U.S. General Services Administration New Travel & Expense

U.S. General Services Administration New Travel & Expense (T&E) Business Standards Review for Industry

Workshop Housekeeping 1. The workshops will be recorded and posted to the ETSNext Industry Community page on Interact 2. All participants are on mute and there is no individual camera access 3. Please use the Chat tool to report technical difficulties 4. Please use the Q & A functionality to ask questions a. You can upvote a question, if you have the same or a similar question 5. Today’s Workshop will be approximately 1 hour 6. Workshop 2 on Thursday, October 28th will be approximately 2 hours 7. Workshop 3 on Tuesday, November 16th will depend on the number of FAQs that are developed and the questions asked during the open Q&A 2

Agenda T&E Business Standards Overview - OGP T&E Management Standards Committee Process & Schedule - OGP Why T&E Business Standards Matter - FAS 2

T&E Business Standards Overview Business standards are driven by Strategy 1 “Agree on What We Can Share,” of OMB memo M-19-16, Centralized Mission Support Capabilities for the Federal Government. The Federal Integrated Business Framework (FIBF) is a model that enables agencies to better coordinate and document common business needs and focus on outcomes, data, processes, and performance T&E Business Standards are critical in driving the government to eliminate redundancy, reduce risk, and leverage federal buying power to deliver mission support services that make government more efficient and effective. https://ussm.gsa.gov/fibf/ 2 4

T&E Business Standards Overview The T&E Standards Lead, in coordination with the GSA Federal Acquisition Service (FAS) and an interagency working group, developed the baseline using the Federal Integrated Business Framework process. The T&E Business Standards baseline includes: – Functions and Activities – Business Capabilities – Use Cases – Standard Data Elements – Service Measures (formerly called Performance Measures) Serve as a foundation to establish a future state E-gov Travel Service (ETS). https://ussm.gsa.gov/fibf-travel/ 2 5

T&E Business Standards Background The initial T&E Business Standards baseline was approved by the Office of Management and Budget in November 2020. The goal in developing a T&E baseline in support of the ETSNext procurement strategy is to: Eliminate features, functions, and processes based on agency specific processes and policies; Streamline Financial Management integration, and voucher processes; Improve the user experience by reducing the time on task to process T&E; and Enable government-wide travel data analysis. https://ussm.gsa.gov/fibf-travel/ 2 6

T&E Standards Management Committee FAS had originally convened a working group in 2017 and 2018 to develop the Background baseline Travel and Expense Business Standards. As part of the annual update process, the GSA Office of Government-wide Policy (OGP), the Standards Lead, convened an interagency working group to document common business processes and gather feedback on the T&E business standards in 2021. – The goal was to address gaps identified in the approved baseline. After topics were discussed and reviewed, GSA incorporated feedback into the standards. 2 7

T&E Business Standards (FIBF) Governance Process The T&E Business Standards are reviewed yearly and updated as necessary. https://ussm.gsa.gov/fibf/ 8

Cross-Functional Collaboration T&E’s business integration touchpoints with vertical and horizontal functional areas. Human Capital Integration Touchpoints Travel and Expense Obligation Process Lifecycle Federal Financial Management Electronic Records Management Cybersecurity Services https://ussm.gsa.gov/fibf-cyb-soc/ https://ussm.gsa.gov/fibf-ERM/ 9

T&E Business Standards Why the T&E Business Standards Matter to Industry 2

Why T&E Business Standards Matter to You It’s OMB approved – Culmination of a cross-government effort to create Business Use Cases, Business Capabilities, & Standard Data Elements – First time the government is going to market with a common Business Process and set of Business Standards (requirements) and processes – First time the government is coordinating directly with the Financial Management community on interface standards Standard Integration, Standard File Formats, Standard Data Elements T&E Business Standards will be used as the basis for ETSNext requirements https://ussm.gsa.gov/fibf-travel/ https://ussm.gsa.gov/fibf-fm/ 2 11

Cross-Functional Collaboration (continued) T&E integration standardization with Human Capital and Financial Management Electronic Records Management and Cybersecurity Standards Incorporated Human Capital Interface Standardization Increased Automation Travel and Expense Interface Standardization Standard Data Elements Electronic Records Management Federal Financial Management FM FIT FMSC FM QSMO Cybersecurity Services https://ussm.gsa.gov/fibf-cyb-soc/ https://ussm.gsa.gov/fibf-ERM/ 12

Travel and Expense Business Standards Question & Answer Session Q&A Open Q&A What other topics or areas do you have questions about? 2

Travel & Expense Business Standards Summary T&E Business Standards Overview High-level overview of the standards development process and artifacts T&E Management Standards Committee Process & Schedule Governance process for the T&E Business Standards Why T&E Business Standards Matter OMB Approved Government-wide end-to-end business processes for T&E 2

Thank you for your attendance U.S. General Services Administration Thank you for your attendance.