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Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
October 2011
Dave WhiteChief, USDA-NRCS
Streamlining Delivery of Conservation Assistance
For more information: www.nrcs.usda.gov
search “CDSI”
SLIDE 1
Conservation Delivery Streamlining Initiative
BackgroundAnalysis began in 2009 and NRCS Conservation Delivery Streamlining Initiative (CDSI) was formalized in 2010 to:
• Increase technical staff time in the field with landowners• Simplify conservation delivery – for landowners & employees• Ensure science-based conservation assistance• Streamline business processes• Integrate and improve information technology• Enhance financial management and accountability
SLIDE 2
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
CDSI uses today’s technology and streamlined, integrated business processes to improve conservation delivery. It is :Good for Landowners• 75% of technical staff time spent in the field with landowners• Simplified, streamlined processes make conservation easier• Improved, increased science-based conservation planning• Integrated technical and financial assistance delivery• Expedited delivery of financial assistance • 24/7 online access• “Mobile” field office reduces need for travel
Good for NRCS• Ability to track and report environmental outcomes• Improved financial accountability
Good for healthy working lands • More conservation on the ground
SLIDE 3
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Current Process *most steps performed by NRCS technical staff
Landowner completes application
& signs
Eligibility determined
Schedule appt.Landowner
drives to NRCS office
Batching period
Final planning
Schedule appt.
Contract developed
START
WAITWAIT
Landowner signs
contract
WAIT
Eligibility issues
resolved
WAIT
Start field planning
Rank tentative
practices in office
WAIT
Landowner signs
ranking
Landowner signs final
plan
SLIDE 4
WAIT
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Future Process
Plan is developed & ranked
Landowner applies for assistance
online
Plan finalized
Plan implemented
Landowners have the option to apply, review documents, and sign documents online or in person, either in the office or field
SLIDE 5
Administrative/clerical support tasks either automated or handled through
centralized support staff
START
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamline Business Processes
2. Align IT with Business Needs
3. Fully Integrate Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
CDSI Strategies:
SLIDE 7
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamline Business Processes
2. Align IT with Business Needs
3. Fully Integrated Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
Reduce steps and eliminate
unnecessary tasks
Automate workflow
Integrate technical and
financial assistance
SLIDE 8
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamline Business Processes
2. Align IT with Business Needs
3. Fully Integrate Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
Aligning IT around business needs will result in integrated technology and 24/7 online access
Enable mobile computing
Integrate GIS technology
Integrated technical and
financial assistance tools
SLIDE 9
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamlined Business Processes
2. Align IT with Business Needs
3. Fully Integrate Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
Science and technology will streamline planning processes and document environmental outcomes
Minimize data entry
Measure & report
outcomes
Simplify plan criteria
SLIDE 10
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamline Business Processes
2. Align IT with Business Needs
3. Fully Integrate Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
Centralize administrative
support
Integrated technology and realigned administrative support will result in more timely financial assistance
E-Signature
Streamline Ranking
SLIDE 11
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
1. Streamline Business Processes
2. Align IT with Business Needs
3. Fully Integrate Science & Tools
4. Simplify Financial Assistance
5. Client-Focused Products & Services
Clients will be able to do many tasks with NRCS on-line 24/7, adding convenience and eliminating trips to the office
Web-based client gateway,
24/7 online access
Redesign conservation plan format
SLIDE 12
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Integrated CDSI Technology
SLIDE 13
Conservation Desktop
Client Gateway
Mobile Planner
Landowners NRCS Technical Staff
NRCS Technical StaffCentralized Administrative Support Staff
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Client Gateway – Landowners have 24/7 online access to conservation activities
Apply for NRCS programs and
assistance
E-sign plans and contracts
Identify goals or problem areas
Schedule appointments
Ask technical or financial
assistance questions
View plans & contracts
Check status of payments
Check on program eligibility issues
View soils & natural
resource information
SLIDE 14
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Mobile Planner– NRCS technical staff can access data and tools in the field
Define fields to meet client needs
Plan and schedule practices
View & analyze resource information
Rank financial assistance applicationDocument
progress with photographs
Request additional assistance
Certify applied practices
E-sign plans and contracts
View environmental outcomes
Evaluate concerns and alternatives
View plans and contracts
SLIDE 15
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Conservation Desktop (Conservation Planning)
Schedule tasks & manage workload
View and manage landowner’s technical & financial assistance information
Track performance
Access tools to design practices
Access tools to estimate outcomes
Prepare final plan documents & maps
Automatically link data between science-based tools
Conduct quality assurance
Streamline NEPA and other
compliance documentation
SLIDE 16
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
Conservation Desktop (Contract Management) – Integrated tool used by 350 dedicated centralized administrative support staff
Manage requests for assistance
Assist landowners with eligibility determinations
Assist landowner with legal & financial forms
Develop contract
Obtain landowner e-signatures
Complete financial assistance document reviews
Prepare client correspondence
Process payments
Process contract status reviews
Update landowner on contract progress
SLIDE 17
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
2012-2013 TimelineJan – Mar 2012 Client Gateway and
Conservation Desktop pilots tested in 15 States
_____________________________________________________________________________________________________________________________________________________________
Mid-2012 Launch Nationwide centralized document storage
Pilot test mobile conservation planning tools
Sept 2012 Release Client Gateway and full Conservation Desktop
Nationwide
2013 Release Mobile Planner Nationwide
Add new functionality to Client Gateway and Desktop, including environmental outcomes tracking and reporting
CLIENT GATEWAY CONSERVATION DESKTOP
SLIDE 18
Conservation Delivery Streamlining Initiative
Conservation Delivery Streamlining Initiative
NRCS Conservation Delivery Streamlining Initiative
Landowner-focused CDSI seamlessly integrates technical and financial assistance to make conservation easier for America’s farmers and ranchers.
CDSI…Using Today’s Technology…Simplifying Processes …Spending More Time in the Field with Landowners Getting more conservation on the ground
For more information, visit www.nrcs.usda.gov and search “CDSI”
SLIDE 19