Interior Business Center Customer Day

I N T E R I O R B U S I N E S S C E N T E R | U . S . D E P A R T M E N T O F T H E I N T E R I O R

Interior Business CenterCustomer Day

April 28, 2021

D O I . G O V / I B C

Welcome

Two 10-minutes breaks

1-hour lunch break

Short Q&A after each presentation

Wrap Up Q&A at the end of the day

Please mute your audio/phone during presentations

Zoom Chat monitored by FMD staff

D O I . G O V / I B C 2

AgendaMorning Session

9:00 Meeting Starts9:15 Welcome Bill Apgar

9:30 Opening Remarks Byron Adkins, IBC Director

9:45 FMD Updates W. “Baze” Bazemore, FMD Associate Director

10:15 Treasury QSMO Update Bena Kluegel, Program Manager

10:45 BREAK (10 minutes)10:55 Video “Meet the Team” – Accounting Operations

11:00 Accounting Operations Robotics Process Automation (includes demo) Matt Schallenberg

Intelligent Optical Character Recognition (IOCR) Matt Schallenberg

Pay.gov Matt Schallenberg

Virtual Employee Network (VEN) & 1164 Payment Processing

Matt Schallenberg

12:30 LUNCH BREAK (1 hour)

3

AgendaAfternoon Session

1:30 Meeting Resumes1:35 Video “Meet the Team” – Accounting Operations /Administrative Support

1:40 Functional Support and Technical Services and Solutions Data Universal Numbering System (DUNS) to

Unique Entity Identifier (UEI) Transition Todd Adler

Contract Life Cycle Management (CLM) –Enterprise Command Center (ECC)

Matt Mariam

G-Invoicing John Maye

2:40 Video “Meet the Team” – Functional Support / Technical Services & Solutions

2:45 BREAK (10 minutes)

2:55 Customer Engagement Information Delivery/Customer Communications Bill Apgar/W. “Baze” Bazemore

Customer Satisfaction Bill Apgar

Online Resources Bill Apgar

3:30 Q&A and Wrap Up FMD Management

4

Opening RemarksByron Adkins, IBC Director

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FMD UpdateWendell “Baze” Bazemore, FMD Associate Director

6

Partnering with our customers to achieve exceptional financial management solutions.


FMD Update

D O I . G O V / I B C 7

Customer Focus

Maintain momentumon CLM Improvements

Partnering with QSMO

Expanding FMD Services and Solutions

Reducing Costs

Strengthening partnerships with our customers

Workforce Development

IBC Customer DayFinancial Management Quality Service Management Office

Bena Kluegel & Reed Waller, FM QSMO

April 28, 2021

L E A D ∙ T R A N S F O R M ∙ D E L I V E RPage 9 L E A D ∙ T R A N S F O R M ∙ D E L I V E RPage 9

Guiding Principles and Shared Goals for the Future

Shared Goals• Standardize processes and data

• Reduce operation and maintenance costs

• Modernize and automate processes

• Improve customer satisfaction

Guiding Principles• Focus on customer experience

• Maximize the strategic value of data

• Deliver progress using agile processes

Treasury Strategic Vision:The Future of Financial Management


A New Approach to Financial Management

In the Future State, the FM QSMO acts as the broker between agencies and commercial and federal solutions. Solutions are centrally coordinated, standards are

embedded in solutions and there is a unified effort to achieve goals.


The FM QSMO will…1. Create a marketplace that is customer-centric rather than provider-centric2. Design the marketplace with customer input3. Facilitate access to marketplace with choice and flexibility - not a single provider4. Offer government-wide contract vehicles with quality, standards-based solutions and

services5. Ensure marketplace solutions:

• Quickly adopt emerging government-wide standards• Advance shared goals• Encourage innovation and commercial competition

6. Transition agency solutions to modern cloud platforms and SaaS solutions7. Lead long-term strategic planning for agency adoption of standards-based solutions

What is Different Now?


Focusing on Customer Experience

Standards

Define

Ideate

Prototype

Focus on Customer

Test

Engage Customer• Human-Centered Customer

Experience Sessions• Working Groups• Validating

• Financial Management Capability Framework

• Marketplace Offerings

What we want to understand• Needs• Perspective• Plans• Pain Points• Use of Marketplace• Customer Personas and

Journeys

What we will design• Services Catalog• Marketplace Capabilities• Financial Management

Capability Framework• Operating Model for Agency

Adoption• Performance Measures

Engage Industry• Provider Capabilities• Best Practices• Optimize Products• Leverage Innovation

Empathize


Implementation Plan

AnalysisFM QSMO will engage with stakeholders to understand needs and software capabilities• System Profiles• Service Catalog• Government-wide Adoption Roadmap• Acquisition Plan• FSSP & Agency Plans

Solution DesignFM QSMO and stakeholders will design the Marketplace• Core FS

Specifications• Operating Model• Acquisition Activities

Marketplace AvailableFM QSMO Marketplace solutions are available to agencies to use or to begin migration planning• Core FS• FM Services & Solutions

ImplementationFM QSMO will work with agencies to support Marketplace use and moves to Core FS• Core FS Validation• M3 Planning• Marketplace

Performance Monitoring


Supporting FSSPs and Agencies

Agencies: Modernization EffortsThe FM QSMO is supporting current agency efforts to modernize legacy core financial systems and address critical needs. This includes ensuring that FM standards are embedded in the new solutions.

Financial Systems Modernization (FSM) ProgramEstablishing an Enterprise Financial Management System (EFiMS) multi-award contract vehicle for Financial Management Software and an Enterprise Financial Systems Integrator (EFSI).

New Core Financial Management SystemProcured O&M support for legacy core FS and business processing support for accounting operations.

Modernization InitiativesLaunched projects to 1) migrate legacy core FS, the Consolidated Business Information System (CBIS) to DOT’s Enterprise Service Center (ESC) and 2) modernize trust fund accounting with Treasury’s ARC.

Business Application Solution (BAS) ProjectAwarded contract to implement an integrated solution suite across the department in a cloud-hosted environment.

FSSPs: Joint Business CasesAs part of its designation and according to guidance from OMB, existing federal financial management shared services providers (FSSPs) were required to work with Treasury to identify a longer-term path to modernization and develop plans to be approved by the agency’s Deputy Secretary, coordinated with the QSMO, and submitted to OMB. Interior’s IBC and Treasury’s ARC both have developed plans to continue as providers in the FM QSMO Marketplace and be early adopters of the Marketplace Core FS.


• Last Fiscal Year, the FM QSMO issued a data call in partnership with OMB via the CFO and Small Agency Council to collect data on financial systems.

• Results showed that most small agencies leveraged FSSPs while most CFO Act agencies (with some exceptions) had one or more financial systems.

• We worked with agencies to update the financial system profile data in January 2021 and plan to keep the data current to inform adoption of the Marketplace Core FS.

• The financial system profiles capture the following data points for each installation:

Government-Wide Statistics:• 56 installations are owned and operated by agencies (not inclusive of DOD)• 50% of the installations will require a significant modernization by 2025• 61% are hosted on-premise by agencies

Learning about the Financial System Landscape

FS Provider Mixed Systems by Agency

FS Product Name Sensitivity Levels for FM Data

FS Product Version Hosting Environment

FS Product De-support Date Hosting Provider

Agency De-Support Date Financial System User Count


Looking AheadTreasury continues partnering with IBC as well as other federal providers, agencies and commercial providers to help build the FM QSMO Marketplace.

Agencies/FSSPs Industry• Share how the FM QSMO Marketplace can

best support agency financial system modernization planning activities

• Contact us to help you connect with other agencies to share insights and lessons learned

• Look for opportunities to learn more about FM QSMO activities at financial management community events (AGA, GFMC, ACT-IAC)

• FM QSMO Industry Day event planned for May 18th

• A 2nd Request for Information is targeted to be issued early this summer to solicit additional feedback from industry partners and stakeholders

Email the FM QSMO mailbox at [email protected] us at www.fiscal.treasury.gov/fmqsmoConsult our OMB MAX collaborative site: Financial Management Quality Service Management Office (FM QSMO)

mailto:[email protected]

http://www.fiscal.treasury.gov/fmqsmo

https://community.max.gov/pages/viewpage.action?pageId=2135425235

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Coffee BreakBACK IN

10:00

Meet the Team VideoAccounting Operations

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Accounting Operations

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Robotics Process Automation Update

D O I . G O V / I B C 20

1 year ago, Team of trained federal employees

on RPA

2 RPA processes are in Production

Starting work on RPA processes outside of IBC

Today Fully trained in current software,

standing up UIPath team and increasing production

11 processes in production

Working both internal IBC processes and with external client processes

Robotics Automation Process

RPA processing time is much faster, accurate, consistent, and reliable compared to manual process approaches. Bots work 24/7 without interruption.

Process Robotics can automate rules-based work without compromising underlying IT infrastructure.

Bots are programmed to replicate repetitive human tasks using recorders and easy programming language.

Used for multi-application, rules-based processes, such as invoice processing.

21D O I . G O V / I B C

IBC Bots in Production

22

With the developed automations, IBC is saving over 5,000 hours of manual work on an annual basis

RPA software checks a shared

email inbox for relevant work for processing

Performs payment matching

Bot logs into Oracle Federal Financials (OFF) and finds the matching

Purchase Order (PO) entry based on invoice data

Generates reportsin PDF, Excel, and text files

Stores files in appropriate shared drive and

One Drive locations

Bot matches the invoice with the appropriate

PO line from OFF

Bot inputs the invoice into OFF and validates

the entry for the certifying officer to

review/approve

Bot uploads the invoice PDF

into OFF


Bot Description Customer/OrganizationEstimated HoursSaved (Annually)

MCC ‘My Biz Ops’ Invoices Millennium Challenge Corporation 1,400

MCC Monthly Commitment & Disbursement Report (MCDR) Payments Millennium Challenge Corporation 756

DO IPAC Activity Log DOI Departmental Offices 175

FWS IPAC Activity Log Fish & Wildlife Service 520

FWS Payment Matching Report Fish & Wildlife Service 1,040

PCS Government Bill of Lading (GBL) Excel Input IBC’s Permanent Change of Station section 953

IPAC Interface-OFF IBC/Oracle Federal Financials Clients 100

Treasury Confirmations-OFF IBC/Oracle Federal Financials Clients 390

RPA Production Summary

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As of February 2021

With IBC’s Process Automation Branch fully staffed, IBC can produce annually an average of 16 automations

Typical process design/development/testing takes 3-4 months before implementing into production

IBC’s Process Automation Branch works in teams of 2 to create automations - can work 3 automations simultaneously with current staff

The average cost for O&M Support per automation (covers system changes & break/fix support) charged by IBC is $5,000

Average cost IBC charges per automation

IBC RPA Services

$22,500

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Implementation and O&M Support

Year 1 Year 2 Year 3Year 1 Year 2 Year 3

Benefits of RPA

25

Net Savings $122,020 net savings realized per year $1,527,252 net saving realized cumulatively in 3 years

Cost Avoidance $482,020 saved per year $2,892,121 saved cumulatively in 3 years

FTE Time 5.1 FTEs saved per year 30.8 FTEs saved cumulatively in 3 years

Manual Processing Time 10,672 hours saved per year 64,032 hours saved cumulatively in 3 years


Year 1 Year 2 Year 3

Cumulative

Per Year

* Processing Time

Per Year 10,672 21,344 32,016

Cumulative 10,672 32,016 64,032

** FTE TimePer Year 5.1 10.3 15.4

Cumulative 5.1 15,4 30.8

Cost Avoidance

Per Year $482,020 $964,040 $1,446,060

Cumulative $482,020 $1,446,060 $2,892,121

Processing Time SavedHours per Year and Cumulative after 3 Years

* Assuming average process is performed by GS-11 Step 1 in Denver, CO, with a 33% benefit rate** Assuming 2,080 productive hours per year

YEAR 1 YEAR 2 YEAR 3

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RPA DemoFWS Investment

27D O I . G O V / I B C

What is IOCR

D O I . G O V / I B C 28

Intelligent Optical Character Recognition (IOCR) automatically reads, extracts and delivers undigitized data.

No need to scan and input data into the system of record.

Able to handle multiple variations in forms and invoices.

Self Learning, can learn based on a confidence interval common

errors or common phases based on volume.

Contains integration between Oracle and SAP, feeding data into the financial system without need for manually loading.

Can also read handwriting.

Why IOCR for Government?

D O I . G O V / I B C 29

Allows organizations for move from “data

gatherers” to “data users”

Able to digest large volumes of pages even not

in standard format

Increased process efficiency and resource

optimization

No need to change forms or invoices, software will learn the date elements

and where they are on the page

Software can self learn and be taught

User interface to see what is being scanned and

processed

IBC & IOCR

30D O I . G O V / I B C

ABBYY FlexiCapturePurchased May 2020

Acquisition of Cloud Hosting by June 2021

Production deployment first quarter FY 22

IBC sees applicability for

IOCR within accounting operations

services

IBC Acquisition of IOCR

Pay.govPaperless Check Processing Initiative

31D O I . G O V / I B C

Goal is elimination of processing of paper checks IBC receives a relatively small

quantity of paper checks

Must have a devoted collections officer that cannot have many other duties

Risk of not receiving through the mail

Increase efficiency of collections processing

Went Live February 1, 2021

Access through Pay.gov website to make payments

Ability to pay with credit cards

Received only positive feedback from users on ease and speed of making payments

IBC & Automation of OF1164 Process

D O I . G O V / I B C 32

Online, employee-initiated voucher submission

PIV Card signatures ensure integrity of documents

Workflow of vouchers/receipts to supervisor, IBC for final payment

Visibility to employee throughout process of voucher status/approvals

IBC utilizes the Virtual Employee Network (VEN,

formerly known as VERN) for most client PCS voucher

submissions

Building this functionality with Relocation Management Worldwide (RMW) for the Bureau of Land Management (BLM) as the pilot program

BLM has approximately 4,000 1164 payments processed on an annual basis

IBC is leveraging this existing functionality for OF1164s

(Claims for Reimbursement for Expenditures on Official

Business)

Overview of OF1164 Process in VEN

D O I . G O V / I B C 33

VEN will ask employee a series of questions to populate OF1164

Type of expense (local travel, tuition reimbursement, professional liability insurance reimbursement, etc. show up in the dropdown of common expenses)

Based on expense type chosen, questions are dynamic & tailored to each type of expense from there

Attach receipts, PIV sign OF1164, and submit to supervisor (start of workflow)

Supervisor reviews and either signs (via PIV) or sends back to employee

Budget is required to enter the line of accounting and PIV sign

This step can be optional, but BLM wants budget office to take responsibility for LOA

IBC validates proper documentation, correct $ amounts, etc. at the technician and certifying officer level within VEN (PIV Signatures)

Once full payment package has been reviewed/approved by IBC, the OF1164 is complete

Employee (using PIV Card/single sign on) logs into VEN to initiate OF1164

Next step in workflow is the budget office approval

After budget office signs, OF1164 package goes to IBC Vendor Payments

Overview of OF1164 Process in VEN (cont.)

D O I . G O V / I B C 34

Went Live January 2021 Working on adding additional forms

such as SF-182 to expand VEN capabilities

Demos available upon request

Continue to explore use RPA software to enhance features such has file upload into financial systems

Replaces an offline, paper (in most cases) process with increased integrity (PIV signatures), transparency from the employee perspective, as well as automation and trackable workflow

D O I . G O V / I B C 35

Accounting Operations

36D O I . G O V / I B C

Lunch BreakBACK IN

60:00

AgendaAfternoon Session

1:30 Meeting Resumes1:35 Video “Meet the Team” – Accounting Operations /Administrative Support

1:40 Functional Support and Technical Services and Solutions Data Universal Numbering System (DUNS) to

Unique Entity Identifier (UEI) Transition Todd Adler

Contract Life Cycle Management (CLM) –Enterprise Command Center (ECC)

Matt Mariam

G-Invoicing John Maye

2:40 Video “Meet the Team” – Functional Support / Technical Services & Solutions

2:45 BREAK (10 minutes)

2:55 Customer Engagement Information Delivery/Customer Communications Bill Apgar/W. “Baze” Bazemore

Customer Satisfaction Bill Apgar

Online Resources Bill Apgar

3:30 Q&A and Wrap Up FMD Management

37

Meet the Team VideoAccounting Operations & Administrative Support

38D O I . G O V / I B C

Functional SupportTechnical Services and Solutions

39D O I . G O V / I B C

OFF Projects Timeline

D O I . G O V / I B C 40

Oracle Projects and Initiatives in the Pipeline

Mandates or Existing Commitments

Dates Are Subject to Change

DOI OCIO Data Center Migration

OFF File Transfer Server Refresh

OFF Single Sign On (SSO) Implementation

FRTIB OFF-PRISM Implementation(Nov 2021)

UEI Implementation (DUNS replacement) (Apr 2022)

Potential New Client OFF Implementation (July 2022)

G-Invoicing Implementation – New Orders (Oct 2022)

Potential New Client OFF Implementation (Oct 2022)

OFF E-Business Suite 12.2.x Upgrade

Upgrade OBIEE 12c to Oracle Analytics Server (OAS)

G-Invoicing Implementation – In Flight Orders (Oct 2023)

OFF Cloud Migration Assessment

ECC Implementation w/ pilot Agency (May 2021)

FY 2022 FY 2023 FY 2023+FY 2021

FY 2022Replace OFF File Transfer Server (a.k.a. Black-Box) Replace current aging SPARC

server with an x86 server on Linux platform

Migration of DOI Data Center from Denver, Colorado, to Albuquerque, New Mexico

FY 2022OFF Single Sign On (SSO) Implementation Implement SSO using Oracle

Access Manager for OFF and OBIEE/OAS

FY 2021Cloud Migration Assessment Discover and assess

current OFF and iQMISinfrastructure

Identify operational and security requirements and dependencies

Evaluate cost and identify migration options

Technical InitiativesOracle Projects and Initiatives in the Pipeline

41D O I . G O V / I B C

Unique Entity IdentifierUEI to replace DUNS

42D O I . G O V / I B C

GSA plans to discontinue issuing Data Universal Numbering System (DUNS) for SAM vendors by April 2022It will transition to using a Unique Entity Identifier (UEI) in place of the DUNS

The transition period to comply is from October 2021 through April 2022

Oracle plans to provide a patch for UEI in July 2021

IBC will need to assess the impact of the patch on OFF and existing interface Thorough testing will need to be performed

IBC expects the OFF changes to be implemented toward the end of the requiredtime frame –April 1, 2022

Contract Life Cycle ManagementEnterprise Command Center (ECC) for CLM

43D O I . G O V / I B C

Limited Introductioninto Production Environment

Resolution of outstanding issues for desired functionality

Developmentof training documentation and videos

May 15, 2021 June through September 2021

August through October 2021

October through December 2021 Full deployment

Actionable indicatorsGuided navigation

Interactive visualizationsCharts

Consumer-like search and filtersSearch across organizationsInstant search resultsTag clouds

Project Milestones

New Features

ECC for CLM

D O I . G O V / I B C 44

ECC for CLM

D O I . G O V / I B C 45

ECC for CLM

D O I . G O V / I B C 46

ECC for CLM

D O I . G O V / I B C 47

D O I . G O V / I B C 48

CLM & UEI

G-Invoicing Implementation

49D O I . G O V / I B C

What is G-Invoicing?

D O I . G O V / I B C 50

G-Invoicing allows Federal Program Agencies to conduct intragovernmental buy/sell transactions and facilitate the exchange of information between trading partners to…

Negotiate agreements or General Terms and Conditions (GT&C)

Broker orders

Exchange performance information

Validate settlement requests through IPAC

Oracle Projects

IBC Custom Solution

Manual Entry

High-level Overviewof OFF/G-Invoicing

Integration

Proposed Interface Solution Options

(Servicing Agency)

Key Factors Considered For

Interface Solution (Servicing Agency)

Current Statusof G-Invoicing

Implementation(Key Milestones)

G-Invoicing Implementation Update

51D O I . G O V / I B C

OFF/G-Invoicing IntegrationHigh-level Overview

52D O I . G O V / I B C

SERVICING AGENCY (Seller)

G-invoicing System

REQUESTING AGENCY (Buyer)

Orders

Performance

IPAC Settlement

General Terms & Conditions (GT&C) General Terms & Conditions (GT&C)

Oracle provided patches supporting OFF/G-Invoicing integration (deployed into the SPE2 environment for testing)

Oracle continues its development to support OFF/G-Invoicing integration

Final solution available during FY 2021 Q3. IBC will evaluate feasibility and the other 2 options to determine which solution to implement

Oracle prerequisites aligned with IBC’s OFF modules:

G-Invoicing solution requires EBS 12.2.7 or above

ECC v.5 or above

Oracleprerequisite notaligned with IBC’s OFF modules:

Implementationof Oracle Projects

Costing and Billing is mandatory

Interface

IBC G-Invoicing Implementation Team engaged with Unison to consider their solution for PRISM

Interface

Core Purchasing

CLMPRISM

IBCconsidering

options:

Oracle Projects

IBC Custom SolutionManual

Entry/RPA

Oracle prerequisites alignedwith IBC’s OFF modules:

G-Invoicing solution requiresEBS 12.2.7 or above

Implementation of CLM orCore Purchasing are mandatory

ECC v.5 or above

The implementation of BuyerWork Centre is mandatory

Factors Considered for Interface Solution

D O I . G O V / I B C 53

There are several key factors we are taking into consideration pertaining to the OFF/G-Invoicing interface solution.

AUDITABILITY

The proposed solution is expected to provide a processing audit trail at the detail GT&C, Order and Performance level

TIMELINESS

The proposed solution is expected to provide near real time transaction processing to ensure OFF and G-Invoicing are in-synch

ACCURACY

The proposed solution is expected to provide assurance that detail GT&C, Order and Performance transactions are correctly represented in G-Invoicing and OFF

RISK/IMPACT

Proposed solution’s impact to the IBC OFF offering

COST

Cost considerations for implementation activities such as development, testing, training, licensing, and operations & maintenance after go-live

Unison’s development of its PRISM G-Invoicing interface solution is currently in progress

Requirements gathering efforts are ongoing

Unison’s solution is estimated to be made available early CY 2022

Status of Vendor Proposed Interface Solutions

54D O I . G O V / I B C

Oracle Proposed Solution – particularly Servicing Agency requiring Oracle Projects

Oracle’s development and release of its OFF/G-Invoicing interface solution is being accomplished in 3 Phases:

Supporting organizational model configuration and pull/push actions for GT&C and Order transactions for both the Requesting and Servicing agency

Supporting Orders modifications, and Performance Management and Accounting impacts

Supporting Order closure, Performance Accounting, Seller facilitated Orders, and IPAC Settlement Related Enhancements

CY 2021 Q1 CY 2021 Q2 CY 2021 Q3

Phase 1 Phase 2 Phase 3

IBC’s implementation team obtained patches for the Requesting Agency solution in early FY 2021 Q2 and deployed these into the IBC G-Invoicing development/sandbox for testing

IBC Implementation Status Update

D O I . G O V / I B C 55

Go-Live In-Flight Orders

with a POP extending beyond 9/30/2023

CY 2023 October

Implementation activities under consideration

Interface Design/ DevelopmentRequirementsGap Analysis Review

as-is GT&C, Orders, Performance, and IPAC settlement processes Develop to-be

processesEvaluate interface solution options

Configure IBC OFF/G-Invoicing Development Environment

Enrollment inG-Invoicing QA SystemEstablish Customer

Agency QA System IDsTest IBC/G-Invoicing

QA Connectivity

InterfaceimplementationTestingCustomer User

TrainingCustomer Agency

production readiness

CY 2022 October

Go-Live New Orders with

a POP begin 10/1/22 or later

Oct-Dec Jan-Mar Apr-Jun TBD TBD

TBD

U.S Treasury G-Invoicing System Update

D O I . G O V / I B C 56

Release 4.1 (January 2021) Agencies will be able to view the Org Structure from the GT&C.

Seller Facilitated Orders (SFO) functionality

Initial Accessibility Functionality (508 Compliance)

Release 4.2 (June 2021) Organizational model development underway for Release 4.2

to align the application with the new organization model presented to your customer agency POCs during workshops IBC facilitated in April & May 2020

Update the User Interface for 508 compliance by ensuring all actionable elements are keyboard accessible, and by ensuring form fields were properly labeled to improve interoperability with assistive technologies

100% Quarterly Agency Implementation Plans submitted by IBC on time

Out of 578 Entities implementing G-Invoicing:

1 Entity in production environment

292 Entities awaiting on-boarding/enrollment in QA environment

285 Entities established in QA environment

Including all FMD customer agencies

D O I . G O V / I B C 57

G-Invoicing

Meet the Team VideoFunctional Support & Technical Services and Solutions

58D O I . G O V / I B C

59D O I . G O V / I B C

Coffee BreakBACK IN

10:00

Customer Engagement

60D O I . G O V / I B C

Information DeliveryCustomer Communications

61D O I . G O V / I B C

Monthly User Group Meetings

Project Working Groups Brown Bag Sessions

Specific Topic &Special Issue

Customer Bulletins

IBC Staff VisitsCFO Level Meetings

System Accountants

Customer CentralWebsite

Staff EmailFM Outreach Mailbox

Customer SupportCenter (CSC):1-720-673-9958

Customer Focus

IBC Customer Central

D O I . G O V / I B C 62

Open access to non-sensitive information, making it more discoverable and reachable for customers and employees from all offices, bureaus and agencies IBC supports.

Restricted access via firewall to protect sensitive content, such as the SSAE Audit Reports and similar documents.

IBC Customer Central offers a single-entry point to streamline online customer support

IBC.DOI.GOV

Customer Satisfaction SurveyAchieving Meaningful Data

63D O I . G O V / I B C

Complete the survey electronically

Offer constructive criticism and suggestions for improvement

Allow us to contact you – to ensure we understand your comments

To better serve you, we are seeking 100% response rate

90 90 90 84 9075

90 90 90

10 10 10 16 10 25 10 10 10

Satisfied Unsatisfied

May 2020 Customer Satisfaction Results

D O I . G O V / I B C 64

OVERALL satisfied with IBC as their financial management shared service provider

Satisfied with how IBC PARTNERS develop solutions that meet agency’s financial system needs

Satisfied with EFFECTIVENESS of problem resolution provided

Satisfied with TIMELINESS of problem resolution provided

Satisfied with overall QUALITY of the financial management system and service

Satisfied with COURTEOUS AND PROFESSIONAL CONDUCT of IBC staff

Satisfied with IBC’s KNOWLEDGE and EXPERTISE in federal financial management

Satisfied with IBC's COMMUNICATION of relevant information

Satisfied with VALUE received for the price

85 79 79 79 8576 79

94 88

15 21 21 21 15 24 21 6 12

Satisfied Unsatisfied

May 2019 Customer Satisfaction Results

D O I . G O V / I B C 65

OVERALL satisfied with IBC as their financial management shared service provider

Satisfied with how IBC PARTNERS develop solutions that meet agency’s financial system needs

Satisfied with EFFECTIVENESS of problem resolution provided

Satisfied with TIMELINESS of problem resolution provided

Satisfied with overall QUALITY of the financial management system and service

Satisfied with COURTEOUS AND PROFESSIONAL CONDUCT of IBC staff

Satisfied with IBC’s KNOWLEDGE and EXPERTISE in federal financial management

Satisfied with IBC's COMMUNICATION of relevant information

Satisfied with VALUE received for the price

Online ResourcesBookmark and Share

66D O I . G O V / I B C

Or contact us by email at [email protected]

https://ibc.doi.gov

https://ibc.doi.gov/FMD

https://ibc.doi.gov/FMD/financial-systems

FMD Organizational Chart

D O I . G O V / I B C 67

Last updated 3/28/2021

Associate DirectorWendell “Baze” Bazemore

Deputy Associate DirectorBrent Stevenson

Executive Administrative OfficerLeslie Booth

Internal Control & Audit Liaison Office

Program Support OfficeDebbie Cochran

Information AssuranceOffice

Customer Communication Outreach

Procure to Pay BranchJohn Maye

Financial Support and Reporting Branch

Todd Adler

Acquisition Support Branch

Matt Mariam

Application & Database Administration Branch

Vacant

System Administration BranchVacant

Negotiation Branch IIMark Stout

Negotiation Branch IDoris Jensen

Incurred Cost Audit Branch

Kimberly Holt

Charge Card

eTravel SectionVacant

Quarters Section

Administrative Support Division

Bill Apgar

Functional Support Division

Meredith Day

Technical Services and Solutions Division

Neelima Narra

Project Management Office

Scott Ryman

Indirect Cost Services Division

Craig Wills

Accounting OperationsServices Division

Matt SchallenbergVendor Payments

BranchKaren Moore

Fiscal ServicesBranch

Lake Gardner

General Accounting Branch

Deborah Hamm

Process AutomationBranch

Tony Gonzalez

FMD Contact Information

D O I . G O V / I B C 68

Indirect Cost Services Division – Craig Wills 916-930-3828

Negotiation Branch I - Doris Jensen 916-930-3829

Negotiation Branch II - Mark Stout 916-930-3830

Acquisition Audit Services Branch - Kimberly Holt 916-930-3833

Accounting Operations Services Division – Matt Schallenberg 303-969-7274

Vendor Payments Branch - Karen Moore 303-969-5770

General Accounting Branch - Deborah Hamm 303-969-5412

Fiscal Services Branch - Lake Gardner 303-969-5322

Process Automation Branch - Tony Gonzalez 303-969-5435

Quarters Section 303-969-5696

Administrative Support Division – Bill Apgar 303-969-7199

Internal Control & Audit Liaison Office 303-969-5764

Information Assurance Office 703-969-7199

Program Support Office - Debbie Cochran 303-969-7459

Customer Communication Outreach Section 303-969-7199

Charge Card 303-969-5768

Associate Director – Wendell Bazemore 703-668-6969

Deputy Associate Director – Brent Stevenson 303-969-5416

Executive Administrative Officer – Leslie Booth 703-668-6948

Technical Services and Solutions Division – Neelima Narra 703-668-6953

Application & Database Administration Branch - Vacant

System Administration Branch - Vacant

Functional Support Division – Meredith Day 703-668-6978

Procure to Pay Branch - John Maye 703-668 6961

Acquisition Support Branch - Matt Mariam 703-668 6962

Financial Support and Reporting Branch - Todd Adler 303-969-5789

eTravel - Vacant

Project Management Office – Scott Ryman 703-668-1240





















D O I . G O V / I B C 69

Wrap Up

Documents

Interior Business Center Customer Day