1、1DEPARTMENT OF ENERGYPROCUREMENT&ASSISTANCE MANAGEMENTFY 2003BALANCED SCORECARDPERFORMANCE ASSESSMENT PROGRAMNational Core Performance MeasuresSupporting Corporate Management Initiatives专业.2Balanced Scorecard MethodologyThe BSC is a structured approach to performance measurement and performance mana
2、gement that links the organizations strategic thinking to the activities necessary to achieve desired resultsThe BSC is a vehicle for communicating an organizations strategic direction and for measuring achievements towards these predetermined objectives The BSC clearly establishes linkage between s
3、trategic objectives,the measures for determining progress,the stretch targets established,and the focused initiatives needed to move the organization forward to meet those organizational goals专业.3Balanced Scorecard MethodologyThe BSC utilizes Department-wide measures plus individually tailored local
4、 measures to achieve the Procurement Executives strategic goalsResults of BSC measurements provide decisionmakers with critical information on:(1)the efficiency with which resources are transformed into goods and services;and(2)the effectiveness of organizational activities and operations in terms o
5、f their specific contributions to strategic objectives The BSC is a key part of the Procurement Executives performance plan,and is a critical element in ME-60s SES performance assessmentsIn FY 2003,ME-60 continues to assign accountability to individual staff by flowing down the BSC to individuals an
6、d teams.专业.4 MISSIONTo provide acquisition and assistance services tosupport accomplishment of the Departmentsprogrammatic goals and objectives.STRATEGYTo change the present systems culture,managementsystems,and line processes consistent with theprinciples of Quality Management,in order to establish
7、 and maintain:a customer focus,a sense ofurgency,continuous and breakthrough processimprovement,and an emphasis on results.VISIONTo deliver on a timely basis the best value productor service to our customers while maintainingthe publics trust and fulfilling public policy objectives.DOE Procurement S
8、ystem专业.5Strategic Approach专业.6 MISSIONVISIONSTRATEGY Balanced Scorecard Strategic Perspectives专业.7 LEARNING AND GROWTH-Access to Strategic Information-Employee Satisfaction-Organization Structured for Continuous Improvement-Quality Workforce FINANCIAL-Optimum Cost Efficiency of Purchasing Operation
9、s;Cost Reasonableness of ActionsMISSIONVISIONSTRATEGY CUSTOMER-Customer Satisfaction-Effective Service/Partnership INTERNAL BUSINESS PROCESSES-Acquisition Excellence-Most Effective Use of Contracting Approaches-Use of Electronic Commerce-Performance-Based Service Contracts-Use of Competition-Streaml
10、ined Processes-Reduction in Overage Instruments-On-Time Delivery-Supplier Satisfaction-SocioeconomicsBalanced ScorecardPERSPECTIVES AND OBJECTIVES专业.8Balanced ScorecardPerformance Measures,Performance Targets,&Management Initiatives专业.9BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND M
11、ANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Customer Satisfaction Data Source:Customer Survey Timeliness:Extent of customer satisfaction with timeliness of procurement processing,planning activities,and on-going
12、 communications.85%for FY02;will not measure in FY01 and FY03 Update Policy information in E-Knowledge Management system ME-61 RLangston 2nd Qtr Assess management of PALT to improve customer service ME-64 CAshline 4th Qtr Issue concept paper on Procurement organization of the future ME-60 SMournigha
13、n 2nd Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.10BALANCED SCORECARDPERFORMANCE MEASURES,PERF
14、ORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Customer Satisfaction Data Source:Customer Survey Quality:Extent of customer satisfaction with the quality of goods and services delivered.90%for
15、FY02;will not measure in FY01 and FY03 Update 3 Customer Service Brochures and provide electronic access ME-61 RLangston/SZvolensky 2nd Qtr Produce outreach video(DVD/Web)on doing business with DOE ME-64 JWebber 2nd Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congres
16、sional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.11BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATION
17、ALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Effective Service/Partnership Data Source:Customer Survey Extent of customer satisfaction with the responsiveness,cooperation,and level of communication with the procurement office.88%for FY02;will not measure in FY01 and FY03 President
18、ial Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.12BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND
19、 MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Effective Service/Partnership Data Source:Written Customer Surveys;Focus Groups;Interviews External customer satisfaction:Extent to which external customers are sati
20、sfied with specific personal property products and services.80%(or equivalent index value)customer satisfaction rating Internal customer satisfaction:Extent to which internal customers are satisfied with specific personal property products and services.80%(or equivalent index value)customer satisfac
21、tion rating Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Property专业.13BALANCED SCORECARDPERFORMANCE MEASURES,PERFO
22、RMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Value Added Service/Partnership Data Source:Customer Surveys;Focus Groups;Random Sample,Contract 5-Year Work Plans;Human Capital Development Plans
23、and Human Capital Strategies External customer satisfaction:Extent that external customers are satisfied with specific CHRM services and deliverables;i.e.,policy implementation,contribution to acquisition and human capital development strategies,contract/advance understanding development/negotiation
24、,contract administration activities,and cooperation and level of communication.80%customer satisfaction rating 80%of services/deliver-ables meet external customers quality expectations in terms of timeliness,quality and partnership Presidential Management Initiatives SES Performance Plan(RHopf)FY04
25、OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Contractor Human Resource Management专业.14BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESCUSTOMER PE
26、RSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Value Added Service/Partnership Data Source:Customer Surveys;Focus Groups;Random Sample,Contract 5-Year Work Plans;Human Capital Development Plans and Human Capital Strategies Acquisition(contract ad
27、ministration)personnel and resources responsible for oversight of contractor compensation,benefits,pensions,and workers compensation ensure that any reimbursable contractor programs are aligned with Program Office/Contract 5-Year Work Plans/Contractor Human Capital Strategies Ref source document Pre
28、sidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Contractor Human Resource Management专业.15BALANCED SCORECARDPERFORMANCE M
29、EASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-Assessment Survey;Protest Data Extent to which internal quality control syst
30、ems are effective,particularly with respect to compliance with laws and regulations,vendor selection and performance,contract administration,and subcontractor oversight.85%No sustained protests Implement recommendations from 970 follow-on review ME-61 MFischetti 3rd Qtr Publish CPOF final rulemaking
31、 ME-61 MRighi 3rd Qtr Publish Value Engineering Acquisition Letter(Follow-on)ME-61 MRighi 2nd Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Co
32、ntract Management Milestones Procurement专业.16BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-
33、Assessment Survey;Protest Data Extent to which internal quality control systems are effective,particularly with respect to compliance with laws and regulations,vendor selection and performance,contract administration,and subcontractor oversight.(Contd)85%No sustained protests(Contd)Publish final rul
34、e on contractor affiliates ME-61 RWebb 2nd Qtr Publish proposed rulemaking for Office of Independent Oversight and Assessment(DOE Order 470.2)ME-61 MFischetti 4th Qtr Publish final rule on clauses to replace CRDs(DOE Orders 350 and 481.1)ME-61 RLangston 4th Qtr Presidential Management Initiatives SE
35、S Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.17BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERN
36、AL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-Assessment Survey;Protest Data Extent to which internal quality control systems are effective,particularly with respect to compliance wi
37、th laws and regulations,vendor selection and performance,contract administration,and subcontractor oversight.(Contd)85%No sustained protests(Contd)Issue/update 4 Acquisition Guide Chapters -Procurement Responsibilities Under Directives-Procurement Integrity-Intercontractor Purchases-M&O Commercial P
38、urchasing Practices ME-61 MRighi SZvolensky RWebb RWebb 4th Qtr 2nd Qtr 3rd Qtr 3rd Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Man
39、agement Milestones Procurement专业.18BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-Assessment
40、 Survey;Protest Data Extent to which internal quality control systems are effective,particularly with respect to compliance with laws and regulations,vendor selection and performance,contract administration,and subcontractor oversight.(Contd)85%No sustained protests(Contd)Provide business acquisitio
41、n planning support and HQ clearance for a minimum of 15 major acquisitions-Lawrence Berkeley National Laboratory extend/compete-MOX Fuel“options”1.b.and 1.c-Pacific Northwest National Laboratory extend/compete ME-62 LStrand DLeotta LStrand 2nd Qtr 4th Qtr 2nd Qtr Presidential Management Initiatives
42、SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.19BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTE
43、RNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIONALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-Assessment Survey;Protest Data Extent to which internal quality control systems are effective,particularly with respect to compliance
44、with laws and regulations,vendor selection and performance,contract administration,and subcontractor oversight.(Contd)85%No sustained protests(Contd)(Contd)-National Renewable Energy Laboratory Option Exercise-Mound Competition-Yucca Mountain incentive reconfiguration-Mound Termination-Idaho Nationa
45、l Environmental/Engineering Laboratory-Sandia National Laboratory extend/compete-U233 D&D competition-Brookhaven National Laboratory option exercise-Bettis Atomic Power Laboratory option exercise-Hanford Site Occupational Health Services-Fast Flux Test Facility D&D-Portsmith/Paducah Environmental Ma
46、nagement ME-62 BSchreiber RLeotta DLeotta RLeotta TBrown RLeotta TBrown DLeotta WEvelhoch BSchreiber LStrand TBrown 4th Qtr 1st Qtr 2nd Qtr 1st Qtr 4th Qtr 4th Qtr 2nd Qtr 2nd Qtr 4th Qtr 4th Qtr 4th Qtr 4th Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional B
47、udget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.20BALANCED SCORECARDPERFORMANCE MEASURES,PERFORMANCE TARGETS AND MANAGEMENT INITIATIVESINTERNAL BUSINESS PERSPECTIVE OBJECTIVE MEASURE OPERATIO
48、NALTARGET MANAGEMENT INITIATIVES Project Action Officer Due Date Acquisition Excellence Data Source:Managers Self-Assessment Survey;Protest Data Extent to which internal quality control systems are effective,particularly with respect to compliance with laws and regulations,vendor selection and perfo
49、rmance,contract administration,and subcontractor oversight.(Contd)85%No sustained protests(Contd)Issue direction on competition and commercial product advocacy ME-62 ESimpson 1st Qtr Develop and publish Acquisition Plan development guidance as supplement to Acquisition Guide Chapter on Acquisition P
50、lanning ME-62 TBrown 1st Qtr Presidential Management Initiatives SES Performance Plan(RHopf)FY04 OMBE Congressional Budget FY05-09 Planning Guidance 5-Yr Workforce Restructuring Plan PEC/OFPP Govt-wide Performance Measures FMFIA Contract Management Milestones Procurement专业.21BALANCED SCORECARDPERFOR
