TREASURY DIRECTIVE: 74-14

DATE: October 30, 2007

 

SUBJECT: Treasury Alternative Workplace Arrangements

1.  PURPOSE.  This directive establishes the Department of the Treasury’s policy for alternative workplace arrangements (AWA), including telework. This directive authorizes the use of AWAs by the Department of the Treasury bureaus and offices by permitting employees to work at pre-approved locations, other than the official duty station, to accommodate the needs of the agency. 

2.  POLICY.  It is the policy of the Department of the Treasury to provide employees the opportunity to participate in AWAs when practical and consistent with agency mission.  Consistent with the guidance set forth in this directive, each Treasury bureau shall, at a minimum, establish a telework program that supports its specific mission and designate a telework coordinator.

3.  BACKGROUND.  Alternative workplace arrangements are flexible arrangements that allow an employee to work away from the traditional office or official duty station.  The mission of the bureau and the roles and responsibilities of a particular office and its employees will determine how often and to what extent AWAs are used.

AWA programs can be used for the purpose of (1) improving the bureau’s ability to recruit and retain employees in a highly-competitive labor market; (2) achieving cost savings by reducing real property needed for office space; (3) increasing employee morale and productivity; (4) reducing traffic congestion, energy consumption, and air pollution; (5) addressing Continuity of Operations (COOP) requirements; and/or (6) ensuring employees will be able to work if an emergency, major disruption (e.g., flooding), and/or wide-spread health concern occurs (e.g., pandemic influenza, tuberculosis, or other communicable disease).

4.  DEFINITIONS.  The following terms are used in this document:

a.  Alternative Workplace Arrangement (AWA).  A flexibility allowing employees to work in a non-traditional workplace setting, usually in an environment away from the official duty station.  This includes telework, use of telework centers, virtual offices, hoteling, and other alternative workplace arrangements.  AWA addresses the location of the work site as opposed to the work schedule.

b.  Telework.  A form of AWA permitting employees to perform all or a portion of the officially assigned duties at an alternative worksite, including at home or other pre-approved locations.  For reporting purposes only, the Office of Personnel Management (OPM) requires that telework arrangements be categorized by frequency as one of the following:  1) telework must occur at least three days per week on a regular and recurring basis; 2) or one to two days per week; 3) or less often than once a week, but at least once a month. 

c.  Teleworker.  An employee who, with the approval of his or her supervisor, works at locations or work sites other than the official duty station.

d.  Telework Center.  A GSA facility that provides workstations and other office facilities/services that are used (typically on a fee for use/service basis) by employees from different agencies.  Telework centers are equipped with telecommunications and other office equipment to facilitate communication with the official duty station and other places of business to perform daily work assignments. 

e.  Virtual office or virtual workplace.  A work environment in which employees work cooperatively from different locations using a computer network as opposed to a single location site (facility) where workers are housed.  The virtual office is typically a collaborative communications medium, such as a computer network, where workers gather electronically to collaborate and/or carry out other work activities.  The actual physical locations of the employees working in a virtual office can be temporary or permanent and can be nearly anywhere, such as their homes, satellite offices, hotel rooms, corporate offices (shared work space), airports, airplanes, or automobiles.
 
f.  Hoteling.  A form of AWA in which employees work in one facility (e.g., facility A) part of the time and at one or more alternative worksites the rest of the time.  When working in facility A, these employees use non-dedicated, non-permanent workspaces assigned for use by reservation on an as-needed basis.

5.  RESPONSIBILITIES.

a.  The Assistant Secretary for Management and Chief Financial Officer is responsible for the policy and oversight of Departmental Alternative Workplace Arrangements.

b.  The Deputy Assistant Secretary for Human Resources and Chief Human Capital Officer (DASHR/CHCO) is responsible of the overall administration of the program.  The DASHR/CHCO, or designee, shall:

(1) designate a Departmental coordinator to serve as primary contact;

(2) provide information and other resources to assist in the organization and implementation of AWA programs throughout the Department; and

(3) identify training and resources, and coordinate Department initiatives and reports as required.

c.  The Office of the Chief Information Officer, or designee, shall provide advice about information systems and services to support AWA programs as needed.

d.  Heads of Bureaus and Offices, the Inspector General, and the Inspector General for Tax Administration, or their designees, as it relates to their respective bureaus and offices, shall:  

(1) establish AWA programs, as applicable, and appoint program coordinator(s), to serve as contact and liaison between the Department and the bureau/office, at all bureau/office locations where possible and appropriate to bureau/office mission;

(2) periodically report on the status of bureau telework (as defined in this directive) and other AWA programs and participation in those programs in order for the Department to respond to information requests from external entities such as the Office of Personnel Management, Government Accountability Office, or Congress; and

(3) complete all labor relations responsibilities.

The authority of the Inspectors General is set forth in Section 3 of the Inspector General Act and the Internal Revenue Service Restructuring and Reform Act, and defined in Treasury Order 114-01 (OIG) and Treasury Order 115-01 (TIGTA), or successor orders.  The provisions of this directive shall not be construed to interfere with that authority.

6.  ALTERNATE WORKPLACE ARRANGEMENTS.

a.  Participation in an AWA is a management option and not an employee entitlement.  An employee may be eligible to participate in the program if the responsible supervisor or designee decides that the employee’s job duties are appropriate for offsite work, and the employee meets all criteria for eligibility.

b.  An AWA does not alter the terms and conditions of employment, including an employee’s base salary, benefits, individual rights, or obligations.  Matters regarding pay, such as a change in official duty station, overtime, call back, leave, and travel entitlements, will be administered in accordance with current law, rule, and regulations.  The AWA shall not affect other conditions of employment (e.g., hours of work), unless otherwise specified in a written agreement.

c.  The use of alternative work locations should not be a barrier to an employee’s ability to perform obligations such as official travel, attending face-to-face meetings and communicating with colleagues and customers.  Supervisors reserve the right to require employees to report to the official duty station on scheduled AWA days, based on operational requirements.

d.  Although a variety of circumstances may affect individual situations, the principles governing administrative leave, dismissals, and closings remain the same.  During an emergency (e.g., inclement weather, pandemic situation), AWA employees may be required to continue working at their alternative work sites on their AWA days when the official work station is closed.

e.  Upon appropriate notice the bureau manager or designee, has the right to inspect the home or alternative work site and equipment to be used by an employee to ensure that the proposed work space is safe, all security requirements are met, and all equipment is adequately installed and performing properly.  Bureaus may require an employee to sign a safety checklist prior to entering into an AWA arrangement.

f.   The AWA under which an employee will perform work must be clearly set forth in a written agreement and signed by the respective supervisor and employee.  The agreement must specify:

(1)  the alternative work site (i.e., work-at-home, telework center, or other approved location), including portion of the residence that will be used as the official work station (applicable to work-at-home arrangements);

(2)  specific hours and days per week to be worked at the alternative work place;

(3)  pertinent office equipment to be provided and by whom;

(4)  method of communication to be used between the official duty station and alternative work place;

(5)  officially assigned duties to be performed and methods of evaluation to be employed;

(6)  compliance with all current security and loss/compromise reporting requirements.

g.  The AWA agreement between employee and supervisor may be terminated at the discretion of the supervisor or employee with proper coordination.

h.  The AWA shall be for the performance of officially assigned duties and shall not be treated as an opportunity to conduct personal business or accommodate child or elder care needs.

i.  Each bureau/office may issue additional criteria in accordance with this Directive.

7.  AUTHORITIES.

a.  Federal Employees Clean Air Incentives Act, Pub. L. 103-172 (December 12, 1993).

b.  Memorandum on Expanding Family-Friendly Work Arrangements in the Executive Branch, 30 Weekly Comp. Pres. Doc. 1468 (July 11, 1994).

c.  National Telecommuting Initiative Action Plan, President’s Management Council (January 1996).

d.  Memorandum Implementing Federal Family Friendly Work Arrangements, 32 Weekly Comp. 1119 (June 21, 1996).

e.  Public Law 105-277. Omnibus Appropriation Act, Title IV § 630 (October 21, 1998).

f.   Public Law 106-346, § 359. Department of Transportation and Related Agencies – Appropriations Act (October 23, 2000).

g.  OPM’s Guidance to Heads of Executive Departments and Agencies (February 9, 2001).

h.  General Services Administration’s Federal Management Regulation (FMR); Guidelines for Alternative Workplace Arrangements, FMR Bulletin 2006-B3 (March 17, 2006).

i.   A Guide to Telework in the Federal Government (August 3, 2006).

j.   General Services Administration’s Federal Management Regulation (FMR); Information Technology and Telecommunications Guidelines for Federal Telework and other Alternative Workplace Arrangement Programs, FMR Bulletin 2007-B1 (March 2, 2007).

8.   CANCELLATION.  Treasury Directives 74-14, “Treasury Telework and Flexiplace Program,” dated October 18, 2000, is superseded.

9.  OFFICE OF PRIMARY INTEREST.  Office of the Assistant Secretary for Management and Chief Financial Officer, Office of the Deputy Assistant Secretary for Human Resources and Chief Human Capital Officer.
 

/S/

 

Peter B. McCarthy

Assistant Secretary for Management

and Chief Financial Officer