NIST Administrative Manual, Subchapter 9.03
Transmittal Date - 11/17/06

APPENDIX C

CHECKLIST FOR ORGANIZATIONAL CHANGES

The following checklist is provided to help managers and implementation team members systematically determine and accomplish those actions appropriate to the implementation of a proposed organizational change.

ANALYSIS AND PLANNING (See Appendix B)

- Determine impact on resources

-- staff
-- funding (appropriated, overhead, reimbursable, and other-agency)
-- equipment
-- space
--facilities

- Prepare explanation of proposed change
- Meet with implementation team

BUDGET REPROGRAMMING [See Subchapter 9.03.06; responsibility of the Budget Division.]

- Prepare notification of reprogramming and/or organizational change
- Clear notification of reprogramming and/or organizational change with the Program Office when required

PERSONNEL MANAGEMENT

- Prepare new and/or edit existing position descriptions
- Prepare Form SF-52, Request for Personnel Action
- Prepare new and/or edit existing performance agreements
- Determine payroll contact points and timekeepers; notify the payroll technician in the Human Resources Management Division
-Account for all current staff in new organizational unit(s)
-Prepare Form CD-516, Classification Performance Management Record

FINANCIAL MANAGEMENT

- Revise structure of cost centers
- Transfer current-year and prior-year accruals, unliquidated obligations, and authorizations
- Revise overhead rates
- Revise organizational fiscal plans

EQUIPMENT MANAGEMENT

- Conduct physical inventory
- Transfer equipment

SPACE MANAGEMENT

- Reallocate space
- Schedule moves

OTHER

- Schedule telephone changes and make telephone directory changes
- Obtain door signs
- Update building directory
- Revise distribution lists
- Revise organizational directory
- Publish room and telephone changes in the Administrative Calendar
- Conduct precious metals inventory and transfer precious metals
- Notify the Applications Systems Division when changes to project-tasks associated with scientific computing are necessary.

APPROVAL AND ANNOUNCEMENT OF CHANGE (See Subchapter 9.03.06; responsibility of the Management and Organization Division)

- Request approval of change at NIST and/or DoC
- Prepare new or edit existing DOO 30-2B
- Publish Administrative Bulletin

EFFECT IN PERSONNEL-PAYROLL SYSTEM

- Prepare organizational change orders to DoC (responsibility of the Human Resources Management Division)
- Add, change, or delete organizational unit names and numbers into the organizational table of NFC (responsibility of DoC)


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National Institute of Standards and Technology,
Office of the Director - Management and Organization Division
Questions concerning context, contact darla.yonder@nist.gov
Problems/Suggestions, contact gwenda.roberson@nist.gov
5/2008