Federal Financial Shared Services Resources

HJS is taking a leading role in  the government’s efforts to shift to a shared services model.  The links on this page are key documents which chart the course for Shared Services in the Federal Sector. We would be glad to include additional resources that you would like to see. Please  Contact Us  and let us know what you would like to include.

OMB Memo M 16-11 dated May 4, 2016OMB_M-16_11, Improving Administrative Functions Through Shared Services.




The Office of Financial Innovation and Transformation (FIT) recently distributed two sets of documents to Federal agencies in support of Office of Management and Budget (OMB) Memorandum 13-8, Improving Financial Systems Through Shared Services.  The first set of documents supports agencies who are seeking financial management shared services from one of the four designated Federal Shared Service Providers (FSSP).  These draft “Quick Guides” outline the four phases of the Federal Agency Migration Evaluation (FAME) process and include the  artifacts that all customer agencies and FSSPs must complete during the process of selecting an FSSP.

Quick Guide 1

Quick Guide 2

Quick Guide 3

Quick Guide 4

The second document is the Federal Financial Management Services Catalog.  The catalog is intended to assist Federal agencies in procuring financial management services from Federal shared service providers (FSSPs). The catalog promotes the Federal government’s move to improving transparency and standards across financial management shared services in several ways:

  • Identifies and defines the mandatory financial management shared services that   FSSPs must offer;
  • Defines the common outputs generated from these services;
  • Presents pricing considerations and FSSPs’ unit prices for these services; and
  • Provides up-to-date information based on actual prices and services.

FIT will publish an updated catalog in early 2015 to include, among other changes, the addition of price ranges from the four designated FSSPs and mandatory service level agreement metrics.

Federal Financial Management Services Catalog




Provider Guidance Provider and Customer Agency Governance document from Treasury

Finmktgovern Financial Marketplace Governance document from Treasury

AGA CPAG Brief Latest AGA CPAG Brief on Federal Shared Services

HJS_RG_SS_Bifold HJS-RG Shared Services BiFold

2014_FSS_Report FSS_Executive_Report_2014

OMB-13-08 Overarching OMB Policy Directive on Shared Services

A-123 Appendix D Appendix D to OMB Circular A-123

Shared Service Strategy Federal Information Technology Shared Services Strategy

CIOC FSS Implementation Guide CIO Council Federal Shared Services Implementation Guide

Fed CIO Shared Approach Federal CIO Memo on Shared Approaches to IT Services

Gov FM Conf 21 Aug 2013 How to Navigate the New Policy Presentation at Government FM Conference, August 21, 2013

Presentation to Tech America Discussion with TechAmerica on Financial Management Shared Services Blueprint

Feedback on SS Quals Qualifications for FM Shared Service Providers

GAO-10-808 GAO Report 10-808:
Experience with Prior Migration and Modernization Efforts Provides Lessons Learned for New Approach

FM LoB Checklist FM LoB Checklist from Migration Planning Guidance

Competition Framework OMB Memo on Competition Framework for FM LoB Migrations

Implementing FSS Policy Treasury Memo on Implementing FM Shared Services Policy


Links to Federal Agencies with Shared Systems already implemented:

National Science Foundation Shared Service System Information
Department of Transportation Enterprise Shared Services Center
Department of Interior Business Center
Department of the Treasury Administrative Resource Center
Department of Health and Human Services Program Support Center

Additional Resources:

OPM Shared Services Center Catalog


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