13 - Perkins Business Operations Servicing Requirements Attachment List.xlsx

XLSX spreadsheet 28 KB Posted

Attached to
Perkins Loan Servicing Federal contract opportunity
Solicitation number
91003124R0017
Issued by
Department of Education Contracts and Acquisition Management

About this file

Written by GovTribe AI ·

This document contains a listing of attachments related to the Perkins Loan Servicing federal contract opportunity. The attachments cover a wide range of topics, including accessibility requirements, data reconciliation procedures, interface file layouts, transaction processing, and various servicing guides and templates. The contract opportunity solicitation provides details on the Perkins Loan Servicing project, including submission instructions and deadlines. Offerors are advised to review the attachments carefully as they contain the project requirements and deliverables that must be addressed in the proposal. The solicitation is being issued by the Department of Education Contracts and Acquisition Management.

View the file

Other files for this federal contract opportunity

Other files attached to Perkins Loan Servicing, newest first.
File Type Posted
91003124R0017_SF1449_AMD0007.pdf PDF
91003124R0017 Perkins Solicitation Questions and Answers - AMD 0007.pdf PDF
91003124R0017 Perkins Solicitation Questions and Answers - AMD 0006.pdf PDF
91003124R0017_SF1449_AMD0006.pdf PDF
91003124R0017 Perkins Solicitation Questions and Answers - AMD 0005.pdf PDF
91003124R0017_SF1449 Continuation - AMD 0005 Updates.pdf PDF
91003124R0017_SF1449_AMD 0005.pdf PDF
91003124R0017_SF1449_AMD 0004.pdf PDF
91003124R0017_SF1449 Continuation - AMD 0004 Updates.pdf PDF
91003124R0017 Perkins Solicitation Questions and Answers - AMD 0004.pdf PDF
91003124R0017 Perkins Solicitation Questions and Answers - AMD 0003.pdf PDF
91003124R0017_SF1449_AMD0003.pdf PDF
07 - Pricing Template - AMD 0003 Updates.xlsx XLSX spreadsheet
15 - FSA Integrated Cloud Strategy.pdf PDF
08- Consumer Protection Compliance Template - AMD0002 Updated.xlsx XLSX spreadsheet
91003124R0017_SF1449 Continuation - AMD 0002 Updates.pdf PDF
05 - Business Operations Servicing Requirements - AMD 0002 Updates.pdf PDF
07 - Pricing Template - AMD 0002 Updates.xlsx XLSX spreadsheet
91003124R0017_SF1449_AMD0002.pdf PDF
16 - FSA Architecture Standards Template.pdf PDF
14 - IT Requirements Repository.xlsx XLSX spreadsheet
Historical Data - Perkins Monthly Call Stats.xlsx XLSX spreadsheet
91003124R0017 Perkins Solicitation Questions and Answers.pdf PDF
91003124R0017_SF1449_AMD0001.pdf PDF
91003124R0017_SF1449 Continuation_AMD0001.pdf PDF
Attachments BO5 - BO42.zip ZIP file
Attachments BO88 - BO108.zip ZIP file
Attachments BO154 - BO168.zip ZIP file
02 - Technology_Standards_and_Products_Guide.pdf PDF
09 - Monthly Vendor Employee Template.xlsx XLSX spreadsheet
Attachments BO43 - BO71.zip ZIP file
Attachments BO109 - BO123.zip ZIP file
Attachment BO2 - 2013 Accessibility Testing Report.xlsx XLSX spreadsheet
05 - Business Operations Servicing Requirements.pdf PDF
10 - Security Designation for Staffing Projections.xlsx XLSX spreadsheet
Attachments BO124 - BO135.zip ZIP file
Attachment BO72 - BO84.zip ZIP file
Attachments BO188 - BO212.zip ZIP file
Attachments BO169 - BO181.zip ZIP file
Attachments BO182 - BO187.zip ZIP file
07 - Pricing Template.xlsx XLSX spreadsheet
91003124R0017_SF1449 Continuation.pdf PDF
12 - Initial Authorization to Operate Timeline Actions.pdf PDF
08- Consumer Protection Compliance Template.xlsx XLSX spreadsheet
Attachment BO4.zip ZIP file
Attachments BO136 - BO153.zip ZIP file
03 - FSA Brand Guidelines.pdf PDF
04 - Deliverable Chart.pdf PDF
91003124R0017_SF1449.pdf PDF
11 - Teaming Arrangements and Subcontracting Template.xlsx XLSX spreadsheet
Show all 50

On GovTribe

Work with this file on GovTribe

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file
Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

Attachments Listing

SectionName
Attachment BO12012.01Web Content Accessibility Guidelines (WCAG 2.0)
Attachment BO22013.08Attachment 2013 Accessibility Testing Report
Attachment BO33001FSA Writing Style Guide
Attachment BO43002Code Snippets and Brand Templates Attachments.zip
Attachment BO54001Student Aid Internet Gateway (SAIG)
Attachment BO66001List of Deliverables to FSA
Attachment BO76005Instructions for Electronic Signature
Attachment BO86012loan program codes and funds 1012 v5
Attachment BO96017FMS Operations - APEX User Support Handbook
Attachment BO106018A1Sample Servicing System Portfolio to FMS Reconciliation by Fund and Loan Program (principal)
Attachment BO116018A2Sample Servicing System Portfolio to FMS Reconciliation by Fund and Loan Program (interest)
Attachment BO126018BFSA review procedures
Attachment BO136018CSubledger Reconciliation Information
Attachment BO146022ASample Servicing System to FMS Reconciliation for Unapplied Cash
Attachment BO156022BFSA review procedures
Attachment BO166027ASample Transfers to Other Contractors to FMS Reconciliation
Attachment BO176027BTransfer Recon Flow Diagram
Attachment BO186028Sample Unmatched Report
Attachment BO196030TROR Data Call Specs for Non-Default Contractors
Attachment BO206031Sample Transfer-In Reconciliation for Loan Transfers
Attachment BO216031.01Edcontractor_Mailbox_Listing
Attachment BO226032.01Sample System Balancing Reconciliation Report
Attachment BO236033Internal System Balancing Procedures
Attachment BO246034Sample WIP Consolidation Payoff Tracking Report
Attachment BO256035AProcedures for Internal System Balancing of Loan Consolidators Interface Consolidation Payoff activity
Attachment BO266035BExample of Internal System Balancing of Loan Consolidators Interface Consolidation Payoff activity
Attachment BO276038Sample contractor's Crosswalk Report to FMS Crosswalk
Attachment BO286039Sample Monthly Cash Receipts Detail Report
Attachment BO296040Sample Monthly Disbursement Detail Report
Attachment BO306059Sample of Refund and Refund Cancellation Tracking
Attachment BO316068Quarterly CRC Reporting
Attachment BO326069Quarterly CRC Change Report
Attachment BO336071Contractor Monthly and FYTD Transaction Posting Report
Attachment BO346072ASAS_Recon_Additional information on SAS reconciliation
Attachment BO356072BSAS_Recon_SAS to FMS flow diagram
Attachment BO366072C· SAS_Recon_Outstanding Items Report
Attachment BO376074Sample Transfer-In Reconciliation
Attachment BO386094aFrontier-Checkfree-Access-FSA.doc for access form
Attachment BO396094bFrontier-Access Form Instructions.doc for access form instructions
Attachment BO406094cFrontier - FPASS Web.doc
Attachment BO416094dCreating a Group (Query) in Frontier WEB.doc
Attachment BO426094eCreating a Report in Frontier WEB.doc
Attachment BO437001AListing of FMS files
Attachment BO447001BFMS Servicer File Processing Schedule
Attachment BO457002FSA SAIG mailbox flow to FSA FMS Applications
Attachment BO467002ASAIG Header and Trailer Info
Attachment BO477003SAIG Mailbox Details for message information
Attachment BO487004FSA_LR sample email notification
Attachment BO497005AFMS Interface Dashboard Process Flow Diagram
Attachment BO507005BFMS Interfaces Dashboard User Guide
Attachment BO517006ASample Servicer Account Mapping from FMS
Attachment BO527006BFMS GL Outbound Interface for Account Mapping- File Layout
Attachment BO537006CFMS GL Outbound Interface for Account Mapping- Data Field Definitions
Attachment BO547006DAccounting Treatment Document
Attachment BO557006EFMS GL Chart of Accounts 15 Segments
Attachment BO567006FFMS GL Accounts and Funds
Attachment BO577006GFMS Master Servicer Layout Spreadsheet
Attachment BO587007(sample of) contractor's transaction code mapping to FMS summary transaction codes
Attachment BO597008AFMS GL Summary File – File Layout
Attachment BO607008BFMS GL Summary File – Data Field Definitions
Attachment BO617008DServicer Identifiers, Source Codes and ALC Information
Attachment BO627013AFMS Refund Interface - File Layout
Attachment BO637013BFMS Refund Interface - Data Field Definitions
Attachment BO647015AFMS Treasury Confirmation Report File Layout
Attachment BO657015BFMS Treasury Confirmation Report Data Field Definitions
Attachment BO667018AGL WIP Transfers In Out - File Layout
Attachment BO677018BGL WIP Transfers In-Out - Data Field Definitions
Attachment BO687031New FMS Reporting Data Layouts for GL Summary and WIP_TXI_TXO
Attachment BO697032AFMS Purchase Funding Request - File Layout
Attachment BO707032BFMS Purchase Funding Request - Data Field Definitions
Attachment BO717032CFMS LC Servicer Demographic File
Attachment BO728011Acontractor Transaction Processing for TPD
Attachment BO738011BTPD contractor Transaction Processing for TPD
Attachment BO748018LC and TIVOD Disbursement Adjustments for Loans Transferred to DMCS.
Attachment BO758021Sample of DSBADC to FMS with applicable amount fields for partial and full cash cancellations
Attachment BO768037AIPAC Procedures Redacted Version
Attachment BO778037BSF1081 Template for IPAC
Attachment BO788037CProcessing flow of payments via IPAC
Attachment BO798041AMatrix to determine FMS refund process vs. IPAC misdirected process
Attachment BO808041BFlow of Refund process and Treasury confirmations
Attachment BO818043Example of processing refunds for amounts that exceed funds directly collected by the refunding contractor
Attachment BO828044Flow of Refund Cancellation process
Attachment BO838046/8047/8048Refund Revers_Cancel_Stop Pay Claim
Attachment BO848049AProcedures and applicable FMS transaction codes
Attachment BO858049BEscheat Spreadsheet to FSA Processing Division
Attachment BO868050Procedures for Escheatment and applicable FMS transaction codes
Attachment BO878064Consolidation Adjustment from Change to Underlying Loan Not in Existence at an Active contractor.
Attachment BO889001ASample SRS.doc
Attachment BO899001HECP_ACP Template
Attachment BO909001DLockbox Work Flow
Attachment BO919001GACH_Credit_PaymentFlow
Attachment BO929004ECP Generic Return file
Attachment BO9390059005_ECP_User_Access_Request_Form
Attachment BO949006ATCS Technical Reference Manual
Attachment BO959006BAdapter Technical Reference Manual
Attachment BO969006CBlank_ACT
Attachment BO979006Daccess_control_wksht_oci_ccp
Attachment BO989006EAccess Control Worksheet for TCS
Attachment BO999009Credit Gateway User Guide for Online Bill Payments
Attachment BO1009010AHow to access an IPAC schedule_v2
Attachment BO1019010BHow to access a Z-schedule_v2
Attachment BO1029011Remittance Instructions
Attachment BO1039013CIR_Query_v1
Attachment BO10410002FSA's Improper Payment Monitoring Program
Attachment BO10510003FY23 Handout 4
Attachment BO10610006FY23 Non-Default Handout 1
Attachment BO10710007FY23 Non-Default Handout 2
Attachment BO10810008FY23 Non-Default Handout 3
Attachment BO10912000A12000a_NSLDS_DPI (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO11012000B12000b_NSLDS_Attachment_A (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO11112000C12000c_NSLDS_Attachment_B (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO11212000D12000_ED contractor DPI Appendix D
Attachment BO11312000E12000_ED contractor DPI Appendix E
Attachment BO1141200012000_ED contractor DPI Appendix Main Pages
Attachment BO1151200112001_NSLDS_Attachment_C (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO1161200212002_NSLDS_LoanUpdateTraining (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO1171200412004_EnrollmentReportingFile (N/A)
Attachment BO11812004B12004b_EnrollmentMessageClass (N/A)
Attachment BO1191200512005_EnrollmentDetailFile (Enrollment Notify file onFSA PARTNER Connect)
Attachment BO12012005B12005b_EnrollmentPowerpoint (N/A)
Attachment BO1211200612006_NSLDS_CDRInfo (N/A)
Attachment BO1221201112011_NSLDS_EdSvcrReports (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO1231201112011_NSLDS_EdSvcrReports (Refer The Perkins Servicer to their current ED Servicer DPI)
Attachment BO12414000Fell Interfacing with DMCS layout
Attachment BO12514000Fell Debt level validation edits for transfer in
Attachment BO12614000Fell DMCS file exchange format
Attachment BO12714027Rehab Teversal Template
Attachment BO1281701317000.02_Report
Attachment BO12917013a17000.03_Extract
Attachment BO13021000Deferment Crosswalk
Attachment BO13121000Deferment Processing Guide
Attachment BO13222000Forbearance Processing Guide
Attachment BO13322000Forblist v4
Attachment BO13422001Disaster Forbearance Report
Attachment BO13522005CNCS Forb
Attachment BO13623000Discharge Guide
Attachment BO13723006Closed school Discharge Cover Letter Template
Attachment BO13823017List of ITT Closed Schools
Attachment BO13923017List of Corinthian Closed school codes
Attachment BO14023018appr questions response v 16
Attachment BO14123018non-default refund request file template
Attachment BO14223018Servicer ineligible instructions v7b
Attachment BO14323018Servicer letter 01 BD discharge notice
Attachment BO14423018Servicer letter 05 SPC1 Special v2
Attachment BO14523018Servicer letter 06 SPC2_SPC3
Attachment BO14623018AdHos Instruction V24
Attachment BO14723018Appr Example v6
Attachment BO14823018Approval request response v3
Attachment BO14923018Servicer Ineligible Instructions v7
Attachment BO15023018S-1
Attachment BO15123019Natural Disaster Discharge Manifest
Attachment BO15223024Sample ADV Col NonDefault
Attachment BO1532301701
Attachment BO15425000Borrower Benefits v1
Attachment BO15527000Capitalization Job aid v1
Attachment BO15628007Cash Cancellation v1
Attachment BO15728008Example Cash Cancel
Attachment BO15829000Disbursement Adjustment
Attachment BO15929001PBO IRB Non Transfer Adjustment
Attachment BO16029002PIFLCXXMMDDCCYY
Attachment BO16129003Consolidation Origination Manual Adjustment
Attachment BO16229004Transfer Adjustment Spreadsheet v5
Attachment BO16329009.09FMS DM Adjusts After Transfer v4
Attachment BO16429009DMCS to Servicer Template v5
Attachment BO16530000Student Loan credit reporting guide
Attachment BO16630025Loan transfer supplemental file for credit reporting
Attachment BO16734101LHN Receipt File Sample
Attachment BO16834101TPDLHN Layout 2018
Attachment BO16935001Adhoc Payment Support Refund Template
Attachment BO17035001Closed Service Research Template
Attachment BO17135001Payment Support Monthly Report
Attachment BO17235200Legacy Consolidation Adjustment Manual Spreadsheet
Attachment BO17335200Overpayment Template
Attachment BO17435200Underpayment Template
Attachment BO17535201POST LC Manual Adjustment Spreadsheet
Attachment BO17635300Loan Purchase Reject Report Sample
Attachment BO17735301FMFS LC Contractor Demographic file
Attachment BO17835301FMS Purchase funding request data field definitions
Attachment BO17935301FMS purchase funding request file layout
Attachment BO18035302Deal Recon and Loan Purchase detail file sample
Attachment BO18135306PUT Tracking log SDCL tabs added
Attachment BO18240001Change Request Tracking Report
Attachment BO18346000Record Retention Schedule for USDS Servicing
Attachment BO18446000Record Retention Schedule for USDS Servicing
Attachment BO18546001Universal ERM requirements Template
Attachment BO18646004NPRM Digitizing record (NARA)
Attachment BO18747000EDWA Servicing Data Elements v15
Attachment BO18848000Enhanced Reporting Templates
Attachment BO18948001Bankruptcy Aging Report (monthly)
Attachment BO19048001Bankruptcy Report (Monthly)
Attachment BO19148001Discharge Application and Aging Report (Monthly)
Attachment BO19248001Discharge Approval Denial Workflow
Attachment BO19348001IDR application and Processing (Daily)
Attachment BO19448001IRD Detail File (Monthly)
Attachment BO19548001IRD Summary (Monthly)
Attachment BO19648001Loan Consol (Monthly)
Attachment BO19748001Loans Rehab (Monthly)
Attachment BO19848001Performance tracking summary (Monthly)
Attachment BO19948001Portfolio Cohort Performance (Monthly)
Attachment BO20048001Portfolio Summary Report (Monthly)
Attachment BO20148001Servicer Member Delinquency Report (Monthly)
Attachment BO20248001Servicer Member Listing Reprot (Monthly)
Attachment BO20348001Servicer All staff report
Attachment BO20448001Servicer Clearance Request (Monthly)
Attachment BO20548001Servicer Inventory Report (Monthly)
Attachment BO20648001Touchpoint call report
Attachment BO20748002Discharge Automatic Closed School
Attachment BO20848002Discharge Closed School Applications Report
Attachment BO20948002Discharge Closed School Report
Attachment BO21048003Admin Forb Statistics (CR5505)
Attachment BO21148004Discharge Borrower Defense Adjustment Report
Attachment BO21248004Discharge Borrower Defense Report

File details come from the government source that posted it. Updated .