Permanent Change of Station PCS and Temporary Change

Permanent Change of Station (PCS) and Temporary Change Monday, February 6, 2005 of Station (TCS) Steve Futch HR (CS) Elizabeth Kerry HR (SP)

Agenda NASA Shared Services Center • Transition Activity Specific • Concept of Operations • Customers/Stakeholders • Training/Certification • Operational Sustainment • Risk Assessment • Operational Enhancements • Cost Containment Measures • Functional Responsibilities • Waiver to $500 K GHS Limit NSSC/HR-ORR- PCS and TCS 2

Transition Activity Specific NASA Shared Services Center • What is the Activity? – The NSSC: • Will Provide Services for Permanent and Temporary Relocation Moves, including Entitlement Counseling, Home Sale Services, Moving and Storage Services, Destination Area Services, and Property Management Services. • Has Contracted Directly with Cartus, the Incumbent, to Provide Relocation Services for the Agency in FY 07. • Shall Issue a “Request for Offer” to Select the Relocation Services Contractor for FY 08 and future years. – The NSSC SP Will: • Facilitate and Support the Administrative Processes for PCS/TCS Relocation Services • Provide Technical Support, Knowledge and Expertise to Assist Government in Monitoring the Quality of Services Provided by the Relocation Contractor • Track Utilization and Cost of PCS and TCS Orders by Center • Monitor and Report Performance Management Criteria in Direct Support of the PCS and TCS Program with Customer Surveys and Metrics NSSC/HR-ORR- PCS and TCS 3

Transition Activity Specific Cont. NASA Shared Services Center Relocation Process Overview Step 1 Notify NSSC of Employee Relocation Step 2 Review Form and Initiate Process NASA HR Offices NSSC (SP) Step 3 Relocation Authorization Process Step 4 Execute Relocation Orders Step 5 Submit Voucher Cartus Employee NSSC (IG) Coordinate Relocation Orders between Cartus, NSSC (IG), and NSSC (FM) Cost Estimates, Form 1450 Approval/Distribution, and Funding Obligations NSSC HR (SP) Relocation Financial Processes Overview Step 1 Submit Invoices to NSSC Cartus NSSC/HR-ORR- Step 2 Step 3 Step 4 Step 5 Review and Audit Invoices Approve Invoices Process Reimbursement Receive Payment NSSC HR (SP) NSSC HR (IG) NSSC FM (SP) Cartus PCS and TCS 4

Concept of Operations NASA Shared Services Center NSSC/HR-ORR- PCS and TCS 5

Customers/Stakeholders NASA Shared Services Center – NASA • Program Offices • Directorates • Center Human Resources (HR) Offices • Center Financial Management (FM) Offices • Office of Human Capital Management • Office of Chief Financial Officer (OCFO) • Employees – Vendors/Contractors NSSC/HR-ORR- PCS and TCS 6

Training/Certification NASA Shared Services Center – Required • Transitioned Activity Specific Training – GSA-TDY Training – GSA-PCS Allowances – Benefit/Entitlement Allowances Training • Specific Training Related to Transitioning Activities • Supplemental Training to Augment Existing Skills – NASA Specific Rules and Regulations – FTR Regulations – Tech Doc and Remedy (NSSC) Training – On-going • On the Job Training • Preparation Toward Providing Objective and Documented Advisory Assistance NSSC/HR-ORR- PCS and TCS 7

Operational Sustainment NASA Shared Services Center • Weekly Telecons with Center HR Offices and Center FM Offices • Frequently Asked Questions and Answers Posted on NSSC Portal • How Do I’s Posted on NSSC Portal • Resource Links Posted on NSSC Portal • Quick Reference Guides Posted on NSSC Portal • Relocation Request Web Form Posted on NSSC Portal • Service Delivery Guides Detailing Process/Procedures Posted on NSSC Portal • Communication with Cartus • Communication with Resources and Finance Community to Facilitate PCS/TCS Funding Requirements (Purchase Request Process) NSSC/HR-ORR- PCS and TCS 8

Risk Assessment Probability Consequence Risk NASA Shared Services Centers Utilization Volume Exceeds Estimate 5 4 H If Center Goes Over Projected Utilization, Actual Costs of GHS and HHG will be Billed to Center Insufficient Budget (Actual Unit Cost Exceeds the Projected Unit Cost) 4 4 H Request Reprogramming Increase of NSSC Workload Volume 4 3 M Reallocation of Resources Description of the Risk Probability Risk Matrix 5 L L M H H 4 L L M H H 3 L L M M 2 L L L 1 2 Consequence Probability of Occurrence 1 Very Low 1 Minimal or no impact M 2 Low 2 M M 3 Medium Acceptable impact with no change in approach L L L 4 High 3 Acceptable impact implementing workarounds 3 4 5 5 Very High 4 Major impacts in technical, cost, or schedule 5 Total work stoppage Consequence NSSC/HR-ORR- Mitigation Strategy PCS and TCS 9

Operational Enhancements NASA Shared Services Center • Improve Utilization and Projection Data for Future Years • Timeliness of Requests to Ensure Delivery of Documents to Customer • Consolidation of Move Management Services to Enhance Buying Power • Ensure Uniformity of FTR and NASA Regulations NSSC/HR-ORR- PCS and TCS 10

Cost Containment Measures for Future Contract Consideration NASA Shared Services Center • $500 K Waiver Requirement Remains Policy • Home Marketing Incentive (HMI) Cap to 3% of $500 K • Preferred Broker Concept for Real Estate • Develop Agency Requirement for Real Estate Marketing NSSC/HR-ORR- PCS and TCS 11

Functional Responsibilities NASA Shared Services Center NSSC HR (IG/SP) NSSC/HR-ORR- Cartus Customer NSSC HR (SP) PCS and TCS NSSC HR (IG) NSSC FM Employee 12

Waiver to $500 K GHS Limit For Permanent Change of Station NASA Shared Services Center NASA’s policy provides a $500, 000 limit on the Guaranteed Home Sale Program currently managed by the NASA Shared Services Center and Cartus. If the waiver is not granted, the employee is responsible for the portion of the contractor’s fees in excess of the $500, 000 sales price. Example of cost to NASA for Mickey Mouse’s home sale estimated at $640, 000: If the employee sells the home under Amended Sale Program, NASA is billed 11. 40% of the sale price and the employee receives a 3% Home Marketing Incentive (HMI). $640, 000 X 11. 40% equals $72, 960. With the $500, 000 limit, NASA is billed $57, 000. If waiver isn’t granted, employee responsible for paying difference $15, 960 Additional HMI Cost at 3% equals $19, 200 If Cartus purchases the home under Appraised Value Offer scenario, NASA is billed 20. 70% of the sale price. $640, 000 X 20. 70% equals $132, 480. With the $500, 000 limit, NASA is billed $103, 500. If waiver isn’t granted, employee responsible for paying difference $28, 980 NSSC/HR-ORR- PCS and TCS 13