MSG Direction Needed for 2016 Timeline January 20

MSG Direction Needed for 2016 Timeline January 20 th 2016

Recommendations and Decisions Needed Contextual Narrative Reporting and Reconciliation Critical Path Recommendations and MSG Decisions MSG Decision? Date Needed By Plan for Handling Recommendations and Decisions Scope/Reporting Template: revenue streams, company materiality, commodities Y 3/8 Implementation Subcommittee makes a recommendation in January/February, MSG makes a decision in March Margin of Variance Y 3/8 Implementation Subcommittee makes a recommendation in January/February, MSG makes a decision in March Impact of draft SEC rule on tax reporting Y 3/8 Implementation Subcommittee makes a recommendation in January/February, MSG makes a decision in March IA recommendations from 2015 report (changes to reconciliation process) Y 3/8 Implementation Subcommittee makes a recommendation in January/February, MSG makes a decision in March Communications and outreach approach for companies N March Online Report Quarterly Update 1 N Late January Implementation Subcommittee makes a recommendation in late January (IA will provide a starting point recommendation) Online Report Quarterly Update 2 N Late February Implementation Subcommittee makes a recommendation in late February (IA will provide a starting point recommendation) Online Report Quarterly Update 3 N Late April Opt-in Approach Y 3/8 State and Tribal Opt-in Subcommittee makes a recommendation about the opt-in approach, MSG makes a decision in March (based on opt-in approach submitted to the International Secretariat, IA will provide starting point recommendations) Opt-in States and Tribes N 4/30 State and Tribal Opt-in Subcommittee identifies states and tribes that will opt-in to the 2016 USEITI Approach to County Updates N Late March Executive Summary Approach Y June Communications and Outreach Subcommittee makes a recommendation by March Implementation Subcommittee makes a recommendation in late April (IA will provide a starting point recommendation) Implementation Subcommittee confirms approach to County Updates by late March (IA will provide starting point recommendations) Implementation Subcommittee makes a recommendation for approach in May (IA will provide starting point recommendations), MSG makes a decision on the approach in June -2 -

2016 Timeline as of 1/20/16 Dec Reporting and Reconciliation Jan Feb IS rec: reporting and reconciliation Mar April May June July Aug Sep Oct Nov Dec MSG dec: reporting and reconciliation Reporting Template Company Outreach and Communication Reporting Reconciliation STOI rec: opt-in approach Contextual Narrative Online Updates and Visualizations 1 st Update STOI rec: Identify optin states and tribes MSG dec: opt-in approach IS rec: Executive Summary 2 nd Update Draft Reconciliation Report Final Reconciliation Report MSG dec: Executive Summary 3 rd Update State Additions County Updates Executive Summary/Online Report Project Management Draft IA Deliverable QCP, PMP, Monthly Status Report, Draft Project Plan Final IA Deliverable Final Program Debrief Final Project Plan MSG decisions and Subcommittee recommendations leading to MSG decisions MSG Meeting -3 - On-going process IS rec: Implementation Subcommittee recommendation STOI rec: State and Tribal Opt-In Subcommittee recommendation MSG dec: MSG decision