EOP Foundation Seminars - Public Sector

Public Sector | Private Sector

Custom Course #3- Federal Budget Process – Executive Level

This curriculum is based on providing the participants with a comprehensive overview of the Executive Branch formulation, decision making, presentation, and execution processes associated with the Annual President’s Budget. It also addresses the career executive’s role in the Congressional Budget and Appropriations process and how the Executive Branch participates.

In addition to the overall Budget process, the curriculum will focus on how the executive level organization’s operational allocation and evaluation criteria should be addressed. The curriculum will focus on the interface between career and political executives at the departmental level ranging from Deputy Assistant Secretary Level to cabinet officers. It will discuss how executives should approach the annual review of their base budget and new and revised budget proposals from the field through OMB. This will include the focus on how to improve departmental budget presentations. The curriculum also addresses how to prepare witnesses for formal OMB and Congressional hearings and prepare political executives for informal sessions with OMB and Congressional staff. This includes building and maintaining effective relationships between career executives and appropriations sub-committee clerks, OMB examiners/Branch Chiefs/Division Chiefs, subject matter stakeholders and specialized media. Finally, it will address how to ensure effective writing associated with budget issues at the staff level.

The curriculum is taught by ex and current-government executives with an extensive knowledge of the Executive Branch and Congressional Branch processes and procedures required to enact the Federal budget as a whole. Their insight will showcase the professional KSA’s required to be successful without making subjective judgments on the politically charged issues. The participants will have an interactive session to share perspectives on how to effectively participate in the entire process.

The course will be conducted in a semi-formal classroom environment with all participants encouraged to ask questions at any time. Further, all instructors and a contingent of EOP Foundation personnel will be on hand throughout the course to respond to any questions or queries that may arise. These staff members can be approached at any time during the course and will also be available before and after the daily class schedule.

Course Objectives

The course will cover in detail the various processes involved during the formulation and implementation of the budget. Upon completion of the course, participants will have a clear knowledge of the following:

  • Politics of partisan political parties and politics of state and local/non-governmental organizations (NGOs) and

    special interests to include Medicaid;

  • Understanding Congressional actions including Concurrent budget resolution, Reconciliation bills, Authorization

    bills, Appropriation bills/acts; Program execution; Scorekeeping; and Dynamic scoring;

  • Understanding the roles of the Executive Branch, Congress, and other independent organizations responsibilities of the

    preparation of the President’s budget;

  • Understanding OMB and White House review of departmental requests, Departmental appeals of OMB passbacks,

    preparing budget documents for submission to Congress, and Mid-year budget updates;

  • Justifying the budget to departmental political executives and OMB career executives, both in formal hearings and

    informal meetings on the budget proposals; and

  • Preparing budget briefing materials for formal hearings with departmental officials and Congressional officials with a

    focus on the compatibility between the budget briefing materials, justification, and testimony.