1. Customer Board Meeting September 11, 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 September 11, 2014

3. High-level TimelineRecent Accomplishments Current StateIssues/Risk 3 Contact Center/Help Desk Consolidation June 2014 - Completed Customer Service Training for all NCC employees (Conducted by outside vendor) July 2014 - Installed 5 new LED wallboards and the LCD monitor software was upgraded to provide easier to read real time statistics August 2014 - Began refresher training for EmpowHR agents (This training will be given by EmpowHR Subject Matter Experts) September 2014 - On schedule to complete update/overhaul of Remedy Knowledge Management (RKM) articles September 2014 - Beginning Knowledge Sharing across all lines of business and NCC to increase Agent tacit knowledge Continuing NCC Process Improvements - Help Desk within a Help Desk Project is on schedule to be completed 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 Currently - Phase II Inventory Collection September 2014 - Phase I Application Refresh September/October 2014 - Global inventory assessment and detailed analysis of Phase II Fall 2014 - Direct Access Storage Device (DASD) Replacement January 2015 - Performance testing of Phase I Legacy Risk Mitigation Project August 1, 2014 - Awarded Phase II Contract August 1, 2014 - Awarded DASD Contract August 20, 2014 - Phase II Kickoff Meeting Converted unit testing of Phase I PPS online applications Working with vendor to install new online storage to build DB2 databases Phase I refresh preparation analysis Developers are testing Phase I PPS batch applications Phase II inventory collection in progress DASD replacement or customer migrations could delay project

5. High-level TimelineRecent Accomplishments Current StateIssues/Risk 5 March 2014/October 2014 - Stabilization Timeline: September 19, 2014 - PERHIS Repartitioning and FACT Tables, MD-715 October 17, 2014 - Workforce Profile Model October 31, 2014 - Build 3 Scope Defined Insight Enterprise Reporting Solution June 27, 2014 - Upgraded TMGT and Workforce Profile Daily Data July 25, 2014 - Implemented ABCO Subject Area including Treasury Offset Program information August 8, 2014 - Implemented Map Viewer August 22, 2014 - Completed ODI Upgrade As of August 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 for USDA/OCFO -PP20, 2014 (October) - USDA/OCFO Implementation Paycheck8 - December 2013/May 2014 - Install, configure, and test software - September 16, 2014 - Software release for first three agency implementations - December 14, 2014 (Tentative) - Implement first three agencies T&A Solutions webTA 4.2 - May 2014 - Completed installation and configuration of software - August 2014 - Completed Quality Assurance, Development, and CUAT environments for USDA/OCFO Paycheck8 - June 2014 - Successfully implemented NFC pilot organizations webTA 4.2 - Data migration started for the Development and CUAT environments for USDA/OCFO - Testing in progress - Planning strategy for rollout of software to NFC’s customers Paycheck8 - Preparing for implementation and testing of 09/16/14 software release - Continuing to work with remaining customers to schedule Fit Gaps None

7. High-level TimelineRecent Accomplishments Current StateIssues/Risk 7 September 2014 Modify delinquency routine to decrease due process to 120 day maximum in compliance with DATA Act standards (PL 113) 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 and partial payment debt notices Increase delinquent debt write-off amount from $10 to $25, the maximum amount allowable under TOP Customize delinquency definition for Treasury requiring repayment agreement for all debts October 2014 Begin to define scope and requirements for Phase 2 Debt Management Implementation Plan July 25, 2014 - Completed validation of data in DEV and PRE_PROD Insight environments (Bulletin 14-04, Implementation of Additional Administrative Billings and Collections System (ABCO) in Insight) August 5, 2014 - Distributed bulletin ADM 14-02, Introducing Claims Inquiry Screens for Agency Use August 14, 2014 - Conducted Work Group meeting to allow customers to compare new and old debt notices August 29, 2014 - Completed CUAT verifying system changes as it relates to delinquency September 9, 2014 - Conducted Work Group meeting to allow customers to discuss final changes to debt notices, existing versus modified process work sheets, and billing/delinquency workflow Bill and collect salary overpayments while employees are in non-pay status Debt Management Improvement Initiatives include new delinquency computations, revised salary overpayment bills, revised repayment agreements, and new reports to include elements modified in the ABCO data base Continue Work Group meetings Phase 2 requirements in progress New procedures and notices sent to USDA OGC for review - Results of that review may drive additional modifications/enhancements

8. High-level TimelineRecent Accomplishments Current StateIssues/Risk 8 December 2014 - Complete Systems Requirements for all Phases February 2015 - Complete Systems Development and begin End-to-End Testing April 2015 - Begin Production Parallel Testing August 2015 - NFC becomes a full CARS Reporter Central Accounting Reporting System (CARS) Implemented system changes to expand 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) Revised the CARS implementation project schedule August 1, 2014 - NFC became a CARS Collection Pilot Reporter 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 Production Parallel Testing of Secure Payment System (SPS) 440 bulk file formats NFC is a CARS Collection Pilot Reporter None

9. High-level TimelineRecent Accomplishments Current StateIssues/Risk 9 October 7-8, 2014 - Bi-Annual SSCAC meeting scheduled in Washington, DC HRLOB Provider Activities Responded to numerous data calls from OPM on various topics (e.g., FEHBP Expansion of Eligibility to Certain Employees, Pay and Leave, Special Leave Types Reported under Administrative Leave Category) Participated in monthly calls with OPM and other SSCs Hosted a meeting in New Orleans with the Defense Finance and Accounting Service team to share information on business practices Continuing to assess recommendations from the Provider Assessment None

10. High-level TimelineRecent Accomplishments Current StateIssues/Risk 10 April/September 2014 - Review and update SLAs which include the performance metrics June/August 2014 - Final recalculation of FY2015 budget/rates June/September 2014 - Finalize FY15 IAs and SLAs August/September 2014 - Provide FY15 IAs and SLAs to customers FY15 Service Level Agreements & Interagency Agreements August 2014 - Finalized 8 SLAs August 2014 - Approved FY 2015 rates Preparation of FY15 SLAs is in progress Beginning preparation of IA packages None

11. High-level TimelineRecent Accomplishments Current StateIssues/Risk 11 TBD - FEHB Benefits for Step-children of Same Sex 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 FEHB Benefits for Step-children of Same Sex Partners who cannot be Claimed as Tax Dependents - Development branches met to discuss process in system - Table format received from OPM - FRD is in final stages 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 - OPM is scheduled to issue final guidance in the upcoming weeks New Phased Retirement Program - FRD in progress - Final Federal Register issued August 8, 2014 - BAL issued August 27, 2014 - Update 67 issued September 3, 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 TBD - HHS HR Services implementation FY 15 - Wave 2 (USDA/OCIO/ITS) Human Resources Operational Services Negotiating potential services implementations with several small bureaus/agencies currently serviced by GSA 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 FY 2014 - Implement automated tools to improve access management November 13, 2014 - Host ASO User Group Meeting on site at OCFO New Orleans Security Access Improvements July 2014 - Updated Service Level Agreements Security Access Metric to use average number of days to process a request July 2014 - Loaded data for mainframe profile management application August 13, 2014 - Hosted Agency Security Officer (ASO) User Group meeting via webinar for 130 participants August 2014 - Installed software to build automated Security Access Request System 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 Configuring software to build automated Security Access Request System Loading and testing mainframe profile management application None

14. Other Updates Annual Emergency T&A Letters - As of July, all agencies have submitted their emergency T&A letters Charter - No agencies had any comments Signature of Non-Disclosure Form - There are 5 agencies who have not signed and returned form 14

15. Payroll/Personnel System (PPS) & webTA Statistics USDA, National Finance Center Customer Board Meeting September 11, 2014

16. Schedule Release Summary as of 08/31/14 GESD Projects Scheduled –61 Projects Scheduled GESD Projects Unscheduled Breakdown –34 Pending (HOLD/RESP) –196 FRDs Assigned –197 TBD 16

17. Schedule Release Summary as of 08/31/14 Unscheduled Project Breakdown By Line of Business (LOB) Line of BusinessTotal by LOB PPS248 EmpowHR98 HRLOB (PPS/EmpowHR)15 webTA26 Other40 17

18. Schedule Release Status as of 08/31/14 CY 2014 Pay Period 20 Projects −27 Projects Scheduled CY 2015 Pay Period 06 Projects −07 Projects Scheduled Off Release Projects −27 Projects Scheduled 18

19. Software Change Request (SCR) as of 08/31/14 Completed SCR Totals for Calendar Year –2012 - 459 –2013 - 512 –2014 - 416 19

20. PPS Incident Report (IR) Statistics as of 08/31/14 Number of IRsJuneJulyAugust Beginning Balance412315 Received9889111 Closed1169784 Ending Balance231542 20 Priority CategoryJuneJulyAugust Number of Critical IRs 101 Number of Non Critical IRs 1159783

21. PPS IR - Average Days at Closure as of 08/31/14 Priority Category JuneJulyAugust Critical201 Non Critical774 21

22. PPS IR Summary as of 08/31/14 Completed PPS IR Totals for Calendar Year –2012 - 1067 –2013 - 918 –2014 - 737 22

23. webTA IR Statistics as of 08/31/14 Number of IRsJuneJulyAugust Beginning Balance222427 Received15108 Closed1376 Ending Balance242729 23 Priority CategoryJuneJulyAugust Number of Critical IRs 000 Number of Non Critical IRs 1376

24. webTA IR - Average Days at Closure as of 08/31/14 Priority Category JuneJulyAugust Critical000 Non Critical441421 24

25. webTA IR Summary as of 08/31/14 Completed webTA IR Totals for Calendar Year –2013 - 47 –2014 - 108 25

26. FY14 Service Level Agreement Metrics Performance 26 Line of Business Metrics Per SLA Percentage of Metrics Passed QTR 1QTR 2QTR 3QTR 4 PPS2492% (22 of 24) 95% (23 of 24) 96% (23 of 24) webTA Hosting Plus 1385% (11 of 13) 92% (12 of 13) 92% (12 of 13) EmpowHR1688% (14 of 16 ) 88% (14 of 16) 88% (14 of 16) TOTAL53 89% (47 of 53) 92% (49 of 53) 92% (49 of 53)

27. FY14 Service Level Agreement Metrics Performance (cont’d) 27 SLAPerformance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status 3 rd 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 are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Key Definitions in the main body of the SLA 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% No 85% Simple: Received 878 Completed 855 Percentage 97% Moderate: Received 882 Completed 630 Percentage 71% Complex: Received 296 Completed 271 Percentage 92%

28. FY14 Service Level Agreement Metrics Performance (cont’d) 28 SLAPerformance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status 3 rd 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 are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Key Definitions in the main body of the SLAfor 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% No 0% Simple: Received 0 Completed 0 Percentage 100% Moderate: Received 1 Completed 0 Percentage 0% Complex: Received 1 Completed 0 Percentage 0%

29. FY14 Service Level Agreement Missed Metrics Performance (cont’d) 29 SLA Performance Measure 1 st Quarter Metrics Met Status 2 nd Quarter Metrics Met Status 3rd 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 are considered a project and the timeframe will be negotiated between NFC and the Agency. * See Key Definitions in the main body of the SLA 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% No 71% Simple: Received 2 Completed 2 Percentage 100% Moderate: Received 39 Completed 27 Percentage 69% Complex: Received 0 Completed 0 Percentage 100%

30. New Business USDA, National Finance Center Customer Board Meeting September 11, 2014

31. Additional Information Fiscal Year-End Time and Attendance Processing July 7, 2014 - Distributed bulletin September 3, 2014 - Distributed reminder bulletin NFC will no longer prorate stored accounting across fiscal years for the 2014 Fiscal Year-End Agencies should not use stored accounting in PP 19 and should manually input the accounting Calendar Year-End Processing 2014 W-2s - August 27, 2014 - Distributed CAPPS Notice to CAPPS community regarding testing dates - September 4, 2014 - Distributed reminder CAPPS Notice - September 5, 2014 - Deadline for submitting ssns - November 10-21, 2014 - Agency Testing 2015 Annual Pay Raise - NFC is in the process of streamlining our processes and procedures - More details will be provided at the CAPPS meeting on October 15, 2014 31

32. EmpowHR USDA, National Finance Center Customer Board Meeting September 11, 2014

33. High-level TimelineRecent Accomplishments Current StateIssues/Risk 33 Non-Core RFQ - April 24, 2014 - RFQ Posted - June 27, 2014 - Vendor Responses Due - Mid-October 2014 (Tentative) - Vendor demonstrations to be held Non-Core HR Integration PP16, 2014 - Implemented HRWorX/EOD Online (On boarding documents processing) Non-Core RFQ - Vendor quotes are being evaluated Integrated Non-Core Products in EmpowHR - USAStaffing - NGA-eRecruit - HRWorX/EOD None

34. High-level TimelineRecent Accomplishments Current StateIssues/Risk 34 EmpowHR Implementations DOJ - Conducted Project Kickoff meeting - Completed Interim Interagency Agreement PP 06, 2015 - HHS Wave I FY15 - DOJ Pilot Agencies HHS - System Integration Testing (SIT) and System Integration Acceptance Testing (SAT) in progress DOJ - Fit Gap Analysis in progress None

35. EmpowHR IR Statistics as of 08/31/14 35 Number of IRsJuneJulyAugust Beginning Balance495435 Received362651 Closed314530 Ending Balance543556 Priority CategoryJuneJulyAugust Number of Critical IRs 313 Number of Non Critical IRs 284427

36. EmpowHR IR Average Days at Closure as of 08/31/14 36 Priority CategoryJuneJulyAugust Critical251219 Non Critical454031

37. EmpowHR IR Summary as of 08/31/14 Completed EmpowHR IR Totals for Calendar Year –2012 - 222 –2013 - 246 –2014 - 300 37