Lobbying for Defense
Securing Federal Funding for Unfunded Military Programs

Need to Understand
1.  Requirements, Program Objective 
		   Memorandum, Defense Budget Cycle

2.  Essential Documentation

3.  Roles of Military, Industry and Congress


Requirements 

�	 What are they ?

�	 Who establishes "Requirements"?
Requirements

�	 How long do they take to develop?

�	 How are they "Approved/Validated"?
Requirements Process for Approval/Validation 
Requirements:  
Why Important to Understand

�	Appreciate Sense of Discipline of System
�	 Understand Scope of Staff Interactions

�	 Recognize What it Takes to Develop or Change
Requirements: Why Important to 
Understand

�	 Serious Undertaking
�	 Disruptive if procedures not followed 
�	 Key:  Don't Try to Add When not Required
�	 Sherpa - Starstreak
Program Objective Memorandum (POM)
�	 POM:  What is it?
�	 Classified Document
�	 Compilation of Requirements
�	 How is it Developed?  

POM: Why Important
�	 Identifies Funded Programs 
�	 Identifies Priorities  
�	 Development is a Vetting Process
�	 Identifies Unfunded Requirements "UFRs"
�	 UFR  List for Congress

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

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
Defense Budget Cycle
�	 Submission to OSD in September
�	 OSD Review in October/November
�	 Services' Budget to Congress in January
�	 "President's Budget" is "Service Budget"

Lobbyist - Hill Schedules: '09
�	October, '07
�	November, '07
�	December, '07
�	January, 08 
�	February
�	March
�	April 
�	May
�	June 
�	July
�	August
�	September





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

Congressional Committees
�	 House Armed Services
�	 Senate Armed Services
�	 (Policy) + Budget Authorization

�	 House Appropriations - Defense
�	 Senate Appropriations - Defense
�	 Checkbook
Mark-Up Sequence
�	 HASC - April
�	 SASC - May
�	 Authorization Joint Conference
�	 HAC - June 
�	 SAC - July
�	 Appropriation Joint Conference - Sept

OSD Unfunded Requirements List
�	 Any Band is Super!!

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)