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U.S. Office of Personnel Management - Recruiting, Retaining and Honoring a World-Class Workforce to Serve the American People

This page can be found on the web at the following url:
http://www.opm.gov/ombuds/tools/checklists/index.aspx

Ombudsman

Preparation Checklist

NOTE: This Checklist can help you organize your information before you contact our office. Having the appropriate information readily available will help expedite your request for assistance.

PLEASE PRINT OUT FOR YOUR PERSONAL USE


Check Item Your Notes
  Be prepared to give us basic contact information such as your full name, street address, city, state and zip code, email address, home phone number (including area code), cell phone number (including area code), preferred contact method (e.g., home phone, cell phone, email, regular postal mail).  
  If you are a current Federal employee:   
  Be prepared to provide your current Federal agency, i.e. Department, Agency, and subcomponent.  
  Be prepared to provide the names, telephone numbers, email addresses, and dates, (if the specific dates are not known, an estimate of when), and the name of whom you have attempted to resolve the problem with in your Federal agency.  Also be prepared to provide the component of the Agency in which that person works, e.g., Departmental Human Resources.         
  Be prepared to provide information about any previous communications with someone at OPM such as their name, when it was (if the specific date is not known, an estimate of when) telephone number, and, if known, email address that individual can be reached.  
  Be prepared to share with us what was offered as a resolution and why that did not resolve the problem.   
  Be prepared to share with OPM specifically what resolution you want and need.  Please be specific.   
  If you are a retired Federal employee, survivor annuitant, or former spouse:  
  Have your Civil Service number (i.e., CSA, CSI, CSF, etc.) available.  
  Be prepared to provide information about any previous communications with someone at OPM such as their name, when it was (if the specific date is not known, an estimate of when) telephone number, and, if known, email address that individual can be reached.  
  Be prepared to provide information on what you were told based on that communication and why that isn’t resolving the problem.  
  Prepare a list of others you may have spoken with and when (if you do not know the specific date, an estimate of when), telephone number, and at what email address those individuals can be reached.  
  Make copies of all documents you may have to support your request for assistance. Be prepared to provide information regarding the possession of these documents within OPM and who may have them.   
  If you are not a current Federal employee or retired Federal employee, list what subject matter you are contacting OPM about.  For example, veteran employment, hiring process, etc.  Please be as specific as you can.   
  Be prepared to provide information about any previous communications with someone at OPM such as their name, when it was (if the specific date is not known, an estimate of when) telephone number, and, if known, email address that individual can be reached.  
  Be prepared to provide information on what you were told based on that communication and why that isn’t resolving the problem.  
  Be prepared to share what specific assistance you need from OPM.  

Other Notes: