Scenario 9.0 Greenbook Publishing

1. Scenario 9.0 Greenbook Publishing “Produce a presentation quality budget document (i.e., Greenbook and Budget-in-Brief (BIB)) including the capacity to tie numbers in budget and performance tables/exhibits to numbers in text fields.”

2. 9.1 Demonstrate the tool’s ability to create and modify standard templates, including text, tables, and graphics, into which users can put data. BFEM Methods • Create Document Template • Assign, Upload, Edit, Run Template • Copy/Paste Customers using Method • Treasury • State • DHS • ACF • CNCS • House of Reps • USAID • DOJ Demonstration • Treasury: 2014 CJ Doc Template

3. 9.1 Demonstrate the tool’s ability to create and modify standard templates, including text, tables, and graphics, into which users can put data.

4. 9.1 Demonstrate the tool’s ability to create and modify standard templates, including text, tables, and graphics, into which users can put data.

5. 9.1 Demonstrate the tool’s ability to create and modify standard templates, including text, tables, and graphics, into which users can put data.

6. 9.2 Demonstrate the tool’s ability to manage large amounts of textual information including the ability to edit and format narratives (e.g., bullets/numbers, bold/italics/underline, inclusion of footnotes, etc.). BFEM Methods • Master Doc Editing • Master Doc Macro • Assign, Upload, Edit, Run Template • Copy/Paste Customers using Method • Treasury • State • DHS • ACF • CNCS • House of Reps • USAID • DOJ Demonstration • Treasury: Congressional Justification or BIB

7. 9.2 Demonstrate the tool’s ability to manage large amounts of textual information including the ability to edit and format narratives (e.g., bullets/numbers, bold/italics/underline, inclusion of footnotes, etc.). Example: Treasury’s OIG Congressional Justification Chapter

8. 9.2 Demonstrate the tool’s ability to manage large amounts of textual information including the ability to edit and format narratives (e.g., bullets/numbers, bold/italics/underline, inclusion of footnotes, etc.). Example: Treasury’s OIG Budget in Brief Chapter

9. 9.3 Demonstrate the tool's ability to spell-check narrative content and perform a global find and replace. BFEM Methods • Compatibility with Microsoft Word for track changes and global find and replace • Compatibility with Excel for global find and replace Customers using Method • Treasury • State • DHS • ACF • CNCS • House of Reps • USAID • DOJ Demonstration • Treasury: 2014 CJ Chapter in Microsoft Word

10. 9.3 Demonstrate the tool's ability to spell-check narrative content and perform a global find and replace. Example: Treasury CJ Chapter using Microsoft Word track changes and find and replace.

11. 9.4 Demonstrate the tool’s ability to merge text, graphics, and tables/exhibits to produce a Bureau’s Greenbook and the Department’s Budget-in-Brief (BIB) including all document formatting (e.g., cover page, table of contents, pagination, headers/footers, etc.). Additionally, demonstrate that textual information can be displayed in a multi-column layout (as shown in the example BIB document). BFEM Methods • Master Document • Compatibility with Microsoft Word for multiple column layout Customers using Method • Treasury • State • ACF Demonstration • State: Greenbook • Treasury: BIB Chapter

12. 9.4 Demonstrate the tool’s ability to merge text, graphics, and tables/exhibits to produce a Bureau’s Greenbook and the Department’s Budget-in-Brief (BIB) including all document formatting (e.g., cover page, table of contents, pagination, headers/footers, etc.). Additionally, demonstrate that textual information can be displayed in a multi-column layout (as shown in the example BIB document). Example: IRS Congressional Justification

13. 9.4 Demonstrate the tool’s ability to merge text, graphics, and tables/exhibits to produce a Bureau’s Greenbook and the Department’s Budget-in-Brief (BIB) including all document formatting (e.g., cover page, table of contents, pagination, headers/footers, etc.). Additionally, demonstrate that textual information can be displayed in a multi-column layout (as shown in the example BIB document). Example: Treasury BIB Chapter

14. 9.5 Demonstrate the tool’s administrative capabilities to modify the format and structure of the budget document (e.g., add/remove sections, reorder sections, etc.). BFEM Methods • Adjusting the Master Document for entire doc • Adjustment Template for chapter/Bureau docs Customers using Method • Treasury • House of Reps • State • DHS • ACF • CNCS • USAID • DOJ Demonstration • House of Reps: House Budget Justification

15. 9.5 Demonstrate the tool’s administrative capabilities to modify the format and structure of the budget document (e.g., add/remove sections, reorder sections, etc.). Example: Edit the Master from doc templates

16. 9.6 Demonstrate the tool’s ability to tie numbers in budget and performance tables/exhibits to numbers in text fields for handling last minute changes. BFEM Methods • Changes to BFEM data entry automatic change in report run • Click to Edit for B2E/E2B • Embedded Text Tags Customers using Method • Treasury • State • DHS • ACF • CNCS • House of Reps • USAID • DOJ Demonstration • Treasury: CJ Budget Adjustment $/FTE Tags • House: Embedded Content Tags in Chapter Templates

17. 9.6 Demonstrate the tool’s ability to tie numbers in budget and performance tables/exhibits to numbers in text fields for handling last minute changes. With Embedded Tags Run Report

18. 9.6 Demonstrate the tool’s ability to tie numbers in budget and performance tables/exhibits to numbers in text fields for handling last minute changes. With Embedded Tags Run Report

19. 9.7 Demonstrate the tool’s ability to create, maintain, and save different versions of the budget document within each stage of the budget cycle while maintaining an audit trail of changes made. BFEM Methods • Budget set versioning – copy docs to new set while keeping current docs unchanged • Create new docs in set Customers using Method • Treasury • State • DHS • ACF • CNCS • House of Reps • USAID • DOJ Demonstration • Treasury: Departmental Submission, OMB Submission, and CJ Documents (by Set)

20. 9.7 Demonstrate the tool’s ability to create, maintain, and save different versions of the budget document within each stage of the budget cycle while maintaining an audit trail of changes made.Example: Set versioning creates a new set with new docs and docs in previous set are unchanged.

21. 9.7 Demonstrate the tool’s ability to create, maintain, and save different versions of the budget document within each stage of the budget cycle while maintaining an audit trail of changes made. Example: Add new doc templates within a budget set.