[{
"Business-Standards": "HR",
"Sub-section":"Separation and Retirement",
"Business Lifecycle": [{

"hcm-A6-1": [{"Identifier":"HCM.A6-1.010", "Activity":"Separation Policy, Management, and Administration", "Description":"Interpreting Federal regulations, advising on Agency separation policies, and counseling on benefits entitlement.  The service outcome(s) will include, but not limited to:<ul><li>determination of benefit eligibility</li><li>separations processing</li><li>Quality control review of separations documentation to determine accuracy and compliance</li><li>facilitate and manage the development of agency-specific separation tools, as needed </li><li>coordination with stakeholders to support the administration of separation programs</li><li>Separations reports, as needed</li><li>guidance to stakeholders</li><li>agency-specific separations strategy as needed </li><li>agency-specific separations policies and procedures as needed</li></ul>"}],

"hcm-A6-2": [{"Identifier":"HCM.A6-2.010 ", "Activity":"Retirement Policy Management", "Description":"Interpreting Federal regulations, developing Agency-specific strategy and policy/guidance, and advising stakeholders on Agency retirement policies. The service outcome(s) will include, but not limited to:<ul><li>agency-specific retirement strategy as needed </li><li>agency-specific retirement policies, as needed </li><li>guidance to stakeholders</li></ul>"}, {"Identifier":"HCM.A6-2.020", "Activity":"Retirement Education and Preparedness", "Description":"Implementing retirement communication plan to educate and counsel employees. The service outcome(s) will include, but not limited to:<ul><li>retirement programs communication and education plan</li><li>marketing materials</li><li>retirement/financial literacy education seminars and briefings, etc. </li><li>retirement counseling to employee</li><li>promote awareness of retirement/financial literacy tools</li></ul>"}, {"Identifier":"HCM.A6-2.030", "Activity":"Retirement Program Management & Administration", "Description":"Determining employee retirement eligibility and benefit entitlement, and developing and submitting the retirement package for eligible employees.  The service outcome(s) will include, but not limited to:<ul><li>retirement counseling to employee</li><li>retirement application processing </li><li>Quality control review of employee retirement package to determine accuracy and compliance</li><li>Standard Operating Procedures (SOPs), as needed</li><li>coordination with stakeholders to support the administration of retirement programs</li><li>Retirement reports, as needed</li></ul>"}]
 ,

"hcm-a5-1": [{"Identifier":"HCM.A5-1.010", "Activity":"Compensation Strategy Development", "Description":"Setting the overarching goals and priorities at the organizational level. The service outcome(s) will include, but not limited to: <ul>\n\t<li>agency-specific compensation strategy to include, but not limited to:</li>\n\t<li>analysis and overview of the environment / climate impacting agency compensation management initiatives</li>\n\t<li>compensation program objectives</li>\n\t<li>documented plan for communicating strategic compensation management priorities</li>\n\t<li>documented plan for evaluating, enforcing, and reporting progress against compensation management strategic objectives</li>\n</ul>"}, {"Identifier":"HCM.A5-1.020", "Activity":"Compensation Policy and Procedure Management ", "Description":"Designing, developing, implementing, and managing compensation policies, programs, and procedures to meet agency strategies. The service outcome(s) will include, but not limited to: <ul>\n\t<li>agency-specific pay systems, if applicable</li>\n\t<li>policies, programs, and procedures to support implementation of agency compensation strategy</li>\n</ul>"}, {"Identifier":"HCM.A5-1.030", "Activity":"Agency Compensation Administration ", "Description":"Setting and calculating employee compensation properly in accordance with agency compensation strategy, policies, programs, and  procedures.  The service outcome(s) will include, but not limited to: <ul>\n\t<li>compensation is set accurately</li>\n\t<li>audit of employee compensation and supporting documentation to determine accuracy and compliance</li>\n\t<li>agency review to ensure automatic pay processing systems are aligned with agency compensation strategy, policies, programs, and procedures</li>\n\t<li>advisory services to stakeholders on pay setting and compensation flexibilities</li>\n</ul>"}, {"Identifier":"HCM.A5-1.040", "Activity":"Compensation Research and Advisement ", "Description":"Researching and interpreting compensation laws and regulations in order to provide strategic advisory services to agency leadership and managers. The service outcome(s) will include, but not limited to:\n<ul><li>accurate advice and guidance</li></ul>"}, {"Identifier":"HCM.A5-1.050", "Activity":"Payroll Processing", "Description":"Define and maintain the processes, business rules, and calculations necessary to accurately and efficiently execute payroll for employees paid by the Federal Government. Outcomes include, but are not limited to:\n<ul><li>Processes and workflows for integrating with HR and Time and Attendance systems and other resources necessary to calculate and execute payroll (e.g., third party Interfaces, benefits systems, etc.) \n</li><li>Leave and earning statements for every employee\n</li><li>Calculated results for amounts payable to appropriate payees (e.g. employees, beneficiaries, taxing authorities, etc.)\n</li><li>Furnish appropriate compensation documents (e.g., W-2s, 1099s, etc.) to employees and other stakeholders (e.g., IRS, OPM, TSP, Treasury)\n</li><li>Leave accrual and balance maintenance\n</li><li>Integrated payroll workflow management capability </li>\n</ul>"}, {"Identifier":"HCM.A5-1.060", "Activity":"Payroll Data Capture, Transfer, and Reporting", "Description":"Capture, analyze, and report compensation data. Outcomes include, but are not limited to:\n<ul><li>Standard payroll and compensation program reports\n</li><li>Error reporting \n</li><li>Ad-hoc reporting\n</li><li>Data transfers between agencies, certified providers, and vendors</li>\n</ul>"}, {"Identifier":"HCM.A5-1.070", "Activity":"Payroll System Administration", "Description":"Provide and maintain administrative and logistical activities related to payroll systems and records management. Outcomes include, but are not limited to:\n<ul><li>Audit trails \n</li><li>Updated and maintained employee record \n</li><li>Historical payroll information for all employees\n</li><li>Continuity of operations plan</li>\n</ul>"}, {"Identifier":"HCM.A5-1.080", "Activity":"Payroll System Change Management", "Description":"Provide and maintain change management activities related to payroll systems. Outcomes include, but are not limited to:\n<ul><li>Formalized process for tracing and documenting the translation of federal policy to functional, and then to technical requirements </li>\n</ul>"}],

"hcm-a5-2": [{"Identifier":"HCM-A5-2.010", "Activity":"Work Schedule and Leave Policy Development and Management", "Description":"Establishing, maintaining, and enforcing agency work schedule and leave policy.  The service outcome(s) will include, but not limited to:\n<ul><li>agency WSLM needs assessment \n</li><li>objectives for the management and oversight of agency WSLM\n</li><li>agency WSLM policy, in accordance with all applicable federal rules and regulations \n</li><li>agency WSLM policy assessment and review as needed</li>\n</ul>"}, {"Identifier":"HCM.A5-2.020", "Activity":"Develop Work Schedule and Leave Management Standard Operating Procedures", "Description":"Designing, maintaining, and updating prescribed methods to be followed routinely for the capture and administration of Time and Attendance and Leave Management. SOPs must be approved by designated agency officials. The service outcome(s) will include, but not limited to:\n<ul><li>documented, agency approved procedures detailing how employee timecard and leave management activities will be performed\n</li><li>communicate agency-approved Time and Attendance and Leave Management procedures to employees\n</li><li>updated agency-approved Time and Attendance and Leave Management procedures based on changing policy or other factors</li>\n</ul>"}, {"Identifier":"HCM.A5-2.030", "Activity":"Work Schedule Development and Management", "Description":"Providing and maintaining employee's work schedule so that it corresponds with the employee's actual work requirements to accomplish the mission of the agency. The service outcome(s) will include, but not limited to:\n<ul><li>developed and approved employee work schedules\n</li><li>employee work schedule edits or changes </li>\n</ul>"}, {"Identifier":"HCM.A5-2.040", "Activity":"Time Card Management", "Description":"Recording, validating, certifying, and amending/correcting Time & Attendance. The service outcome(s) will include, but not limited to:\n<ul><li>method and process for employee/timekeeper to record employee time worked\n</li><li>method and process for timekeeper/supervisor/employee to validate employee Time and Attendance \n</li><li>method and process for certifying official to approve finalized employee time cards\n</li><li>method and process for employees and approved personnel to amend/correct time cards\n</li><li>method and process for employees to request and record leave and premium pay, and for approving official to review request and take appropriate action</li>\n</ul>"}, {"Identifier":"HCM.A5-2.050", "Activity":"T&A Transmittal", "Description":"Creating batch process for transmittal of Time & Attendance  data to Payroll Provider.  The service outcome(s) will include, but not limited to:\n<ul><li>T&A batch processing \n</li><li>T&A data transmittal to Payroll Provider\n</li><li>track and manage the T&A transmittal process to Payroll Provider\n</li><li>coordination with Payroll Provider to remediate transmittal and Time &Attendance issues</li>\n</ul>"}, {"Identifier":"HCM.A5-2.060", "Activity":"T&A Reporting", "Description":"Extracting reports on the captured Time & Attendance data.  The service outcome(s) will include, but not limited to:\n<ul><li>captured, stored, exportable  time and attendance data\n</li><li>standard and ad hoc employee time and attendance reports </li>\n</ul>"}],

"hcm-a5-3": [{"Identifier":"HCM.A5-3.010", "Activity":"Benefits Policy and Procedure Management", "Description":"Interpreting and advising on Federal and Agency benefit policies and designing agency benefits strategy, policies, and procedures.   The service outcome(s) will include, but not limited to:\n<ul><li>agency-specific benefits strategy as needed \n</li><li>agency-specific benefits policies and procedures as needed \n</li><li>accurate advice and guidance </li>\n</ul>"}, {"Identifier":"HCM.A5-3.020", "Activity":"Agency-level Benefits Administration ", "Description":"Managing eligibility and enrollment for benefits programs.   The service outcome(s) will include, but not limited to:\n<ul><li>accurate determination of enrollment eligibility\n</li><li>accurate benefits processing\n</li><li>customer service (e.g., error remediation, system support, processing issues)\n</li><li>Audit of employee benefit documentation to determine accuracy and compliance\n</li><li>Standard Operating Procedures (SOPs), as needed\n</li><li>facilitate and manage the development of agency-specific benefit tools, as needed \n</li><li>coordination with stakeholders to support the administration of benefits programs\n</li><li>Benefits reports, as needed</li>\n</ul>"}, {"Identifier":"HCM.A5-3.030", "Activity":"Benefits Counseling and Communication", "Description":"Implementing benefits communication strategy to educate and counsel employees. The service outcome(s) will include, but not limited to:\n<ul><li>benefits programs communication and education plan\n</li><li>marketing materials\n</li><li>benefits education seminars and briefings, etc. \n</li><li>benefits counseling \n</li><li>promote awareness of established benefits tools</li>\n</ul> "}],

"hcm-a5-4": [{"Identifier":"HCM.A5-4.010", "Activity":"Work-life Strategy, Program, and Policy Development ", "Description":"Developing Agency Work-Life strategies, programs, and, policies. The service outcome(s) will include, but not limited to:\n<ul><li>agency work-life strategy, which may include, but not limited to:\n     </li><li>analysis and overview of the environment / climate impacting  agency work-life initiatives\n      </li><li>work-life program objectives \n      </li><li>documented plan for communicating  strategic work-life priorities to stakeholders\n     </li><li>documented plan for evaluating, enforcing, and reporting progress  \n        against work-life strategic objectives \n</li><li>agency Work-life Programs policies, as needed</li>\n</ul>"}, {"Identifier":"HCM.A5-4.020", "Activity":"Work-life Programs Administration", "Description":"Administering Work-life Programs. The service outcome(s) will include, but not limited to:\n<ul><li>Work-life Programs marketing materials and communication plan\n</li><li>employee guidance on participation and access to Work-life Programs\n</li><li>determination of enrollment eligibility as required\n</li><li>Work-life Programs processing and customer service \n</li><li>Standard Operating Procedures (SOPs), as needed\n</li><li>Implementation of plan for evaluating, enforcing, and reporting progress against work-life strategic objectives</li>\n</ul> "}]
}],

"Business Capabilities": [
{"Capability ID":"HCM.A6-1.010.010", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Develop agency separation and/or retirement strategy, as needed. ", "Authoritative Reference":"5 U.S. Code § 306"},

{"Capability ID":"HCM.A6-1.010.020", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Conduct periodic reviews of separation and retirement programs and procedures to ensure compliance with policies, procedures, and internal controls.", "Authoritative Reference":"5 U.S. Code Chapter 84"},

{"Capability ID":"HCM.A6-1.010.030", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Communicate the impact of separation and retirement legislation, regulations, policies, guidelines, and/or protocols to stakeholders.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-1.010.040", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Develop separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.050", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Deliver separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-1.010.060", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Define objectives for agency's separation and retirement programs.", "Authoritative Reference":"5 U.S. Code § 306; 5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-1.010.070", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Develop separation and retirement policies and procedures to meet agency's strategic objectives.", "Authoritative Reference":"5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-1.010.080", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Tracking data to enable evaluation of progress toward agency separation and retirement strategic objectives.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-1.010.090", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Adjust strategic goals and objectives based on program evaluation results.", "Authoritative Reference":"5 U.S. Code § 306; 5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-1.010.100", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P/O", "Business Capability Statement":"Develop and/or provide training and education to retirement and separation staff on separation and retirement counseling, processing, policies, and regulations, as needed.", "Authoritative Reference":"5 CFR § 850.106"},

{"Capability ID":"HCM.A6-1.010.110", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P/O", "Business Capability Statement":"Provide appropriate counseling and guidance to employees regarding separation and retirement processes and procedures, options, rights, and benefits.", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-1.010.120", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P/O", "Business Capability Statement":"Provide employee(s) with the necessary information for separation and retirement.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.130", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Compile and provide separation packet upon confirmation of separation.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-1.010.140", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Process notification of separation and/or retirement (e.g. SF-52) in accordance with OPM's Guide to Processing Personnel Actions. ", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-1.010.150", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Track relevant employee separation and/or retirement activities until completed.", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-1.010.160", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P/O", "Business Capability Statement":"Communicate all separation and retirement personnel actions to employee. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-1.010.170", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Verify that an employee has provided the necessary separation/retirement documents.", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-1.010.180", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Review separation/retirement documentation for accuracy and completeness.", "Authoritative Reference":"5 CFR § 839.101"},

{"Capability ID":"HCM.A6-1.010.190", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Determine employee eligibility for Separation and/or Retirement Benefits.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.200", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Develop agency-specific checklists for separation or retirement activities/processes, as needed.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.210", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Prepare, validate, and certify the IRR (agency or designated provider).", "Authoritative Reference":"5 CFR § 850.302"},

{"Capability ID":"HCM.A6-1.010.220", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Certify separation and/or retirement package forms.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.301 "},

{"Capability ID":"HCM.A6-1.010.230", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Provide the employee/beneficiary with a copy of a completed retirement / death package.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.240", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Transmit retirement / death package to Payroll / OPM.", "Authoritative Reference":"5 CFR § 850.301"},

{"Capability ID":"HCM.A6-1.010.250", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Provide notification to employee with relevant separation information. (e.g., Governmentwide benefits, agency-specific benefits, contact information).", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.260", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Remediate separation / retirement processing and transmittal errors as needed.", "Authoritative Reference":"No authoritative source identified"},

{"Capability ID":"HCM.A6-1.010.270", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Transmit Electronic Official Personnel Folder (eOPF) to appropriate location post separation (e.g., gaining agency, NARA) within timeframe as specified by policy.", "Authoritative Reference":"5 CFR § 850.301"},

{"Capability ID":"HCM.A6-1.010.280", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"O", "Business Capability Statement":"Provide tool for employees to calculate/view estimated retirement and/or separation benefits. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.290", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Verify that a lump sum payment of unused annual leave is paid to the employee.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-1.010.300", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Collect and maintain individual separation and retirement documentation in case file management system.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 841.106"},

{"Capability ID":"HCM.A6-1.010.310", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Establish Standard Operating Procedures (SOPs) as needed.", "Authoritative Reference":"36 CFR § 1220.30"},

{"Capability ID":"HCM.A6-1.010.320", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P/O", "Business Capability Statement":"Generate and provide separation and retirement data and reports to stakeholders.", "Authoritative Reference":"5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-1.010.330", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Support timely responses to Congressional inquiries and/or other mandates.", "Authoritative Reference":"5 CFR § 841.106; 5 CFR § 293.103 "},

{"Capability ID":"HCM.A6-1.010.340", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Maintain the Official Personnel Folder (OPF) and Electronic Official Personnel Folder (eOPF) according to OPM guidelines.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-1.010.350", "Function":"HCM.A6-1 Separation Counseling", "Activity Name":"HCM.A6-1.010 Separation Policy, Management, and Administration", "Input/Output/Process":"P", "Business Capability Statement":"Track and manage records in accordance with NARA’s General Records Schedule or an agency-specific records schedule", "Authoritative Reference":"5 U.S. Code § 2953"},

{"Capability ID":"HCM.A6-2.010.010", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Track and manage records in accordance with NARA’s General Records Schedule or an agency-specific records schedule", "Authoritative Reference":"5 U.S. Code § 306"},

{"Capability ID":"HCM.A6-2.010.020", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Transmit Electronic Official Personnel Folder (eOPF) to appropriate location post separation (e.g., gaining agency, NARA) within timeframe as specified by policy.", "Authoritative Reference":"5 U.S. Code Chapter 84"},

{"Capability ID":"HCM.A6-2.010.030", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P/O", "Business Capability Statement":"Ensure separation and retirement records are properly maintained in accordance with NARA's General Records Schedule.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.010.040", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"O", "Business Capability Statement":"Develop separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.010.050", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Deliver separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.010.060", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P/O", "Business Capability Statement":"Define objectives for agency's separation and retirement programs.", "Authoritative Reference":"5 U.S. Code § 306; 5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-2.010.070", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P/O", "Business Capability Statement":"Develop separation and retirement policies and procedures to meet agency's strategic objectives.", "Authoritative Reference":"5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-2.010.080", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Tracking data to enable evaluation of progress toward agency separation and retirement strategic objectives.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-2.010.090", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Adjust strategic goals and objectives based on program evaluation results.", "Authoritative Reference":"5 U.S. Code § 306; 5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-2.010.100", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"O", "Business Capability Statement":"Create retirement package/case file upon receipt of application.", "Authoritative Reference":"5 CFR § 831.104; 5 CFR § 850.201"},

{"Capability ID":"HCM.A6-2.010.110", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.010 Retirement Policy Management", "Input/Output/Process":"P", "Business Capability Statement":"Support timely responses to Congressional inquiries and/or other mandates.", "Authoritative Reference":"5 CFR § 841.106; 5 CFR § 293.103 "},

{"Capability ID":"HCM.A6-2.020.010", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P", "Business Capability Statement":"Conduct periodic reviews of separation and retirement programs and procedures to ensure compliance with policies, procedures, and internal controls.", "Authoritative Reference":"5 U.S. Code Chapter 84"},

{"Capability ID":"HCM.A6-2.020.020", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P/O", "Business Capability Statement":"Communicate the impact of separation and retirement legislation, regulations, policies, guidelines, and/or protocols to stakeholders.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.020.030", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Develop separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.020.040", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P", "Business Capability Statement":"Deliver separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.020.050", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P", "Business Capability Statement":"Facilitate, or provide access to, retirement seminars and trainings to employees.", "Authoritative Reference":"5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-2.020.060", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Develop communication plan and update as necessary.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.020.070", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Provide appropriate counseling and guidance to employees regarding separation and retirement processes and procedures, options, rights, and benefits.", "Authoritative Reference":"5 CFR § 293.103"},

{"Capability ID":"HCM.A6-2.020.080", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Provide tool for employees to calculate/view estimated retirement and/or separation benefits. ", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.020.090", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Establish Standard Operating Procedures (SOPs) as needed.", "Authoritative Reference":"36 CFR § 1220.30"},

{"Capability ID":"HCM.A6-2.020.100", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"O", "Business Capability Statement":"Generate and provide separation and retirement data and reports to stakeholders.", "Authoritative Reference":"5 U.S. Code § 8350"},

{"Capability ID":"HCM.A6-2.020.110", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P", "Business Capability Statement":"Support timely responses to Congressional inquiries and/or other mandates.", "Authoritative Reference":"5 CFR § 841.106; 5 CFR § 293.103 "},

{"Capability ID":"HCM.A6-2.020.120", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.020 Retirement Education and Preparedness", "Input/Output/Process":"P", "Business Capability Statement":"Track and manage records in accordance with NARA’s General Records Schedule or an agency-specific records schedule", "Authoritative Reference":"5 U.S. Code § 2953"},

{"Capability ID":"HCM.A6-2.030.010", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Conduct periodic reviews of separation and retirement programs and procedures to ensure compliance with policies, procedures, and internal controls.", "Authoritative Reference":"5 U.S. Code Chapter 84"},

{"Capability ID":"HCM.A6-2.030.020", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Communicate the impact of separation and retirement legislation, regulations, policies, guidelines, and/or protocols to stakeholders.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.030.030", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Develop separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.040", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Deliver separation and retirement communication content and guidance. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.030.050", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Tracking data to enable evaluation of progress toward agency separation and retirement strategic objectives.", "Authoritative Reference":"5 CFR § 850.301"},

{"Capability ID":"HCM.A6-2.030.060", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Develop and/or provide training and education to retirement and separation staff on separation and retirement counseling, processing, policies, and regulations, as needed.", "Authoritative Reference":"5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.030.070", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Facilitate, or provide access to, retirement seminars and trainings to employees.", "Authoritative Reference":"5 U.S. Code § 1402"},

{"Capability ID":"HCM.A6-2.030.080", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Develop communication plan and update as necessary.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.090", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Provide appropriate counseling and guidance to employees regarding separation and retirement processes and procedures, options, rights, and benefits.", "Authoritative Reference":"5 CFR § 293.103"},

{"Capability ID":"HCM.A6-2.030.100", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Provide employee(s) with the necessary information for separation and retirement.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.110", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Create retirement package/case file upon receipt of application.", "Authoritative Reference":"5 CFR § 831.104; 5 CFR § 850.201"},

{"Capability ID":"HCM.A6-2.030.120", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Process notification of separation and/or retirement (e.g. SF-52) in accordance with OPM's Guide to Processing Personnel Actions. ", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-2.030.130", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Track relevant employee separation and/or retirement activities until completed.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-2.030.140", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Communicate all separation and retirement personnel actions to employee. ", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.106"},

{"Capability ID":"HCM.A6-2.030.150", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Verify that an employee has provided the necessary separation/retirement documents.", "Authoritative Reference":"5 CFR § 850.301"},

{"Capability ID":"HCM.A6-2.030.160", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Review separation/retirement documentation for accuracy and completeness.", "Authoritative Reference":"5 CFR § 839.101"},

{"Capability ID":"HCM.A6-2.030.170", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Determine employee eligibility for Separation and/or Retirement Benefits.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.180", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Develop agency-specific checklists for separation or retirement activities/processes, as needed.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.190", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Review eOPF and document any creditable service such as civilian, military, Peace Corps and Multinational Force and Observers (MFO) service.", "Authoritative Reference":"No authoritative source identified"},

{"Capability ID":"HCM.A6-2.030.200", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Prepare Certified Summary of Federal Service and estimate of benefits.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.210", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Prepare, validate, and certify the IRR (agency or designated provider).", "Authoritative Reference":"5 CFR § 850.302"},

{"Capability ID":"HCM.A6-2.030.220", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Certify separation and/or retirement package forms.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 850.301 "},

{"Capability ID":"HCM.A6-2.030.230", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Provide the employee / beneficiary with a copy of a completed retirement / death package.", "Authoritative Reference":"5 U.S. Code § 8350; 5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.240", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Transmit retirement / death package to Payroll / OPM.", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.250", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Remediate separation / retirement processing and transmittal errors as needed.", "Authoritative Reference":"No authoritative source identified"},

{"Capability ID":"HCM.A6-2.030.260", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"In the case of retirement application denial, assist/support employee with due process, if applicable.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-2.030.270", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Transmit Electronic Official Personnel Folder (eOPF) to appropriate location post separation (e.g., gaining agency, NARA) within timeframe as specified by policy.", "Authoritative Reference":"5 CFR § 850.301"},

{"Capability ID":"HCM.A6-2.030.280", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Provide tool for employees to calculate/view estimated retirement and/or separation benefits. ", "Authoritative Reference":"5 CFR § 850.105"},

{"Capability ID":"HCM.A6-2.030.290", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Verify that a lump sum payment of unused annual leave is paid to the employee.", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"},

{"Capability ID":"HCM.A6-2.030.300", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Collect and maintain individual separation and retirement documentation in case file management system.", "Authoritative Reference":"5 U.S. Code § 8347; 5 CFR § 841.106"},

{"Capability ID":"HCM.A6-2.030.310", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Establish Standard Operating Procedures (SOPs) as needed.", "Authoritative Reference":"36 CFR § 1220.30"},

{"Capability ID":"HCM.A6-2.030.320", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"O", "Business Capability Statement":"Generate and provide separation and retirement data and reports to stakeholders.", "Authoritative Reference":"5 U.S. Code § 8350"},

{"Capability ID":"HCM.A6-2.030.330", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Support timely responses to Congressional inquiries and/or other mandates.", "Authoritative Reference":"5 U.S. Code § 2953"},

{"Capability ID":"HCM.A6-2.030.340", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Maintain the Official Personnel Folder (OPF) and Electronic Official Personnel Folder (eOPF) according to OPM guidelines.", "Authoritative Reference":"5 CFR § 9.2"},

{"Capability ID":"HCM.A6-2.030.350", "Function":"HCM.A6-2 Retirement Planning and Processing", "Activity Name":"HCM.A6-2.030 Retirement Program Management & Administration", "Input/Output/Process":"P", "Business Capability Statement":"Track and manage records in accordance with NARA’s General Records Schedule or an agency-specific records schedule", "Authoritative Reference":"5 CFR § 850.105; 5 CFR § 293.103"}

],
"Standard Data Elements": {
    "Standard Data Elements": "/assets/files/downloads/hr/retirement/HCM Data Standards_A6 (Separation and Retirement).xlsx"
},
"Service Measures": {
    "Service Measures": "/assets/files/downloads/hr/retirement/HCM Service Measures_A6 (Separation and Retirement).xlsx"
}
}]