| BPM Processes |
| Name | Description | OV-6c Business Process Diagram(s) |
| Accept Agreement with Government Requester | This process includes the Government supplier reviewing the revised draft agreement and signing the agreement before it is accepted by the buyer. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Accept Goods and Services | Acknowledgement by an authorized official that goods tendered and services rendered conform with contract or intragovernmental order requirements, at which time the Government takes ownership and triggers asset valuation and accountability. | Manage Sales and Procurement |
| Accept Orders | Accept Orders is the process of managing transactions involving sales, services, and transfers between two entities of the government, including the ability to validate supplier/buyer information; enter, accept, review, send, issue, and modify inter/intra agency orders; send inter/intra agency agreement notifications; receive inter/intra agency procurement evidence; receive and accept goods obtained intra-governmentally; and receive an inter/intra agency invoice. | |
| Accept Other Goods and Services | This process includes the act of an authorized representative assuming ownership and accountability of existing identified goods tendered or approved specific services rendered. This includes final review and signing of documentation that triggers payment, asset accountability, inventory record updates, etc. This process applies to all goods and services, excluding real property. | Finalize Acceptance Perform Receipt, Acceptance and Return |
| Accept Purchase Request | Proceed with the processing of the purchase request once it is found adequate. | Receive and Accept Purchase Request |
| Accept Signed Agreement | This process includes the Government buyer accepting the Government supplier signed agreement thus formalizing the agreement. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Account for Personnel | This activity is associated with accounting for time, absence, and labor, managing absence request, managing leave sell-back, managing an unauthorized absence, accounting for personnel casualty, tracking personnel location and managing visibility of the availability of Human Resources (HR). The visibility of HR does not include documenting the information related to a persons availability, but merely allows for the visibility of this information in a meaningful context. | Hire-to-Retire |
| Account for Time, Absence, and Labor | This activity is associated with recording, adjusting and certifying time worked, absence, and labor information and managing leave balance. Note: For Military personnel on active duty, exception reporting is normally used (i.e., time worked is not recorded, absences and labor (as appropriate) are recorded). | Hire-to-Retire |
| Accumulate Cost Performance | Execution of the cost model that supports the agreed upon methodology to be used by the seller to accumulate the costs of performance for all orders and used to manage and evaluate contract performance. | Administer Procurement Instrument |
| Accumulate to Model Element | This is the process by which input data is directly traced to its corresponding model element. | Populate Cost Performance Model |
| Acknowledge Goods Tendered and Services Rendered | This process involves the receipt of verification that goods were tendered or service was rendered, but does not include evaluation of quality or compliance with terms and conditions of the contract or order. This process includes updating shipping information, unloading transport, noting date physically received, verifying with manifest, noting visual condition and item count, and electronic delivery acknowledgement. Acknowledgement of receipt of evidence of performance triggers the clock for constructive acceptance. | Receive Goods and Services |
| Acknowledge Goods Tendered or Services Rendered | This process produces the documentation for the act of assuming ownership of legal title and accountability of goods tendered and services rendered, excluding Real Property Placed in Service Notification. This serves as proof that the deliverables received or services rendered have been provided fulfilling specified terms and conditions against the previously agreed upon obligating document, contract, and/or intragovernmental order between the supplier and the buyer. For intragovernmental orders, acceptance is deemed to occur constructively, unless otherwise denoted in the order, on the 7th calendar day after the Government buyer receives delivery of supplies or performance of services in accordance with the terms and conditions of the order, unless there is a disagreement over quantity, quality, or compliance with other terms and conditions of the order. The trading partners may specify a longer period for constructive acceptance in the solicitation and resulting order, if required, but must document in the file the justification for extending the constructive acceptance period beyond 7 days. Constructive acceptance for intragovernmental orders will trigger the payment process. | IGT-IPP Systems View - Part 1 Perform Receipt, Acceptance and Return |
| Acknowledge Order or Modification | This process involves acknowledging an intragovernmental order or modification that has been sent from the Government buyer. This process initiates and adjusts the obligation of funds on the buyer side. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Acknowledge Other Goods and Services | This process involves the receipt of verification that goods were tendered or service was rendered, but does not include evaluation of quality or compliance with terms and conditions of the contract or order. This process includes updating shipping information, unloading transport, noting date physically received, verifying with manifest, noting visual condition and item count, and electronic delivery acknowledgement. Acknowledgement of receipt of evidence of performance triggers the clock for constructive acceptance. This process applies to all goods and services, excluding real property. | Acknowledge Goods Tendered and Services Rendered |
| Acknowledge Other Service Rendered | From EBPM (release 2.3) The Acknowledge Other Service Rendered process includes the verification that service was rendered. It does not include evaluation of quality or compliance with terms and conditions of contract. | Perform Receipt, Acceptance and Return |
| Acknowledge Real Property Services Rendered | The Acknowledge Service Rendered process includes the (notification) that service was rendered. It does not include evaluation of quality or compliance with terms and conditions of contracts (or other legal instruments). | Acknowledge Goods Tendered and Services Rendered |
| Acquire Human Resources | This process includes all actions associated with recruiting, selecting, assessing, accessing and hiring all human resources and recording information on other designated individuals that have been identified for tracking by DoD Management. This includes recruiting candidates, collecting and providing information from / to the person, selecting, assessing selectee documentation, completing examinations, hiring, completing required documentation for an accession, and completing all steps to build/update a person's Human Resources Profile. | Accept Goods and Services Administer the Contract Execute Contract Execute Contract Closeout Finalize Acceptance Manage Sales and Procurement Monitor and Improve Process Personnel Visibility Process Requirement |
| Activate Unit | This activity is associated with mobilizing or activating a unit. | HL Manpower - Manage Organizational Structure |
| Add Voucher to Collection Voucher Control Log | Add voucher to the collection voucher control log that summarizes daily collections, identifies payment mode (check, cash, Electronic File Transfer), and assures all voucher numbers are accounted for. Ensures all collection vouchers are entered in the accountability records. Disbursing officer should require that the log be prepared daily by each functional area and/or branch disbursing office. | IGT-IPP Systems View - Part 1 Manage Collections |
| Adjust Manpower Requirements Based on Priority List | This activity is associated with reprogramming requirements based on the budget decision. | HL Manpower - PPBE |
| Adjust Program Execution | Adjust the execution of the program in accordance with the Approved APB. | Execute Program Sub-Process APB Revision |
| Adjust Time, Absence, and Labor Information | This activity is associated with adjusting time, absence, and labor information based on errors or modifications of proposed events (e.g., canceling leave that has yet to be executed). These adjustments can be for future leave periods already documented and current or past periods of time. | HL Account for Time, Absence, and Labor |
| Administer Armed Services Vocational Aptitude Battery | This process includes administering an Armed Services Vocational Aptitude Battery (ASVAB) for an applicant. This may include (but not be limited to) conducting the ASVAB, scoring the ASVAB, and documenting any issues related to ASVAB testing. | Perform Aptitude Qualification |
| Administer Assignment Action | This activity is associated with administering an assignment action. This activity also includes determining an assignment action, submitting an assignment action request, performing assignment screening, and providing assignment action decision activities. | Assign Human Resources |
| Administer Government Furnished Property | Insuring contractor compliance with government property requirements. | Administer Procurement Instrument |
| Administer Grievance Process | This activity is associated with initiating, processing, resolving and documenting a formal complaint related to co-worker/peer or management actions in regard to an employee or Member (e.g., administrative grievances, sexual harassment complaints and Labor / Union grievances). | Hire-to-Retire |
| Administer Inter-service Transfer | This activity is associated with the administration of an Interservice Transfer (e.g., a transfer from Army to Marine Corps). This activity may also include (but not be limited to) assessing transfer eligibility, reviewing the transfer by the approval authority board, and executing the board decision. Note: Interservice transfers are normally made only between equivalent components, that is, Reserve to Reserve and Regular to Regular. | Hire-to-Retire |
| Administer Intra-service Transfer | This activity is associated with the administration of an Intraservice Transfer (e.g., a transfer from a Regular component to the Reserves, transfer between Reserve Categories (e.g., Ready Reserve, Standby Reserve, Retired reserve), or transfer from a Regular component to the National Guard). This activity may also include (but not be limited to) assessing transfer eligibility, reviewing the transfer by the approval authority board, and executing the board decision. | Hire-to-Retire |
| Administer Labor Agreements | This activity is associated with implementing agreement provisions within the organization. This activity also includes providing training on contract details, attempting to resolve implementation issues, and collecting input on administration of agreement issues to ensure management compliance with terms of the contract. | HL Manage Labor Relations |
| Administer Organization Unique Identifier | This activity is associated with reviewing a request for an Organization Unique Identifier (OUID) for authorized/funded organization, determining the organization type (e.g., identification of organization category, organization information and data and relationships), determining if a seed is needed, and assigning and publishing an OUID. This activity also includes providing a notification if there is an existing OUID. Organization Unique Identifiers (OUIDs) are used to uniquely identify all Department of Defense organization categories (i.e., doctrinal, billets, crews, garrison, and augmentation) defined by Global Force Management Data Initiative. | Hire-to-Retire |
| Administer Payments | The performance of the contract administration functions related to enforcing contract terms for payment including authorization and approval of contract financing, monitoring expenditures relative to performance, monitoring the contractor's financial condition and taking appropriate action to protect the government's financial interest in the event of contractor's non-performance. | Administer Procurement Instrument |
| Administer Performance Evaluation | This activity is associated with managing the evaluation process to include the identifying of personnel due for performance evaluation and raters that will provide their input to the individual's performance evaluation, tracking and submission of evaluation rendered on personnel to reflect performance, training progress and potential for promotion, explaining performance standards, providing written and verbal performance feedback, and closing out the process by maintaining performance files and updating performance evaluation information. | Hire-to-Retire |
| Administer Physical Fitness Program | This activity is associated with aiding commanders in the development, implementation, evaluation, and maintenance of physical fitness programs. Included within the program is ensuring that adequate resources (e.g., personnel, equipment, and facilities) are provided, assessing the Member's physical condition and readiness (APFT, etc.), and placing the Member in an alternate fitness program if necessary, documenting the performance of the Member, coordinating medical programs (e.g., physical therapy, rehabilitation, and determination of limitations), providing written and verbal feedback on Member performance and methods for improvement, and updating of a Member's physical aptitude profile. | Hire-to-Retire |
| Administer Procurement Instrument | Administer Procurement Instrument is composed of monitoring the contract, agreement or order to ensure that a supplier is meeting requirements in accordance with the terms and conditions of the procurement instrument for providing goods/services and performing the administration activities from award to physical completion including change request management and vendor performance evaluation. | Procure-to-Pay |
| Administer Promotion Appeal | This activity is associated with appealing a promotion decision to include a Member's appeal package (package includes the appeal document and any other supporting documentation), approving or disapproving the appeal, and recommending a special selection board if necessary. This activity also includes notifying the appropriate parties of the appeal decision. | HL Manage Personnel Promotion |
| Administer Recognition Program | This activity is associated with administering awards, decorations, and special recognition programs to include individual, unit/organizational, and special recognition awards. | Hire-to-Retire |
| Administer Reenlistment Process | This activity is associated with determining reenlistment Candidates, processing reenlistment requests, and executing reenlistment agreements. | Hire-to-Retire |
| Administer Special Purpose Test | This process includes administering a special purpose test for an applicant or Member. This may include (but not be limited to) conducting the test, scoring the test, and documenting any issues related to testing. | Perform Aptitude Qualification |
| Administer the Contract | This process includes a set of Government buyer and supplier operations that are triggered by a contract award or intragovernmental order acknowledgement. These processes consist of contract monitoring, intragovernmental order performance monitoring, change request management, and close-out procedures. | Manage Sales and Procurement |
| Administer Transfer between Military Personnel Classes | This activity is associated with changing a Member's class from Enlisted to Commissioned/Warrant Officer class, or a Commissioned/Warrant Officer to an enlisted class. This activity also includes managing the initial request to become a Commissioned/Warrant Officer, the concurrence or nonconcurrence of the request, and the updating of personnel records once the personnel status has changed. | Hire-to-Retire |
| Administer Transfer To and From Active Duty | This activity is associated with transferring the Members of a Reserve component unit to or from active duty during mobilization or demobilization. This includes either an update to an individual Member's information or a mass update to multiple Member's information. Mass updates can also be applied to all the Members of a unit or occupation or to a group of Reserve components. This also includes Retired Regular Members who are being mobilized or demobilized at the same time. | Hire-to-Retire |
| Aggregate Asset Inventory Count Results | The Aggregate Asset Inventory Results process accumulates the results of the physical inventory for analysis of variance (ANOVA). | Conduct Physical Inventory |
| Aggregate Initial Asset Information | The process of accumulating all asset physical, legal and financial information into the initial asset record. | Create Initial Asset Record |
| Aggregate Real Property Management Information | This process confirms receipt of all documentation required for final acceptance and management of real property. | Perform Acceptance Procedures |
| Allocate Manpower | This activity is associated with allocating/reallocating approved manpower requirements based on category, program, and quantity. | HL Manpower - PPBE |
| Allocate to Model Element | This is the process by which input data is assigned to its corresponding model element using an acceptable cost allocation method for assigning costs that are not directly traceable (e.g. labor costs for supervisory positions) to model elements. | Populate Cost Performance Model |
| Analyze Accounts Receivable | Analyze receivable request to identify receivable type and associate the receivable event to a reimbursable agreement if applicable. Determine the type of revenue (exchange or non-exchange) for the receivable. Check for advances against this receivable. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Analyze Anomalies | The draft Report of Programs data is analyzed to determine the reconciling items or discrepancies, including disbursements, deposits, undisbursed expenditure general ledger accounts, and receipt ledger account to determine actions needed for resolution. | Manage Report of Programs |
| Analyze Anomaly | Analyze discrepancies found when reconciling disbursements, deposits, undisbursed expenditure ledger accounts, and receipt ledger account to determine if further financial information will be needed. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Analyze Apportionment | In this process, the responsible DoD Comptroller reviews the apportionment request document data, evaluates request alternatives and determines the degree apportionment categories and fiscal amounts requested are properly justified, and fiscally reasonable, in terms of adequately fiscally supporting the operations planned for the appropriation period. | Execute Apportionment and Allocate Funds |
| Analyze Appropriation and General Provisions | Enacted appropriations received are reviewed regarding the purpose, scope and limitations of specific "Sections of the Act" as well as the general provisions incorporated. The review entails a determination of the extent the terms, conditions and provisions of the act can be individually or severally applied, including designated transfer limitations and restrictions as well as further distributions to components and agencies involved. These designations are referred to as "spreading the provisions to the components". | Execute Apportionment and Allocate Funds |
| Analyze Audit Comments | Analyze the comments from audit function after their review of the draft period end or on demand financial statement to evaluate accuracy, financial risk, or cost reasonableness. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Analyze Denied Requests | Some denied Cost Information Requests may be worthy of additional analysis. This process will result in the need to generate a Remedial Action Plan that will be coordinated with the customer to determine if alternative means may be used to satisfy the Cost Information Request. This process reviews the various denied requests with the intent of identifying a pattern of common reasons for being declined, and therefore, requires attention on the part of the cost revenue performance manager. This may include looking for an opportunity to enhance the cost revenue performance manager's capability or to answer increasing customer demand for a particular area of information. This may also include the cost revenue performance manager noticing a trend in requests for information that are not within the scope of its responsibilities. In this case, it will be necessary to educate customers to better understand the focus of the cost revenue performance manager's services. | Define Cost Performance Model Perform Cost Analysis |
| Analyze Draft Period End or On Demand Financial Statement | Analysis of draft period end or on-demand financial statements includes additional analysis to identify any misstatements that require modification or adjustment of financial information, narrative, or footnotes. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Analyze Education Course Evaluation | This activity is associated with gathering and analyzing instructor and student evaluations of education courses after completion of each course for perceived short falls/requirements adjustments and proposed modifications. | HL Manage Education |
| Analyze Facility Energy Consumption | Energy managers review facility energy consumption information along with other parameters (e.g., weather anomalies, installation OPTEMPO level) that enable assessment of consumption characteristcs (e.g., peak load/workload shifting) for management and reporting. | Manage Facility Energy Consumption |
| Analyze Grievance | This activity is associated with reviewing a grievance, along with any supporting documentation, determining if the grievance contains adequate information, conducting an inquiry if necessary, determining the type of grievance (e.g., request for assistance, issue, complaint, or allegation) and who has the appropriate jurisdiction to resolve the grievance, determining if the grievance should be dismissed, and documenting the information captured. | HL Administer Grievance Process |
| Analyze Product Hazard Data for Deficiencies and Known Derived Data Availability | This process reviews a record within the master product hazard data (MPHD) warehouse as a result of a notification received which identifies a deficiency in the product hazard data (PHD). The MPHD warehouse is queried to analyze and assess if the deficiency has been correctly identified and if known or derived data to correct the PHD is available within the DoD. The possible outcomes of the analysis are that the PHD is not deficient, the deficiency exists but data is available to correct the PHD, or the deficiency exists and the data to correct the PHD must be requested from a PHD source. | Perform PHD Stewardship |
| Analyze Proposed Audit Adjustment | Analyze the proposed audit adjustments to determine concurrence and required actions. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Analyze Spend Information | This process involves analyzing aggregated spend information and generating specific spend reports to support development of sourcing plans. Spend information includes post-award data used to identify strategic sourcing opportunities, such as total obligated amount per fiscal year, socio-economic information, and supplier concentration. | Develop Sourcing Strategy |
| Analyze Strategy Performance | This process includes gathering stakeholder, supplier, internal/external vendor feedback, fulfillment execution information, and contract execution information from throughout the enterprise to determine whether any adjustments to the sourcing strategy are needed. | Monitor and Improve Process |
| Analyze Unapproved Trial Balance | Analyze trial balance to identify any anomalies (out of balance, errors). | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Analyze Unidentified Collection Input | Review the given collection information and related supporting documentation to determine what additional information is needed to identify the collection and how the collection should be applied. | IGT-IPP Systems View - Part 1 Manage Collections |
| Apply Accounts Payable Offset | This process will offset the payment amount due to the vendor, or other party owed by the Government, by any amount the vendor owes to the Government, in compliance with the Debt Collection Act. | Manage Procurement Entitlement |
| Apply Anomaly Detection Criteria to Data | This process applies anomaly detection criteria to identify accumulated results that may be counter to expectations and do not have an associated explanation. The anomalies discussed herein relate to model level variances (e.g., change in total labor cost for a responsibility segment from period to period). This process step does not assess the validity of the data. Incoming data is assumed to be correct. | Populate Cost Performance Model |
| Apply Changes | Adjustments deemed required are applied to the apportionment request and a notification of adjustment(s) coordinated or sent to the requesting component(s). | Execute Apportionment and Allocate Funds |
| Apply Collection | Upon receipt the amount collected should be applied to the associated debt. When applying collections to the outstanding debt balance, collections are applied in the following order of priority: (1) to penalties applied to the outstanding balance, (2) to administrative fees applied to the outstanding balance, (3) interest applied to the outstanding balance, and (4) to the outstanding principal balance. | Manage Delinquent Debt |
| Apply Payment Instructions | The payment instructions are applied to the payment request. For FAR-based payments, standard payment instructions are found in Section G (Contact Administration Data) of the contract or order and are defined in DFARS clause 204.7108(d). For Miscellaneous Payments, payment instructions are defined by statute. When paying with purchase card, follow the purchase card guidebook. | Manage Procurement Entitlement |
| Apply Prior Period Adjustment | Apply the prior period adjustments associated with a correction of an error or change in accounting principle reported in a prior period as communicated through a specific transaction type and specific set of delineating data attributes. | Post to General Ledger |
| Apply Trending Techniques | This process applies the selected trending technique(s) to the outputs from the populated model in order to generate the trend analysis. | Perform Cost Analysis |
| Approve and Sign Intragovernmental Agreement | This is a new IGT process created when commercial and IGT were split during the BEA 9.0 P2P development period. It does not have a definition yet. | Award Procurement Instrument |
| Approve Asset Inventory Count Information | The Approve Asset Inventory Count Information process results in the acceptance of the physical inventory count by an authorized official. | Conduct Physical Inventory |
| Approve Trial Balance | Approve and or Certify the Trial Balance with the accumulation of all financial and accounting transactions captured in general ledger and subsidiary ledger accounts. The US Standard General Ledger is the structure used in posting the Trial Balance and also includes subsidiary ledgers. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Archive Asset Record | This process stores or flags asset records that are no longer in active status. These records can be retrieved upon request for future liability issues, reporting and audit trail purposes. | Maintain Asset Information |
| Archive Order | This process involves the Government supplier filing and storing a closed intragovernmental order in compliance with best business practices. | Execute Contract Closeout Perform Instrument Closeout |
| Archive Procurement Instrument | Retain contract files for the period defined in FAR 4.805. Buyer and seller agencies must prescribe the procedures for handling, storing and disposing of contract files held in all types of media. | IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Assemble and Marshal Forces | This process brings together people, supplies, and equipment in preparation for final movement, and establishes and positions support functions to expedite and control the movement and throughput of the force through the deployment pipeline. This process uses information from the transportation schedule to produce deployment information, shipping documentation, and packing lists used to execute the actual transportation of property and forces to the scheduled destination. | Deliver Property and Forces IGT-IPP Systems View - Part 1 |
| Assemble Certified Financial Statement Package | Prepare certified financial statement package that contains financial statements, external audit reports, and management representations. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Assess Acquisition Program Baseline Revision | This is the assessment of the revised submission of the Program Manager's recommended key cost, schedule, performance parameters, and other cost constraints, objectives, or thresholds for program milestones for coordination and eventual approval by the Milestone Decision Authority. | Execute Program Sub-Process APB Revision |
| Assess Benefit Programs | This activity is associated with gathering feedback information, evaluating the benefit programs, identifying establishment or disestablishment of benefit programs, and documenting issues and reporting information to appropriate parties for resolution. | HL Manage Benefit Programs |
| Assess Commissioning Program Eligibility | This activity is associated with determining if a Member meets minimum eligibility requirements to be considered for admission into a commissioning program. This activity is also associated with evaluating any submitted waivers. | HL Administer Transfer between Military Personnel Classes |
| Assess Congressional Position | OUSDC examines comments and determines appropriate actions. Any action requires unanimous Committee approval. Approvals are provided for the entire package or for segments of the package, including line-item approvals. | Perform Reprogramming and Transfers |
| Assess Data Requirements | This process assesses the data required to support the customer's request, translating the requirements into an initial set of data elements. | Define Cost Performance Model |
| Assess Draft Acquisition Program Baseline | This is the assessment of the initial draft submission of the Program Manager's recommended key cost, schedule, performance parameters, and other cost constraints, objectives, or thresholds for program milestones for coordination and eventual approval by the Milestone Decision Authority. | |
| Assess Eligibility for Separation | This activity is associated with validating a Voluntary or Involuntary Separation Request, along with any supporting documentation (e.g., waivers, proof of eligibility for a specific separation action), and determining eligibility for separation based on pre-established regulatory criteria and the Member's qualifying information. This activity is also associated with identifying a Member approaching the end of their service obligation for voluntary separation, identifying a Member for separation based on reduction of force criteria, and updating a separation profile with eligibility information. | HL Manage Military Personnel Separation |
| Assess ESOH Risk | This process assesses the health, safety, ecological, or cultural risk posed by the ESOH aspect under consideration. Risk is defined as the possibility of a hazard causing suffering, harm or loss. This process takes the identified ESOH aspect or issue (e.g., ground water plume, paint shop operations, sound exposure) and determines the level of risk associated with the hazard. The risk finding is based on factors such as severity, probability, and availability of pathways, contaminants, or receptors. | Perform ESOH Services |
| Assess Human Resources Recovery Care Program Needs | This activity is associated with assessing the Recovering Service Member (RSM) information (e.g., enrollment information, identification of needs, and Family Support information) to determine the Human Resources (HR) Recovery Coordination Program (RCP) Needs Assessment. | HL Manage Human Resources Recovery Coordination Program |
| Assess Physical Fitness Program | This activity is associated with assessing the Service physical fitness body fat and health promotion programs and providing an annual physical fitness report. | HL Administer Physical Fitness Program |
| Assess Progress Against Individual Development Plan | This activity is associated with measuring skills attained (e.g., via testing, on the job performance, employee and manager feedback) and progress made against the Individual Development Plan. | HL Manage Individual Development Plan |
| Assess Quality of Life Program | This activity is associated with assessing the effectiveness of a Quality of Life (QoL) program. This includes evaluating a QoL program according to a number of factors (e.g., how well it complies to standards, achieves mission effectiveness, usage, use of funding, personnel or other assets), reviewing and providing feedback on QoL program standards, and generating QoL program information or reports. | HL Manage Quality of Life |
| Assess Requirement | When notification is received of an updated requirement, the accounting policy office must assess the requirement to determine what implementation options are best suited to the requirement. | Manage Financial Management Policy |
| Assign and Generate Unique Identification | The Assign/Generate UID process assigns a unique identifier (UID) to an asset. For Real Property the UID is assigned upon the award of a contract, order or instrument for actions such as a Real Property, Construction, Purchase, Ingrants or Transfer of an asset. The UID enables total asset visibility and accountability. | Create Initial Asset Record |
| Assign Human Resources | This process is associated with filling a position with a qualified human resource through a permanent or temporary action. Positions may include human resources to accomplish an organization's mission or positions used for training and educating human resources. This process also includes reassignment, transition from Reserve status, recall, detail or other temporary assignment or initial placement. | Personnel Visibility |
| Assign Individual Occupation Classification | This activity is associated with reviewing sources of input, to include (but not be limited to) aptitude testing scores, medical examination results, and waivers to classify an individual with an occupation classification. | HL Manage Personnel Classification |
| Assign Organization Unique Identifier | This activity is associated with assigning an Organization Unique Identifier (OUID) for authorized/funded organization. This is used to uniquely identify all Department of Defense organization categories (i.e., doctrinal, billets, crews, garrison, and augmentation) defined by Global Force Management Data Initiative. This activity also includes notifying a requesting organization that an OUID exists. | HL Manpower - Administer OUID |
| Associate Project Identification to Appropriate CIP Account | This process involves the linking of a unique project identifier to an individual CIP account. | Create CIP and or WIP Account |
| Associate Project Identification to Appropriate WIP Account | This process involves the linking of a unique project identifier to an individual WIP account. | Create CIP and or WIP Account |
| Authorize Human Resources Recovery Care Plan | This activity is associated with reviewing and authorizing the recovery care plans prior to dissemination of information to the service providers. This also includes identification of the Recovery Care Team Members, who will provide the services for Recovering Service Members (RSM). | HL Manage Human Resources Recovery Coordination Program |
| Authorize Return or Disposal | This process determines if an item can be accepted for return or disposal, and communicates the decision to the customer and the scheduling activity. The last known holder or designated return center receives a defective, excess, or repairable product return or disposal authorization request from a customer and either accepts the request by communicating the conditions of the return, including return replacement, credit, or disposal; or rejects the request providing a reason for the rejection to the customer, inventory manager, or repair facility. This process also authorizes the disposal actions of real property to include but not limited to demolition or transfer. (SCOR DR1.1) | Dispose or Return Property and Materiel |
| Authorize Work Order | This process involves the validation and evaluation for approval of the work to be performed as outlined in the work order. | Develop and Update Work Order |
| Award Agreement | This process includes establishing the terms and conditions and unit prices in the agreement and award of the agreement for commercial suppliers. After award of the agreement, post-award notifications/synopses are done. The agreement is used to identify goods or services where terms, such as pricing and/or discounts have been negotiated. An agreement does not guarantee a purchase volume, level or value to the supplier of the goods or services. An agreement also applies to memorandums of agreement/understanding, public land orders, permits, licenses, and donations and transfers involving real property. It may include comprehensive terms and conditions, performance criteria or other service level requirements that are expected and agreed to. | |
| Award Contract or Acknowledge Order or Issue Modification | This process involves awarding a mutually agreed upon contract or contract modification to a supplier or acknowledging an intragovernmental order or modification that has already been accepted by the Government supplier. When a contract is awarded, the contract is sent to the supplier and other internal departments for reference. This process initiates the obligation of funds. | Execute Contract |
| Award Procurement Instrument | Award Procurement Instrument results from an execution of an approved acquisition/sourcing plan and results in the execution contractual documentation and the legal obligation of funds. This may include creation of source selection documentation, solicitations, evaluation of proposals, and award of the procurement instrument, order or modification documents. This may also include the establishment of contracts or agreements that do not obligate funds, but may be used to satisfy future requirements. In the case of a purchase card purchase, award results when the card is presented to the merchant for the purchase. | Procure-to-Pay |
| Award Procurement Instrument or Supplemental Procurement Instrument | This process involves awarding a mutually agreed upon contract or contract modification to a supplier. When a contract is awarded, the contract is sent to the supplier and other internal departments for reference. This process initiates the obligation of funds. | Award Procurement Instrument |
| Budget-to-Report | Budget to Report encompasses all business functions necessary to plan, formulate, create, execute against and report on the budget and business activities of the entity. This includes updates to the general ledger. | Budget-to-Report |
| Calculate Adjustment to Undelivered Orders | Calculate the adjustment to the amount of goods and or services ordered, which have not been actually or constructively received and for which amounts have not been prepaid or advanced. This includes amounts specified in other contracts or agreements such as grants, program subsidies, undisbursed loans and claims, and similar events for which an advance or prepayment has not occurred. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Calculate Allotments | This process includes calculating a Member's allotment based on allotments eligibility. | Manage Compensation |
| Calculate Allowance for Loss on Accounts Receivable | An estimate made of receivables that are expected to be uncollectible. This estimate should be recorded as an allowance for loss on that receivable. | Manage Delinquent Debt |
| Calculate Allowances Earnings | This process includes calculating a Member's allowance earnings based on allowance eligibility. Process for calculating allowance earnings is reflected in the child process model. | Manage Compensation |
| Calculate Amount Available | The CRA period in terms of days anticipated for the CRA period to maintain the expenditure rate projections and amounts. | Execute Continuing Resolution |
| Calculate and Apply Penalty, Administrative Fees and Interest | Calculate penalties, administrative charges, and interest fees on overdue receivables. | Manage Delinquent Debt |
| Calculate Associated Revenue | Revenue is calculated based on sales from goods and services provided by DoD to internal and or external customers. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Calculate Basic Pay Earnings | This process includes calculating a Member's basic pay earnings based on basic pay eligibility. Process for calculating basic pay earnings is reflected in the child process model. | Manage Compensation |
| Calculate Bonus Pay Earnings | This process includes calculating a Member's bonus pay earnings based on bonus pay eligibility. | Manage Compensation |
| Calculate Debts and Garnishments | This process includes calculating a Member's debts and garnishments, to include repayment of bonuses and deductions based on debts and garnishment subjectivity. Process for calculating bonus repayment is reflected in the child process model. | Manage Compensation |
| Calculate Grants and Stipends Earnings | This process includes calculating a Member's grants and stipends earnings based on grants and stipends eligibility. | Manage Compensation |
| Calculate Incentive Pay Earnings | This process includes calculating a Member's incentive pay earnings based on incentive pay eligibility. | Manage Compensation |
| Calculate Other Deductions | This process includes calculating a Member's other deductions based on other deductions eligibility. | Manage Compensation |
| Calculate Other Earnings | This process includes calculating a Member's other earnings based on other earnings eligibility. Process for calculating other earnings is reflected in the child process model. | Manage Compensation |
| Calculate Payment Adjustments | This process calculates any payment adjustments, to include liquidation of financing payments; application of withholds; the comparison of discounts offered on the payment request to discounts outlined in the contract; the comparison of the discount to the US Treasury rate to determine if a discount is economically justifiable; and the computation of any interest due to a vendor, or other party owed by the government. | Manage Procurement Entitlement |
| Calculate Special Pay Earnings | This process includes calculating a Member's special pay earnings based on the Member's eligibility. | Manage Compensation |
| Calculate SRHCP in Critcally Short Wartime Speciality Spec Pay Amount per Month | This process includes calculating the Member's, in a specialty category of SRHCP in critically short wartime, special pay amount per month based on the business rules for this process. | Compute SRHCP in Critically Short Wartime Specialty Bonus Repayement Debt |
| Calculate SRHCP in Critically Short Wartime Speciality Spec Pay Earned Incentive | This process includes calculating the Member's, in a specialty category of SRHCP in critically short wartime, earned incentive amount based on the business rules for this process. | Compute SRHCP in Critically Short Wartime Specialty Bonus Repayement Debt |
| Calculate SRHCP in Critically Short Wartime Speciality Spec Pay Repayment Amount | This process includes calculating the Member's, in a specialty category of SRHCP in critically short wartime, special pay repayment amount based on the business rules for this process. | Compute SRHCP in Critically Short Wartime Specialty Bonus Repayement Debt |
| Calculate Taxes | This process includes calculating a Member's taxes based on taxes subjectivity which is determined by the Member's HOR or duty station (i.e. combat exclusion). | Manage Compensation |
| Calculate the Accession Bonus New Officers in Critical Skills Repayment Amount | This process includes calculating the Member's accession bonus new officers in critical skills repayment amount based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the Accrued Leave Payment Amount | This process includes calculating the accrued leave payment amount based on the business rules for this process. | Compute Accrued Leave Payment |
| Calculate the Basic Pay for the Member's Pay Grade and Rank | This process includes determining the Member's basic pay based on the pay grade and rank based on the business rules for this process. | Compute Disability Severance Pay Amount |
| Calculate the Bonus Amount per Month | This process includes calculating the bonus amount per month for a prior Service Member based on the business rules for this process. | Compute IRR ING Bonus Repayment Debt Compute Other Bonus Repayment Debt |
| Calculate the Bonus Earned Incentive | This process includes calculating the bonus earned incentive for a prior Service Member based on the business rules for this process. | Compute IRR ING Bonus Repayment Debt |
| Calculate the Critical Military Skills Retention Bonus Repayment Amount | This process includes calculating the Member's critical military skills retention bonus repayment amount based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the CSB Repayment Amount | This process includes calculating the Member's CSB repayment amount based on the business rules for this process. | Compute CSB Bonus Repayment Debt |
| Calculate the Daily Rate of Pay and Allowance | This process includes calculating the daily rate of pay and allowance based on the business rules for this process. | Compute Accrued Leave Payment |
| Calculate the Earned CSB Amount | This process includes calculating the Member's earned CSB amount based on the business rules for this process. | Compute CSB Bonus Repayment Debt |
| Calculate the Enlistment Bonus Repayment Amount | This process includes calculating the Member's enlistment bonus repayment amount based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the IRR/ING Prior Service Enlistment Bonus Repayment Amount | This process includes calculating the IRR/ING bonus repayment amount for a prior Service Member based on the business rules for this process. | Compute IRR ING Bonus Repayment Debt |
| Calculate the IRR/ING Reenlistment Bonus Repayment Amount | This process includes calculating the bonus repayment amount for a Member who reenlisted based on the business rules for this process. | Compute IRR ING Bonus Repayment Debt |
| Calculate the Member's Disability Severance Pay Amount | This process includes determining the Member's disability severance pay amount based on the business rules for this process. | Compute Disability Severance Pay Amount |
| Calculate the Member's Minimum Years of Service | This process includes determining the Member's minimum years of Service based on the business rules for this process. | Compute Disability Severance Pay Amount |
| Calculate the Member's Total Years of Service | This process includes determining the Member's total years of Service based on the business rules for this process. | Compute Disability Severance Pay Amount |
| Calculate the Number of Months not Served | This process includes calculating the number of months not served by the Member based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the Number of Months of which the Bonus has been Paid | This process includes calculating the number of months of which the bonus has been paid to the Member based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the Percentage of Served Period over Obligated Period | This process includes calculating the Member's percentage of served period over obligated period based on the business rules for this process. | Compute CSB Bonus Repayment Debt |
| Calculate the Percentage of the Total Bonus Paid | This process includes calculating the percentage of the Member's total bonus paid based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the Period of Obligated Military Service | This process includes calculating the Member's period of obligated military Service based on the business rules for this process. | Compute CSB Bonus Repayment Debt |
| Calculate the Selective Reenlistment Bonus Repayment Amount | This process includes calculating the Member's selective reenlistment bonus repayment amount based on the business rules for this process. | Compute Other Bonus Repayment Debt |
| Calculate the Served Period | This process includes calculating the Member's served period based on the business rules for this process. | Compute CSB Bonus Repayment Debt |
| Cancel Payable | Cancel amounts owed to another federal or non-federal entity for goods and services while complying with the legal process of permanently canceling DoD's liability for accounts payable. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Cancel Payment | Once a Cancel Payment Request is determined to be valid and a specific payment is determined to not yet been disbursed, printed, or mailed the payment can be cancelled. Cancelling the payment includes stopping the payment process, retaining all documentation associated with the previous payment processing, updating the disbursing log to reflect the cancellation, and communicating the cancellation to the entitlement office. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Capture Accounts Receivable Information | Capture information that includes amount, debtor, customer, type of revenue (exchange or non-exchange), trading partner, type of goods or services provided, smart code, and other information required to establish a receivable. For trade receivables this includes importer account code, date of release, etc. If interest, administrative fees, or penalties have been applied to the receivable track amounts separately and total with receivable balance. The additional information needed for Intragovernmental Payment and Collection is to include, Treasury account symbol. | Administer the Contract IGT-IPP Systems View - Part 1 Manage Receivables Manage Sales and Procurement |
| Capture Applicant Fingerprints | This process includes capturing the applicant's fingerprints (i.e., 10 print) for further external agency checking and background screening, and adding that information to the applicant profile. | Perform Service Accession |
| Capture Applicant Identifiable Information | This process includes capturing collected applicant Personally Identifiable Information (e.g., Request for Examination/USMEPCOM Form 680-3A-E). This process may also include enrolling the applicant?s biometrics at first contact to support positive identification and to prevent fraudulent enlistment into the Service. | Perform Preliminary Screening |
| Capture Award Specification | This activity is associated with reviewing an award recommendation decision and capturing the award specifications in order to execute the award authorization. | HL Administer Recognition Program |
| Capture Collection Information | DRAFT: Capture all collection information to include the daily voucher log, collection vouchers, and supporting documents identify the collection business event. The accountant captures all collection information from the daily voucher log and collection vouchers and identifies the collection business event. | IGT-IPP Systems View - Part 1 Manage Collections |
| Capture Competency Credentials | This activity is associated with initially capturing a person's certificates of qualification, licensing, and civilian-sector competencies of interest to the Department of Defense (DoD). Information captured also includes related information on active and reserve members (e.g., issuing agency, date of issuance, date of expiration) on DoD Members (active duty and reserve) and civilian employees with specific civilian-sector designated skills (e.g., emergency medical technician, police detective, and commercial airline 747 pilot). | HL Manage Competencies |
| Capture Congressional Enactment | The Comptroller captures the Congressional enactment of deferral and rescission information. The enactment provisions provide information to support determination of the degree of compliance of the Act to the Impoundment Act. | Track Congressional Actions |
| Capture Continuing Resolution Act Estimate | CRA projections are collected from the Components/Agencies and aggregated for the Department (as well as maintained separately by the Components), in anticipation of a Congressional CRA enactment. The projections are adjusted to comply with OMB CRA guidance and provisions of a CRA as well as after enactment of the Appropriation Act. | Execute Continuing Resolution |
| Capture Continuing Resolution Adjusted Amount | Additional budget, contract or borrowing authority requested and enacted is represented by the adjusted Continuing Resolution amount received indicating the authorized amounts received by the designated Agency or Department and the fund account balance established for expenditures against the authority received. | Execute Continuing Resolution |
| Capture Cost Information | Capture cost Information from the internal or external customers that includes: purpose, objective, originating organization, description of request, priority, deadline, one-time or recurring, specific exceptions or considerations, and output parameters (format, delivery instructions, frequency). | Populate Cost Performance Model |
| Capture Financial Transaction Report | The accounting office sends a request for Transaction Report from Department management to generate a financial report. This request might be a regular period-end financial report or an on-demand financial report. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Capture Operational Duty Experience Competency | This activity is associated with capturing operational duty (e.g., operational flying duty, operational submarine duty) experience in the increment of time specified in standards for operational experience competencies. Experience competencies are based on specified periods of time performing specific operational duties and are used in determining an occupation's qualification levels (e.g., intermediate vs. qualified air force pilot). This information is used to compute pay entitlements (e.g., eligibility gates for minimum periods of operational aviation or submarine duty compared against years of specified service) authorized by law. | HL Manage Competencies |
| Capture Pro Forma Entries | Capture the pro forma entries that records the debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with a specific business event as communicated through a specific transaction type and specific set of delineating data attributes. | Administer the Contract Asset Accountability Execute Contract Execute Contract Closeout IGT-IPP Systems View - Part 2 Maintain Asset Information Manage Sales and Procurement Perform Asset Accountability Perform Physical Asset Accountability Post to General Ledger |
| Capture Treasury Confirmation Data | Capture Treasury Confirmation data that includes collection or disbursement of items such as Cashlink, Fedwire, Intragovernmental Payment and Collections, Regional Finance Center Link, Foreign Payments, and Treasury Schedule of Cancelled Checks report (the report of all cancelled payment transactions, both checks and Electronic File Transfer). | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Capture Treasury Statements | Capture the Statement of Differences from the U.S. Treasury for comparison with the Department of Defense's Statement of Accountability, Statement of Transactions, and Trial Balance. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Categorize Unauthorized Absence | This activity is associated with making a decision categorizing a Member into one or more categories of unauthorized absence and disseminating unauthorized absence information to all appropriate parties (e.g., adverse actions, police assistance). Categories of unauthorized absence may include (but not be limited to) Unauthorized Absence (UA) and Deserter. This also includes coordinating the necessary categorization follow up actions with the appropriate parties that need to be taken regarding a Member who has been categorized as an unauthorized absence or desertion offender. | HL Perform Absence Administration |
| Certify Discrepancies | This process certifies acceptable and unacceptable discrepancies. | Perform Receipt, Acceptance and Return |
| Certify Funds | The Comptroller or Treasurer certifies that sufficient fund balances exist in the US Treasury for any grouping of authorized expenditure transactions to be submitted for Treasury processing. Accounting for the authorized and confirmed Treasury processed transactions are posted to the general ledger accounts at each stage of authorized expenditure request, obligation, good/services delivery, payable validation/authorization, disbursement and Treasury confirmation. | IGT-IPP Systems View - Part 1 Manage Execution Fund Account |
| Certify Monthly Managing Account Statement | This process insures the timely certification of the GPC invoice and submits to DFAS or any other paying office for payment. | Manage Procurement Entitlement |
| Certify Payroll Files | Process includes certifying payroll files prior to disbursing. | Manage Compensation |
| Certify Purchase Card Transactions | This process reviews and reconciles all purchase card transactions to the purchase log in a timely manner, maximizing rebates and avoiding late payment interest. | Manage Procurement Entitlement |
| Certify Time, Absence, and Labor Information | This activity is associated with certifying and/or re-certifying (for adjustments) of time, absence, and labor information by the certifying authority, enabling payroll labor costs to be distributed and charged to appropriate cost centers, and ensuring that leave and retirement point information are updated. | HL Account for Time, Absence, and Labor |
| Characterize Data | This process captures the attributes of the selected data that will be used in the model. This is the final step in the process of producing the data model associated with the model. | Define Cost Performance Model |
| Clarify Labor Bargaining Unit and Representation | This activity is associated with clarifying organization and employees that should be included in the appropriate defined bargaining unit. This activity also includes resolving recognition issues. | HL Manage Labor Relations |
| Classify Work | This process involves the classification of the work to be performed. | Develop and Update Work Order |
| Close-Out Debt | Close out debt based on approved request from Treasury or internal DoD function. | Manage Delinquent Debt |
| Closeout Performance Evaluation Process | This activity is associated with submitting the final performance evaluation, distributing the final performance evaluation, and adding the new evaluation to the individual's personnel/pay record. This activity may also include updating the senior rater's profile with the evaluation score given to the individual and the completion date of the performance evaluation process. | HL Administer Performance Evaluation |
| Collaborate with Customer To Determine Requirements | The cost revenue performance manager and customer determine specific requirements and how they will be met. This collaboration will yield an agreement as to the expected results, accuracy, and assumptions contained in the model. | Define Cost Performance Model |
| Collaboratively Develop or Modify Agreement with Government Supplier | This process includes discussions between the buyer and the Government supplier(s). It may include drafting, analyzing, and modifying the model agreement, conducting negotiations, etc. If applicable, it includes identifying required documentation for a supplier to subsequently procure the requirement. This process may include establishing the terms and conditions and unit prices in the agreement and issuance of the agreement to the supplier(s), e.g. Memorandum of Understanding (MoU) or Memorandum of Agreement (MoA). | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Collect and Analyze Requirement | This process involves collecting new and past requirements, assessing past contracts and orders from various sources, and analyzing these requirements, contracts, and orders to support planning for strategic sourcing. The intent of this process is to categorize and summarize requirements to enable the DoD to begin identifying demand in order to perform strategic sourcing. Analysis includes, but is not limited to, rationalizing collected requirements, developing alternatives for fulfilling requests, and negotiating alternatives with requestors. | Execute Requisition Process Requirement |
| Collect and Analyze Spend Information | This process involves analyzing aggregated spend information and generating specific spend reports to support development of sourcing plans. Spend information includes post-award data used to identify strategic sourcing opportunities, such as total obligated amount per fiscal year, socio-economic information, and supplier concentration. | Develop Procurement Strategy |
| Collect Budget Information | Collect budget information submitted by the components that contains the budget estimate for OSD's review before submission in the President's Budget. | Perform Budgeting |
| Collect Program Information | Collect the program information that contains the components program proposals. This information is incorporated in a Program Objective Memorandum (POM) that includes the analysis of missions, objectives, alternative methods to accomplish objectives, and allocation of resources. | Perform Programming |
| Collect Program Specific Information | This process step collects common and program-specific information that have been identified by the Program Manager to develop a periodic report. | Manage Periodic Reporting |
| Collect Spend Information | This process involves gathering historical DoD procurement expenditure information that will be consolidated and aggregated and used to enable strategic sourcing. The intent is to discover historical spend information and use that information to develop better sourcing strategies. Spend information includes post-award data used to identify strategic sourcing opportunities. For example, total obligated amount per fiscal year, socio-economic information, and supplier concentration. | Monitor and Improve Process |
| Compare Current Structure Against Required Structure | This activity includes analyzing both the current unit structure along with the required unit structure and determining what changes have been made to obtain the required unit structure for the mission type change. | HL Manpower - Manage Organizational Structure |
| Compare Forecast To Actual Performance | The process that compares the outcomes from prior period forecasts to actual results for that same period. This knowledge may be used to influence decisions regarding forecast assumptions, and determines whether or not assumptions used in a previous forecast need to be adjusted. After reviewing the projections for a period as compared to the actual results for the same period, the domain may discover that the assumptions were irrelevant or significantly in error. Therefore, the assumptions may require revision. | Perform Cost Analysis |
| Compare Outstanding Accounts Receivable Balance | This process determines if the vendor has an Accounts Receivable balance and, therefore, owes the Government. If the vendor owes the Government, the payment due will be offset by the amount the vendor owes. | Manage Liabilities |
| Compare Requirements To Existing Models | Compare the current requirements to the set of existing models to determine if the existing models satisfy the requirement. The existing models need to be accessible and characterized in sufficient detail to support searching and identifying models for reuse and enhancement. | Define Cost Performance Model |
| Compare Results to Performance Measurement Criteria | This process calculates the variance between actual performance results and the selected performance measurement criteria. Variances may be performed for multiple views (e.g., year-to-date expenditures vs. year-to-date target and fiscal year budget) and expressed in terms of numerical values and or percentages. Baseline data may include the results from accumulated past periods or a specific point in time. | Perform Cost Analysis |
| Compile Budget Decision | Incorporating the detailed justification materials, DoD's budget submission for Presidential Budget and the Future Years Defense Program to compile the budget decision. | Perform Budgeting |
| Compile Issue Books | Compile Issue books to capture the single page narratives that contains all the issues identified and documented in the Issue Papers during the program review. | Perform Programming |
| Compile Program Information | Compile program information consists of Operations and Maintenance TOA, Procurement TOA data, RDT&E TOA data and Military Construction TOA data which are used to update the FYDP. | Perform Programming |
| Complete Active Duty Tour Processing Checklist | This activity may include (but not be limited to) counseling and processing related to training (e.g., certifications, theater specific requirements) legal, HRM information (e.g., record of emergency data), medical, dental, or chaplain services. | HL Administer Transfer To and From Active Duty |
| Complete Administrative Closeout of Procurement Instrument | This process is a closeout of the procurement instrument by the buyer and seller after receiving evidence of its physical completion and completing administrative closeout procedures as applicable. This process describes the final closeout process of the procurement instrument (to an agreement, order, or both), as detailed and applicable to IGT by the closeout completion statement in Federal Acquisition Regulation (FAR) Part 4.804 and DD 1594. | Execute Contract Closeout IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Complete Benefit Selection | This activity is associated with enrolling (i.e., start, stop, or changes) a Member/Employee for a specific benefit upon selection and open enrollment periods, documenting the initial request or changes to their elections, contributions, coverage and beneficiaries, and obtaining appropriate parties signatures for changes to benefit coverage and/or beneficiaries where necessary. | HL Manage Benefit Programs |
| Complete In-Processing Checklist | This process includes a Member completing the items on the in-processing checklist. | HL Manage Assignment |
| Complete Out-Processing Checklist | This process includes the Member completing the activities listed on the out-processing checklist. | HL Manage Assignment |
| Complete Retirement Checklist | This process includes the Member completing required actions and forms prior to retirement. | Manage Military Personnel Retirement |
| Complete Review and Approve Final Design Solution | The process of inspecting and approving the final design solution to ensure compliance and with stated requirements, scope federal, state, locate laws, regulations and policies. | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Compute Accrued Leave Payment | This process includes calculating the Member's daily rate of pay and allowance to determine the accrued leave payment amount. | Calculate Basic Pay Earnings |
| Compute BAH with or without Dependents | This process includes determining the location of the Member (or the Member's dependents) for which the BAH is to be paid and the BAH monthly rate for a Member with or without dependents. | Calculate Allowances Earnings |
| Compute COLA with or without Dependents | This process includes determining the location of the Member (or the Member's dependents) for which COLA is payable, annual compensation amount, average spendable income, and COLA index, for a Member with or without dependents, to calculate the COLA/COLA Reduced payable amount. | Calculate Allowances Earnings |
| Compute CONUS COLA with or without Dependents | This process includes determining the location of the Member (or the Member's dependents) in CONUS where COLA is payable, the COLA index to be used in computing, and the Member's base amount, for a Member with or without dependents, to calculate the Member's CONUS COLA monthly rate. | Calculate Allowances Earnings |
| Compute CSB Bonus Repayment Debt | This process includes calculating the Member's CSB bonus repayment amount based on the business rules for this process. | Calculate Debts and Garnishments |
| Compute Daily TLA Amount | This process includes calculating the daily TLA amount for a Member based on the business rules for this process. | Compute TLA |
| Compute Disability Severance Pay Amount | This process includes calculating the Member's basic pay based on the business rules for this process. | Calculate Other Earnings |
| Compute Fractional COLA | This process includes determining the annual compensation, average annual spendable income, and COLA index, for a Member without dependents, to calculate the Member's COLA annual rate and amount of COLA fractional to pay. | Calculate Allowances Earnings |
| Compute FSH-O | This process includes determining the location of the Member (or the Member's dependents) which FSH-O is to be paid to a Member, monthly rent ceiling amount, maximum rental ceiling amount, maximum utility/recurring maintenance amount, and payable utility/recurring maintenance allowance for a Member to calculate the FSH-O monthly amount. | Calculate Allowances Earnings |
| Compute FSH-O Monthly Amount | This process includes calculating the FSH-O monthly amount for a Member based on the business rules for this process. | Compute FSH-O |
| Compute IRR/ING Bonus Repayment Debt | This process includes calculating the Member's IRR/ING bonus repayment amount based on the business rules for this process. | Calculate Debts and Garnishments |
| Compute OHA with Dependents Monthly Amount | This process includes calculating the OHA monthly amount for a Member with dependents based on the business rules for this process. | Compute OHA with or without Dependents |
| Compute OHA with or without Dependents | This process includes determining the location for which OHA is to be paid, monthly rate ceiling amount, maximum rental ceiling amount and maximum utility/recurring maintenance allowance amount, for a Member with or without dependents, to calculate the OHA monthly amount. | Calculate Allowances Earnings |
| Compute OHA without Dependents Monthly Amount | This process includes calculating the OHA monthly amount for a Member without dependents based on the business rules for this process. | Compute OHA with or without Dependents |
| Compute Other Allowances | This process includes calculating the Member's other allowances based on the business rules for this process. | Calculate Allowances Earnings |
| Compute Other Basic Pay | This process includes calculating the Member's other basic pay based on the business rules for this process. | Calculate Basic Pay Earnings |
| Compute Other Bonus Repayment Debt | This process includes calculating the Member's other bonus repayment amount based on the business rules for this process. | Calculate Debts and Garnishments |
| Compute Other Debts and Garnishments | This process includes calculating the Member's other debts and garnishments based on the business rules for this process. | Calculate Debts and Garnishments |
| Compute Other Earnings | This process includes calculating the other earnings for the Member based on the business rules for this process. | Calculate Other Earnings |
| Compute Payroll | Process includes determining gross and net pay, and compiling payroll files for certification. This process repeats until all pay types are calculated. | Manage Compensation |
| Compute SRHCP in Critically Short Wartime Specialty Bonus Repayment Debt | This process includes calculating the Member's, in specialty category of SRHCP in critically short wartime, bonus repayment amount based on the business rules for this process. | Calculate Debts and Garnishments |
| Compute the Amount of COLA Fractional to Pay to the Member | This process includes calculating the amount COLA fractional to pay a Member based on the business rules for this process. | Compute Fractional COLA |
| Compute the Member's COLA without Dependents Annual Rate | This process includes calculating the COLA annual rate for a Member without dependents based on the business rules for this process. | Compute Fractional COLA |
| Compute the Member's COLA/COLA Reduced without Dependents Payable Amount | This process includes determining the COLA payable amount for a Member without dependents based on a specified formula documented in the business rule for this process. | Compute COLA with or without Dependents |
| Compute the Member's CONUS COLA with Dependents Monthly Rate | This process includes calculating the CONUS COLA monthly rate for a Member with dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Compute the Member's CONUS COLA Without Dependents Monthly Rate | This process includes calculating the CONUS COLA monthly rate for a Member without dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Compute TLA | This process includes determining the location of the Member for which the TLA is to be paid, M&IE and lodging index ceiling, applicable percentage, maximum M&IE amount, and payable lodging amount, for a Member, to calculate daily TLA amount and total TLA amount. | Calculate Allowances Earnings |
| Compute Total TLA Amount | This process includes calculating the total TLA amount for a Member based on the business rules for this process. | Compute TLA |
| Conduct Accession Interview | This process includes conducting a pre-enlistment interview or a pre-accession interview to prevent fraudulent entry into the Armed Forces Component and improper recruiting activities. The pre-enlistment interview is given to an applicant before enlistment in the Delayed Entry Program (DEP) and all applicants accessing into the Reserves and National Guard. The pre-accession interview is conducted before enlistment into a Regular Component from the Delayed Entry Program (DEP), which includes updating and verifying personal and medical information not previously collected during the DEP. The pre-accession interview does not apply to Reserve or National Guard enlistees returning to the Military Entrance Processing Station (MEPS) for shipping. The accession interview process also includes ensuring applicants are briefed on the consequences of providing fraudulent or intentionally misleading information (e.g., medical information which does not appear on the applicant's DD2807-1 and has not been revealed to the MEPS physician), enlistment options or programs, applicant's total obligation of 8 years and the Uniform Code of Military Justice (UCMJ) (e.g., UCMJ Articles 83, 85, 86), and allowing them a final opportunity to disclose any additional information (e.g., illegal drug use, criminal or civil legal incidents, or personal issues) that may disqualify them from military service, and verifying the accuracy of the information contained in the enlistment supporting the pre-enlistment documentation. | Perform Service Accession |
| Conduct Active Duty Tour Processing | This activity is associated with validating active duty tour information (e.g., Member name, rank, activation start date, reason for activation). This activity may include (but not be limited to) determining if Member meets active duty tour requirements and notifying the appropriate parties of any invalid or incomplete information. | HL Administer Transfer To and From Active Duty |
| Conduct Adjudication of Personnel Security Clearances | This activity is associated with conducting the adjudication needed to review, issue, deny, recertify, revoke, or reinstate a personnel security clearance (e.g., National Agency Check (NAC), National Agency Check with Inquiries (NACI), Top Secret (TS)). | HL Manage Personnel Security |
| Conduct Architectural Design | The Conduct Architectural Design process executes/performs the initial design schematics of the planned Real Property item. The contract may require the development of single or multiple designs. The designs in general are skeletal, abstract, or conjectural. They are usually an artist impression based on specified requirements, rules, laws, policies and regulations without detailed engineering or mechanical specifications. The designs convey the image of final Real Property Asset. Usually a graphic illustration or plastic model is the output of this task. | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Conduct Assessment for Transition Assistance | This activity is associated with assessing the transition assistance needs of Members, their families, newly separated members and civilian personnel. This includes (but is not limited to) reviewing the transition assistance request, identifying needs of the requester, determining the transition assistance services that are available (e.g., Employment Assistance, Relocation Assistance, Education and Training Programs) and providing transition assistance service options to the requester. | HL Manage Transition Assistance |
| Conduct Benefit Counseling | This activity is associated with reviewing the Member's/Employee's information, identifying the benefits available, and providing information on the different benefit options, eligibility criteria, requirements (e.g., service obligation and grade point average), application process, restrictions, and consequences. | HL Manage Benefit Programs |
| Conduct Board for Correction of Military Record | This activity is associated with reviewing a correction of military record request, returning a request without action, notifying a Member/Requester of the time and place of a hearing, conducting a hearing, requesting additional information, making a recommendation on a request, and forwarding a recommendation for approval or disapproval. | HL Manage Human Resources Information |
| Conduct Casualty Assistance Needs Assessment | This activity is associated with counseling and assessing the casualty assistance needs of Department of Defense (DoD) personnel and their families. These counseling actions may, in some cases, occur over an extended period of time depending on the type of casualty (i.e., casualty cases categorized as ill/injured or missing may require longer and more frequent periods of counseling compared to those of death casualty cases). | HL Manage Personnel Casualty |
| Conduct Competency Testing | This activity is associated with administering entry level (e.g., Armed Services Vocational Aptitude Battery, Armed Forces Officer Qualifying Test) and in-service testing (e.g., promotion testing, Defense Language Aptitude Battery). | HL Manage Competencies |
| Conduct Deliberation Meeting with OMB | Conduct deliberation meeting with OMB regarding the passback that includes recommended changes to DoD's proposed budget for inclusion in the Presidents Budget. This process also includes assessing the department's capability in meeting the objectives with the recommended changes to the budget from the OMB. | Perform Budgeting |
| Conduct Education Course | This activity is associated with conducting education courses (e.g., resident and distributed learning) such as higher education opportunities. This activity may include (but not be limited to) teaching students course material, creating student performance information for the course and the student's evaluation of the course and instructors. When a person completes all requirements of scheduled courses, the related development information (e.g., course identification, date of completion, and scores or ranking) and any retention actions resulting from enrolling into an education course will be recorded. | HL Manage Education |
| Conduct Family Support Needs Assessment | This activity is associated with assessing the needs of Department of Defense (DoD) personnel and their families. This includes processing requests for service and collecting information to create a family support needs assessment, requesting coordination assistance with DoD and non-DoD agencies which will provide recommended family support services and updating the personnel/pay record to document counseling sessions. | HL Manage Quality of Life |
| Conduct Individual Training Course | This activity is associated with conducting the training course (e.g., resident and distributed). This activity also includes teaching students training course material, recording all students course attendance to determine if they receive credit or not for the individual training course and issuing certificates and/or awarding competencies for successful completion of the individual training course. When a person completes all requirements of scheduled courses, the related development information (e.g., course identification, date of completion, and scores or ranking) will be recorded. | HL Manage Individual Training Course |
| Conduct Inspection Walkthrough Examination and Verification of System Operation | This process conducts the inspection walk through examination and verifies systems operation. It may also include testing facility systems compliance to standards law and functional status. | Perform Receipt, Acceptance and Return |
| Conduct Labor Negotiation | This activity is associated with meeting to bargain in good faith to reach an agreement. | HL Manage Labor Relations |
| Conduct Market Research | This process involves conducting market research using collected requirements as input. Market research may include identifying potential suppliers, prices, supply volumes, quality of products and services and analyzing alternatives for sourcing by communicating with suppliers. The resulting market information directly supports the development of the buyer's sourcing plan. | Develop Procurement Strategy Develop Sourcing Strategy |
| Conduct Medical Briefing | This process includes reviewing the medical information, completing the medical history information or missing information, facilitating the signing of the HIV and Drug Testing, and Privacy Act forms, conducting the alcohol test, documenting the alcohol test results, and capturing the applicant's next of kin information. | Perform Medical Qualification |
| Conduct Medical Disclosure Resolution | This process includes conducting medical disclosure resolution. This may include (but not be limited to) reviewing the medical disclosure information and performing the medical disclosure resolution process. | Perform Service Accession |
| Conduct Medical Interview | This process includes reviewing medical history and medical examination reports, and any additional medical records, completing and signing the medical history report, updating the medical examination report, and requesting additional medical information when necessary. | Perform Medical Qualification |
| Conduct Medical Tests | This process includes conducting orthopedic/neurologic briefing and examination to identify any orthopedic or neurological abnormalities; interviewing applicant to determine if he/she has cardiovascular illness, injury, or surgery; updating the medical examination report; and ensuring all requirements are completed (e.g., body fat worksheet, audio strip print out, auto refractor print out, signed control logs, properly labeled specimen). | Perform Medical Qualification |
| Conduct OSD and OMB Budget Review | Conduct OSD/OMB budget review to have an open forum for deliberation on key budget issues within DoD and across all organizations, review of budget submission that conforms with legal and regulatory guidance on budgetary resources, and review of budget submission that is well justified and balances mission requirements with available resources. | Perform Budgeting |
| Conduct Oversight Analysis | This process step conducts analysis on information collected in the execution phase to determine current status, ascertain if the requirements are achievable and/or require modification. This process includes periodic and ad-hoc reporting, and acquisition assessments. | Manage Periodic Reporting |
| Conduct Personnel Security Clearance Determination Counseling | This activity is associated with counseling a person on the determination that was reached regarding a personnel security clearance. If the outcome was favorable, this includes (but is not limited to) informing the person of the determination and collecting the necessary signatures to finalize the clearance. If the outcome was unfavorable, this includes (but is not limited to) counseling the person about the reasons for the determination, the effects of the determination (e.g., reassignment, termination, clearance revocation), and the unfavorable personnel security clearance determination appeals process. | HL Manage Personnel Security |
| Conduct Personnel Security Investigation | This activity is associated with conducting pre-investigations and Personnel Security Investigations (PSI) as needed in order to determine an applicant's qualifications for the requested personnel security clearance. This may also include sustaining a clearance holder's clearance if there is no cause for further adjudication. | HL Manage Personnel Security |
| Conduct Physical Evaluation Board (PEB) | This activity is associated with reviewing and consolidating any physical evaluation information received, as well as determining whether a Member is reasonably able to perform the duties of his or her office, grade, rank, or rating. This activity includes reviewing the Member's medical evaluation records from the Medical Evaluation Board (MEB). | HL Manage Physical Evaluation Process |
| Conduct Physical Inventory | The Conduct Physical Inventory process verifies the existence, location, and quantity of property items to ensure accountability and enable accurate valuation. | Perform Physical Asset Accountability |
| Conduct Physical Screening Examination | This process includes conducting the physical examination and inspect of the applicant; documenting need for additional information or consultation; completing the clinical record consultation sheet, ear cleaning authorization form, and the 12-lead EKG and/or rhythm strip; obtaining the chaperon's signature, if applicable; and updating the medical examination report. | Perform Medical Qualification |
| Conduct Preseparation Counseling | This process includes conducting required counseling of the Member using the Preseparation Counseling Checklist (DD Form 2648). | Manage Military Personnel Retirement |
| Conduct Pre-Validation of COL Reports | This process includes identifying payments to be disbursed in a particular payment cycle based on their due date, providing pay information for review and certification by an authorized certifying officer, and holding or canceling individual payments in the payment cycle. This process also includes pre-validation of payment information by ensuring the amount of the payment and the name of the payee are correct, all applicable deductions are made and credited to the proper account in the correct amount, the appropriation or fund is available at the time, for the purpose intended, and in the amount of the proposed payment, duplicate payments are prevented, the payment is permitted by law and complies with the terms of the applicable agreement, the required administrative authorizations and approvals for payment are obtained, and the payment is supported by basic payment documents or other acceptable forms of support. | Manage Compensation |
| Conduct Program Management | This process exercises centralized authority and responsibility for planning, organizing, staffing, controlling and leading the combined efforts of participating/assigned civilian and military personnel organizations for the management of specific defense acquisition or programs throughout the system life cycle. | Asset Accountability CIP Process Dispose or Return Property and Materiel Manage Facility Energy Conservation Manage Facility Energy Consumption Manage Renewable Energy Production and Purchase |
| Conduct Promotion Selection | This activity is associated with processing a recommendation for a person's promotion. This activity includes completing promotion requirements, which may include a promotion board or special selection board, producing a promotion list, counseling Member on promotion decisions, and determining if Officer meets the criteria for appeal. | HL Manage Personnel Promotion |
| Conduct Readiness Assessments | This activity is associated with conducting scenario-based readiness assessments on a quarterly basis. This activity also includes using analytical tools and models, as appropriate, to aid in scenario assessment. | HL Perform Personnel Readiness Assessment |
| Conduct Research | This process attempts to confirm the preliminary assumptions established in previous steps. It may also identify additional variables or factors that will impact the information being forecasted. The overall goal is to bolster the assumptions to be used in the process with objective, quantifiable, and verifiable information. | Perform Cost Analysis |
| Conduct Research to Identify Prospects | This activity is associated with conducting the research to identify prospects for recruitment through advertising, telemarketing (e.g., phone calls, postal mailings, and email), site visits (e.g., high schools, colleges, shopping centers, areas of entertainment, and job fairs), reviewing high school Armed Services Vocational Aptitude Battery (ASVAB) scores, and screening prospects that walk-in to the recruitment office. | HL Manage Recruiting |
| Conduct Retirement Counseling | This process includes counseling the Member on the impact of the retirement decision on the Member's military career. Counseling includes advising the Member of retirement or separation options. | Manage Military Personnel Retirement |
| Conduct Solicitation and Source Selection for Government Source | This process includes generating a solicitation for a Government source and conducting the source selection. The intent of the solicitation is to give potential Government suppliers a notice regarding a possible solicitation in order to generate interest and enable the buyer to receive the best value. This source selection process then includes evaluating offers, conducting limited exchanges with suppliers, establishing competitive ranges, conducting discussion/negotiation with suppliers, reviewing and evaluating final offers, and making the source selection. The Seller participates in this process collaboratively with the buyer. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Conduct Source Check | This process reviews requisition/requirement or other documentation to determine if a source has already been identified. | Award Procurement Instrument |
| Conduct Source Selection | This process may include, but is not limited to, reviewing past performance, evaluating offers, conducting limited exchanges with offerors or suppliers, establishing competitive ranges, conducting discussion/negotiation with offerors or suppliers, requesting final revisions for proposals, reviewing and evaluating final offers, and de briefing pre award. | Award Procurement Instrument |
| Conduct Strategic Portfolio Reviews | Conduct Strategic Portfolio Reviews (SPRs) as directed by the Deputy Secretary of Defense. SPRs are studies conducted to advance understanding of complex issues and inform program options in the Defense Management Advisory Group (DMAG) and Program Review. | |
| Conduct Succession Planning | This activity is associated with identifying key positions and occupations, determining future competency requirements, building target competency profiles, matching employees to target competency profiles, and creating agency succession development strategy. | HL Manage Personnel Planning |
| Conduct Unfavorable Personnel Security Clearance Determination Appeals Process | This activity is associated with processing an appeal to an unfavorable personnel security clearance determination. This may include (but is not limited to) reviewing the circumstances of the determination, considering the reasons for the unfavorable determination and reissuing a determination on the personnel security clearance. | HL Manage Personnel Security |
| Conduct Workforce Analysis | This activity is associated with reviewing and validating the request for analysis of specified information (e.g., strength, authorization, strength planning and grade distribution), gathering the information needed to conduct the analysis, and analyzing the information gathered to produce the required information. | HL Perform Workforce Analysis |
| Confirm Billing | If a billing is required against an outstanding receivable the billing amounts and associated dates must be confirmed prior to requesting the generation of a bill. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Confirm Collection | This process confirms that a collection has been received to reduce or liquidate the penalties, administrative fees, interest, and principal balance for an outstanding delinquent debt. | Manage Delinquent Debt |
| Confirm Interfund Billing | Automated confirmation from the interfund customer is received. This acknowledgement confirms the receipt of an interfund billing. | |
| Confirm Intragovernmental Order Physically Complete | This process has the buyer and seller ensuring that all goods and services specified in the intragovernmental order and agreement have been received and accepted. | IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Confirm Procurement Instrument Physically Complete | This process ensures that all goods and services specified in the procurement instrument or supplemental procurement instrument have been received and accepted. | Execute Contract Closeout Perform Instrument Closeout |
| Confirm Proof of Training | This process confirms the proof of satisfactory completion of training. | Perform Receipt, Acceptance and Return |
| Confirm Receipt of Acquisition Information | This process confirms receipt of acquisition information. | Perform Receipt, Acceptance and Return |
| Confirm Receipt of Graphic Information | This process confirms receipt of real property graphic information. | Perform Receipt, Acceptance and Return |
| Confirm Receipt of Operation and Maintenance Information | This process confirms receipt of operation and maintenance information. | Perform Receipt, Acceptance and Return |
| Confirm Receipt of Regulatory Compliance Information | This process confirms receipt of applicable regulatory compliance information (Federal State and Local as required). | Perform Receipt, Acceptance and Return |
| Confirm Receipt of Uniform Relocations Act Information | This process confirms receipt of information regarding compliance with Public Law 91-646 as required. | Perform Receipt, Acceptance and Return |
| Confirm Reimbursable Bill | After preparation of the reimbursable bill, the bill is confirmed with the U.S. Treasury. | |
| Consolidate and Interpret Results | This process consolidates results from multiple analyses that may have been executed to satisfy complex requirements and analyzes those results. By gaining a thorough understanding of the results and relationships from the analysis, it ensures that the intended objectives have been met. Supporting information may be added to substantiate the findings and judgment should be used to identify and draw out meaningful information. It includes highlighting, amplifying, illustrating, and displaying information (findings, conclusions, and recommendations) so it can be best consumed and understood by its intended audience. | Perform Cost Analysis |
| Consolidate Appeal Materials | After receiving Appeals Materials from the components the information is consolidated into one item which sets for the Department's position on the most significant programs/items impacted by congressional actions. | Support Congressional Budget Review |
| Consolidate Budget Change Proposals | During an Off-Year Budget Change Proposals are collect by OSD from the components and consolidated. | Perform Budgeting |
| Consolidate Budget Estimate Submissions | Consolidate budget estimate submissions during the On Year budget planning and submission. | Perform Budgeting |
| Consolidate Discrepancies | This process consolidates all discrepancies identified in prior subprocesses. | Perform Receipt, Acceptance and Return |
| Consolidate Human Resources Profiles | This activity is associated with consolidating Human Resources Profiles from all Human Resources Management business areas to capture all instances where Human Resources Profiles need to be brought up to date to reflect the current state of the profile. This activity also includes determining which business processes and workflows are affected by the update of Human Resources Profiles and updating the personnel and pay information based on the consolidated information (e.g., retirement points, time in service adjustments). | HL Manage Human Resources Information |
| Consolidate Orders into Conveyance Based Loads | This process analyzes orders to determine the groupings that result in least cost/best service fulfillment and transportation. Transportation modes are also selected and loads are optimized for planned movement. By processing the release order information, this process produces information about the load used to match resources to execute the planned movement of materiel and/or personnel. (SCOR D1.4, D1.5) | Deliver Property and Forces IGT-IPP Systems View - Part 1 |
| Consolidate Program Change Proposal | Consolidate Program Change Proposal that the services and defense agencies submit during the odd-numbered Off Budget years. | Perform Programming |
| Consolidate Program Objective Memorandum | Consolidate Program Objective Memorandum submitted by the services and defense agencies. In addition to the current budget year, the Program Objectives Memorandum is a seven-year plan that is organized within program categories, such as conventional forces or special operations; and by type of resource, such as funding or manpower. | Perform Programming |
| Control Program Execution | This process step includes activities to initiate, control and adjust execution of the program, as well as, program documentation, pre-deployment and fielding of the system, required support, test and evaluation, and develop production baseline revisions. | Execute Contract Execute Program Sub-process Monitor and Improve Process Process Requirement |
| Convert United States Dollar Equivalent to Foreign Equivalent | Financial events involving a monetary unit different from the currency in the primary economic environment (functional currency) of a (1) federal department or (2) component operating unit of a federal department. Gains or losses resulting from the settlement of foreign currency receivables or payables shall be included in the results of operation for the period when settlement occurs. (Source: GAO 02-248G). | Manage Disbursements |
| Coordinate Accession Meal Entitlement | This process includes coordinating accession shipping actions to provide meal entitlements. | Perform Accession Shipping |
| Coordinate Applicant Package | This activity is associated with coordinating the applicant package. This includes (but is not limited to) determining processing date, sending the accession notification to appropriate parties (e.g., MEPS Personnel, Recruiting Service Liaison/Guidance Counselor, Test Administrator, MEPS Medical Staff), and arranging transportation to send the applicant to a Military Entrance Processing Station (MEPS) for evaluation (e.g., Armed Services Vocational Aptitude Battery (ASVAB), Medical). | HL Manage Recruiting |
| Coordinate Casualty Action | This activity is associated with determining if casualty remains have been recovered, coordinating efforts for search and recovery teams, providing disposition of remains and shipping of personal effects, coordinating personnel travel for wounded, ill, or injured Members out of a combat zone, and identifying casualty information which may be released to the media and next of kin (NOK). | HL Manage Personnel Casualty |
| Coordinate Draft Period End or On Demand Financial Statement to Audit Function | Coordinate draft financial statements to the audit community for review and analysis on the statement's accuracy, financial risk, or cost reasonableness. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Coordinate Family Support Services | This activity is associated with coordinating Family Support services and/or programs for Department of Defense (DoD) personnel and their families. This activity also includes reviewing the coordination assistance response to finalize service coordination and enrolling or disenrolling members/families from Family Support programs. | HL Manage Quality of Life |
| Coordinate Human Resources Recovery Care Plan | This activity is associated with coordinating the service providers (e.g., family support, Veterans Affairs (VA), and Transition Programs) to provide assistance to a Recovering Service Member (RSM) and to ensure the implementation, and oversight of the recovery care plans including updating an existing recovery care plan to reflect changes to a Needs Assessment. | HL Manage Human Resources Recovery Coordination Program |
| Coordinate Manpower Change | This activity is associated with coordinating adjustments needed with other Service Components and working with organizations to carry out the change request. | HL Manpower - Process Manpower Change |
| Coordinate Personnel Distribution Plan Implementation | This activity is associated with evaluating the proposed personnel requirement requests against the personnel distribution plan for implementation of Department of Defense (DoD) service mission priorities and coordinating personnel requirements with the appropriate parties. This also includes production of personnel requirement requests. | HL Manage Personnel Distribution |
| Coordinate Programmatic Issues | Coordinate issues identified during the POM review to explore alternatives and resolve issues. This coordination includes communication between OSD and other stakeholders (e.g. Components). | Perform Programming |
| Coordinate Remedial Action Plan with Customer | This process coordinates the Remedial Action Plan developed in the previous process step with the customer to determine whether the remedial plan addresses the customer's original requirements. This process step also determines whether or not the denied customer request(s) needs to be readdressed based upon the Remedial Action Plan implemented by the cost revenue performance manager. | Define Cost Performance Model Perform Cost Analysis |
| Coordinate Reprogramming Requirements with OMB | Reprogramming requests submitted to OMB for review; Changes prescribed by OMB are negotiated; Changes are used to update the base submittal. | Perform Reprogramming and Transfers |
| Coordinate Risk Management Plan | This activity is associated with ensuring the risks and strategies are addressed in the program/budget plans, and reporting risks and findings to the appropriate parties (e.g., Senior Readiness Oversight Council (SROC)). This activity is also associated with providing reports on current and projected readiness issues and providing recommendations on readiness policy matters. | HL Perform Personnel Readiness Assessment |
| Coordinate Transfer Requirements with OMB | Receives response from OMB and adjusts documentation as necessary, then shares with Component. | Perform Reprogramming and Transfers |
| Coordinate Transition Assistance | This activity is associated with conducting DoD Preseparation Counseling, Department of Labor Employment Workshops, VA Benefits Briefing, and Disabled Transition Assistance Program Briefings. | HL Manage Transition Assistance |
| Coordinate with Components | The OSD(C) coordinates with stakeholders to ensure that reprogramming baseline information contained within reprogramming baseline report(s) are current, complete and correct. | Manage Baseline for Reprogramming |
| Coordinate with Supplier | This process encompasses any coordination required with the supplier after the award of the agreement but before commitment is verified. Supplier coordination data received may include the supplier's BPN (business partner network) identifier (if not previously provided), available and projected inventory levels, pricing information (includes surcharge), delivery availability, timing, projected capacity, and statutory authority, if any. | Execute Sourcing Strategy |
| Counsel Member on Separation | This activity is associated with reviewing a separation decision, determining if a Member requires counseling, and explaining to the Member a separation decision if the Member was involuntarily separated. | HL Manage Military Personnel Separation |
| Counsel Personnel on Performance Evaluation Report | This activity is associated with providing performance evaluation information to personnel as well as providing guidance for refuting adverse performance evaluations and appeal options. | HL Administer Performance Evaluation |
| Counsel Personnel on Performance Plan | This activity is associated with counseling a Member on their performance evaluation plan against which they will be evaluated. This may include (but may not limited to) duty descriptions, expectations, rater and Member input, and what the Member needs to do to achieve stated goals. | HL Administer Performance Evaluation |
| Count Assets | The Count Assets process includes physically counting/verifying assets to ensure accountability (existence, quantity and condition) and enable accurate valuation of existing assets. | Conduct Physical Inventory |
| Create Anomaly Explanation | Provide a detailed explanation along with supporting documentation of anomalies discovered from financial information received from reconciling disbursements, deposits, receipts, and undisbursed expenditures. | IGT-IPP Systems View - Part 1 IGT-IPP Systems View - Part 2 Manage Execution with Treasury Perform Financial Reporting |
| Create Check Print File | Check Information may be consolidated according to payee and scheduled payment date so that a consolidated check is provided to the payee. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Create CIP and or WIP Account | This process involves the creation of an account for the purpose of accumulating costs, depending on the type of asset. | CIP Process Perform Asset Valuation |
| Create COL Reports | This process includes providing voucher data (e.g., net pay, allotments, debts, employer retired pay accrual, employer Thrift Savings Plan contributions and employer retired pay health fund accrual) for verification and certification of the payroll process. | Manage Compensation |
| Create Draft Period End or On Demand Financial Statement | Draft period end or on demand financial statements are created after closing entries have been processed, initial identified anomalies resolved, the trial balance approved, and financial statement eliminations have been performed. Draft period-end financial statements will include Statement of Net Cost, Statement of Changes in Net Position, Statement of Budgetary Resources, Statement of Financing, and Statement of Custodial Activity. Draft on demand financial statements may include all of the previously listed financial statement or a subset identified by management. The draft period end or on-demand financial statements are then analyzed and provided to management and auditors for review. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Create Draft Request for Proposal | This process includes the creation of the Draft Request for Proposal which may be made available to potential commercial suppliers for comment. Methods by which the Draft Request for Proposal may be made available include posting the draft document, one on one discussion with the supplier, or large multi-supplier review/pre solicitation conferences (e.g. Industry Day). | Award Procurement Instrument |
| Create Electronic Fund Transfer File | Electronic Fund Transfer Information may be consolidated according to payee and scheduled payment date so that a consolidated Electronic File Transfer transaction is provided to the payee. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Create Financial Statement Level Adjustment | Create financial statement level adjustments only for those items that cannot be resolved within source systems owned by functional areas and or components. Full supporting documentation is required for the financial statement level adjustment. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Create Human Resources Profiles | This activity is associated with creating Human Resources Profiles (e.g., recruiting, assignment, personnel/pay, benefit and medical) once all information has been collected and certified. A Human Resources Profile is a working file that contains temporary and permanent information. This activity also includes documenting the disposition of Human Resources Profiles. | HL Manage Human Resources Information |
| Create Human Resources Record | This activity is associated with creating the Human Resources Record, which is the information from the Human Resources Profile that has been determined to become part of a permanent record (e.g., recruiting, assignment, personnel/pay, benefit and medical). This activity also includes documenting the disposition of the Human Resources Record. | HL Manage Human Resources Information |
| Create Individual Training Course Curriculum | This activity is associated with creating an individual training course curriculum and related materials to meet mission goals or new job skills by setting individual training course objectives and any required prerequisites. This activity includes outlining course objectives and creating course content to align to the objectives of the course. | HL Manage Individual Training Course |
| Create Initial Asset Record | The Create Initial Asset Record Process establishes an entry based on the execution of a contract or order, or real estate instrument, or the performance of a physical inventory which results in identification of an asset which is not recorded in the inventory system. | CIP Process Maintain Asset Information |
| Create Logistics Order | Process that creates An order for materiel initiated by an established, authorized organization (i.e., a DoD or non-DoD organization that has been assigned a DoD Activity Address Code) that is transmitted to a supply source within the Department of Defense or external to the Department of Defense (the General Services Administration (GSA), the Federal Aviation Administration (FAA), or other organizations assigned management responsibility for categories of materiel). | Execute Requisition |
| Create Management Representations | Receive required management representations (from DoD management responsible for the statements) regarding financial statement content. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Create Notification for Source of Incomplete Financial Information | If the general ledger information is not complete and certified, reject the financial information back to the DoD functional area for verification. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Create Occupation Classification | This activity is associated with establishing a new occupation classification in response to the development of new career field(s). | HL Manage Personnel Classification |
| Create Program and Funding Document | A DoD Program and Funding Document (PDF), e.g., DD2276A/DoD1556, is prepared, authorized and distributed to designated recipients of budget authority for the apportionment period. The Document represents the authoritative event for allocating budget authority from the approved apportionment. | Execute Apportionment and Allocate Funds |
| Create Purchase Requisition | Create Purchase Requisition relates to the initiation and management of requests for the purchase of goods and/or services. This includes, but is not limited to the following activities: generating the purchase requisition; receiving the appropriate approvals from management indicating validity of the purchase requisition; validating that funds are available; reserving the funds necessary for the purchase requisition via financial commitment transaction; and routing the purchase requisition to the buyer with the information necessary to produce a compliant procurement request. | Procure-to-Pay |
| Create Separation Checklist | This activity is associated with creating the required out-processing checklist and necessary forms (e.g., medical and dental records, travel voucher) and issuing it to the Member for completion. | HL Manage Military Personnel Separation |
| Create Unit Structure | This activity is associated with creating the structure for a new unit based on the information contained in the organization change request. | HL Manpower - Manage Organizational Structure |
| Create Wire Transfer File | Wire Transfer Information may be consolidated according to payee and scheduled payment date so that a consolidated Wire Transfer transaction is provided to the payee. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Create Work Schedule | At the beginning of each budget formulation cycle a budget work schedule is created to show the dates to be used for planning the various phases of the formulation process by the components. | Perform Budgeting |
| Create Write-Off Package | If agency official determines that a debt will be uncollectible then active collections on the account ceases and the amount is offset against the estimated uncollectible receivable balance. | Manage Delinquent Debt |
| Define and Record Discrepancies | This process records and defines the discrepancies in terms of the contract(s) and recommends corrective actions as required. | Perform Receipt, Acceptance and Return |
| Define and Validate Asset Data Relationships | The Define/Validate Asset Data Relationships process defines and validates the relationships of asset data elements that do not already exist in the inventory system. | Create Initial Asset Record |
| Define and Validate Asset Data Structure | The Define/Validate Asset Data Structure process defines and validates the data structure for asset data elements that do not exist in the inventory system. | Create Initial Asset Record |
| Define Asset Data Elements | The "Define Asset Data Elements" process creates and defines asset data elements which do not already exist in the inventory system. | Create Initial Asset Record |
| Define Cost Performance Model | The Define Cost Performance Model process obtains the laws, regulations, standards, etc. from External Oversight, Internal Oversight and Other Domains, as well as the high level framework established in the strategic plan and budget from Other Domains. In addition, this process acquires acceptable standards and methods from Industry Partners and External Oversight. Using these inputs, this process defines model structure and data requirements, relationships of responsibility segments and cost objects, the criteria for detecting business anomalies, and the methodology by which inputs will be traced to the model elements. It also establishes a framework at the specific program level, in which all costs can be accumulated or allocated to specific activities and/or customers In order to calculate the costs of providing a specific service or product within an agency/organization. Ultimately, it will produce an unpopulated model. The start event for this process is Information Requested. The end event is Model Completed. | Execute Contract Manage Cost |
| Define Criteria for Detecting Anomalies | This process step defines the criteria by which anomalies will be detected. An anomaly is defined by a deviation or departure from the normal or common order, form, or rule. This may apply to multivariate analysis of data elements. The anomalies discussed herein relate to model level variances (e.g., change in total labor cost for a responsibility segment from period to period). | Define Cost Performance Model |
| Define High Level Cost Objects | This process incorporates the high level cost object structure, as defined by budget and accounting, into the model framework. This also includes defining the relationships of the high level cost objects to the responsibility segments. Cost Object. This is an activity or item whose cost is to be measured. In a broad sense, a cost object can be an organizational division, geographical area (e.g., district, region, etc.), cost center, program, activity, task, product, service, customer, or asset. Cost objects may be decomposed into lower level cost objects to the extent required. As an example, the purpose of cost accounting by a responsibility segment is to measure the costs of its outputs. These outputs may be the services or products that the segment produces and delivers, the missions or tasks that the segment performs, or the customers or markets that the responsibility segment serves. There may be intermediate cost objects that are used in the course of the cost assignment process. | Define Cost Performance Model |
| Define Program | This process step examines concepts, technology, risk and cost in order to refine requirements and defines the program in concert with the warfighter. | |
| Define Responsibility Segment | This process incorporates the responsibility segment structure, as defined by the department's strategic plan, into the model framework. Responsibility Segments: A responsibility segment is a component of a reporting entity that is responsible for carrying out a mission, conducting a major line of activity or producing one or a group of related products or services. In addition, responsibility segments usually possess the following characteristics: 1. Their managers report to the entity's top management directly; and 2. Their resources and results of operations can be clearly distinguished from those of other segments of the entity. These two characteristics differentiate responsibility segments from cost objects. A cost object can be at any level of an organization and may not report to the top management directly. A responsibility segment can contain cost objects within itself. | Define Cost Performance Model |
| Define Work | This process involves the definition of the scope of the work to be performed. | Develop and Update Work Order |
| Deliver Casualty Assistance Services | This activity is associated with coordinating the delivery of casualty assistance services (e.g., invitational travel orders, items pertaining to interment, medical counseling and treatment) and evaluating whether the goals of the casualty assistance program are being achieved. | HL Manage Personnel Casualty |
| Deliver Morale, Welfare, and Recreation Program | This activity is associated with delivering Morale, Welfare and Recreation (MWR) programs. This includes administering personnel accounts for MWR managing program enrollment, verifying that individuals are eligible for a program and making decisions about special enrollment circumstances, managing disenrollment and closeout of program accounts, and consolidating and reporting information about MWR program enrollment. | HL Manage Quality of Life |
| Deliver Property and Forces | This process satisfies the needs of internal and external customers, as evidenced by orders (i.e., requisitions, purchase orders or contracts), by issuing or transporting forces, inventory and related materials or capital equipment. Property and forces come under control of the Deliver activity when they are received at staging. The Deliver process is triggered when an inquiry, order or orders are received from a customer. It includes the care and custody of the forces, goods, picking orders, arranging transportation and issuing, transporting or shipping the forces or goods. The Deliver process is complete when the goods or forces have been received by the consignee, acknowledged and invoiced, and the in transit record has been cleared. As referenced by the SCOR model DELIVER. | Accept Goods and Services Administer the Contract Asset Accountability Execute Contract Finalize Acceptance Manage Sales and Procurement Monitor and Improve Process |
| Deliver Social Action Programs | This activity is associated with supporting social action programs to include sexual harassment counseling and drug/alcohol education/treatment, planning and monitoring equal opportunity programs, conducting research on social programs, problems, solutions, and preventions, providing non-partisan information and assistance to facilitate voting participation and organizing community activities for social action program awareness. This activity is also associated with coordinating with the appropriate parties to develop mandatory education and training courses and provide cultural awareness events, and removing barriers and practices that negatively impact DoD members and employees. | HL Manage Quality of Life |
| Designate Unit | This activity is associated with designating the unit's structure or attributes based on the requirements contained in the organization change request. | HL Manpower - Manage Organizational Structure |
| Detail the Remaining Model Framework | This process defines the structure of the model framework down to the lowest level based on collaboration with other parts of the organization (e.g., accounting, budget, programs, etc). It also traces inputs or creates the network of assignment paths to final cost objects. | Define Cost Performance Model |
| Determine Accession Processing Availability | This process includes reviewing the accession processing schedule request and identifying available processing resources for the type of processing requested; the locations, dates and times; creating the accession processing schedule; and coordinating any lodging, meals, and transportation needs. | Manage Applicant Processing Scheduling |
| Determine Accession Test Type | This process includes determining the accession test type an applicant requires. This may include (but not be limited to) reviewing the processing schedule to identify what tests (e.g., Armed Services Vocational Aptitude Battery (ASVAB), special purpose test) have been requested to be administered to an applicant and reviewing any special circumstances regarding testing. | Perform Aptitude Qualification |
| Determine Alternate Means for Obtaining Product Hazard Data Information | This process involves the evaluation of alternate courses of action when the product information response does not contain the requested product hazard data (PHD). Possible alternate courses to be evaluated may include legal action or purchase of the data. A determination may also be made not to further pursue the PHD. | Perform PHD Stewardship |
| Determine Applicable Percentage | This process includes determining the applicable percentage based on the business rules for this process. | Compute TLA |
| Determine Assignment Action | This activity is associated with selecting a Member for a valid open personnel requisition or selecting a valid open personnel requisition for a Member who has been identified as requiring a new assignment. | Administer Assignment Action HL Manage Assignment |
| Determine Availability of Required Data | This process determines the available sources and periodicity of the required data, producing an inventory of available data. This step also determines whether or not the nature of the request requires the creation of a new data element. | Define Cost Performance Model |
| Determine Award Type Request | This activity is associated with determining the award type being requested. | HL Administer Recognition Program |
| Determine Billing Requirements | DBwT: Determine the billing requirements using the customer information and receivable data, and after due process, determine whether a bill should be generated. If a bill is to be generated, then determine the billing method and the billing medium (e.g. Statement Billing, Monthly Bill, or Coupon Billing). BEA 10: Determine the billing requirements using the customer information and receivable data to determine whether a bill should be generated. If a bill is to be generated, then determine the billing method and the billing medium (e.g. Statement Billing, Monthly Bill, or Coupon Billing). | IGT-IPP Systems View - Part 1 Manage Receivables |
| Determine Detailed Information Needs | This process step determines data needed to develop a report or respond to an inquiry. A request for information may be developed and transmitted internally or externally for additional information. If no information includes required then the process may continue to formulate the response. | Manage Ad Hoc Reporting |
| Determine Disciplinary Action | This activity is associated with determining and performing non-punitive or non-judicial actions or referring the case to court-martial, involuntary discharge, creating authoritative source document, and documenting both court-martial and non-judicial punishment proceedings. | HL Manage Adverse Actions |
| Determine Education Resource Requirements | This activity is associated with determining the type and amount of resources required to deliver a developed education curriculum. Such resources may include (but not be limited to) equipment, facilities, faculty, and other support personnel. | HL Manage Education |
| Determine Eligibility for Applied Benefit | This activity is associated with reviewing the eligibility criteria against the Member's/Employee's profile information and assessing eligibility for benefit. | HL Manage Benefit Programs |
| Determine Eligibility for Award | This activity is associated with reviewing the award qualification and the Member's profile to determine eligibility for the recommended award. | HL Administer Recognition Program |
| Determine Eligibility for Education Enrollment | This activity is associated with reviewing an enrollment request and determining the eligibility to enroll into an education course or program based on pre-established regulatory criteria and the student's profile information. This activity may include (but not be limited to) reviewing prerequisites for an education course or program, updating the student's profile with eligibility information, and counseling the student on any retention actions resulting from enrolling into an education course. | HL Manage Education |
| Determine Eligibility for Enrollment in HR Recovery Coordination Program | This activity is associated with determining the eligibility of enrollment for a Recovering Service Member (RSM) into the Human Resources (HR) Recovery Coordination Program (RCP). This activity also includes assigning the RSM care category (e.g., return to duty in less than 180 days, unlikely to return to duty in less than 180 days, and highly unlikely to return to duty), collecting information (e.g., identification of preliminary needs and identification of Recovery Team) to complete RCP enrollment, assignment of a care coordinator, and periodic review of the recovery care plan assessment report to determine if the RSM needs to remain in the RCP. | HL Manage Human Resources Recovery Coordination Program |
| Determine Eligibility for Individual Training Course Enrollment | This activity is associated with reviewing an enrollment request and determining the eligibility to enroll into a training course based on pre-established regulatory criteria and the Member's profile information. This activity may include (but not be limited to) reviewing prerequisites for a training course, updating the Member's profile with eligibility information, and counseling the Member on any retention actions resulting from enrolling into a training course. | HL Manage Individual Training Course |
| Determine Eligibility for Selected Benefit | This activity is associated with reviewing the eligibility criteria against the Member's/Employee's profile information and assessing eligibility for selected benefit. | HL Manage Benefit Programs |
| Determine Eligibility to Ship Member to Assignment | This process includes determining if a Member is eligible to ship to assignment. | Perform Accession Shipping |
| Determine Energy Conservation Measure Implementation Schedule | The energy manager developes project plans and schedules for implementing an approved energy conservation measure through execution of an energy project. This includes grouping multiple energy conservation measures into a single project, or parsing a single energy conservation measure across multiple projects, as appropriate. | Manage Facility Energy Conservation |
| Determine Facility Energy Consumption Parameters | Energy managers review facility usage, construction, utility, and climate information to identify facility characteristics and measurements needed to inform management of facility energy consumption. | Manage Facility Energy Consumption |
| Determine Final Costs | This process determines the final costs after procurement instrument completion is confirmed. Costs should include all costs incurred in the fulfillment of the procurement instrument, including labor, material, and fees over the lifecycle of the procurement instrument. Final procurement instrument costs are needed to closeout the procurement instrument. As necessary, requirements for modifications are identified if needed to closeout the procurement instrument and sent through the requirement change request and procurement instrument modification process. | Execute Contract Closeout Perform Instrument Closeout |
| Determine Final Intragovernmental Order Costs | This process determines the final costs after intragovernmental order and agreement completion is confirmed by the buyer and seller. Costs should include all costs incurred in the fulfillment of the intragovernmental order and agreement, including labor, material, and fees over the lifecycle of the intragovernmental order and agreement. Final contract costs are needed to closeout the intragovernmental order and agreement. As necessary, requirements for modifications are identified if needed to closeout the intragovernmental order and agreementand sent through the requirement change request and intragovernmental order modification processes. | IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Determine if Accession Processing Request Exists | This process includes checking if the processing request already exists or if the request is for a new processing schedule. | Manage Applicant Processing Scheduling |
| Determine If Accession Shipping Requirement Information is Complete | This process includes reviewing, validating, and verifying accession shipping requirement information to ensure completeness. This may also include (but may not be limited to) reviewing and validating applicant Personally Identifiable Information (PII). | Perform Accession Shipping |
| Determine if Additional Disclosure Information Requires Medical Resolution | This process includes determining if the additional disclosure requires a medical resolution. This may include (but not be limited to) receiving, reviewing, and capturing applicant disclosure information, and determining if a medical resolution is required. | Perform Service Accession |
| Determine if Applicant Information Complete | This process includes reviewing, validating, and verifying applicant information to ensure completeness. This may also include (but not be limited to) reviewing and validating applicant Personally Identifiable Information (PII) and supporting documentation. | Perform Aptitude Qualification Perform Preliminary Screening Perform Service Accession |
| Determine if Applicant is Eligible to Continue Accession Process | This process includes determining if an applicant is eligible to continue accession process. This may include (but not be limited to) reviewing applicant Personally Identifiable Information (PII), medical pre-screen/qualification information, aptitude result information, results from external agency checks, and any waivers to determine if an applicant is eligible for accession processing. Reasons why applicant is not eligible to process may include (but not be limited to) results from medical pre-screen or data received from an external agency that would cause the applicant to not meet standards for enlistment. | Perform Preliminary Screening Perform Service Accession |
| Determine if Applicant Meets DoD Aptitude Standards | This process includes determining if an applicant meets Department of Defense (DoD) aptitude standards. This may include (but not be limited to) reviewing an Armed Services Vocational Aptitude Battery (ASVAB) result to determine if an applicant meets DoD aptitude standards and reviewing any documented issues. | Perform Aptitude Qualification |
| Determine if Applicant Meets Medical Standards | This process includes reviewing the medical examination results and any additional medical information received to evaluate whether the applicant meets medical standards; assessing the applicant's medical condition to determine their physical fitness for duty in the Armed Forces (AF) Component; and providing a medical evaluation decision to qualify or disqualify the applicant to proceed further. If the applicant is disqualified, the medical evaluation decision would contain information on the disqualifying medical condition and waiver recommendations, if the disqualification is waivable. | Perform Medical Qualification |
| Determine if Change in Deductions Require Notification | This process includes checking if a notification has to be sent due to changes in the deductions information. | Manage Compensation |
| Determine if Change in Earnings Require Notification | This process includes checking if a notification has to be sent due to changes in the earnings information. | Manage Compensation |
| Determine If CIP and or WIP Account is Required | This process determines if a CIP or WIP Account is required given the nature of the construction or work to be performed. | Create CIP and or WIP Account |
| Determine if Compensation Eligibility Approval is Required | This process includes checking if compensation eligibility requires approval. | Manage Compensation |
| Determine if Compensation Eligibility Notification is Required | This process includes checking if compensation eligibility notification needs to be sent. | Manage Compensation |
| Determine if Debt can be Offset | Determine if outstanding liability or payments exist within the enterprise and offset the receivable based on the status of debts and conditions. | Manage Delinquent Debt |
| Determine if Leave Sell Back is Permissible | This activity is associated with determining if the sell back of leave is permissible by determining if the Member meets the qualifications to sell military accrued leave. | HL Perform Leave Administration |
| Determine if Personnel Identity Management Service is Needed | This process includes determining if personnel identity management service is needed regarding the DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent) receiving an identity credential. These actions include (but are not limited to) creating an new identity information entry for the DoD HRM Individual Customer or updating an existing identity information entry. There may also be no additional action required. | Issue Identity Credential |
| Determine Implementation Options | Identify approach that will be used to apply the submitted requirements to the new policy or existing policy. | Manage Financial Management Policy |
| Determine Individual Training Course Resource Requirements | This activity is associated with establishing what resource requirements (e.g., type of instructor, class size, and supplies) are needed to effectively conduct the training course. This activity is also associated with determining if a training course will be resident or distributed (e.g., distance learning, correspondence courses, and online courses) learning. | HL Manage Individual Training Course |
| Determine Involuntary Retention Waiver Request Outcome | This activity is associated with reviewing an involuntary retention waiver supporting documentation, documenting, and acting upon an Officer's request to have their involuntary retention action waived. This activity also includes notifying the Officer of waiver request outcome. | HL Manage Officer Involuntary Retention |
| Determine Leave Balance | This activity is associated with reviewing and validating the accounting period leave information, notifying the appropriate parties of any invalid leave information, and determining all leave deductions and leave accrual for a Member in a given leave accounting period. | HL Perform Leave Administration |
| Determine Location for which OHA is to be Paid | This process includes determining the location for which OHA is to be paid to a Member based on the business rules for this process. | Compute OHA with or without Dependents |
| Determine Manpower Requirements to Be Funded | This activity is associated with determining mission requirements that are funded and unfunded based on the priority list and projected funding allocation. | HL Manpower - PPBE |
| Determine Member for Reenlistment | This activity is associated with reviewing, identifying, and determining Members eligible for reenlistment who have met the prerequisites for reenlistment or who have requested to reenlist. This activity may also include reviewing the target enlistment career progression pattern (e.g. timing for promotion, reenlistment, and service limits), as well as counseling a Member on the opportunities and incentives to reenlist, reviewing the length of reenlistment agreement, reviewing the Member's eligibility, and documenting the counseling session. | HL Administer Reenlistment Process |
| Determine Member's Eligibility for Allotments | This process includes checking if a Member is eligible to allot a specified amount from his/her pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Allowances | This process includes checking if a Member is eligible for allowances based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Basic Pay | This process includes checking if a Member is eligible for basic pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Bonus Pay | This process includes checking if a Member is eligible for bonus pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Grants and Stipends Pay | This process includes checking if a Member is eligible for grants and stipends pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Incentive Pay | This process includes checking if a Member is eligible for incentive pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Other Deductions | This process includes checking if a Member is eligible for other deductions (e.g. repayment or advanced, casual, and partial payments) based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Other Earnings | This process includes checking if a Member is eligible for other earnings (e.g., Disability Severance Pay) based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Eligibility for Special Pay | This process includes checking if a Member is eligible for special pay based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Subjectivity for Debts and Garnishments | This process includes checking if a Member is eligible for or subject to debts and garnishments, to include repayment of bonuses based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Member's Subjectivity for Taxes | This process includes checking if a Member is subject to taxes based on personnel information, and updating the pay information profile. | Manage Compensation |
| Determine Micropurchase Authority | This process determines if the DoD purchasing official has authority to make a Micro-purchase and if that purchase meets specific thresholds as outlined in LRP. FAR 2.101. | Award Procurement Instrument |
| Determine Micropurchase Sourcing | This process determines sources for the purchase card requirement. | Award Procurement Instrument |
| Determine Mission Requirements For Manpower | This activity is associated with determining the manpower required to support the missions, functions, and tasks of an Organization/Component based upon the strategic objectives, policy, roles and missions, and warfighting strategies identified by a higher authority. It also includes the determination of Force Structure and non-Force Structure requirements (to include the proper mix of military, civilian and contractor positions). Planning must take into consideration peacetime and wartime missions and requirements. | HL Manpower - PPBE |
| Determine Model Type | This process selects the cost model type that best satisfies the customer's needs. Cost models vary based on the depth of the analysis that the customer requires. There are several categories of model types which include Traditional Cost Models (e.g. Responsibility segment/outputs), Valuation Models (e.g. Earned Value, Asset Valuation), Cost Benefit Models (e.g. Economic Order Quantity), Combinations Cost Models (e.g. Total Cost of Ownership, Deferred Maintenance), Net Costs, Revenue Models (e.g. Projections), and Economic Models. | Define Cost Performance Model |
| Determine Need for Unsolicited Product Information | The unsolicited product information is reviewed to determine if a need exists within the DoD for the unsolicited product hazard data (PHD). Possible outcomes include: need exists for unsolicited product information and PHD does not exist in the master product hazard data (MPHD) warehouse, and need does not exist for unsolicited product information or unsolicited product information exists in MPHD warehouse. | Perform PHD Stewardship |
| Determine Occupational Competencies | This activity is associated with determining the Department of Defense (DoD)-recognized competencies related to occupations or occupation families. Warfighter-identified deficiencies, and proposals from multiple sources, are also assessed with the generation of feedback and proposed actions. | HL Manage Competencies |
| Determine Organizational Structure to Support Mission Change | This activity is associated with deciding the organizational structure needed to support the change in mission. | HL Manpower - Manage Organizational Structure |
| Determine Other Valuation Methods | This process determines other asset valuation methods for non-constructed assets to establish the recorded cost of a capital asset at the time it is placed in service. This includes all costs (direct and indirect) incurred to bring an asset to a form and location suitable for its intended use. | Execute Program Sub-process Perform Asset Valuation |
| Determine Pay Type | This process is associated with identifying what pay type needs to be checked to determine the Member's eligibility. | Manage Compensation |
| Determine Personnel Requiring Performance Evaluation | This activity is associated with identifying and notifying personnel that they are due or overdue for performance evaluation. | HL Administer Performance Evaluation |
| Determine Procurement Type | This process determines if the purchase type is a Micro-purchase or a Procurement Instrument award. The decision is based upon dollar threshold, service or construction type and controlled items. | Award Procurement Instrument |
| Determine Procurement Type Entitlement | This process determines whether the entitlement is for a Purchase Card purchase or Procurement Instrument purchase. | Manage Procurement Entitlement |
| Determine Product Hazard Data Source | This process involves the review of available information, to identify the appropriate external non-DoD source (eg, manufacturer, supplier or vendor) to contact to request the needed product hazard data (PHD). The information reviewed to determine the source includes the Component Product Hazard Data Request, and other available sources. If a primary source is unavailable, an alternate source may be identified or no source may be available. | Perform PHD Stewardship |
| Determine Re-Apportionment | If rescissions and deferrals are not enacted by congress within the time required by law (Impoundment Act), these funds must be released and made available for apportionment. | Execute Rescission, Cancellation and Deferrals |
| Determine Reimbursement Amount Due | This activity is associated with determining the reimbursement amount due, based upon reimbursement type (e.g., medical education program expense reimbursement, Cost of Living Allowance Unique reimbursement) and established reimbursement criteria. | HL Manage Reimbursements |
| Determine Reimbursement Eligibility | This activity is associated with receiving and reviewing reimbursement information, and using an established set of reimbursement criteria and business rules for determining whether an employee/Member is eligible and authorized for a particular reimbursement type (e.g., medical education program expense reimbursement, Cost of Living Allowance Unique reimbursement). | HL Manage Reimbursements |
| Determine Renewable Energy Project Schedule | The energy manager oversees implementation plans and schedules for approved renewable energy projects. | Manage Renewable Energy Production and Purchase |
| Determine Renewable Energy Purchase Requirement | The energy manager reviews the total installation electricity consumption amount and the total installation renewable energy production amounts over a given period of time to determine the amount of renewable energy that must be purchased for the installation to meet its renewable energy goal. | Manage Renewable Energy Production and Purchase |
| Determine Reprogramming Actions | Appropriation Act(s) containing reprogramming provisions are reviewed to determine specific actions which might be available for Congressional approval and/or for establishing a base of reprogramming actions (DD1414). DoD approved reprogramming actions are submitted to request prior approval of Congressional committees (DD1415-1) or for internal actions planned (DD1415-3) for tracking using the base. Requests submitted include provisions of special interest to Congressional committees, actions previously permitted/denied, stated restrictions on purpose, scope and use of budget authority. The base provides information needed to track, manage and report reprogramming requests and the status of reprogramming actions during available period(s) of budget authority. Reprogramming action candidates include both 1) redirections of budget authority, at a budget line-item or similar level, from its original purpose/scope to another within an enacted appropriation and/or 2) the reprogramming of budget authority from one appropriation to another. | Manage Baseline for Reprogramming |
| Determine Resource Implications | Determine resource implications to assess the capabilities of the programs in executing approved strategies and policies. | Perform Programming |
| Determine Retirement Approval Authority | This process includes determining the appropriate retirement approval authority for a Member. Factors which affect this determination may include (but not be limited to) the Member's time in service, and whether the Member is a commissioned officer, a warrant officer or is enlisted. | Manage Military Personnel Retirement |
| Determine Retirement Eligibility | This process includes determining a Member's eligibility to retire based on pre-established regulatory criteria and the Member's qualifying information. | Manage Military Personnel Retirement |
| Determine Route and Carriers | This process consolidates and routes loads by mode, lane and location; selects specific carriers by best value; and rates and tenders shipments using load, asset, and carrier information to produce a transportation schedule required to perform movement execution. (SCOR D1.6, D1.7) | Deliver Property and Forces IGT-IPP Systems View - Part 1 |
| Determine Staffing Needs and Resource Assignments | This process step identifies requirements to fulfill program requirements, such as develop a report. | Manage Ad Hoc Reporting |
| Determine the COLA Index to be Used in Computing CONUS COLA with Dependents | This process includes determining the COLA index to be used for computing CONUS COLA for a Member with dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Determine the COLA Index to be Used in Computing CONUS COLA Without Dependents | This process includes determining the COLA index to be used for computing CONUS COLA for a Member without dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Determine the Location for which BAH is to be Paid | This process includes determining the location for which BAH is to be paid to a Member based on the business rules for this process. | Compute BAH with or without Dependents |
| Determine the Location for which COLA is to be Paid | This process includes determining the Member's location for which COLA is to be paid based on the business rules for this process. | Compute COLA with or without Dependents |
| Determine the Location for which CONUS COLA is to be Paid | This process includes determining the location for which CONUS COLA is to be paid for a Member with dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Determine the Location for which CONUS COLA Without Dependents is Payable | This process includes determining the location which CONUS COLA is to be paid for a Member without dependents based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Determine the Location for which FSH-O is to be Paid | This process includes determining the location of a Member's dependents which FSH-O is to be paid to a Member based on the Member's assigned PDS. | Compute FSH-O |
| Determine the Location for which the TLA to be Paid | This process includes determining the location for which the TLA is to be paid to a Member based on the business Rules for this process. | Compute TLA |
| Determine the M&IE and Lodging Index Ceiling in Computing TLA | This process includes determining the M&IE and lodging index ceiling for a Member based on the business rules for this process. | Compute TLA |
| Determine the Maximum Lodging Amount | This process includes determining the maximum lodging amount for a Member based on the business rules for this process. | Compute TLA |
| Determine the Maximum M&IE Amount | This process includes determining the maximum M&IE amount for a Member based on the business rules for this process. | Compute TLA |
| Determine the Maximum Rental Ceiling Amount | This process includes determining the maximum rental ceiling amount for a Member with or without dependents based on the business rules for this process. | Compute FSH-O Compute OHA with or without Dependents |
| Determine the Maximum Utility/Recurring Maintenance Allowance Amount | This process includes determining the maximum utility or recurring maintenance allowance amount for a Member with or without dependents based on the business rules for this process. | Compute OHA with or without Dependents |
| Determine the Maximum Utility/Recurring Maintenance Amount | This process includes determining the maximum utility or recurring maintenance amount for a Member based on the business rules for this process. | Compute FSH-O |
| Determine the Member's Annual Compensation with Dependents | This process includes determining the annual compensation for a Member with dependents based on the business rules for this process. | Compute COLA with or without Dependents |
| Determine the Member's Annual Compensation without Dependents | This process includes determining the annual compensation for a Member without dependents based on the business rules for this process. | Compute COLA with or without Dependents Compute Fractional COLA |
| Determine the Member's Average Annual Spendable Income with Dependents | This process includes determining the average annual spendable income for a Member with dependents based on the business rules for this process. | Compute COLA with or without Dependents |
| Determine the Member's Average Annual Spendable Income without Dependents | This process includes determining the average annual spendable income for a Member without dependents based on the business rules for this process. | Compute COLA with or without Dependents Compute Fractional COLA |
| Determine the Member's BAH with Dependents Monthly Rate | This process includes determining the BAH monthly rate for a Member with dependents based on the business rules for this process. | Compute BAH with or without Dependents |
| Determine the Member's BAH without Dependents Monthly Rate | This process includes determining the BAH monthly rate for a Member without dependents based on the business rules for this process. | Compute BAH with or without Dependents |
| Determine the Member's Base Amount | This process includes determining the Member's base amount based on the business rules for this process. | Compute CONUS COLA with or without Dependents |
| Determine the Member's COLA Index with Dependents Annual Rate | This process includes determining the COLA index for a Member with dependents based on the business rules for this process. | Compute COLA with or without Dependents |
| Determine the Member's COLA Index without Dependents | This process includes determining the COLA index for a Member without dependents based on the business rules for this process. | Compute COLA with or without Dependents Compute Fractional COLA |
| Determine the Member's COLA with Dependents Payable Amount | This process includes determining the COLA payable amount for a Member with dependents based on the business rules for this process. | Compute COLA with or without Dependents |
| Determine the Member's Monthly Rent Ceiling Amount | This process includes determining the monthly rent ceiling amount for a Member with or without dependents based on the business rules for this process. | Compute FSH-O Compute OHA with or without Dependents |
| Determine the Payable Lodging Amount | This process includes determining the payable lodging amount for a Member based on the business rules for this process. | Compute TLA |
| Determine the Payable Utility/Recurring Maintenance Allowance | This process includes determining the payable utility or recurring maintenance allowance for a Member with or without dependents based on the business rules for this process. | Compute FSH-O Compute OHA with or without Dependents |
| Determine Type of Request | This activity is associated with reviewing a request for an Organization Unique Identifier (OUID) for authorized/funded organization, determining the organization type (e.g., identification of organization category, organization information and data and parent/child relationships), determining if an OUID already exists. | HL Manpower - Administer OUID |
| Develop and Issue Request for Proposal | This process includes preparation of the Request for Proposal for approval by the Contracting Officer for release to industry/suppliers. This process may include incorporation of commercial supplier comments into the Request for Proposal and incorporation of any revisions. This includes amendments to the released Request for Proposals. | Award Procurement Instrument |
| Develop and Update Work Order | This process involves the development and further review of information which documents the approval status of a request for services. It should detail all costs to include labor, material, invoices, or utilities associated with the activities described therein. | CIP Process |
| Develop Appeal Submission Instructions | If an appeal is required instructions for the appeal submission process are prepared by OSD to be distributed to the components. | Support Congressional Budget Review |
| Develop Benefit Programs | This activity is associated with determining the need for benefit program by reviewing benefit program needs, identifying and coordinating benefit programs, establishing eligibility criteria and available options, defining benefit enrollment/application process, making decisions on benefit programs, and distributing benefit program information. | HL Manage Benefit Programs |
| Develop Career Path Plan | This activity is associated with developing career path plans that support a specific occupational career path. This activity may include (but not be limited to) developing and identifying the specific requirements needed to progress in a particular career path and any associated training and educational courses need to progress within a particular career path. | HL Manage Career Path |
| Develop Education Course Curriculum | This activity is associated with developing instructional curriculum and educational goals. This activity also includes designing educational objectives, plans, materials, tests, and development of any associated courseware. | HL Manage Education |
| Develop ESOH Control Agreement | This process develops the required set of operational controls implemented by a mission process to comply with environment, safety, and occupational health legal, regulatory, policy and performance requirements. The controls take the form of terms and conditions established by agreement between stakeholders such as the owner or operator of the mission process; supporting environment, safety, and occupational health organizations; permitting agencies; the public; and other appropriate DoD organizations such as human resources and acquisition. Environment, safety, and occupational health controls govern operation, use, maintenance, design, technology, materiel, hazardous materiel usage, work process, mission process, or facility use. The process also includes efforts to amend the ESOH control agreement when the mission process identifies the need to modify parameters defined in the original agreement. The outcome of this process is an ESOH Control Agreement that documents the agreement among key stakeholders that an ESOH solution is needed to address an ESOH aspect, as well as details about the ESOH solution and how it will be implemented. It may also specify parameters that indicate when the ESOH aspect has been fully resolved. Examples include a CERCLA Record of Decision, a Hazardous Process Authorization, an Integrated Natural Resource Management Plan, and operating permits issued under the Resource Conservation and Recovery Act, the Safe Drinking Water Act, etc. They may also define standard operating procedures, specify safety requirements, detail experience levels and training requirements, prescribe monitoring and reporting requirements, or specify other required activities. | Perform ESOH Services |
| Develop ESOH Solution | This process develops the ESOH solution for the identified aspect or issue of interest. This process seeks to develop solution alternatives for the identified aspect or issue of interest and takes into consideration other information components such as the risk assessment, characterized ESOH issue, or sample analysis results and develops a solution that will meet requirements (e.g. effectiveness, cost, socio-economic). These solution alternatives are evaluated by a selected methodology, which can examine several factors such as effectiveness, cost, and socio-economic impact. The process is composed of several sub processes such as: 'Develop ESOH Solution Alternative'; 'Determine ESOH Solution Evaluation Methodology'; 'Evaluate ESOH Solution Alternative'; and 'Select ESOH Solution'. In addition, this task defines the potential future actions to include proposed remedy, associated costs, and schedules that are necessary to correct, restore, remediate, or close a facility or site due to environmental concerns based on the best available knowledge in the current phase. The tasks in the process include the following: a. Define the proposed remedy or solution to the environmental problem b. Create a time phased schedule to implement the remedy c. Estimate the potential future outflow of resources for each phase and sum the total projected outflow of resources needed for the remedy (use a VV&A method as required) d. Define other data as necessary, including, for example, getting amortization information or information necessary to prepare the narrative. Information necessary to prepare the narrative would include, but not be limited to, an explanation of the methodology used to create the cost estimate, an explanation for changes greater than ten percent from the prior year. e. If insufficient data exists to estimate the remedy or solution for example, if no known technology exists to perform the proposed action - use the estimate of any known expenditures, such as the cost of any known required study or costs associated with containment. | Perform ESOH Services |
| Develop Fiscal and Program Guidance | Develop fiscal and program guidance to provide fiscal constraints that must be observed by DoD Components in the formulation of force structures and by the Office of the Secretary of Defense (OSD) and joint staff in reviewing proposed programs. | Perform Programming |
| Develop Human Resources | This process includes all actions associated with training and educating human resources. It includes enhancing a person's personal and professional skills including functions that support: managing careers; competency development; identifying and satisfying training and education requirements; managing quotas, courses and throughput including cataloging and scheduling. | Accept Goods and Services Administer the Contract Execute Contract Execute Contract Closeout Finalize Acceptance Manage Sales and Procurement Monitor and Improve Process Personnel Visibility Process Requirement |
| Develop Human Resources Recovery Care Plan | This activity is associated with reviewing the assessment information in order to develop a Human Resources (HR) recovery care plan (e.g., services, and identification of the recovery team members who will provide services) for the Recovering Service Members (RSM). | HL Manage Human Resources Recovery Coordination Program |
| Develop Intragovernmental Order | This process involves the development or refinement of an Intragovernmental order. It is triggered when intragovernmental agreements have been signed, or Military Intergovernmental Purchase Requests or change modifications have been received. The process includes ensuring that the terms, conditions, and provisions meet the terms of the Intragovernmental order agreement, as well as the requirements of applicable regulations, policy, and statute. Regarding funds control, this process initiates a commitment. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Develop Negotiation Summary and Recommendation | This process includes developing the final documentation of the rationale for the identified source, the draft agreement and/or modifications to the draft agreement, and the contract specifications when an agreement is not needed. This may also include obtaining necessary approvals and clearance to move forward (e.g., congressional notification, notice to unsuccessful offerors, notification to Equal Employment Opportunity Commission (EEOC), etc.) as necessary. The intent is to document the rationale for the government's decision to proceed with the chosen sourcing strategy. | |
| Develop or Refine Sourcing Plan | This process includes creating or modifying a sourcing plan based, in part, upon requirements forecast, past spend data, market research, and supplier planning information. The intent of this process is to enable aggregation of demand for goods and services and derive benefits from economies of scale, to the extent possible, on the basis of DoD wide demand. This process also involves reviewing and approving or disapproving the sourcing plan. During this process, the sourcing plan will also include the necessary information required for identifying rules and requirements to support asset valuation process. In addition, this process identifies requirements that are for purchases under $2,500 and therefore considered micropurchases, and provides appropriate authorization to use a purchase card for those requirements. | Develop Procurement Strategy Develop Sourcing Strategy |
| Develop Personnel Distribution Plan | This activity is associated with developing and approving a personnel distribution plan based on the personnel guidance information, manpower documents and workforce analysis information and distributing the plan to the appropriate parties. | HL Manage Personnel Distribution |
| Develop Physical Fitness Program | This activity is associated with developing a physical fitness program and related physical activities consistent with established principles of physical conditioning that enhance fitness and general health essential to combat readiness. This activity may include (but not be limited to) reviewing mission requirements, physical fitness program assessment information, and health care beneficiary care profile information to determine fitness objectives and identify physical fitness program requirements; creating or modifying physical fitness training tasks; and determining physical fitness program resources (e.g., personnel, equipment, facilities, and training aids) necessary to conduct a physical fitness program. | HL Administer Physical Fitness Program |
| Develop Policy And Procedure Guidance | This activity is associated with reviewing the Strategic Planning Guidance document to create the Department of Defense (DoD) Component-specific planning guidance. | HL Manpower - PPBE |
| Develop Procurement Instrument or Supplemental Procurement Instrument | This process involves the development or refinement of a procurement instrument. It is triggered when commitments have been verified against funded requirements, updated commitments for existing requirements have been received, and/or contract or modifications have been received. The process includes ensuring that the terms, conditions, and provisions meet the demand needs, as well as the requirements of applicable regulations, policy, and statute. This process may involve collaboration with a program manager before award and generate the information necessary to obligate/deobligate funds, and may involve verification of the supplier's inventory availability before award. | Award Procurement Instrument Execute Contract Execute Program Sub-process |
| Develop Procurement Strategy | Develop Procurement Strategy is initiated as a review of sourcing alternatives for the goods and/or services requested to determine the products and services from vendor sources that will best meet the requirement. Activities include determining: appropriate contractual vehicles, terms and conditions, opportunities for strategic sourcing , and the independent government estimate for performance. This activity determines the strategy to acquire supplier provided goods and services that satisfy the approved requirement. | Procure-to-Pay |
| Develop Program | This process defines the strategy, action, schedule, resources and facilities necessary to accomplish and manage the program. | Manage Sales and Procurement Process Requirement |
| Develop Proposal | Develop proposal that outlines the implementation approach for the new policy or changes to the existing policy. | Manage Financial Management Policy |
| Develop Proposed Rescission Language | Required data and language necessary for rescission acceptance and approval are applied to finalize the rescission report. | Execute Rescission, Cancellation and Deferrals |
| Develop Proposed Rescission Report | A report of rescission actions is prepared and submitted to OMB containing detailed descriptions of proposed amounts to be rescinded, accounts, projects, Government functions/activities involved, description of rescinding action justification, as well as the impact(s) of a rescission on ongoing operations. Other relevant facts regarding the impact and justification of rescinding actions are included. | Execute Rescission, Cancellation and Deferrals |
| Develop Response to Congressional Decision | Congress disapproval of a reprogramming package requires an evaluation by the responsible Comptroller to determine whether follow up response-action is warranted, or whether no action should be taken and a disposition of the request package decided. | Perform Reprogramming and Transfers |
| Develop Risk Management Plan | This activity is associated with identifying critical readiness deficiencies or capability shortfalls and risks in executing missions. This activity is also associated with identifying deficiencies in the areas of training and personnel, to include issues such as medical, equipment, ordnance, and sustainment. This activity is also associated with developing and coordinating strategies to rectify deficiencies and identifying appropriate measures to reduce risks. | HL Perform Personnel Readiness Assessment |
| Develop Sourcing Strategy | This process determines the plan to acquire supplier / Government provided goods and services that satisfy the verified requirement. This includes identification of the method of procurement and the sourcing strategy (e.g., contracting requirements, stock issuance). Other activities that may be required are the identification of information such as program risks, milestones, funding, security, and information assurance based on the complexity of the requirement. Also includes the ability to analyze spend data, conduct market analysis, and assess acquisition business plan and procurement documents to develop sourcing strategies. Actions include analyzing spend information, conducting market research and forecasting demand. | Asset Accountability Common Supplier Engagement |
| Develop Staff Acquisition Plan | This activity is associated with matching hiring requests to position descriptions, identifying hiring sources, creating a hiring plan, and providing a management advisory service. | HL Manage Civilian Staff Acquisition |
| Develop Staff Acquisition Strategy | This activity is associated with analyzing staffing needs, identifying hiring flexibilities, identifying sourcing strategies, creating a staff acquisition strategy, and communicating the staff acquisition strategy. | HL Manage Civilian Staff Acquisition |
| Disburse Cash | Process the issuance of cash based on the disbursement amount. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Dispose or Return Property and Materiel | This process sends goods and equipment back into the supply chain when they are received in error, in excess of required quantities, or defective, obsolete, damaged, or worn until rendered no longer useful in their current condition. This process also includes the disposal actions of real property to include but not limited to demolition or transfer. SYNONYM: (SCOR - RETURN) | Asset Accountability Common Supplier Engagement |
| Dispose Property or Materiel | This process addresses the actions required to properly dispose or resale property or materiel that has been authorized for disposal or resale as it is beyond economical repair, not covered by a valid warranty, and is not required for use by any other Government organization per the disposal authorization instruction. This process also addresses the actions to dispose of real property to include but not limited to demolition or transfer. | Dispose or Return Property and Materiel |
| Disseminate Treasury Collection Confirmation Data | Distribute collection confirmation data from the Treasury that identifies Deposit number, Confirmation Date, Deposit Amount, detailed information on Not Sufficient Fund checks, and etc. This is the distribution of data that is usable by the sub-ledger processes (collections, payments). This data distribution can be used by the sub-ledger processes (collections, payments). | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Disseminate Treasury Disbursement Confirmation Data | Distribute disbursement confirmation data from the Treasury that identifies Schedule number, Control totals, Confirm date, range of tracer numbers, payment medium, and detailed information on cancelled checks. This data distribution can be used by the sub-ledger processes (collections, payments). | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Distribute and Manage Budget | Distribute Budget is the process of establishing legal budgetary limitations within the agency including appropriation warrants, apportionments, continuing resolutions, allocation and allotment of funding. This also includes monitoring of resources and control of validations prior to approval of commitments, obligations, entitlements and expenditures, obtaining permission to reallocate funds outside the organization's execution authority, requesting additional funds for new requirements, budget reallocation and distribution notifications, budget reallocations, budget rescissions and additional funding distributions. This process also includes posting the budgetary transactions to the General Ledger for financial visibility, funds control, and reporting. | Budget-to-Report |
| Distribute Assignment Order | This process includes distributing assignment orders to the appropriate parties for action or information. | HL Manage Assignment |
| Distribute Award Order | This activity is associated with distributing award orders to the appropriate parties for action or information. This award order information may include (but not be limited to) approved order date and status, order number, order effective date, and order type. | HL Administer Recognition Program |
| Distribute Foreign Military Sales Trust Fund Case Line | The Foreign Military Sales Trust Fund budget authority released to the Implementing Agency for execution of the case implemented in the Foreign Military Sales Trust Fund case line. This records the actual distribution of budget authority to the Implementing Agency at case line level. | Implement Case in Foreign Military Sales Trust Fund |
| Distribute Human Resources Information | This activity is associated with providing Human Resources Information in response to a personnel record request, mission requirement need, and reporting purposes. | HL Manage Human Resources Information |
| Distribute Identity Credential | This process includes distributing a produced identity credential or identity credential materials to the appropriate parties (e.g., requestor, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)). | Issue Identity Credential |
| Distribute Manpower Documents | This activity is associated with sending the Manpower documents to the different organization levels for review and necessary updates. | HL Manpower - PPBE |
| Distribute Payment | Check payments are sent to the Federal Clearinghouse according to the scheduled disbursement date. The Federal Clearinghouse then sends the check and supporting information to the payee. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Distribute Personnel Grade Change Order | This activity is associated with distributing personnel grade change orders to the appropriate parties (e.g., Member, Commander) for action or information. This personnel grade change order information may include (but not be limited to) approved order date and status, order number, order effective date, and order type. | HL Generate Personnel Grade Change Order |
| Distribute Program and Funding Document | Automatic electronic distribution of the PDF, together with a chronology and accounting for the number and control amounts included in PDF distributions made, is maintained to support tracking of the unallocated and distributed funding and distributions. | Execute Apportionment and Allocate Funds Perform ESOH Services |
| Distribute Retirement Order | This process includes distributing the retirement order to the appropriate parties. | Manage Military Personnel Retirement |
| Distribute Retirement Related Documents | This process includes distributing the retirement order and other retirement-related documents (e.g., Certificate of Release or Discharge from Active Duty Form, Survivor Benefit Plan, medical and dental records, travel voucher) to the appropriate parties (e.g., Member's Official Military Personnel File, Defense Manpower Data Center, Department of Veteran Affairs, and Department of Labor). | Manage Military Personnel Retirement |
| Distribute Separation Order | This activity is associated with distributing separation orders to the appropriate parties for action or information. This activity also includes determining the following separation order information: approved order date and status, order number, order effective date, and order type. | HL Manage Military Personnel Separation |
| Document Additional Disclosure Resolution | This process includes documenting the additional disclosure resolution. This may include (but not be limited to) reviewing the additional disclosure response from the Services and capturing any additional information. | Perform Service Accession |
| Document Adverse Action Results | This activity is associated with documenting all adverse action results by producing adverse action reports, updating the Member's profile with adverse action results and removing administrative holds as necessary. This activity also includes either documenting the offense and punishment or removing/expunging the charges based on the decision/findings. | HL Manage Adverse Actions |
| Document Casualty Assistance Program Selections | This activity is associated with advising the Member or next of kin on available programs and benefits related to casualty assistance, documenting their selections from available programs and services, and directing them to the appropriate parties for further assistance. These programs and benefits may be sponsored by sources both internal and external to DoD (e.g., Service-sponsored programs through Family Support, Department of Veterans Affairs (VA)-sponsored programs and benefits, and, in the event of death casualty, family-selected funeral products/service providers). | HL Manage Personnel Casualty |
| Document Identified Corrections | Document the financial statement level adjustments for financial reporting line items only and not the actual general ledger accounts. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Document Model Results | This process step provides explanations, instructions, recommendations, and supporting documentation regarding the model results. | Populate Cost Performance Model |
| Document Passback Final Decision | Document the passback final decision that represents the agreement between OSD and OMB on the final DoD's budget for inclusion to the President's Budget submission. This decision will be incorporated in a new Program Budget Decision or other budget decision memorandum. The decision should reflect result of the following activities: Agreement on the deliberation on key issues within DoD and across all organizations; Realignment of resources from marginal or overpriced programs to cover shortfalls in higher priority programs; and results of negotiation with OMB on top-line considerations. | Perform Budgeting |
| Document Results of Reconciliation | Document the results of the Department of Defense general ledger balances reconciliation with the Treasury's Fund Balance account, including elimination entries. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Document Time, Absence and Labor Information | This activity is associated with documenting electronically or manually time worked and the associated characteristics of the time (e.g., regular, overtime, night differential, time periods associated with Unit Training Assemblies), as well as documenting labor allotted to specific tasks, duty participation, projects, and/or programs. | HL Account for Time, Absence, and Labor |
| Document Transition Assistance Selections | This activity is associated with documenting Members, their families and civilian personnel's transition assistance service (e.g., Employment Assistance, Relocation Assistance, Education and Training Programs) options. This includes (but is not limited to) counseling Members, their families, newly separated members and civilian personnel on transition assistance service selections and providing information on transition assistance service providers. | HL Manage Transition Assistance |
| Enforce Unfavorable Personnel Security Clearance Determinations | This activity is associated with enforcing the outcomes resulting from an unfavorable personnel security clearance determination. This may include (but is not limited to), coordinating a person's reassignment or termination, revoking a clearance or downgrading a clearance. | HL Manage Personnel Security |
| Establish Accounts Payable | Record amounts owed to another Federal or non-federal entity for goods and other property ordered and received, and for services rendered by other than employees. Record amounts owed upon receipt of receiving report and inspection report; recorded amount should be net of discounts offered by vendors. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Establish Accounts Receivable Principal Balance | FBwT: TBD | IGT-IPP Systems View - Part 1 |
| Establish and Update Valuation Conventions | The Establish and Update Valuation Conventions process identifies the rules and requirements to be used in valuing assets. Rules and requirements taken into consideration include the type of funding (Research and Development, procurement, Operation and Maintenance), the types of costs (direct and indirect), types of assets (capital and expensed), the useful lives of end items and major components, salvage value, depreciation type and which costs are to be aggregated into the end item cost (e.g., direct labor, government furnished parts), which items are to be valued separately (e.g., support equipment), expensed costs, and whether there is Government furnished material or Government furnished labor being provided to the contractor. This process completes the valuation template and sends it back to Execute Acquisition Strategy and will include items such as specific cost codes and algorithms. | Perform Asset Valuation |
| Establish CIP and or WIP Account | This process involves setting of the CIP and or WIP account for the purposes of accumulating costs. | Create CIP and or WIP Account |
| Establish Contract Holdback | Record amounts withheld from grantees or contractors pending completion of related contracts. Create subsidiary account for each vendor with a contract holdback clause in contract. | Manage Liabilities |
| Establish Customer Information | Establish customer record or update customer table to customer's attributes and preferences. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Establish Effective and Posting Date of Change | Establish the effective and posting date of the new policy or changes to the existing policy. | Manage Financial Management Policy |
| Establish Evaluation Approach | This activity is associated with conducting job analyses (e.g., analyzing Federal and agency-specific qualification standards, classified descriptions of duties and/or job requirements), developing applicant assessment criteria, and developing an assessment approach based on job analysis results and existing best practices. | HL Manage Civilian Staff Acquisition |
| Establish Funds Control | A PFD represents the allocation of budget authority to designated entities and/or functions accountable for resource management; Allocation of an apportionment occurs in the form of allotments, sub-allotments and allocated budget authority to fund operations at varying lower levels of accountability. These allocated amounts represent the expenditure limits for the allocation recipients, i.e., expenditure transactions that include amounts that cause the allocated balance to be exceeded are rejected or suspended until sufficient budget authorization is available or the transaction cancelled. | IGT-IPP Systems View - Part 1 Manage Execution Fund Account |
| Establish Individual Development Plan | This activity is associated with creating or updating an individual development plan in a collaborative effort where the manager and employee identify developmental opportunities to address competency goals and deficiencies. This activity also includes setting up an action plan for development going forward. | HL Manage Individual Development Plan |
| Establish Labor Communication Protocol | This activity is associated with establishing the relationship for ongoing communication between union and management. | HL Manage Labor Relations |
| Establish List of Potential Prospects | This activity is associated with establishing a list of potential prospects for recruitment and making contact to collect initial personal information (e.g., name, phone number, and email address). | HL Manage Recruiting |
| Establish Performance Evaluation Rating Chain | This activity is associated with establishing a Member's performance evaluation rating chain by identifying the raters that will provide input to a Member's performance evaluation. | HL Administer Performance Evaluation |
| Establish Performance Management Programs | This activity is associated with developing a results-focused performance management procedures and requirements for planning, monitoring, assessing and rating employee performance and correcting or rewarding such performance as appropriate (e.g., work with employees and unions). This activity also includes specifying the employees covered by the performance management program, addressing the application and operation of written and verbal performance feedback (e.g., other intermittent performance assessments, employee individual development plans, measures against competencies and performance elements and standards), and obtaining required management approval. This activity also includes identifying bonus and award (e.g., monetary, non-monetary) strategies for any given year. | HL Administer Performance Evaluation |
| Establish Performance Plan | This activity is associated with initiating a discussion with an employee to establish a performance plan for the given rating period, finalizing and communicating the performance requirements and proficiency levels where the employee understands the measures against which he or she will be rated, This may include (but not be limited to) specific results expected, agency-wide core competencies, and position specific competencies which Human Resources (HR) will provide consultative support as requested. | HL Administer Performance Evaluation |
| Establish Preliminary Assumptions | This process is used to derive initial assumptions and or hypotheses. It consists of identifying specific key variables or characteristics (e.g., consumption rates, resource capacities) that are anticipated to be used as the basis for the forecast. Note that this process may also leverage information gleaned from the comparison between actual performance and forecasted results for prior periods. | Perform Cost Analysis |
| Establish Quality of Life Program | This activity is associated with establishing a Quality of Life (QoL) program. This includes receiving QoL program proposals, making decisions concerning QoL program development, reviewing a QoL program requirement and pertinent information (e.g., current benefits programs, financial, asset, personnel and market information, strategic plans), coordinating analysis to assist in requesting funding, facilities, and personnel for a QoL program, developing goals, short and long-term plans and standards for a QoL program, and issuing initial QoL program information. | HL Manage Quality of Life |
| Establish Receivable | Transform the interpreted receivable information into a recorded receivable record. The data within the receivable record will generate the details for the subsidiary ledger. Processes and procedures that details the core processes applicable to establishing the receivable to include verifying, reviewing and capturing, receivable and vendor information, performing calculations, and generating bill. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Establish Sourcing Vehicle with Commercial Sources | A sequence of processes that is triggered by an approved sourcing plan and results in the creation of an agreement with a commercial supplier. This process may include, but is not limited to, issuing pre-solicitation and solicitation notices, receiving inputs from potential suppliers, responding to queries, receiving and evaluating proposals, and conducting source selection. | Execute Sourcing Strategy |
| Establish Sourcing Vehicle with Government Sources | This process includes negotiation and collaboration with Government suppliers that results in a signed and accepted agreement. | Execute Sourcing Strategy |
| Estimate Time and Cost of Corrective Actions | This process estimates the time and resources required to execute a corrective course of action to alleviate real property acceptance discrepancies. | Perform Receipt, Acceptance and Return |
| Evaluate Accepted Purchase Request | Evaluate accepted purchase request to determine what is needed to determine procurement strategy. | Develop Procurement Strategy |
| Evaluate Acquisition Program Baseline Revision | This is the evaluation of Program Manager's recommended revisions of key cost, schedule, performance parameters, and other cost constraints, objectives, or thresholds contained in the approved Acquisition Program Baseline for coordination and eventual approval by the Milestone Decision Authority. | Execute Program Sub-Process APB Revision |
| Evaluate Awarded Procurement Instrument or Supplemental Procurement Instrument | This process involves reviewing the terms and conditions of the procurement instrument to determine the appropriate actions. | Administer Procurement Instrument Manage Procurement Entitlement |
| Evaluate Budget Data | Evaluate budget data to ensure consistency and compliance with the budget planning guidance issued by the OSD Comptroller. | Perform Budgeting |
| Evaluate Candidate | This activity is associated with determining qualified and eligible candidates, assessing candidates to be referred, applying Federal rules on preferences (priorities), referring candidates for consideration, assessing candidates for selection, making tentative selections, and validating selections. | HL Manage Civilian Staff Acquisition |
| Evaluate Evidence of Goods Tendered and Services Rendered | Determine the workflow and the supporting documentation needed based on the terms of the contract and the data on the evidence of goods tendered and services rendered. | Perform Receipt, Acceptance and Return |
| Evaluate Family Support Services | This activity is associated with gathering feedback information and evaluating whether the goals of the Family Support needs assessment are being achieved. This includes producing a Family Support service evaluation report to evaluate the services being provided, whether goals are being met, identification of additional services, documenting issues, and the identification of Members or family members who no longer require Family Support services. | HL Manage Quality of Life |
| Evaluate Full Rate Production Readiness | This process evaluates readiness for Full Rate Production of a weapon system through contracting for economic production quantities following stabilization of the system design and validation of the production process from the Low- Rate Initial Production. | |
| Evaluate Human Resources Recovery Care Plan | This activity is associated with evaluating whether the goals of a Human Resources (HR) Recovery Care Plan are being achieved and preparing Recovering Service Member (RSM) to return to duty, separate, or retire. This activity also includes producing a periodic recovery plan assessment report to evaluate the services being provided to the RSM, determine if goals are being met, and the identification of RSMs who no longer require services from the Human Resources (HR) Recovery Coordination Program (RCP). | HL Manage Human Resources Recovery Coordination Program |
| Evaluate Liability Information | Evaluate liability information to record and manage DoD's obligation. This information provides the necessary documentation to establish the accounts payable and accrued liabilities for general ledger posting. | Accept Goods and Services Finalize Acceptance IGT-IPP Systems View - Part 1 Manage Liabilities Manage Sales and Procurement Perform ESOH Services |
| Evaluate Manpower Change Request | This activity is associated with analyzing and validating the Manpower Change Request received. This activity may also be associated with notifying the organization that the change request has been determined to be an invalid request. | HL Manpower - Process Manpower Change |
| Evaluate Organization Change Request | This activity is associated with analyzing the Change Request or Mission/Force structure change. Force Structure refers to the organizations, units, personnel and equipment that comprise the Department of Defense. | HL Manpower - Manage Organizational Structure |
| Evaluate Payable Request Information | Review documentation to determine if information necessary to establish payable is complete and authorized. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Evaluate Performance Management Programs | This activity is associated with determining the effectiveness of the program in terms of individual employee performance plan alignment to agency mission and goals, determining the relationship of employee ratings distribution to organizational achievements, determining the use of validated competencies, employee understanding of relationship between expected results and agency goals, and determining the use of balanced and credible measures and ability of supervisors to make meaningful distinctions in performance. This activity may also include This review may be conducted using appropriate evaluation tools such as 360 ratings, supervisor feedback, self-assessment and employee surveys. This review should be conducted periodically, as scheduled by the agency, but not less than every two to three years for established programs and annually for new programs. | HL Administer Performance Evaluation |
| Evaluate Personnel Performance | This activity is associated with reviewing the individual's personnel/pay record by the rating chain, assessing the individual's performance, documenting their assessment, and submitting the performance evaluation to the next rater in the individual's rating chain as necessary. This activity may also include reviewing the initial assessment by the next level of rater and documenting their concurrence or non-concurrence to the assessment, plus providing any comments. | HL Administer Performance Evaluation |
| Evaluate Program Information | Evaluate program information to ensure consistency and compliance with the fiscal guidance, joint programming guidance, and technical programming guidance. | Perform Programming |
| Evaluate Program Milestone A | This process step evaluates the initial capabilities document and plan to analyze technology alternatives for the selected development concepts. Approval by the Milestone Decision Authority allows the effort to develop an acquisition effort and a plan for technology development. The Milestone Decision Authority may terminate the effort or request modifications to the documents and concepts. | |
| Evaluate Program Milestone B | This process step evaluates analysis conducted during the program development phase. The Milestone Decision Authority reviews the recommended program baseline, technology development, and risks. Approval allows the creation and implementation of an Acquisition program. The Milestone Decision Authority may terminate the effort or request modifications to the baseline. | |
| Evaluate Program Milestone C | This process step evaluates progress in the weapons system development before continuation in the program life-cycle. Program Manager reduces integration and manufacturing risk by ensuring the program demonstrates fulfillment of requirements, achieves desired capability, delivers appropriate technology, implements human system integration, operational supportability, interoperability, safety and utility. Approval by the Milestone Decision Authority allows the program to proceed to the low rate production phase. The Milestone Decision Authority may terminate the program or request modifications to the system and program plan. | Execute Program |
| Evaluate Report | Evaluate report request to identify the reporting period, type of report, and level of reporting activities. | Perform Financial Reporting |
| Evaluate Sourcing Plan | Evaluating the need to modify the sourcing plan based on external events. | Award Procurement Instrument |
| Evaluate Strategic Goals | Evaluate strategic goals to analyze, evaluate, and provide alternative plans, programs, and budgets for DoD's objectives, projected threats, allied contributions, estimated costs, and resource constraints. This information is also used for synthesizing strategic documents and prioritizing programming. | Perform Programming |
| Evaluate Whether Further Investigation Is Warranted | Review additional supporting collection documentation to determine if enough information exists to properly identify collection. If enough information exists, generate business event to post to appropriate account or reject back to functional area. | IGT-IPP Systems View - Part 1 Manage Collections |
| Execute Acceptance Transactions | This process officially authorizes acceptance of Real Property. | Perform Receipt, Acceptance and Return |
| Execute Apportionment and Allocate Funds | This process establishes the budget authority and distribution of funds to appropriate services and agencies as the beginning of the execution process. This process records an agency's budgetary resources and supports the establishment of legal budgetary limitations within the agency, including appropriation warrants, apportionments, reapportionments, transfer allocations, and continuing resolutions. It also supports the establishment of funding to agencies that are not subject to apportionment. | Budget-to-Report Manage Budgetary Resources |
| Execute Continuing Resolution | This process focuses on identifying amounts available and additional authority request for distribution under the Continuing Resolution Act. | Budget-to-Report Manage Budgetary Resources |
| Execute Contract | This is the process whereby funded requirements with commitments result in a contract award or an intragovernmental order acceptance and acknowledgement. | Manage Sales and Procurement |
| Execute Contract Closeout | This process includes a set of processes supporting contract and order closeout procedures from contract or order closure confirmation to archiving contracts or orders in accordance with statutory regulations and best business practices. | Administer the Contract |
| Execute Demotion | This activity is associated with executing the demotion decision, updating the Member's personnel/pay record, and notifying the appropriate parties (e.g., Commander, housing authorities, Civilian Personnel Office) of the demotion. | HL Manage Personnel Demotion |
| Execute Disbursement | Execute Disbursement supports all activities necessary to execute the payment process for warehoused transactions that have been authorized for payment. Activities within this process include, but are not limited to, payment groupings, the application of credit offsets, the generation of check and EFT ready to pay files, the certification of payment files, the confirmation and cancellation of payment files, payment cancellation with and without re-issuances, and payment remittance notifications. All activities within this process are performed in accordance with federal payment regulations including the Prompt Payment Act. | |
| Execute Disposition of Human Resources Information | This activity is associated with executing disposition actions for Human Resources Information (i.e., Human Resources Profile and Human Resources Record). The disposition of the Human Resources Information will be determined after the record or profile has been created. Disposition actions may include but not be limited to transfer from one Federal agency to another, transfer of permanent records to the National Archives, and disposal of temporary records. | HL Manage Human Resources Information |
| Execute Individual Assignment | This activity is associated with processing an individual assignment. This activity may include (but not be limited to) generating orders, performing in and out-processing, managing assignment elections. | Assign Human Resources |
| Execute Inter-Service Transfer | This activity is associated with executing the Inter-Service transfer while ensuring that the Member?s continuation of service is preserved. This activity may include (but not be limited to) updating transfer profile information and generating transfer orders, (e.g., transfer package, personnel/pay record, separation orders). | HL Administer Inter-Service Transfer |
| Execute Intra-Service Transfer | This activity is associated with executing the Intra-Service transfer while ensuring that the Member?s continuation of service is preserved. The appropriate records are updated and submitted to Human Resources (e.g., health records, Personnel/Pay record, separation orders). | HL Administer Intra-Service Transfer |
| Execute Manpower | This activity is associated with reviewing Manpower Allocation, reconciling discrepancies, updating position data and Manpower documents, and distributing Manpower documents. | Hire-to-Retire |
| Execute Micropurchase | This process is executed by the Card Holder who provides the card number to the Vendor and who creates the purchase log. The methods of purchasing include: phone, in person, internet to include:DoD/Federal Purchase System eg. DoD EMALL and Advantage. | Award Procurement Instrument |
| Execute Oath | This process includes an applicant or Member taking the oath of enlistment for enlisted personnel or oath of office for officer personnel, requesting a guest official to conduct the ceremony if desired, the oath official conducting the oath and facilitating the signing of the accession agreement, informing the applicant of restrictions on personnel conduct (DD Form 4 signed and attached to the Signed Accession Agreement), and adding this information to the applicant profile. This may also include reviewing UCMJ Articles 83,85, and 86. | Perform Service Accession |
| Execute Program | This process step includes tasks that provides the leadership and resources required for the program lifecycle execution, as approved. This includes standing up all aspects of the program organization, management of the lifecycle, and program controls. | Manage Ad Hoc Reporting |
| Execute Promotion | This activity is associated with executing a Member's promotion. This activity also includes receiving an approved promotion list, verifying the Member's continued promotion eligibility, preparing and distribution of a promotion order, and removing a promotion order for a Member's promotion declination. | HL Manage Personnel Promotion |
| Execute Real Property Acceptance Transactions | This is the process of executing the acceptance transaction(s) to achieve physical legal and fiscal accountability of Real Property. | Finalize Acceptance |
| Execute Reenlistment Agreement | This activity is associated with preparing reenlistment agreements, executing the Oath of Enlistment, obtaining the appropriate signatures for the reenlistment agreements (e.g., Reenlistment/Career Counselor, Commissioned Officer, Member), and updating the Members' profile. | HL Administer Reenlistment Process |
| Execute Reimbursements | This activity is associated with certifying reimbursement expense information, scheduling reimbursement processing, and updating the pay profile with reimbursement information (e.g., reimbursement type, reimbursement amount, and reimbursement date). | HL Manage Reimbursements |
| Execute Requisition | Execute Requisition consists of requesting goods and/or services, which includes, but is not limited to the following activities: generating the request; receiving the appropriate approvals from management indicating the validity of the request; validating that funds are available; reserving the funds necessary for the request via a financial commitment transaction; and routing the request to the buyer with the information necessary for final approval and sourcing. | |
| Execute Rescission, Cancellation and Deferrals | This process describes the withdrawal and deferral of funds as mandated by the Appropriation Act and Impoundment Act. | Budget-to-Report Manage Budgetary Resources |
| Execute Separation | This activity is associated with executing a separation decision. This activity may include (but not be limited to) issuing and distributing the Certificate of Release or Discharge from Active Duty (DD Form 214) and other separation-related documents and updating the Member's record to reflect separation. | HL Manage Military Personnel Separation |
| Execute Sourcing Strategy | This process executes the determined sourcing plan, including solicitation activities such as preparation of pre solicitation notices, development and publication of the Request for Proposal and associated documents, source selection and negotiation. This includes the ability to establish sourcing vehicles/agreements in support of the sourcing strategy and provide the ability to register, certify and manage vendor data, as well as track past vendor performance. This includes Federal Acquisition Regulation (FAR) based commercial and non commercial agreements, and intragovernmental transactions. | Asset Accountability Common Supplier Engagement |
| File Discrepancy Report | This includes the processing of a discrepancy with the expected outcomes for the goods or services. This includes listing the goods or services you have chosen not to accept, listing the reasons for rejection, and processing discrepancy dispute updates. | Receive Goods and Services |
| Finalize Acceptance | This process includes the act of an authorized representative assuming ownership and accountability of existing identified goods tendered or approved specific services rendered. This includes final review and signing of documentation that triggers final payment, asset accountability, inventory record updates, etc. For intragovernmental orders, acceptance is deemed to occur constructively, unless otherwise denoted in the order, on the 7th calendar day after the Government buyer receives delivery of supplies or performance of services in accordance with the terms and conditions of the order, unless there is a disagreement over quantity, quality, or compliance with other terms and conditions of the order. The trading partners may specify a longer period for constructive acceptance in the solicitation and resulting order, if required, but must document in the file the justification for extending the constructive acceptance period beyond 7 days. Constructive acceptance for intragovernmental orders will trigger the payment process. The definition of constructive acceptance should not be interpreted to conflict with established/existing FAR or FMR definitions or other regulatory guidance. This definition is strictly to apply to intragovernmental reimbursable transactions only, and occurs after initial acceptance by the government. | Accept Goods and Services |
| Finalize Request for Proposal | This process includes preparation of the Request for Proposal for approval by the Contracting Officer for release to industry/suppliers. This process may include incorporation of commercial supplier comments into the Request for Proposal and incorporation of any revisions. This includes amendments to the released Request for Proposals. The intent is to prepare a publicly releasable document that communicates the Government's requirements to suppliers, and to provide sufficient information so that the suppliers are able to prepare a proposal. | Award Procurement Instrument |
| Forecast Demand | This process uses sourcing information to forecast demand and produces forecasted requirements. The intent behind forecasting is to strategically and proactively position the DoD to meet its demands and derive the best possible value from relationships with suppliers, rather than react tactically to requirements. | Develop Procurement Strategy Develop Sourcing Strategy |
| Formalize Continuing Resolution Act Baseline | A baseline is established of budget authority anticipated to meet outstanding obligations according to a projected rate of expenditure for a presumed CRA period, The base is used to maintain adjustments to authorized events as they occur and provide expenditure control during a CRA period. | Execute Continuing Resolution |
| Formulate Additional Authority Request to OMB | Formulation of a request for additional budget authority entails estimating the amounts to be carried forward from prior periods, new funding for meeting steady state operations and justification for additional funding to meet new or updated requirements, at stipulated rates or rates prescribed by authoritative guidance. | Execute Continuing Resolution |
| Formulate Applicant Mitigation Plan | This activity is associated with formulating a mitigation plan for an applicant that failed any part of the recruiting or accession process. This information may include (but not be limited to) name, goals to be completed, and dates of goal completion. | HL Manage Recruiting |
| Formulate Report | This process steps combines information received from the acquisition program, external sources, and other DoD organizations to satisfy reporting requirements and format. | Manage Periodic Reporting |
| Formulate Response | This process step combines information received from the acquisition program, external sources, and other DoD organizations to satisfy inquiries or requests for information. | Manage Ad Hoc Reporting |
| Forward Applicant Processing Data | This process includes providing applicant information received by the recruiter or Service guidance counselor/liaison to the Military Entrance Processing Station (MEPS) personnel for applicant processing. | Perform Preliminary Screening |
| Forward Reason Applicant Not Eligible to Process | This process includes sending processing ineligibility information, based on the applicant information provided, to the recruiter or Service guidance counselor/liaison. Reasons why applicant is not eligible to process may include (but not be limited to) results from invalid social security match. | Perform Preliminary Screening |
| Generate Accession Agreement | This process includes producing the accession agreement. This may include (but not limited to) capturing the length of service commitment, rank and enlistment bonus agreed to between the applicant and the Service, and is acknowledged by the applicant. This information is updated in the applicant profile. | Perform Service Accession |
| Generate Accession Shipping Order | This activity is associated with executing an accession shipping order. This activity may also include (but not be limited to) preparing a accession shipping order, populating a accession shipping order, providing a accession shipping order decision, and distributing a accession shipping order. | Perform Accession Shipping |
| Generate Accession Shipping Packet | This process includes generating an accession shipping packet. | Perform Accession Shipping |
| Generate Accrued Payroll Liability Pro Forma Entries | Generating accrued payroll liability pro forma entries consists of using business information pertaining to accrued payroll liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Action Plan | This process entails determining the steps necessary to satisfy the customer's request. This may be derived from an understanding of past performance as well as an awareness of future expectations. The action plan may include project schedule and milestones, resources, assumptions, data sets (timeframe, category, source, units of measure, etc.), constraints, and deliverables. In addition, this process tries to leverage past action plans for reuse. | Perform Cost Analysis |
| Generate Actuarial Pro Forma Entries | Generating actuarial liability pro forma entries consists of using business information pertaining to actuarial liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Billing Document | FBwT: Generate demand for payment that includes account number, debtor information, remittance instruction, amount owed, and payment due date. Use the established receivable and billing options to generate the bill also includes consolidated billing and statement billing. BEA 10: Generate demand for payment that includes bill number, account number, debtor information, amount owed, payment terms and conditions (including the remittance instructions) and payment due date. Use the established receivable and billing options to generate the bill also includes consolidated billing and statement billing. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Generate Budget Decisions | Generate a budget decision document to reflect the decisions of the SECDEF as to what appropriate program and funding to be included in the annual defense budget request which, in turn, is included in the President's Budget. | Perform Budgeting |
| Generate Budgetary Resources Pro Forma Entries | Generate the appropriate pro forma entries to record the financial impact of receiving budgetary resources. The pro forma entries will provide the general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Execute Apportionment and Allocate Funds |
| Generate Cancel Payment Request | Generates a cancel payment request to the Disbursing Officer because the payment contains invalid amount, appropriation, or payee. | Manage Procurement Entitlement |
| Generate Capital Lease Liability Pro Forma Entries | Generating capital lease liability pro forma entries consists of using business information pertaining to capital lease liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Commitment and Obligation Pro Forma Entries | Generating commitment and obligation pro forma entries consists of using business information pertaining to the recording of current year commitments and obligations without an advance captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Execution Fund Account |
| Generate Congressional Tracking Report | In this process, a report documenting the changes at the line item level for all unexpired years is generated by the Comptroller. This includes supplemental appropriations and rescissions, spreads of Congressional undistributed adjustments, general provisions, below threshold reprogramming, and actions required by other laws. | Track Congressional Actions |
| Generate Contingency Accrued Liability Pro Forma Entries | Generating accrued contingency liability pro forma entries consists of using business information pertaining to accrued liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Correcting Pro Forma Entries | Generating correcting pro forma entries consists of using business information pertaining to anomaly corrections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Execution with Treasury Perform Financial Reporting |
| Generate Custodial Liability Pro Forma Entries | Generating custodial liability pro forma entries consists of using business information pertaining to custodial liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Debt Offset Pro Forma Entries | This pro forma entries reflects all data that has been processed along with other financial information needed to post and update the General Ledger associated with debt offsets. Updating the General Ledger includes reflecting the result of the operational event as debit and credit entries to both proprietary and budgetary General Ledger accounts. | Manage Delinquent Debt |
| Generate Deferral Report | A report of deferral actions is prepared and submitted to OMB containing detailed descriptions of proposed amounts to defer; accounts, projects, and Government functions/activities involved; description of deferral justification, as well as the impact(s) of the deferrals. Other relevant facts regarding the impact and justification of deferral actions proposed are included. | Execute Rescission, Cancellation and Deferrals |
| Generate Demand Letter | This process generates the demand letters based on customer type and billing conditions. Allow for creation of payment plans, credit reform, Promissory note, amortization schedule, payment coupons. Determine bond sufficiency that should be generated online with access to the public for information and remittance instructions. Demand letter must be generated at least once at 30 days, but is normally generated at 30, 60, and 90 days. | Manage Delinquent Debt |
| Generate Disbursement In-Transit Pro Forma Entries | Disbursements that have been processed by the DoD but not yet confirmed by Treasury must be posted to a Disbursement In-Transit general ledger account. Based on information generated during the disbursing process, the Generate Disbursement In-Transit Pro Forma Entries process defines the specific debit and credit effect to the general ledger that must be recorded. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Generate Disbursement Pro Forma Entries | Generating disbursement pro forma entries consists of using business information pertaining to disbursements captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Generate DoD Fund Balance for Prevalidation Request | FBwT: Generate the DoD Fund Balance for the Procurement Entitlement process in response to a request for prevalidation of a commercial disbursement. | IGT-IPP Systems View - Part 2 |
| Generate Draft Baseline Report | Reprogramming provisions tracked using the base, including authorized reprogramming actions, serve to track both the undistributed budget authority requested and/or approved for reprogramming as well as the internal distributions of this authority to the Components. The draft report is reviewed by the components and changes coordinated through the OUSD (C). An audit trail of reprogramming, i.e., transferring budget authority during the period of availability, is maintained, based on Congressional or management parameters and guidance regarding both the originally enacted purpose/scope/use and intended purpose/scope/use of the budget authority. The draft base report information is coordinated among the Components to arrive at decisions for the intended realignment of budget authority among the stakeholders. The draft base report includes guidance/stipulations for the distribution and use of reprogrammed budget authority. | Manage Baseline for Reprogramming |
| Generate Draft Budget Decision | Generate draft budget decision that represents preliminary decision on the component's budget proposals. | Perform Budgeting |
| Generate Draft Program Report | The DD 1414 request baseline is updated with changes authorized and inserted into the DD1414 under the Congressionally mandated format. Changes include actions from the entire chronology of previous as well as current requests and actions taken throughout the life of appropriation provisions and section of the act authorizations, requests, enactments and resolutions. Additionally, an automated reconciliation of the actions included in the chronology is performed to agree funding requests and balance levels in the Accounting system. | Manage Report of Programs |
| Generate Draft Rebaseline Report | Certain Congressional and/or managerial actions occur, after an initial baseline is established, that impact the base and threshold amounts of the initial base, requiring updates to and rebaselining of original reprogramming bases and associated thresholds. Such actions include adjustments, e.g., deferrals, and funding rescissions. Generation of a rebaseline (report) is then used to track the effect of subsequent reprogramming actions on the budget authority base, reprogramming and the status of activity impacting the threshold limits. | Manage Baseline for Reprogramming |
| Generate Environmental Accrued Liability Pro Forma Entries | Generating accrued environmental liability pro forma entries consists of using business information pertaining to accrued environmental liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Fiduciary Net Asset Pro Forma Entries | Generating fiduciary net asset pro forma entries consists of using business information pertaining to contributions, withdrawals and distributions that directly impact beneficiary equity, as well as fiduciary inflows and outflows captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Post to General Ledger |
| Generate Final Unapproved Trial Balance | Generate final unapproved Trial Balance that includes closing transactions posted for financial report level review, analysis, and reconciliation. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Generate Financial Reports | This process step generates the appropriate general ledger account balances report, financial statements, and other financial reports as required to meet the internal and external financial reporting requirements. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Generate Forecast | This process applies the finalized assumptions to the outputs from the populated model in order to generate the forecast. Examples of forecasting techniques include Exponential Smoothing (simple, linear, Box-Jenkins, Holt, Winters), Time Series Regression (simple, multiple, and non linear), Test of best fit, (F-test), ARCH, GARCH, Monte Carlo Simulation, etc. Note that this is not meant to be an all inclusive list. | Perform Cost Analysis |
| Generate Funds Status Report | Generate Funds Status Report to support the tracking and management of budget authority. | Manage Execution Fund Account |
| Generate General Ledger Transactions | Transform the Recordable Business Transaction Information into a general ledger transaction. This is accomplished by assigning the Pro Forma entries to the business transaction and populating the attributes and assigning the accounting period and a posting date. This is accomplished by posting the pro forma entries, smart code, and attributes. | IGT-IPP Systems View - Part 2 Post to General Ledger |
| Generate Interfund Billing | The Interfund Billing process generates a credit to the selling appropriation or fund. This is generated by the seller or the entity that owns the material and charges the purchasing appropriation or fund or entity buying the material. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Generate Offsetting Liability or Receivable Pro Forma Entries | Generating Offsetting Liability or Receivable Pro Forma Entries consists of using business information pertaining to accounts receivable or accounts payable offsets captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Offsetting Receivable Liability Pro Forma Entries | These pro forma entries reflect recording of unearned revenue along with other financial information needed to post and update to the General Ledger. Updating the General Ledger includes reflecting the result of the operational event as debit and credit entries to both proprietary and budgetary GL accounts. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Generate Other Accrued Liabilities Pro Forma Entries | Generating other accrued liabilities pro forma entries consists of using business information pertaining to other accrued liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Other Financial Reports | This process step generates financial reports that are not contained in Financial Statements. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Generate Personnel Grade Change Order | This activity is associated with executing a personnel grade change order. This activity may also include (but not be limited to) preparing a personnel grade change order, providing a personnel grade change order decision, distributing a personnel grade change order, verifying personnel grade change eligibility to ensure that Members are not disqualified from the orders generation process. Personnel grade change orders are authorizing documents (e.g., Army, AF - Orders, Navy - NAVAdmin, and MC - MARAdmin) pertaining to the decision to promote or demote a Member. | Hire-to-Retire |
| Generate Pre Payment Pro Forma Entries | Generate pre payment pro forma entries to record an expense that was paid in advance. These pro forma entries consist of using business information pertaining to prepaid expense captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Generate Pro Forma Entries for a Refund of An Advance | Generating refund of advance pro forma entries consists of using business information pertaining to refunds of an advance captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Accounts Payable | Generating accounts payable pro forma entries consists of using business information pertaining to accounts payable captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Pro Forma Entries for Adjustments to Paid Delivered Orders | Generating adjustments to paid delivered orders pro forma entries consists of using business information pertaining to upward and downward adjustments to disbursements captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Generate Pro Forma Entries for Adjustments to Unpaid Delivered Orders | Generating adjustments to unpaid delivered orders pro forma entries consists of using business information pertaining to adjustments delivered obligations unpaid, captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Pro Forma Entries for Advance Received Collection | Generating advance received collection pro forma entries consists of using business information pertaining to collections of advances received captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Allowance for Loss on Accounts Receivable | Generates the appropriate debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with allowance for loss on accounts receivables. | Manage Delinquent Debt |
| Generate Pro Forma Entries for Billed Collection | Generating billed collection pro forma entries consists of using business information pertaining to collections against billings captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Cancellation of an Accrued Liability | Generating cancellation of an accrued liability pro forma entries consists of using business information pertaining to cancellation of accrued liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Pro Forma Entries for Clearing Account | Generating clearing account pro forma entries consists of using business information pertaining to clearing account transactions captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Contract Holdback | Generating contract holdback pro forma entries consists of using business information pertaining to contract holdbacks captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Pro Forma Entries for Deposit Account | Generating deposit account pro forma entries consists of using business information pertaining to deposit account transactions captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Pro Forma Entries for Donation | Generating donation pro forma entries consists of using business information pertaining to donations captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Pro Forma Entries for Intragovernmental Order Closure | Generating Intragovernmental order closure pro forma entries consists of using business information pertaining to close out actions and IGT transactions captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 2 |
| Generate Pro Forma Entries for Inventory and General Property, Plant & Equipment | Generating inventory and general property, plant and equipment pro forma entries consists of using business information pertaining to the purchase, sale or disposition, transfer, reclassification and adjustment, including the recognition of gain or loss, depreciation, amortization, and depletion captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 2 Post to General Ledger |
| Generate Pro Forma Entries for Investment Collection | Generating collection pro forma entries consists of using business information pertaining to investment collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Pro Forma Entries for Liquidated Penalty, Administrative Fees, Interest | Generates the appropriate debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with the application of collections against penalties, administrative charges, and interest fees on overdue receivables. | Manage Delinquent Debt |
| Generate Pro Forma Entries for Penalty, Administrative Fees and Interest | Generates the appropriate debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with calculated penalties, administrative charges, and interest fees on overdue receivables. | Manage Delinquent Debt |
| Generate Pro Forma Entries for Post Cancel Payment | Generating post cancel payment pro forma entries consists of using business information pertaining to payment cancellations captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Pro Forma Entries for Previously Unidentified Billed Collection | Generating previously unidentified billed collection pro forma entries consists of using business information pertaining to previously unidentified billed collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Clearing Account | Generating previously unidentified clearing account pro forma entries consists of using business information pertaining to unidentified clearing account transactions captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Investment Collection | Generating previously unidentified investment collection pro forma entries consists of using business information pertaining to previously unidentified investment collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Refund of an Advance | Generating previously unidentified refund of an advance pro forma entries consists of using business information pertaining to previously unidentified refunds of an advance captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Revenue Collection | Generating previously unidentified revenue collection pro forma entries consists of using business information pertaining to previously unidentified revenue collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Unbilled Collection | Generating previously unidentified unbilled collection pro forma entries consists of using business information pertaining to previously unidentified unbilled collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Previously Unidentified Undeposited Account | Generating previously unidentified undeposited account pro forma entries consists of using business information pertaining to previously unidentified undeposited account collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Pro Forma Entries for Revenue Collections | Generating pro forma entries consists of using business information pertaining to revenue collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Transfer of Accounts Payable | Generating transfer of accounts payable pro forma entries consists of using business information pertaining to the transfer in and transfer out of accounts payable without reimbursement captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Liabilities |
| Generate Pro Forma Entries for Transfer of Accounts Receivable | Generating transfer of accounts receivable pro forma entries consists of using business information pertaining to the transfer in and transfer out of accounts receivable without reimbursement captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Receivables |
| Generate Pro Forma Entries for Unbilled Collection | Generating unbilled collection pro forma entries consists of using business information pertaining to unbilled collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Undeposited Account | This Pro Forma Entry confirms the capture of undeposited account financial information needed to post and update to the General Ledger. Updating the General Ledger includes reflecting the result of the operational event as debit and credit entries to both proprietary and budgetary General Ledger accounts. | Manage Collections |
| Generate Pro Forma Entries for Unidentified Collection | Generating pro forma entries consists of using business information pertaining to unidentified collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Collections |
| Generate Pro Forma Entries for Waiver | Generates the appropriate debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with the waiver on overdue receivables. | Manage Delinquent Debt |
| Generate ProForm Entries for Previously Unidentified Deposit Account Collection | Generating collection pro forma entries consists of using business information pertaining to previously unidentified deposit account collections captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Manage Collections |
| Generate Program Decision Memorandum | Generate Program Decision Memorandum to formally document the directives from the Deputy and Secretary of Defense on issues raised during POM review. | Perform Programming |
| Generate Receivable Pro Forma Entries | This pro forma entries reflects all receivable data that has been processed along with other financial information needed to post and update to the General Ledger. Updating the General Ledger includes reflecting the result of the operational event as debit and credit entries to both proprietary and budgetary General Ledger accounts. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Generate Reconciled Draft Report | In this process, the automated reconciliation against funding levels in the Accounting system have been performed and a draft reconciled report is generated. | Manage Report of Programs |
| Generate Record of Emergency Data | This process includes completing or updating a record of emergency data. This may include an applicant's signature, list of names, telephone numbers, and addresses of spouse, children, and any other person(s) designated as beneficiaries for certain benefits or person(s) to be notified in the event of an emergency situation. | Perform Service Accession |
| Generate Remedial Action Plan | If further analysis is warranted, a Remedial Action Plan is developed to attempt to address the customer's requirements using alternative means. After analyzing previously denied requests, the cost revenue performance manager should develop a strategy for resolving the underlying issues that need to be addressed. This process outlines the specific steps that need to be taken by the cost revenue performance manager to create new capabilities, improve its customer service offerings, or alleviate irrelevant requests for information from customers that are unduly occupying the cost revenue performance manager's resources. | Define Cost Performance Model Perform Cost Analysis |
| Generate Rescission, Cancellation and Deferral Pro Forma Entries | Generating rescission, cancellation and deferral pro forma entries consists of using business information pertaining to the full or partial deferral, reduction (both temporary and permanent), cancellation or recission of authority from enacted legislation captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | Execute Rescission, Cancellation and Deferrals |
| Generate Subsidy Accrued Liability Pro Forma Entries | Generating accrued liability pro forma entries consists of using business information pertaining to subsidy accrued liabilities captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Unearned Revenue Accrued Liability Pro Forma Entries | Generating unearned revenue accrued liability pro forma entries consists of using business information pertaining to unearned revenue captured during operations to determine the appropriate general ledger account updates (debits or credits to proprietary, budgetary, or memorandum accounts). | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Generate Write-Off Pro Forma Entries | Generates the appropriate debit and credit affects to proprietary, budgetary, or memorandum general ledger accounts associated with the debt write-offs on overdue receivables. | Manage Delinquent Debt |
| Hire Employee | This activity is associated with extending job offers, determining terms of offers, responding to job offers, initiating pre-employment processes, certifying compliance with pre-employment requirements, bringing selectees on board (Entrance on Duty), and closing out case files. | HL Manage Civilian Staff Acquisition |
| Hire-to-Retire | Hire to Retire encompasses all business functions necessary to plan for, hire, classify, develop, assign, track, account for, compensate, retain and separate the persons (i.e., military members, civilian employees, contractors, noncombatant evacuees, volunteers) needed to accomplish aspects of the DoD mission. | Hire-to-Retire |
| Identify Accepting Officials | This process identifies accepting official(s) to execute the Real Property Acceptance Transaction(s). | Perform Receipt, Acceptance and Return |
| Identify and Reserve Supply Chain Resources | This process locates, identifies, reserves, and synchronizes materiel, support personnel, and/or services for specific orders, and commits and schedules a delivery date to initiate the transport of property and forces to a requested destination within identified resource constraints and budgetary guidelines. (SCOR D1.3, DR1.4) | Deliver Property and Forces Develop Sourcing Strategy IGT-IPP Systems View - Part 1 Process Requirement |
| Identify Appropriation Line Item Amount | In this process, a specific rescission has been identified and the appropriate line item amounts of the specific rescission must be identified. | Execute Rescission, Cancellation and Deferrals |
| Identify Available Education Resources | This activity is associated with reviewing requirements and determining the availability of resources necessary to conduct an educational program. This activity may include (but not be limited to) identifying available instructors, facilities, supplies, and other resources and managing the scheduling of those resources to enable the delivery of an education course or programs. | HL Manage Education |
| Identify Available Individual Training Course Resources | This activity is associated with reviewing requirements and determining the availability of resources necessary to conduct an individual training course. This activity may include (but not be limited to) identifying available instructors, facilities, supplies, and other resources and managing the scheduling of those resources to enable the delivery of an individual training course. | HL Manage Individual Training Course |
| Identify Candidates to Fill Requisition | This process includes identifying potential candidates for a personnel requisition. The evaluation will result in the identification of Members whose qualifications match the personnel requisition criteria and are eligible for an assignment, Members who are in the assignment window, Members with career preferences, and Members who have volunteered for the advertised personnel requisition. | HL Manage Assignment |
| Identify Capital Lease Asset Account Involved | Identify and record the capital asset identified per the capital lease agreement. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Identify Career Path Requirements | This activity is associated with identifying career path requirements based on new requirements to meet Department of Defense (DoD) occupational needs. This activity may include (but not be limited to) establishing a position and grade structure for a career path and identifying any physical and competency requirements necessary to perform the occupation. | HL Manage Career Path |
| Identify Education Requirements | This activity is associated with identifying education requirements based on new education proposals and deficiencies to meet Department of Defense (DoD) education needs. This activity is also associated with identifying current courses for updating based off of course evaluations and other factors. | HL Manage Education |
| Identify Eligible Receivables | Identify legally enforceable public debts that are eligible for referral for collection. | Manage Receivables |
| Identify Individual Training Course Requirements | This activity is associated with reviewing the personnel development plan to identify what training courses need to be developed or updated. This activity is also associated with identifying current courses for updating based off of course evaluations and other inputs. | HL Manage Individual Training Course |
| Identify Inspection and Verification Participants | This process identifies key organizations to inspect and verify the status of real property based on services rendered. | Perform Receipt, Acceptance and Return |
| Identify Member for Involuntary Enlistment Extension | This activity is associated with receiving notification to involuntarily extend Member(s) due to a declaration of war, stop loss, or administrative reasons (e.g., medical, UCMJ), and identifying Member(s) for involuntary extension because war has been declared, stop loss has been imposed, or as a result of an administrative action. This activity may also be associated with counseling and notifying a Member whose enlistment is involuntarily extended, which may include counseling on the type of extension, the anticipated duration, and actions/activities that must occur prior to the extension being lifted. | HL Manage Enlistment Extension |
| Identify Member for Retirement | This process includes identifying a Member for involuntary retirement based on pre-established regulatory criteria and the Member's qualifying information. | Manage Military Personnel Retirement |
| Identify Mission List | This activity is associated with identifying missions that need to be accomplished based on the Organization/Component-specific planning guidance. Missions are the official tasking by a higher authority that accomplish warfighting and support requirements for specific Department of Defense (DoD) Components. Missions can include modifications to current Organization/Component missions based on the DoD's strategic goals, policy, directives, force structure, and warfighting strategies of higher authority. | HL Manpower - PPBE |
| Identify Programmatic Issues | Identify programmatic issues to be incorporated in an issue paper and compiled into an issue book. | Perform Programming |
| Identify Promotion Candidates | This activity is associated with supporting the determination of eligibility for promotion, reviewing promotion eligibility requirements including promotion criteria, and identifying promotion candidates, which may include soliciting recommendations from an Approval Authority for promotion candidates. | HL Manage Personnel Promotion |
| Identify Property and Materiel for Return or Disposal | This process addresses actions to utilize planned policies, business rules, and product operating conditions inspection as criteria to identify and confirm that material is excess to requirements, defective, or requires repairs outside organic capability to include requesting disposition instructions and authorization to return or dispose. This process also addresses actions to identify and confirm the disposal actions of real property to include but not limited to demolition or transfer. (SCOR SR1.1, SR1.2, SR1.3) | Dispose or Return Property and Materiel |
| Identify Spread | In this process, budget projections, appropriated amounts and accounting balances are analyzed and the target appropriations are identified for rescission. | Execute Rescission, Cancellation and Deferrals |
| Implement Case in Foreign Military Sales Trust Fund | This activity implements a specific Letter of Offer and Acceptance document in the Foreign Military Sales Trust Fund. Letters of Offer and Acceptance documents (Basic, Amendment, Modification and Lease) are implemented upon acceptance and receipt of a deposit, if required. On an exception basis, DSCA may authorize emergency implementation when the document is in accepted status and prior to receipt of the required deposit. This activity establishes the contract authority for the implemented case and records budgetary resources at the case level. | Budget-to-Report Implement Case in Foreign Military Sales Trust Fund |
| Implement Compromise Agreement | Upon receipt of documentations and approvals, implement the compromise agreement within the terms and conditions agreed with the debtor. | Manage Delinquent Debt |
| Implement ESOH Solution | This process encompasses the design, implementation and monitoring for successful implementation of the selected ESOH solution. It includes all actions taken to achieve the operational controls and outcomes specified in the ESOH Control Agreement. The outcome of this activity is the elimination of the ESOH aspect of concern. | Perform ESOH Services |
| Implement Manpower Change Request | This activity includes the applying the approved manpower changes, modifying policy so the force manager can implement the given policies, and updating the Manpower document to reflect changes. | HL Manpower - Process Manpower Change |
| Implement Unit Structure | This activity is associated with executing the unit structure that meets the mission requirements. | HL Manpower - Manage Organizational Structure |
| Improve And Validate Assumptions | This process re-examines the preliminary assumptions and either accepts, improves, rejects, or adds assumptions based upon the research conducted. | Perform Cost Analysis |
| Inactivate Unit | This activity is associated with designating a unit or group as not in use or non-operational. An inactive unit is available for activation when needed. This activity also includes the disestablishing, decommissioning and deactivating of a unit, both active duty and reserves that were activated. | HL Manpower - Manage Organizational Structure |
| Incorporate Annual Performance Report into Financial Statement Package | Receive DoD's annual GPRA performance report for the DoD's performance information that includes the Department's strategic plan, objectives, annual performance goals, and annual performance results for a specific fiscal year in accordance with the Government Performance and Results Act. This information will be combined with the financial statements and footnotes to prepare the DoD's Performance and Accountability Report. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Incorporate Changes | A Report of Programs, (DD1416) representing the status of Reprogramming Action requests and actions taken is generated and submitted at least annually to the Congress for review, adjustment, denial, or approval of reprogramming action requests. | Manage Report of Programs |
| Incorporate Comments | The OSD(C) receives and evaluates proposals from the Component and incorporates accepted ones. | Manage Report of Programs |
| Incorporate Congressional Feedback | Feedback received from reviews of a reprogramming request that includes specific adjustments, restrictions, rejections and/or approvals. Enactment of reprogramming resolutions or legislation can occur with these special provisions. The feedback received is incorporated into the DoD reprogramming base, including enacted reprogramming authorizations with associated threshold amounts. The enacted reprogramming authority serves as a baseline for tracking subsequent reprogramming distributions of budget authority internally and the uses made of the reprogrammed authority within base thresholds. | Manage Baseline for Reprogramming |
| Incorporate Feedback | Feedback is received from components and incorporated into a reprogramming baseline to reflect an accurate and current view of the status of existing thresholds to properly assess the implications of reprogramming requests, and actions taken. | Manage Baseline for Reprogramming |
| Incorporate Joint Chief of Staff Feedback | Incorporate the Joint Staff feedback and analysis on the program proposals from the components. | Perform Programming |
| Inform Appropriate Parties of Performance Evaluation | This activity is associated with notifying the appropriate parties including (but not limited to) the Member being evaluated and the Member's rating chain of the upcoming evaluation. | HL Administer Performance Evaluation |
| Initiate APB Revision | The subactivity of Manage Oversight Information that, when triggered by an APB deviation or breach, performs an analysis of alternatives and documents the result in an APB Revision. | Execute Program Sub-Process APB Revision |
| Initiate Casualty Process | This activity is associated with the initial review and categorization (e.g., deceased, missing, and injured) of a casualty incident, creating a casualty report (initial and supplemental) to capture findings (e.g., casualty status, casualty type, and casualty classification), notifying the next-of-kin (NOK), requesting casualty assistance, and identification of casualty information which may be released to the media and NOK. | HL Manage Personnel Casualty |
| Initiate Closeout Intragovernmental Instrument or Order | This process is an administrative closeout by the buyer and seller of the intragovernmental order and agreement after receiving evidence of its physical completion. For intragovernmental orders and agreements, this process includes coordination with the Government supplier to ensure the order and agreement is ready for closeout. At the outset of this process, the order funds status and excess funds requiring de-obligation must be reviewed. This process describes the final closeout process of the order and agreement, as detailed by closeout checklist in Federal Acquisition Regulation (FAR) Part 4.804. | IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Initiate Labor Bargaining Process | This activity is associated with providing notifications and requests to bargain. Requests to bargain could be triggered by changes to conditions of employment, statutory requirements, and Government-wide Laws, Policies, and Regulations. | HL Manage Labor Relations |
| Initiate Procurement Change Request | This process involves the buyer and seller initiating a procurement change (to an agreement, order, or both) request once a change has been identified in the monitoring stage. The scope of the change request will determine the point of return in the process. Some change requests will return to the procurement owner for approval. Some changes will be administrative and may be handled by the Contracting or DoD buyer or seller role. | Administer Procurement Instrument Execute Program Sub-process IGT-IPP Systems View - Part 1 Monitor and Improve Process Perform Instrument Closeout |
| Inspect Intragovernmental Goods | This process includes a check on kind and verification of count and condition of goods received and services rendered between two or more Federal entities. This includes evaluation of quality and compliance with the technical specifications of an Intragovernmental order agreement. A discrepancy report is created if a discrepancy is noted. This process does not apply to Intragovernmental transactions related to the receipt of real property. | IGT-IPP Systems View - Part 1 Perform Receipt, Acceptance and Return |
| Inspect Other Goods and Services | This process includes a check on kind and verification of count and condition of goods received and services rendered. This includes evaluation of quality and compliance with the technical specifications of the contract. A discrepancy report is created if a discrepancy is noted. This process applies to all goods and services, excluding real property. | Perform Inspection and Testing and Verification Perform Receipt, Acceptance and Return |
| Integrate Program Decision Memorandum | This process is the integration of the Program Decision Memorandum to assist in the preparation of DoD's Budget for Presidential Submission. | Perform Budgeting |
| Integrate Program Work Schedule | Integrate program into the work schedule to be submitted to the components. | Perform Budgeting |
| Interpret Congressional Action | An appropriation/apportionment that includes an approved rescission is reviewed and evaluated in terms of the impact on funding operations for the designated and future periods. Alternative actions might be developed to sustain initiatives, ongoing operations or new requirements | Execute Rescission, Cancellation and Deferrals |
| Interpret OMB Bulletin | Guidance received from OMB is used to calculate amounts and rates of budget authority required and expenditure limitations A baseline is created for applying adjustments to the CRA projections; The adjustments are coordinated among the Components and the OSD(C) for maintaining projections of budget authority and unliquidated obligational authority, in terms of current year end amounts and carry-forwards and for tracking actual expenditures against the projections during a CRA period. | Execute Continuing Resolution |
| Interpret Requirements | Reviews the content of the requirements to determine the proposal path and any required actions necessary to process the request for the new policy. | Manage Financial Management Policy |
| Interpret Treasury Confirmation Data | Determine whether this is a disbursement or collection confirmation. The data will be prepared for dissemination to the appropriate process. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Investigate Anomalies | Identify and analyze the trial balance anomalies to determine the required correcting business event. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Investigate Casualty Incident | This activity is associated with reviewing the casualty report for personnel categorized as deceased, missing (e.g., missing in action (MIA), captured, beleaguered, and besieged), wounded, ill or injured (i.e., seriously wounded, ill/injured, very seriously wounded, ill/injured), and investigating facts related to the casualty incident to rule out an unauthorized absence. This activity also includes creating a report which outlines findings of the investigation, duty status, circumstances surrounding the casualty, and casualty tracking information, and creating a report which outlines findings of the investigation and duty status. | HL Manage Personnel Casualty |
| Investigate Line of Duty Incident | This activity is associated with gathering and investigating facts related to the Line of Duty (LoD) incident. This may include (but not be limited to) validating the incident, reviewing LoD documentation (e.g., LoD incident information, LoD legal information, casualty information, and adverse action information) for completeness, verifying information (e.g., initial notifications, reports, forms), documenting LoD investigation findings, and providing LoD investigation findings to support in making a LoD decision. | HL Manage Line of Duty Determination Process |
| Issue Award Certificate | This activity is associated with issuing the award certificate for the award. | HL Administer Recognition Program |
| Issue Budget Planning Memorandum | Issue guidance memorandum to provide specialized instructions such as program basis for the estimates, key assumptions to be used, and special supporting material requirements. Included in this guidance will be budget material due dates and instructions for preparing estimates for the prior year (PY), current year (CY), budget years BY1, and BY2 (in the biennial budget year), and the outyears. | Perform Budgeting |
| Issue Cancel Payment Notice | Once a payment has been cancelled, the supply chain entitlement function must be notified so they can determine whether the cancelled payment must be re-processed. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Issue Credit Memo | Issue credit memo to reflect adjustment to the account. | Manage Delinquent Debt |
| Issue Identity Credential | This activity is associated with issuing an identity credential (Identity Cards (e.g., Common Access Card (CAC), Personal Identity Verification (PIV) Card, identification (ID) tags, unit controlled cards) and the information associated with them (e.g., Personal Identification Number (PIN), applets, identity information)) so that a party may be accurately identified and be able to gain access to the appropriate Department of Defense (DoD) facilities, systems and information. This includes (but is not limited to) gathering relevant identity information, verifying the appropriate party's identity, ensuring the appropriate party's identity credential eligibility, producing requests for additional identity credential service as necessary, producing and distributing the appropriate identity credential for appropriate party and updating the appropriate party's profile as necessary. | HL Manage Identity Credential |
| Issue In-Processing Checklist | This process includes creating and issuing the in-processing checklist to the Member. | HL Manage Assignment |
| Issue Out-Processing Checklist | This process includes the Specialist creating and issuing the out-processing checklist that the Member must complete before departing to a new assignment or duty station. | HL Manage Assignment |
| Liquidate Outstanding Accounts Receivable Balance | Assuming the vendor doesn't owe to DoD, pay the net amount (original amount minus holdback) to the vendor. | Manage Liabilities |
| Liquidate Outstanding Liability Balance | Liquidate outstanding liability balance such as an advance, deferred credit, and/or previously recorded unearned revenue to determine the actual amount of the receivable. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Liquidate Outstanding Penalty, Administrative Fees and Interest Balance | Apply collection to the outstanding penalty, administrative, and interest charges. Once all associated fees have been liquidated, apply remaining payment to the outstanding principal balance. This reduces the fees and principal balances. | Manage Delinquent Debt |
| Liquidate Outstanding Principal Balance | Apply funds collected to the balance of administrative fees associated with the outstanding receivable balance. | Manage Delinquent Debt |
| Maintain Accession Processing Schedule | This process includes reviewing the requested changes; ensuring resources are available to support the changes to the request; adding, updating or deleting processing schedules; Service slice; and coordinating lodging, meals, transportation and badges. | Manage Applicant Processing Scheduling |
| Maintain Accounts Payable Balance | Manage balances in Accounts Payable account. This is a recurring process of updates, liquidating events and other adjustments necessary to maintain the life cycle of an accounts payable. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Maintain Accounts Receivable Balance and Information | Maintain Accounts Receivable balances. This is a recurring process of updates, liquidating events and other adjustments necessary to maintain the life cycle of accounts receivable. Examples can include: assessments of late payment, interest, assessments of penalties, assessments of Administrative costs, application of collections on delinquent debts, and adjustments due to delinquent debts. Statuses change due to dunning referral date, the passage of time (from current to delinquent), and events that change a delinquency status (e.g., bankruptcy, referral, etc.). | IGT-IPP Systems View - Part 1 Manage Receivables |
| Maintain Accrued Liability Balance | Maintain Accrued Liability balance. This is a recurring process to record, adjust and liquidate accrued liabilities transactions. Examples include estimated and accrued liabilities for environmental cleanup, accumulated payroll benefits and other non accounts payable liabilities. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Maintain Asset Information | This process ensures that individual physical and fiscal records contained in the asset management system are fully consistent with the actual status of the asset item, including the item's physical status, valuation, etc. This process will ensure that a history of changes to both physical and fiscal aspects of assets throughout the lifecycle of the asset are maintained. | IGT-IPP Systems View - Part 1 Perform Physical Asset Accountability |
| Maintain Benefit Profile Information | This activity is associated with documenting the Member's/ employee's initial benefit selections or changes to existing benefit information (e.g., contributions, coverage and beneficiaries), ensuring all appropriate signatures were obtained and supporting documents were submitted, and notifying appropriate parties on changes to a Member's/employee's benefit information. | HL Manage Benefit Programs |
| Maintain Benefit Programs | This activity is associated with identifying changes to existing benefit programs, and coordinating changes or disestablishment of benefit programs with appropriate parties, such as various third-party health insurance program under contract to the Federal government. | HL Manage Benefit Programs |
| Maintain Career Path Requirements | This activity is associated with maintaining, updating or discontinuing an existing career path to meet mission goals or new career path requirements. | HL Manage Career Path |
| Maintain Competency Credentials | This activity is associated with maintaining credentials (e.g., adding certificates of qualification, licensing, and civilian-sector competencies of interest to the Department of Defense (DoD)) so that a person's credentials may be accurately identified. This may include (but is not limited to) reviewing credential request documents, issuing a request for additional credential service as needed, verifying the necessary information to make the changes, and updating the credentials to reflect the changes made. | HL Manage Competencies |
| Maintain Education Course Curriculum | This activity is associated with maintaining instructional curriculum and educational goals. This activity also includes maintaining educational objectives, plans, materials, tests, and development of any associated courseware. | HL Manage Education |
| Maintain Environmental Liabilities Cost Information | This process covers the creation, revision, verification and archiving of cost estimates for each environmental liability (i.e., environmental liability valuation) using a VV&A method as required. These cost estimates are for specific environmental liability sites or items in the inventory. This process includes verification and validation of the assumptions and information about environmental liability cost information throughout the existence of the liability. It also includes control activities to ensure that cost estimates are developed and properly documented by qualified personnel employing an appropriate segregation of duties. Steps covered under this process are: Create Environmental Liability Cost Estimate; Revise EL Cost Estimate; Validate EL Cost Estimate; and Document EL Cost Estimate. | Perform ESOH Services |
| Maintain Environmental Liability Site or Item Information | This process covers the assignment of a unique identifier to each environmental liability to enable unique linkage with assets associated with the environmental liability throughout the liability?s lifecycle. This process also covers the task of obtaining and maintaining standard information about each environmental liability in the inventory, and linking that information with the DoD asset(s) that are physically, chemically, or biologically impacted by the liability. This information includes the name, description (to include geospatial information for a site), and the unique identifier(s) for both the environmental liability and the affected asset(s). Steps included in this process are: Assign a Unique Identifier to an Environmental Liability; Associate Asset Unique Identifier(s) with an Environmental Liability; Create and Maintain Site/Item Information. | Perform ESOH Services |
| Maintain Human Resources Record | This activity is associated with maintaining (e.g., updating and modifying) the Human Resources Record, which is the information from the Human Resources Profile that has been determined to become part of a permanent record (e.g., recruiting, assignment, personnel/pay, benefit and medical). | HL Manage Human Resources Information |
| Maintain Human Resources Recovery Care Plan | This activity is associated with maintaining the recovery care plan based on the evaluation results. Maintenance will reflect that a Needs Assessment was conducted, and goals were identified to address the Recovering Service Member (RSM) needs. | HL Manage Human Resources Recovery Coordination Program |
| Maintain Identity Credential | This activity is associated with maintaining (e.g., adding applets to the identity credential, unlocking the identity credential, changing the associated Personal Identification Number (PIN)) all identity credentials (Identity Cards (e.g., Common Access Card (CAC), Personal Identity Verification (PIV) Card, ID tags, unit controlled cards) and the information associated with them (e.g., PIN numbers, applets, identity and biometric information)) so that a party may be accurately identified and be able to gain access to specified Department of Defense (DoD) facilities (such as Personnel Reliability Program access controlled facilities), systems, information and support distribution of authorized benefits and entitlements. This includes (but is not limited to) reviewing credential service request documents, issuing a request for additional identity credential service as needed, verifying the necessary information to make the changes (e.g., verifying identity, verifying authorization) making the requested changes if applicable and updating the identity profile to reflect the changes made. This activity will also include any temporary suspension or limitation of access associated with an identity credential. | HL Manage Identity Credential |
| Maintain Individual Training Course Curriculum | This activity is associated with maintaining, updating or discontinuing existing individual training courses and related materials. | HL Manage Individual Training Course |
| Maintain Occupation Classification | This activity is associated with amending the existing index of occupation classifications. These classifications may be either changed or archived due to the merging or elimination of career fields. | HL Manage Personnel Classification |
| Maintain Operational Duty Experience Competency | This activity is associated with maintaining operational duty (e.g., operational flying duty, operational submarine duty) experience in the increment of time specified in standards for operational experience competencies, so that a person's operational duty experience may be accurately identified. This may include (but is not limited to) reviewing operational experience competencies request documents, issuing a request for additional operational experience competencies service as needed, verifying the necessary information to make the changes, and updating the operational experience competencies to reflect the changes made. | HL Manage Competencies |
| Maintain Physical Fitness Program | This activity is associated with maintaining a physical fitness program in accordance with established fitness objectives. This activity may include (but not be limited to) educating Members on physical fitness (e.g., exercise, diet and nutrition, tobacco cessation, safety, and stress management), formally evaluating the physical fitness and body fat of Members against the prescribed standards of the respective Service during scheduled physical fitness training, and placing Members who exceed the body fat standards in a Service-directed weight control program. | HL Administer Physical Fitness Program |
| Maintain Position Data | This activity is associated with creating, updating, and deleting positions and position details, as well as identifying positions needed based on grade, skills, and quantity to fulfill mission requirements. Position details may include (but not be limited to), position identification number, name, description, requirements (e.g., skills, grades, education and training), and responsibilities. NOTE: The Navy keeps the billet identification number for any deleted position. This activity is also associated with identifying positions needed based on grade, skills and quantity to fulfill mission requirement. | HL Manpower - Manage Organizational Structure HL Manpower - PPBE HL Manpower - Process Manpower Change |
| Maintain Quality of Life Program | This activity is associated with maintaining existing and newly developed Quality of Life (QoL) programs. This includes coordinating with Department of Defense (DoD) and non-DoD entities on appropriate matters related to QoL (e.g., foreign government interactions, financial, real property and personnel matters, supplier communications), overseeing QoL program operation (e.g., providing administrative and technical guidance, ensuring safety for QoL participants and staff, gathering performance information), and taking appropriate actions to handle QoL program disestablishment (e.g., collecting debts owed to a QoL program that is being disestablished, coordinating decisions concerning program assets). | HL Manage Quality of Life |
| Make Decision on Accession Waiver Request | This activity is associated with approving or disapproving a recruiting and accession waiver request, documenting the final decision, notifying the appropriate parties, and updating the applicant information as required. | HL Manage Recruiting |
| Make Decision on Award | This activity is associated with reviewing the award recommendation request and the Member's award information and eligibility for the recommended Unit Award or Individual Achievement Award. This activity also includes approving or disapproving an award request, documenting the final decision, and notifying the appropriate parties. The award request decisions can be any of the following: Approved for higher award; Approved for recommended award; Approved for lower award; and Disapproved for recommended award. | HL Administer Recognition Program |
| Make Decision on Benefit Application | This activity is associated with approving or disapproving a benefit application, documenting the final decision, and notifying the appropriate parties. | HL Manage Benefit Programs |
| Make Decision on Candidate | This activity is associated with making a decision on a position candidate. This may include (but not be limited to) reviewing any referral comments, reviewing a candidate's resume and references, and interviewing a candidate. | HL Manage Civilian Staff Acquisition |
| Make Decision on Commissioning Program Request | This activity is associated with evaluating eligible Members on a competitive basis for admittance to any of the commissioning programs based on individual established criteria, conducting an entrance review board, and providing a decision on the commissioning program. | HL Administer Transfer between Military Personnel Classes |
| Make Decision on Compensation Eligibility | Process includes approving or disapproving a member's compensation eligibility and updating the pay profile information with the decision. | Manage Compensation |
| Make Decision on Education Enrollment | This activity is associated with reviewing enrollment information, making a decision on the enrollment request, and providing a documented decision on enrollment into an education course or program to include enrollment into an external education course or program. This activity may include (but not be limited to) reviewing the Member's profile to determine whether the Member meets course or program prerequisites and reviewing course and/or program availability. | HL Manage Education |
| Make Decision on Individual Training Course Enrollment | This activity is associated with reviewing enrollment information and providing a documented decision on enrollment into a training course. This activity may include (but not be limited to) reviewing the Member?s profile, course availability, and competency level. | HL Manage Individual Training Course |
| Make Decision on Inter-Service Transfer | This activity is associated with reviewing an Inter-Service transfer request, along with a recommendation to concur or nonconcur with the transfer, and providing a documented decision on the transfer. | HL Administer Inter-Service Transfer |
| Make Decision on Intra-Service Transfer | This activity is associated with reviewing an Intra-Service transfer request, along with a recommendation to concur or nonconcur with the transfer, and providing a documented decision on the transfer. | HL Administer Intra-Service Transfer |
| Make Decision on Occupation Classification Action | This activity is associated with reviewing a request to create or maintain an occupation classification, and approving or disapproving the request. The list of approved occupation classifications are used to identify individuals who have been assessed to meet prescribed classification specifications, which are the basis for the determination of the Department of Defense (DoD) recognized competencies required for a civilian employee or Member. | HL Manage Personnel Classification |
| Make Decision on Reimbursement Payment | This activity is associated with making a decision on a reimbursement (e.g., medical education program expense reimbursement, Cost of Living Allowance Unique reimbursement) based on an established set of reimbursement criteria. | HL Manage Reimbursements |
| Make Decision on Risk Management Plan | This activity is associated with making a decision on a risk management plan in accordance with established Laws, Policies, and Regulations. | HL Perform Personnel Readiness Assessment |
| Make Decision on Special Category Retention Bonus | This activity is associated with making and documenting a decision on a special category retention incentive or bonus for a Member. This activity includes reviewing eligibility for and approving incentive/bonus associated with the retention. | HL Manage Special Category Retention |
| Make Decision on Voluntary Resignation Request | This activity is associated with making a decision on an Officer's request to voluntarily resign his/her military officer appointment and continue serving in an enlisted or warrant officer pay grade (i.e., reversion). Officers may be permitted to continue their military service in a pay grade other than commissioned officer according to limitations contained within 10 USC. | HL Administer Transfer between Military Personnel Classes |
| Make Identity Credential Changes | This process includes making the appropriate changes to a DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent) identity credential. This includes (but is not limited to) overstamping the card or updating the information on the card (e.g., PIN reset, adding applets to the card, personal information). | Maintain Identity Credential |
| Make Line of Duty Decision | This activity is associated with making a Line of Duty (LoD) decision (e.g., interim and final) to determine whether an incident occurred in the LoD or not in the LoD. This activity also includes reviewing LoD documentation (e.g., LoD incident information, LoD recommendations, casualty information, and adverse action information) for completeness, determining whether a LoD incident requires further legal review and/or requires an investigation, and documenting the LoD decision. | HL Manage Line of Duty Determination Process |
| Make Reenlistment Decision | This activity is associated with reviewing reenlistment request and any waivers included to determine if a Member is qualified to reenlist and making reenlistment approval or disapproval decision. This activity also includes reviewing of any reenlistment appeal to the Member's reenlistment request, previously disapproved by his/her Commander, to the Senior Official on the Commander's chain of command and recording the reenlistment appeal approval or disapproval decision. | HL Administer Reenlistment Process |
| Manage Accession | This activity is associated with determining applicant qualification, managing applicant processing scheduling, performing external organization check, performing Service accession, and performing accession shipping. | Hire-to-Retire |
| Manage Accounts Receivable | The ability to establish receivables of monies owed to the Department of Defense, managing throughout the Accounting lifecycle to include billing and managing of delinquent debt. | Financial Visibility |
| Manage Adverse Actions | This activity is associated with validating the alleged offense, determining disciplinary actions, and administering adverse actions results. Adverse Actions can be based upon misconduct and/or substandard performance that result in legal or administrative actions against a Member by an appropriate military authority. Adverse legal actions may include non-punitive, non-judicial, and court-martial proceedings. Penalties may include (but not be limited to) reduction in rank, involuntary discharge, documentation of substandard performance, promotion list removal, or a sentence for confinement. | Hire-to-Retire |
| Manage and Support System Retirement and Program Closeout | This process step includes tasks that plan and manage program retirement and/or disposal of operational systems and close-out program activities. This includes physical removal from the field, asset transfer, contractor close-out, preservation of as-built drawings and the transfer, capture or redirection of usable assets. | |
| Manage Assignment | This activity is associated with identifying qualified and available personnel (i.e., members, employees, and designated contractors) for temporary or permanent assignments. This activity may include (but not be limited to) gathering Human Resources Profile information for assignment, administering an assignment action, performing out-processing of personnel, performing in-processing of personnel, generating assignment orders, and processing assignment elections and personnel action request activities. | Hire-to-Retire |
| Manage Assignment and Transfer | This activity is associated with assigning or placing Department of Defense (DoD) members, employees, and designated contractors to positions (e.g., in-processing selected candidate, providing placement advisory services, processing placement actions, and determining benefit eligibility). | Hire-to-Retire |
| Manage Baseline for Reprogramming | This process manages the baseline for reprogramming appropriated funds within a fiscal year. This baseline will be used as the starting point for reprogramming actions such as below threshold reprogramming (BTR), internal reprogramming, or prior approvals. | Budget-to-Report Manage Budgetary Resources |
| Manage Benefit Programs | This activity is associated with developing, maintaining, assessing and delivering benefit programs for Military and Civilian personnel, Veterans and family members. Benefit programs may include (but not be limited to) healthcare (e.g., insurance for medical, dental, vision and long term care), education benefits (e.g., Montgomery GI Bill [MGIB], Tuition Assistance Program, Reserve Education Assistance Program [REAP]), life insurance (e.g., Group Life Insurance, Traumatic Injury Protection), retirement planning (e.g., Thrift Savings Plan [TSP]), survivor benefits (e.g., Survivor Benefit Plan [SBP], Death Gratuity) and miscellaneous benefits (e.g., Military family housing, employment assistance, death and burial benefits, injury and Savings Deposit Plan, Flexible Spending Account Program, Home Owners Assistance Program and relocation assistance). This activity is also associated with managing the contracted relationship between the Department of Defense (DoD) eligible civilian employee beneficiaries (e.g., employees, family members, and survivors under Federal Employee Health Benefits [FEHB] or similar programs) and various third-party health insurance programs under contract to the Federal government. | Hire-to-Retire |
| Manage Benefits | This activity is associated with the managing and/or supporting Department of Defense (DoD) and Office of Personnel Management (OPM) benefits to include eligibility determination, counseling, enrollment and termination. This activity also includes providing the following: Human Resources (HR) entitlements (e.g., family group life insurance, child support, allotments), casualty assistance (e.g., death gratuity, survivor benefit plan, Service members Group Life Insurance), Quality of Life (QoL) resources (e.g., child care, exceptional family member program, morale, welfare and recreation programs), educational resources (e.g., Montgomery GI Bill, Veterans Educational Assistance Program, student loan program), healthcare resources (e.g., patient care, and insurance programs such as TRICARE for dental, medical and vision), retirement resources (e.g., retirement benefits, disability benefits), and leave resources (e.g., process leave request, accrue leave, sell back of leave). | Accept Goods and Services Administer the Contract Asset Accountability Execute Contract Execute Contract Closeout Finalize Acceptance Manage Sales and Procurement Monitor and Improve Process Personnel Visibility Process Requirement |
| Manage Budgetary Resources | The ability to develop, review, evaluate, and support financial forecasts, plans, programs and budgets and to integrate them with appropriate performance indicators to achieve effective business operations and program goals. This capability also includes the ability to control and distribute funds based on appropriation and authorization laws. | Financial Visibility |
| Manage Capabilities Based Acquisition | This process manages the diverse aspects of defense acquisition to ensure that each program is capabilities based and supports the National Security Strategy to achieve efficient use of resources. The intent is to deliver capabilities to the field quickly and efficiently, leverage existing products, and take advantage of evolutionary spiral and risk driven approaches. | |
| Manage Career Path | This activity is associated with establishing career development path (framework of potential development and related suggested assignment actions for a specific occupation or group of occupations) for all civilian employees and Members. It also includes formulating alignment of prospective training/education, retention, and assignment requests with the appropriate established career development path. This activity may include (but not be limited to) identifying career path requirements, developing career path plans, and maintaining career path requirements. | Hire-to-Retire |
| Manage Civilian Staff Acquisition | This activity is associated with establishing procedures for recruiting and selecting high-quality, productive employees with the appropriate knowledge, skills, and abilities in accordance with merit system principles. This activity also includes sourcing and evaluating a candidate, making a decision on the candidate, and hiring a new employee. | Hire-to-Retire |
| Manage Collaboration Profile | Create profile with all necessary information how a particular trading partner intends to do electronic business. Typically the profile is enrolled or published in a common registry service where the buyers and sellers can find each other's profile. The agreement made between the buyer and seller is linked to both the buyer and seller collaboration profiles. | IGT-IPP Systems View - Part 1 |
| Manage Collections | The Collect process includes the activity of receiving and recording cash or cash like instruments to liquidate an open receivable, exchange for goods, a prepayment prior to delivering goods or performing services, or collection side of a transfer between fund symbols. | Budget-to-Report Manage Funds Balance with Treasury |
| Manage Compensation | This activity is associated with determining eligibility, authorizing pay, determining earnings and deductions, executing payroll, and managing reimbursements. It includes: special pays, allowances, Human Resources (HR) entitlements, pay adjustments, allotments, bonds, garnishments and offsets, as well as payroll and tax withholding reporting (e.g., leave and earnings statement, personal statement of military compensation, W-2 statement of wages). | Hire-to-Retire |
| Manage Compensation and Reimbursements | This activity is associated with determining eligibility for reimbursement or compensation, determining reimbursement amount, earnings and deductions, authorizing reimbursement payments, and certifying the reimbursement expense and payroll information. Compensation and reimbursements may include (but not be limited to) special pays, allowances, Human Resources (HR) entitlements, travel vouchers, pay adjustments, allotments, bonds, garnishments and offsets, as well as payroll and tax withholding reporting (e.g., leave and earnings statement, personal statement of military compensation, W-2 statement of wages). | Hire-to-Retire |
| Manage Competencies | This activity is associated with developing, validating, and documenting a person's competencies (capability to apply knowledge, skills and abilities) needed to accomplish organizational goals. This activity also includes determining occupational competencies, managing competency testing, managing competency credentials, and managing operational duty experience competencies. | Hire-to-Retire |
| Manage Cost | The ability to accumulate, classify, measure, analyze, interpret and report cost and other financial information useful to internal and external decision makers reviewing the execution of an organization, program or project resources to ensure they are effectively being used to meet objectives. | Financial Visibility |
| Manage Delinquent Debt | This process allows DoD to restore delinquent debts to current status or, if unsuccessful, maximize collection on the DoD's accounts. This process provides DoD standard debt collection strategy to promote the resolution of delinquencies as quickly as possible. It also provides the debt collection processes available to assist DoD to collect debts for those customer/debtor accounts that have become delinquent and supplements the debt collection statutes and regulations in addition to DoD policies and procedures. | Budget-to-Report Manage Accounts Receivable |
| Manage Disbursements | Manage Disbursements supports all activities necessary to execute the payment process for transactions that have been authorized for payment. Activities within this process include, but are not limited to, payment groupings, the application of credit offsets, the generation of check and EFT ready to pay files, the certification of payment files, the confirmation and cancellation of payment files, payment cancellation with and without re-issuances, and payment remittance notifications. All activities within this process are performed in accordance with federal payment regulations including the Prompt Payment Act. | Budget-to-Report Manage Funds Balance with Treasury Procure-to-Pay |
| Manage Earned Value Management Performance Data | This process requires documentation and information from contractors and government activities to relate time-phased budgets to specific tasks identified in the statement of work; produce data that indicate work progress; properly relate cost, schedule, and technical accomplishment; and produce data that is valid, timely, and auditable. | Execute Program Sub-process |
| Manage Education | This activity is associated with developing and delivering education programs. This activity may include (but not be limited to) providing a comprehensive prekindergarten through 12th grade curriculum to DoD dependents, managing DoD Programs with Industry and schools covered within the National Defense University, the Services' Command and Staff Colleges and War Colleges, higher education programs at DoD institutions, and higher education enrollment at civilian institutions. | Hire-to-Retire |
| Manage Energy Goals | Energy program managers monitor for and receive notification of energy goals established by law, regulation, or executive order, as well as those established within DoD. Energy program managers also request that the appropriate DoD entities take steps to achieve these energy goals, and track and report their progress. Energy program managers analyze and report progress information as necessary. | Manage Facility Energy |
| Manage Energy Reporting | Energy program managers monitor for and receive notification of energy reporting required to maintain DoD compliance with federal, state, and local laws, statutes, regulations, and other external mandates which govern how the Department manages energy at its fixed installations. They also identify information needed to perform internal analyses needed to make informed decisions about facility investments, facility operations, utility contracts, etc. The program managers request that appropriate DoD entities provide facility energy information needed to satisfy these internal and external reporting requirements, along with instructions (i.e., format, timeframe) for delivery. Once it is received, they also validate, aggregate, and package facility energy information for delivery to appropriate external entities (e.g., Congress; DoD; OMB; CEQ), and make it available for internal analysis. | Manage Facility Energy |
| Manage Enlistment Extension | This activity is associated with administering voluntary enlistment extensions, administering involuntary enlistment extensions, and executing enlistment extension agreements. | Hire-to-Retire |
| Manage Execution Fund Account | This process includes establishing an initial appropriation fund balance for each program and decrementing the amount of available funds as spending activity occurs. This process allows for funds control validation prior to approval of commitments, obligations, supply chain entitlements, and expenditures. The process supports the Commitment and Obligation of the funds requested from other activities. Commitments, obligations, entitlements, and expenditures would decrease the available fund balance. | Budget-to-Report Manage General Ledger |
| Manage Execution with Treasury | This process is the reconciliation of the Department of Defense balances with Treasury balances, including the monitoring of collections and disbursements. This process also includes reconciliation of Trading Partner and cash balances. | Budget-to-Report Manage Funds Balance with Treasury |
| Manage Financial Assets and Liabilities | Manage Financial Assets and Liabilities is the process to demonstrate accountability over assets and liabilities through identification, classification, and valuation from acquisition or inception to disposal or liquidation. | Budget-to-Report |
| Manage Financial Management Policy | This process includes the creation, maintenance and dissemination of policies, requirements and directives governing the processing of financial transactions, performance of financial management activities and maintenance and application of financial data, accounts and classification structures. This process includes the integration of external guidance (i.e. impact analysis of new regulations, revision of existing guidance and generation of new processes). | Budget-to-Report Manage General Ledger |
| Manage Funds Balance with Treasury | The ability to collect funds; issue and track disbursements; and monitor cash position. | Financial Visibility |
| Manage General Ledger | The ability to record financial transactions as updates to specific proprietary, budgetary, and memorandum general ledger accounts in accordance with Federal Accounting Standard Advisory Board standards, General Accepted Accounting Principles and regulatory requirements; to define the use of, and rules to, control General Ledger accounts; and to conduct General Ledger analyses and reconciliations. | Financial Visibility |
| Manage General Ledger Transactions | The Manage General Ledger Transactions process encompasses posting of financial events (transactions) to the fiduciary and budgetary U.S. Standard General Ledger (USSGL) accounts, e.g., assets, liabilities, fund balances, revenues and expenses associated with the recording of federal funds and expenditure of same federal funds such as appropriations, Working Capital funds, and Trust funds. Process includes compliance with Generally Accepted Accounting Principles and applicable Federal standards (FASAB, Treasury, OMB, GAO, etc.). The process also includes the Year-end closing procedures. The process also includes the review and reconciliation of the subsidiary ledgers to the corresponding USSGL account. | Budget-to-Report |
| Manage Healthcare Enrollment and Eligibility | This activity is associated with managing healthcare services through a beneficiary enrollment process, which collects and maintains a core set of information. This information is used to determine what services an individual can receive. | HL Manage Access to Healthcare |
| Manage Human Resources Compensation and Reimbursements | This process includes all actions associated with administering, authorizing, and calculating pay. This includes pay administration and policy; leave calculation; annuitant and retirement pay; special pay and entitlements; pay authorization and calculation; pay adjustments; allotments; bonds; garnishments and offsets; Thrift Savings Plan calculation; payroll and tax reporting; and other reimbursables. | Personnel Visibility |
| Manage Human Resources Information | This activity is associated with managing Human Resources Information (i.e., Human Resources Profiles and Human Resources Record). This activity includes the creation, maintenance, use, and execution of disposition actions. This activity also includes distributing and reporting Human Resources Information to support personnel record requests, interagency processes, mission requirements, and sharing of personally identifiable information for identity management purposes, visibility and availability of personnel. Human Resources Information is for limited access to authorized personnel only. | Hire-to-Retire |
| Manage Human Resources Interaction | This activity is associated with sustaining an informed work force environment that is in compliance with applicable Federal statutes. This activity also includes maintaining contacts and relations between Department of Defense (DoD) civilian employees and military members with DoD management and information management activities. | Hire-to-Retire |
| Manage Identity Credential | This activity is associated with the management of all Department of Defense (DoD) identity credentials (Identity Cards (e.g., Common Access Card (CAC), Personal Identity Verification (PIV) Card, ID tags, unit controlled cards), and the management of information associated with them (e.g., Personal Identification Numbers (PIN) numbers, applets, identity and biometric information)) for Employees, Members, contractors, and dependents. This includes reviewing personnel identification information as well as issuing, maintaining and revoking identity credentials for access control applications. | Hire-to-Retire |
| Manage Inbound and Outbound Shipments | This process addresses the receiving, storing, and issuing of materiel at a storage location to produce shipping and packing information required to transport requested materiel/cargo to a specified destination. (SCOR D1.8, D1.9, D1.10, DR1.3) | Deliver Property and Forces IGT-IPP Systems View - Part 1 |
| Manage Individual Development Plan | This activity is associated with a manager and employee identifying developmental opportunities to address competency goals and/or deficiencies, establishing a developmental action plan, and measuring attained skills and progress made against the Individual Development Plan. | Hire-to-Retire |
| Manage Individual Training Course | This activity is associated with developing and delivering individual training courses. This includes courses aimed at enhancing the capacity or competency to perform specific tasks and/or enhance a specific skill set (e.g., weapons training and mechanics). | Hire-to-Retire |
| Manage Investment Balance | Record and post actual and accrued interest and expense, according to investment rates, terms, and amortization schedules. | Manage Investments |
| Manage Investments | This process involves the management and recording of (including purchase, sale, amortization) securities held for the production of investment revenues, net of premiums and discounts. | Budget-to-Report Manage Accounts Receivable |
| Manage Labor Relations | This activity is associated with managing the relationship between the agency and its unions and bargaining units. This includes negotiating and administering labor contracts and collective bargaining agreements, managing negotiated grievances, and participating in third party proceedings. | Hire-to-Retire |
| Manage Liabilities | This process describes recognizing and recording amounts owed to federal or nonfederal entities, including individuals, by the Department of Defense based upon physical performance or implied performance. It includes activities related to managing payables and accruals, recording the events related to the receipt of a request for payment; and recording of the other liabilities and the related asset or expense. This process starts with evaluating liability information (by identifying the liability related to accounts payable, and the liability to be accrued). It ends with generating entries to be posted to General Ledger. | Budget-to-Report Manage Payment |
| Manage Line of Duty Determination Process | This activity is associated with managing the Line of Duty (LoD) determination process to include validating LoD incident, investigating LoD incident, making LoD decisions, and managing LoD appeal process. | Hire-to-Retire |
| Manage Low-Rate Initial Production | The process step that manages the Low Rate Initial Production Phase. The initial production units are constructed using the processes and tools planned for final production, which validates the manufacturing processes. Manufactured units are tested to ensure compliance with specifications and fulfillment of requirements. | Execute Program |
| Manage Manpower Change | This activity is associated with reviewing changes to Manpower brought about by an official directive or a request for change from the Service Components. The changes may result in the realignment of forces or a change in position attributes. This activity also includes coordinating Manpower changes with organizations and implementing the Manpower change request. | Hire-to-Retire |
| Manage Military Personnel Retirement | This activity is associated with processing retirement actions for voluntary and involuntary regular or reserve retirement. Reasons for retirement may include (but not be limited to) retirement actions related to being passed over twice for promotion, adverse action, medical (e.g., temporary/permanent disability), years of service (e.g., Member has met total number of years of creditable service) and age, and Member initiated requests. This activity also may include (but not be limited to) assessing retirement eligibility, counseling a Member on retirement decision, providing a retirement decision, managing a retirement checklist, issuing and updating checklist items (e.g., tasks and appointments), generating a retirement order, and executing a retirement. | Hire-to-Retire |
| Manage Military Personnel Separation | This activity is associated with terminating affiliation with accessed Members by the Department of Defense (DoD). This activity may include (but not be limited to) managing voluntary separations (e.g., resignations, contract completion), involuntary separations (e.g., adverse actions, death), and generating the separation order. Both involuntary and voluntary separations are implemented through appropriate activities which include confirming eligibility, issuing and updating checklist items (e.g., tasks and appointments), performing final out-processing functions (e.g., exit interview, travel arrangement), documenting the termination of the specific affiliation, initiating transfer actions where appropriate, and identifying losses which are used to identify replacement needs. | Hire-to-Retire |
| Manage Officer Involuntary Retention | This activity is associated with identifying, reviewing, and counseling an officer for their involuntary retention. Involuntary Retention can be due to numerous reasons (e.g., stop loss, medical reason). This activity also includes managing the appeals process for those officers requesting involuntary retention appeals, and executing involuntary retention (if necessary). | Hire-to-Retire |
| Manage Organization | This activity is associated with managing the human resources infrastructure for Department of Defense (DoD) organizations. This activity includes managing the implementation of DoD mission plans by formulating force structure, strength projections, accession targets, and distributing peacetime authorizations and wartime requirements. | Accept Goods and Services Administer the Contract Execute Contract Execute Contract Closeout Finalize Acceptance Hire-to-Retire Manage Sales and Procurement Monitor and Improve Process Personnel Visibility Process Requirement |
| Manage Organizational Structure | This activity is associated with forming Department of Defense (DoD) organizations within DoD command relationships that are needed to accomplish assigned missions within budgetary constraints. This activity also includes establishing, updating, reorganizing unit(s), developing organization specifications related to the allocation of human resources, Manpower requirements and tailoring organizations to reflect revisions of mission implementations. This activity is also associated with the formulation of specifications for peacetime authorizations and wartime requirements needed to accomplish tasked Department of Defense (DoD) missions. This includes the occupation, skill, position requirements, education, and training specifications that the position requires to perform the specified mission. | Hire-to-Retire |
| Manage Other Contract Reporting | This process provides information related to updating contract requirements; planning and decision making on funding changes in contracts; determining funds in excess of contract needs and available for de-obligation; obtaining rough estimates of termination costs; and determining if sufficient funds are available by fiscal year to execute the contract. | Execute Program Sub-process |
| Manage Oversight Information | This process manages and integrates oversight performed by the program manager of DoD programs in the execution phase to determine current status, ascertain if the requirements are achievable and/or require modification. These activities include periodic and ad-hoc reporting, and acquisition assessments. Oversight shall be conducted in accordance with statutes, regulations, and Acquisition Policy. | Execute Program Sub-process Manage Periodic Reporting |
| Manage Patient Appointment Scheduling | This activity is associated with obtaining and verifying a core set of information (eligibility, enrollment, demographics, Primary Care Manager, case manager, special programs, and personal preferences) and scheduling a service or set of services for beneficiaries. The activity also includes managing events, such as when the beneficiary arrives at the care delivery site or service site for a scheduled appointment or unscheduled time period (walk-in). A beneficiary may also have scheduled an appointment, cancelled it at a later date, or may not come in for the scheduled appointment (no-show). | HL Manage Access to Healthcare |
| Manage Patient Encounters Over Continuum of Care | This activity is associated with arranging and tracking a beneficiary's activities and movement across the continuum of care during peace and military operations. This activity also includes ensuring that the beneficiary's time is spent receiving service rather than waiting to receive it. | HL Manage Access to Healthcare |
| Manage Patient Visibility | This process includes overseeing the health status of a patient of interest to DoD during treatment at a Military, Civilian, or Foreign Hospital. | Personnel Visibility |
| Manage Payment | The ability to identify, classify, value and monitor accounts payable from acquisition or inception to disposal or liquidation. | Financial Visibility |
| Manage Performance | This activity is associated with managing the physical fitness program, administering the performance program and evaluation, promotion or demotion processes (personnel grade change), and recognition programs. | Hire-to-Retire |
| Manage Personnel Casualty | This activity is associated with identifying and determining casualty classification and categories (i.e., type, and status). This activity also includes producing casualty reports, conducting investigations to resolve casualty status, (e.g., deceased, missing, and injured), providing support (e.g. request for Line of Duty determination and coordinate casualty search and recovery teams) for casualty processes, and making a decision on the final casualty category. | Hire-to-Retire |
| Manage Personnel Classification | This activity is associated with approving or disapproving a Personnel Classification action, and creating and maintaining an occupation classification. It is also associated with assigning and removing an individual occupation classification. This includes determining occupation designation(s) of civilian employees and Members required to accomplish the mission taskings, or forecasted taskings, of the Department of Defense (DoD) within the overall context of the federal government. Classification specifications are the basis for the determination of the DoD recognized competencies required for a civilian employee or Member. This encompasses actions for both initial classification and reclassification. Identified deficiencies, and proposals from multiple sources, are also assessed with the generation of feedback and proposed actions. | Hire-to-Retire |
| Manage Personnel Demotion | This activity is associated with supporting the demotion of personnel to include receiving notification of a demotion, and updating a Member's personnel/pay record to reflect a demotion. This activity covers all activities associated with the demotion process of enlisted and officer personnel. The supporting activities include: reviewing a demotion decision and executing a demotion. | Hire-to-Retire |
| Manage Personnel Development | This activity is associated with enhancing a person's personal and professional skills, such as managing personnel classification, competency development, and career path. This activity also includes capturing a person's credential information, identifying training and education eligibility requirements, managing class seat quotas, courses, resources, as well as cataloging and scheduling personnel development resource utilization. | Hire-to-Retire |
| Manage Personnel Distribution | This activity is associated with managing the distribution of personnel consistent with the allotment of funds, availability of personnel, and guidance from manning documents. This activity also includes developing personnel distribution plans, coordinating the personnel distribution plan implementation, and providing personnel requirement request decisions. | Hire-to-Retire |
| Manage Personnel Planning | This activity includes (but is not limited to) conducting succession planning, providing human resources consultative support, and measuring human resources performance. | Hire-to-Retire |
| Manage Personnel Promotion | This activity is associated with supporting the management of the promotion eligibility, selecting promotions, and executing the promotion for both enlisted and Officer Members. This activity also includes using promotion criteria and a promotion appeal package to make a decision to promote personnel. | Hire-to-Retire |
| Manage Personnel Retention | This activity is associated with processing Members for enlistment extension, reenlistment, involuntary retention, and special category agreements. This activity also includes executing the personnel retention program, providing counseling to thoroughly explain each personnel agreement and corresponding service obligation, ensuring continued eligibility for retention, and finalizing the personnel agreement. | Hire-to-Retire |
| Manage Physical Evaluation Process | This activity is associated with conducting a physical evaluation, determining the severity of disability for a Member found unfit by the Physical Evaluation Board (PEB), and managing the physical evaluation appeals process. | Hire-to-Retire |
| Manage Procurement Entitlement | Manage Procurement Entitlement includes the approval of the request for payment from the commercial vendor for goods or services rendered. This also includes requests for payment based on contract terms and conditions such as financing payments. This process includes matching of the invoice against other transaction artifacts based on the pre-determined workflow for the transaction in question. Upon completion of the matching process the transaction is authorized for payment. When the purchase card is used to purchase goods or services, this process includes the reconciliation of the financial institutions transactions against the purchase log and other artifacts as required resulting in approved transactions. After the transactions are approved, the monthly statement/invoice is then matched to the approve transactions and other artifacts as required. Upon approved completion, the monthly statement is authorized for payment. | Budget-to-Report Manage Payment Procure-to-Pay |
| Manage Receivables | The Manage Receivables process includes recognizing and recording a claim to cash or other assets against other entities, either based on legal provisions, such as a payment due date, or goods tendered or services rendered and debts due to the Department of Defense, within a specified accounting period. The management of receivables is the collection of amounts due to include administrative fee, interest, and penalties. The process also includes aging of receivables, write-offs, and debt adjudication. | Budget-to-Report Manage Accounts Receivable |
| Manage Recruiting | This activity is associated with managing the recruitment process for applicants who apply to the Armed Forces. This activity includes prospecting for potential recruitment applicants, conducting applicant interviews, and managing recruitment applicants (i.e., coordinating accession evaluations, formulating applicant mitigation plans, tracking applicants who are awaiting shipping). | Hire-to-Retire |
| Manage Recruiting and Accession | This activity is associated with recruiting, identifying, evaluating and selecting applicant(s) to fill a position or organizational requirement and hiring/accessing applicants against positions (e.g., planning and identifying placement requirements, determining applicant's eligibility and suitability, in-processing selected applicants, and accepting individuals into the DoD). | Hire-to-Retire |
| Manage Reimbursements | This activity is associated with determining eligibility for reimbursements, submitting reimbursement claims (e.g., travel vouchers, relocation expenses, and adoption expenses), determining amount due, authorizing payment to reimburse personnel for expenses incurred, or expenses expected to be incurred, and executing reimbursements by certifying the reimbursement expense information. | Hire-to-Retire |
| Manage Renewable Energy Purchase | The energy manager oversees efforts to identify viable alternatives for purchasing renewable energy, and select and implement the preferred option. | Manage Renewable Energy Production and Purchase |
| Manage Report of Programs | This diagram focuses on the creation and publication of report of programs once a year as of September 30th to document changes to programming levels. The report may also be generated as necessary and used for historical purposes. | Budget-to-Report Manage Budgetary Resources |
| Manage Returned Payments | Payment may be returned to the disbursing activity for several reasons. In the case of check payments, this could be due to improper mailing address information or perhaps a deceased payee. In the case of Electronic File Transfer payments, this could be due to improper ABA routing number, improper account number or payment being rejected by the recipient. These payments must be collected back into their original appropriation. The cause of the returned payment must be researched and resolved prior to the re-processing of supply chain entitlement and reissue of payment. | Manage Funds Balance with Treasury |
| Manage Sales and Procurement | This process verifies commitment of funds, awards the contract, performs receipt and acceptance, tracks and monitors the contract to ensure that a commercial supplier is meeting requirements in accordance with the terms and conditions of the contract for providing goods/services, including support activities from contract award to close-out. This process also manages transactions involving sales, services, and transfers between two entities of the Government, including the ability to validate supplier/buyer information; enter, accept, review, send, issue, and modify inter/intra agency orders; send inter/intra agency agreement notifications; receive inter/intra agency procurement evidence; receive and accept goods obtained intragovernmentally; and receive inter/intra agency invoice. | Asset Accountability CIP Process Common Supplier Engagement |
| Manage Scheduled Payments | This process involves holding approved payments until either the scheduled payment date or any other approved release date. | Manage Procurement Entitlement |
| Manage Separation and Retirement | This activity is associated with terminating affiliation with accessed persons (e.g., military, civilian, coalition force members, volunteers, and contract personnel) by the Department of Defense (DoD). This activity may include (but not be limited to) managing voluntary military separations (e.g., resignations, contract completion), managing involuntary military separations (e.g., adverse actions, death), managing military retirements, managing civilian personnel separations/retirements, non-DoD personnel separations, and managing transition assistance programs. Both separations and retirements are implemented through appropriate activities which include issuing and updating checklist items (e.g., tasks and appointments), performing final out-processing functions (e.g., exit interview, travel arrangement), documenting the termination of the specific affiliation, initiating transfer actions where appropriate, and identifying losses which are then used to identify replacement needs. | Hire-to-Retire |
| Manage Special Category Retention | This activity is associated with requesting to sign a personnel agreement by the Member that will cause the Member to incur a service obligation or extend his or her service obligation in exchange for compensation (e.g., bonus, incentive pay, special pay, and additional pay). This activity also includes supporting the unique requirements of identifying, selecting, assigning, and monitoring special category personnel. These special category personnel may include (but not be limited to) specified period of time officers, personnel with professional skills (e.g., doctors), Limited Duty Officers (LDO), aviators, key personnel (reserve components), and military training instructors. | Hire-to-Retire |
| Manage Supply Chain Entitlement | This process involves processing a request for payment from vendor, or other party owed by the Government, as a result of having provided material or services to the DoD, including but not limited to payment for contracted goods or services, and miscellaneous payments. The process conducts a two-way or three-way match to validate the payment request. The activity also applies any adjustments to the initial payable for holdbacks, discounts and interest due to the vendor in accordance with the contract and the Prompt Payment Act. Funding availability for payment is verified before a Certified Business Partner Payment is generated and submitted to Disbursing. Information related to disbursements for specific payments and communications with interested parties (i.e., vendor, contract administrator, Treasury Department) are maintained. | Accept Goods and Services Administer the Contract Common Supplier Engagement Execute Contract Finalize Acceptance Manage Sales and Procurement |
| Manage System Demonstration | This process step manages the preliminary and critical design activities for weapon systems, down to the lowest level of the system model. Completion of this process leads to a Milestone C evaluation. | Execute Program |
| Manage System Integration | This process step includes activities to integrate components of the designed weapons system. As the design matures, the Program Manager may refine thresholds, objectives and key performance parameters, with approval of the requirements authority. | Execute Program |
| Manage Transition Assistance | This activity is associated with managing support for transition assistance for Members, their families, newly separated members and civilian personnel from government service. This includes (but is not limited to) conducting an eligibility assessment for transition assistance, documenting transition assistance selections, and coordinating transition assistance. | Hire-to-Retire |
| Manage Travel | This process includes all actions associated with performing official travel to authorized location(s). An Individual Travel Authorization is used by the Financial Management Mission Area to record an obligation based on an approved request for a person's travel by Human Resources. | Accept Goods and Services Administer the Contract Execute Contract Execute Contract Closeout Finalize Acceptance Manage Sales and Procurement Monitor and Improve Process Personnel Visibility Process Requirement |
| Match Acceptance and Obligating Document | This process includes matching the acceptance evidence and the obligating document. Payment requests with improper documentation will be returned to the originating source as a result of the two-way match. | Manage Procurement Entitlement |
| Match Billing Document and IGT Order | This process includes matching the Intragovernmental billing document and the terms of the intragovernmental order. Payment requests with improper documentation will be returned to the originating source as a result of the two-way match. | IGT-IPP Systems View - Part 1 Manage Procurement Entitlement |
| Match Billing Document, IGT Order, and Evidence of Goods or Services Rendered | This process includes matching the Intragovernmental billing document and intragovernmental order with the evidence of goods or services rendered between two or more Federal entities. Payment requests with improper documentation will be returned to the originating source as a result of the three-way match. | IGT-IPP Systems View - Part 1 Manage Procurement Entitlement |
| Match Check Number to the Voucher | Once the check is generated, it must be matched against the appropriate disbursing voucher to determine that all information (amount, payee, invoice) is correct. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Match Funding Status | Match environmental liability documentation to fund. | Manage Liabilities |
| Match Obligating Document, Acceptance and Payment Request | This process applies the matching rules for transactions requiring a three-way match. This process includes comparing the payment request to the acceptance evidence and the obligating document. Payment requests with improper documentation will be returned to the originating source as a result of the three-way match. | Manage Procurement Entitlement |
| Match Payment Request and Obligating Document | This process receives and matches the payment request including any required government approvals and obligating document to determine entitlements due to the vendor. Payment requests with improper documentation will be returned to the originating source as a result of the two-way match. | Manage Procurement Entitlement |
| Match to Outstanding Liability Balance | Check for advances (previously recorded unearned revenue) against this receivable event amount. | Administer the Contract IGT-IPP Systems View - Part 1 Manage Receivables Manage Sales and Procurement |
| Measure Human Resources Performance | This activity is associated with validating human resources performance measures and metrics, tracking human resources performance results, and analyzing human resources performance results. | HL Manage Personnel Planning |
| Modify Manpower Change Request | This activity is associated with modifying the manpower change request based on the feedback received from other organizations. | HL Manpower - Process Manpower Change |
| Modify Organization Structure | This activity is associated with changing the structure of the organization to support mission requirements. | HL Manpower - Manage Organizational Structure |
| Modify Unit Structure | This activity is associated with changing the unit structure to meet mission requirements. | HL Manpower - Manage Organizational Structure |
| Monitor Agreement | The process by which the Enterprise Center of Excellence (ECE) receives contract or order performance information and determines whether the supplier is meeting the intent of the agreement and whether any changes are required (e.g. administrative changes). Performance of contracts and orders issued against the agreement is assessed, and is used to develop recommendations to improve the agreement. | Monitor and Improve Process |
| Monitor and Improve Process | This process consists of analyzing historical DoD spend information with a view towards modifying and improving DoD sourcing strategies. | Manage Sales and Procurement |
| Monitor and Support System Deployment | This effort delivers the fully funded quantity of systems and supporting materiel and services for the program or increment to the users. During this effort, units shall attain Initial Operational Capability. | |
| Monitor Commercial Request for DoD Technology Export | This process provides DoD regulatory review and recommendation for the commercial business request to export DoD technology. | DoD Technology Export |
| Monitor Contract or Order | This buyer process tracks ongoing contracts and intragovernmental orders and ensures that external and Government suppliers are meeting terms and conditions and other requirements of the contract or order. The DoD buyer will resolve any issues. This process will determine when the requirements of a contract or order have been adequately completed to initiate close-out of the contract or order. This process also includes monitoring that the contract is fulfilling the requirements and the identification of contract modification needs. As required, this process includes recording contract performance assessment information. This process also includes ongoing communications with the supplier to resolve contract or order issues, payment disputes and refund requests, and to discuss potential modifications to the terms and conditions of the contract or order. | Administer the Contract Dispose or Return Property and Materiel |
| Monitor Contract or Order Performance | This process includes monitoring performance by the Government supplier to ensure goods are tendered and services are rendered within the agreed terms and conditions, and tracking and collecting costs associated with performance in accordance with the agreed upon cost model. This process also includes ongoing communications with the buyer to resolve intragovernmental order issues, payment disputes and refund requests, and to discuss potential modifications to the terms and conditions of the order. This process also includes monitoring for intragovernmental order closure notices, finalizing order closeout details, and generating intragovernmental order closure information. | Administer the Contract |
| Monitor Payment | This process involves the notification of the vendor, or other party owed by the Government, contract administrator, and accounting functions of any payments made to include the final payment, the cancellation of any payments sent for disbursement, requests for refunds, and re-disbursement or re-calculation of payments returned or rejected by the payee. | |
| Monitor Personnel Security Clearance Eligibility | This activity is associated with reporting, documenting, and notifying the appropriate parties of any events or circumstances that may have a substantial effect on an person's clearance eligibility or level of access. This process also includes determining if the clearance should be suspended as a result of these events so that additional investigation of the events can be conducted. | HL Manage Personnel Security |
| Negotiate Intragovernmental Order | This process involves collaboration with the buyer to exchange necessary information to complete the draft of an intragovernmental order. | Award Procurement Instrument IGT-IPP Systems View - Part 1 |
| Negotiate or Revise Intragovernmental Order | This process is triggered when commitments have been verified against funded requirements, and involves the development and refinement of an intragovernmental order. The process includes ensuring that the terms and conditions meet the requirements of applicable regulations, policy, and statute. It also involves collaboration with the buyer to exchange necessary information to complete the draft of an intragovernmental order. | Execute Contract |
| Negotiate Payment Agreement | This process provides the debtors with notice of, and the opportunity to dispute a debt or develop a payment plan (e.g. Compromise or Installment). | Manage Delinquent Debt |
| Negotiate with Single Source | This process includes discussions between the DoD buyer and the identified single source supplier. It may include analyzing proposal or solicitation quote, one pass pricing, conducting negotiations, etc. | Award Procurement Instrument |
| Notify Accepting Officials | This process notifies the Accepting Official(s) to execute acceptance of Real Property. | Perform Receipt, Acceptance and Return |
| Notify Appropriate Parties of Identity Credential Changes | This process includes sending a notification regarding an identity credential service request to notify the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) that the identity credential changes have been made. | Maintain Identity Credential |
| Notify Appropriate Parties of Identity Credential Issuance | This process includes notifying the appropriate parties that an identity credential will be issued to the DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent). | Issue Identity Credential |
| Notify Appropriate Parties that Identity Credential Changes Will Not Be Made | This process includes issuing a notification regarding an identity credential service request to inform the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) that the identity credential changes will not be made. | Maintain Identity Credential |
| Notify Appropriate Parties That the Identity Credential Will Not Be Issued | This process includes sending a notification to the appropriate parties (requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) informing them that an identity credential will not be issued. This will preclude the DoD HRM Individual Customer from being issued an identity credential. | Issue Identity Credential |
| Notify Customer | Notify customer if the emergency implementation of a case for FMS trust fund has been rejected. | Implement Case in Foreign Military Sales Trust Fund |
| Notify Legal Function | Notify debt to legal for additional collection actions and processing. DoD performs procedures to notify the applicable legal functions (internal or external to the agency, as applicable) and provide applicable facts and documentation. | Manage Delinquent Debt |
| Notify Member of Retirement Order Approval | This process includes providing a notification to the Member that the retirement order has been approved. | Manage Military Personnel Retirement |
| Notify Member of Retirement Order Disapproval | This process includes providing a notification to the Member that the retirement order has been disapproved. | Manage Military Personnel Retirement |
| Notify Member of Retirement Request Approval | This process includes providing a notification to the Member that the retirement request has been approved. | Manage Military Personnel Retirement |
| Notify Member of Retirement Request Disapproval | This process includes providing a notification to the Member that the retirement request has been disapproved. | Manage Military Personnel Retirement |
| Notify Member/Submitter of Retirement Eligibility Results | This process includes notifying the Member/Submitter of retirement eligibility based on retirement eligibility requirements. | Manage Military Personnel Retirement |
| Notify Member/Submitter of Retirement Ineligibility Results | This process includes notifying the Member/Submitter of retirement ineligibility based on retirement eligibility requirements. | Manage Military Personnel Retirement |
| Notify Service Applicant Does Meet Aptitude Standards | This process includes notifying the Service and updating the accession profile with information that an applicant does meet Department of Defense (DoD) aptitude eligibility standards. | Perform Aptitude Qualification |
| Notify Service Applicant Does Not Meet Aptitude Standards | This process includes notifying the Service and updating the accession profile with information that an applicant does not meet Department of Defense (DoD) aptitude eligibility standards. | Perform Aptitude Qualification |
| Notify Service of Special Purpose Test Results | This process includes notifying the Service that an applicant has completed a special purpose test and of the results of the test. | Perform Aptitude Qualification |
| Notify Services | This process includes sending a notification to the Services. Notification may be to request the applicant's personal/medical data, applicant's eligibility/ineligibility for processing; information on whether the applicant is qualified or disqualified; any additional disclosure by the applicant; or any additional information on the applicant that may have a bearing on their qualification for military service. | Manage Applicant Processing Scheduling Perform Accession Shipping Perform Aptitude Qualification Perform Medical Prescreen Perform Medical Qualification Perform Preliminary Screening Perform Service Accession |
| Notify Specialist of Retirement Order Approval | This process includes sending a notification that the retirement order has been approved. | Manage Military Personnel Retirement |
| Notify Specialist of Retirement Order Disapproval | This process includes sending a notification that the retirement order has been disapproved. | Manage Military Personnel Retirement |
| Notify the Appropriate Parties that the Identity Credential will not be Revoked | This process includes sending a notification to the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) informing them that the changes will not be made due to the lack of valid documentation to justify the revocation. | Revoke Identity Credential |
| Obtain Clinically Indicated Testing Results | This process includes requesting consultations (e.g., specialty consults, ancillary services, medical tests and studies) necessary to determine an applicant's medical fitness; receiving and reviewing results from the consultation; rendering an expert medical opinion regarding the specific medical condition for qualification determination; and collecting additional medical information about an applicant in cases where other examinations have been inconclusive or a more specifically targeted examination is needed. | Perform Medical Qualification |
| Obtain Current Structure of Unit Positions Performing Mission | This activity is associated with acquiring the unit structure that is currently being used to perform the mission. | HL Manpower - Manage Organizational Structure |
| Obtain Labor Recognition | This activity is associated with collecting petitions or interest cards from groups of employees. Union petitions Federal Labor Relations Authority (FLRA) for recognition, agency responds to petition, FLRA decides on petition and, if favorable, a FLRA-sponsored election takes place and employees vote. | HL Manage Labor Relations |
| Obtain Medical History Information | This process includes requesting, receiving, and reviewing additional medical history information. Request for additional medical history information may be due to (but not be limited to) missing medical records needed to support any existing medical conditions or an existing medical condition that needs to be addressed by applicant's medical provider. Then, information provided back to USMEPCOM. | Perform Medical Qualification |
| Obtain Organization Unique Identifier Seed | This activity is associated with obtaining a seed (i.e., a seed is a unique four byte (32 bit) prefix provided by an Enterprise-wide Seed Server (ESS)) from the ESS or reassigning an existing seed to an organization. This activity also includes determining the usage levels for an Enterprise-wide Identifier (EwID) seed account. | HL Manpower - Administer OUID |
| Obtain Payee's Signature | Payee must sign certified cash voucher upon receipt of cash payment from cashier. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Perform Absence Administration | This activity is associated with managing organization controlled absences and managing unauthorized absences. | Hire-to-Retire |
| Perform Acceptance Procedures | 10/12/2010 From EBPM (release 2.3) This process comprises documenting the date and location the acceptance procedures were performed as well as verifying that the goods or services received met contractual requirements. Perform Acceptance Procedures for Other Goods and Services (this process is in the current BEA, but the last sentence would need removal) This process includes the initiation and processing of the necessary activities to accept goods or services. This includes evaluating and validating goods and/or services against the invoice, receiving report, and terms and conditions specified in the contract or intragovernmental order. A discrepancy report is created if a discrepancy is noted. | Accept Goods and Services |
| Perform Acceptance Procedures for Other Goods and Services | This process includes the initiation and processing of the necessary activities to accept goods or services. This includes evaluating and validating goods and/or services against the invoice, receiving report, and terms and conditions specified in the contract or intragovernmental order. A discrepancy report is created if a discrepancy is noted. This process applies to all goods and services, excluding real property. | Acknowledge Goods Tendered and Services Rendered Perform Acceptance Procedures |
| Perform Accession Shipping Brief | This process includes providing an accession shipping brief to the Member. | Perform Accession Shipping |
| Perform Accounts Receivable Aging | Perform Accounts Receivable Aging to determine outstanding delinquent debts. This process step allows DoD to monitor outstanding receivables by providing details related to receivable balances in each debt age category (e.g., Current, 30, 60, 90, 120, >120). | Manage Receivables |
| Perform Accounts Receivable Reporting | Perform accounts receivable reporting includes the management of the customer file maintenance, billing, collection, tracking, and reporting while ensuring compliance with DoD and Federal laws, regulations, and policies. This process step provides DoD with the ability to monitor outstanding receivables, assess billing and collection efforts, support customer file maintenance, create bills, process collections, and monitor outstanding debt. | Manage Receivables |
| Perform Administrative Closeout for FFP Other Than Simplified Acquisition | Perform the actions as detailed in FAR 4.804-5 necessary to administratively close an instrument with FFP above the simplified acquisition threshold within the timeframe required by regulations. | Perform Instrument Closeout |
| Perform Administrative Closeout for Other Procurement Instrument | Perform the actions as detailed in FAR 4.804-5 necessary to administratively close an instrument that are not FFP or that have indirect cost within the timeframe required by regulations. | Perform Instrument Closeout |
| Perform Administrative Closeout for Procurement Instrument With Indirect Costs | Perform the actions as detailed in FAR 4.804-5 necessary to administratively close an instrument with indirect cost within the time frame required by regulations. | Perform Instrument Closeout |
| Perform Administrative Closeout for Supplemental Procurement Instruments | Perform the actions as detailed in FAR 4.804-5 necessary to administratively close a supplemental instrument within the timeframe required by regulations. | Perform Instrument Closeout |
| Perform Applicant Prescreen | This activity is associated with conducting a preliminary screening of applicants to ensure those who would be disqualified (e.g. physically unfit, non-English speaking, or fail to generate a minimum score on the computerized Armed Services Vocational Aptitude Battery (ASVAB)) mini version are not sent forward to Military Entrance Processing Station (MEPS). This activity is also associated with collecting additional personal information (e.g., address, birth certificate, medical prescreen, and school transcripts) necessary for an applicant to apply to the Armed Services and documenting accession agreements (e.g., pay agreements, benefits). This may also include determining if the applicant has prior service and retrieving that information for use in the recruiting process. | HL Manage Recruiting |
| Perform Asset Accountability | This process records accountability and control for all property throughout its lifecycle, from when the Government takes title to or possession of property until when formally relieved of accountability by authorized means. This process also establishes the responsibility imposed by law, lawful order, or regulation, accepted by the Department for keeping accurate records, to ensure control of property, with or without physical possession. The responsibility, in this context, refers to the Department's fiduciary duties to protect the public interest. This process establishes and maintains the Department's formal property records, systems, and financial records, in connection with Government property, irrespective of whether the property is in the Department's possession. | Asset Accountability Common Supplier Engagement |
| Perform Asset Valuation | This process determines, records, and maintains the fiscal accountability requirements for asset values, depreciation, amortization and depletion of assets, and any adjustment to the valuation as a result of a change in the condition of the asset. This accountability shall include information that is recorded in the records of the Department of Defense financial and property management systems. | Perform Asset Accountability |
| Perform Assignment Screening | This process is associated with the screening of eligible candidates. This will include the review open requisitions, identify candidates to fill requisition, and select candidate to fill requisition activities. | Administer Assignment Action |
| Perform Budget Planning and Formulation | Perform Budget Planning and Formulation is the process of preparing the Budget Estimate Submission (BES) or Budget Change Proposals (BCP). Perform Budget Planning and Formulation is also the process of using the programs and fiscal guidance contained in the approved Program Objectives Memorandum (POM) as adjusted by the Program Decision Memorandum (PDM). The BES or BCP are then used to develop resource alternatives that are articulated in a series of Program Budget Decisions (PBDs) which in-turn are used to develop the President's Budget Submission. The President's Budget Submission then goes through hearing reviews, testimony, and revisions (i.e., the markup process) where upon authorizations and appropriations are agreed to and signed into law. | Budget-to-Report |
| Perform Budgeting | The Perform Budget provides a platform for a detailed review of program's pricing, phasing, and overall capability to be executed on time and within budget. The budgeting process addresses the years to be justified in the President's Budget and provides a forum to develop the Secretary's budget position. Budgeting also prepares the programs to be developed into appropriations. This diagram includes the development of budget guidance, review of component's budget proposals, and the budget hearing review between OSD, OMB, and the components. This diagram also includes the negotiation of top-line passback information from the OMB to ensure consistency with the President's Management Agenda. | Budget-to-Report Manage Budgetary Resources |
| Perform Build and Make and Maintenance and Sustainment | This process is associated with developing plant, property, and equipment assets, maintaining them in standard working condition, and extending their capacity, capability, or useful life through fabrication, assembly, mixing, separating, forming, machining and chemical processes. Examples of these activities include new footprint construction of buildings, and facilities and production of equipment, as well as repair, overhaul, restoration, and modernization of property and equipment. As referenced by the SCOR model for MAKE. | Asset Accountability Common Supplier Engagement |
| Perform Casualty Closeout Process | This activity is associated with performing the close out of the casualty process by reviewing the casualty investigation findings in order to produce a final casualty report and determine whether a casualty incident requires further review and investigation. The final casualty report of the casualty incident may include (but not be limited to) providing casualty status on missing personnel and identification of casualty information which may be released to the media and next of kin (NOK). | HL Manage Personnel Casualty |
| Perform Construction Restoration Modernization | The Perform Construction Restoration Modernization process incorporates real property construction, restoration and modernization activities such as engineering and architectural design, scheduling, executing construction tasks, inspection as specified by a contract, updating the construction-in-progress account and providing associated non-financial transactions. It utilizes resources for improving facilities and replacement work to restore facilities damaged by actions such as inadequate sustainment, excessive age, natural disaster, fire, accident, or other causes and facilitates the alteration of facilities solely to implement new or higher standards (including regulatory changes), to accommodate new functions, or to replace building components that typically last beyond overall service life (such as foundations and structural members). | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Perform Contract Surveillance | Performing contract administration functions to ensure compliance with contract terms. | Administer Procurement Instrument |
| Perform Cost Analysis | This process is initiated by a request for analysis being submitted from external or internal customers. Upon receiving this request, this process scopes the request, generates an action plan, and applies one or more techniques (forecasting, comparative analysis, or trending). After performing the necessary calculations, the results are interpreted and packaged in such a way as to provide actionable information to the customer(s). This process may yield reusable techniques that can be applied to future requests. The start event for this process is Analysis Requested. The end event is Analysis Performed. | Manage Cost |
| Perform Energy Analytics | Program managers within DoD identify the facility energy information needed to perform analyses that support investment and operations decisions. They then request that energy program managers include this data set in the internal reporting requirements which they request from DoD's energy reporting entities. These are iterative steps. Once available, the program managers may retrieve validated facility energy information from the central facility energy data repository for use as needed. | Manage Facility Energy |
| Perform Energy Project Measurement and Verification | The energy manager oversees execution of measurements and analysis needed to verify how effective an energy project is at reducing energy consumption, compared with planned reduction levels. | Manage Facility Energy Conservation |
| Perform ESOH Aspect Assessment | This process is the study or investigation of environment, safety, and occupational health aspects or issues and the determination of the nature and extent of the issue. A series of steps are taken to conduct this and can include, but is not limited to conducting environment, safety and occupational health inspection or investigation, comparing analysis result to criteria and characterizing nature and extent of the ESOH issue. This process is where comprehensive data or sample collection and analysis are conducted, and the assessment results are documented. | Perform ESOH Services |
| Perform ESOH Aspect Identification | This process reflects the initial actions taken to identify the activities, locations, products, and services where environment, safety and health concerns may exist. This process provides the initial check on the issue to ensure it falls within ESOH purview and collects enough information about the issue to proceed with the additional investigation as required. As an example, this process may identify issues of cultural or natural resource or explosives safety concern, a site of interest for restoration, or a process that transports, uses, or handles hazardous materials. The outcome of this process is the identification of any aspects, issues, and locations of environmental, range sustainability, safety, and occupational health, and a determination as to whether an ESOH aspect requires further evaluation to determine whether mitigation is necessary. | Perform ESOH Services |
| Perform ESOH Services | The Perform Environment Safety and Occupational Health Services process refers to distinct business areas within DoD that address environmental quality, restoration, range sustainability, occupational health, safety as well as fire and emergency services. While each program within these business areas operates in accordance with specific laws, regulations, DoD guidance, service level guidance and best practices, there are sets of common activities operating across these areas. Common activities include identifying and understanding the environment, safety, health or readiness issue, risk assessment, developing solutions, implementing solutions, developing agreements and the conduct of monitoring. | Accept Goods and Services Finalize Acceptance Manage Sales and Procurement |
| Perform Executive Level Planning | Perform Executive Level Planning is the process of reviewing the national military and national security strategies, developing the Department's Strategic Management Plan through the alignment of the nation's priorities to the strategic goals, objectives, measures, and initiatives. | Budget-to-Report Manage Budgetary Resources |
| Perform Facility Energy Review | The energy manager for a given facility oversees implementation of a periodic review of the facility's condition, usage, consumption levels and patterns, envelope, major equipment, and environmental setting, etc. in order to identify potential measures to reduce energy consumption and/or energy intensity. | Manage Facility Energy Conservation |
| Perform Financial Reporting | The ability to provide relevant financial visibility and real time information dashboards for DoD decision-makers and to summarize financial information for the purpose of producing mandatory reports in compliance with regulatory requirements and discretionary reports in support of other requirements. | Financial Visibility |
| Perform Head Agency Labor Review | This activity is associated with reviewing an agreement for legality/compliance with government-wide Laws, Policies, and Regulations. | HL Manage Labor Relations |
| Perform Healthcare Assessment and Plan for Care | This activity is associated with determining a need for healthcare services and directs the beneficiary to the appropriate level of care to receive the identified service in a timely manner. | HL Manage Access to Healthcare |
| Perform Identity Credential Revocation Closeout | This process includes conducting actions to close out the identity credential revocation process. This includes updating the identity credential log to reflect that the identity credential has been revoked and notifying the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) that the identity credential has been revoked. This may also include issuing a request for the identification card to be returned, collecting the card if it is returned, determining the appropriate method of disposal and disposing of the card accordingly. | Revoke Identity Credential |
| Perform Individual Training Course Evaluation | This activity is associated with gathering and analyzing instructor and student evaluations of individual training courses after completion of each course for perceived short falls/requirements adjustments and proposed modifications. | HL Manage Individual Training Course |
| Perform Inspection and Testing and Verification | This process includes a check on kind and verification of count and condition of goods received and services rendered. This includes evaluation of quality and compliance with the technical specifications of the contract. A discrepancy report is created if a discrepancy is noted. | Receive Goods and Services |
| Perform Installations Support | This is the process which provides for the execution of DoD installation management requirements to include facilities operations, installations support services activities such as Real Property Space Management and Fire Protection. | Accept Goods and Services Administer the Contract Asset Accountability Execute Contract Finalize Acceptance Manage Sales and Procurement |
| Perform Instrument Closeout | Closeout of the procurement instrument includes those processes that execute contract closeout procedures from physical completion confirmation to archiving contracts in accordance with statutory regulations. This also includes the requirements for records retention. | Procure-to-Pay |
| Perform Internal Review of Model Results | This process involves an internal review of the results of the populated cost performance model by the cost and revenue performance manager. | Populate Cost Performance Model |
| Perform Leave Administration | This activity is associated with managing request for leave or selling leave based on Member's eligibility and notifying appropriate parties of the request outcome. This activity is also associated with identifying employees to receive pay or leave change, processing pay or leave change, and communicating pay or leave change. | Hire-to-Retire |
| Perform Manpower Budgeting | This activity is associated with developing, reviewing, and adjusting budget estimates based on program requirements and in accordance with budgetary and congressional guidance. Program Budget Decisions are integrated with Department of Defense's (DoD) budget and incorporated into the President's budget. | Hire-to-Retire |
| Perform Manpower Planning | This activity is associated with projecting manpower requirements, identifying the mission list, and developing policy & procedure guidance, to support preparation of the Department of Defense budget, includes both budgetary and executionary requirements. | Hire-to-Retire |
| Perform Manpower Programming | This activity is associated with the process of compiling and projecting future manpower requirements, documenting these requirements, integrating them into the overall planning, programming, and budgeting process, and translating them into a form that provides a basis for personnel procurement, training, and assignment. | Hire-to-Retire |
| Perform Minimum Due Process | Check if DoD processes are providing to the debtor their due process (more fully due process of law) in respect all of the legal rights that are owed is according to the law of the land. | Manage Delinquent Debt |
| Perform Order Administration | Perform Order Administration is composed of monitoring the agreement or order to ensure that a seller is meeting requirements in accordance with the general terms and conditions for providing goods/services and performing the administration activities from IGT award to physical completion including change request management and closeout. | Administer Procurement Instrument IGT-IPP Systems View - Part 1 |
| Perform Period End Closing | Record preclosing and closing debit and credit transactions for proprietary, budgetary and memorandum accounts as part of the current yearend closing process for each general ledger account. | IGT-IPP Systems View - Part 2 Post to General Ledger |
| Perform Personnel Readiness Assessment | This activity is associated with managing, measuring and reporting the personnel readiness of the Department of Defense and its subordinate Components to execute the missions specified in the National Military Strategy. This includes conducting timely, modeling and scenario-based readiness assessments on a quarterly basis, to identify critical readiness deficiencies or capability shortfalls and risks in executing missions, developing and coordinating strategies to rectify these deficiencies or identifying appropriate measures to reduce these risks, ensuring these strategies are addressed in the program/budget plans, and reporting risks and findings to the appropriate parties (e.g., Senior Readiness Oversight Council (SROC)). This activity is also associated with providing reports on current and projected readiness issues, providing recommendations on readiness policy matters, and identifying deficiencies in the areas of training and personnel, to include issues such as medical, equipment, ordnance, and sustainment. | Hire-to-Retire |
| Perform Physical Asset Accountability | This process determines and records the physical control over fixed and moveable property. Physical control is a critical property management function exercised in concert with acquiring, receiving, maintaining, returning, and disposing of property. | Perform Asset Accountability |
| Perform Programming | Perform Programming is the process of using planning decisions, programming guidance, and congressional guidance for development of a detailed allocation of resources. Available resources are matched against requirements to develop the Program Objective Memorandum (POM) . POM reviewed along with other alternatives which address significant programmatic issues, such as airlift capacity, readiness, or modernization issues to create the Program Decision Memorandum (PDM). | Budget-to-Report Manage Budgetary Resources |
| Perform Quality Assurance on Aggregated Information | This process reviews the completeness and accuracy of information gathered. | Perform Receipt, Acceptance and Return |
| Perform Real Property Inspections and Verifications | This process comprises a (final and detailed) check on kind count and condition of goods received or a verification that services were rendered for the acceptance of the Real Property asset. It does not require detailed inspection or verification that contract terms have been met. | Perform Inspection and Testing and Verification |
| Perform Receipt | Acknowledge receipt of items and services listed under the contract's and intragovernmental order's customary or specified terms and conditions. This process includes the activities to unload transport, note date physically received, verify with manifest, note external visual condition, verify package count, and acknowledge delivery. | IGT-IPP Systems View - Part 1 Perform Receipt, Acceptance and Return |
| Perform Receipt, Acceptance, and Return | Perform Receipt, Acceptance and Return involves confirming that goods and/or services were delivered as ordered, any errors were resolved, and formal acceptance was rendered by the government. This process may also include the generation of an acceptance document, government ownership of goods tendered, and the accrual of a liability and expenditure. When formal acceptance is not rendered by the government, items must be returned to vendors. Examples of returns include overages, damage, mis-orders, or mis-picks. This activity also includes physical receipt of goods. This process step connects to the asset accountability portion of the BEA. | Procure-to-Pay |
| Perform Renewable Energy Measurement and Verification | The energy manager oversees execution of measurements and analysis needed to verify how effective a renewable energy project is at producing renewable energy, compared with planned production levels. | Manage Renewable Energy Production and Purchase |
| Perform Reporting | This activity includes receiving financial and management reporting requirements, preparing the information product, and distributing the finished product to the requestor. The activity distributes information in a specified format for analysis and decision-making. This activity routinely involves summarizing and clearly communicating information collected through various means and provides output results based on specified reporting requirements such as format, frequency and type. | Budget-to-Report |
| Perform Reprogramming and Transfers | This process realigns funds from the original Congressional enactment or subsequent distribution of funds to new areas. | Budget-to-Report Manage Budgetary Resources |
| Perform Required Financial Statement Eliminations | Buyer and seller document identified balances resulting from intraagency transactions that should be eliminated during the financial statement consolidation process. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Perform Root Cause Analysis and Reform Inventory Control Procedures | The Perform Root Cause Analysis and Reform Inventory Control Procedures process determines the source and reason for inventory variances resulting from the execution of a physical inventory, and modifications to the inventory control procedures as required. | Conduct Physical Inventory |
| Perform Site Renewable Energy Assessment | The energy manager collects and reviews site characteristics (e.g., climate, geography, land use) and renewable technologies to identify potential renewable energy development opportunities. | Manage Renewable Energy Production and Purchase |
| Perform Status of Funds Reconciliation | Perform status of funds reconciliation is required to support the management of funds available for commitments and obligations. It also provides information necessary for internal decision-making on how funds were spent throughout a specific accounting period (e.g. fiscal month and fiscal year). | Manage Execution Fund Account |
| Perform Treasury Operations | The Perform Treasury Operations process includes the execution of disbursements and collections, and all related Treasury reporting. The process also includes replacement of financial instruments for use by the Department of Defense. This process also includes cash management and the management of securities held for the production of investment revenues, net of premiums and discounts. The process also includes reconciling Fund Balance With Treasury (FBWT) transactions with Treasury information to assure proper and timely posting of the undistributed disbursements and collections. | Budget-to-Report |
| Perform Workforce Analysis | This activity is associated with conducting workforce analysis, and providing workforce analysis information. This may include (but is not limited to) the analysis or modeling of strengths, work years, grade distribution, career paths, accession goals, and losses in relation to specified mission needs within budgetary constraints. This also includes strength planning, detailed formulation of force restructuring programs (e.g., Stop Loss, mandated retraining, Reduction-in-Force), reserve and active duty tour requirements, and support of reserve man days, mobilization, demobilization, and retention initiatives management. This activity is also associated with determining internal/external environment analysis scope and objectives, collecting internal/external environment data, analyzing internal/external environment data, disseminating internal/external environment analysis results, identifying external environment data collection protocols, and defining external environment analysis protocols. | Hire-to-Retire |
| Populate Asset Data Elements | The Populate Asset Data Elements process assigns asset information to data elements fields. | Create Initial Asset Record |
| Populate Cost Performance Model | This process collects input data from Industry Partners, Government Partners and Other Domains and distributes it to the responsibility segments and cost objects outlined in the model framework. This is accomplished according to the methodologies incorporated by the Define Model process and produces the cost and revenue measurements (populated model) to be consumed by user communities. The model results may also be utilized by the Perform Analysis process. The start event for this process is Model Completed. The core steps associated with this process are capturing business event data, accumulating or allocating costs to final objects within a model, applying anomaly detection criteria to model results, and reviewing and publishing approved model results. The end event for the process is Model Populated. | Manage Cost |
| Populate Retirement Order | This process includes populating a retirement order to include verification and compliance with Service policies. | Manage Military Personnel Retirement |
| Post General Ledger Transactions | Record the financial impact of the transaction and required attributes needed for the general ledger balances. | IGT-IPP Systems View - Part 2 Post to General Ledger |
| Post to General Ledger | The Post to General Ledger Process involves the capturing, summarizing and posting of the financial impact of business events. The core steps performed within this process include capturing the business event, generating the general ledger transaction and posting the transaction. | Budget-to-Report Manage General Ledger |
| Prepare Accession Shipping Arrangements | This process includes preparing the accession shipping arrangements, including shipper projections and seat blocking requests. | Perform Accession Shipping |
| Prepare Advice of Collection | Prepare advice of collection to record the debit voucher information from the Financial Institution. Original collection information can be used as a reference to record the debit transaction to the appropriate appropriation. | IGT-IPP Systems View - Part 1 Manage Collections |
| Prepare Assignment Order | This process includes preparing an assignment order requirement to determine the order type and order action. | HL Manage Assignment |
| Prepare Award Order | This activity is associated with reviewing an award order requirement to determine the order type and order action, populating the award order to include verification and compliance with DoD policies, drafting the order, and forwarding for approval. | HL Administer Recognition Program |
| Prepare Award Reclama Decision | This activity is associated with researching and providing new evidence substantial enough to support reconsideration for an award, reviewing the reclama documentation, approving or disapproving an award request based on new evidence provided, and documenting the decision on the reclama. | HL Administer Recognition Program |
| Prepare Award Recommendation Request | This activity is associated with providing eligibility award criteria, preparing justification documentation for the recommended award based on the Member's profile, and completing the award recommendation request. This activity also includes submitting an award recommendation request, approving the Member's eligibility information, and submitting an award request reclama. | HL Administer Recognition Program |
| Prepare Certificate of Release or Discharge from Active Duty Form | This process includes preparing and issuing the Member's final separation Certificate of Release or Discharge from Active Duty Form (DD Form 214). | Manage Military Personnel Retirement |
| Prepare Certified Business Partner Payment | This process involves the preparation of the Certified Business Partner Payment which is sent to Disbursing after being certified by a Certifying Officer in accordance with the Certifying Officer's Legislation. At this point the funds balance within the General Ledger is checked to verify the availability of funds. For payments against a case implemented in the Foreign Military Sales Trust Fund, the payment is not released to Disbursing without Expenditure Authority. The Electronic Funds Transfer information for the vendor, or other party owed by the Government, is also included in the Certified Business Partner Payment, if applicable. | Manage Procurement Entitlement |
| Prepare Deposit Ticket and Advice of Collection | Prepare a deposit ticket and other documentation to support the collection. | IGT-IPP Systems View - Part 1 Manage Collections |
| Prepare Detailed Scope and Current Working Estimate | This process involves the development of the work summary and estimation of associated costs. | Develop and Update Work Order |
| Prepare DoD Apportionment Request for Submission | Final preparation of the SF 132 Apportionment Request for submission to the OMB requires examination, validation and justification of the provisions of the request. For example, the specific funding categories requested need to be evaluated in terms of the net amount of budget authority to be realized and needed to support operations for the apportionment period. | Execute Apportionment and Allocate Funds Execute Contract Manage Sales and Procurement |
| Prepare DoD's Initial President's Budget Submission | Prepare DoD's budget for inclusion to the President's Budget. This includes the adjusted Program Objective Memorandum (POM) and Budget Estimate Submission (BES) for the DoD Future Years Defense Program addressing major defense budget issues. Off-year, the DoD set of fully resourced changes to the program and budget submission in the off-years of the Planning, Programming, Budgeting, and Execution process. This comprises both Program Change Proposals (PCPs) and Budget Change Proposals (BCPs) for the off-years. BCPs cover fact of life changes (e.g. cost increases, schedule delays, management reform savings, and workload changes) and changes resulting from Congressional actions. | Perform Budgeting |
| Prepare DoD's Response to Passback | Prepare the DoD's passback response to include comments and feedback from the military services and defense agencies on the issues or inquiries raised during the OMB/OSD budget hearing review. | Perform Budgeting |
| Prepare Enlistment Extension Service Agreement | This activity is associated with preparing the enlistment extension Service agreement for both Member's and witnessing official's signature, and facilitating the signing of the enlistment extension agreement by both the Member and the witnessing official(s). | HL Manage Enlistment Extension |
| Prepare Environmental Liabilities Information for Financial Reporting | This process covers steps to determine, update, validate, verify and disclose the environmental liability information for purposes of financial reporting. The process includes development of information to create a new transaction or entry for the general ledger of the financial statements to reflect: (1) an increase or decrease in the recognized environmental liability amount based on inflation and/or a change in scope; or (2) the performance of work that reduces the liability. The process also validates that complete and appropriate documentation exists to support the environmental liability amount reported on the financial statements. Steps covered under this process would include determining the liability amount; Update Liability Amount; Validate EL Information; Disclose EL Information. | Perform ESOH Services |
| Prepare Final Period End or On Demand Financial Statement | Final period end or on-demand financial statements are created after closing entries have been processed, initial identified anomalies resolved, the trial balance approved, financial statement eliminations have been performed and audit reviews and feedback have been incorporated on the Draft Period End or On Demand Financial Statement. The Final Period End or On Demand Financial Statement will include Statement of Net Cost, Statement of Changes in Net Position, Statement of Budgetary Resources, Statement of Financing, and Statement of Custodial Activity. Final on-demand financial statements may include all of the previously listed financial statement or a subset identified by management. The final period end or on-demand financial statements are then analyzed and provided to management for review and certification. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Prepare for Labor Negotiation | This activity is associated with establishing the team, identifying a chief negotiator and negotiation approach, and training the team in areas of problem solving and negotiation skills. This activity also includes anticipating interests, identifying objectives, and preparing for negotiation sessions. | HL Manage Labor Relations |
| Prepare Initial Trial Balance | This process initiates preparation of the initial trial balance to include closing transactions posted and before financial report level review, analysis, reconciliation and adjustment. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Prepare Paid Disbursement Voucher | Prepare documentation which supports that payments have been disbursed, including a copy of payment voucher, copies of invoices, check stub, if applicable. The Paid Disbursement Voucher supports updating the general ledger and managing execution with the U.S. Treasury. | Manage Disbursements |
| Prepare Personnel Grade Change Order | This activity is associated with reviewing a personnel grade change order requirement to determine the order type and order action, verifying personnel grade change eligibility to ensure that Members are not disqualified from the orders generation process, populating the personnel grade change order to include verification and compliance with Service policies, drafting the order, and forwarding the order for approval. | HL Generate Personnel Grade Change Order |
| Prepare Pre Solicitation Notice | This process includes generating a pre-solicitation notice to support sourcing decisions. The intent is to give potential suppliers notice regarding a potential solicitation in order to generate interest and enable the buyer to receive the best value through increased competition. | Award Procurement Instrument |
| Prepare Product Hazard Data Request for Source | This process involves preparing and submitting a request for product hazard data (PHD) to an external non-DoD source (eg. manufacturer, vendor or supplier). The request includes both sufficient information to identify the product and the PHD that is needed. | Perform PHD Stewardship |
| Prepare Reimbursable Bill | Prepare manual reimbursable bill when an automated billing procedures cannot be used for transactions within Department of Defense and other federal agencies. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Prepare Report for Congressional Review | Depending on the appropriation affected by the reprogramming request, the reprogramming package is prepared according to the Appropriation Act guidelines and submitted by USDC to the Congressional Defense committee. | Manage Baseline for Reprogramming |
| Prepare Request for Continuing Resolution Act Estimates | Guidance is issued from the OSD? and requests made for expenditure projections under a presumed period of continuing resolution, in accordance with OMB Circular A-11, DoD policies and practices and impending Congressional resolutions. The expenditure projections, unless otherwise authorized, serve as limitations of the rate of expenditure, defined by the actual outstanding and existing obligation vehicles carried forward into the new fiscal year and at rates of the prior fiscal year. | Execute Continuing Resolution |
| Prepare Request for Control Board Approval | Obtain control board approval for the new financial management request. This approval needs to be obtained before implementation. | Manage Financial Management Policy |
| Prepare Requirements for Submission to Congress | Once OMB has approved the reprogramming requirements, the comptroller prepares a reprogramming package (DD1414) for submission to Congress. | Perform Reprogramming and Transfers |
| Prepare Requirements for Submission to OMB | At various Component levels, funding requirements needed to support ongoing steady state operations, changes to requirements and new initiatives are evaluated, based on budget execution rates, trends, and changes to or misaligned funding allocations. The analysis is aimed at determining the amounts of funding needed for both current and planned programs. The aggregated requirements are assembled and evaluated regarding future needs versus projected funding, and strategies developed for closing gaps. Possible reprogramming action requests are developed for submission to OMB for Congressional review and possible pre-approval (DD1414). | Perform Reprogramming and Transfers |
| Prepare Schedule of Cancelled Checks | A listing of all checks that must be cancelled and have not yet been mailed is prepared for transmission to the Federal Clearinghouse. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Prepare Separation Order | This activity is associated with reviewing a separation order requirement to determine the order type and order action, populating the separation order to include verification and compliance with Service policies, drafting the order, and forwarding for approval. | HL Manage Military Personnel Separation |
| Prepare Testimony | This is the preparation of testimony to respond back to the Congressional Inquiries. | Support Congressional Budget Review |
| Prepare Transfer Requirements for Submission to OMB | Process and issue budgetary documents (e.g. DD Forms 1414, 1415 & 1416) to adjust the losing and gaining budgetary resources. Documentation is sent to OMB to support the determination of reductions in apportionment. | Perform Reprogramming and Transfers |
| Preposition Withdrawal | The withdrawal is systematically pre-positioned to determine the specified date and areas that funding will be withdrawn. | Execute Rescission, Cancellation and Deferrals |
| Prioritize Manpower Requirement List | This activity is associated with reviewing the projected force structure and prioritizing requirements submitted by the Service Headquarters. | HL Manpower - PPBE |
| Process Accrued Severance Liability Information | Account that records pay for employees who are involuntarily separated from their jobs. This account does not reflect foreign national separation. Supporting documentation include information for calculations of severance and disbursement vouchers. | Manage Liabilities |
| Process Additional Accounts Payable Information | This process collects the additional accounts payable information needed to send to the Disbursing Officer in order to complete and ensure proper processing of the accounts payable or liability for payment. | Manage Procurement Entitlement |
| Process Administrative Wage Garnishment | This process receives the information from the business community that process the financial and accounting information associated with administrative wage garnishment. | Manage Delinquent Debt |
| Process Advice of Payment Request | This process generates a note outlining the details of a payment to the vendor, or other party owed by the government. | Manage Procurement Entitlement |
| Process and Document Waiver Request | If waiver request has been received, review and obtain appropriate approvals to process the waiver for the delinquent debt. This process allows DoD to process the waive interest, administrative costs, and penalties applied to customer/debtor accounts. | Manage Delinquent Debt |
| Process and Submit Validated Evidence | This process involves the organization, validation, and submission of acceptance evidence received. | Update CIP and or WIP Account |
| Process Approved Requirement | This process involves combining multiple and/or joint requirements or decomposing large requirements (to break apart). The intent is to refine requirements developed by DoD buyers so that they can be communicated to the potential suppliers. This process also reviews requirements to determine purchase card applicability and creates a purchase card requirement. | Execute Requisition Process Requirement |
| Process Authorized Personnel and Benefits Liability Information | Receive estimated liability for amounts withheld for employees' salaries for taxes, employee benefit contributions, wage garnishments, and other withholdings that have been earned but are unpaid to the third party. | Manage Liabilities |
| Process Cancel Payment | This is the interaction with suppliers to cancel payment. | Manage Procurement Entitlement |
| Process Cancel Payment Request Returned | Response to a returned cancellation request. | Manage Procurement Entitlement |
| Process Cash Payment | Verify cash disbursement voucher prior to disbursing cash to the payee. Also each voucher for payment must be marked to prevent duplication of payment. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Process Collection Voucher and Deposit | Process collection vouchers and deposits based on the type of collection and information received from Treasury, and assign the Collection Voucher Number to the transaction. | IGT-IPP Systems View - Part 1 Manage Collections |
| Process Contract Clauses | This process includes verifying the payment request against the FAR based contract to determine any adjustments based on contract clauses (i.e., contract holdbacks) and creates new accounts as needed. | Manage Procurement Entitlement |
| Process Discrepancies for Other Goods and Services | This includes the processing of a discrepancy with the expected outcomes for the goods or services. This includes listing the goods or services you have chosen not to accept, listing the reasons for rejection, and processing discrepancy dispute updates. This includes a determination of acceptable discrepancies. This process applies to all goods and services, excluding real property. For the Seller, this process includes negotiation and resolution of discrepancies. | IGT-IPP Systems View - Part 1 Perform Receipt, Acceptance and Return |
| Process Evidence | Use of performance evidence to confirm that the rendering of services or tendering of goods has been performed, to update the Government supplier's asset record, to update goods in transit accounts, and to trigger the suppliers' receivables process for services. | Administer Procurement Instrument IGT-IPP Systems View - Part 1 |
| Process Funded and Unfunded Leave Information | Funded leave (vacation or sick) which is a compensated absence that is earned and payable in current period. Unfunded leave is leave that is earned but will be paid from future appropriations. A footnote disclosure is required for required for unfunded leave. Funded/Unfunded leave is an estimate of earned unpaid and unfunded leave for civilian and military employees. The required supporting documentation is payroll and leave records. Calculations should also take into account any future pay increases. | Manage Liabilities |
| Process Funded Payroll and Benefits Information Civilian and Military | Funded payroll and benefits accounts shows estimated salaries and benefits of civilian and military employees. The estimate should include the supporting documentation detailing the calculations which include payroll records, documented estimates, and disbursement vouchers. Accrual is removed from the books when the pay has been disbursed. Accounts used for accrual Accrued Payroll Civilian and Accrued Payroll Military. | Manage Liabilities |
| Process Intragovernmental Order Closure Notice | Respond to notice from the Government buyer or seller of an intragovernmental order and agreement by closing and archiving the order and agreement. | IGT-IPP Systems View - Part 1 Perform Instrument Closeout |
| Process Intra-Governmental Payment and Collection | Intra-governmental payment and collection Information may be consolidated according to payee and scheduled payment date so that a consolidated transaction is provided to the payee. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Process Overpayment | FBwT: TBD | IGT-IPP Systems View - Part 1 |
| Process Policy Changes | Define new or updated accounting policies based on the requirements that were approved by the Control Board. This process also includes relevant coordination within the Department of Defense. | Manage Financial Management Policy |
| Process Pre Payment Information | Notify the seller that a prepayment has been made before goods and/or services are received. | Manage Procurement Entitlement |
| Process Refund | This process generates and sends a refund request to the supplier for a refund payment due to DoD because of overpayment or erroneous payment. | Manage Procurement Entitlement |
| Process Rejected Ready to Pay File | This is the reprocessing of a rejected Ready to Pay File. | Manage Procurement Entitlement |
| Process Requirement | This process supports the receipt of approved, funded requirements from requestors; analyzing, refining, and monitoring requirements; combining together multiple requirements or decomposing large requirements; and collaborating with requirement owner/requestor to clarify requirements. This process also involves collecting new and past requirements and assessing past contracts and contract modifications from various sources and analyzing them to support enterprise and local planning for strategic sourcing. | Asset Accountability Common Supplier Engagement Execute Program Sub-process |
| Process Returned Payment Notice | This is the reprocessing and reissuing of a payment that has been returned for several reasons. In the case of check payments, this could be due to improper mailing address information or perhaps a deceased payee. In the case of Electronic File Transfer payments, this could be due to improper ABA routing number, improper account number or payment being rejected by the recipient. | Manage Procurement Entitlement |
| Process Stop Payment Notification | This is the interaction with suppliers to stop payment. | Manage Procurement Entitlement |
| Procure-to-Pay | Procure to Pay encompasses all business functions necessary to obtain goods and services using procurement processes and procedures including: executing procurement requirements, strategy, procurement award and management, receipt and acceptance, entitlement, disbursement and closeout. | Procure-to-Pay |
| Produce Identity Credential | This process includes producing the appropriate identity credential or identity credential materials for a DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent). This includes printing the card, laminating it in accordance with Department of Defense (DoD) regulations, and associating the appropriate information with it. | Issue Identity Credential |
| Produce Payroll Reports | Process includes producing payroll reports (e.g., LES, accounting reports). | Manage Compensation |
| Provide Accession Processing Schedule | This process includes sending the confirmed schedule for accession processing, which may include (but not be limited to) the locations, dates and times. | Manage Applicant Processing Scheduling |
| Provide Additional Information on Required Identification Documents | This process includes explaining why the identification documents that were presented are not sufficient and explaining the identification documents necessary to proceed with the identity credential issuance process. | Issue Identity Credential |
| Provide Assignment Action Decision | This activity is associated with capturing the decision outcome for an assignment action to include counseling Member on the assignment action, documenting acceptance or declination of assignment, updating of the personnel/pay record, and documenting any recommendations and or comments from the Approval Authority. | HL Manage Assignment |
| Provide Assignment Action Outcome | This process is associated with capturing the decision outcome for an assignment action to include notification of the decision, update of the personnel/pay record and any recommendations and or comments by the Approval Authority. | Administer Assignment Action |
| Provide Assignment Order Decision | This process includes reviewing the draft order, associating travel authorization information for approval/disapproval, and acknowledging the order (if required). This process may also include determining candidate eligibility. | HL Manage Assignment |
| Provide Award Order Decision | This activity is associated with authenticating award orders and reviewing the draft order information for approval/disapproval. This activity also includes updating the order effective date and the order type. | HL Administer Recognition Program |
| Provide Correction of Military Record Decision | This activity is associated with reviewing an administrative package (e.g., correction of military record request, proof of proper interest, and evidence), making a decision on a correction of military record request, notifying appropriate parties of a request approval or disapproval, reviewing a recommendation from the Board for Corrections of Military Records (BCMR) for approval or disapproval, returning a case to the BCMR for reconsideration, and providing additional information to the BCMR upon request. | HL Manage Human Resources Information |
| Provide Decision on Human Resources Information Request | This activity is associated with providing a decision on a Human Resources Information Request. | HL Manage Human Resources Information |
| Provide Decision on Leave Request | This activity is associated with determining eligibility for leave, making authorization of leave decision, sending notification of leave authorization decision to appropriate parties, and updating the Time, Absence, and Labor profile with leave information. | HL Perform Leave Administration |
| Provide Decision on Organization Controlled Absence Request | This activity is associated with making a decision on an organization controlled absence request, notifying the appropriate parties of the decision made, and updating the Time, Absence, and Labor profile with the decision information. This process may also include counseling the Member on absence status. | HL Perform Absence Administration |
| Provide Enlistment Extension Request Decision | This activity is associated with validating enlistment extension terms, processing any extension waivers, making a decision on an enlistment extension request or enlistment extension appeal, notifying a Member of the approval or disapproval of the request, counseling a Member on the appeal process, and documenting the enlistment extension request or appeal decision. | HL Manage Enlistment Extension |
| Provide for Government-wide Labor Consultation | This activity is associated with providing national unions the opportunity to comment on proposed government-wide or agency rules, regulations, and policies prior to implementation (as appropriate). | HL Manage Labor Relations |
| Provide Grievance Resolution | This activity is associated with reviewing a grievance and providing a resolution. This activity may include (but not be limited to) determining who has the appropriate jurisdiction to resolve the grievance, providing guidance on available resolution options (e.g., problem solving, mediation, fact-finding, facilitation, conciliation, settlement conferences, ombudsmen, peer review, and arbitration), counseling personnel if necessary, coordinating with the appropriate agency or organization to resolve the grievance, and documenting the resolution. This activity may include (but not be limited to) determining if the grievance requires assistance to be resolved and transferring the grievance to the appropriate parties (e.g., legal, commander, and Inspector General). | HL Administer Grievance Process |
| Provide Human Resources Consultative Support | This activity is associated with identifying consultative needs, developing consultative strategy and plan, developing content and tools, and providing counsel. | HL Manage Personnel Planning |
| Provide Involuntary Enlistment Extension Waiver Decision | This activity is associated with requesting an exemption from involuntary enlistment extension by a Member (e.g., financial, educational, and compassionate hardships). This activity also includes making a decision on the waiver request by the Career Approval Authority, notifying the Member of the approval or disapproval, and recording the involuntary enlistment extension waiver approval. | HL Manage Enlistment Extension |
| Provide Leave Sell Back Eligibility Notification | This activity is associated with notifying the appropriate parties of the Member's eligibility or ineligibility to sell leave and updating the Member's profile with leave sell back information as necessary. | HL Perform Leave Administration |
| Provide Line of Duty Appeal Decision | This activity is associated with providing a Line of Duty (LoD) appeal decision. This may include (but not be limited to) making a decision on an appeal request, documenting the appeal decision, and sending notification of the appeal decision to the appropriate parties (e.g., Member, Casualty Area Commander, family member). | HL Manage Line of Duty Determination Process |
| Provide Line of Duty Appeal Process Counseling | This activity is associated with providing Line of Duty (LoD) appeal process counseling. This may include (but not be limited to) reviewing a LoD decision, explaining the LoD decision, and advising on LoD appeal procedures. | HL Manage Line of Duty Determination Process |
| Provide Performance Evaluation Appeal Decision | This activity is associated with preparing an appeal document, submitting the appeal document for disposition, reviewing the appeal package (package includes the appeal document and any other supporting documentation), approving or disapproving the appeal, conducting an appeal hearing if necessary, and capturing the decision on the appeal. This activity also includes processing evaluation refutals and sending appeal decision notification. | HL Administer Performance Evaluation |
| Provide Personnel Grade Change Order Decision | This activity is associated with authenticating the orders, which includes reviewing the draft order information for approval/disapproval. This may include (but not be limited to) an update of Service obligation start date, Service obligation length, order effective date, and order type. | HL Generate Personnel Grade Change Order |
| Provide Personnel Requirement Request Decision | This activity is associated with capturing the decision outcome for a personnel requirement request to include documenting the validation or non-validation of the request. This also includes maintaining current status information on the personnel distribution plan as well as recording approved variances from the plan and assignment orders that satisfy personnel requirement requests. | HL Manage Personnel Distribution |
| Provide Physical Evaluation Disposition | This activity is associated with reviewing a Member's severity rating, applicable retention standards, and providing a disposition decision on fit for duty. This disposition can result in a Member action to return to duty or separate/retire. | HL Manage Physical Evaluation Process |
| Provide Separation Decision | This activity is associated with determining if separation approval is required, determining if a separation board is required, conducting a separation board, providing a documented decision for separation, notifying the appropriate parties of a separation decision, generating a separation order requirement, and updating the separation profile with decision information. This activity may include (but not be limited to) reviewing information related to a reduction in force or stop loss. | HL Manage Military Personnel Separation |
| Provide Separation Order Decision | This activity is associated with authenticating separation orders to include the review of the draft order information for approval/disapproval. This activity also includes updating a Service obligation start date, a Service obligation length, an order effective date, and an order type. | HL Manage Military Personnel Separation |
| Provide Workforce Analysis Information | This activity is associated with providing the end result of workforce analysis (e.g., force and simulation modeling information, strength planning information, prospect location information and force restructuring programs information) to be utilized in aspects of workforce planning needed within DoD and may be provided to other branches of the federal government. | HL Perform Workforce Analysis |
| Publish Analytical Results | This process step publishes the analytical results of the cost performance analysis to be reviewed by the Business Operations group for further dissemination to interested parties. | Perform Cost Analysis |
| Publish Base for Programming | Once congressional feedback has been incorporated and it is determined that there is a need for a baseline report, the reprogramming baseline report is published by the Comptroller. | Manage Baseline for Reprogramming |
| Publish Fiscal and Program Guidance | Publish fiscal and program guidance to be utilized by the components in developing and submitting their Program Objective Memorandums. | Perform Programming |
| Publish Model | An administrative step that adds the completed model and supporting information to the inventory of existing models. This step may be supported by the concept of version control and configuration management. This process captures relationship between the customer requests and model(s) used to satisfy them. By maintaining these relationships, the cost revenue performance manager can rapidly respond to customer requests for new or changed models. | Define Cost Performance Model |
| Publish Model Results | This process step broadcasts the availability of the populated model for further dissemination to interested parties. This may include the provisions of explanations, instructions, recommendations, and supporting documentation regarding the model results. | Populate Cost Performance Model |
| Publish Performance Evaluation Rating Chain | This activity is associated with preparing, publishing and distributing the performance evaluation rating chain to the appropriate parties. | HL Administer Performance Evaluation |
| Publish Program Reports | A finalized Report of Programs is generated automatically once the data base is updated, considered current and accurate. | Manage Report of Programs |
| Purchase or Transfer In Investments | Purchase or the transfer in of US Treasury investment securities, including calculating amortization purchase premiums and discounts. A transaction confirmation should be received from Treasury. | Manage Investments |
| Reactivate unit | This activity is associated with activating an inactive unit. | HL Manpower - Manage Organizational Structure |
| Reassign Personnel Security Clearance Sponsor | This activity is associated with transferring and converting existing clearances and Commercial And Government Entity (CAGE) code reassignments to the appropriate clearance sponsors. | HL Manage Personnel Security |
| Re-Calculate New Accounts Payable Balance | Based on updated information received from the supply chain entitlement process, re-calculate the accounts payable balance. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Re-Calculate Outstanding Penalty, Administrative Fees and Interest Balance | Upon liquidation of associated fees, the amounts for the delinquent debts will be re-calculated to determine the updated receivable balances. | Manage Delinquent Debt |
| Re-Calculate Outstanding Principal Balance | After application of funds collected the amount of outstanding administrative fees is recalculated. | Manage Delinquent Debt |
| Receive Accepted FMS Trust Fund Letter of Offer and Acceptance Document | The physical receipt of the Foreign Military Sales Trust Fund Letter Offer and Acceptance document countersigned by DSCA and signed by the purchaser, if required. | Implement Case in Foreign Military Sales Trust Fund |
| Receive Accession Shipping Packet | This process includes receiving and reviewing the accession shipping packet. | Perform Accession Shipping |
| Receive Accounts Payable Supporting Documentation | Receive documentation that supports and authorizes the requested accounts payable transaction; documentation must show basis for amount recorded and terms of payments | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Receive Adjustment for Delivered Orders and Accounts Payable | Adjust the amount accrued or due for services performed by contractors, vendors, employees, grantees, and other Government funds; adjustment to goods and tangible property received. Adjustments made prior to disbursement. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Receive and Prioritize Requirements | This process involves the consolidation and the systematic categorization of stakeholder requirements. | Develop and Update Work Order |
| Receive and Review Proposals | This process reflects the Contracting Office receiving proposals from suppliers and eliminating certain proposals that are not timely or responsive. This process could include conducting limited exchange with the Proposers for clarification as necessary. This process includes receiving proposals from a single supplier in the case of sole source solicitations. | Award Procurement Instrument |
| Receive and Review Purchase Request | Review the purchase request to determine if it adequately describes the required supplies or services so that a procurement can be initiated. | Receive and Accept Purchase Request |
| Receive and Validate Request for Billing | This process determines the accuracy of the billing request. The billing request must have a valid receivable data to generate the appropriate payment request to the customer as a result of goods tendered, services rendered, or other adjustments (e.g. requested refunds). | IGT-IPP Systems View - Part 1 Manage Receivables |
| Receive Budgetary Resources | Receive budgetary resources that will allow DoD the ability to spend federal funds. Budgetary resources includes appropriated and non-appropriated funds. | Execute Apportionment and Allocate Funds |
| Receive Cash Payment Receipts | Cash receipts are received from external or internal DoD customer by a person designated within the Disbursing Office to process all cash receipts. | IGT-IPP Systems View - Part 1 Manage Collections |
| Receive Certified Payroll Files | Process includes reviewing the certified payroll files received from the approval authority. | Manage Compensation |
| Receive Collection Receipts | DRAFT: This process involves receiving collection receipts and any supporting documentation related to remittance (i.e. copy of checks, demand letter, advise of payment documentation) from the business operations within DoD and from the Treasury to record collections. This information is used in conjunction with deposit information to collect funds to the appropriate appropriation. This process involves receiving collection receipts and any supporting documentation related to remittance (i.e. copy of checks, demand letter, advise of payment documentation) from the business operations within DoD and from the Treasury to record collections for Intragovernmental transactions. This information is used in conjunction with deposit information to collect funds to the appropriate appropriation. | Administer the Contract IGT-IPP Systems View - Part 1 Manage Collections Manage Sales and Procurement |
| Receive Debit Vouchers | This process receives the debit voucher that provides information on how to recover funds from returned checks which are not paid for any reason by the bank on which they are drawn. When a check is returned unpaid, the deposit ticket cannot be recalled, corrected, or resubmitted. The receiving bank prepares a debit voucher for the difference of the deposit amount. The accounts receivable and collection accounts will be adjusted upon receipt of an unpaid check and copies of the debit voucher from the receiving bank. | IGT-IPP Systems View - Part 1 Manage Collections |
| Receive Debt Close-Out or Remission Information | The receipt of the close out and/or remission request allows DoD to cease any further administrative or legal action to collect debts and generate the appropriate accounting transactions to adjust the outstanding accounts receivable balance. | Manage Delinquent Debt |
| Receive Design Approval Response | This Receive Design Approval Response process receives approval response for the design project which may be approved, deferred or not approved. | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Receive Goods and Services | This process involves all actions taken by a receiving activity from the performance of a service by a provider or from the physical turnover of material by a carrier until the on-hand balance of the accountable stock record file or in-process receipt file is updated to reflect the received material as an asset in storage, or the material is issued directly from receiving to the customer. Acknowledgement of receipt of evidence of performance triggers the clock for constructive acceptance. | Manage Sales and Procurement |
| Receive Other Receipts | Receive any receipts other than those included with a Debit Voucher or those that are a collection against an open receivable (established when goods or services were provided). | IGT-IPP Systems View - Part 1 Manage Collections |
| Receive Project Evidence | This process involves the receipt of documentation of the act of assuming ownership of legal title and accountability of goods tendered and services rendered, excluding Real Property Placed in Service Notification. This serves as proof that the deliverables received or services rendered have been provided fulfilling specified terms and conditions against the previously agreed upon agreement, contract, and/or intragovernmental order between the supplier and the buyer. It also must include information necessary for Asset Valuation (e.g., capitalize vs. expense determinations). | Update CIP and or WIP Account |
| Receive Public Comments on Draft Request for Proposal | The received comments may or may not be incorporated for final release of the Request for Proposal for approval. | Award Procurement Instrument |
| Receive Request for Emergency Implementation of Case in FMS Trust Fund Case | DSCA receives a request to implement a case in accepted status, but prior to receipt of the amount due with acceptance. | Implement Case in Foreign Military Sales Trust Fund |
| Receive Write-Off Request | DoD determines if the debt is uncollectible. If the debt is identified as uncollectible, the DoD should write-off the debt. If the debt is not identified as uncollectible, the agency evaluates the need for an adjustment. This process allows DoD to review each debt eligible for write-off to determine whether it should be written off and consider or whether it should be classified as currently not collectible or close-out. | Manage Delinquent Debt |
| Reclassify Contract Holdback to Accounts Payable | Reclassify contract holdback liability to an accounts payable once vendor has completed contractual obligation and upon receipt of certification from contracting officer to release contract holdback. | Manage Liabilities |
| Reconcile Deposits | DoD reconciles the agency's reported deposits and debit vouchers transactions with Treasury Statement of Differences Deposit Transactions. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Reconcile Disbursements | DoD reconciles the agency's reported disbursements and OPAC transactions with Treasury Statement of Differences Disbursing Transactions. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Reconcile Manpower Allocation Discrepancy List | This activity is associated with reconciling discrepancies between the Manpower Budget Requirements and the Manpower Allocation. Discrepancies that cannot be amended are sent back to the Manpower Programmers for necessary adjustments. | HL Manpower - PPBE |
| Reconcile Program Information | In this process, program information is reconciled and reviewed for anomalies by the Comptroller. | Manage Report of Programs |
| Reconcile Receipt Account Ledger | Reconcile receipt transactions from the Treasury's Receipt Account Trial Balance to the Department of Defense current month and year-to-date receipt activity. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Reconcile Undisbursed Expenditure Account Ledger | Reconcile the expenditure transactions from the Treasury's Undisbursed Appropriation Account Ledger, Undisbursed Appropriation Account Trial Balance, and Federal Accounting Central Trial Balance System II (FACTS II) to the Department of Defense Fund Balance with Treasury accounts. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Record and Submit and Distribute Report | This process step distributes the approved report in accordance with the periodic reporting schedule. | Manage Periodic Reporting |
| Record and Submit and Distribute Response | This process step distributes the approved response to a Congressional or Federal Agency inquiry. | Manage Ad Hoc Reporting |
| Record CIP and or WIP Financial Transactions | The process involves the posting of costs accumulated in the CIP and or WIP account to the general ledger. | Update CIP and or WIP Account |
| Record Competency Test Results | This activity is recording the results of entry level (e.g., Armed Services Vocational Aptitude Battery, Armed Forces Officer Qualifying Test) and in-service testing (e.g., promotion testing, Defense Language Aptitude Battery). | HL Manage Competencies |
| Record Facility Energy Consumption | Appropriate tools and processes are used to measure and record the amount of a given type of energy consumed over a specified time period. Energy managers ensure that information needed for internal and external analysis and reporting are available in an appropriate form and sufficient quality. | Manage Facility Energy Consumption |
| Record Loans and Grants | This process records the financial impact of business events related to the award, origination, performance, payment, collection and closeout of direct loans, loan guarantees and grants. | Budget-to-Report Manage General Ledger |
| Record Paid Disbursement Voucher | FBwT: TBD BEA 10 (Prepare Paid Disbursement Voucher): Prepare documentation which supports that payments have been disbursed, including a copy of payment voucher, copies of invoices, check stub, if applicable. The Paid Disbursement Voucher supports updating the general ledger and managing execution with the U.S. Treasury. | IGT-IPP Systems View - Part 1 |
| Record Product Hazard Data to Update Master Product Hazard Data Warehouse | This process begins when validated and complete product hazard data (PHD) is ready to be entered into the master product hazard data (MPHD) warehouse. If a new record is being created a record identifier must be generated. If applicable, associated documents, such as the Material Safety Data Sheet, should be formatted for electronic storage. The validated PHD is then entered into the MPHD warehouse. | Perform PHD Stewardship |
| Record Time and Attendance | This process includes all actions associated with recording, adjusting and certifying time worked, absence, and labor information and managing leave balance. Note: For Military personnel on active duty, exception reporting is normally used (i.e., time worked is not recorded, absences and labor costing (as appropriate) are recorded). | Personnel Visibility |
| Redesignate Unit | This activity is associated with changing the attributes of an existing unit. Changes to unit attributes include unit number, unit name, and/or unit type. The structure of the organization may remain the same, but it performs a new mission or task. If new equipment is brought in, a reorganization may occur, since different operations and maintenance positions might be needed for the new equipment. | HL Manpower - Manage Organizational Structure |
| Refer Eligible Debts to Treasury | Delinquent account information is referred to the Department of Treasury on accounts having no payments received within 90 days of the date of the initial debt notification letter. The information transmitted to Treasury is in the format specified in the Integrated Agency Interface (IAI) format. | Manage Delinquent Debt |
| Reject Accounts Receivable | Return request for accounts receivable to applicable functional area for additional information/authorization. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Reject Environmental Liability Information | Reject documentation that does not support the environmental liability information, does not provide adequate support for financial statement narratives and/or footnotes, or lack valid authorization. | Manage Liabilities Perform ESOH Services |
| Reject Goods or Services | Goods and services are found not acceptable. | Perform Receipt, Acceptance and Return |
| Reject Ready to Pay File Information | If Ready to Pay File is incomplete, the Disbursing Office must return the file to entitlement process for completion. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Reject Request for Billing | Return request for billing to applicable functional area for additional information or authorization which may include order or contract and evidence of performance. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Release Approved and or Certified Financial Statements | Release the approved and/or certified financial statement package for incorporation of Annual Performance Report if necessary. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Release Financial Statements | Release and publish the completed Financial Statement Package. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Release Request for Proposal | This process involves the contracting officer releasing the request for proposal to commercial sources for proposal submission. | Award Procurement Instrument |
| Relieve CIP and or WIP Account | This process involves the capitalization of costs accumulated in the CIP and WIP accounts, by means of posting them to an asset account. | CIP Process Perform Asset Valuation |
| Relieve Military Equipment Valuation | This process relieves and transfers accumulated costs to the appropriate asset record and General PPE account at the time the asset is accepted and placed in service. | Perform Asset Valuation |
| Remove Assigned Individual Occupation Classification | This activity is associated with removing an assigned occupation classification from an individual's profile. These classifications may be removed from an individual's profile when they are no longer qualified to perform duties within the classification specifications, or when their assigned classification is removed from the classification index. | HL Manage Personnel Classification |
| Report for In-Processing | This process includes a Member reporting to begin in-processing and to an assignment or duty station. | HL Manage Assignment |
| Report for Out-Processing | This process includes a Member reporting to begin out-processing and departure from an assignment or duty station. | HL Manage Assignment |
| Request Additional Applicant Information | This process includes requesting additional applicant information. This may include (but not be limited to) requesting personal, administrative, scheduling, enlistment, prior service, or biometric information. This process may also include requesting additional medical information based on the initial medical information provided or as a result of the medical examination. | Perform Aptitude Qualification Perform Service Accession |
| Request Additional Documentation for Identity Credential Revocation | This process includes submitting a request for additional documentation regarding an identity credential revocation. | Revoke Identity Credential |
| Request Additional Medical Information | This process includes requesting additional medical information based on the medical information provided during medical prescreen or as a result of the medical examination. Sources of additional medical information may include (but not be limited to) Services, applicant, applicant's medical provider, or clinically indicated test providers. | Perform Medical Prescreen Perform Medical Qualification |
| Request Completion of Identity Credential Issuance Documents | This process includes issuing a request to the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) to complete the necessary identity credential issuance documents. | Issue Identity Credential |
| Request Correcting Pro Forma Entries | When an anomaly is identified in the general ledger that cannot be justified a correcting transaction is required. The correcting transaction is submitted by the source system. The debit and credit effects to proprietary, budgetary, or memorandum general ledger accounts associated with the correcting transaction are communicated through a specific transaction type and specific set of delineating data attributes. | Populate Cost Performance Model |
| Request Design Approval Per Milestone | The Request Design Approval Per Milestones process generates an approval request once certain design milestones have been accomplished. For example, in some instances once the design has reached the 35% completion state, a design approval is required to complete the final design. | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Request Identity Credential Receipt Acknowledgement | This process includes requesting a confirmation from the appropriate parties (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) that they have received the identity credential and all related identity credential materials and that they agree to abide by all rules established for identity credential use by the Department of Defense (DoD). | Issue Identity Credential |
| Request Identity Management Service | This process includes requesting service (creation of an identity entry, update of an identity entry) to be performed regarding a DoD HRM Individual Customer's (e.g., civilian, Member, contractor, dependent) identity information. | Issue Identity Credential |
| Request New Data Element | As a result of responding to the customer's request, the cost revenue performance manager may identify the need for creating a new data element. This process asks the appropriate data owner to supply this information and incorporates it into the overall data requirements for the model. In certain situations, this may require coordination with the Accounting Control Board or Comptroller of the organization, which may, in turn, result in a revision to an existing regulation. Additionally, care should be taken not to negatively impact the data structure of the enterprise when creating a new data element. | Define Cost Performance Model |
| Request Valid Identification Documents | This process includes issuing a request for the appropriate valid identification documents needed to establish and verify one's identity. | Issue Identity Credential |
| Request, Collect, and Analyze Narrative and or Footnote Information | This process requests detailed information, beyond what is captured within the general ledger and supporting subsidiary ledgers, that is used to build the financial statement narrative and supporting footnotes. It collects financial and non financial information to satisfy cost/performance requirements. Information requested includes as much detail as possible: purpose, objective, originating organization, description of request, priority, deadline, one time or recurring, specific exceptions or considerations, and output parameters (format, delivery instructions, and frequency). The information is required to provide details, support specific line items or other assertions contained within the financial statement. For example, the Property, Plant, and Equipment line item on the financial statements is supported by additional footnote information providing specific asset account balances related to the types of equipment that make up the line item. Once the process receives all of the narrative information required to clarify financial report balances and satisfy financial statement footnote disclosure requirements, it is then incorporated to the Draft Period End or On Demand Financial Statement. | IGT-IPP Systems View - Part 2 Perform ESOH Services Perform Financial Reporting |
| Re-Schedule Accounts Receivable | This process re-calculates receivables that are subject to rescheduling, forbearance, deferment, reamortization or other form of extension of due dates. | Manage Delinquent Debt |
| Research Advice of Collection Information | Since no Advice of Collection was provided, the disbursing officer must research documentation to support the collection. This may include interaction with the supply chain entitlement activity or other functional areas /components. | IGT-IPP Systems View - Part 1 Manage Collections |
| Research Debit Voucher Information | Retrieve the collection back up and identify appropriation to which fund should be debited. This information is associated with the debit vouchers debiting a disbursing activity. (This information includes agency location code, amount, date and the debit voucher number). | IGT-IPP Systems View - Part 1 Manage Collections |
| Resolve Unauthorized Absence | This activity is associated with performing actions to resolve the unauthorized absence or desertion of a Member. This includes reviewing all absence information received regarding an unauthorized absence or desertion offender, determining if the Member needs to be re-categorized. This also includes, once the Member has been accounted for, updating the Member's profile, notifying the appropriate parties of the unauthorized absence resolution, and performing the necessary close out actions for this unauthorized absence. | HL Perform Absence Administration |
| Respond to Draft Agreement | This process includes the Government supplier responding to the draft agreement provided by the buyer that includes terms and conditions. Further discussion with the buyer may take place regarding drafting, analyzing, and modifying the model agreement. | |
| Return Cancel Payment Request | Reject Cancel Payment Request and return to supply chain entitlement process if validation fails. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Review Additional Continuing Resolution Amount Request | Additional budget authority sought by the components are forwarded to the OSD(C) for review and evaluation. If approved and Congressional action is required, a request for additional budget, contract or borrowing authority is submitted to the designated Congressional committee for enactment. | Execute Continuing Resolution |
| Review Additional Documentation for Identity Credential Revocation | This process includes reviewing additional documents that have been submitted for consideration in order to determine if the identity credential should be revoked. | Revoke Identity Credential |
| Review Additional Medical Information | This process includes reviewing the additional medical information received based on the medical information provided during medical prescreen or as a result of the medical examination. | Perform Medical Qualification |
| Review Analytical Results With Customer | Review the analytical results with the customer to ensure that the original requirements are met. | Perform Cost Analysis |
| Review and Approve Report | This process step includes tasks to review the formulated periodic report and gather approvals prior to distribution. | Manage Periodic Reporting |
| Review and Approve Request for Proposal | This process involves the contracting officer reviewing the request for proposal for approval. When it's unapproved, additional modifications are made prior to re-submission for review and approval. | Award Procurement Instrument |
| Review and Approve Response | This process step includes tasks to review the response to an inquiry and gather approvals prior to distribution. | Manage Ad Hoc Reporting |
| Review and Certify Financial Statement | Once the Final Period End or On Demand Financial Statement is prepared it must be reviewed and certified by DoD management to ensure it fairly represents the results of DoD business operations in all material respects. | IGT-IPP Systems View - Part 2 Perform Financial Reporting |
| Review and Evaluate Contractor Business System | Monitoring, approving or disapproving contractor business systems for accounting, earned value management, estimating, material management and accounting, property and purchasing. This includes tracking corrective actions for significant deficiencies and implementing payment withholds as required. | Administer Procurement Instrument |
| Review and Inspect Design | The Review/Inspect Conceptual Designs process reviews and inspects proposed Real Property design schematics to find and highlight requirements and omissions from required scope and ensure compliance with required rules, requirements and policies. | CIP Process Perform Build and Make and Maintenance and Sustainment |
| Review Applicant Medical History | This process includes ensuring consent for exam or parental consent for exam and authorization for release of records were provided; reviewing the purpose of the examination and prior military status; prescreen questionnaire responses (e.g., applicant self-disclosed medical and behavioral responses); medical condition explanation and supporting documents; and conduct data (e.g., arrest information, school encounters) to determine if the applicant can continue with the accession process. This process also includes documenting the medical prescreen information and signing of the medical prescreen form(s). Medical prescreen information may include (but not be limited to) summary of medical record information; assessment if applicant meets medical standards; eligibility to continue processing decision (i.e., authorized to proceed, not authorized to proceed, processing deferred); medical processing status; medical disqualification results, if applicable; and medical prescreen form(s) signature(s). | Perform Medical Prescreen |
| Review Approved Intragovernmental Order | This process involves the Government supplier reviewing the intragovernmental order issued by the buyer and determining whether the terms and conditions including the cost model can be met. In addition, verification of adequate reimbursable authority has been received. Based on the determination, the intragovernmental order is accepted or rejected. | Award Procurement Instrument Execute Contract IGT-IPP Systems View - Part 1 |
| Review Asset Inventory Count Results | The Review Asset Inventory Count Variance process determines the cause of inventory count variances during the execution of physical inventory of assets. | Conduct Physical Inventory |
| Review Budget Decision | This activity is associated with reviewing the budget decision and identifying the impact to requirements. | HL Manpower - PPBE |
| Review Budget Reclama | Receive components response to the preliminary budget decisions. This reclama contains the component's position to the initial budget decision. | Perform Budgeting |
| Review Cancellation of Budgetary Resources | OSD reviews and determines any impacts the cancellation will have on Component's budgetary resources via an Impact Statements Update response from Components. | Execute Rescission, Cancellation and Deferrals |
| Review Component Request for Provided Product Hazard Data Information | After establishing that the Component Product Hazard Data Request is complete, is not a duplicate and the product hazard data (PHD) being requested does not already exist in the master product hazard data (MPHD) warehouse, this process reviews the request to determine if PHD, such as the Material Safety Data Sheet, was provided in order to be added to the MPHD Warehouse. | Perform PHD Stewardship |
| Review Compromise Agreement | If debt compromise has been received, review the agreement for accuracy and obtain appropriate approvals. | Manage Delinquent Debt |
| Review Congressional Action | The Comptroller reviews Congressional enactments of deferrals and rescissions for acceptance, denial, or adjustment to determine the extent and scope of follow-up actions that might be required. | Execute Rescission, Cancellation and Deferrals |
| Review Congressional Inquiries | After receiving congressional inquiries which include request for supplemental budget documentation, testimony, appeal materials and witnesses the inquiries are reviewed by the comptroller. | Support Congressional Budget Review |
| Review Congressional Reports | Congressional actions included in the Tracking Report are reviewed and evaluated for the purpose of responding properly to Congressional inquiries, determining the actions or non-actions to be formulated and incorporated into DoD budget requests and/or justifications, and determining and preparing adequately for forthcoming enactment and distribution of budget authority within the Components and Agencies. | Track Congressional Actions |
| Review Control Board Approval | Reviews approval from the Control Board for the new policy or changes to the existing policy. | Manage Financial Management Policy |
| Review Debt in Protest | This process allows DoD to provide a customer an opportunity to dispute the debt or the adverse collection action to be taken. At a minimum, the customer should have the opportunity to challenge (1) the existence of all or part of the debt, and/or (2) whether the agency has met the statutory or regulatory prerequisites for using the collection action mentioned in the notice. | Manage Delinquent Debt |
| Review Demotion Decision | This activity is associated with receiving and reviewing the decision to demote a Member. Possible sources of this decision may include (but not be limited to) adverse action (e.g., non-judicial punishment, courts-martial, and inefficiency), failure to complete training (e.g., officer candidate training), and voluntary requests (e.g., to fill vacancies). | HL Manage Personnel Demotion |
| Review Design Readiness | This process provides an opportunity for mid-phase assessment of design maturity as evidenced by measures such as the number of subsystem and system design reviews successfully completed; the percentage of drawings completed; planned corrective actions to hardware/software deficiencies; adequate development testing; an assessment of environment, safety and occupational health risks; a completed failure modes and effects analysis; the identification of key system characteristics and critical manufacturing processes; an estimate of system reliability based on demonstrated reliability rates; etc. Successful completion of the Design Readiness Review ends System Integration and continues the SDD phase into the System Demonstration effort. | Execute Program |
| Review Detail Budget Justification Material | This is the process of reviewing the updated Detailed Justification Materials and identifying additional requirements for information. | Support Congressional Budget Review |
| Review Eligible Receivables | This process step allows DoD to review eligible receivables prior to identifying debts to be referred to Treasury for further collection. | Manage Delinquent Debt |
| Review Forecast Analysis Request | Review future projections of DoD-wide enterprise requirements for goods and services. | Perform Cost Analysis |
| Review Funding Request | This process involves the review of a request for expenditure authority needed to commit budget authority to finance a business transaction, or alternatively to cancel a previously approved request. | Asset Accountability Execute Contract Execute Program Sub-process IGT-IPP Systems View - Part 1 Manage Execution Fund Account |
| Review Identification Documents | This process includes reviewing the submitted identification documents to verify that an acceptable number and type of documents have been submitted | Issue Identity Credential |
| Review Identity Credential Service Request for Identity Credential Issuance | This process includes reviewing an identity credential service request to determine if identity credential issuance documents must be completed. | Issue Identity Credential |
| Review Identity Credential Service Request for Identity Credential Maintenance | This process includes reviewing an identity credential service request in order to determine if a new identity credential must be issued. | Maintain Identity Credential |
| Review Identity Credential Service Request for Revocation | This process includes reviewing the request for identity credential service and determining if additional documentation is needed to proceed with revocation. | Revoke Identity Credential |
| Review Inquiry and Determine Response Plan | This process step includes tasks to review a received inquiry and develop a plan to respond to the inquiry. | Manage Ad Hoc Reporting |
| Review Installment Agreement | Upon receipt of installment agreement, review the documents for accuracy and ensure that appropriate approvals have been received prior to re-scheduling the receivable. This process step allows DoD collect debt over time. Installment plans represent a supplemental debt collection tool available to DoD and should only be offered to customers who present valid evidence of inability to pay claims and are offered to those customers prior to offset or administrative wage garnishment. | Manage Delinquent Debt |
| Review Inter-Service Transfer Request | This activity is associated with reviewing an Inter-Service transfer request, along with any waivers, validating the request, making a determination on whether the transfer is in the Service's best interest, and providing a recommendation to concur or nonconcur with the transfer request. | HL Administer Inter-Service Transfer |
| Review Intra-Service Transfer Request | This activity is associated with reviewing an Intra-Service transfer request, along with any waivers, validating the request, making a determination on whether the transfer is in the Service's best interest, and providing a recommendation to concur or nonconcur with the transfer request. | HL Administer Intra-Service Transfer |
| Review Leave Request | This activity is associated with reviewing a leave request and any supporting documentation and determining if chargeable leave is included. This process may also include determining the chargeable leave amount and counseling the Member on leave status. | HL Perform Leave Administration |
| Review Logistics Order | This is a new IGT process created when commercial and IGT were split during the BEA 9.0 P2P development period. It does not have a definition yet. | Award Procurement Instrument |
| Review Manpower Allocation | This activity is associated with reviewing the Manpower Allocation received against the Budget Requirements submitted, in order to identify any discrepancies. | HL Manpower - PPBE |
| Review Model Results With Customer | This process reviews the model results with the customer to ensure that the original requirements are met in accordance with the Model Requirements Agreement. | Populate Cost Performance Model |
| Review Model with Customer | This process reviews the developed model with the customer to ensure that the original requirements are met in accordance with the Model Requirements Agreement. | Define Cost Performance Model |
| Review Offset Request | Review offset request from Treasury or internal DoD function to adjust outstanding delinquent debt balances and information. | Manage Delinquent Debt |
| Review Open Requisitions | This activity is associated with reviewing open requisitions and any information a Human Resources Specialist will need to propose a Member to fill the requisition. | HL Manage Assignment |
| Review Organization Controlled Absence Request | This activity is associated with reviewing all information related to a request for an organization controlled absence and determining a Member's eligibility for the requested organization controlled absence as needed. | HL Perform Absence Administration |
| Review Passback Information | Review passback information from OMB. Passback information includes recommended changes that could be based on the outyear policy and baseline estimates that must be consistent with economic assumptions (e.g. inflation). | Perform Budgeting |
| Review Proposed Deferrals | Review and evaluate OMB proposals for deferral of appropriated budgetary resources: If deferred, designated budget authority from an appropriation act, for a specified apportionment amount will not be available for obligation until a specified future period. | Execute Rescission, Cancellation and Deferrals |
| Review Received Product Information | This process reviews product information received from an external non-DoD source (eg. manufacturer, vendor or supplier). This information is correlated to an existing request for product hazard data (PHD) that was sent to a PHD source or a request pursued via alternate means. The product information is reviewed to determine if it already exists in the master product hazard data (MPHD) warehouse. The product information may include the Material Safety Data Sheet or a technical data sheet. | Perform PHD Stewardship |
| Review Reenlistment Request | This activity is associated with receiving and reviewing the reenlistment request and any waivers included. This may include (but not be limited to) ensuring compliance with all pertinent regulations, verifying if a Member is qualified to reenlist, and assigning reenlistment codes. A reenlistment request includes all supporting documents, as well as waivers and recommendations from the chain of command. | HL Administer Reenlistment Process |
| Review Reprogramming Requirements | Reprogramming requirements are received by the OSD from Components for review and evaluation. In addition, a current, up-to-date Baseline Reprogramming report is used to evaluate proposed reprogramming requirements. | Perform Reprogramming and Transfers |
| Review Request for Report of Programs | Data is captured and reviewed for the preparation of A Report of Programs, (DD1416) representing the status of Reprogramming Action requests and actions taken is generated and submitted at least annually to the Congress for review, adjustment, denial, or approval of reprogramming action requests. | Manage Report of Programs |
| Review Rescission Requirements | The Comptroller reviews and evaluates proposals for the rescission of budgetary resources from existing or requested budget authorizations; rescinded budget authority is permanently deleted from an appropriation/apportionment or other funding source. | Execute Rescission, Cancellation and Deferrals |
| Review Retirement Order for Approval | This process includes reviewing an order for correctness prior to publication. | Manage Military Personnel Retirement |
| Review Retirement Order Requirement | This process includes determining the necessary order requirement (e.g., type, reason, action) based on the Member's approved retirement request. | Manage Military Personnel Retirement |
| Review Retirement Request and Supporting Documentation | This process includes conducting a review of the retirement request and supporting documentation prior to final action. The review will ensure the retirement request is complete and accurate. This process may also include making modifications to the retirement request. | Manage Military Personnel Retirement |
| Review Retirement Request for Approval | This process includes reviewing the retirement request and supporting documentation, determining eligibility, making a decision on the request and documenting the decision. | Manage Military Personnel Retirement |
| Review Service Medical Decision | This process includes reviewing the decision from the Services to accept or not accept a medical disqualifying condition, or if the Services is requesting additional medical information. If the disqualifying medical condition is waived, the specific medical disqualifying condition(s) is accepted by the Service, allowing an otherwise prohibited enlistment into military service. The medical disqualification may also be approved by an Exception to Policy (ETP) received from the Services. | Perform Medical Qualification |
| Review Transfer Requirements | OSD reviews and determines impacts that the Transfer Requirement will have on budgetary resources. | Perform Reprogramming and Transfers |
| Revoke Identity Credential | This activity is associated with revoking an identity credential (Identity Cards (e.g., Common Access Card (CAC), Personal Identity Verification (PIV) Card, ID tags, unit controlled cards) and the information associated with them (e.g., Personal Identification Numbers (PIN) numbers, applets, identity and biometric information)) so that an identity credential that is no longer valid will not grant access to previously specified Department of Defense (DoD) facilities, systems and information or support distribution of unauthorized benefits and entitlements. This includes (but is not limited to) collecting additional documentation as necessary, terminating the affiliation between the identity credential and the identity credential holder and carrying out all activities necessary to close out the revocation process. | HL Manage Identity Credential |
| Schedule Closing or Signing with Provider | This process schedules the closing/signing date with the provider and other interested parties. | Perform Receipt, Acceptance and Return |
| Schedule Inspections and Verifications | This process organizes the schedule of inspections and verifications and confirms the agreement among the participants. | Perform Receipt, Acceptance and Return |
| Schedule Payment | This process schedules a payment date within the constraints of the Prompt Payment Act. Any approved adjustments to the payment are sent to Accounting to updated accounts payable balance and general ledger as appropriate. | Manage Procurement Entitlement |
| Schedule Return or Disposal | This process develops a return or disposal order for the delivery of the defective, excess, or repairable product. Functions include evaluating the defective, excess, or repairable product handling requirements including negotiated conditions, and informing the affected warehouse(s) of the product disposition in preparation for return or disposal actions. This process also schedules the disposal actions of real property to include but not limited to demolition or transfer. (SCOR SR1.4, DR1.2) | Dispose or Return Property and Materiel |
| Search Agreements | This process consists of searching agreements to determine if a requirement matches existing agreements and selecting the appropriate segment. If an existing agreement does not exist, a new agreement will need to be developed for that requirement. | Develop Procurement Strategy Develop Sourcing Strategy |
| Select Candidate to Fill Requisition | This activity is associated with selecting the best Member out of the eligible candidates. The best Member is eligible and qualified to meet the requirements of the assignment. | HL Manage Assignment |
| Select Energy Conservation Measures to Implement | The energy manager reviews and compares potential energy conservation measures to identify -- for approval, planning, budgeting, and implementation -- those measures that deliver a high level of savings compared to cost over their lifetime, shorter-term payback periods, and minimal impacts upon installation operations, safety, and comfort. | Manage Facility Energy Conservation |
| Select Existing Model | This process associates a specific existing model with a customer request. | Define Cost Performance Model |
| Select Optimal Data | This process identifies the best source and selects the cost data. It also updates the model structure to identify the specific data that will be used to satisfy the request. | Define Cost Performance Model |
| Select Renewable Energy Projects to Implement | The energy manager reviews and compares potential renewable energy opportunities to identify -- for approval, planning, budgeting, and implementation -- those projects that deliver a high level of savings compared to cost over their lifetime, shorter-term payback periods, and minimal impacts upon installation operations, safety, and comfort. | Manage Renewable Energy Production and Purchase |
| Select Trending Techniques | After examining available trending techniques as well as similar work performed in the past, this process chooses the most appropriate methods(s) for satisfying the customer's request. Examples of trending techniques include Exponential Smoothing (simple, linear, Box-Jenkins, Holt, Winters), Time Series Regression (simple, multiple, and non-linear), Test of best fit, (F-test), ARCH/GARCH, Monte Carlo Simulation, etc. Note that this is not meant to be an all inclusive list. | Perform Cost Analysis |
| Sell or Transfer Out Investments | Sell of the transfer out of U.S. Treasury investment securities. This transaction should trigger an event that will record gain or loss on the disposition of investment. | Manage Investments |
| Send Accession Shipping Packet | This process includes sending the generated accession shipping packet to both the Member and the sponsoring Service. | Perform Accession Shipping |
| Send Approved Notification | The proposal for the new policy or changes to the existing policy has been approved. Send notification of Approve status to the reporting entity. | Manage Financial Management Policy |
| Send Certified Payment Voucher and Files | This process includes creating payroll expenditures file for the DoD accounting systems (e.g., GEFBS, DEAMS, Navy ERP), and report of all requests for payment based on payroll processing to include, but not limited to, net pay, allotments, debts, taxes, deductions, and garnishments, for the disbursing system, and sending these file and report for accounting and disbursement. | Manage Compensation |
| Send Certified Payroll Files | Process includes sending certified payroll files back for processing. | Manage Compensation |
| Send Change Disposition | The proposal for the new policy or changes to the existing policy has been denied. Send notification of Unapproved status to the reporting entity. | Manage Financial Management Policy |
| Send Compensation Eligibility Information | Process includes sending the updated compensation eligibility information, which includes approved or disapproved eligibility, back to the pay specialist for further processing. | Manage Compensation |
| Send Compensation Eligibility Information for Approval | Process includes sending the compensation eligibility information, together with the personnel information, to the approval authority for decision. | Manage Compensation |
| Send Payroll Files for Certification | Process includes sending the completed payroll files to the approval authority for certification. | Manage Compensation |
| Send Request for Bill | Transmit receivable and customer information to the Department of Defense Function Area (e.g. Billing Department) for billing generation. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Send Retirement Inquiry | This process includes a Member inquiring about his or her eligibility to retire in the near future. This inquiry initiates the evaluation of their retirement eligibility as well as modeling of various retirement scenarios (e.g., retirement pay or grade depending on retirement date). | Manage Military Personnel Retirement |
| Send Statements of Accountability or Transactions or Trial Balance to Treasury | Once the details of individual transactions from the Statement of Accountability, Statement of Transactions, and Trial Balance have been verified as complete and certified, transmit the data to the Treasury to reconcile the Treasury Fund Balance against Department of Defense Fund Balance Account. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Send Tabled Notification | The proposal has been tabled for re-examine. Send notification of 'Tabled' status to the reporting entity. | Manage Financial Management Policy |
| Separate or Terminate Human Resources | This process includes all actions associated with DoD terminating the affiliation with accessed persons (military, civilian, and other DoD designated personnel). It includes voluntary separation (e.g., resignations, contract completion), involuntary separation (e.g., adverse actions), retirement, and death. It also includes identifying losses which are used in identifying replacement needs, performing final out-processing functions (e.g., exit interview, travel arrangement), and documenting the termination of the specific affiliation. | Personnel Visibility |
| Service Activity | This process includes executing the Service-specific tasks that are needed to either begin, continue, or complete a process. This may include (but not be limited to) tasks associated with preliminary screening, projection scheduling, testing, medical, enlistment, or shipping activities; or responding to additional disclosures. | Manage Applicant Processing Scheduling Perform Accession Shipping Perform Aptitude Qualification Perform Medical Prescreen Perform Medical Qualification Perform Preliminary Screening Perform Service Accession |
| Set the Scope of the Analysis | Through collaborative interaction with the customer(s), this process establishes the boundaries of what the analysis will entail. This may include defining potential scenarios as well as structural elements of the analysis. It may also pinpoint specific factors, metrics, sources, and data to consider in the analysis going forward. An example of factors to consider in a specific forecast analysis might be the likelihood of significant retirement of employees or volumetric outputs of work activities. | Perform Cost Analysis |
| Sign Preseparation Counseling Form | This process includes the Member signing the Preseparation Counseling Form (DD Form 2648). | Manage Military Personnel Retirement |
| Source Candidate | This activity is associated with finalizing applicant sources, conducting pre-announcement recruitment, announcing jobs, and receiving applicant documentation. | HL Manage Civilian Staff Acquisition |
| Spread General Provisions | General provisions of an Appropriation Act, and NDAA Authorization Actions taken that are associated to the Acts, can involve several Components and/or Agencies. These provisions and authorizations are aligned with and designated to the specific Components involved by the OSD(C) and/or Component Comptroller. The process is known as "Spreading the Provisions | Track Congressional Actions |
| Stage Contract or Order | This process involves the buyer maintaining and archiving a closed contract or intragovernmental order in compliance with statutory guidelines. | Execute Contract Closeout Perform Instrument Closeout |
| Submit Accession Processing Request | This process includes submitting a processing schedule request containing a list of applicants with accession processing requirements along with scheduling information, which may include (but not be limited to) processing type, preferred location, date and time, lodging, meals, transportation, and remarks. This includes submitting a request for the processing of an applicant using USMEPCOM resources. Request information may include (but not be limited to) time, location, and specific processing requirements - may require meal, lodging, and transportation resources. | Manage Applicant Processing Scheduling |
| Submit Accession Waiver Request | This activity is associated with preparing a recruiting and accession waiver request, due to disqualification for moral, administrative or medical issues, and submitting the recruiting and accession waiver for approval. | HL Manage Recruiting |
| Submit Applicant Fingerprints for External Organizational Check | This process includes submitting the applicant fingerprints (i.e., 10 print) for further external agency checking and background screening to appropriate parties (e.g., Office of Personnel Management (OPM), Federal Bureau of Investigation (FBI)). | Perform Service Accession |
| Submit Applicant Identity Information for External Organization Check | This process includes submitting a request to an external authoritative source organization (e.g., Social Security Administration (SSA), United States Citizenship and Immigration Services (USCIS), and Defense Manpower Data Center (DMDC)) to verify an applicant's identity based on self-disclosed personally identifiable information provided (e.g., social security number, alien registration number, prior military service information). | Perform Preliminary Screening |
| Submit Apportionment Request to OMB | Finalization of the apportionment request must include reconciliation and agreement of the Request categories to ensure compliance with like provisions authorized within the enacted National Defense Authorization Act (NDAA) for the period. The Request submitted must indicate compliance with both the Appropriation Act and provisions of the NDAA. The authorized apportionment request data are then used to populate the program and budget authority data bases of the designated Components. | Execute Apportionment and Allocate Funds |
| Submit Approved Request to Treasury | Once Congress has approved the reprogramming package, the comptroller submits the approved package to the Treasury as notification and recording of approved reprogramming actions. | Perform Reprogramming and Transfers |
| Submit Assignment Action Request | This activity is associated with submitting an assignment action for review and approval by an Approval Authority. This activity will also include coordinating the assignment action to capture recommendations and comments. | Administer Assignment Action HL Manage Assignment |
| Submit Enlistment Extension Request | This activity is associated with preparing, counseling, and submitting a voluntary enlistment extension request by a Member. Voluntary enlistment extension reasons may include (but not be limited to) obtaining obligated Service requirements, retaining medical benefits for a Member or a family member (e.g., pregnancy), completing an operational deployment, or awaiting an opening for a position/assignment, and others. | HL Manage Enlistment Extension |
| Submit Justification Material | This is the activity of submitting to Congress the updated detailed justification material for review. | Support Congressional Budget Review |
| Submit Manpower Change Request | This activity is associated with submitting the manpower change request for approval after coordination with other organizations. | HL Manpower - Process Manpower Change |
| Submit Officer Involuntary Retention Waiver Request | This activity is associated with the Officer completing and submitting an involuntary Officer retention waiver request. This activity includes the Officer submitting any supporting documentation to substantiate waiver request. | HL Manage Officer Involuntary Retention |
| Submit Reenlistment Appeal | This activity is associated with preparing a reenlistment appeal for a Member whose reenlistment has been disapproved. This may also include counseling or reviewing the reenlistment decision with the Member, providing guidance on what documentations are needed for the appeal, sending an appeal memorandum to the approval authority for reconsideration, and reviewing any reenlistment appeal to the Member's reenlistment request, which was previously disapproved by his/her Commander, to the Senior Official on the Commander's chain of command. | HL Administer Reenlistment Process |
| Submit Reenlistment Request | This activity is associated with preparing, completing, and submitting a reenlistment request (e.g., DA Form 3340-R, DD Form 4/1). The reenlistment request will also include all recommendations from the chain of command. | HL Administer Reenlistment Process |
| Submit Reenlistment Waiver | This activity is associated with processing any waivers for criteria needing a waiver by the Member (e.g., physical qualification, medical standards, Conscientious Objector). | HL Administer Reenlistment Process |
| Submit Retirement Request and Supporting Documentation | This process includes the submission or resubmission of the retirement request and supporting documentation (e.g., waivers, comments and/or recommendations by the chain of command). | Manage Military Personnel Retirement |
| Summarize Transaction Detail | This process evaluates all transactions in the monitor payment portion of the Entitlement process and provides a summarized balance of accounts needed for administering the procurement instrument. | Manage Procurement Entitlement |
| Support Congressional Budget Hearing | This is an ongoing coordinating effort by both OMB and DoD in response to authorization and appropriation committees conducting hearings during the budget review. | Support Congressional Budget Review |
| Support Congressional Budget Review | This process describes the roles and responsibilities of the department in the congressional hearing budget review. At this process, the department will have the opportunity to present their testimony and additional information concerning their budget proposal. | Budget-to-Report Manage Budgetary Resources |
| Support Healthcare Benefit Education and Community Service | This activity is associated with orienting the beneficiary to their benefits and the available services. In addition, receipt of services is tracked and beneficiary profiles are updated to reflect status, achievement of healthcare services and education. This activity also includes providing education services and medical advice to the community, including beneficiaries. | HL Manage Access to Healthcare |
| Suspend Personnel Security Clearance | This activity is associated with temporarily suspending a person's personnel security clearance so that further investigation and adjudication can be performed on the clearance as necessary. | HL Manage Personnel Security |
| Sustain Human Resources | The sustainment process includes actions such as managing retention, adverse actions, and profile information; career development and management; performance review and administration (including the promotion process); and management of Military Retiree resources. | Perform ESOH Services Personnel Visibility |
| Terminate Collection Actions | Terminate collection efforts based on request from Treasury, Department of Justice, or internal DoD function. | Manage Delinquent Debt |
| Terminate Effort | This process step includes tasks that plan and manage the termination of an acquisition effort at Milestone A. Tasks include reassignment of personnel, reuse of working spaces, archiving records, and financial close-out. | |
| Terminate Identity Credential Affiliation | This process includes terminating all affiliation between a DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent) and the identity credential held prior to its revocation. | Revoke Identity Credential |
| Terminate Program | This process step includes tasks that plan and manage the termination of a program at or after Milestone B. Tasks include reassignment of personnel, reuse of working spaces, archiving records, financial close-out. | |
| Track Congressional Actions | This process occurs between the time the President's Budget is submitted to Congress and the time that appropriations are enacted. This process also captures the markups and markdowns as result of the budget negotiation between the Congress, DoD, and OMB. | Budget-to-Report Manage Budgetary Resources |
| Track Deferral Accounts | An approved deferral action requires tracking of the amount(s) of the budget line-item for the deferral period. | Execute Rescission, Cancellation and Deferrals |
| Track Initial Congressional Actions | Published congressional actions based on pre-submittal authorizations, points of interest and budget request reviews are tracked beginning with the drafting of Component budget requests (BES), assembly of BES into the DoD budget submission and continuing through Congressional enactment of funding legislation, e.g., appropriation acts. The tracking is represented in the Congressional Tracking Report used to report and act on the status of decisions and resolutions made throughout the process. | Track Congressional Actions |
| Transport Materiel and Forces | This process addresses those functions required to deliver product and personnel requested to fulfill a specific order to a specified destination. These functions include embarkation, transit operations processing, and physical movement, as well as the recording of deliveries at each node and the transmittal of performance information for management analysis. (SCOR D1.11, D1.12) | Acknowledge Goods Tendered and Services Rendered Deliver Property and Forces IGT-IPP Systems View - Part 1 Manage Sales and Procurement Receive Goods and Services |
| Update Accession Profile with Accession Information | This process includes updating the accession profile with enlistment information. This may include (but not be limited to) Service commitment, record of emergency data, enlistment confirmation, and ship-to destination information. This also includes capturing whether the applicant chooses to enlist and notifying the appropriate parties (e.g., DMDC, SSS, Services). | Perform Service Accession |
| Update Accession Profile with Additional Medical Information | This process includes updating the accession profile with additional medical information received from the Services, applicant, applicant's medical provider, and clinically indicated test providers. | Perform Medical Qualification |
| Update Accession Profile with Eligible to Continue Accession Process Information | This process includes updating the accession profile with information on whether applicant is eligible to continue accession process. This may include (but not be limited to) personal, aptitude, medical, and educational information; and Service waivers, decision, and information. | Perform Preliminary Screening Perform Service Accession |
| Update Accession Profile with Ineligible to Continue Accession Process Info | This process includes updating the accession profile with information on whether applicant is ineligible to continue accession process. This may include (but not be limited to) ineligibility due to conduct, medical or legal issues, or placing the applicant in an administrative hold status. | Perform Preliminary Screening Perform Service Accession |
| Update Accession Profile with Ineligible to Ship Information | This process includes updating the accession profile with Member is ineligible to ship information. | Perform Accession Shipping |
| Update Accession Profile with Information from Accession Interview | This process includes updating the accession profile with information gathered during the accession interviews. This may include (but not be limited to) personal information (e.g., contact information, birth certificate, social security number), details from the report of additional information, or any previously undisclosed information (e.g., illegal drug use, medical information, legal incidents, personal issues). | Perform Service Accession |
| Update Accession Profile with Medical Briefing Information | This process includes updating the accession profile with medical briefing information (e.g., signed HIV and Drug Testing, and Privacy Act forms, alcohol test results, applicant's next of kin information). | Perform Medical Qualification |
| Update Accession Profile with Medical Decision Information | This process includes updating the accession profile with medical examination results and Service medical decision information for any medically disqualifying information. Medical examination data may include (but not be limited to) physical examination data, medical consult data, notification, interview notes, medical inspect data, any additional medical testing data, and any supporting documentation. | Perform Medical Qualification |
| Update Accession Profile with Medical Disqualification Status | This process includes updating the accession profile with a disqualifying medical condition and waiver recommendations indicating whether a waiver for the medical disqualification should be requested. The waiver recommendation will consider whether the condition is progressive, subject to aggravation by military service, precludes satisfactory completion of prescribed training and subsequent military duty, or constitutes an undue hazard to the applicant or to others, particularly under combat conditions. | Perform Medical Qualification |
| Update Accession Profile with Medical Interview Information | This process includes updating the accession profile with the medical examination report and documenting any request for additional medical information. | Perform Medical Qualification |
| Update Accession Profile with Medical Qualification Status | This process includes updating the accession profile with the medical examination results and the applicant's qualification status as qualified. | Perform Medical Qualification |
| Update Accession Profile with Medical Tests Information | This process includes updating the accession profile with the medical examination report and ensuring all requirements are completed (e.g., body fat worksheet, audio strip printout, auto refractor print out, signed control logs, properly labeled specimen) and recorded. | Perform Medical Qualification |
| Update Accession Profile with Physical Screening Examination Information | This process includes updating the accession profile with the medical examination report information. | Perform Medical Qualification |
| Update Accession Profile with Record of Military Processing | This process includes updating the accession profile with the record of military processing (e.g., DD Form 1966). This may include (but not be limited to) personal information, testing information, educational information, and Service information. | Perform Service Accession |
| Update Accession Profile with Testing Information | This process includes updating the applicant profile with testing information. This may include (but not be limited to) updates regarding test scores, percentiles, and any issues documented while conducting the test. | Perform Aptitude Qualification |
| Update Anomaly Detection Criteria | This process requests that the cost and revenue performance manager generate updated anomaly detection criteria in response to either the detection of an anomaly or other unexpected analytical results. | Populate Cost Performance Model |
| Update Applicant Profile with Medical Prescreen Results | This process includes transcribing the medical authority information to the applicant profile to update the applicant record, setting the workload transaction code to characterize the work done, recording the processing status, and creating the Service treatment record. | Perform Medical Prescreen |
| Update Asset Record | This process updates asset records with information based on a change to the quantity, condition or interest of ownership of an asset. For Real Property this includes, but is not limited to, actions such as construction, restoration, modernization, disposal, purchase, transfer, ingrants, outgrants, donation, or exchange. For Personal Property this includes, but is not limited to, actions such as the purchase, transfer, make, issuance, repair and overhaul, return, sale, or disposal. | CIP Process Maintain Asset Information Perform PHD Stewardship |
| Update Chart of Accounts and SFIS Attribute and Pro Forma Entries and Calendar | Define new or updated general ledger accounts, SFIS attributes, pro forma entries, or calendar updates based on the requirements that were approved by the Control Board. This process also includes relevant coordination within the Department of Defense. | Manage Financial Management Policy |
| Update CIP and or WIP Account | This process involves the updating and capture of all direct and indirect costs associated with a construction project. | CIP Process Perform Asset Valuation |
| Update Component Product Hazard Data Request Status | This process updates the status of the Component Product Hazard Data Request. The status options may include one of the following: Component PHD request is duplicate or PHD exists in MPHD warehouse, PHD source is unavailable, PHD exists in MPHD warehouse, or Alternate means for obtaining PHD will not be pursued. The status of the request is tracked from the time of receipt to completion. A message is sent to the work unit which submitted the request. | Perform PHD Stewardship |
| Update Cost Performance Model | This process requests that the cost and revenue performance manager generate an updated cost performance model in response to either the detection of an anomaly or other unexpected analytical results. | Populate Cost Performance Model |
| Update Delinquent Debt Balance and Status | This is the process to manage and maintain the account information on individual receivables. Activities within this process include aging receivables, calculating interest and recording penalties and administrative charges on overdue debt, pursuing collection of amounts due, liquidating receivables, recording adjustments to receivables, maintaining a proper allowance for uncollectible amounts, and recording write-offs. | Manage Delinquent Debt |
| Update Enlistment Information | This activity is associated with updating the Member's enlistment information. This activity may include (but not be limited to) updating the Member's profile with the enlistment extension request decision; the new Service end date as a result of voluntary extension or involuntary extension due to stop loss, a declaration of war, or administrative hold; or personnel restriction code as a result of involuntary extension for administrative hold. | HL Manage Enlistment Extension |
| Update Human Resources Personal Information | This activity is associated with updating personal information for any person with a Human Resources Profile. This activity also includes managing information that a person provides (e.g., local address, biometric information, email address, request for savings bond withholding, financial closures, request for a military pay allotment, birth certificate information, citizenship documentation, family care plan, and documentation that an individual is a military dependent for the purpose of receiving military medical care). Implementation can be accomplished by self service automation, face to face interaction, FAX in addition to interactions with a central call center, video conference methods, or other technical means. | HL Manage Human Resources Information |
| Update Identity Profile with Identity Credential Issuance Information | This process includes updating a the appropriate party's (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) profile to reflect new information and actions taking during the issuance process of a new identity credential. | Issue Identity Credential |
| Update Identity Profile with Identity Credential Maintenance Information | This process includes updating the appropriate party's (requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) profile to reflect any changes that have been made to an identity credential. | Maintain Identity Credential |
| Update Identity Profile with Identity Credential Revocation Information | This process includes updating the appropriate parties' (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) profile to reflect new information and actions taking during the identity credential revocation process. | Revoke Identity Credential |
| Update Leave Balance Information | This activity is associated with calculating the leave balance based on accrued and deducted leave amounts, and updating the Member's information with the current leave balance after the accruals and deductions are applied. | HL Perform Leave Administration |
| Update Manpower Documents | This activity is associated with updating Manpower documents with changes to the position data. | HL Manpower - Manage Organizational Structure HL Manpower - PPBE HL Manpower - Process Manpower Change |
| Update Member Profile with Active Duty Tour Information | This activity is associated with updating a Member's profile with active duty tour information (e.g., medical, dental, training, legal, HRM information (e.g., record of emergency data, duty status, benefit information, time served on active duty)). | HL Administer Transfer To and From Active Duty |
| Update Member Profile with Commissioning Program Admission Decision | This activity is associated with updating a Member's profile with information to include (but not be limited to) a review board's decision on a commissioning program admittance request, applicable board title, convening authority, decision date and documenting the Member's elections. | HL Administer Transfer between Military Personnel Classes |
| Update Member Profile with Reenlistment Information | This activity is associated with notifying a Member of a reenlistment decision, updating a Member's reenlistment eligibility, and documenting the reenlistment decision. | HL Administer Reenlistment Process |
| Update Member Profile with Voluntary Resignation Decision | This activity includes updating a Member's profile to document the voluntary resignation decision, as well as the new rank the Member will be assigned. | HL Administer Transfer between Military Personnel Classes |
| Update Member Record with Approved Order Information | This process includes updating the Member record with separation information along with the separation order. | Manage Military Personnel Retirement |
| Update Member Record with Final Retirement Information | This process includes updating the Member record with the completed necessary information (e.g., Certificate of Release or Discharge from Active Duty form) to reflect the approved retirement. | Manage Military Personnel Retirement |
| Update Military Equipment Valuation | This process involves the updating and capture of all direct and indirect costs associated with a real property construction project or military equipment. It accumulates the construction and work in progress costs. | Perform Asset Valuation |
| Update Pay Profile with Deductions Information | This process includes updating the Member's pay profile information with deductions information. | Manage Compensation |
| Update Pay Profile with Earnings Information | This process includes updating the Member's pay profile information with earnings information. | Manage Compensation |
| Update Pay Profile with Payroll Information | This process includes updating the pay profile with calculated payroll information. | Manage Compensation |
| Update Pay Profile with Requested Payment Information | This process includes updating the pay profile with information associated with advance, casual and partial payment. Advance pay may be subject to deduction. This process does not include the collection or repayment of the requested pay. | Manage Compensation |
| Update Personnel Award Information | This activity is associated with updating a Member's profile with the award information. | HL Administer Recognition Program |
| Update Profile with Identity Credential Information | This activity is associated with updating the Employee's, Member's, contractor's, or dependents' profile with their identity credential information so they may be accurately identified and be able to gain or not gain access to Human Resources privileges and information. | HL Manage Identity Credential |
| Update Profile with Involuntary Retention Waiver Outcome | This activity is associated with updating an Officer's profile with involuntary retention information to include decision to retain or not retain an officer beyond Service obligation. This activity may include (but not be limited to) updating information on involuntary retention timeline, pay, and benefits. | HL Manage Officer Involuntary Retention |
| Update Profile with Performance Evaluation Appeals Information | This activity is associated with updating a Member's profile to reflect the revision of a recorded performance evaluation. This may include (but is not limited to) removing erroneous information from the evaluation, correcting evaluation information, amending current evaluation information, or removing the appealed evaluation and requesting a new evaluation. | HL Administer Performance Evaluation |
| Update Profile with Special Category Retention Information | This activity is associated with updating an Member's profile with special category retention information and any approved bonus or incentive related to retention. This activity may include (but not be limited to) updating information on special category retention timeline, pay, and benefits. | HL Manage Special Category Retention |
| Update Program and Funds Information | Both program plans, e.g., POM/PCP data, and the budget authority apportionment request, e.g., SF 132 data, are updated with adjustments made regarding a component's apportionment request. | Execute Apportionment and Allocate Funds |
| Update Receivable Information | Based on information from the applicable pro forma entries collection information, payment history and remittances are distributed to applicable maintain accounts receivable balances for update. | IGT-IPP Systems View - Part 1 Manage Collections |
| Update Shipping Information | From EBPM (release 2.3) The Update Shipment Information process includes the actions by which the receiving activity continuously updates shipping information. Examples may include alerts, status, physical location, updated arrival time, and FOB update. | Perform Receipt, Acceptance and Return |
| Update to Existing Accession Processing Request | This process includes reviewing the initial processing schedule request and determining the type of changes to the existing request. An update to an existing request may result in identifying available processing resources for the type of processing requested; the locations, dates, and times; and coordinating any lodging, meals, and transportation needs. A change to an existing request may result in sending a notification to an external DoD or non-DoD agency. | Manage Applicant Processing Scheduling |
| Validate Accession Processing Schedule Request | This process includes reviewing requested accession processing schedule request to determine whether the applicant can be scheduled for the requested accession process. Multiple accession processes can be requested by the Service to be scheduled for an applicant. Each requested process is first checked prior to scheduling. For example, the Service can request to schedule an applicant for a accession interview, but if the applicant has not completed the aptitude and medical qualification, the accession interview cannot be scheduled. | Manage Applicant Processing Scheduling |
| Validate Account Structure | This process involves the assessment and implementation of an account structure if in existence. | Create CIP and or WIP Account |
| Validate Active Duty Tour Requirements | This activity is associated with validating active duty tour requirements (e.g., court martial proceedings, training, national emergency, deployment) to transfer a Member to and from active duty. | HL Administer Transfer To and From Active Duty |
| Validate Alleged Offense | This activity is associated with obtaining the initial facts of an alleged offense, determining if an administrative hold (a flag placed on the member's profile immediately when a soldier's status changes from favorable to unfavorable) is required, conducting an internal or external investigation, and documenting the findings as to the validity of the charges. | HL Manage Adverse Actions |
| Validate Asset Data Elements | The Validate Asset Data Elements process ensures asset information correlates to the established data elements in the inventory system, and verifies the asset information is correct and complete. | Create Initial Asset Record |
| Validate Award Recommendation Request | This activity is associated with validating the award recommendation request for completeness and validating the Member's eligibility for the recommended award. | HL Administer Recognition Program |
| Validate Cancel Payment Request Information | Determine whether the Cancel Payment Request contains all information necessary to specifically identify the payment to be cancelled, including payee, invoice number, and disbursing voucher number. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Validate Cash Payment Receipts | Cash receipts are reviewed for accuracy and compliance to Treasury guidelines for cash receipts received and processed outside Treasury. The receipts are validated and vouchered and forwarded to disbursing officer for final approval. | IGT-IPP Systems View - Part 1 Manage Collections |
| Validate Component Product Hazard Data Request | This process reviews, records and validates the Component Product Hazard Data (PHD) request from the work unit for PHD to be added to the master product hazard data (MPHD) warehouse. This process determines if the request contains sufficient information about the request submitter, the hazardous product, and the needed PHD. The request is assessed to determine if another request for the same information is already being processed and if the PHD that is being requested already exists in the MPHD warehouse. | Perform PHD Stewardship |
| Validate Conformity With Standards | This process reviews the model framework that has been developed to ensure that the structure, assignment paths, allocation methods and data requirements are consistent with organizational standards. | Define Cost Performance Model |
| Validate Customer Information | Review receivable request to determine if customer information exists in the customer database. If it does not exist establish customer information. | IGT-IPP Systems View - Part 1 Manage Receivables |
| Validate Environmental Liability Documentation | Review documentation that supports and authorizes the environmental liability information. | Manage Liabilities |
| Validate Human Resources Information Request | This activity is associated with validating a Human Resources Information Request. This activity also includes determining if the information is complete and if the requester is authorized to receive the requested information. | HL Manage Human Resources Information |
| Validate Identity Credential Application Completeness | This process includes examining all identity credential issuance documents to ensure that all of the needed information (necessary signatures/approvals, home address, social security number, name, date of birth) is relayed. | Issue Identity Credential |
| Validate Manpower Requirements | This activity is associated with validating the projected force structure to ensure that it is within the defense guidance and allowed number for positions, performing analysis of current workload, and studying ways to improve efficiency by business process reengineering. This activity also includes both analyzing and building succession plans by ensuring that there are enough allocated lower grade billets to replace natural losses in higher grade billets. | HL Manpower - PPBE |
| Validate Officer Involuntary Retention Information | This activity is associated with receiving notification to involuntarily retain Officer(s) due to a declaration of war, stop loss, or administrative reasons (e.g., medical, UCMJ). This activity may also include counseling the Officer on the type of retention, the anticipated duration, actions/activities that must occur prior to the retention being lifted, waivers, and required supporting documentation for waivers. | HL Manage Officer Involuntary Retention |
| Validate Other Receipts Information | Other receipts are reviewed to ensure that appropriate collection documentation is attached. | IGT-IPP Systems View - Part 1 Manage Collections |
| Validate Personal Information Exists | This process includes checking if the personal information for the applicant requesting to be scheduled exists. | Manage Applicant Processing Scheduling |
| Validate Physical Evaluation Appeal | This activity is associated with validating the Member's appeal request to determine if it is complete. | HL Manage Physical Evaluation Process |
| Validate Ready to Pay File Information | Review Ready to Pay File information received from entitlement process (payee's information, methods of payment, currency, amount, and etc) for completeness. If not complete, reject the file and send it back to the entitlement. | IGT-IPP Systems View - Part 1 Manage Disbursements |
| Validate Receipt Information | Validate collection receipts for proper authorization, completeness, and accuracy. Also, ensure that the accounting classification is valid and accurate. | IGT-IPP Systems View - Part 1 Manage Collections |
| Validate Received Product Hazard Data Information | This process begins when product hazard data (PHD) is submitted for validation under one of the following conditions: PHD is provided with the Component PHD request, PHD in the master product hazard data (MPHD) warehouse has been identified as deficient and known or derived data is available to correct the PHD, unsolicited product information has been received and both meets a DoD need and does not exist in the MPHD warehouse, or PHD has been made available by an external source. This process reviews the PHD submission to determine if it complies with the Occupational Safety and Health Administration (OSHA) Hazard Communications (HAZCOM) Standard and Federal Standard (FedStd) 313 requirements as appropriate. The MPHD warehouse is queried during the validation process. The appropriate logistics data is obtained and associated with the PHD. Finally, a determination is made whether the PHD is complete and ready for entry into the MPHD warehouse or if the PHD is incomplete and additional PHD must be requested. " | Perform PHD Stewardship |
| Validate Refund Receipt Information | Refunds collected for overpayments or erroneous payments are processed and validated for processing by the disbursing office. | IGT-IPP Systems View - Part 1 Manage Collections |
| Validate Reimbursable Receipt Information | FBwT: Reimbursements are intragovernmental debts collected for services performed or materials sold between federal agencies or internal DoD components (e.g., IGT or Interfund). The reimbursable receipt is reviewed to determine if it is a valid receipt with appropriate collection documentation attached. BEA 10: Reimbursements are intragovernmental debts collected for services performed or materials sold between federal agencies or internal DoD components. The reimbursable receipt is reviewed to determine if it is a valid receipt with appropriate collection documentation attached. | IGT-IPP Systems View - Part 1 Manage Collections |
| Validate Special Category Retention Information | This activity is associated with receiving a request from a Member on special category retention and validating the Member's special category status for an authorized payment of bonus or incentive for a signed agreement to remain in the Service. | HL Manage Special Category Retention |
| Validate Voluntary Resignation Request | This activity is associated with validating information within a voluntary resignation request to ensure it is complete and correct. This information may include (but not be limited to) Member name, rank, Date of Rank, and Total Active Federal Military Service date. | HL Administer Transfer between Military Personnel Classes |
| Verify Asset or Expense Posting Accounts | Determine the asset/expense account to be posted with the accounts payable transaction. Identify if the transactions are for goods or services. | IGT-IPP Systems View - Part 1 Manage Liabilities |
| Verify Authorization to Make Changes | This process includes ensuring that the requester of all changes to an identity credential is authorized to make those changes. This includes examining information including (but not limited to) rank, name, the sponsor of the identity credential service, administrative lock status of the identity profile and dependent status. | Maintain Identity Credential |
| Verify Commissioning Requirements | This process includes verifying that commissioning requirements such as testing training and certifications are completed or scheduled. | Perform Receipt, Acceptance and Return |
| Verify Completeness of Benefit Application | This activity is associated with receiving and reviewing the benefit application and any supporting documents, validating the application and supporting documents for completeness, and requesting additional information where necessary. | HL Manage Benefit Programs |
| Verify Funds Availability | This process involves the review of fund (budget authority) balances available for expenditure at a point in time and at a specified level of expenditure authority within an organization. The structuring of allocated budget authority can be aggregated from the lowest to highest levels of accountability to provide funding for a specified organization entity operation, program activity, budget line-item or budget activity assigned the necessary amount of budget authority. | Asset Accountability Execute Program Sub-process IGT-IPP Systems View - Part 1 Manage Execution Fund Account |
| Verify Identity Credential Eligibility | This process includes examining a DoD HRM Individual Customer's (e.g., civilian, Member, contractor, dependent) information pertaining to identity credential eligibility. This may include (but is not limited to) identity profile information (e.g., Department of Defense affiliation, rank, dependent status, marital status, active status, disability status, date of birth), the identity credential issuance request, the identity credential eligibility criteria and, if necessary, proof of eligibility documents (e.g., marriage certificate) in order to determine if the customer is eligible for an identity credential. This may also include checking the results of a background check to determine eligibility. | Issue Identity Credential |
| Verify Identity for Identity Credential Maintenance | This process includes obtaining the identity credential requiring the changes and using it to verify the identity of the appropriate parties' (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)). This is usually accomplished through visual inspection of the identity credential, obtaining a Personal Identification Number (PIN) and verifying the PIN's accuracy. | Maintain Identity Credential |
| Verify Identity for Identity Credential Management | This process includes using gathered information (e.g., identity profile information, identity documents (driver's license, passport, social security card, voter's registration)) to verify an appropriate party's (e.g., requester, DoD HRM Individual Customer (e.g., civilian, Member, contractor, dependent)) identity. This could possibly be accomplished through a visual comparison of identification documents or an identity profile entry to a party. Only a party who corresponds directly to the identity information can be verified for their corresponding identity. If any piece of information cannot be validated, the party's identity cannot be verified. | Issue Identity Credential |
| Verify Information | DoD financial information received from each DoD functional area is verified to determine if the data is correct and can be used to compile the Statement of Accountability or Transactions or Trial Balance Statement. | IGT-IPP Systems View - Part 1 Manage Execution with Treasury |
| Verify In-Processing Checklist is Complete | This activity is associated with receiving and verifying the completion of the in-processing checklist. This activity also includes verifying the assignment order. Upon checklist verification, a notification of the person's arrival is sent to the gaining command, as well as other affected parties. | HL Manage Assignment |
| Verify Out-Processing Checklist is Complete | This activity is associated with receiving and verifying the completion of the out-processing checklist. This activity also includes verifying the assignment order. Upon checklist verification, a notification of the person's departure is sent to the gaining command, as well as other affected parties. | HL Manage Assignment |
| Verify Positive Identification of Applicant | This process includes verifying an applicant's identification while processing. The preferred method is via verification of their fingerprint biometric, but manual verification may be used by verifying the applicant's ID (e.g., social security card, passport, driver's license) and Personally Identifiable Information when a biometric device is not available. | Perform Accession Shipping Perform Aptitude Qualification Perform Medical Qualification Perform Service Accession |
| Verify Retirement Checklist is Complete | This process includes verifying the completeness of the retirement checklists (e.g., Preseparation Counseling Form, out-processing checklists) and identifying discrepancies to ensure requirements have been met by the Member. | Manage Military Personnel Retirement |
| Verify Separation Checklist is Complete | This activity is associated with verifying the completeness of the separation checklist (e.g., Preseparation Counseling Form, out-processing documentation), identifying discrepancies to ensure requirements have been met by the Member, and documenting the completion information. | HL Manage Military Personnel Separation |
| Verify Title Search | This process verifies the title search of the real property to guarantee clear title such as encumbrances, restrictions and omissions with regard to the title and the right to sell or transfer title. | Perform Receipt, Acceptance and Return |
| Withdraw Funds | Budget authority rescinded are withdrawn for the associated line item budget amount and generally transferred to a higher level within the budget structure, unless no higher level exists. A PFD document is created to capture the rescission action and reflect the withdrawal and transfer of budget authority. | Execute Rescission, Cancellation and Deferrals |