Line of Business Kick Off Meeting March 16

Line of Business Kick Off Meeting March 16, 2006

Lo. B Kick-Off Meeting Outcomes Common understanding of… • • Scope and expected outcomes for the Lo. B initiatives Key milestones, approach, and action plan Roles & responsibilities Immediate next steps 2

Lo. B Kick-Off Meeting Agenda 2: 00 Opening Remarks & Welcome Clay Johnson 2: 05 Lines of Business Opportunities Karen Evans Lynn Scarlett, Beth Robinson, and Deidre Lee 2: 15 High-level Timeline and Milestones, John Sindelar and Lo. B Deliverables 2: 35 Lo. B Logistics and Management Von Harrison Introduction - LOB Managing Partners 2: 50 Q&A OMB, GSA 2: 55 Wrap up and Closing Remarks Tim Young 3: 00 Adjourn 3

Lines of Business Opportunities OMB and the Lo. B Task Forces are focused on business-driven, common solutions developed through architectural processes. The following Lo. Bs will be undertaken in FY 2006: • Budget Formulation and Execution • IT Infrastructure Optimization • Geospatial Common Solutions: A business process and/or technology based shared service made available to government agencies. Business Driven (vs. Technology Driven): Solutions address distinct business improvements that directly impact Lo. B performance goals. Developed Through Architectural Processes: Solutions are developed through a set of common and repeatable processes and tools. 4

High-Level Timeline Mar 2006 Kick Off Meeting 3/16/06 Define/ Plan Lo. B Apr 2006 May 2006 Jun 2006 Jul 2006 Aug 2006 Sep 2006 Lo. B Vision & Plan Completed 3/28/06 Develop RFI RFI Responses Distributed Received & 4/6/06 Evaluated 5/5/06 -5/15/06 Develop Common Solutions & Target Architecture Proposed Common Solutions & Draft Architecture 6/9/06 Draft Solutions & Architecture 5/26/06 Develop Business Case Draft Joint Business Case due 6/9/06; Agency Comments due 6 -19 Monitor and Communicate Lo. B Progress/Status Final Joint Business Case Early Aug. ‘ 06 5

Expected Lo. B Outcomes The Lo. B Task Forces will identify common solutions, develop a target architecture, and develop a joint (interagency) business case by August 2006. Milestones Key Deliverables 3/28/06 Lo. B Vision, Goals, and Objectives and project Plan (FY 06 draft spend plan, project plan) 4/6/06 RFI to Industry, Agencies, etc. 4/18 -19/06 Practitioner’s Day Meetings 5/8/06 Collection of Agency Data (4/10 – 5/8) 5/5/06 Due date for RFI Responses 5/15/06 RFI Analysis and Summarization 5/26/06 Draft Common Solutions and Target Architecture 6/9/06 Proposed Common Solutions and Target Architecture 6/9/06 Draft Joint Business Case for Lo. B Common Solutions 6/12/06 Draft Joint Business Case to Agencies for Comment 6/19/06 Due Date for Agency Comments on Draft Joint Business Case Early Aug 06 Final Joint Business Case for Lo. B Common Solutions 6

Vision, Goals, & Objectives Description • A statement that reflects what complete success looks like. • Goals are the desired results or achievements that the effort is directed at, making the vision a reality. • Objectives are the tactical targets that lead to meeting the goals. • Each line of business must identify common solutions and develop a supporting target enterprise architecture that addresses the goals and objectives of the vision. Approach Delivery Date • • Managing partners develop a straw man Conduct Task Force working session to validate and refine Submit draft to OMB and review with OMB Revise and finalize • Draft due to OMB COB 3/28/06 7

Request for Information (RFI) Description Approach Delivery Date • Business performance requirements for the Lo. B will be submitted to industry vendors, non-profits and agencies for feedback. • The RFI will include overarching, strategic questions fundamental to all the Lo. B initiatives as well as Lo. B-specific questions. • Provide RFI purpose, guidelines, and process • Tasks Forces will develop the RFIs and review/analyze the responses • Dependent on vision, goals, and objectives • 4/6/06 – submit to industry vendors, government and non-profits • 5/5/06 – collect submitted responses • 5/15/06 - analyze and summarize RFI responses in a report 8

Common Solution & Target Architecture Description A business process and/or technology based shared service made available to government agencies that achieves the vision, objectives, and performance metrics of the Lo. B. Approach • Employ responses from agency analysis and RFI • Develop target architecture that identifies the elements necessary to achieve Lo. B vision and objectives • Dependent on definition of vision, goals, and objectives and RFI process Delivery Date • 5/26/06 – submit draft Common Solution and Target Architecture • 6/9/06 – submit proposed Common Solution and Target Architecture 9

Joint Business Case Description A joint FY 08 Exhibit 300 Approach Delivery Date • Written by the managing partners in collaboration with the participating agencies • Must comply with A-11 guidance • Dependent on identification of common solution and development of target architecture • • 6/9/06 – submit draft Business Case 6/12/06 – disseminate draft to agencies for comment 6/19/06 – agency comments due Early Aug. ‘ 06 – final business case ready 10

Managing Partners and OMB Leads • IT Infrastructure: – Managing Partner: Deidre Lee, GSA – OMB Office Lead: Dick Burk – OMB Portfolio Manager: Jeff Koch • Geospatial LOB: – Managing Partner: Ivan De. Loatch , DOI – OMB Lead & Portfolio Manager: Stacie Boyd • Budget Formulation and Execution: – Managing Partner: TBD – OMB Lead: Andy Schoenbach – OMB Portfolio Manager: Jeff Koch 11

Lo. B Management The success and sustainment of the current and upcoming Lo. B initiatives will rely in large part on the establishment of an effective operational structure. • Weekly face to face status meetings will be held with all of the managing partners and OMB on Thursdays from 1 -2: 00 pm at the White House Conference Center, Jackson Room • Checkpoint conference calls will be held with Managing Partners, OMB LOB leads, and GSA LOB PM every Monday and Thursday at 8: 30 am. • As needed Lo. B Task Forces will consult and communicate with interagency councils (e. g. , Chief Financial Officers Council, Budget Officers Advisory Council, Chief Information Officers Council, Federal Geographic Data Committee, etc). • Initial, interim and final briefings • As needed for consultation 12

Logistics The Lo. B Task Forces need to complete the necessary next steps in order to ensure resources and logistics are in place for an effective and efficient working environment. • Staffing – Agencies will dedicate appropriate staff for each LOB – Lo. B Task Force team leads need to be identified and engaged immediately • Task Force Support: • – Contractor support – Collaborative working environment: Lo. B “Communities” are set up; task force members register at http: //collab. core. gov (Core. gov) – LOB Task Force Mail Box: LOB 06@gsa. gov – Kick off meeting slides posted at: http: //www. whitehouse. gov/omb/egov/ All Lo. B related media inquiries go to Von Harrison, von. harrison@gsa. gov, 202 273 -0721 13

Next Steps Lo. B managing partners need to engage the participating agencies immediately to develop the spend plan, finalize the Lo. B vision, and to develop the RFI. • Immediate Next Steps – 3/17/06 – 3/23/06 • Contractor support available to assist Task Forces with RFI development and analysis, and practitioners day • Subscribe to and use Collab. core. gov – 3/20 -22/06 LOB Task Force initial meetings • Geospatial LOB initial meeting: March 20, 9 -11: 00 at DOI • IT Infrastructure LOB: March 21, 10 -11: 30 at GSA • Budgeting LOB: March 22, 1 -3: 00 at WHCC – 3/28/06 Develop and submit draft spend plan and Vision, Goals and Objectives, to OMB – 4/6/06 Develop and submit RFI to industry, government and nonprofits – Mid April to Mid May – request agency information 14

Wrap Up Confirm understanding of… • Scope and expected outcomes for the Lo. B initiatives • Key milestones, approach, and action plan • Roles & responsibilities • Next steps 15

GSA LOB Program Manager Von Harrison von. harrison@gsa. gov Office: 202 273 -0721 Mobile: 202 236 -5045 16

Initial LOB Task Force Meetings/Calls Geospatial LOB meeting: Monday, March 20, 9– 11: 00 am Main DOI Office Building (18 th and C St. N. W. ), Room 1352, 1 st Floor IT Infrastructure Optimization LOB meeting: Tuesday, March 21, 10 -11: 30 am GSA; room TBD Budget Formulation and Execution LOB meeting: Wednesday, March 22, 1 -3: 00 pm White House Conference Center, Truman Room, 726 Jackson Place, NW First Checkpoint conference call: Thursday, March 23, 8: 30 am (and each Monday and Thursday thereafter) First Managing Partner meeting: Thursday, March 23, 1 -2: 00 pm (and each Thursday thereafter) White House Conference Center, Jackson Room, 726 Jackson Place, NW NOTE: Meetings are open only to Government personnel and Government designated contractors 17