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Budget Execution

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  • ORegistration open
  • FClass full
  • GGuaranteed to Go
  • RRemote Classroom
Multiple Registrations?
Session Schedule Location Tuition Status
Dec 05 - Dec 07, 2017
08:30 - 16:30 , TUE-THU
Washington , DC $829 G
Jan 30 - Feb 01, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Feb 27 - Mar 01, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Apr 03 - Apr 05, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
May 01 - May 03, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
May 22 - May 24, 2018
08:30 - 16:30 , TUE-THU
Denver , CO $829 O
Jun 05 - Jun 07, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Jun 12 - Jun 14, 2018
08:30 - 16:30 , TUE-THU
Kansas City , MO $829 O
Jun 19 - Jun 21, 2018
08:30 - 16:30 , TUE-THU
San Diego , CA $829 O
Jul 10 - Jul 12, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Jul 24 - Jul 26, 2018
08:30 - 16:30 , TUE-THU
Virginia Beach , VA $829 O
Aug 07 - Aug 09, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Aug 14 - Aug 16, 2018
08:30 - 16:30 , TUE-THU
Dallas , TX $829 O
Aug 21 - Aug 23, 2018
08:30 - 16:30 , TUE-THU
Atlanta , GA $829 O
Sep 11 - Sep 13, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Sep 18 - Sep 20, 2018
08:30 - 16:30 , TUE-THU
San Francisco , CA $829 O
Sep 25 - Sep 27, 2018
08:30 - 16:30 , TUE-THU
Huntsville , AL $829 O
Oct 02 - Oct 04, 2018
08:30 - 16:30 , TUE-THU
Washington , DC $829 O
Dec 04 - Dec 06, 2018
08:30 - 16:30 , TUE-THU
San Antonio , TX $829 O
Displaying of 19 sessions Show All Show Less

Course overview

Experience has shown that agency personnel spend more time on budget execution than on any other phase of the budget process. In this course you will learn to develop and manage an operating plan, monitor and track performance, respond to unanticipated events, and avoid Anti-Deficiency Act (ADA) violations. You will also understand the apportionment process, be able to manage reimbursable work, and prepare for year-end closeout including the preparation of the SF-133.

This course is part of the Master Certificate in Federal Financial Management (MCFFM).

This course aligns with the following DoD financial management competencies:
DoD FM CompetencyProficiency LevelHours
Budget Concepts, Policies, and Principles 1 4
Budget Execution 3 16
Budget Formulation, Justification, and Presentation 3 8
Fundamentals and Operations of Budget 1 4


Please note: Effective October 1, 2016, the length of this course will change to 3 days and the credit will change to 24 CPE.

Who should attend?

Anyone who contributes to the budget execution process and needs to be aware of the principles, laws and procedures associated with proper budget execution. Participants should be familiar with budget principles as taught in Introduction to Federal Budgeting (BUDG7001D) and Budget Formulation (BUDG7101D).

Level: Intermediate.

Learning outcomes

  • Modify a financial plan using practical tools and techniques
  • Explain how the budget execution process is affected in terms of legal availability of funds with respect to purpose, time and amount
  • Describe budget terms related to budget execution as contained in OMB Circular A-11
  • Develop annual performance plans, reports and measurement
  • Avoid potential Anti-deficiency Act violations
  • Prepare allotment and sub-allotment advice
  • Analyze productivity and evaluate year-to-date performance; manage year-end closeout and reporting requirements for your agency
  • Manage reimbursable work and contractual agreements
  • Identify key financial management legislation that shapes the budget execution process

Course outline

Day one of three

Overview of the federal budget process

  • The changing budget environment
  • Size and composition of the federal budget
  • Evolution of the federal budget and financial management structure
  • Key players in the budget process
  • Key central agency budget process related guidance
  • Phases of the organizational budget cycle
  • Pipeline of budget authority receipt and usage
  • Purposes of organizational budgets
  • Presidential role in the budget execution phase
  • Principles of appropriations law
  • Impact of federal appropriations law on the legal obligation of funds
  • Review exercise
  • Knowledge check
Overview of the budget execution process
  • Types of appropriation acts
  • Sequence of execution events
  • Exercise: review of terms
  • Internal controls
  • Exercise: status of funds
  • Federal employee ethical standards
  • Knowledge check
Development, modification, and distribution of an operating plan
  • Budget development overview
  • Government Performance and Results Act and the budget
  • Reasons for budget modifications
  • Accommodating budget changes
  • Apportionment process
  • Exercise: apportionment request
  • Exercise: preparing an allotment advice
  • Knowledge check

Day two of three

Monitoring and tracking performance

  • Overview: what is an operating plan and why is it important?
  • What should be monitored and tracked – financial metrics
  • What should be monitored and tracked – performance metrics
  • Work measurement (workload)
  • Unit cost measurement (efficiency)
  • Productivity index measurement (effectiveness)
  • Productivity improvement
  • Special situations and factors affecting monitoring and tracking
  • Exercise: monitoring and tracking performance
  • Preparing, presenting, and following-up the mid-year review (MYR)
  • Exercise: preparing the mid-year review
  • Knowledge check
Responding to unanticipated events and potential ADA violations
  • Understanding factors that could affect your programs
  • Overview of reprogramming and transfer
  • Exercise: responding to unanticipated events
  • Understanding ADA
  • Exercise: financing unexpected obligations
  • Exercise: Responding to a potential ADA violation
  • Exercise: Responding to a potential ADA violation (scenario two)
  • Knowledge check

Day three of three

Managing reimbursable work and contractual agreements

  • Overview of reimbursable operations
  • Budgeting for reimbursable work
  • Overview of revolving fund operations
  • Overview of contracting
  • Timing of budget actions and contract awards
  • Exercise: the $300 hammer
  • Types of payments
  • Knowledge check
Preparing for year-end closeout
  • Understanding unused budget authority
  • Responding to possible ADA violations at year-end
  • Agency reporting requirements (SF-133)
  • Exercise: making decisions at year-end
  • Knowledge check
Federal budget execution summary
  • Summary and review of budget execution process
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