Budget POM – Full Scope POM Support including Information Gathering Statement of Work Preparation Cost Estimation Resources Allocation Decision Analysis Management Approach Resource Optimization POM Record Maintenance Risk Management POM Periodic Inspections Performance Measurement Finance and Accounting General Ledger and Maintenance Financial Statement Audits Tax Planning and Federal Compliance Expenditure and Reimbursement Review F&A Staff Training and Guidance Support all end-of-fiscal-year close out activities Budget and Finance Support Services Past Performances Period Of Client Name Contract Title Value Performance Washington Headquarters Service Program Planning and Budgeting 09/28/09 06/27/10 $220K – Execution (PPBE) Process Support 06/28/10 06/27/12 $661K – Brief Description WRI provided WHS with reliable and trustworthy business analyses, administrative and technical support to satisfy the emergent needs of WHS/FMD during each phase of its Program Planning and Budgeting Execution (PPBE) process. WRI developed management evaluation plans, processes, procedures, and methodology. WRI also provided management consulting on cost estimation, decision analysis, resource optimization, performance measurement, and risk management. Period Of Client Name Contract Value Performance Washington Headquarters Services Financial Management and 08/27/08 9/26/08 $116K – Accounting Brief Description WRI supported WHS’s Financial Management Directorate in performing end of fiscal year out activities. WRI’s experience team provided guidance and training to F&A staff, ensured all accounting records pass all DFAS edits and controls, executed and reviewed trial balance reports and audit reports, reviewed all reimbursable and expenditure activities, reviewed property code for investment appropriations, and ensured accuracy of entries in the general ledger. IT Services: Provide dedicated Program and Project Management program initiation, planning, execution, control, and close out ASP.NET SQL Server / Oracle or other conventional database interfaces SQL Server Reporting Services and Migration
Information Gathering Cost Estimation Decision Analysis Resource Optimization Risk Management Performance Measurement Finance and Accounting General Ledger and Maintenance Financial Statement Audits Tax Planning and Federal Compliance Expenditure and Reimbursement Review F&A Staff Training and Guidance Support all end-of-fiscal-year close out activities Budget – POM Full Scope POM Support including Statement of Work Preparation Resources Allocation Management Approach POM Record Maintenance POM Periodic Inspections Budget and Finance Support Services Past Performances Client Name Contract Title Period Of Performance Value Washington Headquarters Service Program Planning and Budgeting Execution (PPBE) Process Support 09/28/09 – 06/27/10 $220K 06/28/10 – 06/27/12 $661K Brief Description WRI provided WHS with reliable and trustworthy business analyses, administrative and technical support to satisfy the emergent needs of WHS/FMD during each phase of its Program Planning and Budgeting Execution (PPBE) process. WRI developed management evaluation plans, processes, procedures, and methodology. WRI also provided management consulting on cost estimation, decision analysis, resource optimization, performance measurement, and risk management. Client Name Contract Period Of Performance Value Washington Headquarters Services Financial Management and Accounting 08/27/08 – 9/26/08 $116K Brief Description WRI supported WHS’s Financial Management Directorate in performing end of fiscal year out activities. WRI’s experience team provided guidance and training to F&A staff, ensured all accounting records pass all DFAS edits and controls, executed and reviewed trial balance reports and audit reports, reviewed all reimbursable and expenditure activities, reviewed property code for investment appropriations, and ensured accuracy of entries in the general ledger. IT Services: Provide dedicated Program and Project Management program initiation, planning, execution, control, and close out ASP.NET SQL Server / Oracle or other conventional database interfaces SQL Server Reporting Services and Migration
WRI%20Extended%20Cape%20Statement.docx