EOP Foundation Seminars - Public Sector

Public Sector | Private Sector

Custom Course #5- Federal Budget Process - Supervisory 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 provides the Congressional Budget and Appropriations process and how the Executive Branch participates.

The curriculum will include a discussion of key budgetary data required to facilitate the formulation of the budget, including the pricing of new and revised budget activities. It will also prepare departmental supervisory and management levels for formal OMB and Congressional hearings, and for appeals at OMB, programmatic initiatives and sessions between executives, examiners, branch officials, and division chiefs. It will incorporate the preparation of new or revised budget proposals submitted by the field organization and how to facilitate successful decision making processes at all levels through the department. Finally, it will define the roles of the offices of the CFO, bureau and departmental policy, other policies within the department, field and departmental budget staff, and the Inspector General audit.

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 participant will have the subjective foundation 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 entire duration of 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:

  • Transition politics including the margin of control that one of the parties has in Congress;

  • The Budget program life cycle, including Program/project office, Agency/bureau, Department, President,

  • Congressional authorizers, Congressional appropriators, CBO, House/Senate, House/Senate Conferences,

  • House/Senate, President, Treasury/OMB , and Program/Project;

  • The formulation of the President’s budget; understanding Congressional actions including Concurrent budget

    resolution, Reconciliation bills, Authorization bills, Appropriation bills/acts; Program execution; Scorekeeping;

    and Dynamic scoring;

  • The roles of the Executive Branch, Congress, and other independent organizations responsibilities of the preparation of the President’s budget;

  • OMB preparation of departmental budgets, including Strategic plans, Annual performance plans, and Annual

    performance reports;

  • Budgetary actions that appear to be gimmicks, such as Sunset dates; Leasing; and Annual rather than permanent fixes to tax issues; and

  • Budget presentation focusing on program executives and departmental budget staff.