FY14 MID-YEAR REVIEW (MYR) GUIDANCE

Date Signed: 3/05/2014
MARADMINS Active Number: 087/14

R 051422Z MAR 14
UNCLASSIFIED/
MARADMIN 087/14
MSGID/GENADMIN/CMC WASHINGTON DC PR//
SUBJ/FY14 MID-YEAR REVIEW (MYR) GUIDANCE//
POC/MR PAT A ROSE, JR/HEAD, EXECUTION BRANCH (RFE)/PR/HQMC/TEL:703-695-7901//
GENTEXT/RMKS/1.  THE PURPOSE OF THIS MESSAGE IS TO PUBLISH FY14 MID-YEAR REVIEW (MYR) GUIDANCE IN ORDER TO PREPARE FOR A THOROUGH REVIEW OF MARINE CORPS EXPENDITURES, UNOBLIGATED BALANCES, AND CURRENT YEAR DEFICIENCIES (CYD) TO REALIGN FUNDING AS REQUIRED IN ORDER TO MEET SHORTFALLS AND EMERGENT REQUIREMENTS. IN ADDITION, THE RESULTS OF THE MYR WILL SERVE AS A BASIS TO ARTICULATE MARINE CORPS FY14 AND FY15 TOPLINE REQUIREMENTS AND EXECUTABILITY.
2.  THIS MARADMIN PRESCRIBES THE PROCESS THAT WILL BE USED TO CONDUCT THIS MYR AND PROVIDES ESSENTIAL DEADLINES REQUIRED TO SUPPORT A MARINE REQUIREMENTS OVERSIGHT COUNCIL (MROC) DECISION IN APRIL 2014 FOR OMMC, PMC, MPMC AND ALL OTHER 'GREEN' DOLLAR APPROPRIATIONS AND FOR INFORMATIONAL PURPOSES FOR OMN, APN AND RDTEN 'BLUE' DOLLAR APPROPRIATIONS TO INFORM ANY POTENTIAL REPROGRAMMING ACTIONS. THE MYR/CYD PROCESS CULMINATES IN A VETTED AND APPROVED POSITION THAT DEFINES MARINE CORPS FUNDING PRIORITIES.
3.  FY14 MID-YEAR REVIEW GUIDANCE
3.A.  THE OBJECTIVE OF THE MID-YEAR REVIEW IS TO REVIEW EXECUTION RATES, CAPTURE FUNDING SHORTFALLS, DEVELOP PROPOSALS FOR REALIGNMENTS OF FUNDING, IDENTIFY REMAINING OR POTENTIAL FUNDING ISSUES, AND PROVIDE RECOMMENDED COURSES OF ACTION FOR MROC CONSIDERATION AND POTENTIAL OMNIBUS REPROGRAMMING ACTIONS.
3.B.  DC, PR WILL CONDUCT A MYR WITH EACH MAJOR REPORTING COMMAND AND HQMC ACTIVITY TO EVALUATE CURRENT YEAR OBLIGATION PERFORMANCE IN ALL APPROPRIATIONS, PLUS EXPENDITURES FOR RDTEN. THIS REVIEW WILL IDENTIFY FUNDING DEFICIENCIES AND DEVELOP PROPOSED OFFSETS TO ADDRESS EMERGENT SHORTFALLS IN ALL GREEN DOLLAR APPROPRIATIONS. DC, PR WILL GIVE PARTICULAR ATTENTION TO LOW OBLIGATION RATES WHICH MAY BE CONSIDERED FOR REALIGNMENT TO FUND SHORTFALLS WITHIN OTHER COMMANDS OR BE REALIGNED TO FUND HIGHER PRIORITY REQUIREMENTS. IT IS CRITICALLY IMPORTANT THAT COMMANDS AND ACTIVITIES UNDERSTAND THAT LOW OBLIGATION RATES, WHETHER MEASURED AGAINST STRAIGHTLINE OSD BENCHMARKS OR AGAINST COMMANDER'S SPEND PLANS, MUST BE DEFENDED WITH OBLIGATION PLANS THAT SHOW THE NEED FOR THOSE UNOBLIGATED FUNDS DURING THE REMAINDER OF THE FISCAL YEAR. COMMANDS AND ACTIVITIES SHALL IDENTIFY POTENTIAL FUNDING DEFICIENCIES AND RISKS ASSOCIATED WITH SHORTFALLS. IMPACTS TO OPERATIONAL COMMITMENTS, TRAINING, ETC. MUST BE IDENTIFIED AND DOCUMENTED IN ORDER TO ENABLE A SERVICE- WIDE PRIORITIZATION AS SOON AS POSSIBLE. MOST IMPORTANTLY, COMMANDERS SHALL PROVIDE DETAILED JUSTIFICATION THAT DESCRIBES WHY AND HOW THEY THINK THEY WILL MEET BENCHMARKS FOR THEIR PHASING PLANS.
3.C.  OCO OBLIGATION RATES ARE UNDER CLOSE OBSERVATION . IT IS IMPERATIVE THAT, IN ADDITION TO ARTICULATING OCO CYDS, ALL COMMANDS ENSURE OCO OBLIGATIONS ARE BEING RECORDED PROPERLY AND THAT APPROPRIATE OCO SPECIAL INTEREST CODES ARE PROPERLY AFFIXED TO ALL OCO OBLIGATIONS. ANY EXECUTION OF OCO IN SUPPORT OF BASELINE DOES NOT REQUIRE A SPECIAL INTEREST CODE.
4.  APPROPRIATION SPECIFIC GUIDANCE:
4.A.  MPMC/RPMC APPROPRIATIONS. MANNING BRANCH (RFM), PR DEPARTMENT WILL CONDUCT A REVIEW OF MPMC AND RPMC EXECUTION (USING END FEBRUARY DATA) DURING THE WEEK OF 24 MARCH 2014. AN INITIAL MID-YEAR REVIEW RECOMMENDATION WILL BE PREPARED FOR THE APRIL MROC REVIEW BOARD (MRB) AND MROC. REFINEMENT OF FINAL RECOMMENDATIONS WILL OCCUR USING END OF MARCH DATA DURING THE WEEK OF 21 APRIL 2014 PRIOR TO FINAL OMNIBUS RECOMMENDATIONS. RFM WILL USE BASELINE/OCO OBLIGATION PHASING PLANS, MANPOWER PLANS, SUBSISTENCE FUNDING DATA (IL), MOBILIZATION PLANS AND DISCRETIONARY PROGRAMS IN THE CONDUCT OF THIS REVIEW. IN PARTICULAR M/RA MUST BE PREPARED TO DISCUSS UPDATED FORECASTS OF FIRST AND SECOND TERM REENLISTMENT PLANS, SEPARATIONS PLANS AND YEAR END ASCESSIONS.
4.B.1.  PMC/RDTEN/PANMC/FHOPS/MCN/MCNR/FHCON APPROPRIATIONS. INVESTMENT BRANCH (RFI) P/R DEPARTMENT WILL CONDUCT A MID-YEAR REVIEW WITH MARINE CORPS SYSTEMS COMMAND (MCSC) 24-26 MARCH 2014. DURING THIS REVIEW, P/R DEPARTMENT WILL COMPARE OBLIGATION PERFORMANCE TO THE PUBLISHED OSD OBLIGATION RATES AND OBLIGATION PHASING PLANS FOR ALL YEARS OF THE INVESTMENT APPROPRIATIONS. LIKEWISE, EXPENDITURES WILL ALSO BE REVIEWED FOR RDTEN. INVESTMENT APPROPRIATIONS WILL MEET HISTORICAL OSD EXPENDITURE OR OBLIGATION BENCHMARKS OR BE PREPARED TO PROVIDE EXPLANATORY INFORMATION DURING MID-YEAR REVIEW IN ORDER TO PRESERVE FUNDING. DC IL SHALL PROVIDE A MILITARY CONSTRUCTION AND FAMILY HOUSING UPDATE FOR APPROPRIATED MARINE CORPS PROJECTS AND FAMILY HOUSING APPROPRIATIONS NO LATER THAN 27 MARCH 2014.
4.B.2.  APN AND RDTEN APPROPRIATIONS. HQMC, AVIATION (APP) IN CONJUNCTION WITH THE OPNAV RESOURCE SPONSOR WILL REVIEW BLUE DOLLAR INVESTMENT APPROPRIATIONS FOR POTENTIAL CURRENT YEAR EXECUTION ISSUES IMPACTING TIMELY OBLIGATION OF THESE FUNDS. THE GOAL IS TO ENSURE A SOLID SPEND PLAN IN PLACE IN ORDER TO PROPERLY EXECUTE FUNDS AND ACCOMPLISH THE MARINE CORPS' INVESTMENT STRATEGY. IN SPECIAL CASES WHERE EXECUTION FALLS SHORT, ALTERNATIVE INVESTMENT PLANS SHOULD BE IDENTIFIED INCLUDING POTENTIAL REPROGRAMMING ACTIONS. THERE IS LIMITED FLEXIBILITY TO CORRECT CURRENT YEAR SHORTFALLS. IT IS INCUMBENT UPON PROGRAM MANAGERS TO ENSURE THEY CAN EXECUTE THEIR PROGRAMS WITHIN CURRENT FUNDING LEVELS. HQMC AVIATION (APP) WILL COORDINATE REVIEW TIMES WITH NAVAIR AND THE APPROPRIATE COMMANDS BY SEPARATE CORRESPONDENCE.
4.C.1.  OMMC/OMMCR APPROPRIATIONS. EXECUTION BRANCH (RFE), PR DEPARTMENT WILL CONDUCT A MID-YEAR REVIEW WITH ALL MAJOR REPORTING COMMANDS AND SELECTED HQMC ACTIVITIES TO REVIEW OBLIGATION PERFORMANCE AGAINST OSD BENCHMARKS; BASELINE AND OCO PHASING PLANS; AND PERFORMANCE CHARTS. CIVILIAN LABOR EXECUTION WILL BE REVIEWED BASED ON COMMANDS' MANAGE TO PAYROLL CONTROL AS COMPARED AGAINST THE CIVILIAN LABOR EXECUTION. CENTRALLY MANAGED PROGRAM (CMP) FUNDING BALANCES WILL BE REVIEWED BASED ON MISSION IMPACT AND EFFECTIVENESS.
4.C.2.  OMN APPROPRIATION. HQMC, AVIATION (APP) WILL CONDUCT A MID-YEAR REVIEW OF SORTIE BASED TRAINING PLAN (SBTP), OCO, AND PILOT TRAINING REQUIREMENTS (PTR) FLIGHT HOUR REQUIREMENTS WITH MARFORCOM AND MARFORPAC IN ACCORDANCE WITH MARINE CORPS FLYING HOUR PROGRAM MANAGEMENT ORDER (MCO 3125.1B). THE OBJECTIVE OF THE REVIEW IS TO ENSURE THAT MARINE CORPS AVIATION IS ON TRACK TO EXECUTE THE FY14 APPROVED SBTP AND OCO PLANS AND MAINTAIN READINESS. IN THE EVENT THAT MID-YEAR ADJUSTMENTS ARE REQUIRED, MARFORCOM AND MARFORPAC WILL COORDINATE WITH HQMC APP PRIOR TO SUBMISSION TO USFF/PACFLT AS PART OF THE BUDGET SUBMITTING OFFICES (BSO) MIDYEAR REVIEW PROCESS. HQMC APP WILL ADVOCATE, AS NECESSARY, REQUESTED MARFOR MIDYEAR ADJUSTMENTS WITH THE OPNAV RESOURCE SPONSOR AND THE DEPARTMENT OF NAVY/FMB1. REVIEW TIMES WILL BE SET IN COORDINATION WITH HQMC, APP AND THE APPROPRIATE COMMANDS BY SEPARATE CORRESPONDENCE.
4.C.3.  CURRENT YEAR DEFICIENCY (CYD). THE EVALUATION OF FY14 CYDS WILL BE BASED ON THE FINAL FISCAL CONTROLS RELEASED BY RFE FEBRUARY 2014. PRIOR TO ENTERING ANY NEW ISSUES IN THE CYD DATABASE, COMMANDERS WILL REVIEW THE GUIDANCE POSTED ON THE CYD WEBPAGE IN THE PR DEPARTMENT PORTAL HTTPS:(FORWARD SLASH, FORWARD SLASH)ODSF.MCW.USMC.MIL/PORTAL/ SERVLET/GLOBALLOGIN. IN ADDITION, COMMANDS WILL PRIORITIZE ALL SHORTFALLS AND CONSIDER OFFSETS WITHIN THEIR FISCAL CONTROLS. EACH MAJOR REPORTING COMMAND WILL BE LIMITED TO ONLY THEIR TOP FIVE CYDS. COMMANDS ARE DIRECTED TO INPUT COMMAND VALIDATED FY14 ISSUES IN THE CYD BY PRIORITY, CATEGORY AND PROGRAM. (E.G. 2 OF 5/ PRES BUD BUYBACK OR EMERGING-ENDURING NEW REQUIREMENT OR ONE TIME OPPORTUNITY- ENHANCEMENT/FACILITIES MAINTENANCE) 4.C.4. COMMAND REVIEW SCHEDULE (INFORMATION FOR VTC/TELECON CONNECTIONS WILL BE PUBLISHED VIA SEPCOR). COMMANDS IN THE NATIONAL CAPITAL REGION WILL HOST RFE STAFF. ALL REVIEWS SCHEDULED ARE FOR OMMC/R UNLESS OTHERWISE STATED.
MAR 10 MCRC/MCCDC
MAR 11 MARCENT
MAR 11 LOGCOM
MAR 12 MARFORCOM/MARFORAF/EUR
MAR (PM) 12 MARFORPAC
MAR 13 MARFORRES/MARFORNORTH
MAR 13 TECOM
MAR 14 INTEL/PR/TSO/MCRATS
MAR 17 HQMC-AR/C4/HQ LABOR
MAR 17 PPO/HENDERSON HALL
MAR 17 MARSOC
MAR 18 MARFORSOUTH
MAR 18 MARFORCYBER
MAR 19 HQMC-IL/MCICOM
MAR 24-26 MARCORSYSCOM (ALL APPNS)
MAR 27 MCN/MCNR/FHOPS/FHCON UPDATE TO P/R FROM I/L TBD MRA/IL/MFR (OMMC/MPMC/RPMC) 5. DATA OBTAINED DURING THE MID-YEAR REVIEW WILL PROVIDE A SYNOPSIS OF THE MARINE CORPS' CURRENT EXECUTION RATE VERSUS OSD BENCHMARKS AND ITS OBLIGATION PLAN, AND WILL IDENTIFY TOP FIVE` CURRENT YEAR DEFICIENCIES AND ASSOCIATED OPERATIONAL IMPACTS.
THIS DATA WILL ENABLE THE DEVELOPMENT OF A SERVICE-WIDE, PRIORITIZED LIST OF FUNDING SHORTFALLS AS WELL AS A LIST OF POTENTIAL ASSETS THAT COULD BE REALIGNED OR REPROGRAMMED TO MEET THESE NEEDS. THESE LISTS WILL BE DEVELOPED INTO EXECUTABLE COURSES OF ACTION TO BE PRESENTED TO THE MROC IN MID APRIL 2014.
THE MROC APPROVED PLAN WILL REPRESENT THE OFFICIAL MARINE CORPS FINANCIAL POSITION DURING SUBSEQUENT DON AND OSD MID YEAR REVIEWS. BLUE DOLLAR APPROPRIATIONS WILL BE USED TO INFORM THE MROC OF AVIATION EXECUTION STATUS TO COMPLETE THE ENTIRE PICTURE OF MARINE CORPS FISCAL HEALTH. RESOURCING DECISIONS WILL BE MADE BY DC/AVIATION AND THE OPNAV RESOURCE SPONSOR.
6.  POCS:
6.A.  OMMC: MAJ LISA WEBB, LISA.WEBB (AT)USMC.MIL 703-692-5704; MS FELISHA FARRIS-WALLACE 703-695-5175, FELISHA.FARRIS (AT)USMC.MIL; CAPT SHEDRICK YEARBY, 703-692-5093, SHEDRICK.YEARBY (AT)USMC.MIL
6.B.  OMMCR: MS JODI BARNES, 703-614-9262, JODI.BARNES (AT)USMC.MIL
6.C.  RFI: MR EDDIE PAGAN, 703-692-5508, EDGAR.PAGAN (AT)USMC.MIL MS MAREA HECK, 703-692-5697, MAREA.HECK (AT)USMC.MIL MR REGIS CARPENTER, REGIS.CARPENTER (AT)USMC.MIL, 703-614-8958
6.D.  RFM: MS JOANNE DAVIS, 703-692-3279, JOANNE.DAVIS1 (AT)USMC.MIL
6.E.  RFO: MS RENEE RUPP, 703-614-7946, RENEE.RUPP (AT)USMC.MIL MAJ PAUL ABOUD, 704-692-4776, PAUL.ABOUD (AT)USMC.MIL,
6.F.  APP: LTCOL D. MARK ANGERSBACH, 703-693-8303, MARK.ANGERBACH (AT)USMC.MIL, MAJ MICHAEL ERICKSON, 703-693-8461, MICHAEL.R.ERICKSON (AT) USMC.MIL
7. RELEASE AUTHORIZED BY LTGEN G. M. WALTERS, DEPUTY COMMANDANT FOR PROGRAMS AND RESOURCES.//