Services for Agencies HR Line of Business

The Migration Planning Guidance (MPG) is a guide to assist customer agencies to prepare for and manage a migration of their human resources operations to a shared services center (SSC). The MPG contains information regarding the migration process, roles and responsibilities, SSC service delivery models, and other guidance.

1. Overview
   1. 1.1  Strategic Vision, Scope, Goals, and Objectives
   2. 1.2  Governance
   3. 1.3  Frequently Asked Questions
2. Enterprise Architecture and Target Requirements
3. HR LOB Concept of Operations
   1. 3.1 Highlights of the HR LOB Concept of Operations
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. 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. 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)
      6. 6.1.6 Service Delivery Model: General Services Administration (GSA)
   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. 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. Migration Roadmap Deliverables, Information, and Templates
   1. 8.1 Deliverables
   2. 8.2 Information
   3. 8.3 Templates

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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
• Figure 13: GSA SSC Solution for HR LOB Functions Matrix
• 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.

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List of Attachments

• Attachment A: Exception Business Case Template
• Attachment B: Statement of Objectives"
• Attachment C: RFP Instruction Guidelines
• Attachment D: RFP Price Proposal Table
• Attachment E: RFP Background, Experience, And Capabilities Checklist
• Attachment F: Guidance For Agency-Level OCDS
• Attachment G: Evaluation Templates
  • Corporate Capability and Past Performance Evaluation
  • Functional Capability and Approach Evaluation
  • Management Capability and Approach Evaluation
  • Technical Capability and Approach Evaluation
  • Corporate Capability and Past Performance Evaluation Criteria Risk Matrix
  • Functional Evaluation Criteria Risk Matrix
  • Management Evaluation Criteria Risk Matrix
  • Technical Evaluation Criteria Risk Matrix
• Attachment H: Customer Agency Due Diligence Checklist

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