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Kick-off Invitation for IAA Pilot Program at White House Conference Center - Nov 5, 2010

Join us for the kick-off of the Interagency Agreement (IAA) Pilot Program on November 5, 2010, from 12:30 PM to 2:30 PM at the White House Conference Center, Truman Room. This event aims to address critical challenges related to reimbursable agreements among federal agencies. The IAA was developed over 1.5 years, incorporating extensive feedback to standardize data elements for improved financial management. Participate in shaping effective intergovernmental processes and ensure your agency is prepared to engage in this important initiative.

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Kick-off Invitation for IAA Pilot Program at White House Conference Center - Nov 5, 2010

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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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