ARTICLE 

Pentagon to Field Paperless Procurement System in ‘04 

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by Joshua A. Kutner 

Pentagon logisticians have entered the next phase in implementing their end-to-end paperless procurement process, as they work toward a March 2004 deadline.

The system will create a single-stop network, where users can perform contracting, program management, payment, financial management, accounting and logistics functions. The system is co-managed by the Defense Contract Management Agency (DCMA) and the Defense Finance and Accounting Service (DFAS).

Deputy Secretary of Defense Rudy de Leon, in September, established the End-to-End Procurement Process Cross Functional Executive Steering Group (ESG) and Implementation Integrated Process Team (IPT), made up of members of the military services and defense agencies, to lead the way. End-to-end means the system handles every transaction from contract requirement through contract closeout.

The system model supports Defense Reform Initiative directives introduced by John Hamre, who formerly held de Leon’s post.

“[Hamre] had a problem that he was trying to solve. And that problem is the amount of money that we spend and lose track of, through [the Defense Department],” said Air Force Lt. Col. Paul Yandik, director of paperless contracting at the Defense Contracting Management Agency. “We buy an awful lot of things in [the department]. We make an awful lot of payments. And our older systems were making a lot of mistakes. The way we’re doing business [includes] a lot of paper transactions taking place, a lot of people trying to make those payments happen. We make, on an annual business, $10 to $13 billion in mistakes. That’s a pretty big number. And Congress kind of gets worried about that.”

To address this problem, the Pentagon sought to automate paper transactions. But the problem could not just be resolved with automation, because there were too many disparate, redundant systems.

“[Hamre] had a vision that said, ‘hey, you know what? The problem that we have here is that you have people trying to use paper transactions’” said Yandik, at the Association For Enterprise Integration’s 21st Century Commerce International Expo2000, in Albuquerque, N.M.

Too Many Systems
“We’re getting more automated, but we’re having people send or re-key data in this system of systems. We have many, many data systems out there. We have many, many accounting systems. We have many, many contracting systems. And these transactions of buying an item, receiving an item and paying for an item create a lot of these data entry problems. We have a line of accounting within [the department] that is 130 characters long. And we expect people to be able to code that correctly in 10 different transactions. We’re probably missing the boat there, so we want to try and automate that process.”

One solution is for the system to have a single point of data entry, said Yandik, “where I load that information once, pass it along from system to system and not have to remake those mistakes. ... Paperless contracting is a way to make that happen.”

When Hamre first issued his paperless contracting directive, all of the military services and defense agencies were eager to step up to the task, said Yandik. However, each entity worked to develop its own solution. “We all were building different solutions to the same problem,” he said. “We weren’t really integrating across the Department of Defense to try and solve these things. We were just creating the same kind of solutions that sometimes step on each other across the department.”

This, said Yandik, led to additional directives that eventually caused defense officials to realize that a department-wide system was needed.

“When we started looking at the problem, what we found was that the functional communities have been doing a very good job of automating processes,” Yandik told the conference.

“The problem that we had was that the interface, or the handoff, between these systems was not automated,” he said. “We would have somebody write up a requirement or generate an electronic requirement in a system, print that out as a piece of paper, walk it down to this accountant, and have [him] reload that information into the finance system. The same thing would happen on the contracting side.”

In developing this end-to-end paperless procurement system, the DCMA-DFAS team did not start from scratch, said Yandik. It considered many of the systems that are already in use, such as the Standard Procurement System, which is the basic department-wide contract-writing program. The team had to overcome the fact that these systems were managed by different agencies. It had to establish an interface that would allow the systems to interact with each other.

“We came up with a concept called ‘portfolio management,’ which is taking all of the systems that are in the model and trying to manage the interfaces between them,” said Yandik.

The team was advised by experts from the services, agencies and contracting community in order to outline the initial model for the procurement system, Yandik asserted. Around 150 individuals contributed to the model, he said.

The ESG, in order to guide a successful program, must “look at individual processes across the Defense Department, rather than just [individual] service-oriented [functions],” said Yandik. This means that all functions must be taken into account.

“We have put the emphasis on jointness,” said Defense Secretary William S. Cohen, in a recent statement. That means that the Pentagon is trying to establish a department-wide system.

So far, the DCMA-DFAS team has completed an end-to-end process model and system maps and a strategic implementation plan.

Interfaces
Now it must build a detailed implementation plan, develop and test electronic interfaces and implement those interfaces throughout all the services and defense agencies, said Yandik.

The strategic implementation plan maps out how the system is to be put into use. It contains system maps that depict the flow of information.

The system maps identify 23 functional communities involved in the process, said Yandik. “That could [include] a buyer. It could be someone who is receiving an item, a payment clerk, industry, an auditor [or] and approving official,” he said. These communities are split over 28 systems or databases.

But the current model includes 220 interfaces. If a user performs one transaction or one payment, he may only need five or 10 of those interfaces, said Yandik. “But if I’m going to do a major weapon system buy, and I’m going to have a long-time development contract with many, many deliverables and many, many payments being made, that’s probably going to involve a lot more of those interfaces.”

Some of the interfaces are already compliant with the system, said Yandik. But “we’re not going to get to where we want to be until March 2004. ... It’s going to take us a little while to get there, because we are really dependent on the development of systems [that will be featured in the final model] to add the functionality that we need, and to also deploy these things across the department.”

De Leon, in a memo to the service and agency chiefs, said the ESG will “consist of senior level representation from all functional communities included in the procurement process.”

They are to update him on the implementation’s progress every 90 days. ESG is chaired by the Defense Department deputy chief information officer. IPT also will include users of the system. It will report to ESG as directed and is co-chaired by DCMA and DFAS.

“What we’ve built is a vision of how we want to share data in the future,” said Yandik. “It’s evolutionary in nature. ... The biggest challenge we have is that this is a [department-wide] activity to make this work. It’s not just one service or agency leading this thing. It’s going to take the coordination of the entire department to make it happen.

“We think we’ve done the easy part. We’ve built the model. We’ve built the plans to get there. The hard part is going to be implementing it.”

Yandik said the establishment of the ESG and IPT is “really getting this thing started—to now implement the model that we have.”

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