Every PWS responsibility · named lead · proven approach

FCRA-1

Annual subsidy re-estimate cycle (CSC + BICS + Essbase)

Scope: Pull cohort actuals; refresh default/prepay/recovery curves; submit to OMB CSC; reconcile to BICS pivots; assemble re-estimate memorandum.

Brad leads cohort cash-flow refresh and CSC submission with HSG's AI-augmented memo-draft workflow.

FCRA-2

Modification subsidy cost analysis (legislative, regulatory, contractual changes)

Scope: Calculate modification subsidy cost under OMB A-129 and A-11 §185 for program rule changes; coordinate financing-account rebalancing.

Jelani brings 16 years of HUD OAS modification subsidy cost experience — every OAS sale is an FCRA modification event under SFFAS 2.

FCRA-3

Statistical model validation under OMB A-11 §185

Scope: Validate models for predictive accuracy of defaults; document risk categories within cohorts; sensitivity analysis; back-testing.

Brad leads SR 11-7/OCC 2011-12-aligned validation framework with documented model cards and climate/macro scenario layers.

FCRA-4

Anomaly detection ($40M / 5% threshold) + trend analysis (5pp variance)

Scope: Surveil for abnormal activity; produce justification narrative for unusual fluctuations.

Daily anomaly detection engine with statistical + LLM hybrid. 5pp variance memo auto-draft anchored to OMB-accepted prior-year narrative pattern library.

BF-1

Program account justifications (RHS, RBCS, RUS)

Scope: Draft Congressional Justification narratives, OMB MAX submissions, supporting trend/volume/subsidy-rate exhibits.

Kevin's UES submission experience (USGC, Cotton Council International) plus HSG's AI-augmented justification auto-draft tool.

BF-2

OMB MAX schedule submission and Credit Supplement Report Exercise (CSR)

Scope: Construct MAX Schedule X loads; cross-validate against CSR control totals; submit on calendar.

MAX schedule construction tool with CSR cross-validation; auto-generated supporting narrative.

BF-3

Departmental coordination (OBPA, OCR, OGC) + USDA-political alignment

Scope: Liaise with OBPA Director Rapp, Deputy Director Barrack, and broader Department.

Maurice's career FAS Senior Foreign Service tenure provides direct cultural and operational fluency with the OBPA / OCR / OGC chain.

BE-1

ULO Certification (semi-annual + quarterly)

Scope: Outreach to State and National Office certifying officials; deobligation candidate triage; audit-ready evidence.

AI-augmented ULO triage workflow with Claude-API outreach drafting + AI/Expert Reconciliation Log. Directly addresses FY23 OIG $315M finding and FY25 repeat continuous-monitoring deficiency.

BE-2

Apportionment chain (SF-132 → Allotment → Sub-allotment → Obligation → SF-133)

Scope: Track in-flight apportionment updates, NETs (SF-1151), RC502 funds-control reporting.

Apportionment chain tracker with cycle-time telemetry; CR/supplemental playbook.

BE-3

Burn Rate, Operating Plan, FTE/Payroll forecasting (32% workforce contraction)

Scope: Scenario-planning model for the Acting Under Secretary, COO, HR.

Parametric Burn Rate / FTE / payroll scenario model with workload-rebalancing analysis tied to AI/automation footprint.

ACC-1

Cross-system reconciliation (loan systems → FMMI → Treasury)

Scope: Daily reconciliation across PLAS, DLS, CLSS, GLS, LoanServ, AMAS, ECMS, FMMI, NFC, CARS, GTAS, ASAP.

Automated reconciliation engine with USSGL-tagged exception register + auto-generated journal entry package.

ACC-2

DATA Act / FFATA submission validation

Scope: DAIMS edits; FABS warning checks; USDA OCFO business rules; published-record reconciliation.

Pre-submission validation engine with LLM-driven exception narrative auto-draft.

ACC-3

Year-end accruals and A-123 internal control

Scope: Map material accruals to supporting calculations; A-123 traceability; AFR sign-off.

Audit-ready evidence repository; accrual outlier surveillance dashboard; USSGL/TFM/FASAB traceability.

TA-1

Process Improvement (Task Area 3) — including 32% FTE-cut redesign

Scope: Lean Six Sigma + USDS-style discovery sprints; current-state to to-be process redesign.

Kevin's CISP/ROM federal-program-redesign methodology applied to OBP/NFAOC workstreams.

TA-2

Process Automation (Task Area 2) — RD-maintainable automation

Scope: Power Automate, UiPath, Python, Excel/VBA, Anthropic Claude API, Azure OpenAI in federal-cloud-eligible regions.

AI workflow automation with AI/Expert Reconciliation Log. RD-maintainable tier handed off post-engagement.

TA-3

Data Analysis (Task Area 4) — SAS, R, Python, statistical modeling

Scope: Trend analysis, regression, statistical model development and validation; A-11 §185 alignment.

Brad's federal-grade econometric bench applied to RD's 750+ cohort models.