HR Connect Industry Day

1. HR Connect Industry Day January 20, 2011

2. Agenda • Welcome/introductions/ground rules • Background • Acquisition strategy/timeline • HR Connect concept of operations • Wrap-up

3. Agenda • Welcome/introductions/ground rules • Background • Acquisition strategy/timeline • HR Connect concept of operations • Wrap-up

4. Ground Rules • No handouts will be provided • Focus for today • Provide background information to vendors • Intention • Increase competition • Any question/any time

5. The “Fine Print” • The remarks today by the HR Connect Program Office are not a guarantee of the Treasury’s course of action in proceeding with this procurement. • The information shared today represents current HR Connect program status and may change based on internal and external circumstances. • The formal solicitations, when issued, are the only documents that should be relied upon in determining the Treasury’s official requirements.

6. Today’s Objectives • Mitigate project risk by removing as much ambiguity as possible; develop realistic expectations for HR Connect and industry, before release of RFP • Inform industry of current acquisition status/seek industry’s feedback on approach, viability and risks as they relate to industry’s ability to meet Treasury’s HR IT requirements • Encourage industry to gain better insight into current HR Connect capabilities, Treasury customer requirements, and IT management processes/ mitigate risks

7. Agenda • Welcome/introductions/ground rules • Background • Acquisition strategy/timeline • HR Connect concept of operations • Wrap-up

8. What is HR Connect? • Designated HR LOB since 2005 • Strength and relevance through HR/IT collaboration • Dedicated and service-oriented • Outward-looking • Established in 2000/Serving 150,000 • Major customers: • All Treasury Bureaus • GAO • HUD • Alcohol, Tobacco, & Firearms (Justice) • U.S. Secret Service (Homeland Security) • Aligns with human capital mission

9. Today’s HR Connect • Integrated platform: information/processes/tools • Supported by a hybrid of products – customized COTS, SaaS applications and other federal applications • PeopleSoft HRMS 9.0 and PeopleTools • New user interface • Expanded functionality • EODS • Workforce Analytics/MD 715 compliant • Other considerations: Monster Government Solutions, Plateau LMS, NFC payroll integration, eOPF etc.

10. Recent / Current Projects • System of Record – complete by 9/2011 • Enhanced EODS (incl. provisioning/pre-hire) – complete by 9/2011 • Integrated Talent Management application • Competency management • Performance management • Workforce planning • Career development • Building identity management (PDS) • Employees • Contractors • Service-oriented architecture (SOA) • Upgraded LMS to Plateau 6.2 • Portal: employees and managers

11. Agenda • Welcome/introductions/ground rules • Background • Acquisition strategy/timeline • HR Connect concept of operations • Wrap-up

12. Current Thinking – Acquisition Strategy • Two contract vehicles: • Operations, maintenance and improvement (firm fixed price contract via TIPSS-4) • New projects (firm fixed price and time and materials BPA via GSA, Schedule 70) • Goals: • Maintain effective and efficient operation • Maximize flexibility and innovation: customers gain more value for their money

13. HR Connect Government Team • Manages relationships • Sets the vision • Works with non-Treasury customers and Treasury Bureaus • Works with contractor partners through hands-on engagement, and on-site

14. Contract Components One vendor for Operations/Maintenance Performance Work Statement/Firm, Fixed Price Multiple Vendors for New Work (Blanket Purchase Agreement/Firm, Fixed Price and Time and Materials) • Management • Technical Architecture (System Administration, Database Administration, Network Administration) • Development (Functional Requirements, Design, Development, and Deployment) • Deployments for New Customers • Configuration Management • Functional Enhancements • System Problem Reports • Pay Adjustments • Interfaces • Tier 3 Support • Includes optional CLINS, e.g. O&M of new customers • Software patches and upgrades • Usability Improvements and Web Design • Deployments for new customers • Emerging Technologies • New Projects • Usability Improvements and Web Design

15. Operations and Maintenance Contract • Treasury Enterprise HR IT Capability (with an interface to the National Finance Center) that meets Federal HR Business Requirements • Entry on Duty, Workforce Analytics, Employee, Manager, and HR Self Service for Employees, Managers, and Human Resources Practitioners, ePerformance • Information security • Technical architecture • Functional requirements • Software development • Test and evaluation • Deployment • Production operations • Maintenance and improvement • Integration to software as a service product suite includes eOPF, CareerConnector, Treasury Learning Management System, Timekeeping, Integrated Talent Management, and Bureau unique systems • Optional CLINs, primarily for acceptance of products from the BPA – examples: two new customer deployments per year ; two new projects per year; one usability improvement project insertion per year

16. BPA Workstreams • Deployments for new customers • Phase I (Fit-Gap Review) • Phase II (Deployment) • Cost to transition to O&M will be part of deployment price, if appropriate

17. BPA Workstreams • New Technologies • Phase I: technology assessment • Phase II: prototype (proof of concept) • Phase III: verification (capability built to HR Connect standards) • Phase IV: validation (capability meets validated functional requirements) • Cost to transition to O&M part of new technology implementation project, if appropriate

18. BPA Workstreams • New Projects • Phase I: requirements • Phase II: design • Phase III: development and unit test • Phase IV: acceptance • Cost to transition to O&M will be part of the new project cost, if appropriate

19. BPA Workstreams • Usability improvements, web design, and deployment • Phase I: technology assessment • Phase II: prototype (proof of concept) • Phase III: verification • Phase IV: validation • Cost to transition to O&M part of usability improvement project cost, if appropriate

20. BPA Workstream Transition to Operations and Maintenance • Government Responsibilities: • Technical authority and final authority for portfolio of capabilities • Requirements Management • Test and Evaluation • Final authority on design • Contract Management and oversight of all activities

21. BPA Workstream Transition to Operations and Maintenance • BPA vendor responsibilities: • Plan and develop new capabilities • Transition the new capabilities to O&M based on established criteria: • Developed in accordance with standards to ease transition to O&M • Pass government user acceptance testing • Provide consulting support after production go-live for period of time, depending on complexity (Government’s option)

22. BPA Workstream Transition to Operations and Maintenance • O&M vendor responsibilities: • Responsibility for operations, maintenance, and improvement • Plan for acceptance of new capabilities (both technologies and new projects) developed under the BPA • Ensure that new capabilities can be maintained • Accept responsibility to maintain new capabilities upon government approval

23. Acquisition Timeline Goals / Assumptions • Request for proposal • end of second quarter, FY 2011 • Contracts awarded • end of fourth quarter, FY 2011 • Period of Performance: • O&M (TIPSS - 4), base + 5 option years • BPA (GSA Schedule 70), base + 5 option years

24. Agenda • Welcome/introductions/ground rules • Background • Acquisition strategy/timeline • HR Connect concept of operations • Wrap-up

25. Key Performance Parameters • Available - 99.0% • Usable - 90% customer satisfaction level • Continuously improved - 100% of deployment milestones achieved • NIST Security Categorization – • HR Connect categorized as a High System per NIST guidelines • EODS categorized as a Moderate System per NIST guidelines • Interoperable - 100% interface accuracy with downstream systems • Compliant - Meets OPM HR LOB HR and payroll requirements

26. Infrastructure Data Center Footprint • Five O&M Managed HR Connect Data Centers • IRS Detroit Computing Center (DCC) • HR Connect Production, Development & Test • EODS Development & Test • USDA National Information Technology Center (NITC) • HR Connect DR site • OPM Macon, GA • Public Internet facing EODS PeopleSoft Portal application • Production and UAT • www.workplace.gov/DO/ • test.workplace.gov/DO/ • OPM manages physical hardware, network and O/S • HRCPO O&M vendor manages applications and portal databases. • OPM Boyers, PA • EODS DR site • HR Connect Program Office, Washington, DC • Business Intelligence (BI) Reporting servers • HRCPO Network hardware

27. Infrastructure (cont’d) O&M WAN & LAN Information • Treasury network – TNET • Wide Area Nework (WAN) provider is AT&T • Managed under the Networx Universal contract • Maintains “treasury.gov” network • HR Connect Virtual Lans (VLAN) • Managed by HRCPO O&M vendor • Two domains • Remote system administration to all HRCPO managed data centers. • Utilize secure SSH, SFTP & Terminal Server access. • In-house Certificate Authority (CA) for non-production applications and servers.

28. O&M Vendor Managed Infrastructure Software Sun Solaris 10 Operating System Windows 2003 Operating System Cisco Network hardware Fujitsu, Netapp & DataDomain Storage Symantec NetBackup Veritas Cluster Server, File System and Volume manager software HR Connect HCM application Oracle 10gR2 Peopletools 8.49.16 Integration Broker EODS Peoplesoft Portal application Oracle 11gR1 Oracle Advance Security Option – Transparent Data Encryption Peopletools 8.50.03 Integration Broker PIV Data Synchronization (PDS) application Oracle 11gR1 SOA repository Oracle Fusion Middleware 11.1.1.3.0 Weblogic 10.3.3 Jdeveloper Studio 11.1.1.3.0 Infrastructure (cont’d) 28

29. Infrastructure (cont’d) O&M Vendor Managed Infrastructure Hardware

30. Infrastructure (cont’d) • HR Connect has configurable functionality for customer needs • One business unit with 17 unique SETIDs • Approximately 20,000 customizations (objects touched) • External Objects as of 10/27/10 ~ 1,000 • PeopleSoft Objects as of 10/27/10 ~ 19,000 • Job scheduling: Control-M • Configuration Management Tools: Rational Unified Productivity Package (RUP) • WAN provider: AT&T

31. Wrap-Up Thank You For Attending!!!