OPM Seal U.S. Office of Personnel Management

FY 2000
Budget Justification/Performance Plan


(Transfers From The Trust Funds - continued)

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RIS Goal 8
FY 1999/2000:
A baseline is established regarding the quality of agency submissions to the retirement system based on OPM reports to agencies that include information about how many of the retirement claims submitted were complete and ready for immediate processing.
Means Blue Arrow Head  Complete the project that was started during FY 1998 to develop the tracking systems needed to measure, by agency, the number of new retirement claims that are fully documented, and the number that require further documentation in order to compute the full annuity benefit due to retirees.
Blue Arrow Head  In addition to reporting on timeliness or retirement submissions, develop a periodic report, in concert with agency officials, that will provide information to agencies on the quality of their submissions.
Blue Arrow Head  Coordinate with agencies to determine what the acceptable levels of Governmentwide performance regarding the completeness of claims should be.
    
Indicators/Performance Results Blue Arrow Head   A baseline level of agency performance will be established during FY 2000, based on quality data collected by the tracking system developed in FY 1999, and communicated to agencies by the end of FY 2000.

In September 1998, RIS completed a comprehensive plan to develop during FY 1999 information regarding the quality of agency submissions, which will be communicated to the agencies as a part of our regular quarterly reporting to them. The quality of agency submissions refers to the completeness of the retirement application packages when they are received from the agencies for new retirees. RIS estimates that approximately 40% of all new retirement packages require further documentation before the full annuity benefit can be calculated and paid to these customers. Currently it takes nearly 50 days to process these "undeveloped" claims, versus the average of 23 days it took to process fully documented claims during FY 1998. RIS believes that by working with the agencies to improve not just the timeliness of their retirement submissions, but also the quality of these packages, they will be able to process a larger portion of the total retirement claims workload in less than 30 days.

Blue Arrow Head   FY 2000 OPM Customer Satisfaction Survey results will indicate that HR Directors and Specialists find this quality information is useful toward improving their internal retirement processes. RIS will develop additional questions for the FY 2000 survey to collect this information.

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Web Page Created 14 May 1999