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

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

3. 3 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Transition Activity Specific 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 FY07. Shall Issue a “Request for Offer” to Select the Relocation Services Contractor for FY08 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

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

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

6. 6 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Customers/Stakeholders –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

7. 7 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Training/Certification – 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

8. 8 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Operational Sustainment 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)

9. 9 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Risk Assessment Description of the RiskMitigation Strategy Centers Utilization Volume Exceeds Estimate54HIf 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) 44HRequest Reprogramming Increase of NSSC Workload Volume43MReallocation of Resources Probability Consequence Risk Probability of Occurrence 1Very Low 2 Low 3Medium 4High 5Very High Consequence 1Minimal or no impact 2 Acceptable impact with no change in approach 3Acceptable impact implementing workarounds 4Major impacts in technical, cost, or schedule 5Total work stoppage Probability Risk Matrix 5LLMHH 4LLMHH 3LLMMM 2LLLMM 1LLLLL 12345 Consequence

10. 10 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Operational Enhancements 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

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

12. 12 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Functional Responsibilities EmployeeNSSC FMNSSC HR (IG)NSSC HR (SP)CustomerCartusNSSC HR (IG/SP)

13. 13 NASA Shared Services Center PCS and TCS NSSC/HR-ORR- Waiver to $500K GHS Limit For Permanent Change of Station 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