |
6 |
Activity |
F |
|
Treasury Cross-Servicing (FBMS) |
Funds Control |
Financial Management |
| Use Authorization |
The activity that encompasses the indentification and submission of requests (permits etc..) to to use government land for an intended purpose, the supporting business decision process and the legal agreement reached between the parties. |
F |
4 |
Function |
T |
0A: Authorize Use of Cultural and Natural Heritage Resources
0D: Maintain Oil and Gas Lease Authorizations
0F: Process On-Shore Applications for Permits to Drill (APD) Applications
0H: Process Oil and Gas Leases
0M: Process Off-Shore Oil and Gas User Plans & Permits
0N: Prepare Vegetation Permits and Contracts
0Q: Process Coal Post Lease Actions
0V: Process Non-Energy Mineral Licenses, Permits or Leases
1D: Process Non-Energy Mineral Post Lease Actions
1E: Issue Grazing Permits/Leases
1S: Transfer Grazing Preferences
1V: Process and Manage Right-Of-Way (ROW) Decisions
1W: Issue Grazing Use Authorizations
|
Conservation, Marine and Land Management |
Conservation, Marine and Land Management |
Natural Resources |
| User Fee Collection |
User Fee Collection – involves the collection of fees assessed on individuals or organizations for the provision of government services and for the use of government goods or resources (i.e. National Parks). |
T |
3 |
Sub Function |
F |
Recreation Permits and Reservations Fee Collection
User Fee Collection Functions
|
|
User Fee Collection |
Revenue Collection |
| User Fee Collection Functions |
User fee collection involves the collection of fees assessed on individuals or organizations for the provision of Government services and for the use of Government goods or resources (i.e. National Parks). |
F |
4 |
Function |
F |
1A: Collect Mining Claim/Site Fee
2B: Collect, Manage, and Ensure Compliance - AML Fees
Y4: Collect and Disburse Mineral Revenues
|
User Fee Collection |
User Fee Collection |
Revenue Collection |
| UTILIZATION MANAGEMENT PROCESS (FBMS) |
|
F |
6 |
Activity |
F |
|
Real Property Management (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| UTILIZATION PROCESS (FBMS) |
This process oversees and evaluates utilization and maintenance of personal property including leased personal property. Utilization information on applicable personal property is used for both internal and external management reports. The conduct of all or portions of this function may reside with the bureaus' property management staff or with the accountable officer. This function is primarily per-formed by the personal property management staff to track motor vehicle and equipment utilization.
This process includes:
o Preventative, Routine and Planned Maintenance
o Unplanned Maintenance
o Asset Utilization, Analysis and Evaluation
FBMS Activity -- V.2.A UTILIZATION PROCESS |
F |
6 |
Activity |
F |
|
Managing Property (FBMS) |
Facilities, Fleet And Equipment Management |
Administrative Management |
| V1: Promote Tribal Economic Development |
Includes all costs associated with providing economic development opportunities to Indians. These include the marketing and management of loan guarantee programs, direct lending, and monitoring and maintaining loan portfolios. |
F |
5 |
Process |
T |
|
Tribal Economic Development |
Community and Regional Development |
Community and Social Services |
| V3: Manage Tribal Roads |
Includes all costs associated with the planning, design, construction, and maintenance of tribal roads (paved, gravel, and earthen), bridges, and other transportation facilities. Also includes the costs of contracts, and the monitoring and oversight of contracts related to these activities. |
F |
5 |
Process |
T |
|
Ground Transporation Functions |
Ground Transportation |
Transportation |
| V4: Support Tribal Government Operations |
Includes all costs associated with providing services to tribal governments, including maintaining tribal enrollment, issuing certificates of degree of Indian blood (CDIB), overseeing secretarial elections, reviewing tribal constitutions and charters, and providing judicial/court services. |
F |
5 |
Process |
T |
|
Tribal Economic Development |
Community and Regional Development |
Community and Social Services |
| Validate Fire Reported |
This activity describes the how the suspected fires are identified, called in to a review process and subsequently review. Review process addresses events like planned burns, all other sightings and documents the results of the analysis. |
F |
6 |
Activity |
T |
|
|
|
|
| Validate Information |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Validate Non-Fire Resource Request |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Validate/Authorize Payment |
|
F |
1 |
Unknown |
F |
|
|
|
|
| Valuation |
MRM BRM |
F |
6 |
Activity |
T |
Valuation Agreements
|
2H: Ensure Compliance and Manage Assets - Mineral Revenues |
Energy Resource Management |
Energy |
| Valuation Agreements |
MRM BRM |
F |
7 |
Task |
T |
C26: Prepare Future Valuation Agreements Indian
C27: Prepare Future Valuation Agreements Federal Onshore
C28: Prepare Future Valuation Agreements Offshore
|
Valuation |
Energy Resource Management |
Energy |
| W0: Manage Special Events and Demonstrations |
This work activity captures all costs for managing special events, to include the issuance of a Special Park Permit. The same resources devoted to normal department operations or missions are not included under this activity. |
F |
5 |
Process |
T |
|
Recreation Operations |
Recreational Resource Management and Tourism |
Natural Resources |
| W0: Manage Special Events and Demonstrations |
|
F |
5 |
Process |
T |
|
Recreation Operations |
Recreational Resource Management and Tourism |
Natural Resources |
| Water Resource Administration |
The general practice of administering the water assets and the supporting programs. |
F |
4 |
Function |
T |
0B: Manage and Protect Aquatic Resources
47: Manage Public Resources: Water
8J: Enhance Water Supply
9C: Oversee/Administer Water Service Contracts
9D: Provide Additional Water to Meet Various Needs
|
Water Resource Management |
Water Resource Management |
Natural Resources |
| Water Resource Management |
Water Resource Management – includes all activities that promote the effective use and management of the nation’s water resources. Notes: Environmental protection of water resources is included in the Environmental Management Line of Business. Hydroelectr |
T |
3 |
Sub Function |
T |
Water Resource Administration
Water Resource Operations and Maintenance
Water Resource Planning
Water Resource Treatments and Assessments
|
|
Water Resource Management |
Natural Resources |
| Water Resource Operations and Maintenance |
The general operations and maintenance of the facilities and required business process to support the distribution, collection and processing fo the water asset. |
F |
4 |
Function |
T |
4C: Construct Water Conveyance Facilities
4E: Maintain Surface and Ground Water Systems
4H: Operate Dams/Water Storage Facilities
4J: Operate Conveyance Facilities
4L: Reduce Dam Safety Risks
4M: Maintain Water Conveyance Facilities
5A: Maintain Dams/Water Storage Facilities
|
Water Resource Management |
Water Resource Management |
Natural Resources |
| Water Resource Planning |
Planning supports the development of the tasks that are required to support the future state of the water management and administration. |
F |
4 |
Function |
T |
22: Plan for Water and Related Resource Use
N5: Conduct Water Resource Development Studies
|
Water Resource Management |
Water Resource Management |
Natural Resources |
| Water Resource Treatments and Assessments |
The discipline that evaluates the effectivenes of techniques in establishing the required levels of quality and capacity standards. |
F |
4 |
Function |
T |
57: Manage Natural Resource Damage Assessment and Restoration Program to Imp-->
8H: Reduce Salt Loading into Colorado River/Reservoir System
8K: Implement Environmental Recommendations
M2: Assess Water Quality
M3: Assess Water Quantity
|
Water Resource Management |
Water Resource Management |
Natural Resources |
| Water Transportation |
Water Transportation – involves the activities related to ensuring the availability of transit and the safe passage of passengers and goods over sea and water. Note: The protection of maritime transportation from deliberate attack is included in the Trans |
T |
3 |
Sub Function |
T |
|
|
Water Transportation |
Transportation |
| Wildland Fire Fighting Operations |
|
F |
4 |
Function |
T |
6Z: Suppress Wildland Fires Outside the WUI
8T: Suppress Wildland Fires in the WUI
Smoke Management
Tactical Weather Prediction
|
Emergency Response |
Emergency Response |
Disaster Management |
| Wildland Fire Grant Management |
This mode of delivey includes all the associated grants funding, administration and management from Wildland Fire program to its partners inclusive of research, state and local governments.
|
F |
4 |
Function |
F |
Z4: Provide Community Assistance
|
Earmarked Grants |
Earmarked Grants |
Transfers to States and Local Governments |
| Wildland Fire Incident Assessment |
Initial assessment of reported fires. This is the initial on the ground assessment of any reported fire to determine if there is a fire, if it is planned, if the fire plan calls for fighting the fire, etc. |
F |
5 |
Process |
T |
|
|
|
|
| Wildland Fire Management Information Value Chain |
Main Symbol for the As-Is Wildland Fire Management Information Value Chain Diagram |
F |
8 |
Task |
F |
|
|
|
|
| Wildland Fire Research & Development |
|
F |
4 |
Function |
F |
|
Research and Development |
Research and Development |
Knowledge Creation and Management |
| Work Force Development (FBMS) |
This process supports work force development functional activities to comply with statutory and regula-tory requirements. FBMS Activity -- X.7 Work Force Development |
F |
4 |
Function |
F |
ADMINISTER EMPLOYEE DEVELOPMENT PROGRAM (FBMS)
DEVELOP TRAINING BUDGET (FBMS)
EVALUATE DEVELOPMENT AND TRAINING ACTIVITIES (FBMS)
|
Workplace Policy Development and Management |
Workplace Policy Development and Management |
Administrative Management |
| Worker Safety |
Worker Safety – refers to those activities undertaken to save lives, prevent injuries, and protect the health of America's workers. |
T |
3 |
Sub Function |
T |
Worker Safety and Education Functions
|
|
Worker Safety |
Workforce Management |
| Worker Safety and Education Functions |
The educational aspect of applying worker safey standards to the workforce and workplace. |
F |
4 |
Function |
T |
|
Worker Safety |
Worker Safety |
Workforce Management |
| Workforce Planning |
Workforce Planning – involves the processes for identifying the workforce competencies required to meet the agency’s strategic goals and for developing the strategies to meet these requirements. |
T |
3 |
Sub Function |
F |
|
|
Workforce Planning |
Planning and Budgeting |
| WORKFORCE PLANNING PROCESS (FBMS) |
In conjunction with managers, strategic planners, budget specialists, EEO specialists, and fi-nancial specialists, HR professionals process historical information, demographic informa-tion, and future projections to identify short and long term workforce needs in the areas of recruitment, retention, and training. FBMS Activity -- X.1.A WORKFORCE PLANNING PROCESS |
F |
5 |
Process |
F |
|
Human Resources Planning (FBMS) |
Workplace Policy Development and Management |
Administrative Management |
| WORKING CAPITAL AND REVOLVING FUND ACTIVITY (FBMS) |
Interior maintains a number of revolving funds, which include various working capital funds and a franchise fund. These funds require separate legislation and have specific charters that focus on spe-cific purposes. Such charters have the potential to make program management much more flexible by lifting apportionment controls while adding operational safeguards. If an agency uses revolving funds, the core system must be able to track service level agreements, verify funds availability, bill customers, and measure costs.
Once management has identified the cost objects it needs and the corresponding structure has been set up in the accounting system, the system accumulates cost data accordingly. Finally, cost information is prepared and distributed to managers. A cost object is any activity, output or item whose cost is to be measured, such as, organizational units, programs, projects, targeted outputs, specific contracts, specific customers, work orders, etc.
FBMS Activity -- II.5.D WORKING CAPITAL AND REVOLVING FUND ACTIVITY |
F |
6 |
Activity |
F |
|
Cost Management (FBMS) |
Accounting |
Financial Management |
| WORK-IN-PROCESS TRACKING PROCESS (FBMS) |
The Work-in-Process Tracking Process supports the monitoring of and accounting for inventory in a production process, such as manufacturing. The Work-in-Process Tracking process consists: Production Ordering, Accounting for Work-in-Process Costs, and Recording Finished Goods in Inventory.
o Production Ordering establishes orders for work to be performed based on customer orders or product demand forecasts. This work may be performed within the agency, by another agency, or by a private contractor.
o Accounting for Work-in-Process Costs supports the accounting treatments for work-in-process.
o Recording Finished Goods in Inventory accepts finished goods that have been manufactured and places them into the inventory of finished goods held for sale.
FBMS Activity -- XIII.3.B WORK-IN-PROCESS TRACKING PROCESS |
F |
6 |
Activity |
F |
|
Inventory Undergoing Repair or in Production (FBMS) |
Inventory Control |
Supply Chain Management |
| Workplace Policy Development and Management |
Workplace Policy Development and Management – includes all activities required to develop and disseminate workplace policies such as dress codes, time reporting requirements, telecommuting, etc. |
T |
3 |
Sub Function |
F |
Human Resources Planning (FBMS)
Work Force Development (FBMS)
|
|
Workplace Policy Development and Management |
Administrative Management |
| WRITE-OFFS AND CLOSE-OUTS PROCESS (FBMS) |
OMB Circular A-129 and the Credit Supplement to the TFM describe effective write-off and close-out procedures for delinquent loan accounts. The Write-offs and Close-outs process consists of the following major activities:
o Identify and Document Accounts Selected for Write-off,
o Monitor Written-off Accounts, and
o Document Close-out of Uncollectible Accounts.
FBMS Activity -- XII.5.B WRITE-OFFS AND CLOSE-OUTS PROCESS |
F |
6 |
Activity |
F |
|
Delinquent Debt Collection (FBMS) |
Funds Control |
Financial Management |
| X2: Provide Technical Assistance to Inform Decisions on Fire-Adapted Ecosystems |
Technical assistance, technical support, technical training, technology transfer, or technical studies is provided to land managers and other customers to solve a variety of environmental problems relating to fire. These activities enhance resource management and policy development. Specific activities and technical assistance projects include but are not limited to: Design and systematic collection of environmental data; Analytical support; Data synthesis; Adaptive management techniques; Partnerships Does not include phone calls, multi-year ongoing relationships with stakeholders, priority ecosystem studies, or DOI on the Landscape projects.
|
F |
5 |
Process |
T |
|
Fire Management |
Disaster Preparedness and Planning |
Disaster Management |
| X5: Provide Technical Assistance to Inform Decisions on Invasive Species |
Provide assistance to users in explaining, interpreting, and applying technical and scientific information to address policy and management needs for facilitating the conservation of biological communities. Assistance includes technical support for emergency response; education, outreach, and assistance; advice to private and other landowners; and assisting practitioners in troubleshooting to support effective responses to Invasive Species.
Technical assistance, technical training, technology transfer, or technical studies is provided to land managers and other customers to solve a variety of environmental problems. These activities enhance resource management and policy development. Specific activities and technical assistance projects include but are not limited to:
Support for design and systematic collection of data on Invasive Species and environmental or geologic data;
Analytical support;
Data synthesis;
Adaptive management techniques;
Partnerships (Federal/state/regional invasive species groups, Cooperative Research Units, et.al.) |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| X6: Provide Technical Assistance to Inform Decisions on Sustaining Biologica--> |
Provide assistance to users in explaining, interpreting, and applying technical and scientific information to address policy and management needs for facilitating the conservation of biological communities. Assistance includes technical support for emergency response (depredations at airports, oil spills, hazardous waste spills, disease outbreaks, hurricanes, health and safety, etc.); education, outreach, and assistance; advice to private and other landowners on habitat conservation; and assisting practitioners in troubleshooting .
Technical assistance, technical training, technology transfer, technical studies or technical support is provided to land managers and other customers to solve a variety of environmental problems. These activities enhance resource management and policy development. Specific activities and technical assistance projects include but are not limited to:
Design and systematic collection of environmental or geologic/seismographic data;
Analytical support;
Data synthesis;
Adaptive management techniques;
Partnerships (Cooperative Research Units, et.al.) |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| X8: Provide Technical Assistance for Cultural and Natural Heritage Resources |
All costs associated with assisting others (state, local, private, etc.) in the conservation, preservation, and protection of non-DOI cultural and natural heritage resources.
Includes working with partners through tax incentives, regulatory reviews, etc., to preserve and protect non-DOI cultural and natural heritage resources.
Includes technical transfer of information through consultation, workshops, training courses, and internship programs; review of state historic preservation plans; curation advice; and, assisting the international community.
Does not include developing content for Web sites; brochures, fact sheets, and other media which is coded to DOI activity Transfer Technical Knowledge of Cultural and Natural Heritage Resources through Publications (R5). |
F |
5 |
Process |
T |
|
Cultural Heritage Management |
Conservation, Marine and Land Management |
Natural Resources |
| Y4: Collect and Disburse Mineral Revenues |
All costs associated with receipt and processing of Federal and Indian mineral revenues and reports. Processing revenues (rents, royalties and bonuses) includes processing payor-submitted reports, reconciling errors and processing receipts. Also includes disbursement of mineral revenues and related information to the U.S. Treasury and States. |
F |
5 |
Process |
F |
Disbursing Mineral Revenues
Process Actions: Lease, Agreement and Well
Processing Actions
Processing Checks and Documents
Processing Invoices
Reconciling Accounts
Resolving Errors and Exceptions
|
User Fee Collection Functions |
User Fee Collection |
Revenue Collection |
| Y5: Provide Technical Assistance to Inform Decisions on Energy Resources |
Technical assistance, technical support, technical training, technology transfer, and technical studies are provided to land managers and other customers to solve a variety of environmental problems. These activities enhance resource management and policy development, including the design and systematic collection of environmental data, and analytical support for a variety of activities, including but not limited to: data synthesis, pollution and disease control, offsite impacts, enforcement activities, permitting, violation, abatement, firefighting, reclamation, stream protection, re-vegetation and husbandry techniques and adaptive management techniques. |
F |
5 |
Process |
T |
|
Energy Resource Research |
Energy Resource Management |
Energy |
| Y58: Late Disbursement Interest (Carryover) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| Y6: Provide Technical Assistance to Inform Decisions on Non-Energy Mineral R--> |
Technical assistance, technical training, technology transfer, technical studies, or technical support is provided to land managers and customers to solve a variety of environmental problems. These activities enhance resource management and policy development. Specific activities and technical assistance projects include but are not limited to:
Design and systematic collection of environmental data,
Analytical support,
Data synthesis,
Enforcement activities,
Revegetation and husbandry techniques
Adaptive management techniques
Permitting
Violation abatement
Offsite impacts
Partnerships (cooperative agreements) |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| Y72: Support FM Systems - non-RIK (Carryover) (Federal Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Federal Revenues |
User Fee Collection |
Revenue Collection |
| Y72: Support FM Systems - non-RIK (Carryover) (Indian Portion ) |
MRM BRM |
F |
8 |
Task |
F |
|
Disburse Indian Revenues |
User Fee Collection |
Revenue Collection |
| YC9: Support CAM Systems - CAM (Carryover) (50% to Audits) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Audits |
Energy Resource Management |
Energy |
| YC9: Support CAM Sytems - CAM (Carryover) (50% to Compliance Reviews (CR)) |
MRM BRM |
F |
8 |
Task |
T |
|
Other Compliance Reviews |
Energy Resource Management |
Energy |
| YMA: Provide IT Customer Support (Carryover) |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| YMB: Provide General Management (Carryover) |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| YMC: Perform Application Development (Carryover) |
MRM BRM |
F |
8 |
Task |
F |
|
Operate and Maintain IT Investments |
Lifecycle/Change Management |
Information and Technology Management |
| YMX: Hurricane Recovery, Non-Mission, Non-Labor |
MRM BRM |
F |
8 |
Task |
T |
|
General Management Support |
Energy Resource Management |
Energy |
| Z0: Administer Assistance Grants |
This work activity includes all of the costs associated with administering assistance grants. (Note: this activity does not include cost-share programs.). The work activity includes all of the costs associated with mailing out grant applications and application guidelines, reviewing and evaluating grant applications, processing application fees.
This work activity includes all cost associated with administering and providing oversight of grant program funds to ensure that the identification and protection of intended resources is accomplished in accordance with Federal requirements by the grantees receiving grant assistance.
This work activity includes all cost associated with efforts in developing program policy and providing technical assistance to partners.
This work activity includes all cost associated with providing training to Tribes, museums, and public agencies in complying with the statute. |
F |
5 |
Process |
F |
|
FINANCIAL ASSISTANCE FUNCTION - GRANTS (FBMS) |
Funds Control |
Financial Management |
| Z1: Provide Technical Assistance for Recreation |
Includes all of the costs associated with answering requests for assistance including but not limited to requests for funds, equipment, materials, and other forms of technical assistance. |
F |
5 |
Process |
T |
|
Recreation Resource Education and Outreach |
Recreational Resource Management and Tourism |
Natural Resources |
| Z2: Support Indian Self Governance/Determination/Empowerment |
Includes all costs associated with providing technical assistance to Tribes that compact/contract for the administration of Trust assets, and monitoring the administration of Trust assets by the Tribe to ensure compliance with fiduciary standards.Also includes all costs associated with transferring DOI programs (primarily BIA) to Tribes under the purview of Public Law 93-638.Related work activities include: negotiation of annual fund agreements, conduct annual evaluations, provide technical assistance to Tribes, and monitor Tribal administration of Trust assets. |
F |
5 |
Process |
T |
|
Tribal Economic Development |
Community and Regional Development |
Community and Social Services |
| Z3: Provide Technical Assistance to Inform Decisions on Managing Risk from N--> |
Technical assistance or technical support is provided to land managers to enhance resource management and policy development, including the design and systematic collection of environmental data, analytical support, and data synthesis. |
F |
5 |
Process |
T |
|
Knowledge Advancement |
Conservation, Marine and Land Management |
Natural Resources |
| Z4: Provide Community Assistance |
Community assistance and outreach build or enhance a community’s capacity for responding to wildfires. The activities include outreach programs (e.g. wildland fire prevention and education, training, and/or community action programs within the preparedness and fuels management programs) and grants to rural communities. Rural Fire Assistance is provided to communities in the form of a grant or award within the rural fire assistance program.
|
F |
5 |
Process |
T |
|
Wildland Fire Grant Management |
Earmarked Grants |
Transfers to States and Local Governments |
| Z5: Provide Technical Assistance to Inform Decisions |
Technical assistance or technical support is provided to land managers to enhance resource management and policy development, including the design and systematic collection of environmental data, analytical support, and data synthesis. |
F |
5 |
Process |
T |
|
Resource Management |
Conservation, Marine and Land Management |
Natural Resources |
| Z7: Provide Financial Assistance |
The objective of this activity is to provide financial assistance in the form of grants and direct payments for the insular areas, reimbursements to other agencies, and cooperative agreements with the insular governments.
Includes all actions taken to award and/or administer grants and direct payments. |
F |
5 |
Process |
T |
|
General Economic Development |
Community and Regional Development |
Community and Social Services |
