U.S. Office of Personnel Management - Ensuring the Federal Government has an effective civilian workforce

Documents
Migration Planning Guidance

The Migration Planning Guidance (MPG) is a guide to assist customer agencies prepare for, and manage, a migration of their human resource management operations to a shared services environment. The document can be viewed in its entirety by clicking on the links in the Table of Contents below.

Table of Contents

1. 1.  Overview

   1. 1.1.  Strategic Vision, Scope, Goals, and Objectives

   2. 1.2.  Governance

   3. 1.3.  Frequently Asked Questions

2. 2.  Enterprise Architecture and Target Requirements

3. 3.  HR LOB Concept of Operations

   1. 3.1  Highlights of the HR LOB Concept of Operations

4. 4.  Migration Roles and Responsibilities

   1. 4.1.  Office Personnel Management (OPM)

   2. 4.2.  Human Resources Line of Business (HR LOB) Program Office

   3. 4.3.  Customer Agencies

   4. 4.4.  Shared Service Centers (SSCs)

   5. 4.5.  General Services Administration (GSA)

5. 5.  Migration Roadmap

   1. 5.1.  Assess Phase

   2. 5.2.  Define Phase

   3. 5.3.  Select Phase

   4. 5.4.  Migrate Phase

   5. 5.5.  Operate and Improve Phase

6. 6.  Service Delivery

   1. 6.1  Public Sector SSCs

      1. 6.1.1  Service Delivery Model: Department of Agriculture's National Finance Center (NFC)

      2. 6.1.2  Service Delivery Model: Department of Defense (DoD)

      3. 6.1.3  Service Delivery Model: Department of Health and Human Services (HHS)

      4. 6.1.4  Service Delivery Model: Department of Interior's National Business Center (NBC)

      5. 6.1.5  Service Delivery Model: Department of Treasury (Treasury)

   2. 6.2  Private Sector SSCs

      1. 6.2.1  Service Delivery Model: Accenture

      2. 6.2.2  Service Delivery Model: Allied

      3. 6.2.3  Service Delivery Model: Carahsoft

      4. 6.2.4  Service Delivery Model: IBM

   3. 6.3  Other Providers

   4. 6.4  Target Requirements Self-Evaluations

7. 7.  Selection Guidance

   1. 7.1  Migration Competition Framework

   2. 7.2  Acquisition Tools and Templates

      1. 7.2.1  Statement of Objectives

      2. 7.2.2  RFP Instruction Guidelines

      3. 7.2.3  Guidance for Agency-Level OCDs

      4. 7.2.4  Evaluation Templates

      5. 7.2.5  Customer Agency Due Diligence Checklist

8. 8.  Migration Roadmap Deliverables, Information, and Templates

   1. 8.1  Deliverables

   2. 8.2  Information

   3. 8.3  Templates

Index of Tables and Figures

• Figure 1: HR LOB Governance Structure

• Table 1. HR LOB Goals and Objectives

• Figure 2: HR LOB Concept of Operations

• Table 2: Public Sector SSC Offerings Summary

• Figure 3: USDA-NFC SSC Solution for HR LOB Functions Matrix

• Figure 4: DoD SSC Solution for HR LOB Functions Matrix

• Figure 5: HHS SSC Solution for HR LOB Functions Matrix

• Figure 6: DOI-NBC SSC Solution for HR LOB Functions Matrix

• Figure 7: Treasury SSC Solution for HR LOB Functions Matrix

• Table 3: Private Sector SSC Offerings Summary

• Figure 8: Accenture SSC Solution for HR LOB Functions Matrix

• Figure 9: Allied SSC Solution for HR LOB Functions Matrix

• Figure 10: Carahsoft SSC Solution for HR LOB Functions Matrix

• Figure 11: IBM SSC Solution for HR LOB Functions Matrix

• Figure 12: Practices, duties, inputs and outputs by Phase

• Table 4: Migration Deliverables

• Table 5: Migration Information

• Table 6: Migration Templates

All attachments to the Migration Planning Guidance Version 2 are available in MS Word, MS Excel, and MS PowerPoint. Please contact the HR LOB Office at HRLOB@opm.gov for assistance.

List of Attachments

• Attachment A: Exception Business Case Template[664 KB]

• Attachment B: Statement of Objectives [960 KB]

• Attachment C: RFP Instruction Guidelines [801 KB]

• Attachment D: RFP Price Proposal Table [700 KB]

• Attachment E: RFP Background, Experience, And Capabilities Checklist [681 KB]

• Attachment F: Guidance For Agency-Level OCDS [1.0 MB]

• Attachment G: Evaluation Templates

  • Corporate Capability and Past Performance Evaluation [1.1 MB]

  • Functional Capability and Approach Evaluation [1.1 MB]

  • Management Capability and Approach Evaluation [1.1 MB]

  • Technical Capability and Approach Evaluation [1.2 MB]

  • Corporate Capability and Past Performance Evaluation Criteria Risk Matrix [979 KB]

  • Functional Evaluation Criteria Risk Matrix [979 KB]

  • Management Evaluation Criteria Risk Matrix [972 KB]

  • Technical Evaluation Criteria Risk Matrix [994 KB]

• Attachment H: Customer Agency Due Diligence Checklist [1.0 MB]