PEOPLE FIRST

1. PEOPLE FIRST Department of Management Services State of Florida Orientation Session & Briefing October 7, 2002

2. PEOPLE FIRST • Contract Signed – August 21, 2002 • Transition Teams – Began Agency Meetings on August 26, 2002 • Recruitment and Selection – May 1, 2003 • General HR and Payroll Preparation – June 1, 2003 • Insurance and Benefits – January 1, 2004

3. The Process Phases Sign-Off Sign-Off Business Blueprint Project Preparation Configure (Realization) Test & Staff (Final Prep.) “Go Live” • Plan and prepare for the project • Define common terminology • Gather Technical Requirements • Gather Business Requirements • Define Interfaces • Scope Definition • Implement the requirements as defined in the Blueprint • Perform final Integration testing • Staff the Service Center • Staff Training • Perform User Acceptance Testing • First Contact! • Transition to ongoing Operations QA checkpoints Project Management (Project Plan, Meetings, Issue/Risk Management) Change Enablement and Communication

4. Program Management Discipline Best Practices Tangible Benefits • Project Management Office • Certified Processes • Standard Approach • Scope Definition (Blueprint) • Milestones w/ Critical Path • Communication • Standard Controls • Integrated Project Plan(s) • Budget / Cost Management • Risk Management • Resource Planning • Web-based PMO tools • A proven methodology • Depth & breadth of experience • A shared commitment for success • Prioritized work plan delivering early results • Senior management involvement through the Steering Committee

5. Program Management Tools

6. DELIVERABLES • Transition Plan (Due September 18, 2002) – Review in progress • Security Plan (Due September 18, 2002) – Review in progress • Work Plans – Delivered October 2, 2002 • Business Blueprint Phase, Realization Phase, Final Preparation Phase • Change Management Plan, Training Plan, Business Continuity Plan • Records, Interfaces, Contingency Operations

7. DELIVERABLES • Work Plans – Delivered October 2, 2002 • 4 Functions • Staffing Administration • Payroll Administration • Human Resources Administration • Benefits Administration • Migration and Interim Services Plan (Receive within 180 days)

8. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • Subject Matter Experts • Represent agencies in a consistent unified approach • Serve as single point of contact for Convergys • Validate understanding of policies, statutes, business rules and processes for each functional area • Provide additional insight for agency unique needs

9. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • Staffing / Sourcing / Recruitment Administration • Position Requisition • Sourcing, Tracking and Screening Applicants • Interview, Selection and Review of Candidates • Verify Employment Eligibility • Offers • Qualified Applicant Pool • Same Day/Seasonal Applicants

10. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • Payroll Preparation & Administration • Time Definition and Business Rules • Leave Types and Accruals • Time and Leave Approval Process • Special Payments and Separation Payouts

11. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • General HR Administration • New Hire Orientation & Process • Organizational Structure and Positions • HR Learning • Employee Assistance Programs • Employment Verification • Compensation, Classification & Broadbanding

12. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • General HR Administration • Labor and Employee Relations • Performance Evaluations and Bonuses • Worker’s Compensation • Change Personal and Work Data • Separations and Reductions in Force

13. WORKGROUP ACTIVITIES • Work Plans – Delivered October 2, 2002 • Benefits Administration • Eligibility • Covered Population & Non-COPES Users • COBRA • Leave Programs

14. WORKING GROUPS • All 4 Work Plans -- Work Groups • Policy, Rules and Collective Bargaining Contracts • Records and Personnel Files • Reports • Technology – Systems and Interfaces • Contingency Operations • Security, Sensitive State Agencies, Health and Safety • Organizational Structure • LAS/PBS Budget • Communications

15. WORKING GROUPS • Payroll • Time & Cost Accounting, Leave, Attendance • Payroll Preparation & Comptroller’s Staff • Human Resource Administration • Employee Assistance Programs • Training, Staff Development, & Education • Bonuses and Performance Evaluations • Employee Relations • Classification, Compensation & Broadbanding • Performance Metrics

16. WORKING GROUPS • Benefits • Benefits Administration & Workers’ Compensation • Staffing Administration • Recruitment & Selection; Employee In-Out Processing

17. Projected Need for SME Feedback

18. Feedback Process

19. High-Level Work-Plan (Staffing Sample)

20. CHANGE MANAGEMENT AND TRANSITION • Employees – commitment for priority consideration of qualified applicants with provider and placement in program areas (350+ employees for service center) • Residual workforce – policy, management, discipline and grievances • Transition – gradual roll out by function, parallel testing • Communication – project management, performance measures, and change enablement • Continuous training for employees and managers • Leverage industry best practices to improve quality of service – transform the state to an e-environment

21. WHAT WILL EACH AGENCY LOOK LIKE • Personnel to handle discipline, grievances, labor relations, and policy development • Contract administration -- Person to person interface with provider on behalf of the agency • Residual organization – Focus on Management and Policy • Retain “Government in Nature” responsibilities only – routine transactions will be outsourced

22. For more information contact: Fran Brooks, Project Director Department of Management Services State of Florida 850/488-2187 MyFlorida.com website: http://www.myflorida.com/dms/hrm/hrout/HR_Outsourcing_Project.html