Reports of the Bureaus 

 and Offices of 

 the Smithsonian 

 Institution for Fiscal 

 Year 1997 



Office of Planning, Management, 

 and Budget 



L. Carole Wharton, Director 



Mission Statement 



The Office of Planning, Management, and Budget (OPMB) as- 

 sists the Secretary and Board of Regents in setting priorities, 

 determining the best allocation of resources, and measuring 

 performance. OPMB gathers, analyzes, and presents resource 

 needs and information to the Office of Management and 

 Budget, Congress, and the Board of Regents to facilitate wise 

 and favorable evaluation. OPMB also provides services to 

 central and unit managers that foster the planning, allocation, 

 and management of Institutional resources. 



In addition, the Office also develops and disseminates In- 

 stitutional announcements and policy directives. 



Budget Management, Planning, and 

 Policy Systems 



Budget Management, Planning, and Policy Systems 

 (BUMPPS) fully automated the Unit Budget Allocation and 

 Budget Transfers process for Federal and General Trust resour- 

 ces. The Unit Budget Allocation module allows the museums, 

 research institutes, and offices to spread their initial budget al- 

 location to the detailed accounting classification key. This 

 module also provides the funds control and budget records for 

 upload to the Office of the Comptroller's accounting system. 

 The Budget Transfer module allows the user to adjust their 

 current budget allocation within the organization and be- 

 tween other organizations. 



The Call for Plans and Budgets requirements were 

 developed, screens were created for data entry, reports were 

 developed, and testing began. The BUMPPS team was able to 

 automate the Call for Plans and partially automate the Call 

 for Budgets. 



During the year the users were fully installed with the 

 BUMPPS software and trained to use the modules, and a 

 BUMPPS User Guide was written that included screen shots. 



Strategic and Performance Plans 



OPMB assisted the Secretary, Under Secretary, and Provost in 

 developing a five-year Institutional strategic plan that was 

 responsive to the Government Performance and Results Act 

 (GPRA) of 1993. The plan was developed based on the report 

 of the Commission on the Future of the Smithsonian, and in- 

 volved extensive reviews throughout 1997 with senior manage- 

 ment, the Board of Regents, and the Institution's House and 

 Senate oversight and appropriations subcommittees. The final 

 plan was approved by the Board of Regents and submitted to 

 the Office of Management and Budget in September 1997 

 and, later, to the Congress. 



OPMB worked with numerous units across the Institution 

 to develop the first Smithsonian annual performance plan, 

 also in response to the GPRA. The performance plan was 

 linked to the goals and objectives of the strategic plan and in- 

 cluded annual goals, milestones, and targets. The performance 

 plan also included measures for research, collections care and 

 access, exhibitions and public programs, administrative work 

 processes, fundraising, and facilities improvements. 



Office of Membership and Development 



Robert V. Hanle, Executive Director for Development 



In 1997 the Office of Membership and Development spear- 

 headed and oversaw a wide range of public-private partner- 

 ships to support the Smithsonian. 



The America's Smithsonian traveling exhibition visited five 

 more cities — St. Paul, MN, Houston, TX, Portland, OR, 

 Birmingham, AL, and San Jose, CA. To date, the exhibition 

 has reached nine cities and has been visited by more than 

 3 million Americans. 



The innovative relationship the Smithsonian established 

 with the 150th Anniversary Corporate Partner Program con- 

 tinued as our four partners, Discover® Card, Intel Corpora- 

 tion, MCI Communications Corporation, and Trans World 

 Airlines, Inc., reached audiences nationwide through their 

 support of America's Smithsonian. Out of the 150th celebrations, 

 the Smithsonian's relationship with Discover Card has grown 

 to include the Smithsonian Card, a Novus Services affinity 

 credit card that will generate additional revenue for the 

 Institution. 



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