Preparing for the Retirement Systems Modernization

1
Preparing for the Retirement Systems
Modernization
William A. McIntyreOffice of Retirement Systems
Modernization (RSM)Office of Personnel
Management (OPM)
2
Agenda

• RSM Objective
• RSM Update
• Data Cleansing and Reconciliation
• RSM Communication Flow
• Agency User Groups
• Next Steps

3
RSM Objective

• Retirement Systems Modernization (RSM) is OPMs
  strategic initiative to improve the quality and
  timeliness of services received by members of the
  Civil Service and Federal Employees Retirement
  Systems. Transforming business processes and the
  technology that supports them will lead to
  success.

We Go Live February 2008
4
RSM Update

• Tested the Annuity role in the Defined Benefits
  Technology Solution
• Defined go-live structure to work all Agencies
  into implementation waves
• Completed User Acceptance Tests 1 and 2
• Held first round of Agency User Group meetings
  for further communication and training to
  agencies under the GSA wave
• Currently working through GSA data to prepare for
  first wave of implementation to the RSM program

5
Data Cleansing and Reconciliation

• Clean and complete data is crucial for a smooth
  transition to RSM
• Approximately 50 of actives data will need to
  be cleansed
• RSM requires a complete employee profile
• Complete service history
• Retirement, health benefits, and life insurance
  coverage data
• Military service history

6
Data Cleansing Preparation

• Review active employees records
• Service history includes start and end dates for
  all Federal service, Agency, and retirement
  coverage
• The Service Computation Date is accurate
• Deposit information for military service is
  complete
• Employees eligible for special populations
  calculations are easily identified
• Work to improve on-going data practices in
  preparation for recurring data feeds
• Identify difficult or special populations and
  other data issues particular to your agency or
  Shared Service Center

7
Data Cleansing Cycles

• Data Cleansing Process begins with the Agency or
  Shared Service Center. The cleansing process will
  be repeated twice in preparation for each wave
  go-live beginning with Wave 1.

8
Pre-Conversion Activities

• Send all historical electronic data to OPM
• Work with OPM for review of data to identify data
  gaps
• Review identified issues to improve data
  processes for future data
• Work with OPM to develop data edits to automate
  future data cleansing
• Communicate RSM data needs and information to
  your agency

9
RSM Communication Flow

• Share RSM information you receive from OPM with
  other Agency Benefits Officers and active Federal
  employees in your Agency.

RSM
BOTDG
Agency User Groups
Agency Benefits Officers
Active Federal Employees
10
Agency User Groups

• An Agency User Group consists of individuals who
  will work with RSM and OPM to communicate and
  educate Agencies about the RSM program
• Representatives from each Agency under a data
  migration wave will be invited to participate in
  an Agency User Group
• An Agency User Group is a channel of
  communication for Agency Benefits Officers and
  active Federal Employees

11
Agency User Group Program Timeline

• Each Agency User Group will meet five times to
  gain knowledge of the RSM Program and learn how
  to communicate with Benefits Officers and active
  Federal employees.

12
Next Steps

• Communicate RSM information to your Agency
• Invite RSM to speak to your Agency
• Contact your BOTDG liaison for more information
  on the Agency User Group program
• Begin cleansing personnel records now
• Use Agency Data Lessons Learned to complete data
  preparation and cleansing activities

13
Contact Information

• For more RSM information, contact
• Tom OKeefe
• Thomas.OKeefe_at_opm.gov202.606.4625
• Shared Service Center Bulletin and Data
  Coordination, contact
• Vic Karcher Victor.Karcher_at_opm.gov
• Terri Caroncino Terri.Caroncino_at_opm.gov