The budget formulation and execution process is certainly multi-faceted, but the planning stage is the foundation of its development. Determining the requirements for the budget includes identifying goals, objectives, and association tasks; then procurement requirements; and finally the type of funding necessary. Once these decisions are made, the final program can be established. Take a look at best practice budgeting tools that also comply with Federal regulations and ultimately the GPRA, leading to obligated, controlled, managed, monitored, and reported spending.

1. justin.naughton@umt.com

2. UMT Federal Webinar Series
 Capital Planning and Investment Control
 Get and overview of the CPIC processes as they are enabled using
the UMT 360 solution and the Microsoft EPM Platform.  6/19/2013
1100 – 1200
 Prioritization of End of Year Funding
 Learn how to optimize your end of year funding and prioritize those
unfunded requirements (UFRs)  7/17/2013 1100 – 1200
 Annual Planning and Budget Formulation
 It’s that time of year again! Are you ready for this years
budgeting process?  8/21/2013 1100 – 1200
 Communicating Investment Status
 Reporting, Dashboards and Metrics; Oh My!  9/18/2013 1100 -
1200

3. UMT – Who We Are
‘Winner of MicrosoftPartner of the Year’
‘Visionary’in Integrated ITPortfolioAnalysis
Applications
‘CoolVendor’ in Gartner’s Cool Vendor
Report 2012
PPM Experts
20years of experience
With over
Gartner MQ Download: http://www.umt.com/en-us/community/pressreleases.aspx

4. UMT – Where We Are
Project Management
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT
UMT

5. Portfolio Mgmt. Experts
Consulting Excellence & Product Innovation
• UMT - Released
eStratframes
• Gartner Paper -
UMT: Aligning
Management &
Business Structures
• UMT – Released
UMT Portfolio
Manager
(Top Down
Portfolio Analysis
solution for PPM &
APM)
• Gartner Report -
UMT included in
Gartner’s Cool
Vendors in
Portfolio
Management
Report
• Gartner MQ -
UMT included in
Gartner IT PPM
Magic Quadrant
• Meta Group -
UMT positioned as
the leader in the
Portfolio
Management
MetaSpectrum
Report
• Gartner Award -
UMT selected as
the ‘Best PPM
Strategy Service
Provider’ at the
Gartner Project &
Portfolio
Management
Summit
• UMT – Released
UMT Project
Essentials
(Business Planning
& Management
solution for
Microsoft Project
& SharePoint
Server)
• Microsoft
Acquisition -
Microsoft acquires
UMT Portfolio
Manager to add
project and
application
portfolio mgmt.
capabilities
• Gartner MQ -
UMT included as a
Visionary in
Gartner IT PPM
Magic Quadrant
• UMT - Released
UMT IT 360 (IT
Business Planning &
Mgmt. solution for
Microsoft SharePoint
& Project Server)
• Gartner Report-
UMT included in
Gartner’s Cool
Vendors in Program
and Portfolio
Management Report
• Gartner IIPA MQ
UMT positioned as
Visionary in
Gartner's Magic
Quadrant for
Integrated IT
Portfolio Analysis
Applications
• UMT – 2013
Microsoft
Project Portfolio
Management
Partner of the
Year. UMT as a
two-time winner!

6. Agenda

8. Budget Formulation
Budget
Formulation
Congressional
Action
Budget
Execution
The primary focus
of the Budget is on
the budget year—
the next fiscal year
for which the
Congress needs to
make
appropriations, in
this case 2014.
The Budget also
covers the nine
years following
the budget year in
order to reflect
the effect of
budget decisions
over the longer
term.
In a normal year, the President
begins the process of formulating
the budget by establishing
general budget and fiscal policy
guidelines, usually by the spring
of each year, at least nine months
before the President transmits the
budget to the Congress and at
least 18 months before the fiscal
year begins.
During the formulation of the budget, the President, the Director of OMB, and
other officials in the Executive Office of the President continually exchange
information, proposals, and evaluations bearing on policy decisions with the
Secretaries of the departments and the heads of the other Government agencies.

9. Congressional Action
Budget
Formulation
Congressional
Action
Budget
Execution
Congress adopts a Budget resolution or enacts a Continuing
Resolution if appropriation bills aren’t agreed to by Oct 1.
Congress
Approves, Modifies
or disapproves the
presidents budget
proposals
The budget resolution provides the framework within which individual congressional
committees prepare appropriations bills and other spending and receipts legislation.
The Congress provides spending authority—funding—for specified purposes in
appropriations acts each year. In making appropriations, the Congress does not vote
on the level of outlays (spending) directly, but rather on budget authority, or funding,
which is the authority provided by law to incur financial obligations that will result in
outlays. Some authorizing legislation expires after one year, some expires after a
specified number of years, and some is permanent.

10. Budgeting Execution
Budget
Formulation
Congressional
Action
Budget
Execution
Government agencies
may not spend or
obligate more than
the Congress has
appropriated, and
they may use funds
only for purposes
specified in law.
Some apportionments
are by time periods
(usually by quarter of
the fiscal year), some
are by projects or
activities, and others
are by a combination of
both.
If additional funding is
required for unforeseen
circumstances, Congress may
enact a supplemental
appropriation. On the other
hand, the President may
propose to reduce a previously
enacted appropriation.
Agencies are instructed not to withhold funds without the prior approval of OMB.
When OMB approves a withholding, the Impoundment Control Act requires that
the President transmit a “special message” to the Congress.

12. Lack of Budget Data Standardization

13. Lack of Budget Data
Centralization

14. Lack of Automation of Budget
Process

15. Proposed Solution

16. Demonstration
1.
2.
3.
4.

18. Calls To Action
 Capital Planning and Investment
Control
 Get and overview of the CPIC processes as they are
enabled using the UMT 360 solution and the
Microsoft EPM Platform.  6/19/2013 1100 – 1200
 Prioritization of End of Year Funding
 Learn how to optimize your end
of year funding and prioritize
those unfunded requirements
(UFRs)  7/17/2013 1100 – 1200
 Annual Planning and Budget
Formulation
 It’s that time of year again! Are you ready
for this years budgeting process? 
8/21/2013 1100 – 1200
 Communicating Investment Status
 Reporting, Dashboards and
Metrics; Oh My!  9/17/2013
1100 - 1200
 Contact UMT About an
Onsite Discovery
Workshop Session
 Learn
 We learn about your EPM and
CPIC goals and strategies
 Show
 We show you a detailed deep
dive of what is possible
 Think
 We think together with you
about a roadmap of how you
might implement
Note: The cost of the workshop is covered
through your Microsoft Enterprise Agreement.