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					                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                               TASK OWNERS




                                                                         ADMIN POC



                                                                                                   MACOM



                                                                                                                       ABC-C
                                                                                            CPOC


                                                                                                           CHRA
                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
  B-01     ADVANCED PAY
           Provide eligibility determination checklist to
 B-01.01                                                                              x
           employee and manager
           Provide completed SF1190 and travel order to
 B-01.02                                                           x
           supervisor
 B-01.03   Review and approve request; fax to DFAS           x
 B-01.04   Process and provide advanced pay                                                                                       DFAS
 B-02      DANGER PAY
           Determine employee's eligibility to receive
 B-02.01                                                                              x
           danger pay allowance via checklist
 B-02.02   Provide advice and guidance to employee
 B-02.03   Complete SF 1190                                        x
 B-02.04   Attach copy of TDY orders and Travel Voucher            x
 B-02.05   Forward to CPAC                                         x
 B-02.06   Counsel employee                                                           x
           Review SF 1190, TDY orders and Travel
 B-02.07                                                                              x
           Voucher for completeness
 B-02.08   Forward documents to CPOC                                                  x
           Review SF 1190, TDY orders and Travel
 B-02.09                                                                                     x
           Voucher for completeness
           Make final determination of eligibility for
 B-02.10   danger pay for each period of time in danger                                      x
           zone
 B-02.11   Process action in DCPDS                                                           x
 B-02.12   Verify data flow to DFAS                                                          x
           Send Allowance Memo to DFAS with start and
 B-02.13   stop dates and percentages of allowance                                           x
           (current work around)


   1 October 2003                                                                    1 of 55                                                          Version 1.1
                                                     Civilian Human Resources
                                           Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                               TASK OWNERS




                                                                         ADMIN POC



                                                                                                   MACOM



                                                                                                                       ABC-C
                                                                                            CPOC


                                                                                                           CHRA
                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Check DCPDS to ensure that employee
 B-02.14                                                                                     x
           receives payment
 B-02.15   Notify CPAC that action is complete                                               x
 B-02.16   File in LQA file or OPF                                                           x
 B-03      DEATH CASES - GENERAL TASKS
 B-03.01   Notify supervisor of death                                                                                            Survivor
           Notify CPAC of death; initiate RPA and
 B-03.02                                                     x
           forward to ABC-C
           If CPAC was notified of death through other
 B-03.03   channels, contact supervisor, request RPA                                  x
           and forward to ABC-C
 B-03.04   If notified, inform CPAC and ABC-C                                                x
           Contact and provide the surviving beneficiary
 B-03.05   with appropriate annuity estimates and                                                                        x
           entitlement information
           Provide counseling and assistance with
 B-03.06                                                                                                                 x
           completion of forms
           If FERS, provide the surviving spouse or
 B-03.07   qualified former spouse with payment options                                                                  x
           for death benefits and rollover information
           Submit and ensure all necessary documents
 B-03.08                                                                                                                         Survivor
           are attached to claims
 B-03.09   Receive, verify claim forms and process NPA                                                                   x
           Coordinate with payroll (DFAS) to resolve
 B-03.10                                                                                                                 x
           problems
 B-04      DISABILITY RETIREMENT - GENERAL TASKS
           Notify ABC-C of desire to apply for disability
 B-04.01                                                           x
           retirement
 B-04.02   Obtain necessary forms from ABC-C                       x

   1 October 2003                                                                    2 of 55                                                          Version 1.1
                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                  BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                             TASK OWNERS




                                                                       ADMIN POC



                                                                                                 MACOM



                                                                                                                     ABC-C
                                                                                          CPOC


                                                                                                         CHRA
                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
           Request OPF from the CPOC and verify the
 B-04.03                                                                                                               x
           accuracy of retirement information
           Provide counseling, ensuring CSRS
 B-04.04                                                                                                               x
           Offset/FERS apply for SS disability
           Determine effective date (if leave transfer
 B-04.05   program, credit retire to beginning date of                                                                 x
           LWOP)
           Counsel employee regarding OWCP versus
 B-04.06   disability and disability versus regular                                                                    x
           retirement, if applicable
 B-04.07   Prepare Certified Summary of Federal Service                                                                x
           Review OPF and Summary without
 B-04.08   dating/signing until complete application             x
           packet is received
           When medical documentation is received,
 B-04.09                                                                                                               x
           attach it to application
           If employee is unavailable for signature,
 B-04.10   annotate summary form, and send copy to                                                                     x
           employee
 B-04.11   Forward preliminary application to DFAS                                                                     x
 B-04.12   Input data into DCPDS                                                                                       x
 B-05      DISABILITY RETIREMENT CASES - FINAL APPROVAL
           Inform employee/management and find out
 B-05.01                                                                                                               x
           effective date
 B-05.02   Request immediate RPA                                                    x
 B-05.03   Assemble final packet, audit form                                                                           x
 B-05.04   Process RPA                                                                                                 x
           Receive, attach NPA to packet and forward
 B-05.05                                                                                                               x
           thru DFAS to OPM

   1 October 2003                                                                  3 of 55                                                          Version 1.1
                                                     Civilian Human Resources
                                           Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                 TASK OWNERS




                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                                 COMMENT
 B-06      DISABILITY RETIREMENT CASE - FINAL DISAPPROVAL
           Forward copy of OPM disapproval letter to
 B-06.01                                                                                                                   x
           CPOC
 B-06.02   Inform employee and management                                                                                  x
 B-06.03   Send copy of OPM disapproval to DFAS                                                                            x
 B-07      EMPLOYEE MEDICAL FILES
           Assist special category individuals with
 B-07.01   appropriate medical testing/physicals with                                   x
           occupational health
           Receive forms on employee occupational                                                                                               OWCP files are established and
           illness, accidents, injuries, exposures, agency                                                                                      maintained by CPAC; all other
 B-07.02   dispensary or health unit files, OWCP files,                                 x                                                       files are established and
           certification of disability, job readiness and                                                                                       maintained by appropriate
           need for accommodation                                                                                                               officers, e.g., medical officer,
                                                                                                                                                security officer, etc.
                                                                                                                                 Occupational
 B-07.03   Establish and maintain files
                                                                                                                                    Health
 B-08      EMPLOYMENT VERIFICATION - TALX
           Advise all (employees, verifiers, etc.) to go to
 B-08.01   the website for information (www.talx.com or                                 x
           www.theworknumber.com )
           Assist employees and verifiers with the "Work                                                                                        TALX phone number: 314-214-
 B-08.02                                                                                x
           Number" (TALX) issues                                                                                                                7217
 B-09      FEGLI (FEDERAL EMPLOYEES GROUP LIFE INSURANCE) - GENERAL TASKS
 B-09.01   Provide advisory services                                                    x
           Coordinate with payroll (DFAS), CPOC, and
 B-09.02                                                                                x
           ABC-C to resolve problems
 B-09.03   Initiate actions to correct agency errors                                           x



   1 October 2003                                                                      4 of 55                                                                      Version 1.1
                                                       Civilian Human Resources
                                             Integrated Definition (IDEF) Model/Task Listing

                                     BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                   TASK OWNERS




                                                                             ADMIN POC



                                                                                                       MACOM



                                                                                                                           ABC-C
                                                                                                CPOC


                                                                                                               CHRA
                                                                                         CPAC
                                                                      EMPL
                                                                MGR
                                                                                                                                   OTHER TASK




                                                                                                                      DA
                                                                                                                                     OWNER

TASK #     TASK                                                                                                                                 COMMENT
           Notify employees in writing of discovered
 B-09.04   FEGLI errors (i.e., e-mail, notes, faxes, letters,                                    x
           etc.)
 B-09.05   Determine eligibility for additional FEGLI                                                                        x
 B-09.06   Download and file original on right side of OPF                                       x
           Assist employee with making election or
 B-09.07                                                                                                                     x
           change using automated systems
           Conduct written follow-up prior to election
           deadline; ensure new employees are informed
 B-09.08                                                                                         x
           that Basic is automatic (unless an unexpired
           waiver exists) and options are voluntary

           Upon receipt of SF 2822, obtain information
 B-09.09                                                                                                                     x
           from CPOC to complete and certify the SF 2822
           Provide SF 2822 information to ABC-C via e-
 B-09.10                                                                                         x
           mail no later than 48 hours after request
           If employee is ineligible for coverage or
           making a change, send employee an official
 B-09.11                                                                                                                     x
           "initial decision" with reconsideration rights
           to Field Advisory Service
           Determine whether employees' reasons for
           submitting late elections for optional (within 6
 B-09.12                                                                                                                     x
           months) were due to "causes beyond their
           control"
           Annotate the SF 2817 with the determination
 B-09.13                                                                                                                     x
           that this is a valid late election


   1 October 2003                                                                        5 of 55                                                          Version 1.1
                                                      Civilian Human Resources
                                            Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                  TASK OWNERS




                                                                            ADMIN POC



                                                                                                      MACOM



                                                                                                                          ABC-C
                                                                                               CPOC


                                                                                                              CHRA
                                                                                        CPAC
                                                                     EMPL
                                                               MGR
                                                                                                                                  OTHER TASK




                                                                                                                     DA
                                                                                                                                    OWNER

TASK #     TASK                                                                                                                                COMMENT
           Prepare and attach a memorandum to the SF
 B-09.14   2817, indicating reasons for accepting late                                                                      x
           elections
 B-09.15   Process any late actions                                                             x
 B-09.16   Answer questions from employees                                                                                  x
           Certify eligibility by signing the SF 2817 as the
 B-09.17   "authorized agency official" for other than in-                                                                  x
           processing
           Conduct periodic audits to detect potentially
 B-09.18                                                                                                                    x
           erroneous FEGLI coverage
 B-09.19   Receive the employee copy when requested                   x
           Mail or fax questionable cases to DAPE-CPP-
 B-09.20                                                                                                                    x
           PPE for assistance
           Complete SF 2821 promptly following
 B-09.21                                                                                        x
           termination
           Send original and duplicate of the SF 2821 to
 B-09.22   employee or assignee, along with a complete                                          x
           SF 2819 within 3 days of receipt of RPA

           Conduct initial in-processing; for all changes,
 B-09.23   accept from employee, verify and date stamp                                   x
           designation of beneficiary forms, SF 2823
           If insurance is assigned, accept only
 B-09.24                                                                                 x
           assignee's designation of beneficiary form
           Refer questionable beneficiary designations to
 B-09.25                                                                                        x
           OFEGLI
 B-10      FEGLI - ASSIGNMENTS


   1 October 2003                                                                       6 of 55                                                          Version 1.1
                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                 TASK OWNERS




                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
 B-10.01   Research ABC website and download forms                   x
 B-10.02   Obtain assistance from ABC-C, as needed                   x
 B-10.03   Counsel employees                                                                                               x
           Complete and send assignment forms to
 B-10.04                                                             x
           CPOC
           Receive, verify and file assignment form in
 B-10.05                                                                                       x
           OPF
           Notify employee of effective date of
 B-10.06                                                                                       x
           assignment
 B-10.07   Verify employee has not elected a living benefit                                    x
           Obtain and file the current address of
 B-10.08                                                                       x
           assignees
 B-11      FEGLI - DEATH CASES
 B-11.01   Notify supervisor of death                                                                                              Survivor
 B-11.02   Notify CPAC of death                                x
 B-11.03   If notified, inform CPAC and ABC-C                                                  x
           If CPAC is notified by survivors, notify
 B-11.04   management of the death, request RPA, and                                    x
           notify ABC-C
 B-11.05   Request OPF from CPOC and process NPA                                                                           x
 B-11.06   Ship OPF within 2 workdays of request                                               x
 B-11.07   Immediately prepare RPA                             x
           Complete and submit the Agency Certification
 B-11.08   of Life Insurance (SF 2821) to DFAS within 24                                                                   x
           hours from notice
           Send FE-6 to each assignee and to beneficiary
 B-11.09   if assignee has designated a beneficiary at                                                                     x
           last known address

   1 October 2003                                                                      7 of 55                                                          Version 1.1
                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                TASK OWNERS




                                                                          ADMIN POC



                                                                                                    MACOM



                                                                                                                        ABC-C
                                                                                             CPOC


                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                              COMMENT
           When SF 2821 is returned, immediately send
 B-11.10                                                                                                                  x
           copy to OFEGLI
           Review OPF to extract relevant information on
 B-11.11   survivor's FEGLI entitlements and counsel                                                                      x
           survivors
           Assist survivors with completion of the FE 6
 B-11.12                                                                                                                  x
           claim form
 B-11.13   Forward to OFEGLI                                                                                                      Survivor
 B-12      FEGLI - DEPENDENT DEATH CASES
 B-12.01   Notify ABC-C of dependent death                    x
           Assist employee with completion of the FE 6
 B-12.02                                                                                                                  x
           DEP claim form
 B-12.03   Forward FE 6 to ABC-C                                    x
 B-12.04   Verify and forward FE 6 to OFEGLI                                                                              x
 B-13      FEGLI - DISMEMBERMENT CLAIMS
                                                                                                                                             Representative of employee may
 B-13.01   Notify supervisor of injury                              x
                                                                                                                                             notify
 B-13.02   Notify CPAC of dismemberment                       x
 B-13.03   If notified, inform CPAC and ABC-C of injury                                       x
           If notified, inform management and ABC-C of
 B-13.04                                                                               x
           the injury
           Provide written notification of accident to the
           Office of Federal Employees' Group Life
 B-13.05                                                            x
           Insurance (OFEGLI) at P.O. Box 2627, Jersey
           City, NJ 07303-2627 within 20 days of accident




   1 October 2003                                                                     8 of 55                                                                  Version 1.1
                                                   Civilian Human Resources
                                         Integrated Definition (IDEF) Model/Task Listing

                                  BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                             TASK OWNERS




                                                                       ADMIN POC



                                                                                                 MACOM



                                                                                                                     ABC-C
                                                                                          CPOC


                                                                                                         CHRA
                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
           Obtain Claim for Accidental Means
           Dismemberment Benefit form (FE-7), from
 B-13.06                                                         x
           OPM website and complete Part A; provide
           part C to attending physician to compete
           Contact employee or representative, assist
 B-13.07   with completion of FE-7 and provide                                                                         x
           counseling
 B-13.08   Forward completed form to ABC-C                       x
           Complete part B of FE-7 with 24 hours of
 B-13.09                                                                                                               x
           receipt; forward to OFEGLI
           Contact OFEGLI to ensure notification of
 B-13.10                                                                                                               x
           dismemberment has been received
 B-14      FEGLI - LEAVE WITHOUT PAY
 B-14.01   Notify organization of desire to take LWOP            x
 B-14.02   Approve/disapprove LWOP                         x
           If approving LWOP for greater than 30 days,
 B-14.03                                                   x
           initiate RPA and issue LWOP checklist
           Direct employee to ABC-C for LWOP
 B-14.04                                                                            x
           counseling
 B-14.05   Counsel employees on effects of LWOP                                                                        x
           Monitor suspense date and terminate after 12
 B-14.06                                                                                   x
           months
           Complete Notice of Conversion Privilege (SF
 B-14.07   2819) and Agency Certification of Insurance                                     x
           Status (SF 2821), and mail to employee

 B-15      FEGLI - LIVING BENEFITS


   1 October 2003                                                                  9 of 55                                                          Version 1.1
                                                      Civilian Human Resources
                                            Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                  TASK OWNERS




                                                                            ADMIN POC



                                                                                                      MACOM



                                                                                                                          ABC-C
                                                                                               CPOC


                                                                                                              CHRA
                                                                                        CPAC
                                                                     EMPL
                                                               MGR
                                                                                                                                  OTHER TASK




                                                                                                                     DA
                                                                                                                                    OWNER

TASK #     TASK                                                                                                                                COMMENT
           Counsel on requirements and refer employees
 B-15.01                                                                                                                    x
           to OFEGLI
           Upon receipt of FE-8A from OFEGLI, certify
 B-15.02                                                                                                                    x
           salary, coverage, etc.
 B-15.03   Fax FE-8A to DFAS and mail original to OFEGLI                                                                    x
           Upon receipt of FE-8C (Explanation of
 B-15.04   Benefits) from OFEGLI, prepare NPA with                                                                          x
           appropriate remarks and forward to DFAS
 B-15.05   File the FE-8C in OPF                                                                x
           Forward FE-8C to OPM with other
 B-15.06                                                                                                                    x
           documentation at time employee retires
 B-16      FEGLI - NEW EMPLOYEES
           Provide new employees SF 2817, FEGLI
 B-16.01                                                                                 x
           Booklet, RI 76-21 (pre-appointment packet)
           Advise employees to go to ABC-C website for
 B-16.02                                                                                 x
           appropriate information
           Assist employee with making election or
 B-16.03                                                                                                                    x
           change using automated systems
           Read, complete and submit SF 2817 to CPAC
 B-16.04   during in-processing or through ABC-C                      x
           automated system
           Determine and verify the proper effective date
 B-16.05                                                                                 x
           on the SF 2817 during in-processing
           Certify eligibility by signing the SF 2817 as the
 B-16.06   "authorized agency official" during in-                                       x
           processing
 B-16.07   Forward 2817 to CPOC                                                          x



   1 October 2003                                                                       10 of 55                                                         Version 1.1
                                                      Civilian Human Resources
                                            Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                  TASK OWNERS




                                                                            ADMIN POC



                                                                                                      MACOM



                                                                                                                          ABC-C
                                                                                               CPOC


                                                                                                              CHRA
                                                                                        CPAC
                                                                     EMPL
                                                               MGR
                                                                                                                                  OTHER TASK




                                                                                                                     DA
                                                                                                                                    OWNER

TASK #     TASK                                                                                                                                COMMENT
           Determine and verify the proper effective date
 B-16.08   on the SF 2817 for actions submitted outside                                                                     x
           of in-processing
           Certify eligibility by signing the SF 2817 as the
 B-16.09   "authorized agency official" for other than in-                                                                  x
           processing
           Receive and date stamp each election
 B-16.10                                                                                 x
           received during in-processing
           Input SF-2817 information, if received at in-
 B-16.11                                                                                        x
           processing, and generate NPA
           Download, if necessary, and file the certified
 B-16.12   Part 1 of the SF 2817 on the right side of the                                       x
           OPF
 B-17      FEGLI - OPEN ENROLLMENT PERIODS
           Obtain, complete, and submit election form
 B-17.01                                                              x
           via EBIS/IVERS
                                                                                                                                               Also see "OWCP CASES" task
 B-18      FEGLI - OWCP
                                                                                                                                               listings
           Contact OFEGLI to confirm whether employee
 B-18.01                                                                                 x
           still has optional insurance
           Notify OWCP on CA-7 of employee coverage,
 B-18.02                                                                                 x
           DOB, and pay period in which pay ceased
           Return the SF 2817 to employee for
 B-18.03                                                                                 x
           submission to OWCP
 B-18.04   Counsel employee                                                              x
           Notify CPOC that employee's insurance
 B-18.05                                                                                 x
           should be terminated
 B-18.06   Initiate RPA                                         x




   1 October 2003                                                                       11 of 55                                                                Version 1.1
                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                TASK OWNERS




                                                                          ADMIN POC



                                                                                                    MACOM



                                                                                                                        ABC-C
                                                                                             CPOC


                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                              COMMENT
           Process NPA and provide employees, whose
 B-18.07   insurance terminates, with a SF 2819 and SF                                        x
           2821
           If employee elects to continue coverage, send
 B-18.08   SF 2819 and SF 2821 to OPM along with                                              x
           designations of beneficiary and assignments

 B-19      FEGLI - REEMPLOYED ANNUITANTS
           Ask applicant if they are receiving annuity
 B-19.01                                                                                      x
           payments
           Notify ABC-C that a reemployed annuitant is
 B-19.02                                                                                      x
           hired
 B-19.03   Counsel/assist employee                                                                                        x
           Make FEGLI election using ABC-C automated
 B-19.04                                                            x
           system
           If employee elects FEGLI, print SF 2817 and
 B-19.05                                                                                                                  x
           send to OPM or CPOC to file, as appropriate
           When employment terminates, send
 B-19.06   photocopies to OPM of all SF 2817s filed                                                                       x
           during reemployment
 B-20      FEGLI - RETIREMENTS
 B-20.01   Coordinate pre-retirement sessions                                          x
           Determine retirement date and notify the
 B-20.02                                                            x
           CPAC, ABC-C and supervisor
 B-20.03   Request OPF from CPOC                                                                                          x
 B-20.04   Counsel employee on eligibility and options                                                                    x

 B-20.05   Complete Certificate of Life Insurance, SF 2821                                                                x


   1 October 2003                                                                     12 of 55                                                         Version 1.1
                                                     Civilian Human Resources
                                           Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                 TASK OWNERS




                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
           Provide SF 2821 (along with designation of
           beneficiary forms and assignments) to OPM, if
 B-20.06                                                                                                                   x
           employee is ineligible or elects to discontinue
           insurance
           If employee is eligible to continue, attach SF
           2821/designation of beneficiary forms and/or
 B-20.07   assignments to application and give the                                                                         x
           employee part 2 of SF 2821 along with a
           completed SF 2819
 B-20.08   If no assignee, provide SF 2818 to employee                                                                     x
 B-20.09   Attach original SF 2818 to application                                                                          x
           If effective date of change falls after
 B-20.10   retirement, attach the original and Part 2 of SF                                                                x
           2818 to the SF 2821
           File Part 3 of SF 2821 in the OPF and return it
 B-20.11                                                                                                                   x
           to CPOC
           Counsel separating/qualifying employees that
           FEGLI will be reinstated for postponed
 B-20.12                                                                                                                   x
           MRA+10 and FEGLI will not be reinstated for
           deferred annuity
 B-21      FEGLI - SEPARATIONS
 B-21.01   Notify of intent to separate                              x
 B-21.02   Counsel individual, upon request                                                                                x
           Send necessary forms to employee if
 B-21.03                                                                                       x
           separation is other than death and retirement
           Include remark code B69 on separation NPA
 B-21.04                                                                                       x
           to annotate FEGLI assignment
 B-22      FEGLI - TRANSFERS

   1 October 2003                                                                      13 of 55                                                         Version 1.1
                                                      Civilian Human Resources
                                            Integrated Definition (IDEF) Model/Task Listing

                                    BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                   TASK OWNERS




                                                                             ADMIN POC



                                                                                                       MACOM



                                                                                                                           ABC-C
                                                                                                CPOC


                                                                                                               CHRA
                                                                                         CPAC
                                                                      EMPL
                                                                MGR
                                                                                                                                   OTHER TASK




                                                                                                                      DA
                                                                                                                                     OWNER

TASK #     TASK                                                                                                                                       COMMENT
           Transfer-in existing FEGLI coverage (do not
 B-22.01                                                                                         x
           code as new employee)

 B-23      FEHB (FEDERAL EMPLOYEES HEALTH BENEFITS PROGRAM) - GENERAL TASKS
 B-23.01   Provide advisory services                                                      x
           Coordinate actions with payroll (CSR), CPOC,
 B-23.02   ABC-C, health carriers, etc. to resolve                                        x
           problems
           Assist employees with health carrier issues;
 B-23.03   i.e., carrier cancels coverage for no apparent                                                                    x
           reason
           Assist employees with health benefit changes
 B-23.04                                                                                                                     x
           using automated systems
           Notify employee in writing when health carrier                                                                          Health Insurance
 B-23.05
           drops out of the FEHB program                                                                                                Carrier
           Conduct periodic audits to detect potentially
 B-23.06                                                                                                                     x
           erroneous FEHB coverage
           Submit SF 2809 during in-processing or
 B-23.07                                                               x
           through ABC-C automated system
           If employee is ineligible for FEHB enrollment
           or change to enrollment, provide employee
 B-23.08   with an official "initial decision" with                                                                          x
           reconsideration rights to Field Advisory
           Services
           Determine whether reasons for late elections
 B-23.09   were due to "causes beyond employee's                                                                             x
           control"
           Annotate the SF 2809 with the determination
 B-23.10   that this is a valid late election or belated open                                                                x
           season election

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                                                                                                                     DA
                                                                                                                                    OWNER

TASK #     TASK                                                                                                                                COMMENT
           Prepare and attach to 2809, a memorandum
 B-23.11                                                                                                                    x
           indicating reasons for accepting late elections
 B-23.12   Forward SF 2809 to CPOC for filing                                                                               x
 B-23.13   Answer all questions from employees                                                                              x
           Obtain assistance/guidance from Field
 B-23.14   Advisory Services for general questions or                                                                       x
           from DAPE-CPP-PPE for Army unique issues
           Download and file the certified Part 1 of the SF
 B-23.15                                                                                        x
           2809 on the right side of the OPF
           E-mail or fax questionable cases to DAPE-CPP-
 B-23.16                                                                                                                    x
           PPE
           Terminate coverage on employees who are
 B-23.17                                                                                        x
           eligible to retire but separate
           Terminate enrollment with conversion rights if
 B-23.18                                                                                        x
           postponed MRA+10
 B-24      FEHB - DEATH CASES
 B-24.01   Notify supervisor of death                                                                                               Survivor
 B-24.02   Notify CPAC of death                                 x
 B-24.03   If notified, inform CPAC and ABC-C                                                   x
           If CPAC is notified by survivors, notify
 B-24.04   management of the death, request RPA, and                                     x
           notify ABC-C
 B-24.05   Immediately prepare RPA                              x
           Determine survivor eligibility and, if eligible,
 B-24.06                                                                                                                    x
           transfer enrollment
 B-24.07   If survivors are ineligible, terminate enrollment                                                                x



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                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                                   COMMENT
           Prepare memo transmitting information on
 B-24.08   FEHB documentation thru DFAS to OPM                                                                           x
           pending receipt of the death claim
 B-24.09   Assist employees/survivors                                                                                    x
           If needed, counsel/assist survivors with
 B-24.10   completion of death claims in conjunction                                  x
           with the ABC-C
           FEHB - HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT OF 1996
 B-25
           (BAL 97-208)
           Request certification of preexisting medical                                                                                           Family members may also make
 B-25.01                                                                                                                       Former employee
           condition from carrier                                                                                                                 a request
           Refer former employees and family members
 B-25.02                                                                              x
           to carriers
                                                                                                                               Health Insurance
 B-25.03   Provide certification to employee
                                                                                                                                    Carrier
           Provide HIPAA required enrollee and
 B-25.04   dependent information to health provider via                                                                  x
           OPM Carrier Feed
 B-26      FEHB - LEAVE WITHOUT PAY
 B-26.01   Notify the organization of desire to take LWOP          x
 B-26.02   Approve/disapprove LWOP                           x
           If approving LWOP for more than 30 days,
 B-26.03                                                     x
           initiate RPA and issue LWOP checklist
           Direct employee to ABC-C for LWOP
 B-26.04                                                                              x
           counseling
 B-26.05   Notify CPAC of approved LWOP                            x
           If approved for LWOP, contact ABC-C for
 B-26.06                                                           x
           counseling


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                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Counsel employees on effects of LWOP and
 B-26.07   the option to continue or terminate coverage                                                                 x
           upon employee request
           Obtain handout, "Benefits Summary for
 B-26.08   Appropriated Fund Civilian Employees on                x
           LWOP" from ABC-C website
           Obtain form from ABC-C website, complete
 B-26.09   FEHB Options while in non-pay status, and              x
           forward to CPOC
           Monitor suspense date and terminate if
 B-26.10                                                                                    x
           election not received
           If employee elects to terminate coverage or
           termination occurs automatically, prepare and
 B-26.11                                                                                    x
           distribute SF 2810, Notice of Change in
           Enrollment
           If employee elects to continue coverage and
 B-26.12   pay premiums, forward a copy of the election     x
           form to DFAS for information
 B-26.13   File in OPF                                                                      x
 B-26.14   If returning to duty, notify supervisor                x
 B-26.15   Initiate RPA upon return to duty                 x
 B-26.16   Process return to duty RPA                                                       x
 B-27      FEHB - NEW/NEWLY ELIGIBLE EMPLOYEES
           Explain to new employee how to access
 B-27.01   EBIS/IVERS to establish PIN and make                                      x
           automated elections




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                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Coordinate restored to duty after erroneous
           separation actions with CPOC and employee,
 B-27.02                                                                             x
           provide employee the opportunity to elect
           retroactive or prospective coverage
           Advise employee to go to ABC-C website for
 B-27.03                                                                             x
           appropriate FEHB information
           Counsel employees on eligibility to enroll,
           enrollment events, 5 year
 B-27.04                                                                                                                x
           requirement/waivers, and where to review plan
           brochures
           Refer general questions to Field Advisory
 B-27.05                                                                             x
           Services and Army unique questions to CHRA
           Submit SF 2809 at in-processing or transmit
 B-27.06                                                          x
           electronic election to ABC-C
           Pull suspense report and remind employee of
 B-27.07                                                    x
           election opportunity
 B-28      FEHB - OPEN ENROLLMENT PERIODS
           Obtain open season information from ABC-C
 B-28.01   and OPM websites; complete electronic                  x
           elections via EBIS/IVERS
 B-29      FEHB - REEMPLOYED ANNUITANTS
 B-29.01   Counsel/assist employees                                                                                     x
           If annuity continues, notify OPM of re-
 B-29.02                                                                                    x
           employment at HBPremium@opm.gov
           Upon receipt of confirmation and current
 B-29.03   FEHB enrollment code, transfer in FEHB as of                                     x
           the re-employment date


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                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Suspense action for 60 days to allow
 B-29.04   employee opportunity to waive Premium                                             x
           Conversion
           If Premium Conversion waived notify OPM at
 B-29.05                                                                                     x
           HBPremium@opm.gov
           Notify OPM at HQ and forward hard copy of
           waiver to OPM, Retirement Operations Center,
 B-29.06                                                                                     x
           P.O. Box 45, Boyers, PA 16017, and transfer
           FEHB back to OPM
           If annuity terminates, provide eligible
 B-29.07                                                                                     x
           employee opportunity to elect FEHB coverage
           When employment terminates, determine
 B-29.08   eligibility to continue FEHB and direct                                           x
           employee to ABC-C for counseling
           Notify OPM at HBPremuim@opm.gov and
 B-29.09                                                                                     x
           forward all copies to OPM
           Counsel employee regarding continuation of
 B-29.10                                                                                                                 x
           health coverage and options
           Transfer in FEHB and deduct premiums on
           day following effective date of separation;
 B-29.11                                                                                                                          OPM
           notify annuitant and health carrier that OPM
           will maintain FEHB enrollment
 B-30      FEHB - RESERVISTS CALLED TO ACTIVE DUTY
           Notify the organization of call to active duty
 B-30.01                                                           x
           under Title 10 and desire to take LWOP-US
 B-30.02   Approve/disapprove LWOP                           x
 B-30.03   If LWOP-US is approved, initiate RPA              x



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                                                                                                                     ABC-C
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                                                                                   CPAC
                                                                EMPL
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                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
           Direct employee to ABC-C website for
 B-30.04                                                   x
           information under Uniformed Services
           If approved for LWOP, contact ABC-C for
 B-30.05                                                         x
           counseling
           Counsel employees on effects of LWOP-US
 B-30.06   and options to continue or terminate                                                                        x
           coverage, upon employee's request
           Complete election of benefit forms and
 B-30.07                                                         x
           forward to CPOC
           Receive and review Election of Benefits form
 B-30.08                                                                                   x
           and determine eligibility
           Notify DFAS via Remedy of employee's
 B-30.09                                                                                   x
           election
 B-30.10   Notify supervisor of return to duty                   x
 B-30.11   Initiate RPA upon return to duty                x
 B-30.12   Process return to duty RPA                                                      x
           Notify DFAS via Remedy of employee's return
 B-30.13                                                                                   x
           to duty
 B-31      FEHB - RETIREMENTS
 B-31.01   Coordinate pre-retirement sessions                                       x                                                     CHRA to seek central funding
           Determine retirement date and notify the
 B-31.02                                                         x
           CPAC, ABC-C and supervisor
 B-31.03   Request OPF from CPOC                                                                                       x
           Determine eligibility to carry FEHB into
 B-31.04                                                                                                               x
           retirement
 B-31.05   Assist employees with waiver requests                                                                       x
 B-31.06   Counsel employee on eligibility, cost, etc.                                                                 x
           Make decision on continuing or canceling
 B-31.07                                                         x
           FEHB and notify counselor



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                                                                         ADMIN POC



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                                                                  EMPL
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                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           If employee elects to terminate coverage,
 B-31.08   prepare and distribute SF 2810, Notice of                                                                     x
           Change in Enrollment
           If employee is eligible for FEHB auto waiver
 B-31.09   due to TOF, prepare and attach to the                                                                         x
           retirement application a memo to that effect
           Complete SF 2810 terminating insurance if
 B-31.10                                                                                                                 x
           employee is ineligible to continue
           Attach all SF 2809s/2810s to retirement claims
 B-31.11                                                                                                                 x
           and submit thru DFAS to OPM
           Counsel separating/qualified employees that
 B-31.12   FEHB will be reinstated for postponed                                                                         x
           MRA+10 but not for deferred annuity
 B-32      FEHB - SEPARATIONS
 B-32.01   Counsel/assist employees with benefit actions                                                                 x

 B-33      FEHB - TEMPORARY CONTINUATION OF COVERAGE/SPOUSE EQUITY
           Notify personnel of intent to separate or of
 B-33.01                                                           x
           eligible children/former spouses
 B-33.02   Counsel individual, upon request                                                                              x
 B-33.03   Notify children of rights to TCC                                                                              x
           Receive, process and send enrollment SF
 B-33.04                                                                                                                 x
           2809 to National Finance Center
           Verify eligibility and request additional
 B-33.05                                                                                                                 x
           documents if necessary
           Return enrollee copy to enrollee, file copy of
 B-33.06                                                                                                                 x
           SF 2809 in TCC
 B-33.07   Send SF 2809 to carrier, establish master file                                                                         NFC



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                                                                                                                      DA
                                                                                                                                     OWNER

TASK #     TASK                                                                                                                                 COMMENT
           Change enrollment or request termination of
 B-33.08                                                               x
           enrollment to NFC
           Notify enrollees of Open Season, provide
 B-33.09                                                                                                                     x
           materials as requested
 B-33.10   Receive and process TCC changes                                                                                            NFC
 B-33.11   Monitor and terminate TCC enrollment                                                                                       NFC
 B-34      FEHB - TRANSFERS
           Transfer-in existing FEHB coverage, do not
           code as new employee; refer employee to
 B-34.01                                                                                         x
           ABC-C for in-depth counseling regarding
           options
 B-34.02   Counsel/assist employees with benefit actions                                                                     x
                                                                                                                                                Includes OWCP case
 B-35      FEHB - OWCP
                                                                                                                                                management
                                                                                                                                                Installation Compensation
           Certify eligibility, ineligibility or not enrolled
 B-35.01                                                                                  x                                           ICPA      Program Administrator (ICPA)
           on the CA 7
                                                                                                                                                may be located at the CPAC
           Transfer enrollment if requested by OWCP,
 B-35.02   after 10 months of LWOP, or when employee                                      x                                           ICPA
           separates
           If OWCP determines ineligibility to continue,
 B-35.03                                                                                  x
           monitor FEHB continuation for 365 days
           Transfer-in the enrollment when
 B-35.04   compensation ends (return to full time pay)                                           x
           when notified by ICPA
           If ineligible to continue FEHB, terminate FEHB
 B-35.05   using SF 2810 and attach OWCP transfer out                                            x
           letter when notified by ICPA

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                                                                            ADMIN POC



                                                                                                      MACOM



                                                                                                                          ABC-C
                                                                                               CPOC


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                                                                                                                     DA
                                                                                                                                    OWNER

TASK #     TASK                                                                                                                                   COMMENT
           If employee changes enrollment or terminates
 B-35.06                                                                                 x                                            ICPA
           enrollment, notify OWCP by letter
           If employee is on LWOP 10 months without
 B-35.07   OWCP requesting transfer-in, contact OWCP,                                    x                                            ICPA
           and terminate coverage if not returned to duty

           If employee dies and coverage was transferred                                                                          Department of
 B-35.08
           to OWCP, determine survivor eligibility                                                                                   Labor
           If survivor is ineligible for coverage, notify
 B-35.09                                                                                 x                                            ICPA
           OWCP to terminate deceased coverage
                                                                                                                                  Department of
 B-35.10   Notify survivor of determination of ineligibility
                                                                                                                                     Labor
           Counsel employee on FECA benefits and
 B-35.11                                                                                                                    x         ICPA
           survivor benefits
           If survivor is eligible and elects survivor
 B-35.12                                                                                                                    x
           benefits, transfer enrollment to OPM
           If employee dies and coverage was not
 B-35.13                                                                                                                    x
           transferred to OWCP, determine eligibility
           Forward original standard forms and copies of
 B-35.14                                                                                 x                                            ICPA
           CA forms to CPOC for filing in the OPF
 B-35.15   File original forms in OPF                                                           x
 B-35.16   Maintain Workers Compensation folder                                          x                                            ICPA
 B-36      FLEXIBLE SPENDING ACCOUNTS
           Contact 1-877-FSA-FEDS or refer to
 B-36.01   www.fsafeds.com for program information                    x
           and enrollment assistance




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                                                                  EMPL
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                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Answer Army unique questions regarding
           administrative fees or payroll deduction
 B-36.02   issues; refer employee to Third Party                                                                         x
           Administrator (TPA) at 1-877-FSA-FEDS for
           assistance
           Refer employee to Third Party Administrator at
 B-36.03                                                                              x
           1-877-FSA-FEDS for assistance or ABC-C

 B-37      ID CARDS - LOGISTICAL SUPPORT ELIGIBILITY
 B-37.01   Complete ID card application                            x
 B-37.02   Verify information and sign documentation         x
           Forward complex eligibility decisions to
 B-37.03                                                     x
           PERSCOM for final determinations
           Provide completed documentation to
 B-37.04                                                           x
           PERSCOM for processing
           Provide Letter of Employment for ID and
 B-37.05                                                     x
           ration card issuance (Korea)
 B-38      IMMINENT DANGER PAY
 B-38.01   Provide advice and guidance to employee                                    x
 B-38.02   Complete SF 1190                                        x
 B-38.03   Attach copy of TDY orders and Travel Voucher            x
 B-38.04   Forward to CPAC                                         x
           Review SF 1190, TDY orders and Travel
 B-38.05                                                                              x
           Voucher for completeness
 B-38.06   Forward documents to CPOC                                                  x
           Certify employee's eligibility for post
 B-38.07                                                                                     x
           differential
           Calculate amount by number of days for total
 B-38.08                                                                                     x
           entitlement

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                                                                                   CPAC
                                                                EMPL
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                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                             COMMENT
 B-38.09   Process action in DCPDS                                                         x
 B-38.10   Verify data flow to DFAS                                                        x
           Check DCIPS to ensure employee receives
 B-38.11                                                                                   x
           payment
 B-38.12   Notify CPAC that action is complete                                             x
 B-38.13   File in LQA file                                                                x
 B-39      IN-PROCESSING TASKS - GENERAL
           Establish tentative EOD date and send
 B-39.01   individual's paperwork to the in-processing                                     x
           unit
           Upon notification of EOD/tentative EOD, send
 B-39.02   a pre-appointment packet to the individual                               x
           (DA list attached)
           For special categories, arrange appointment
 B-39.03   with occupational health for appropriate                                 x
           medical test
           Conduct Pre-Employment Physical and                                                                               Occupational   See also "EMPLOYEE MEDICAL
 B-39.04
           establish Employee Medical Record                                                                                    Health      FILES" task listing
 B-39.05   Provide advisory assistance to employee                                  x
 B-39.06   Complete forms and provide them to CPAC               x
           Receive, review forms for accuracy; send
 B-39.07                                                                            x
           security forms to appropriate offices
           Forward routine questions to FAS or to CHRA
 B-39.08                                                                            x
           if issues are Army unique
           Compile appointment packet and forward to
 B-39.09                                                                            x
           CPOC
 B-39.10   Counsel and provide new employee orientation                             x




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                                                                                                                      ABC-C
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                                                                                    CPAC
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                                                           MGR
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                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Answer basic queries, assist with forms, and
           inform employees to mail or transmit forms to
 B-39.11   appropriate office; i.e., CPOC or OPM; refer                              x
           employee to ABC-C for in-depth benefits
           counseling/PIN
           For employees covered under CSRS-Offset,
           provide information about FERS election
 B-39.12                                                                             x
           opportunity, FERS Transfer Handbook and
           refer to ABC-C for in-depth counseling
           Assist employee with establishing ABC-C PIN
 B-39.13                                                                             x
           using EBIS/IVERS
           Administer Oath of Office and have appointee
 B-39.14                                                                             x
           sign SF 61
           Ensure appointee receives copy of Standards
 B-39.15                                                                             x
           of Conduct
           Inform employee where to access FERS
 B-39.16                                                                             x
           information, if eligible to transfer
           Provide information on deposits, redeposits,
 B-39.17   Post 56 deposits; refer employee to the ABC-C                             x
           for in-depth counseling

 B-39.18   Counsel/assist employees with benefit actions                                                                x
 B-39.19   Elect deposit, redeposit, Post 56 deposit              x
           If employee is located at overseas post,
 B-39.20                                                                             x
           explain overseas allowances and differentials




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                                                                                                                      ABC-C
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                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           If employee is located in US territories or
 B-39.21   possessions, explain eligibility for cost-of-                                    x
           living allowance/differential
           Review websites and other available
 B-39.22   information; make elections and mail or                x
           transmit forms, as necessary
           Receive appointee's records before EOD and
 B-39.23   review to determine retirement system;                                           x
           establish/verify SCD-Retirement, etc.
           Input information in DCPDS,
 B-39.24                                                                                    x
           produce/disseminate the NPA
           Ensure FERS election remarks are on
 B-39.25                                                                                    x
           NPA/DCPDS
           Monitor and follow-up on the FERS election
 B-39.26                                                                                    x
           and request for OPF
           If court orders exist, ensure spouses'
 B-39.27                                                                                    x
           consents were obtained
                                                                                                                                           See also "OPF FILES" task
 B-39.28   Establish OPF                                                                    x
                                                                                                                                           listings
 B-39.29   Notify OPM of reemployment of an annuitant                                       x
           Complete forms transferring-in
 B-39.30                                                                                    x
           FEGLI/FEHB/TSP
           If separated FERS employee, request refund
 B-39.31                                                                                    x
           information from OPM




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                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                              COMMENT
           Prepare letter for employees erroneously
           placed in FERS, offering them an opportunity
 B-39.32   to make a "deemed" election to remain in                                           x
           FERS, if appropriate (included in pre-
           appointment packet if error discovered prior
           to EOD)
           If returned to duty pending MSPB decision,
 B-39.33                                                                               x
           coordinate with manager to initiate RPA
           If applicable, provide information to DFAS on
 B-39.34                                                                                      x
           VSIP repayment
 B-40      INTERNAL REVIEW OF TECHNICAL PROCESSES
 B-40.01   Develop DA standardized checklist                                                                       x
           Determine frequency of audit, special areas of
           emphasis and size of the all-inclusive sample;
 B-40.02                                                                                                           x
           e.g., benefits and entitlements, all SCDs, QA
           reviews of DCPDS, etc.
           Compare NPA with OPF and/or RPA on a daily
 B-40.03                                                                                      x
           basis
 B-40.04   Make necessary corrections (NPA and DCPDS)                                         x
           Select the audit team of subject matter experts
 B-40.05                                                                                      x
           from each functional area
 B-40.06   Provide audit team with orientation                                                x
           Select individual actions for review; pull OPF,
 B-40.07                                                                                      x
           supporting records and case files
 B-40.08   Conduct audit of actions IAW DA checklist                                          x
           Conduct audit of CPAC actions IAW DA
 B-40.09                                                                               x
           checklist



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                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
           Expand sample to include additional actions
 B-40.10   of the type which are in violation of the                                           x
           regulations
           Distribute required corrective actions to
 B-40.11                                                                                       x
           appropriate CPOC/CPAC staff
           Set up and monitor suspense dates for
 B-40.12                                                                                       x
           corrective actions, in coordination with CPAC
           After corrections are made, annotate each
 B-40.13   OPF by placing initials and date of audit in ink                                    x
           on most recent NPA
           Prepare written analysis of audit findings and
 B-40.14                                                                                       x
           recommendations
           Discuss necessary corrective actions with
 B-40.15                                                                                       x
           CPOC/CPAC Personnel Officers
           Recommend process improvement and/or
 B-40.16                                                                                       x
           conduct training as needed
           Establish system for continuing evaluation
 B-40.17                                                                                       x
           and measuring improvement
 B-41      LQA/POQ ALLOWANCE - CHANGES
 B-41.01   Complete SF 1190                                          x
           Attach copy of utility receipts/rental
 B-41.02                                                             x
           contract/purchase agreement
 B-41.03   Forward to CPAC                                           x
 B-41.04   Review for completeness                                                      x
 B-41.05   Forward to CPOC                                                              x
           Prorate utility costs and enter information into
 B-41.06                                                                                       x
           DCPDS
           Update suspense tracker for POQ age
 B-41.07                                                                                       x
           requirement and reconciliation date

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                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
 B-41.08   Prepare and send LQA letter to employee                                             x
 B-41.09   Verify data flow to DFAS                                                            x
           Check DCIPS to ensure employee receives
 B-41.10                                                                                       x
           payment
 B-41.11   File in LQA file                                                                    x
 B-42      LQA/POQ ALLOWANCE - MISCELLANEOUS TASKS
 B-42.01   Participate in fraud investigations                                                 x
 B-43      LQA/POQ ALLOWANCE - RECONCILIATION
           Forward reminder to employee of requirement
 B-43.01                                                                                       x
           to do reconciliation
 B-43.02   Complete SF 1190                                          x
 B-43.03   Attach copy of utility receipts                           x
 B-43.04   Forward to CPAC                                           x
           Review for completeness, return to employee
 B-43.05                                                                                x
           if required
 B-43.06   Forward to CPOC                                                              x
           Prorate utility costs and enter information into
 B-43.07                                                                                       x
           DCPDS
 B-43.08   Verify dataflow to DFAS                                                             x
           Check DCIPS to ensure employee receives
 B-43.09                                                                                       x
           payment, if required
           Send letter to employee with new LQA
 B-43.10                                                                                       x
           amounts
           Answer questions/provide assistance to
 B-43.11   employees regarding LQA issues and                                           x
           overpayment issues
 B-43.12   File in LQA file                                                                    x
 B-44      LQA/POQ ALLOWANCE - STARTS



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                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
           Review and determine employee's eligibility to
 B-44.01                                                                                x
           receive LQA/POQ allowance via checklist
 B-44.02   Provide advice and guidance to employee                                      x
 B-44.03   Complete SF1190                                           x
           Attach copy of rental contract/purchase
 B-44.04                                                             x
           agreement and/or receipts and LQA worksheet
 B-44.05   Forward documents to CPAC                                 x
           Review SF1190 and supporting documents for
 B-44.06                                                                                x
           completeness
 B-44.07   Forward documents to CPOC                                                    x
           Review documents, certify eligibility, and
 B-44.08                                                                                       x
           establish case file
           Prorate utility costs and enter information into
 B-44.09                                                                                       x
           DCPDS
           Set up suspense tracker for POQ age
 B-44.10                                                                                       x
           requirement and reconciliation date
           Prepare and send LQA eligibility letter to
 B-44.11                                                                                       x
           employee
 B-44.12   Verify data flow to DFAS                                                            x
           Check DCIPS to ensure employee receives
 B-44.13                                                                                       x
           payment
 B-44.14   File in LQA file                                                                    x
 B-45      LQA/POQ ALLOWANCE - STOPS
 B-45.01   Complete SF 1190 to stop LQA/POQ                          x
 B-45.02   Forward to CPAC                                           x
 B-45.03   Review for completeness                                                      x
 B-45.04   Forward to CPOC                                                              x
 B-45.05   Enter into DCPDS                                                                    x
 B-45.06   Close LQA/POQ case file                                                             x


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                                                                                    CPAC
                                                                 EMPL
                                                           MGR
                                                                                                                              OTHER TASK




                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
  B-46     MONITORING EEC/MECs
           Obtain Anthrax shots and periodic physicals
 B-46.01                                                    x
           for EECs
 B-47      NON-TEMPORARY STORAGE - START/CHANGE/STOP
           Determine employee's eligibility for NTS via
 B-47.01                                                                             x
           checklist; provide advice and assistance
 B-47.02   Provide DD 1164/DA1299 to manager                      x
 B-47.03   Request fiscal year fund cite from RM            x
           Provide fund cite letter to transportation
 B-47.04                                                                                                   x
           annually
 B-48      OPF FILES - GENERAL TASKS
 B-48.01   Provides advisory services                                                x
 B-48.02   Establish, maintain OPF                                                          x
 B-48.03   Reconstruct lost or destroyed OPFs                                               x
 B-49      OPF FILES - NEW EMPLOYEES/TRANSFERS-IN
 B-49.01   Identify any prior Federal service (SF 144)                                      x
           Request personnel records for prior service
 B-49.02                                                                                    x
           from previous agency or NPRC
 B-49.03   Select the correct OPF folder                                                    x
           Request SF 1150, performance records and
 B-49.04                                                                                    x
           medical records, if missing
           Make a copy of SF 1150 (Leave Data) and
 B-49.05                                                                                    x
           forward original to DFAS
           Review/correct errors, remove inappropriately
           filed documents; i.e., SF 181, SF 256, etc.;
 B-49.06                                                                                    x
           locate or reconstruct missing documents,
           combine records in chronological order



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                                                                                                           CHRA
                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
 B-50      OPF FILES - SEPARATIONS/TRANSFERS-OUT/RETIREMENTS
           Review OPF, obtain leave
 B-50.01   data/performance/medical records, and                                             x
           transfer records
           Purge documents in accordance with the
 B-50.02                                                                                     x
           Guide to Personnel Record Keeping
 B-50.03   Forward OPF to ABC-C if employee retires                                          x
           Forward OPF to new activity if employee
 B-50.04                                                                                     x
           transfers
           If employee is leaving government, send OPF
 B-50.05                                                                                     x
           to NPRC
           If employee's near-term reemployment is
 B-50.06                                                                                     x
           possible, retain OPF
           If separation involves military
 B-50.07   service/OWCP/IPA, retain OPF until employee                                       x
           returns or reemployment rights end
           If employee is on RPL, retain OPF until name
 B-50.08                                                                                     x
           is removed
           If employee appeals the separation, retain OPF
 B-50.09                                                                                     x
           until resolved
           If employee is paid severance pay, retain OPF
 B-50.10                                                                                     x
           until severance pay ends
           Send documents erroneously left out of
 B-50.11                                                                                     x
           transferred OPFs to appropriate office
 B-50.12   If employee retires, forward OPF to OPM                                                                       x
 B-51      OPF FILES - UPON RECEIPT
 B-51.01   Verify information on the NPA against OPF                                         x
           Verify SCDs (retirement, leave, RIF, TSP) and
 B-51.02                                                                                     x
           retirement coverage

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                                                                               ADMIN POC



                                                                                                         MACOM



                                                                                                                             ABC-C
                                                                                                  CPOC


                                                                                                                 CHRA
                                                                                           CPAC
                                                                        EMPL
                                                                  MGR
                                                                                                                                     OTHER TASK




                                                                                                                        DA
                                                                                                                                       OWNER

TASK #     TASK                                                                                                                                   COMMENT
 B-51.03   Ensure forms are not missing from the OPF                                               x
           Initiate requests for missing documents
 B-51.04                                                                                           x
           and/or additional personnel records
 B-51.05   File all other appropriate forms in OPF                                                 x
 B-52      OUT-PROCESSING
 B-52.01   Provide advisory services                                                        x
 B-52.02   Notify supervisor of intent                                   x
 B-52.03   Initiate RPA                                            x
           Provide installation out-processing to
 B-52.04                                                           x
           employee; furnish checklist
           Counsel employee on decision (see
 B-52.05                                                                                                                       x
           appropriate task list for retiring, resigning, etc.)

           Complete forms to terminate benefits other
 B-52.06                                                                                           x
           than retirement and death, as appropriate
 B-52.07   Process and distribute NPA                                                              x
           Receive checklist to verify completion of out-
 B-52.08                                                           x
           processing
           Forward NPA with refund/retirement, TSP
 B-52.09   withdrawal, SF-8, 2810, 2819 information to                                             x
           employee, as applicable
 B-53      OVERSEAS TOUR EXTENSIONS
 B-53.01   Provide advice and guidance to employee                                          x
           Identify employees needing tour decisions 13
 B-53.02                                                           x
           months prior to DEROS
 B-53.03   Prepare tour extension documentation                    x
           Make tour extension decision 8 months prior
 B-53.04   to DEROS ; coordinate with Career Program               x
           Manager as appropriate

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                                                                                                                    ABC-C
                                                                                         CPOC


                                                                                                        CHRA
                                                                                  CPAC
                                                               EMPL
                                                         MGR
                                                                                                                            OTHER TASK




                                                                                                               DA
                                                                                                                              OWNER

TASK #     TASK                                                                                                                          COMMENT
           Notify employee of decision and new DEROS
 B-53.05                                                  x
           date
 B-53.06   Obtain signature on Renewal Agreement          x
           Provide tour extension and rotation
 B-53.07                                                  x
           agreement documents to CPAC
 B-53.08   If extended, provide documents to CPOC                                  x
           Update DCPDS of tour extension approval;
 B-53.09   notify CONUS CPAC of tour extension;                                           x
           coordinate extension of return rights
           File Rotation Agreement and decision
 B-53.10                                                                                  x
           documents
           If employee is not extended, or declines
 B-53.11   extension, coordinate PPP registration or                               x
           exercise of return rights
 B-53.12   Brief and register employee in PPP                                      x
           If employee is not extended or declines
           extension and refused PPP registration or
 B-53.13                                                  x
           exercise of return rights, initiate removal
           action
 B-53.14   Initiate out-processing                                                 x
 B-54      OWCP (OFFICE OF WORKERS COMPENSATION PROGRAM) - GENERAL TASKS
           Maintain safe working environment to avoid
 B-54.01                                                  x
           injuries
           Report injuries, safety problems to
 B-54.02                                                        x
           management
 B-54.03   Complete required forms, forward to CPAC       x
           Advise management on forms completion,
 B-54.04                                                                           x
           duty status issues, etc.
 B-54.05   Maintain paperwork, files                                               x
 B-54.06   Assist in worker placement                                              x

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                                                                                                                       ABC-C
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                                                                                     CPAC
                                                                  EMPL
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                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Coordinate with management, Department of
 B-54.07   Labor, health care providers, and involved                                 x
           employees
 B-55      OWCP CASES - CASE MANAGEMENT
 B-55.01   Designate ICPA                                                                                                          x        Determined at the installation
           Forward CA-1/CA-2 forms to OWCP within 10
 B-55.02                                                                              x
           working days of receipt by supervisor
           Forward CA-7 form to OWCP within 5 working
 B-55.03                                                                              x
           days of receipt from employee
           Coordinate use of Nurse Intervention Program
           to achieve early intervention for improved
 B-55.04                                                                              x
           medical management where the projected
           length of disability is prolonged or uncertain
 B-55.05   Request medical examinations from OWCP                                     x
           Use DOD/DOL IC/AQS tracking systems to
 B-55.06                                                                              x
           monitor status of case
           Refer suspected fraud cases to proper
 B-55.07                                                                              x
           investigative authorities
           Coordinate with legal office on claims
 B-55.08                                                                              x
           involving third parties
           Provide technical assistance to employees
 B-55.09                                                                              x
           and managers
           Validate quarterly charge back reports; notify
 B-55.10                                                                              x
           OWCP of errors
           Obtain current medical reports from employee
 B-55.11                                                                              x
           or physician
           Coordinate with safety and occupational
 B-55.12   health to reduce occurrence of employee                                    x
           injuries

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                                                                                                                     ABC-C
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                                                                                                         CHRA
                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
           Attend Civilian Resource Conservation
 B-55.13                                                                            x
           Program Committee meetings
           Ensure that FEHB and FEGLI are transferred
 B-55.14                                                                            x
           to DOL when necessary
           Monitor transfer of function cases; request
 B-55.15                                                                            x
           OWCP to make charge-back changes
           Monitor BRAC cases; request OWCP to make
 B-55.16                                                                            x
           appropriate transfer of cases
 B-56      OWCP - COMMUNICATIONS AND TRAINING
           Prepare personnel publications and written
 B-56.01                                                                            x
           guidance
           Review and validate leave buy-back request
 B-56.02                                                                            x
           CA7A/CA
           Respond to EEO/Army Audit complaints
 B-56.03                                                                            x
           regarding CPAC actions
           Provide briefings to senior
 B-56.04                                                                            x
           management/headquarters on program
 B-56.05   Develop and present local training                                       x
           Advise and update management on open
 B-56.06                                                                            x
           cases
           Establish and maintain case files on each
 B-56.07                                                                            x
           injury
 B-57      OWCP CASES - INITIAL HANDLING
 B-57.01   Notify management of injury/illness                   x
           Ensure employee receives prompt medical
 B-57.02                                                   x
           attention
 B-57.03   Refer employee to medical treatment facility    x
           Complete and provide Form CA-16 if employee
 B-57.04                                                   x
           elects private treatment of traumatic injury


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                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Provide appropriate CA forms or direct
 B-57.05                                                     x
           employee to EDI website
 B-57.06   Complete CA-1/CA-2 form                                 x
           Complete supervisor's portion of CA-1/CA-2
 B-57.07                                                     x
           form within 2 work days
           Sign and return the employee receipt attached
 B-57.08                                                     x
           to CA-1 form
           Advise employee of right to elect continuation
 B-57.09   of pay (COP) or annual or sick leave if time                               x
           loss will occur
           Advise employee whether COP will be
 B-57.10                                                     x
           controverted
           Controvert COP; prepare justification, in
 B-57.11                                                     x
           coordination with ICPA
           Forward CA forms and documentation to ICPA
 B-57.12   within 2 work days from date of receipt from      x
           employee
           Complete CA-7 when disability extends
 B-57.13                                                           x
           beyond COP or other wage loss
           Complete supervisor's portion of CA-7;
 B-57.14   forward to ICPA within 2 work days of receipt     x
           from employee
 B-58      OWCP CASES - REEMPLOYMENT
           Coordinate with management to establish
 B-58.01                                                                              x
           light duty positions
           Monitor COP, initiate RPA in coordination with
 B-58.02                                                     x
           ICPA, if applicable
           Issue CA-17 to treating physician; advise of
 B-58.03                                                     x
           light duty program, in coordination with ICPA


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                                                                                                                    ABC-C
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                                                                                                        CHRA
                                                                                  CPAC
                                                               EMPL
                                                         MGR
                                                                                                                            OTHER TASK




                                                                                                               DA
                                                                                                                              OWNER

TASK #     TASK                                                                                                                          COMMENT
           Coordinate job search to accommodate
 B-58.04                                                                           x
           employee disability
           Notify selective placement coordinator for
 B-58.05                                                                           x
           return to work assistance
           Process personnel actions upon request from
 B-58.06                                                                                  x
           CPAC
 B-59      OWCP CASES - WORK-RELATED DEATH CASES
 B-59.01   Notify supervisor of death                                                                                         Survivor
 B-59.02   Notify CPAC of death                           x
 B-59.03   If notified, inform CPAC and ABC-C                                             x
           Assist survivor in completing claim for
 B-59.04                                                                                                              x
           compensation
           Complete claim for compensation by widow,                                                                                     With assistance from CPAC
 B-59.05                                                                                                                      Survivor
           widower and/or children, et al.                                                                                               and/or ICPA
           Complete supervisor's report of employee's
 B-59.06                                                  x
           death; forward to ICPA within 2 work days
 B-59.07   Upon receipt of death report, notify ABC-C                              x
           Notify OWCP by phone or fax and send
 B-59.08                                                                           x
           completed CA-6 within 30 days
 B-60      PAYROLL INTERFACE
           Check Payroll Advisory Letter (PAL) for
 B-60.01   approved action work-arounds and special                                       x
           processing instructions
           Process action in DCPDS, using work-
 B-60.02                                                                                  x
           arounds, as appropriate
           Check payroll interface reports to ensure
 B-60.03                                                                                  x
           action was transmitted




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                                                                       ADMIN POC



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                                                                                                                     ABC-C
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                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                                 COMMENT
           Review payroll products and takes necessary
 B-60.04                                                                                   x
           action
           Submit Remedy Tickets, in accordance with
 B-60.05   PAL guidelines or when the DFAS system                                          x
           requires update
                                                                                                                             Customer Service
 B-60.06   Review Missing Time and Attendance Reports                                                                         Representative
                                                                                                                                  (CSR)
           Notify CPOC when employees cannot be
 B-60.07                                                                                                                           CSR
           accessed to enter time and attendance
           Review and correct errors on the Payroll
 B-60.08                                                                                   x
           Reconciliation
           Complete and forward reconciliation package
 B-60.09                                                                                   x
           to DFAS
                                                                                                                                                See also "TRAVEL ORDERS"
 B-61      PCS ORDERS
                                                                                                                                                task listing
 B-61.01   Provide advisory services                                                x
           Obtain signature on transportation
 B-61.02                                                                            x
           agreement/rotation agreement, if appropriate
           Has employee complete information
 B-61.03                                                                            x
           questionnaire
           Determine entitlements (PCS, POV, DRSE,
 B-61.04                                                   x
           TQSE, SMA, house hunting, etc.)
           Authorize DRSE and other discretionary
 B-61.05                                                   x
           benefits
           Counsel employee or selectee on travel
 B-61.06                                                                            x
           entitlements
 B-61.07   Prepare travel estimate                         x


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                                                                                                    MACOM



                                                                                                                        ABC-C
                                                                                             CPOC


                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                              COMMENT
 B-61.08   Obtain fund cite                                   x
 B-61.09   Prepare travel orders                              x
 B-61.10   Authenticate travel orders                         x
 B-61.11   Provide copies of orders to employees PCS'ing x
           Provide copies of orders to selectees for first
 B-61.12                                                                               x
           duty station travel
 B-61.13   Obtain port call                                   x
 B-61.14   Give employee passport authorization               x
 B-61.15   Obtain sponsor                                     x
 B-61.16   Forward transportation agreement to CPOC                                    x
 B-61.17   File transportation agreement in OPF                                               x
 B-61.18   Establish reemployment folder                                               x
           Determine allowances (LQA, TQSA, Post
           Allowance, SMA, Ed Travel, on-post housing,
 B-61.19   transportation and storage companies,                                       x
           passport related matters, EML, emergency
           leave)
           Complete final approval and allowance
 B-61.20                                                                                      x
           processing
 B-62      POST ALLOWANCE
 B-62.01   Provide advice and guidance to employee                                     x
 B-62.02   Complete SF 1190                                         x
           Attach copy of PCS orders, birth, marriage
 B-62.03                                                            x
           certificate
 B-62.04   Forward to CPAC                                          x
 B-62.05   Review documentation                                                        x
 B-62.06   Forward to CPOC                                                             x
 B-62.07   Review SF 1190 and documentation                                                   x
 B-62.08   Determine employee's eligibility amount                                            x


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                                                                       ADMIN POC



                                                                                                 MACOM



                                                                                                                     ABC-C
                                                                                          CPOC


                                                                                                         CHRA
                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
 B-62.09   Update DCPDS                                                                    x
 B-62.10   Verify data flow to DFAS                                                        x
           Check DCPDS to ensure that employee
 B-62.11                                                                                   x
           receives payment
 B-62.12   File in LQA file or OPF                                                         x
 B-63      POST DIFFERENTIAL
 B-63.01   Provide advice and guidance to employee                                  x
 B-63.02   Complete SF 1190                                      x
 B-63.03   Attach copy of TDY orders and Travel Voucher          x
 B-63.04   Forward 1190 and documents to CPAC                    x
           Review SF 1190, TDY orders and Travel
 B-63.05                                                                            x
           Voucher for completeness
 B-63.06   Forward documents to CPOC                                                x
           Certify employee's eligibility for post
 B-63.07                                                                                   x
           differential
 B-63.08   Process action in DCPDS                                                         x
 B-63.09   Verify data flow to DFAS                                                        x
           Send Allowance Memo to DFAS with start and
 B-63.10   stop dates and percentages of allowance                                         x
           (current work-around)
           Check DCIPS to ensure employee receives
 B-63.11                                                                                   x
           payment
 B-63.12   Notify CPAC that action is complete                                             x
 B-63.13   File in LQA file                                                                x
 B-64      PRIVACY ACT/FOIA REQUESTS
 B-64.01   Provide advisory services                                                x
 B-64.02   Submit initial request and/or appeals                 x
 B-64.03   Receive request and coordinate with CPOC                                 x



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                                                                          ADMIN POC



                                                                                                    MACOM



                                                                                                                        ABC-C
                                                                                             CPOC


                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                               COMMENT
           If necessary, correct or remove records and
 B-64.04                                                                                      x
           submit questionable case denials to IDA/AARM
           Release records in accordance with FOIA
 B-64.05                                                                                      x
           guidelines
 B-64.06   Issue final decision on appeals                                                    x
 B-64.07   Prepare and file an accounting of disclosure                                       x
 B-64.08   Request review of OPF through CPAC                 x
 B-64.09   Request OPF from CPOC                                                       x
 B-64.10   Receive request and send OPF to CPAC                                               x
           Meet with manager and is present for the
 B-64.11                                                                               x
           review; answer questions, as required
 B-64.12   Return OPF to CPOC                                                          x
 B-64.13   Refile OPF documents                                                               x
 B-65      REEMPLOYED ANNUITANT CASES
           Ask applicant if they are receiving annuity
 B-65.01                                                                                      x
           payments
           Notify agency of receipt of annuity and gross
 B-65.02                                                                                                                          Applicant
           amount
           If disability annuitant, indicate whether OPM
 B-65.03                                                                                                                          Applicant
           has found him/her recovered
           Notify ABC-C if a reemployed annuitant is
 B-65.04                                                                                      x
           hired
 B-65.05   Verify annuitant amount with OPM                                                                               x
           Complete Job Aid # 3 (Chapter 100
 B-65.06                                                                                                                          Applicant
           CSRS/FERS Handbook); forward to ABC-C
           Advise annuitant, in writing, of the effects of
 B-65.07                                                                                                                  x
           reemployment



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                                                                        ADMIN POC



                                                                                                  MACOM



                                                                                                                      ABC-C
                                                                                           CPOC


                                                                                                          CHRA
                                                                                    CPAC
                                                                 EMPL
                                                           MGR
                                                                                                                              OTHER TASK




                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Submit questions from annuitant to ABC-C
 B-65.08                                                                             x
           CPAC/CPOC Inquiry Box
 B-65.09   Contact/counsel annuitant, as necessary                                                                      x
 B-65.10   Process NPA                                                                      x
           Send notification (see Job Aid # 5, Chapter
 B-65.11                                                                                                                x
           100 CSRS/FERS Handbook) and SF 50 to OPM
 B-65.12   Complete OPM Form 1482                                                                                       x
           Notify supervisor and ABC-C of intent to
 B-65.13                                                          x
           separate
 B-65.14   Initiate RPA                                     x
           Give installation out-processing checklist to
 B-65.15                                                    x
           employee
 B-65.16   Complete SF2801 and forward to ABC                     x
 B-65.17   Initiate retirement process                                                                                  x
           Send photocopies of all SF 2817 filed during
 B-65.18                                                                                                                x
           reemployment to retirement system
           If claim for accidental death or
 B-65.19   dismemberment (ADD) is received, send it to                                                                  x
           OFEGLI
 B-66      RETIREMENT - CONTRIBUTION REFUNDS
           Provide NPA with SF2802/3106 and refund fact
 B-66.01                                                                                    x
           sheet to employee
           Complete form, mail to CPOC within 30 days
 B-66.02                                                          x
           of separation
           If unable to meet 30 day suspense, mail form
 B-66.03                                                          x
           to OPM
           If refund request received within 30 days,
 B-66.04   complete agency portion of form and mail to                                      x
           DFAS

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                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
           If refund request received after 30 days, do not
 B-66.05   date stamp or complete agency portion of                                            x
           form; mail form direct to OPM
 B-67      RETIREMENT - DEPOSITS/REDEPOSITS
 B-67.01   If contacted, refer employee to ABC-C                                        x
           If contacted, answer employee's questions
 B-67.02                                                                                                                   x
           and provide counseling
           Obtain SF2803 or SF3108 from
 B-67.03                                                             x
           www.opm.gov/forms or appropriate source
           Complete SF2803 or SF3108 from and mail to
 B-67.04                                                             x
           ABC-C
           Provide info requested by ABC-C to certify
 B-67.05                                                             x
           form
           Complete verification of service, certify
 B-67.06                                                                                                                   x
           SF2803 or SF3108, mail to OPM
           Make payments to OPM upon receipt of OPM
 B-67.07                                                             x
           approval letter
 B-67.08   Provide employee with receipt of payments                                                                                OPM
           When paid in full, send copy of OPM receipt to
 B-67.09                                                             x
           CPOC
 B-67.10   Retain OPM receipt of payment                             x
 B-67.11   File copy of receipt in employee's OPF                                              x
 B-68      RETIREMENT - POST-56 MILITARY DEPOSIT
 B-68.01   If contacted, refer employee to ABC-C                                        x
           If contacted, answer employee's questions
 B-68.02                                                                                                                   x
           and provide counseling
           Obtain application forms from ABC-C website
 B-68.03                                                             x
           or fax-back system


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                                                                        ADMIN POC



                                                                                                  MACOM



                                                                                                                      ABC-C
                                                                                           CPOC


                                                                                                          CHRA
                                                                                    CPAC
                                                                 EMPL
                                                           MGR
                                                                                                                              OTHER TASK




                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Request military earnings from appropriate
 B-68.04                                                          x
           military finance office, if necessary

           Upon receipt of military earnings, complete
 B-68.05                                                          x
           SF2803 or 3108 and send to ABC-C
 B-68.06   Complete OPM Form 1514                                                                                       x
           Review application for accuracy and send to
 B-68.07   DFAS; forward copy of package to CPOC for                                                                    x
           filing in OPF
 B-68.08   File application package on left side of OPF                                     x
 B-68.09   Make arrangement with DFAS to pay deposit              x
 B-68.10   Provide employee with receipt of payments                                                                             DFAS
           When paid in full, send copy of OPM form
 B-68.11                                                          x
           1514 & RI 20-97 to CPOC for filing in OPF
 B-68.12   Retain DFAS receipt of payment                         x
           File payment receipt on right side of OPF and
 B-68.13                                                                                    x
           purge application package from OPF
 B-69      RETIREMENT - VOLUNTARY CONTRIBUTIONS
 B-69.01   If contacted, refer employee to ABC-C                                     x
           Obtain SF2804 from www.opm.gov/forms or
 B-69.02                                                          x
           appropriate source
 B-69.03   Complete SF2804, mail to ABC-C                         x
 B-69.04   Certify SF2804, mail to OPM                                                                                  x
           Make payments to OPM upon receipt of OPM
 B-69.05                                                          x
           approval letter
 B-69.06   Provide employee with receipt of payments                                                                             OPM


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                                                                      ADMIN POC



                                                                                                MACOM



                                                                                                                    ABC-C
                                                                                         CPOC


                                                                                                        CHRA
                                                                                  CPAC
                                                               EMPL
                                                         MGR
                                                                                                                            OTHER TASK




                                                                                                               DA
                                                                                                                              OWNER

TASK #     TASK                                                                                                                          COMMENT
 B-69.07   Retain OPM receipt of payment                        x
           Send copy of OPM's final payment receipt to
 B-69.08                                                        x
           servicing CPOC
 B-69.09   File copy of receipt in employee's OPF                                         x
 B-70      SEPARATE MAINTENANCE ALLOWANCE - START/CHANGE/STOP
 B-70.01   Provide advice and guidance to employee                                 x
 B-70.02   Complete SF 1190                                     x
           Attach copy of justification and supporting
 B-70.03                                                        x
           documentation
 B-70.04   Forward to CPAC                                      x
 B-70.05   Review documentation for completeness                                   x
 B-70.06   Provide recommendation                                                  x
 B-70.07   Forward to CPOC                                                         x
 B-70.08   Review documentation for validity                                              x
 B-70.09   Provide recommendation                                                         x
 B-70.10   Forward to CPD                                                                 x
 B-70.11   Process action in DCPDS                                                        x
 B-70.12   Verify data flow to DFAS                                                       x
           Check DCIPS to ensure employee receives
 B-70.13                                                                                  x
           payment
 B-70.14   Verify that employee has been paid                                             x
 B-70.15   Notify CPAC that action is complete                                            x
 B-70.16   Update suspense tracker with stop date                                         x
 B-70.17   File in LQA file                                                               x
 B-71      SEPARATION CASES - DEFERRED ANNUITIES
 B-71.01   Express intent to resign                             x
 B-71.02   Initiate RPA for employee                      x
           Counsel employee upon request, providing
 B-71.03   information on impact of FERS/CSRS refunds,                                                                x
           TCC (if appropriate)

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                                                                       ADMIN POC



                                                                                                 MACOM



                                                                                                                     ABC-C
                                                                                          CPOC


                                                                                                         CHRA
                                                                                   CPAC
                                                                EMPL
                                                          MGR
                                                                                                                             OTHER TASK




                                                                                                                DA
                                                                                                                               OWNER

TASK #     TASK                                                                                                                           COMMENT
           Verify that employee is ineligible for an
 B-71.04                                                                                                               x
           immediate annuity within 30 days
 B-71.05   Complete SF 2810 (FEHB) and SF 2821 (FEGLI)                                     x
           Process and disseminate NPA, along with the
 B-71.06   refund fact sheet, refund form, rollover                                        x
           information to employee
                                                                                                                                          See also "OPF FILES" task
 B-71.07   Review and closeout OPF                                                         x
                                                                                                                                          listings
 B-72      SEPARATION CASES- TRANSFERS TO NEW ACTIVITY
 B-72.01   Express intent to separate                            x
 B-72.02   Initiate RPA for employee                       x
 B-72.03   Receive RPA, process separation action                                          x
                                                                                                                                          See also "OPF FILES" task
 B-72.04   Review closeout OPF                                                             x
                                                                                                                                          listings
 B-73      SOFA/OFFICIAL PASSPORTS
 B-73.01   Complete necessary paperwork                          x
 B-73.02   Verify information and sign documentation       x
 B-73.03   Take paperwork to PERSCOM for processing              x

 B-74      TQSA
           Determine employee's eligibility to receive
 B-74.01                                                                            x
           TQSA allowance via checklist
 B-74.02   Provide advice and guidance to employee                                  x
           For advance, complete hotel expense estimate
 B-74.03                                                         x
           for first 30 days on SF 1190




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                                                                        ADMIN POC



                                                                                                  MACOM



                                                                                                                      ABC-C
                                                                                           CPOC


                                                                                                          CHRA
                                                                                    CPAC
                                                                 EMPL
                                                           MGR
                                                                                                                              OTHER TASK




                                                                                                                 DA
                                                                                                                                OWNER

TASK #     TASK                                                                                                                            COMMENT
           Every 30 days, submit actual expenses for
 B-74.04   previous 30 days and estimated hotel expense           x
           for subsequent 30 day period on SF1190
 B-74.05   Submit 1190 to CPAC                                    x
           Review 1190 for completeness and submit to
 B-74.06                                                                             x
           CPOC
 B-74.07   Review/complete SF 1190 and fax to DFAS                                          x
 B-74.08   Create TQSA/LQA Case file                                                        x
 B-74.09   Prepare final TQSA reconciliation                x
           Upon final TQSA reconciliation, provide all
 B-74.10   approved TQSA SF-1190s to CPAC, along with             x
           LQA start SF-1190
           Provide final approved TQSA SF-1190s and
 B-74.11                                                                             x
           LQA start documentation to CPOC
 B-75      TRAVEL ORDERS - PCS/RAT/EML/STUDENT TRAVEL
           Determine employee's eligibility to receive
 B-75.01                                                                             x
           travel orders via checklist
 B-75.02   Provide advice and guidance to employee                                   x
 B-75.03   Provide travel orders checklist                                           x
 B-75.04   Request travel orders                                  x
 B-75.05   Obtain necessary fund cites                      x
           Ensure transportation agreement is signed for
 B-75.06                                                    x
           RAT and PCS travel
           Prepare and approve travel orders; amend as
 B-75.07                                                    x
           necessary
           Provide copy of travel orders to employee and
 B-75.08                                                    x
           CPAC
 B-76      TSP (THRIFT SAVINGS PLAN) - GENERAL TASKS
 B-76.01   Provide advisory services                                                 x

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                                                                         ADMIN POC



                                                                                                   MACOM



                                                                                                                       ABC-C
                                                                                            CPOC


                                                                                                           CHRA
                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Assist employee with making election using
 B-76.02                                                                                                                 x
           automated systems
           Conduct periodic audits to detect potentially
 B-76.03                                                                                                                 x
           erroneous TSP coverage
           Coordinate with payroll (CSR), CPOC, and
 B-76.04                                                                              x
           ABC-C to resolve problems
 B-76.05   Initiate action to correct agency errors                                          x
 B-76.06   Notify employees                                                                  x
           Refer questionable cases to the Thrift
 B-76.07   Investment Board and Army unique cases to                                                                     x
           DAPE-CP-PPE
           Attend TSP training from Thrift Investment
 B-76.08                                                                                                                 x
           Board
 B-77      TSP - CATCH-UP CONTRIBUTIONS
           Obtain, complete, and submit election form
 B-77.01                                                           x
           through the ABC-C automated system
           Refer employees to ABC-C for assistance and
 B-77.02                                                                              x
           counseling
           Answer employees questions regarding TSP
 B-77.03                                                                                                                 x
           catch-ups
 B-78      TSP - DEATH CASES
 B-78.01   Submit notification of death                                                                                          Survivor
           Send survivors TSP-17, Application for
 B-78.02                                                                                                                 x
           Account Balance of Deceased Participant
           Provide counseling on how balance will be
 B-78.03                                                                                                                 x
           paid
 B-78.04   Furnish death certificate and appropriate form                                                                        Survivor

 B-79      TSP - LOANS


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                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
 B-79.01   Request information and download forms                    x
 B-79.02   Assist employee, where necessary                                                                                x
 B-79.03   Submit loan application                                   x
 B-79.04   Process the application                                                                                                  NFC
 B-80      TSP - NEW ENROLLMENTS
 B-80.01   Provide counseling                                                                                              x
           Determine eligibility to participate in TSP, TSP
 B-80.02                                                                                       x
           SCD, and effective date of election
           Download and file automated TSP-1 copy on
 B-80.03                                                                                       x
           right side of OPF
 B-80.04   Prepare TSP-19 for transferring employees                                           x
 B-81      TSP - OPEN ENROLLMENT PERIODS
           Obtain, complete, and submit election form
 B-81.01                                                             x
           through the ABC-C automated system
           Answer employees questions regarding open
 B-81.02                                                                                                                   x
           season
 B-82      TSP - RETIREMENTS
           Determine eligibility for an immediate or
 B-82.01                                                                                                                   x
           deferred annuity
           Includes TSP Withdrawal Information Sheet in
 B-82.02                                                                                       x
           separation packet
           Counsel employee on withdrawal options, if
 B-82.03                                                                                                                   x
           eligible
           Verify that employee is eligible for withdrawal
 B-82.04                                                                                                                   x
           method selected
 B-82.05   Coordinate with payroll, when necessary                                                                         x
 B-83      TSP - SEPARATIONS
           Determine eligibility for an immediate or
 B-83.01                                                                                                                   x
           deferred annuity


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                                                                          ADMIN POC



                                                                                                    MACOM



                                                                                                                        ABC-C
                                                                                             CPOC


                                                                                                            CHRA
                                                                                      CPAC
                                                                   EMPL
                                                             MGR
                                                                                                                                OTHER TASK




                                                                                                                   DA
                                                                                                                                  OWNER

TASK #     TASK                                                                                                                              COMMENT
           Include TSP Withdrawal Information Sheet in
 B-83.02                                                                                      x
           separation packet
           Counsel employee on withdrawal options, if
 B-83.03                                                                                                                  x
           eligible
           Verify that employee is eligible for withdrawal
 B-83.04                                                                                                                  x
           method selected
 B-83.05   Coordinate with payroll, when necessary                                                                        x
 B-84      UNEMPLOYMENT COMPENSATION
           Maintain a supply of SF-8, Notice to Federal
 B-84.01   Employee About Unemployment Insurance'                                      x
           forms
           Issue SF-8 to all separating employees before
 B-84.02                                                                               x
           or during out-processing
           File claim for unemployment compensation
 B-84.03                                                            x
           with SEAS
           Complete SF-935, "Claimant's Affidavit of
 B-84.04   Federal Civilian Service, Wages and Reasons              x
           for Separation"
           Receive, validate, and return ES 931 and/or
 B-84.05   391A, 394 and 936, "Request for Wage and                                    x
           Separation Information" and copy of SF-935
           Track claims using the UC module of the DOD
 B-84.06                                                                               x
           IC/UC system
           Respond to other forms or notices within the
 B-84.07                                                                               x
           times specified by the SESA
           Respond to inquiries regarding protested
 B-84.08                                                                               x
           unemployment claims




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                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
           Represent management at hearings and
 B-84.09   appeals relating to protested unemployment                                   x
           claims
 B-84.10   File appeals on forms approved by the SESA                                   x
 B-84.11   Attend appeal hearings with management                                       x
           Ensure that all parties are advised and attend
 B-84.12                                                       x
           hearings as appropriate
 B-85      VOLUNTARY RETIREMENT - GENERAL TASKS
           Coordinate answers with payroll (DFAS),
 B-85.01                                                                                x
           CPOC, and ABC-C to resolve problems
           Resolve payroll problems for employees on
 B-85.02   TSP, FEGLI, Health Benefits, SCD dates and                                          x
           retirements
           Ensure training of all employees who are
 B-85.03                                                                                                                   x
           responsible for the retirement program
 B-85.04   Process reinstatements and back pay actions                                         x
           Educate supervisors about the need to submit
 B-85.05                                                                                x
           timely RPAs
           File copies of pending requests for firefighter,
 B-85.06   law enforcement, and air traffic controller                                         x
           retirement coverage on left side of OPF

           File approvals/disapprovals on right side of
 B-85.07                                                                                       x
           the OPF and notify the affected employees
           Monitor LWOP and intermittent service and
 B-85.08                                                                                       x
           adjust SCD-Retirement accordingly
           Direct employee to EBIS/IVRS to obtain
 B-85.09                                                                                                                   x
           personal annuity estimate



   1 October 2003                                                                      53 of 55                                                         Version 1.1
                                                    Civilian Human Resources
                                          Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                               TASK OWNERS




                                                                         ADMIN POC



                                                                                                   MACOM



                                                                                                                       ABC-C
                                                                                            CPOC


                                                                                                           CHRA
                                                                                     CPAC
                                                                  EMPL
                                                            MGR
                                                                                                                               OTHER TASK




                                                                                                                  DA
                                                                                                                                 OWNER

TASK #     TASK                                                                                                                             COMMENT
           Receive requests for retirement annuity
           estimates for employees, who have
 B-85.10                                                                                                                 x
           complicated service, within one year of
           retirement
           Using an automated system, generate
 B-85.11                                                                                                                 x
           computation and forward to employee
 B-86      VOLUNTARY RETIREMENT CASES - APPLICATION PROCESS
           Request retirement estimate from ABC-C
 B-86.01   within 1 year in advance of planned retirement          x
           date
           Request OPF from the CPOC to verify the
 B-86.02                                                                                                                 x
           accuracy of retirement information
           Complete and provide employee with
 B-86.03                                                                                                                 x
           retirement estimate
 B-86.04   Notify supervisor of plans to retire                    x
 B-86.05   Explain customary exit procedures                 x
 B-86.06   Obtain necessary forms from ABC-C website               x
           Request DFAS verify completion of military
 B-86.07                                                           x
           deposit
           Complete and return application with
 B-86.08   appropriate forms to ABC-C 60 days in                   x
           advance of retirement
           Answer employees' questions and assist in
 B-86.09                                                                                                                 x
           completing necessary forms
           If less than 6 months before separation date,
 B-86.10   attach and forward SF 2803/3108 with                                                                          x
           retirement packet
 B-86.11   Provide TSP withdrawal information                                                                            x
 B-86.12   Provide Federal/State tax information                                                                         x


   1 October 2003                                                                    54 of 55                                                         Version 1.1
                                                     Civilian Human Resources
                                           Integrated Definition (IDEF) Model/Task Listing

                                   BENEFITS, ENTITLEMENTS AND TECHNICAL SERVICES
                                                                                                 TASK OWNERS




                                                                           ADMIN POC



                                                                                                     MACOM



                                                                                                                         ABC-C
                                                                                              CPOC


                                                                                                             CHRA
                                                                                       CPAC
                                                                    EMPL
                                                              MGR
                                                                                                                                 OTHER TASK




                                                                                                                    DA
                                                                                                                                   OWNER

TASK #     TASK                                                                                                                               COMMENT
 B-86.13   Explain OWCP versus disability, if applicable                                                                   x

           Provide employee with a copy of "Where and
           How to Direct Questions to OPM"; caution
 B-86.14                                                                                                                   x
           against contacting OPM until the employee is
           notified the application was forwarded
           Explain how the retirement packet is
 B-86.15                                                                                                                   x
           processed by personnel, DFAS and OPM
           Input timeliness element showing when
 B-86.16                                                                                                                   x
           complete application was received
           Receive application and perform quality
 B-86.17                                                                                                                   x
           control review using audit form
 B-86.18   Complete agency checklist                                                                                       x
 B-86.19   Complete OPM Form 1510; send to ABC-C                                        x
           Attach the OPM Form 1510, if Discontinued
 B-86.20                                                                                                                   x
           Service Retirement
 B-86.21   Review OPF                                                x
           Assemble the application packet IAW OPM
 B-86.22                                                                                                                   x
           guidance
           Make a copy of the application; file the copy in
 B-86.23   a retirement folder to assist in resolving                                                                      x
           questions posed by OPM
 B-86.24   Process NPA                                                                                                     x
           Forward to DFAS within a minimum 14 days
 B-86.25                                                                                                                   x
           prior to separation
 B-86.26   Provide a retirement letter to each employee                                                                    x
           Complete individual retirement record and
 B-86.27                                                                                                                            DFAS
           forward to OPM NLT 30 days after separation


   1 October 2003                                                                      55 of 55                                                         Version 1.1

				
DOCUMENT INFO
Description: Unemployment Compensation document sample