Financial Guidance Review BUMED Financial Guidance Directory (BFGD) is located at

FOR OFFICIAL USE ONLY 2 New BFGD The new BUMED M8 Portal is a centralized online resource that contains the latest financial guidance and policy for all Navy Medicine users to access New BUMED M8 Portal has 4 major components  Content Management  Forum  Blog  User & Membership Source: BFGD Brief sent to Regions on 29 June

3 New BFGD Content Management 3 Section Topics Documents Highlights Archive Documents (Version Control) Notification Search All Directorates Specific Directorate Directorate AORs Specific User 7 Source: BFGD Brief sent to Regions on 29 June

Search ● Information can be searched across all directorates or a single directorate ● Information can be searched by using key words ● Single Term ● Multiple Terms ● Complex Condition Term 4FOR OFFICIAL USE ONLY Source: BFGD Brief sent to Regions on 29 June

Forum Forum provides everyone an opportunity to collaborate, to share methods and lessons learned Emphasis on strong working relationships among users. Each directorate has the ability to create and manage the Forum and to capture and share information The Forums are organized by:  Group (Directorate)  Forums  Topics 5FOR OFFICIAL USE ONLY Groups Forum

Blog Consist of articles of interest posted by administrators to allow users to view and share constructive feedback through commenting and asking questions Directorate Administrators can create and manage Blog Entries to disseminate information and collect comments Users can access Blog Entries by using Post Group, Latest Posts, or Latest Comments Users can review and provide professional comments 6 FOR OFFICIAL USE ONLY Latest Posts or Posts By MonthGroup/Title

User & Membership Registration Password Recovery/Change User Profile and Privileges Password Expiration Notification 7 FOR OFFICIAL USE ONLY

FY 11 Financial and DQ Guidance Highlights Annual JON Rollover FY 10 Depreciation FY 10 DMHRSi Labor Reporting FY 10 MEPRS Procedures for Closing MTF/DTF FY 10 Emergency Management Program (mid-year) Cease reporting CHCS WAM Workload to SMART DMIS ID Maintenance Process MEPRS Work Center Establishment MEPRS Codes MEPRS Issue Paper Process Dental APVs Nutrition Management FY 11 TMA and Navy Tables

Annual JON Rollover Published on BFGD in Letters/Instructions, BUMED Communication to Regions Folder in mid-July Also provided by to Regions Is briefed at the annual Resource Management Conference FY 11 highlights follow

Source: RMS Presentation: FY 11 Rollover Plan and Financial Guidance Changes JON Management Policy  Problem: Over 10,000 job order errors remain in spite of continuing efforts to perform a clean-up Once an invalid job order is used in DMLSS, the related transaction clean-up can require months of follow-up  New Policy Effective 1 OCT 2010: Only valid job orders will be rolled in any system Valid: a BJON contained in the CAD Valid: a Local Job Orders that can be matched to a CAD entry at the SAG/FSF/CAC/MEPR and Cost Type. Must align with a SCC of 9* FASTDATA is the source control system DMLSS Job Orders as of 1 OCT 2010 Will be transmitted from FASTDATA Cannot be manually created in DMLSS

Financial UIC Policy  Problem: Frequently encounter issues with activities having made UIC changes M84 knows nothing about Consolidation of Employing UIC (EUIC) into a core UIC poses problems during future activity realignments UIC changes affect DCPDS, DCPS, SLDCADA, and STARS New Policy effective 1 MAY 2010: Changes to the financial UIC structure and/or Employing UICs must be approved in advance by M84. M84 will perform an annual UIC validation and request identification of proposed changes in May The FY10 BUMED UIC-18 table is the source control document Source: RMS Presentation: FY 11 Rollover Plan and Financial Guidance Changes

FORG Policy  Problem: Frequently encounter issues with activities requesting non- standard changes to their Financial Organization (FORG) structure (Site (CC)/OPTAR (SCC)) Cannot support a unique financial structure at every activity  Current Policy: FASTDATA will require BUMED activities to use the standard FORG structure for financial management Site (CC) structure is standard based on activity type Special Mission activities were provided some leeway in defining their initial FORG structure M84 will only make changes to support new missions or programs The FY10 FORG table is the source control document Source: RMS Presentation: FY 11 Rollover Plan and Financial Guidance Changes

Depreciation Reporting Standardization of depreciation basis and method – FY 10, 2 nd Quarter guidance issued BUMED M84 provides monthly depreciation amounts to Regions – Based upon DMLSS equipment standard query for all MTFs/DTFs – Five-year straight line method – FY 11 depreciation amounts will be provided in mid-October to the regions

FY 10 DMHRSi Labor Reporting FY 10 Update to this topic Highlights how to correctly report borrowed and loaned labor More on particular issues tomorrow during DMHRSi discussion

MEPRS Procedures for Closing MTF/DTF Guidance published in FY 10 – Outlines procedures for BUMED M84, Region and MTF/DTF Activity may stop processing 6 months prior to close Region must seek approval to stop processing from Ms. Rees Region must coordinate specified closing procedures with BUMED and activity For mid-year closures, guidance specifies procedures to follow to move all expenses and manhours data to MEPRS code FDZB.

FY 10 Mid-Year Emergency Management Program Clarifying guidance on EMP – MEPRS code is GGA

Cease Reporting CHCS WAM Workload to SMART Beginning FY 11, we will no longer report send CHCS WAM Workload to SMART – SMART obtains all workload except ancillary from the M2 – EAS repository data pull will be provided for ancillary workload to SMART WJONs were not rolled for FY 11 WAM initialization will not initialize MDE CHCS WAM Core was updated to remove all re file was updated to remove all “CACJONs”

DMIS ID Maintenance Process FY 11 guidance to be issued Manual process vice old DMIS ID Maintenance Website Process – BRAC closures – Realignments – New DMIS ID requests

MEPRS Work Center Establishment FY 11 guidance sets service policy on workload thresholds for establishment of a MEPRS Work Center, and emphasizes the MEPRS Manual requirements to have assigned square footage, assigned or available staff, specific and measurable financial expenses and workload exceeding the threshold – Average 30 visits or more per month – Average 10 admissions or more per month – Report to specialty when workload does not meet required threshold BAPA – Dermatology Clinic has average of 20 visits per month. Deactivate BAPA and collect workload in BAAA. ABGA – Inpatient ENT has average of 3 admissions per month. Deactivate ABGA and collect workload in ABAA. BAC5 – Cardiology APVs has average of 12 APVs per month. Deactivate and BAC5 and collect workload in BAA5.

MEPRS Codes Provides a history of MEPRS code changes for the last 10 years Outlines pseudo-MEPRS codes Outlines requirement for BUMED approval for use of third level Z codes Outlines requirement for approval and use of 4 th level MEPRs codes

MEPRS Issue Paper Process Provides process to use when writing up an issue

Dental APVs Recommend establishing SDS Dental work center and obtaining The CAA5 workload from that. Request activities try this process and advise their Region POCs of outcome.

Nutrition Management Guidance issued in FY 07 – Inactivated EIC – EIA – no expenses, no work hours, no square footage For allocation only; expenses to be allocated by raw number of meals served. FY 10 Update provided a template for nutrition workers to use to determine how to report their time

FY 11 TMA and Navy MEPRS/EAS Tables TMA MEPRS/EAS Tables are updated annually – Available for review in EAS Navy MEPRS/EAS Tables are updated annually to align with TMA updates – Published on BFGD, Tables Section, MEPRS/EASi Tables folder Mappings are made in the MEPRS/EAS financial file at the headquarters level DMHRSi provides the DoD and Navy data elements

DoD and Service Level Financial Data Elements DoD Data Elements Navy Data Elements DoD – Basic Symbol/Limit (BSL) DoD – Program Element Code (PEC) DoD – Standard Expense Element Code (SEEC) Navy – Appropriation and Subhead Navy – Sub Activity Group (SAG) Navy – Expense Element (EE), Service Unique Expense Element (SUEE) The EAS repository contains the data with the DoD data elements. The local EASi system contains the data with the Navy data elements.

BSL Table Source: FY 10 TMA BSL Table Source: FY 10 Navy BSL Table

PE Table Source: FY 10 TMA PE Table Source: FY 10 Navy PE to SAG Table

SEEC Table Source: FY 10 Navy SUEE to SEEC Table Source: FY 10 TMA SEEC Table

Occupation Code Table Source: FY 10 Navy Occ Code Table Source: FY 10 TMA Occ Code Table

FOR OFFICIAL USE ONLY 30 Government POC Colleen Rees, CAI Team Nicole Meyers, ext. 601 Randy Van Nostrand, ext. 602 Kate Burchess, ext 104 Bonnie Rehbein, ext. 603 Points of Contact

Questions FOR OFFICIAL USE ONLY 31