1. Customer Board Meeting June 12, 2014 United States Department of Agriculture Office of the Chief Financial Officer National Finance Center

2. Old Business Updates USDA, National Finance Center Customer Board Meeting June 12, 2014

3. High-level TimelineRecent Accomplishments Current StateIssues/Risk 3 Contact Center/Help Desk Consolidation March/May 2014 - Conducted 8 Saturday Academy sessions (training) to increase Tier 1 agent knowledge June 2014 - Scheduled Customer Service Training for all NCC employees (Conducted by outside Vendor) September 2014 - On schedule to complete update/overhaul of Remedy Knowledge Management (RKM) articles Continuing NCC Process Improvement - Help Desk within a Help Desk Project is on schedule to complete by Fall 2014 - Working to ensure minimal impact (movement of employees) while increasing customer satisfaction None

4. High-level TimelineRecent Accomplishments Current StateIssues/Risk 4 May 2014 - Application code unit testing of Phase I applications May 2014 - Building application infrastructure for DB2 programs in ChangeMan June 2014 - Mainframe Express classes set up for developers Risk Mitigation for Legacy Payroll/Personnel Systems April 2014 - Converted all codes for Phase I applications May 2014 - Converted online.net applications and published on intranet for testing Additional online storage required for new DB2 databases currently being procured by Information Technology Services Division (ITSD) NFC and vendor testing PAYE application Working with contracting support office on Phase II Delay in Phase II award will cause start date to slide Delay in Direct Access Storage Device (DASD) acquisition will cause delay in database set up Production priorities may impact the testing of converted applications

5. High-level TimelineRecent Accomplishments Current StateIssues/Risk 5 March 2014/September 2014 - Stabilization Timeline: - June 13, 2014 - TMGT and Workforce Profile Daily Data - July 25, 2014 - ABCO, MD-715, and Map Viewer - August 22, 2014 - PERHIS Repartitioning and FACT Tables - September 26, 2014 - Workforce Profile Model Insight Enterprise Reporting Solution March 2014 - Completed Stabilization Plan May 13-16, 2014 - Completed Insight training in Washington, DC, using expanded version of course May 23, 2014 - Completed Bus Code and Age Calculation Remedy Incidents May 30, 2014 - Completed OBIEE Upgrade As of May 2014 - 541 users were trained on Insight. Users included: USDA (202), DOJ (117) DOC (22), Treasury (20), DHS (83), and 97 others O&M Stabilization - Assessing proficiencies of data loads and daily processes - Monitoring and tuning system performance - Conducting data validation audits - Working on system change requests and enhancements to reports and dashboards - Internal training None

6. High-level TimelineRecent Accomplishments Current StateIssues/Risk 6 webTA 4.2 -December 2013/May 2014 - Install, configure, and test software Paycheck8 - December 2013/May 2014 - Install, configure, and test software - PP 11, 2014 - Implementation of pilot NFC organizations T&A Solutions webTA 4.2 - May 2014 - Completed installation and testing of second version of software Paycheck8 - May 2014 - Completed installation and testing of software webTA 4.2 - Technical Design being presented for approval to begin development - Planning strategy for rollout of software to NFC’s customers Paycheck8 -Planning fit gap and rollout strategy for NFC’s customers None

7. High-level TimelineRecent Accomplishments Current StateIssues/Risk 7 PP 17, 2014 - Modify delinquency routine to decrease total due process from 150 days to 60 days - Submit delinquent debts of on-the-roll employees to Treasury Offset Program (TOP) and FedDebt (cross servicing) - Consolidate salary overpayment and debt notices - Create new missed payment and FEHB notices - Track delinquent debt in ABCO - Increase write-off amount for separated employees from $10 to $25 which is the highest amount allowable under TOP - Collect delinquent debts from cash awards Debt Management Implementation Plan PP 06, 2014 - Implemented collection of multiple debts for Treasury (IRS) June 10, 2014 - Conducted work group meeting Ongoing Initiatives - Bill and collect salary overpayments while employees are in non-pay status - New debt notice for FEHB bills - Various debt improvements including delinquency computations, new salary overpayment bills, new payment agreements, and new reports to conform to the modified ABCO data base - Create new inquiry screens to allow customers to view claims information - Draft 1133 released to developers to add Employee Debt Summary Information to EPP - Continuing work group meetings Some of the initiatives will require review from legal counsel

8. High-level TimelineRecent Accomplishments Current StateIssues/Risk 8 June 2014 - Complete Systems Requirements for all Phases August 2014 - Complete Development and begin End-to-End Testing October 2014 - Treasury Mandated Compliance Central Accounting Reporting System (CARS) March 23, 2014 - Expanded internal accounting files for future inclusion of new fields required for CARS reporting April 16, 2014 - Conducted CARS Accounting Workgroup meeting May 7-8, 2014 - Hosted on-site visit with Treasury (Bureau of Fiscal Services) to obtain additional guidance and clarifications on CARS requirements and to discuss resolutions for specific issues that have been identified during our CARS requirements analysis and testing efforts June 6, 2014 - Expanded agency Central Accounting Interface System (CAIS) files to include new fields required for CARS reporting. These changes were only made for those agencies who requested the new fields. Identifying discrepancies between Treasury’s list of valid Treasury Account Symbol (TAS) codes and NFC’s TAS codes in the Management Account Structure Code (MASC) system Conducting outreach with NFC customers to review and clean up invalid TAS codes in the MASC system Analyzing requirements for inclusion of the TAS and Business Event Type Code (BETC) in accounting files and reports Testing Secure Payment System (SPS) 440 bulk file formats In order for NFC to comply with the CARS model, NFC will need to make business processes and system modifications to report and re-classify payroll deductions that currently use Collection TAS codes

9. High-level TimelineRecent Accomplishments Current StateIssues/Risk 9 October 7-8, 2014 - Bi-Annual SSCAC meeting tentatively scheduled HRLOB Provider Activities April 8-9, 2014 - Hosted the Bi-Annual SSCAC meeting in New Orleans Responded to numerous data calls from OPM on various topics (e.g., FERS-FRAE, FEHB Self Plus One Enrollment) Participated in monthly calls with OPM and other SSCs Continuing to assess recommendations from the Provider Assessment None

10. High-level TimelineRecent Accomplishments Current StateIssues/Risk 10 April/June 2014 - Review and update SLAs which include the performance metrics June/August 2014 - Final recalculation of FY2015 budget/rates June/August 2014 - Finalize FY15 IAs and SLAs August/September 2014 - Provide FY15 IAs and SLAs to customers FY15 Service Level Agreements & Interagency Agreements May 2014 - All SLAs have been submitted for internal final review Preparation of FY15 SLAs is in progress Validation of Agency POCs and addresses is in progress None

11. High-level TimelineRecent Accomplishments Current StateIssues/Risk 11 TBD - Coverage of Children of Same Sex Domestic Partners who cannot be Claimed as Tax Dependents (Project# 685780) PP 01, 2016 - FEHB Self Plus One Enrollment (Project# 766433) TBD - New Phased Retirement Program (Project# 786155) OPM’s Initiatives None Coverage of Children of Same Sex Domestic Partners who cannot be Claimed as Tax Dependents - NFC is performing extensive research FEHB Self Plus One Enrollment - Agencies and NFC must ensure systems are ready to accept and process the new codes for the 2015 Open Season New Phased Retirement Program - FRD in progress - OPM will issue final guidance and regulations at the end of 2014 FEHB Self Plus One Enrollment - All testing must be completed no later than September 1, 2015

12. High-level TimelineRecent Accomplishments Current StateIssues/Risk 12 August 2014 - HHS Pay Processing Services Wave 1 (tentative) October 2014 - US China Commission (tentative) FY 15 - Wave 2 (USDA/OCIO/ITS) Human Resources Operational Services April 2014 - Implemented USDA/OCIO Wave 1 (HQ Unit) Providing service to nearly 20 customer agencies reaching over 30K employees with support ranging from processing to full service HR support NFC is staffing up and able to provide the following HR services: - Classification- Personnel Action Processing - Staff Acquisition - Pay and Leave Administration - Benefits Management - Employee and Labor Relations - Personnel Security- Worker’s Compensation - HR Reporting None

13. High-level TimelineRecent Accomplishments Current StateIssues/Risk 13 FY 2014 - Implement access management process improvements and conduct customer outreach activities FY 2014 - Migrate all customers to Remedy Requester Console for submission of requests November 12, 2014 - Host ASO User Group Meeting on site at OCFO New Orleans Security Access Improvements April 2014 - Increased number of requests processed by 39% from March April 2014 - Increased number of userids processed by 43% from March May 14, 2014 - Hosted Agency Security Officer (ASO) User Group Meeting for 130 participants Fine-tuning Role Based Access implementation process Planning for migrating all customers to Remedy Requester Console for submission of requests Planning November ASO User Group Meeting and Training sessions in New Orleans None

14. High-level TimelineRecent Accomplishments Current StateIssues/Risk 14 Week of June 22, 2014 - Perform regular system and building updates Continuity of Operations Plan (COOP) April 21-25, 2014 - Conducted COOP exercise at the NFC Alternate Work Site (AWS) in Bossier City, LA AWS facility in ready state - Command Center - Building Security - Conferencing Capability Can accommodate NFC workforce None

15. High-level TimelineRecent Accomplishments Current StateIssues/Risk 15 Annually - POC updates are required in the event of an emergency Annual Emergency T&A Letters April 1, 2014 - Distributed 1 st Reminder CAPPS Notice April 29, 2014 - Distributed 2 nd Reminder CAPPS Notice June 2014 - Received emergency T&A letters from all agencies with the exception of 2 agencies Awaiting emergency T&A letters from 2 agencies Two options are available: -Option 1: NFC will generate 80 hours of regular time for full time employees. Part-time employees will be paid based on their normal tour of duty -Option 2: An authorized representative can contact NFC and elect to have employees paid the same as the previous pay period or paid according to the employees’ normal work schedule Risk of employees not being paid in an emergency situation Points of Contact may have moved to other positions, retired, or moved to other agencies

16. Payroll/Personnel System (PPS) & webTA Statistics USDA, National Finance Center Customer Board Meeting June 12, 2014

17. Schedule Release Summary as of 05/31/14 GESD Projects Scheduled –36 Projects Scheduled GESD Projects Unscheduled Breakdown –35 Pending (HOLD/RESP) –249 FRDs Assigned –128 TBD 17

18. Schedule Release Summary as of 05/31/14 Unscheduled Project Breakdown By Line of Business (LOB) Line of BusinessTotal by LOB PPS277 EmpowHR50 HRLOB (PPS/EmpowHR)16 webTA28 Other41 18

19. Schedule Release Status as of 05/31/14 CY 2014 Pay Period 13 Projects −9 Projects Scheduled CY 2014 Pay Period 20 Projects −10 Projects Scheduled Off Release Projects −17 Projects Scheduled 19

20. Software Change Request (SCR) as of 05/31/14 Completed SCR Totals for Calendar Year –2012 - 459 –2013 - 512 –2014 - 259 20

21. PPS Incident Report (IR) Statistics as of 05/31/14 Number of IRsMarchAprilMay Beginning Balance314225 Received9672103 Closed869091 Ending Balance422541 21 Priority CategoryMarchAprilMay Number of Critical IRs 121 Number of Non Critical IRs 858890

22. PPS IR - Average Days at Closure as of 05/31/14 Priority Category MarchAprilMay Critical2712 Non Critical549 22

23. PPS IR Summary as of 05/31/14 Completed PPS IR Totals for Calendar Year –2012 - 1067 –2013 - 918 –2014 - 440 23

24. webTA IR Statistics as of 05/31/14 Number of IRsMarchAprilMay Beginning Balance262022 Received122714 Closed182513 Ending Balance2022 24 Priority CategoryMarchAprilMay Number of Critical IRs 001 Number of Non Critical IRs 182512

25. webTA IR - Average Days at Closure as of 05/31/14 Priority Category MarchAprilMay Critical0015 Non Critical453038 25

26. webTA IR Summary as of 05/31/14 Completed webTA IR Totals for Calendar Year –2013 - 47 –2014 - 82 26

27. FY14 Service Level Agreement Metrics Performance 27 Line of Business Metrics Per SLA Percentage of Metrics Passed QTR 1QTR 2QTR 3QTR 4 PPS2492% (22 of 24) 95% (23 of 24) webTA Hosting Plus 1385% (11 of 13) 92% (12 of 13) EmpowHR1688% (14 of 16 ) 88% (14 of 16) TOTAL53 89% (47 of 53) 92% (49 of 53)

28. FY14 Service Level Agreement Metrics Performance (cont’d) 28 SLAPerformance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status PPS95 percent of the time for a complete, accurate request received by NFC, Information Technology Security. Simple Requests* 10 or less user identifications (ID) within 5 business days. 11-30 user IDs within 10 business days. 31-50 user IDs within 15 business days. Moderate Requests* 10 or less user IDs within 10 business days. 11-30 user IDs within 15 business days. 31-50 user IDs within 20 business days. Complex Requests* 10 or less user IDs within 15 business days. 11-30 user IDs within 20 business days. 31-50 user IDs within 25 business days. All Requests Greater than 50 User IDs Greater than 50 user IDs are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Security in the main body of the Service Level Agreement for discussion of Security Access Request Types. No 70% Simple: Received 595 Completed 468 Percentage 79% Moderate: Received 483 Completed 309 Percentage 64% Complex: Received 222 Completed 128 Percentage 58% No 87% Simple: Received 823 Completed 777 Percentage 94% Moderate: Received 670 Completed 518 Percentage 77% Complex: Received 291 Completed 256 Percentage 88%

29. FY14 Service Level Agreement Metrics Performance (cont’d) 29 SLAPerformance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status webTA Hosting Plus 95 percent of the time for a complete, accurate request received by NFC, Information Technology Security: Simple Requests* 10 or less user identifications (ID) within 5 business days. 11-30 user IDs within 10 business days. 31-50 user IDs within 15 business days. Moderate Requests* 10 or less user IDs within 10 business days. 11-30 user IDs within 15 business days. 31-50 user IDs within 20 business days. Complex Requests* 10 or less user IDs within 15 business days. 11-30 user IDs within 20 business days. 31-50 user IDs within 25 business days. All Requests Greater than 50 User IDs Greater than 50 user IDs are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Security in the main body of the Service Level Agreement for discussion of Security Access Request Types. No 0% Simple: Received 0 Completed 0 Percentage 100% Moderate: Received 2 Completed 0 Percentage 0% Complex: Received 0 Completed 0 Percentage 100% No 86% Simple: Received 1 Completed 1 Percentage 100% Moderate: Received 6 Completed 5 Percentage 83% Complex: Received 0 Completed 0 Percentage 100%

30. FY14 Service Level Agreement Missed Metrics Performance (cont’d) 30 SLA Performance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status EmpowHR 95 percent of the time for a complete, accurate request received by NFC, Information Technology Security. Simple Requests* 10 or less user identifications (ID) within 5 business days. 11-30 user IDs within 10 business days. 31-50 user IDs within 15 business days. Moderate Requests* 10 or less user IDs within 10 business days. 11-30 user IDs within 15 business days. 31-50 user IDs within 20 business days. Complex Requests* 10 or less user IDs within 15 business days. 11-30 user IDs within 20 business days. 31-50 user IDs within 25 business days. All Requests Greater than 50 User IDs Greater than 50 user IDs are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Security in the main body of the Service Level Agreement for discussion of Security Access Request Types. No 44% Simple: Received 0 Completed 0 Percentage 100% Moderate: Received 29 Completed 10 Percentage 34% Complex: Received 5 Completed 5 Percentage 100% No 72% Simple: Received 1 Completed 1 Percentage 100% Moderate: Received 23 Completed 16 Percentage 70% Complex: Received 1 Completed 1 Percentage 100%

31. New Business USDA, National Finance Center Customer Board Meeting June 12, 2014

32. High-level TimelineRecent Accomplishments Current StateIssues/Risk 32 June 9-20, 2014 - DR Drill June 16-20, 2014 - Customer User Testing Disaster Recovery Drill Successfully completed all planning aspects of drill Awaiting execution of DR drill test planNone

33. Customer Board Charter Every year the Board members are required to review the Charter and submit comments if necessary - Comments should be submitted by Friday, June 27, 2014, to the Customer Board mailbox at nfc.customerboard@nfc.usda.gov nfc.customerboard@nfc.usda.gov 33

34. Signature of Non-Disclosure Form Every year the Board members are required to sign the Certification Regarding Non-Disclosure of Acquisition Information, Conflicts of Interests, and Procurement Integrity form - Signed forms should be returned by Friday, June 27, 2014, to the Customer Board mailbox at nfc.customerboard@nfc.usda.gov nfc.customerboard@nfc.usda.gov 34

35. EmpowHR USDA, National Finance Center Customer Board Meeting June 12, 2014

36. High-level TimelineRecent Accomplishments Current StateIssues/Risk 36 August 2014 - HRWorX/EOD Online (On boarding documents processing) Implementation Non-Core HR Integration Non-Core HR Solutions - April 24, 2014 - Completed RFQ HRWorX/EOD Online - Proceeding with CUAT testing - Working with One USDA/vendor on requirements for non-competitive appointments Non-Core HR Solutions - Responding to vendor questions and preparing amendments to RFQ None

37. High-level TimelineRecent Accomplishments Current StateIssues/Risk 37 PP 13, 2014 - Manager Recruit Request (MRR) EmpowHR Upgrades PP 03, 2014 - Upgraded PeopleTools and Infrastructure PP 03, 2014 - Implemented new version of STAT May 27, 2014 - Began MRR Customer User Acceptance Testing (CUAT) MRR in CUATNone

38. High-level TimelineRecent Accomplishments Current StateIssues/Risk 38 EmpowHR Implementations May 27, 2014 - Began Customer User Acceptance Testing (CUAT) PP 16, 2014 - HHS Phase I CUAT in progressNone

39. EmpowHR IR Statistics as of 05/31/14 39 Number of IRsMarchAprilMay Beginning Balance748160 Received334826 Closed266036 Ending Balance816049 Priority CategoryMarchAprilMay Number of Critical IRs 243 Number of Non Critical IRs 245633

40. EmpowHR IR Average Days at Closure as of 05/31/14 40 Priority CategoryMarchAprilMay Critical40338 Non Critical234244

41. EmpowHR IR Summary as of 05/31/14 Completed EmpowHR IR Totals for Calendar Year –2012 - 222 –2013 - 246 –2014 - 194 41