Aligning for Organizational Excellence

1. Aligning for Organizational Excellence Business & Operations Advisory Committee Meeting October 22, 2003 Donna Fortunat Division of Acquisition & Cost Support

2. BFA’s Proposed “5th Division” Reorganization Realign major functional responsibilities w/in DGA & DACS to create - Division of Institution & Award Support (DIAS)

3. Current Organization Realignment affects Purple & Green Chart Area only

4. Why Propose to Reorganize? • Align responsibility & staff competencies • Ensure BFA meets new NSF challenges while providing new career path development • Increase business process leadership functions • Take advantage of e-Systems transactional processing capabilities

5. Desired outcomes • Focus monitoring, oversight, grants policy & eSystems in a single award support division • Enhance business process leadership functions in award divisions • Increase overall level of service to Program Directorates & Offices

6. Current OrganizationAlignment of Functions • DGA • eAwards systems administration • All Award Branches • Award all cooperative agreements • Award all PI grants • Risk assessment, monitoring & outreach • Policy Office • Grants Policy • Outreach • Solicitation clearance • DACS • CAAR • Audit Resolution • Negotiation of Indirect cost rates • Cost analysis & award support • Support to risk assessment, monitoring & outreach • Contracts • Solicitation, negotiation, award & administration of contracts • Award of some small purchases

7. Proposed BFA “5th Division” Reorganization

8. Division of Institution & Award Support Proposed

9. From DACS Transfer CAAR Branch Audit Resolution Indirect Cost Rate Negotiation Cost analysis & award support DIASFunctional Crosswalk • From DGA • Systems Function • Transfer of eAwards • Addition of eProcurement • Transfer Policy Office • Grants & agreements policy • Solicitation clearance From DGA & DACS Consolidate risk assessment, monitoring & outreach responsibilities

10. Division of Contracts & Complex Agreements Proposed

11. DACS to DoCCAFunctional Crosswalk From DGA to Complex Agreements Office • Award, management & business administration of unique complex cooperative agreements • Large Facilities, Science & Technology Centers, Engineering Research Centers & other multi-institutional awards • Increase in pre-solicitation & pre-award planning assistance to program offices Contracts Branch (no change) • Solicitation, negotiation, award & administration of contracts • Award of some small purchases

12. Division of Grants & Agreements Proposed

13. The Proposed DGA • Award, management & business administration of • Grants • Small, simple cooperative agreements • Focus on portfolio management • Increase in pre-solicitation & pre-award planning assistance to Programs • Year-round work flow coordination • Business Teams to form closer linkage to directorates

14. Functional Realignment:Responding to Challenges • Award administration & post-award management • Placement in DIAS consolidates primary responsibility for post-award oversight • Aligns responsibility w/ core competencies of existing staff • Places focus of oversight at Institution level • Financial Performance • Proactive administration & oversight of complex Cooperative Agreements needed as investment in large, complex facilities & centers increases • Organizational alignment creates functional synergy

15. Functional Realignment:Responding to Challenges • Human Capital Management • DGA will focus on grant & simple cooperative agreement awards & management • Relationship between Large Facilities Deputy & DoCCA/CAO • Position & role of Large Facilities Deputy unaffected • Foundation level policy & planning • CAO provides central focus for management of large, complex awards • CAO provides day-to-day award & business administration for Facilities & Centers

16. Questions for the Committee… • Does the proposed alignment make sense? • Are there functions we overlooked? • Advice…Comments…?