Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
1
The U. S. Office of Personnel Management
Interpretive Guidance
for Project Manager Positions
ATTRACTING, HIRING AND RETAINING
PROJECT MANAGERS
EMPLOYEE SERVICES
TALENT ACQUISITION AND WORKFORCE SHAPING
CLASSIFICATION AND ASSESSMENT POLICY
U.S. OFFICE OF PERSONNEL MANAGEMENT
MARCH 2019
FEDCLASS@OPM.GOV
202-606-3600
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
2
Table of Contents
INTRODUCTION .............................................................................................................................................
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3
DEFINITION OF A PROJECT 3
PROJECT 3
PROJECT MANAGER CHARACTERISTICS . 4
PROJECT MANAGER DUTIES/TASKS 4
PROJECT MANAGER KNOWLEDGE, SKILLS, AND ABILITIES/COMPETENCIES . 4
CLASSIFYING PROJECT MANAGER POSITIONS 8
DETERMINING THE PAY CATEGORY 8
DETERMINING OCCUPATIONAL SERIES 8
DETERMINING OFFICIAL POSITION TITLES 11
APPLYING GRADING CRITERIA TO PROJECT MANAGER POSITIONS 13
IDENTIFYING POSITIONS ABOVE THE GS-15 GRADE LEVEL 18
QUALIFYING AND RANKING APPLICANTS 22
FOR PROJECT MANAGER POSITIONS 22
QUALIFYING APPLICANTS 22
RANKING QUALIFIED APPLICANTS 23
JUSTIFICATION AND DOCUMENTATION 23
CONSIDERING CERTIFICATION 23
ASSESSMENT POLICY AND TOOLS ...... 23
POLICY 24
TOOLS 24
EDUCATIONAL RESOURCES 25
TRAINING AND DEVELOPING PROJECT MANAGERS 25
CREDENTIALS AND ACADEMIC DEGREES 25
CREDENTIALS 25
ACADEMIC DEGREE TRAINING 25
FURTHER GUIDANCE 26
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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INTRODUCTION
This interpretive guidance addresses position classification, job evaluation, staffing,
qualifications, training, and development for project manager positions based on existing criteria
and guidance. The Office of Personnel Management (OPM) is issuing this guidance to assist
agencies as they:
Identify project manager positions;
Clarify project manager duties;
Address related position classification issues;
Recruit, select, train, and develop qualified project managers to meet their needs;
Implement training, performance, and retention programs; and
Conduct succession planning.
The guidance addresses the above common concerns about project management issues as raised
by officials and representatives from OPM, the Office of Management and Budget, the Human
Resources Management Council, the Chief Information Officers Council, the Chief Financial
Officers Council, the Joint Financial Management Improvement Project, the Procurement
Executives Council, the Professional Council of Federal Scientists and Engineers, and other
groups.
Definition of a Project
Project
Project is defined in the Project Management Institute’s Project Management Body of
Knowledge (PMBOK
®
, an American National Standard ANSI/PMI 99-001-2000) as:
“A temporary endeavor undertaken to create a unique product, service, or result.”
It is important to distinguish a project from a program. In contrast to a project, which has a
defined beginning and end, a program is an ongoing operation. A project serves to develop,
modify, or enhance a product, service, or system and is constrained by the relationships among
scope, resources, and time. A project is unique in that it is not a routine operation, but a specific
set of operations designed to accomplish a singular goal. Programs, on the other hand,
encompass the missions, functions, operations, activities, laws, rules, and regulations that an
agency is authorized and funded by statute to administer and enforce. Programs normally
provide products and/or services to the public. Agencies distribute available funding to carry out
these continuing programs and any ongoing staff support they require.
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Project Manager Characteristics
Project Manager Duties/Tasks
Project manager positions exist in many different disciplines. For example, an engineer or
architect normally manages projects associated with designing specialized equipment or
structures. Subject matter experts in fields such as IT or finance deal with developing and testing
information networks and financial systems. However, regardless of the subject matter area
involved, the project manager function is characterized by a common set of duties/tasks. A
project manager generally applies all of these duties/tasks to meet project requirements, as
follows:
Determines appropriate products or services with clients or customers to define project
scope, requirements, and deliverables;
Develops, modifies, or provides input to project plans;
Implements project plans to meet objectives;
Coordinates and integrates project activities;
Manages, leads, or administers project resources;
Monitors project activities and resources to mitigate risk;
Implements or maintains quality assurance processes;
Makes improvements, solves problems, or takes corrective action when problems arise;
Gives presentations or briefings on all aspects of the project;
Participates in phase, milestone, and final project reviews;
Identifies project documentation requirements or procedures; and
Develops and implements product release plan.
Project Manager Knowledge, Skills, and Abilities/Competencies
All project managers apply common knowledge, skills, and abilities/competencies, organized
into two areas:
General knowledge, skills, and abilities/competencies; and
Technical knowledge, skills, and abilities/competencies.
The specific knowledges, skills, and abilities/competencies for each functional area are as
follows:
General Knowledge, Skills, and Abilities/Competencies
Accountability - Holds self and others accountable for measurable high-quality, timely,
and cost-effective results. Determines objectives, sets priorities, and delegates work.
Accepts responsibility for mistakes. Complies with established control systems and rules.
Attention to Detail - Is thorough when performing work and conscientious about
attending to detail.
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Conflict Management - Manages and resolves conflicts, grievances, confrontations, or
disagreements in a constructive manner to minimize negative personal impact.
Creative Thinking - Uses imagination to develop new insights into situations and applies
innovative solutions to problems; designs new methods where established methods and
procedures are inapplicable or are unavailable.
Customer Service - Works with clients and customers (that is, any individuals who use or
receive the services or products that your work unit produces, including the general public,
individuals who work in the agency, other agencies, or organizations outside the
Government) to assess their needs, provide information or assistance, resolve their
problems, or satisfy their expectations; knows about available products and services; is
committed to providing quality products and services.
Decision Making - Makes sound, well-informed, and objective decisions; perceives the
impact and implications of decisions; commits to action, even in uncertain situations, to
accomplish organizational goals; causes change.
External Awareness - Identifies and understands economic, political, and social trends
that affect the organization.
Flexibility - Is open to change and new information; adapts behavior or work methods in
response to new information, changing conditions, or unexpected obstacles; effectively
deals with ambiguity.
Influencing/Negotiating - Persuades others to accept recommendations, cooperate, or
change their behavior; works with others towards an agreement; negotiates to find
mutually acceptable solutions.
Information Management - Identifies a need for and knows where or how to gather
information; organizes and maintains information or information management systems.
Integrity/Honesty - Contributes to maintaining the integrity of the organization; displays
high standards of ethical conduct and understands the impact of violating these standards
on an organization, self, and others; is trustworthy.
Interpersonal Skills - Shows understanding, friendliness, courtesy, tact, empathy,
concern, and politeness to others; develops and maintains effective relationships with
others; may include effectively dealing with individuals who are difficult, hostile, or
distressed; relates well to people from varied backgrounds and different situations; is
sensitive to cultural diversity, race, gender, disabilities, and other individual differences.
Leadership - Influences, motivates, and challenges others; adapts leadership styles to a
variety of situations.
Legal, Government and Jurisprudence - Knowledge of laws, legal codes, court
procedures, precedents, legal practices and documents, Government regulations, Executive
orders, agency rules, Government organization and functions, and the democratic political
process.
Manages Human Resources - Plans, distributes, and monitors work assignments;
evaluates work performance and provides feedback to others on their performance.
Manages Resources - Selects, acquires, stores, and distributes resources such as materials,
equipment, or money.
Oral Communication - Expresses information (for example, ideas or facts) to individuals
or groups effectively, taking into account the audience and nature of the information (for
example, technical, sensitive, controversial); makes clear and convincing oral
presentations; listens to others, attends to nonverbal cues, and responds appropriately.
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Organizational Awareness - Knows the organization's mission and functions, and how its
social, political, and technological systems work and operates effectively within them; this
includes the programs, policies, procedures, rules, and regulations of the organization.
Partnering - Develops networks and builds alliances; collaborates across boundaries to
build strategic relationships and achieve common goals.
Planning and Evaluating - Organizes work, sets priorities, and determines resource
requirements; determines short- or long-term goals and strategies to achieve them;
coordinates with other organizations or parts of the organization to accomplish goals;
monitors progress and evaluates outcomes.
Political Savvy - Identifies the internal and external politics that impact the work of the
organization. Perceives organizational and political reality and acts accordingly.
Problem Solving - Identifies problems; determines accuracy and relevance of information;
uses sound judgment to generate and evaluate alternatives, and to make recommendations.
Reading Comprehension - Understands and interprets written material, including
technical material, rules, regulations, instructions, reports, charts, graphs, or tables; applies
what is learned from written material to specific situations.
Reasoning - Identifies rules, principles, or relationships that explain facts, data, or other
information; analyzes information and makes correct inferences or draws accurate
conclusions.
Strategic Thinking - Formulates effective strategies consistent with the business and
competitive strategy of the organization in a global economy. Examines policy issues and
strategic planning with a long-term perspective. Determines objectives and sets priorities;
anticipates potential threats or opportunities.
Teaching Others - Helps others learn through formal or informal methods; identifies
training needs; provides constructive feedback; coaches others on how to perform tasks;
acts as a mentor.
Team Building - Inspires and fosters team commitment, spirit, pride, and trust. Facilitates
cooperation and motivates team members to accomplish group goals.
Teamwork - Encourages and facilitates cooperation, pride, trust, and group identity;
fosters commitment and team spirit; works with others to achieve goals.
Technical Competence - Uses knowledge that is acquired through formal training or
extensive on-the-job experience to perform one's job; works with, understands, and
evaluates technical information related to the job; advises others on technical issues.
Technical Credibility - Understands and appropriately applies principles, procedures,
requirements, regulations, and policies related to specialized expertise.
Technology Application - Uses machines, tools, instruments, or equipment effectively;
uses computers and computer applications to analyze and communicate information in the
appropriate format.
Writing - Recognizes or uses correct English grammar, punctuation, and spelling;
communicates information (for example, facts, ideas, or messages) in a succinct and
organized manner; produces written information, which may include technical material,
that is appropriate for the intended audience.
Technical Knowledge, Skills, and Abilities/Competencies:
Acquisition Strategy - Knowledge of the principles and methods for developing an
Interpretive Guidance for Project Manager Positions May 2019
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integrated acquisition management plan that describes the business, technical, and support
strategies, including the relationship between the acquisition phases, work efforts, and key
program events (for example, decision points, contract awards, test activities).
Business Process Reengineering - Knowledge of methods, metrics, tools, and techniques
of Business Process Reengineering.
Capital Planning and Investment Assessment - Knowledge of the principles and
methods of capital investment analysis or business case analysis, including return on
investment analysis.
Change Management - Knowledge of change management principles, strategies, and
techniques required for effectively planning, implementing, and evaluating change in the
organization.
Compliance - Knowledge of procedures for assessing, evaluating, and monitoring
programs or projects for compliance with Federal laws, regulations, and guidance.
Contracting/Procurement - Knowledge of various types of contracts, techniques, or
requirements (for example, Federal Acquisitions Regulations) for contracting or
procurement, and contract negotiation and administration.
Cost-Benefit Analysis - Knowledge of the principles and methods of cost-benefit analysis,
including the time value of money, present value concepts, and quantifying tangible and
intangible benefits.
Financial Analysis - Knowledge of the principles, methods, and techniques of financial
analysis, forecasting, and modeling to interpret quantitative and qualitative data; includes
data modeling, earned value management, and evaluating key financial indicators, trends,
and historical data.
Financial Management - Prepares, justifies, and/or administers the budget for program
areas; plans, administers, and monitors expenditures to ensure cost-effective support of
programs and policies; assesses financial condition of an organization.
Knowledge Management - Knowledge of the value of collected information and the
methods of sharing that information throughout an organization.
Performance Measurement - Knowledge of the principles and methods for evaluating
program or organizational performance using financial and nonfinancial measures,
including identification of evaluation factors (for example, workload, personnel
requirements), metrics, and outcomes.
Program Management - Knowledge of the principles, methods, and tools for the
coordinated management of a program to include providing oversight of multiple projects,
integrating dependent schedules and deliverables, and related activities (for example,
benefits management, life cycle management, and program governance).
Project Management - Knowledge of the principles, methods, or tools for developing,
scheduling, coordinating, and managing projects and resources, including monitoring and
inspecting costs, work, and contractor performance.
Quality Management - Knowledge of the principles, methods, and tools of quality
assurance, quality control, and reliability used to ensure that a project, system, or product
fulfills requirements and standards.
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Requirements Management - Knowledge of the principles and methods to identify,
solicit, analyze, specify, design, and manage requirements.
Risk Management - Knowledge of the principles, methods, and tools used for risk
assessment and mitigation, including assessment of failures and their consequences.
Schedule Management - Knowledge of the strategies, techniques, and processes used to
plan, develop, and control project schedule and track project milestones, activities, and
deliverables, including timeframes and assigned resources.
Scope Management - Knowledge of the strategies, techniques, and processes used to plan,
monitor, and control project scope; includes collecting requirements, defining scope,
creating a work breakdown structure, validating scope, and controlling scope to ensure
project deliverables meet requirements (i.e., features, functions).
Stakeholder Management - Knowledge of the concepts, practices, and techniques used to
identify, engage, influence, and monitor relationships with individuals and groups
connected to a work effort; including those actively involved, those who exert influence
over the process and its results, and those who have a vested interest in the outcome
(positive or negative).
Note: Additional technical competencies should be identified based on the specific occupation.
Classifying Project Manager Positions
When you classify a position, you must determine the following:
The proper pay category;
The proper occupational series;
The official position title; and
The proper grade or level of work.
Determining the Pay Category
Project manager positions usually are General Schedule (GS) positions. However, some
positions may be Senior Executive Service (SES) positions or Senior Level (SL) or
Scientific/Professional (ST) positions. Guidance for identifying such positions above the GS-15
grade level can be found on pages 13-15. This guidance is not intended for Wage Grade (WG)
positions.
Determining Occupational Series
The occupational series of a project manager position usually is apparent by reviewing the duties
and responsibilities assigned to the position. In most instances, the primary work of the position,
the highest level of work performed, and the paramount occupational knowledge for the project
manager work dictate the appropriate series.
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Users of the position classification standards normally have little trouble making the series
decision by comparing the characteristics of the position in question to series definitions and
occupational information in the standards. However, if the work of a project manager position
falls into more than one series, the correct series is sometimes difficult to determine. If it is
unclear whether a particular series predominates, consider the following to determine the correct
series:
Paramount occupational knowledge required. Although a project manager position
may include several different kinds of work, most positions have a paramount
occupational knowledge requirement in addition to the project management knowledge,
skills, and abilities/competencies. The paramount occupational knowledge is the most
important subject matter knowledge or subject-related experience required to do the
work.
Reason for existence. The primary purpose of the project manager position, or
management’s intent in establishing the project manager position, is a positive indicator
in determining the appropriate series.
Organizational mission and/or function. Project manager positions generally align with
the mission and function of the organization to which they are assigned. The
organization’s function often is mirrored in the organizational title and may influence the
choice of appropriate series.
Recruitment source. Supervisors and managers can help by identifying the occupational
series that provides the best qualified applicants to do the project manager work. This
aspect correlates with the paramount knowledge required by the project manager
position.
SELECTING THE OCCUPATIONAL SERIES
The duties and responsibilities assigned to most positions are covered by one occupational series,
and the series determination is clear. For these positions, the series represents the primary work
of the position, the highest level of work performed, and the paramount qualifications required.
Some positions, however, are a mix of duties and responsibilities covered by two or more
occupational series and classified by more than one standard or guide. Often the appropriate
series for these positions is a general series for the occupational group covering the type of work
performed.
For positions whose duties fall in more than one occupational group, the most appropriate series
for the position depends on consideration of a number of factors. For many of these positions the
grade controlling duties will determine the series. Sometimes, however, the highest level of
work performed does not represent the most appropriate series, and the series can be determined
only after considering the paramount qualifications required, sources of recruitment and line of
progression, the reason for establishing the position, and the background knowledge required.
Project management work can be characterized as falling in more than one occupational group.
As a result, the position could be classifiable to two or more occupational series. The nature of
the work is such that persons with training and experience in either of two or more occupations
may be considered well-qualified to do the work.
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Work requiring professional backgrounds including education and experience are considered
interdisciplinary. Professional occupations may not be combined with non-professional
occupations or viewed as interdisciplinary positions. For further guidance on interdisciplinary
positions reference the discussion on Interdisciplinary Professional Positions in Section III L. in the
Introduction to the Position Classification Standards.
Project management work can be characterized as multidisciplinary. A multidisciplinary
position is a position involving duties and responsibilities closely related to more than one
discipline. As a result, the position could be classifiable to two or more occupational series. The
nature of the work is such that persons with training and experience in either of two or more
occupations may be considered well-qualified to do the work.
NOTE: Due to the evolution of project management work, the term multidisciplinary is used to
more appropriately define the unique and occupationally cross-cutting combinations of work in
this discipline. While this term is not addressed in the current Introduction to the Position
Classification Standards or the Classifier’s Handbook, future updates will address the usage of
this terminology.
Multidisciplinary positions generally fall into one of the following two categories:
Positions which involve a specific combination of knowledges that is characteristic of
two or more non-professional series. Such positions involve the performance of some
duties which are characteristic of one series and other duties which are characteristic of
another series.
Positions which involve knowledge which is characteristic of either two or more non-
professional series. These positions include work which is substantially identical to work
performed in either of the non-professional occupations.
The position description should show clearly that the position is multidisciplinary and indicate
the various series in which the position may be classified. The final classification of the position
is determined by the qualifications of the person selected to fill it.
Positions are not to be considered multidisciplinary when members of a work team with varied
but complimentary competencies and experiences collaborate on a multifaceted problem or
project and contribute to the achievement of organizational specific objectives. Also excluded
are positions which require special licensing, as in the practice of medicine, and positions which
are solely and clearly classifiable to a single series but can be filled by persons from a variety of
education and experience backgrounds. Work requiring professional backgrounds including
education and experience are considered interdisciplinary. Professional occupations may not be
combined with non-professional occupations or viewed as interdisciplinary positions. For
further guidance on interdisciplinary positions reference the discussion on Interdisciplinary
Professional Positions in Section III L. in the Introduction to the Position Classification
Standards.
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Determining Official Position Titles
Project Management work has been found to be appropriately classified to numerous occupational series
based on the specific work performed. The titling of program and project management positions is
dependent upon the classification of the position. The selection of the occupational series determines the
titling of the position.
Determining the occupational series for a position is usually apparent by reviewing its assigned duties and
responsibilities and then comparing them to the series definitions and general occupational information in
the appropriate position classification flysheet or standard. Generally, the primary work of the position, the
highest level of work performed, and the paramount knowledge required to successfully perform the work
of the position determines the appropriate occupational series.
Users of position classification standards normally have little trouble making the series decision by
comparing the characteristics of the position in question to the occupational series definition and
occupational information in the standards. However, if the work of a Project Manager position falls into
more than one series, the correct series is sometimes difficult to determine. If it is unclear whether a
particular series predominates, consider the following to determine the correct series:
Paramount occupational knowledge required. Although Project Manager positions may include
several different kinds of work, most positions have a paramount occupational knowledge
requirement in addition to the project management knowledge, skills, and abilities/competencies.
The paramount occupational knowledge is the most important subject matter knowledge or subject-
related experience required to do the work.
Reason for existence. The primary purpose of the Project Manager position, or management’s
intent in establishing the Project Manager position, is a positive indicator in determining the
appropriate series.
Organizational mission and/or function. Project Manager positions generally align with the
mission and function of the organization to which they are assigned. The organization’s function
often is mirrored in the organizational title and may influence the choice of appropriate series.
Recruitment source. Supervisors and managers can help by identifying the occupational series that
provides the best qualified applicants to do the program or project management work. This aspect
correlates with the paramount knowledge required by the program or project management position.
Titling Program and Project Management Positions
Any position may have an organizational title or functional title, but every position must have an official
title. 5 U.S.C. 5105 (a)(2) requires OPM to establish the official class titles. This title must be used on all
official personnel documentation. However, subsection 5 U.S.C. 5105(c) states that this requirement does
not prevent the use of organizational or other titles for internal administration. Agencies may supplement the
basic and prescribed titles authorized in standards with the parenthetical title (Project Manager) if necessary
for recruitment or other human resources needs. In those instances where OPM has not prescribed an
official title for a series, an agency may construct its own official title. According to the Introduction to
Position Classification Standards, constructed titles should be “short,” “meaningful,” and “generally
descriptive of the work performed.” The title selected by the agency should not be one that has been
prescribed by OPM as an official title for positions in another series.
Interpretive Guidance for Project Manager Positions May 2019
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PROJECT MANAGEMENT CLASSIFICATION POLICY
GUIDANCE
PROJECT MANAGEMENT CLASSIFICATION
OPM is providing the following guidance for classifying project management positions in the
Federal Government.
Based on OPM’s collaboration with our agency partners and critical work with stakeholders, the
data and information collected identify that project management work is performed in numerous
occupational series.
The following policy is effective immediately upon issuance of this guidance:
1.
Agencies may supplement the basic and prescribed titles authorized in classification
standards with the parenthetical title (Project Manager) if the position meets the
definition and criteria for project management work and project management
knowledge is paramount.
Guidance for titling IT Program and IT Project Management positions may be found in the
Job Family Standard for Administrative Work in Information Technology Group, 2200
and the Interpretive Guidance for IT Project Manager Positions (Including Guidance for
Classifying, Staffing, Training, and Developing IT Project Managers).
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Applying Grading Criteria to Project Manager Positions
According to the Introduction to the Position Classification Standards, selecting the
appropriate grade level criteria is critical for determining the proper classification of a position.
If the work assigned to a project manager position is adequately covered by the grading criteria
in a particular standard for a specific occupational series or job family, then evaluate the work by
that occupational series or job family standard (JFS).
If the type of project manager work does not have a directly applicable occupational series, job
family, or functional standard, then select a standard as similar as possible to the kind of work
described. Evaluate and grade the project manager position in question by comparing it to
grading criteria in the comparable standard, as it relates to:
The kind of work processes, functions, or subject matter of the work performed;
The qualifications required to do the work;
The level of difficulty and responsibility necessary; and
The combination of classification factors having the greatest influence on the grade level.
When making these determinations, we recommend referring to one of the following standards
for making meaningful comparisons:
The JFS for Administrative Work in the Information Technology Group, GS-2200,
to evaluate project manager positions for IT projects;
The JFS for Professional and Administrative Work in the Accounting and Budget
Group, GS-0500, or the Financial Management Series, GS-0505, to evaluate project
manager positions for financial systems projects;
The Administrative Analysis Grade Evaluation Guide to evaluate project manager
positions for projects where a more closely related standard has not been issued; and
Part II of the Equipment Development Grade Evaluation Guide to evaluate positions
for project management engineers.
NOTE: If a project manager position exercises supervision of Federal Government employees at
a level that meets the criteria indicated in the General Schedule Supervisory Guide, be sure to
evaluate the position’s supervisory duties. Do not classify a project manager position to a lower
grade on the basis of personal work accomplishment rather than the proper grade for supervising
a staff of the type and level actually involved.
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Applying Grading Criteria to Project Manager Positions
Surveys identified a large number of positions performing project management work assigned to
the Management and Program Analysis Series, GS-0343. Nonsupervisory positions at grade GS-
9 and above correctly assigned to this series are evaluated by reference to the Administrative
Analysis Grade Evaluation Guide. Criteria for grading some project managers is included in
the Administrative Analysis Grade Evaluation Guide and should be utilized where a more
closely related standard has not been issued. The grade level of a Project Manager position will
depend on the nature of the project as constrained by the relationship of its scope, resources, and
timeline (e.g., its size, risk, sensitivity). Because higher grade level positions are broader in
scope or involve projects that are more mission critical, they generally require greater knowledge
and experience.
The factor level descriptions (FLDs) provide criteria for classifying Project Manager positions:
FLDs: 1-6, 1-7 or 1-8; 4-3, 4-4, 4-5 or 4-6; 5-3, 5-4, 5-5 or 5-6
The example on the following page illustrates how Factor 1 (Knowledge Required by the
Position) applies to the duties of a particular Management and Program Analyst (Project
Manager), GS-343-12 position. The factor level descriptions (FLDs) are excerpted directly from
the Administrative Analysis Grade Evaluation Guide.
Criteria for grading project manager positions in the Information Technology Management
Series, GS-2210 are in the JFS for Administrative Work in the Information Technology
Group, GS-2200. The grade level of an IT Project Manager, GS-2210 position will depend on
the nature of the project as constrained by the relationship of its scope, resources, and timeline
(e.g., its size, risk, sensitivity). Because higher grade level positions are broader in scope or
involve projects that are more mission critical, they generally require greater knowledge and
experience. Consequently, a position occupied by a project manager assigned to add a major
enhancement to an existing IT system for a single agency might be classified at the GS-13 grade
level, while a position occupied by a project manager adding major enhancements and
coordinating capital planning used in a multi-agency IT system might be classified at the GS-15
grade level.
IT Project Manager functions are clearly described in the Information Technology
Management Series, GS-2210 in the JFS for Administrative Work in the Information
Technology Group, GS-2200. The FLDs, especially those in the following three GS-2210
specialties, provide criteria for classifying IT Project Manager positions:
(Policy and Planning) FLDs: 1-7 or 1-8, 4-5 or 4-6, 5-5 or 5-6,
(Systems Analysis) FLDs: 1-8, 4-5 or 4-6, 5-5 or 5-6; and
(Network Services) FLDs: 1-8, 4-5 or 4-6, 5-5 or 5-6.
The examples on the following pages illustrate how Factor 1 (Knowledge Required by the
Position) applies to the duties of a fictional Management and Program Analyst (Project
Manager), GS-343-12 and IT Project Manager, GS-2210-13 position. The factor level
descriptions (FLDs) are excerpted directly from the Administrative Analysis Grade
Evaluation Guide or JFS for Administrative Work in the Information Technology Group,
GS-2200.
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Example: Management and Program Analyst
(Project Manager), GS-343
Excerpts from Level 1-7 FLDs
Sample Duties
1) Researches and
analyzes potential
improvements
management
systems, processes
and data to evaluate
for increased
program
effectiveness.
Identifies processes
for improvement
and coordinates
effective funds
management for
projects. Systems
encompass
programming,
scheduling,
budgeting,
reporting,
manpower, cost
estimates, and funds
control for current
and future year
work performed in-
house and by
contract.
Administrative
Analysis Grade
Evaluation Guide
FLD 1-7
Administrative
Analysis Grade
Evaluation Guide
FLD 1-7
Common to All Program Management Positions
Knowledge of, and skill in applying:
cost-benefit analysis principles and methods
project management principles and methods
sufficient to:
plan and carry out difficult and complex
assignments and develop new methods,
approaches and procedures
interpret policies, standards, and guidelines
Knowledge of qualitative and quantitative
techniques for analyzing and measuring the
effectiveness, efficiency, and productivity of
administrative and technical programs, along with
knowledge of the mission, organization, and work
processes of programs throughout a military
command, complex multi-mission local
installation, or equivalent, and the relationships of
administrative support activities (e.g., data
processing, accounting, budget) to such missions.
Knowledge is applied in conducting studies,
analyzing findings and making recommendations
on substantive operating programs; e.g., weapons
testing or commodity management. The work
requires skill in preparing project papers and staff
reports and skill in organizing and delivering
briefings to managers to encourage understanding
and acceptance of findings and recommendations.
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Using the Administrative Analysis Grade Evaluation Guide to evaluate the duties listed on the
previous page could develop as follows across all nine factors in the Factor Evaluation System
and result in classifying the position as a Management and Program Analyst (Project Manager),
GS-0343-13:
Factor
Level
Points
1. Knowledge Required
1–7
1,250
2. Supervisory Controls
2–5
650
3. Guidelines
3–4
450
4. Complexity
4–5
325
5. Scope & Effect
5–5
325
6 & 7. Contacts & Purpose
7–3
180
8. Physical Demands
8–1
5
9. Work Environment
9–1
5
Total Points
3,190
Conversion
GS-13
NOTE: The Classifier’s Handbook includes additional guidance on Factor Level
Relationships or the most common factor levels used at various grade levels for different
kinds of work (i.e., professional, administrative, technical, and clerical and assistance
work).
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Example: IT Project Manager, GS-2210
Excerpts from Level 1-7 FLDs
Sample Duties
2) Prepares,
implements,
monitors, and updates
the project plan.
Coordinates with the
system’s owner and
upper level
management to
ensure the actions are
consistent with the
approved plan.
Oversees the design,
construction, testing,
and implementation
of the system.
2) Works with
proponents and
sponsors to develop a
business case that
highlights the costs
and benefits of the
proposed project for
presentation to upper
level management
and for review and
approval of the
National Information
Investment Board.
Directs a team of
subject matter
experts, technical
specialists, and
support staff to
produce a business
plan in conformance
with established
capital planning
procedures and
agency guidance.
2200 JFS
FLD 1-7 – Common to
All Positions
FLD 1-7
(Policy and Planning)
FLD 1-7
(Systems Analysis)
2200 JFS
FLD 1-7
(Policy and Planning)
2200 JFS
FLD 1-7
(Policy and Planning)
2200 JFS
FLD 1-7
(Systems Analysis)
2200 JFS
FLD 1-7
(Network Services)
2200 JFS
FLD 1-7
(Systems Analysis)
Common to All Positions Knowledge of, and
skill in applying:
cost-benefit analysis principles and methods
project management principles and methods
sufficient to:
plan and carry out difficult and complex
assignments and develop new methods,
approaches and procedures
interpret policies, standards, and guidelines
Policy and Planning – Knowledge of, and skill in
applying:
the organization’s policy and planning
formulation process
capital investment planning principles and
methods
the organization’s enterprise IT goals and
objectives
IT metrics methods and concepts
sufficient to:
draft IT policies and plans
participate in the IT capital planning process
develop and monitor metrics used in
evaluating the accomplishment of IT goals
and objectives
Systems Analysis – Knowledge of, and skill in
applying:
systems design tools, methods, and
techniques, including automated systems
analysis and design tools
systems design standards, policies, and
authorized approaches
systems design precedents or alternative
approaches
structured analysis principles and methods
business processes and operations of
customer organizations
sufficient to:
develop requirements and specifications for
systems that meet business requirements
advise on the merits of proposed systems
development projects
apply a structured systems analysis approach
to the design and development of new or
enhanced applications
Network Services – Knowledge of, and skill in
applying:
network systems design, development,
testing, installation, operations, management,
and maintenance concepts and methods
the organization’s network architecture,
topology, and protocols
sufficient to:
provide network services that support
business requirements
plan, design, develop, and integrate network
systems consistent with existing or planned
network infrastructures
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Using the GS-2200 JFS to evaluate the duties listed on the previous page could develop as
follows across all nine factors in the Factor Evaluation System and result in classifying the
position as an IT Project Manager, GS-2210-13:
Factor
Level
Points
1. Knowledge Required
1–7
1,250
2. Supervisory Controls
2–5
650
3. Guidelines
3–4
450
4. Complexity
4–5
325
5. Scope & Effect
5–5
325
6 & 7. Contacts & Purpose
3–C
180
8. Physical Demands
8–1
5
9. Work Environment
9–1
5
Total Points
3,190
Conversion
GS-13
NOTE: The Classifier’s Handbook includes additional guidance on Factor Level
Relationships or the most common factor levels used at various grade levels for different
kinds of work (i.e., professional, administrative, technical, and clerical and assistance
work).
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Identifying Positions above the GS-15 Grade Level
Agencies are responsible for managing their executive resources and deciding how to organize
functions and structure positions, including project manager positions, in a manner that best
meets the organization’s mission requirements. This includes deciding whether positions meet
the Senior Executive Service (SES) criteria or the Senior Level (SL) or Scientific/Professional
(ST) criteria and establishing individual SES, SL, and ST positions within the agency’s executive
resource allocation as authorized by OPM.
The law and OPM regulations clearly state that SES, SL, and ST positions must be classifiable
above the GS-15 grade level. Positions at the GS-15 grade level as described in statute clearly
cover a broad range of work: Grade GS-15 includes those classes of positions the duties of
which are to perform, under general administrative direction, with very wide latitude for the
exercise of independent judgment, work of outstanding difficulty and responsibility along special
technical, supervisory, or administrative lines which has demonstrated leadership and
exceptional attainments (5 U.S.C. 5104(15)). Do not assume a project manager position is above
the GS-15 grade level simply because it has a somewhat larger scope or requires more
knowledge and skill than another project manager position that is already classified at GS-15.
Distinctions among the SES, SL, and ST positions are not always clear. The following
information provides general guidance to help agencies identify SES, SL, and ST positions;
maintain an agency’s flexibility to manage its executive resources; and contribute to intra- and
inter-agency consistency in establishing SES, SL, and ST positions.
General Information - Unless an agency is excluded from the SES by statute or by the
President of the United States, any position that is classifiable above the GS-15 grade level and
which meets the functional executive criteria set forth in 5 U.S.C. 3132(a)(2) may be placed in
the SES. Positions that are classifiable above the GS-15 grade level that do not meet the
executive criteria and involve the performance of high-level research and development in the
physical, biological, medical, or engineering sciences are more appropriately placed in the ST
system. The SL system includes any other positions that are classifiable above the GS-15 grade
level and do not meet the executive criteria and do not involve the fundamental research and
development responsibilities characteristic of ST positions.
SES Criteria - 5 U.S.C. 3132(a)(2) sets forth the criteria that characterize SES positions. SES
positions must be classifiable above the GS-15 grade level, or equivalent, based on the duties,
responsibilities, and qualifications required by the position. In addition, the incumbent must
engage in one of the following activities:
Direct the work of an organizational unit;
Be accountable for the success of one or more specific programs or projects;
Monitor progress toward organizational goals and periodically evaluate and make
appropriate adjustments to such goals;
Supervise the work of employees (other than personal assistants); or
Otherwise exercise important policy-making, policy-determining, or other executive
functions.
Interpretive Guidance for Project Manager Positions May 2019
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Directing the work of an organizational unit to manage a project includes responsibility for:
Assessing policy, program, and project feasibility;
Determining program goals and developing implementation tools;
Designing an organizational structure to promote effective work accomplishment; and
Setting effectiveness, efficiency, productivity, and management/internal control
standards.
Being accountable for the success of a program or project encompasses responsibility for the
full range of factors that affect program/project accomplishment. This includes:
Obtaining the resources necessary to achieve the desired project objective;
Assuming responsibility for the effective use of government resources; and
Dealing with key officials both within and outside the organization to gain understanding
and support for the project.
Monitoring progress toward organizational goals and making appropriate adjustments is an
extension of an individual’s responsibility for directing the work of an organizational unit. It
includes:
Monitoring work status through formal and informal means to evaluate progress toward
objectives;
Assessing overall effectiveness, efficiency, and productivity of the organization;
Identifying, diagnosing and consulting on problem areas related to implementation and
goal achievement; and
Making decisions regarding alternative courses of action.
Supervising the work of employees should be credited only if the project manager position meets
the minimum requirements for coverage under OPM’s General Schedule Supervisory Guide.
Specifically, the project manager position’s supervisory responsibilities must:
Require accomplishment of work through the combined technical and administrative
direction of others;
Constitute a major duty occupying at least 25 percent of the incumbent’s time; and
Meet at least the lowest level of Factor 3 in the guide based on supervision of non-
contractor personnel. (Work performed by contractors is considered in applying the
grading criteria within each factor of the supervisory guide, provided the position first
meets the coverage requirements above based on supervision of non-contractor
personnel).
Policy-making or policy-determining functions include responsibility for reviewing staff
recommendations on policies developed to affect the organization’s mission; considering
political, social, economic, technical, and administrative factors with potential impact on
recommended policies; and approving those policies.
It would be unusual to find a project manager position that entails making major policy
decisions.
Interpretive Guidance for Project Manager Positions May 2019
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Distinguishing Between SES and SL/ST Positions – Positions that are properly classified
above the grade GS-15 grade level, and do not meet the functional executive criteria, are more
appropriately placed in the Senior Level (SL) or Scientific/Professional (ST) systems. The
nature of a position’s work determines which system is most appropriate.
Senior Level (SL) Positions. SL positions are classifiable above the GS-15 grade level,
but do not meet the executive criteria characteristic of the SES, nor do they involve the
fundamental research and development responsibilities characteristic of ST positions. SL
positions may include some supervisory and related managerial duties, provided these
duties occupy less than 25 percent of the position's time.
NOTE: In some instances, the SL system is used for positions that meet the SES
executive criteria in agencies that have been excluded from the SES.
Scientific/Professional (ST) Positions. ST positions are classifiable above the GS-15
grade level and involve the performance of high-level research and development in the
physical, biological, medical, or engineering sciences (or closely related field). ST
positions may include some supervisory and related managerial duties, provided these
duties occupy less than 25 percent of the position's time. Given the characteristics of
project manager work, it is unlikely to occur in ST positions.
Interpretive Guidance for Project Manager Positions May 2019
U.S. Office of Personnel Management
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Qualifying and Ranking Applicants
for Project Manager Positions
Qualifying Applicants
Governmentwide minimum qualification standards are published in OPM’s Operating
Manual: Qualification Standards for General Schedule Positions. Because project manager
positions usually require knowledge of a specific administrative, scientific, or engineering field,
agencies must determine the paramount occupational knowledge for each position to identify the
appropriate qualification standard. The same occupational knowledge that determines the series
of a position for classification purposes (see pages 6 and 7) also determines the qualification
standard used to select an individual to fill the position. For minimum qualifications, use the
qualification standard appropriate for the occupational series.
Agencies may supplement minimum qualifications with additional knowledge, skills, and
abilities (KSAs) or competencies identified through job analysis. Job analysis is a systematic
method of studying a job to identify the tasks performed and link them to the KSAs/
competencies required to perform these tasks. Where appropriate, and supported by job analysis,
agencies may use the project management competency as a selective factor or quality ranking
factor. For additional information on conducting a job analysis and establishing selective and
quality ranking factors, agencies may consult OPM’s Delegated Examining Operations
Handbook.
Selective factors become part of the minimum requirements for a position. A selective factor is
a “screen out” (i.e., if an applicant does not meet a selective factor he/she is ineligible for further
consideration).
Selective factors:
Are essential for successful performance on the job (i.e., if individuals do not have the
selective factor, they cannot perform the job);
Are almost always geared toward a specific technical KSA/competency;
Require extensive training or experience to develop; and
Cannot be learned on the job in a reasonable amount of time.
Selective factors cannot be so narrow that they preclude from consideration applicants who could
perform the duties of the position. Agencies may not use selective factors that could be learned
readily during the normal period of orientation to the position. Nor should agencies use selective
factors that are so agency specific that they exclude from consideration applicants without prior
Federal service or preclude selection of applicants from priority placement lists established to
assist in the placement of employees affected by reductions in force. Examples of
KSAs/competencies that should not be used as selective factors include knowledge of:
An organization’s policies and planning processes; and
An agency’s rules, regulations, policies, and guidance.
NOTE: When using a selective factor, you must specify the required proficiency level.
Interpretive Guidance for Project Manager Positions May 2019
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Ranking Qualified Applicants
Quality ranking factors are KSAs/competencies that significantly enhance performance in a
position, but, unlike selective factors, are not essential for satisfactory performance. Agencies
should rank applicants with higher proficiency levels on a quality ranking factor above those
with lower proficiency levels. Agencies may not rate qualified candidates ineligible solely for
failure to possess a quality ranking factor. With quality ranking factors, the focus is on the level
of proficiency the candidate brings to the job.
Justification and Documentation
Agencies must document both selective factors and quality ranking factors through job analysis
by identifying the:
KSAs/competencies basic to and essential for satisfactory job performance;
Duties/tasks the incumbent will perform that require possessing the required
KSAs/competencies; and
Education, experience, or other qualifications that provide evidence of the possession of
the required KSAs/competencies.
Considering Certification
OPM has not established certification requirements for Project Manager positions. However,
agencies may specify a particular type of certification (or equivalency) in establishing selective
criteria or in defining quality ranking factors. Subject matter experts must determine that the
certification is necessary for satisfactory job performance (i.e., the certification is related to the
duties/tasks and required KSAs/competencies of the job). The certification may then be used as
evidence that a person has the KSAs/competencies needed to perform project management work
at a satisfactory level.
Assessment Policy and Tools
Applicable law requires the use of effective assessments in the hiring process, and OPM
promotes their use for practical reasons as well. The use of effective assessments addresses
barriers to recruiting and hiring the talent needed in agencies to perform the cybersecurity work
of the agency and improves the quality and diversity of hires. In addition, the use of effective
assessments in the hiring process provides human resources professionals and hiring managers
the tools and resources needed to support their recruiting and hiring efforts and increase hiring
manager satisfaction with the quality of applicants. This requires the collaboration between HR
and hiring managers to develop and design effective assessment strategies to hire the talent
needed to perform the cybersecurity work of your agency.
Agencies should standardize and document the assessment process through the following steps:
Treat all individuals consistently. This is most easily accomplished by adopting a
standardized assessment and decision-making process. "Standardizing" means making a
Interpretive Guidance for Project Manager Positions May 2019
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process uniform to ensure the same information is collected on each individual and is
used in a consistent manner in employment decisions.
Ensure the selection tool is based on an up-to-date job analysis and is supported by strong
validity evidence. A validation study can verify that applicants who score well on the
selection device are more likely to do well on the job and contribute to organizational
success. Agencies not familiar with validation research methodology are encouraged to
consult a measurement expert.
OPM offers various assessments resources and tools for agency use. The following highlights
our policy, tools and educational resources available to agencies.
POLICY
Assessment & Selection Website – contains resources to learn more about personnel
assessment, assessment methods, steps to designing effective assessment strategies, and the
importance of effective personnel assessment.
Delegated Examining Operations Handbook (DEOH), contains information on the assessment
process and policy.
Chapter 2– Identifying the Job and its Assessments (p. 22);
Chapter 5 – Assess Applicants (p.90);
Appendix F Multipurpose Occupational Systems Analysis (p. 233); and
Appendix G – OPM’s Job Analysis Methodology (p. 275).
Interagency Assessment Policy Forum – Interagency work group with the focus to improve
assessments Governmentwide. Contact us at [email protected] or
TOOLS
Assessment Decision Tool (ADT) – OPM’s automated system developed to help Federal
agencies evaluate and improve their hiring processes and thus continuously build and sustain an
effective civilian workforce for the Federal Government. The system is designed to help human
resources professionals and hiring supervisors/managers develop assessment strategies targeted
to specific competencies and other situational factors relevant to their hiring situation (e.g.,
volume of applicants, level of available resources). The ADT is designed to provide you with
customized information based on your specific hiring needs.
USA Hire – The USA Hire
SM
assessment battery can be used in conjunction with the traditional
occupational questionnaire, and/or additional assessments, such as a Structured Interview, to
target agency-specific job requirements. USA Hire
SM
offers the following advantages:
Objective, professionally-developed assessments
An efficient and effective tool for evaluating candidates
Meets all legal guidelines and professional standards
Applicant friendly
Ease of implementation as it is already fully integrated with USA Staffing®
Interpretive Guidance for Project Manager Positions May 2019
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Advanced technology to include computer adaptive testing
Whole person assessments allow agencies to target critical job-relevant competencies
More valid measures of applicant competence, reinforced by decades of research
supporting the validity of USA Hire
SM
type assessment results
EDUCATIONAL RESOURCES
OPM’s Assessment and Selection website includes presentations and tools that agencies may
use to develop an assessment strategy and to learn more about various assessment tools and the
use of assessments to meet agency specific needs in hiring (e.g., assessing students and recent
grads).
Training and Developing Project Managers
Credentials and Academic Degrees
Agencies may establish career development programs in which employees can move through a
series of increasingly more responsible project management assignments. Sometimes these
career programs include opportunities for rotational assignments that help broaden the
employee’s perspective. In addition, formal training (both Government-sponsored and
commercial courses) may cover aspects of project management. Individual courses may be
organized into formal programs that lead to academic degrees or that help employees become
eligible for a specific credential. In any instance, agencies need to ensure that courses and
training adhere to established procedures and guidelines, especially as the law now authorizes
agencies to fund credentials and academic degree training. Agencies are reminded that they
may pay for formal programs that lead to academic degrees only if the academic institution
is accredited by an organization approved by the U.S. Department of Education.
Credentials
The National Defense Authorization Act for Fiscal Year 2002 enacted into law changes in
chapter 57 of title 5, United States Code. Now, 5 U.S.C. 5757 provides that an agency may pay
for “(1) expenses for employees to obtain professional credentials, including expenses for
professional accreditation, State-imposed and professional licenses, and professional
certification; and (2) examinations to obtain such credentials.”
This law goes on to require that this authority “may not be exercised on behalf of any employee
occupying or seeking to qualify for appointment to any position that is excepted from the
competitive service because of the confidential, policy-determining, policy-making, or policy-
advocating character of the position.”
Academic Degree Training
The Homeland Security Act of 2002 expanded agency authority to pay for academic degree
training. Now, 5 U.S.C. 4107 provides that “An agency may select and assign an employee to
Interpretive Guidance for Project Manager Positions May 2019
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academic degree training and may pay or reimburse the costs of academic degree training from
appropriated or other available funds if such training:
Contributes significantly to (A) meeting an identified agency training need; (B) resolving
an identified agency staffing problem; or (C) accomplishing goals in the strategic plan of
the agency;
Is part of a planned, systemic, and coordinated agency employee development program
linked to accomplishing the strategic goals of the agency; and
Is accredited and is provided by a college or university that is accredited by a nationally
recognized body.
The new 5 U.S.C. 4107 goes on to require that the agency:
Consistent with the merit system principles set forth in paragraphs (2) and (7) of section
2301(b), take into consideration the need to (A) maintain a balanced workforce in which
women, members of racial and ethnic minority groups, and persons with disabilities are
appropriately represented in Government service; and (B) provide employees effective
education and training to improve organizational and individual performance;
Assure that the training is not for the sole purpose of providing an employee an
opportunity to obtain an academic degree or qualify for appointment to a particular
position for which the academic degree is a basic requirement;
Assure that no authority under this subsection is exercised on behalf of any employee
occupying or seeking to qualify for (A) a noncareer appointment in the Senior Executive
Service; or (B) appointment to any position that is excepted from the competitive service
because of its confidential policy-determining, policy-making, or policy-advocating
character; and
To the greatest extent practicable, facilitate the use of online degree training.
Further Guidance
This guidance will help you classify and fill project manager positions, as well as develop project
managers. If you have questions about this guide, contact the appropriate OPM office as
follows:
Classification/Qualifications Policy – [email protected]
Assessment Policy – [email protected]
Employment or staffing issues – [email protected]
Pay and Leave Policy – [email protected]
Training and employee development topics – [email protected]