Lobbying for Defense

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Lobbying for Defense

• Securing Federal Funding for Unfunded Military
  Programs

May 21, 2008
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Need to Understand

• 1. Requirements, Program Objective
• Memorandum, Defense Budget Cycle
• 2. Essential Documentation
• 3. Roles of Military, Industry and Congress

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Requirements

• What are they ?
• Who establishes Requirements?

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Requirements

• How long do they take to develop?
• How are they Approved/Validated?

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Requirements Process for Approval/Validation
Fort Campbell
Fort Rucker Proponent Army Aviation ORD
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Requirements Why Important to Understand

• Appreciate Sense of Discipline of System
• Understand Scope of Staff Interactions
• Recognize What it Takes to Develop or Change

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Requirements Why Important to Understand

• Serious Undertaking
• Disruptive if procedures not followed
• Key Dont Try to Add When not Required
• Sherpa - Starstreak

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Program Objective Memorandum (POM)

• POM What is it?
• Classified Document
• Compilation of Requirements
• How is it Developed?

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POM Why Important

• Identifies Funded Programs
• Identifies Priorities
• Development is a Vetting Process
• Identifies Unfunded Requirements UFRs
• UFR List for Congress

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Funded vs. Unfunded Requirements

• Must Understand Difference
• Lobbyists Work on Unfunded Requirements
• Two types of UFRs
• Unfunded at Installation Level
• Unfunded on UFR List to Congress

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Defense Budget Cycle

• Fiscal Year October 1 to September 30
• Oct to Dec Input, Field to Pentagon
• POM Build January to May in Pentagon
• POM Lock in June by Service
• Service Comptroller Final Reviews

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Defense Budget Cycle

• Submission to OSD in September
• OSD Review in October/November
• Services Budget to Congress in January
• Presidents Budget is Service Budget

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Lobbyist - Hill Schedules 09
Lobbyist

• October, 07
• November, 07
• December, 07
• January, 08
• February
• March
• April
• May
• June
• July
• August
• September

Hill

• January, 08
• February
• March
• April
• May
• June
• July
• August
• September

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Getting Started

• Major Warfighting Centers
• Service Laboratories
• Defense RD Agencies (DARPA)
• Major RD, Procurement Commands
• National Guard Programs
• Delegations
• Pentagon

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(No Transcript)
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Lobbyist Action Item List
October Meet with clients Define upcoming
years programs Prioritize programs Prepare
issue sheets and Point of Contacts List
November Schedule meetings with potential
military sponsors Coordinate issue
sheets Confirm budget data
December Schedule meetings in Pentagon Coordinat
e issue sheets Confirm budget data
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Lobbyist Action Item List
January Meet with state delegation staff on
plus-up requests
February Continue delegation meetings Schedule
meetings with committee professional staff
members
March Continue meetings with professional staff
members Prepare and submit member request forms
April Track results of Authorization Committees
mark-up"
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Lobbyist Action Item List
May Notify clients of results
June Submit Chairman Letters to Appropriations
Committees
July Track results of Appropriations Committees
mark-up Prepare joint conference
reconciliation letters
August Recess/visits by Members to facilities
September Track Appropriations Joint Conference
results Report results to clients
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Congressional Budget Cycle

• April to July Committee Markups, Reports,
  Authorization Joint Conference
• August Recess
• September Final Joint Conference
• Bill to President for Signature by 30 Sept
• October 1..Begin next Budget Cycle

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Congressional Committees

• House Armed Services
• Senate Armed Services
• (Policy) Budget Authorization
• House Appropriations - Defense
• Senate Appropriations - Defense
• Checkbook

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Mark-Up Sequence

• HASC - April
• SASC - May
• Authorization Joint Conference
• HAC - June
• SAC - July
• Appropriation Joint Conference - Sept

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OSD Unfunded Requirements List

• Three Bands
• Band 1 Needed to Win the War
• Band 2 Could Use if Funded
• Band 3 Nicer to have than not

• Any Band is Super!!

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Congressional Budget Cycle

• Fiscal Year October 1 to September 30
• January to February Work begun on Budget
• February and March Interaction with Services
• DASC Parades
• Department of the Army Systems Coordinators
  (DASC)