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IAA Pilot Program Kick-off

IAA Pilot Program Kick-off. White House Conference Center Truman Room November 5, 2010 12:30-2:30pm. Invitation to Pilot the Interagency Agreement (IAA) Form. From:

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IAA Pilot Program Kick-off

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  1. IAA Pilot Program Kick-off White House Conference Center Truman Room November 5, 2010 12:30-2:30pm

  2. Invitation to Pilot the Interagency Agreement (IAA) Form From: Dave Rebich, Assistant Commissioner, Governmentwide Accounting (GWA), Financial Management Service (FMS), Department of Treasury Date: October 22, 2010

  3. Why the IAA - History ISSUE: Unclear requirements between Trading Partners for providing products and/or services has contributed to: • inadequate planning, • inconsistent use of resources, • receipt and acceptance issues of expected deliveries, • concerns regarding financial controls, including proper payment; and • an 85 billion dollar audit finding on the U.S. financial statements for reconciling Intergovernmental elimination entries

  4. Why the IAA – History (cont) EFFORT: The IAA was developed: • Over 1 ½ years, involving the Finance, Acquisition and Budget communities across the Government, [including 1200 vetted comments] to: • address these challenges, and • improve the effective management of reimbursable agreements • To provide standard data elements for performing reimbursable transactions Governmentwide (GW).

  5. The Goal • Finalize the standard data elements that should be used GW to manage reimbursable agreements; • Gain a strong understanding of Agency reimbursable inventories and needs; • Determine how to expand/contract the IAA depending on Agency business needs • Develop & Communicate IAA requirements for GW IntraGovernmental (IG) automated system

  6. EXPECTATIONS to ensure the IAA Pilot’s success Treasury/FMS will: • Coordinate and manage the pilot • Schedule the IAA Pilot kick-off, follow up and final meetings – providing bridge lines • Provide ongoing support throughout the pilot • Manage any changes to: • Finalize the IAA • Update the adobe fillable IAA • Provide updates in website and TFM

  7. EXPECTATIONS(cont) to ensure the IAA Pilot’s success IAA Pilot Agencies will: • Obtain leadership support to participate in the IAA pilot • Use the IAA form between Nov 2010 and Jan 2011 • Engage Finance, Acquisition, Budget, Program and other key agency staff in using the IAA • Complete the IAA Comment Spreadsheet and return to FMS by February 28, 2011

  8. EXPECTATIONS(cont) to ensure the IAA Pilot’s success IAA Pilot Agencies will: • Work with their trading partners • Work with other pilot agencies for solutions • Be available for IAA Pilot meetings • Work on developing standard operating procedures using the IAA instructions to capture agency specific guidelines, data, etc. • Be open to modifying business processes to adjust to the IAA

  9. EXPECTATIONS (cont) to ensure the IAA Pilot’s success IAA Tiger Team: • Invited to all IAA Pilot Meetings • Review comments weekly between March - April • Determine any updates to IAA

  10. Get Ready to Test Drive the IAA

  11. Complete the IAA Pilot Information Form

  12. Return the IAA Pilot Information Form to Treasury/FMS Everyone send the completed/signed IAA Pilot information Form by Friday, Nov 5th, 2010, toIAA@fms.treas.gov AND For those AT the Kick-Off Meeting; Give signed forms to Wanda Simmons For those NOT at the Kick-Off Meeting: • FAX the signed copy to Robin Gilliam at (202) 874-7232 by November 9th,

  13. IAA Fillable Form A fillable IAA form is available at: www.fms.treas.gov/finstandard/reference.html

  14. Provide your IAA Comments For all 40 Blocks

  15. SAMPLE IAA Pilot Comment Sheet

  16. IAA Pilot Comment Instructions • Save spreadsheet as: • IAA Pilot Agency Comments agency name mmddyy • For each IAA Block, check Pro, Con Or NA • For each Pro and Con provide a written comment as to why you picked Pro or Con • For each Con, provide another comment on how to solve the issue

  17. Target Dates

  18. Proposed Follow-up Meetings • Thursday Dec 9, 2010 - 2:00-3:30pm • Thursday Jan 13, 2011 - 2:00-3:30pm • Thursday March 3, 2011 (Close-out) – 2:30-3pm

  19. Questions

  20. IAA Staff • Robin Gilliam – GWA Systems and Standards Integrator • Wanda Simmons – IAA Pilot Lead • Connie Pearce • Karl Boettcher

  21. How to Contact Treasury/FMS If you have any questions, please send them to: IAA@fms.treas.gov The Subject should identify: Your Agency - IAA Pilot Question. Wanda Simmons – (202) 874-7932 Robin Gilliam - (202) 874-9133

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