Implementation to Integrated Financial Management Project (IFMP)

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Implementation to Integrated Financial Management
Project (IFMP)

• ACQUISITION MANAGEMENT SYSTEM (AMS)
• TRANSITION TO
• INTEGRATED FINANCIAL MANAGEMENT PROJECT (IFMP)

Michelle Mumford Code 213
System Analyst for AMS
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Implementation to Integrated Financial Management
Project (IFMP)
ACQUISITION MANAGEMENT SYSTEM (AMS) TO TRANS
ITION INTEGRATED FINANCIAL MANAGEMENT PROJECT
(IFMP)
TO
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Implementation to Integrated Financial Management
Project (IFMP)
Acquisition Management System (AMS)
Purchase Request needed to buy something
Procurement Activity
Fiscal
AMS
Accounting
Modification is generated with 507 data (required
by FAR part 4)
AMS
Data merged with HQ Agency reports
Procurement Office
FPDS
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Implementation to Integrated Financial Management
Project (IFMP)
FUTURE
TODAY
AMS
Procurement
Asset Management Phase II
Time and Attendance
FPDS
Core Financial
Grants Phase II
Training
FISCAL
Human Resources Phase II
Travel
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Implementation to Integrated Financial Management
Project (IFMP)
THE NEW INTEGRATED SYSTEM
GENERATE PR, MODIFICATION, SOLICIATION, 507 DATA,
ETC.
TO
AMS
IFMP
FISCAL
FPDS (HQ)
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Implementation to Integrated Financial Management
Project (IFMP)

• Conversion may be 1 year away or even 2 years,
  we must be prepared, stay positive, and work
  toward our goals.
• Activities that I am going to talk about today
• Data-Clean-Up
• Data Mapping
• Schedule
• Recommendations

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Implementation to Integrated Financial
Management Project (IFMP)

• Data clean-up - Validating and verifying accuracy
  of the data in the Acquisition Management System
  (AMS)
• Tools to aid in clean-up process
• Clean-Up Reports
• Run data tests

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Implementation to Integrated Financial Management
Project (IFMP)
Data Clean-up Reports for Goddard Headquarters
1) All Active Contract 13) AMS-FAST Compare
PO 2) All Active Grants 14) FAST Mismatch
Contracts 3) All Active Purchase Orders 15) FAST
Mismatch Grants 4) All Closed Contracts
16) FAST Mismatch PO 5) All Closed Grants
17) FAST Report/Non-Report 6) All Closed Purchase
Orders 18) FY99 FACS Data Dump 7) AMS Mismatch
Contract 19) Rosa1 Obligation
Variance Closed 8) AMS Mismatch Grants
20) Rosa2 Obligation Variance Open 9) AMS
Mismatch PO 21) FACS-AMS Compare 10)
AMS-Cage Codes 22) PRISM-FAST
Compare 11) AMS-FAST Compare Contract 23)
FAST-PRISM Compare 12) AMS-FAST Compare
Grants
numbers 10, 19, 20 working on currently
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Implementation to Integrated Financial Management
Project (IFMP)
TOTAL NUMBER OF RECORDS IN FILES

• GODDARD
• PR FILE 357,285
• CONTRACT FILE 79,234
• PURCHASE ORDER FILE 407,753
• GRANT FILE 35,968
• VENDOR FILE 32,002
• TABLES FILE 25,123
• TOTAL 937,365

• HEADQUARTERS
• PR FIILE 48,142
• CONTRACT FILE 10,516
• PURCHASE ORDER FILE 10,475
• GRANT FIILE 35,190
• VENDOR FILE 4,839
• TABLES FIILE 23,565
• TOTAL 132,727

OVER 1 MILLION FILES/RECORDS TO BE CLEANED AND
CONVERTED
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Implementation to Integrated Financial Management
Project (IFMP)
DATA TESTS EXAMPLES
EXAMPLE 1 For PPC Kind of
Action 98 MUST 05 ST 06
EXAMPLE 2 For PPC TYPE OF
CONTRACTOR AA-NZ MUST 03 OR 04 PF,
PS 01
60 DATA TESTS IDENTIFIED
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Implementation to Integrated Financial Management
Project (IFMP)

• Data Mapping - the process of converting
  existing records to the new performance
  software
• Attend Mapping meetings
• Determine what data is needed for conversion,
  what is already
  available, and what needs to be populated.

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Implementation to Integrated Financial Management
Project (IFMP)
SCHEDULE OF IMPLEMENTATION
GLGeneral Ledger
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Implementation to Integrated Financial Management
Project (IFMP)

• RECOMMENDATIONS
• SET-UP TWO TEAM - one team for the HQ AMS System
  and one
  team for the GSFC AMS system
• TO TAKE A SYSTEMATIC APPROACH
• Start with Headquarters
• Contracts (AMS)
• Purchase Orders (AMS)
• Grants and Cooperative Agreements (AMS)
• Purchase Requests (PRISM)
• Same process for Goddard
• Contracts(AMS)
• Purchase Orders (AMS)
• Grants and Cooperative Agreements (AMS)
• Purchase Requests (SPS)

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Implementation to Integrated Financial Management
Project (IFMP)
SUMMARY

• Differences between AMS and IFMP
• Benefits of the new system
• Challenges
• DATA CLEAN-UP
• DATA MAPPING
• DATA SCHEDULING
• Recommendations for a smooth transition to
  IMFP

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Implementation to Integrated Financial Management
Project (IFMP)
ACRONYM LIST

• Integrated Financial Management Program (IFMP)
• Acquisition Management System (AMS)
• NASA Federal Procurement Data System (FPDS)
• Office Management and Budget (OMB)
• Type of Procurement Action (TPA)
• Small Purchases System (SPS) - for over and
  under 25K
• Procurement Request Information System (PRISM)