1. OMB Circular A-16 Portfolio Management Implementation Plan Ivan DeLoatch, FGDC OS Coordination Group Meeting March 18, 2014 V-2

2. A-16 PfM Implementation Plan Drivers: OMB Circular A-16, A-16 Supplemental Guidance GAO Report (GAO-13-94): Geospatial Information – OMB and Agencies Need to Make Coordination a Priority to Reduce Duplication (November 2012) National Geospatial Advisory Committee recommendations Open Data Policy, Digital Government Strategy, Open Government Directive Process: Core team coordinating with Theme Leads and Dataset Managers Interagency project team: Executive Champions: Adrian Gardner (FEMA), Ivan DeLoatch (FGDC) Writing Team Lead: Jen Carlino (USGA/FGDC/CSAS) 2

3. Core Team Members Anne Ball (NOAA, Climate and Weather Theme) Wendy Blake-Coleman (EPA) Jennifer Carlino (FGDC) Mark Bradford (DOT) Joel Dyer (FEMA) Jim Irvine (COMSO/FGDC) Michel Kareis (GSA, Real Property Theme) Edgar Pedroza (DOI) Ken Shaffer (FGDC) Brigitta Urban-Mathieux (FGDC) Chris Vaughan (FEMA) Lynda Wayne (GeoMaxim/FGDC) Kimberly Winger (FEMA) Sean Zintel (COMSO/FGDC) 3

4. Implementation Plan Schedule Timeframe Activity … Feb – July 2013 actions removed for clarity Sep 4, 2013 Implementation Plan 1 st draft released for core team review Sep 12, 2013 Steering Committee Meeting and request for additional representatives to work on plan Sep 20, 2013 Small core team vetted approach and revised draft plan outline Oct 31, 2013 Theme Leads meeting on content, actions and writing team (rescheduled from 10/2/13) Nov 13, 2013 Convene core group to prepare rough draft Nov 14, 2013 Convene writing team to develop 1 st draft (begin weekly meetings) Nov 19, 2013 Theme Lead meeting – focus on implementation steps and actions Nov 27, 2013 Core group develops, 2 nd draft from Theme Lead meeting input and submitted comments Dec 6, 2013 Draft plan to writing team for review (Core Team comments on v7.0, 12/9 meeting to adjudicate comments) Dec 11, 2013 Draft plan to Theme Leads / Coord. Group for review/comment (due 12/16, Core team adjudicates 12/17) Dec 19, 2013 Draft to Executive Committee, Coordination Group, Executive Champions, for review and comment (final comments by 1/10) Jan 10-16, 2013 Writing team reviews comments and updates draft Jan 17, 2014 Revised draft to Steering Committee, Coordination Group, NGAC subcommittee for review/content (Due 1/28) Jan 28-Feb 11 Adjudication of comments and edits Feb 11, 2014 Revised Draft Final (v4) to Steering Committee - cc Coord. Group and Theme Leads (comments due Monday 2/24) Feb 13, 2014 Steering Committee Meeting – canceled due to weather closure Feb 24-28 Adjudicate comments/feedback, develop Final Draft for Vote (v5) Mar 5, 2014 Final Draft for Vote (v5) to Steering Committee for electronic approval (vote response due March 18) Mar 18-21 Prepare Approved Final Document for release Mar 31, 2014 Revised action due date of Steering Committee approved Implementation Plan to GAO* *Plan implementation is supported by Geospatial Platform tools still to be developed. The plan may be revised and updated to align with actual implementation solutions as they are developed. Versions: 11-5-13, 11-25- 13, 12-6-13, 12-9-13, 1-3- 14, 1-10-14, 2-3-14, 2-11- 14, 3-10-14 Items in yellow are complete

5. Plan Overview The PfM Implementation Plan outlines the approach for instituting the portfolio management process as outlined in OMB Circular A–16 Supplemental Guidance (2010). Most of the plan will serve as the implementation plan for Goal 2 of the 2014-2016 NSDI Strategic Plan. The FGDC Steering Committee will oversee the implementation process and monitor progress. Outcomes: A robust and accessible set of core geospatial datasets, called National Geospatial Data Assets (NGDAs), which will improve mission support for Federal agencies, their partners and stakeholders. Opportunities for collaborative investments through partnerships to leverage resources, avoid duplication and enhance return on investments 5

6. Plan Overview cont. Actions derived from goals and objectives from key documents, developed with extensive input from representatives from Federal agencies and a wide array of geospatial stakeholders: OMB Circular A–16, Supplemental Guidance, November 10, 2010 NSDI Strategic Plan: 2014—2016, December 2013 Outlines a 3-year phased approach Includes actions that have/are occurring to establish a framework e.g. identifying Theme leads, registering data services, and establishing Theme communities on the Geospatial Platform Includes actions for implementing and sustaining an annual process 6

7. NGDA PfM Roles and Responsibilities 7

8. PfM Process 8

9. Alignment with Other Policies Agencies to ensure compliance with associated policies and reporting directives Should be included in, and align with, the Agencies’ business practices and execution For Example Open Data Policy M-13-13 Mosaic effect: combining multiple information sources may pose a risk of exposing PII or other potentially sensitive information Ultimately it is the responsibility of each agency to perform the necessary analysis and comply with all applicable laws, regulations, and policies 9

10. Primary Comment Topics – to date Common threads: Timelines (resource availability/due dates) Dataset and Theme Maturity Baseline Assessment (when available for review/completion) Connections with Agency Budget Processes (ensure clear link with Portfolio Management process and individual agency budget processes) Do not create unnecessary reporting mechanisms (leverage existing efforts) Only a few reviewers supplied “content” to alter the text 10

11. Agency CG/Theme Lead 12/11/13 Draft Review ExCom, CG, Exec Champs 12/19/13 Draft Review SC, CG 1/20/14+ Revised Draft Review SC, CG 2/11/2014 Revised Draft Final Review SC Endorsement Vote 3/18/2014 Agriculturex (2)xx Commercex (3)xYes DHSxx (2) DoD - NGAx* DOIx (2)x (4) Educationx*Yes Energyx* Yes EPAxxxYes GSAx HHS HUDxx Justice Labor LOC NARA NASA NRCYES NSF OMBx SBA SSA State TransportationxYES Treasury TVA USACE USAID VA Number of agencies / commentators 6 /810 /164 / 74 / 4**6/18 A-16 Implementation Plan Comments Matrix 3-13-2014 ** 18 votes required for quorum *Agencies expressed support with no comments. (#) Denotes number of responses from the Agency. +Three responses from NGAC Agencies highlighted in blue are part of the writing team. 11

12. Ex Com Meeting, 1/28/14 Suggested slight modifications to the organization of the document within the existing framework of the Plan; Impacted the Steering Committee endorsement vote planned for the February 13th meeting – Meeting canceled, weather closure Suggested changes included: Revising the wording for the two main sections of the document and clarifying some content Condensing some areas; moving some of the actions; and reworking the Priority Setting/Budget Process section to better enable the portfolio management process A few members of the ExCom met the following week to discuss additional geospatial investments more broadly and the connections with the Plan. OMB suggested including language addressing related geospatial investments other than data 12

13. A-16 Theme Lead Collaboration Communities Developing 16 community storefronts Implementing login protected collaboration areas Focused on theme/dataset coordination/development Provide best practices, links to standards, blogs, document libraries, etc. 13

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15. Next Steps Finalize Steering Committee approval vote on Version 5 Distributed to Steering Committee - 3/5/14 To Steering Committee – need quorum of 18 Approval vote - DUE TODAY, 3/18/14 Steering Committee approved Implementation Plan, GAO action due date – 3/31/2014 Implementation of plan actions Continue to advance actions already in progress Coordinate action execution, identify action leads Work with support contractors to collect requirements and implement supporting tools on the Geospatial Platform 15

16. QUESTIONS?