3_PERSI-DocTypes-with-Annual-Volume.xlsx

XLSX spreadsheet 17 KB Posted Oct 2, 2023

Attached to: Hydronic loop testing
Solicitation number: 138
Issued by: Canyon County, Idaho

About this file

Written by GovTribe AI · Sep 16, 2024

The provided document appears to be a spreadsheet detailing the types and volumes of documents generated and imaged by the Arrivos imaging system for the Public Employee Retirement System of Idaho (PERSI) from March 2018 to March 2019. The spreadsheet lists the top 10 document types generated by the Arrivos system and the top 10 document types generated by scanning, along with the corresponding number of documents imaged for each type.

The related state and local contract opportunity is a Request for Quote (RFQ) for hydronic loop testing services for various jurisdictions in the state of Idaho, including Ada County, Clearwater County, and Boise City. The RFQ does not provide detailed information about the project scope, quantities, response dates, or contract term. However, it identifies the participating state and local government entities and their associated FIPS codes.

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Other files

File	Type	Posted
Administration Document (2).docx	DOCX document	Oct 2, 2023
Signature Page RFQ August 2020.pdf	PDF	Oct 2, 2023
Insurance Requirements 2023.docx	DOCX document	Oct 2, 2023
solicitation_instructions Jan 2017.pdf	PDF	Oct 2, 2023
IDOL's OnBase Screenshots for RFP.docx	DOCX document	Oct 2, 2023
Exhibit B Price Sheet.xlsx	XLSX spreadsheet	Oct 2, 2023
Exhibit C.pdf	PDF	Oct 2, 2023
1_Arrivos-OnBase Integration.pdf	PDF	Oct 2, 2023
4_PERSI_OnBase-Statistics_September-2024.pdf	PDF	Oct 2, 2023
PERSI OnBase report.pdf	PDF	Oct 2, 2023
Standard Terms and Conditions_May 2021.pdf	PDF	Oct 2, 2023
2_Arrivos WorkFlow Table .xlsx	XLSX spreadsheet	Oct 2, 2023
Labor OnBase Licenses.pdf	PDF	Oct 2, 2023
RFP Event 204 Administrative Document.docx	DOCX document	Oct 2, 2023

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Doc-Types

ARRIVOS IMAGING TO ONBASE: MARCH 2018 - MARCH 2019				Top 10
DOCUMENT TYPE GENERATED BY ARRIVOS	# IMAGED	DOCUMENT TYPE GENERATED BY SCAN	# IMAGED		TOP 10 GENERATED BY ARRIVOS	# IMAGED
Account Registration Ltr	8,975	8 month Cert Form	853		Insurance Summary	16,977
Base Plan DRO and CA Waiver	8	Additional Base Plan Pmt Agreement	2		BNF Conf Ltr	12,878
Base Plan Elig Waiting Pmt Agrmnt	1	Affidavit for Cancellation	77		Process Demo and Contact Info	12,257
Base Plan Optnl BB Pmt Agreement	845	App for Reinstatement of Ret	24		Account Registration Ltr	8,975
BB Comparison Ltr	562	Application for Membership	953		Bene Ests	8,079
Bene Ests	8,079	Audit Info - File	17		Account Balance/Benefit Ltr	5,666
BNF Conf Ltr	12,878	Base Acct Withdrawal	1,537		Tax and Bank Change Conf Ltr	3,901
BNF Missing Info Ltr	1,771	Base Plan DRO	165		Ret Est with POS and BB	3,159
DC Pmt Agreement	119	Base Plan DRO and CA Waiver	12		Ret Conf LTR	2,855
Death Bene Award LTR	711	Base Plan Optnl BB Pmt Agreement	155		Sep Ben Conf	2,320
Death Missing	27	Bene Ests	12
Decree - No Division	343	BNF Conf Ltr	17
Decree Missing	14	BNF Designation Form	8,395
Dis Approval Ltr	91	BNF Missing Info Ltr	28		TOP 10 GENERATED BY SCAN	# IMAGED
Dis Corr In	26	BNF Waiver of Death Ben	5		Undefined-Backfile	9,614
Div Notice to Crt	2	Buyback Request	2		BNF Designation Form	8,395
DRO Deny	57	Cert of Empl of Retired Member	351		Rtrnd Mail - File	5,953
Employee Contributions Due	118	Cert of Empl of Retired Teacher or Admin - WRM	36		Employer Check	5,920
Employer Refund/DC Notice	501	Child Support Info	9		Ret Proof	4,913
Ineligible Refund Letter	423	Choice 401k Plan Transfer Rqst for Base Plan Pmt Agr	82		Fed and ID Withholding	3,772
Insurance Summary	16,977	Class 2 Cert - Fire	95		Direct Deposit Form	3,475
Invalid Separation Pmt Agreement	9	Class 2 Cert - Police	259		Mbr Address Change	3,308
Not Eligible to Ret Ltr	24	Conservatorship	1		Ret Application	2,106
Not to Financial Institution	164	Corr In	120		Member Check	2,074
Notice of Benefits Ending	1,131	Corr Out	85
Open Invoice Reminder Ltr	627	DC Pmt Agreement	36
Option Change	99	Death Bank Rtrnd Pymnt LTR	8
Pmt Received Ltr	1,474	Death Condolence LTR	2
Popup Notification	187	Death Info - File	6
POS Cost LTR	559	Death Notice	7
PPA Insurance Summary	88	Decree Missing	1
Process Demo and Contact Info	12,257	Defined Contributions	1
Process Demo and Contact Info WF - Act Mbr	275	Direct Deposit Changes	55
Process Demo and Contact Infor - Missing	338	Direct Deposit Form	3,475
Req for Military Cert	5	Dis - File	2
Ret Award LTR - Fin	1,846	Dis Corr In	6
Ret Award LTR - Fin2	603	Dis Corr out	3
Ret Award LTR - Prelim	2,136	Dis Ret Initial Info Cert	81
Ret Conf LTR	2,855	Div Notice to Crt	1
Ret Est Disability	144	Divorce Decree	230
Ret Est with BB	545	Estimate Request	11
Ret Est with POS and BB	3,159	Expenditure Authorization	2
Ret Missing LTR	819	Fax Sheet	1
Retiree Calc Opt Mbr	19	Fed and ID Withholding	3,772
Retiree Calc Opt Sp	9	Guardianship	1
Retiree Calc Reg/3 Mbr	20	Ins Doc	8
Retiree Calc Reg/3 Sp	8	Ins Doc - File	15
Retiree Split AP	19	Ins Enrollment Form	2
Retiree Split Mbr	19	Ins Enrollment Form - File	55
Segregation AP	102	Mbr Address Change	3,308
Segregation Mbr	102	Mbr Name Change	209
Sep Ben Conf	2,320	Negate Retirement Pmt Agreement	8
Sep Ben Deny	64	Non ret Proof	293
Sep Ben Missing	202	Notice of Term - Conf of Term	17
SL Near Exhstion LTR	1,122	Notice to Correct Mbr SSN	1
Svc Breakdown	77	Obituary	513
Tax and Bank Change Conf Ltr	3,901	Opt Death Benefit Worksheet	1
Tax and Bank Missing Info Ltr	258	Option Change	13
Decree Calc Mbr	145	ORP	91
Decree Calc Sp	83	Out of State Service Credit	15
Non Retired Calc Mbr	200	Pmt Agreement - File	5
Non Retired Calc Sp	67	PERSI Durable POA	129
Disability to Svc Ltr	85	POS - Corr In - NS	8
Process Deduction Ltr	156	POS Cost LTR	243
Retiree Return to Work	10	POS Rollover Verification	141
Retiree Return to Work Invoice Created	24	Power of Attorney	85
Retiree Return to Work Employer Invoice Created	24	Print Screen	8
Retiree Return to Work		Process Demo and Contact Info WF - Act Mbr	2
Errors on RS132 and RS132A	16	Process Demo and Contact Infor - Missing	3
Account Balance/Benefit Ltr	5,666	PSO Ins Deduction	55
Disability Not Eligible to Apply Ltr	4	Pmt Agreement Rollover Verif	69
CP QDRO Approval	52	Rcpt of SB or Ret Check	75
SCO Prior FY Invoice	109	Recap ER Trnsmttls	25
SSFRA Notice	661	Recap ER Trnsmttls Ernd	4
		Receipt for Cash	6
		Release of Info Form	1,738
		Req for Choice Plan Dist to Purch Base Plan Svc	135
		Req for FRF Surviving Spouse	3
		Ret Application	2,106
		Ret Conf LTR	162
		Ret Corr In	16
		Ret Missing LTR	31
		Ret Proof	4,913
		Retiree Ben Worksheet	301
		Rqst for Acct Info by Spouse or Ex	14
		Rqst for CA Allwnce	237
		Rqst for Commuted Bene	9
		Rqst for Death Ben	117
		Rqst for Death Ben Pymnt	1
		Report of RS103 Adjustment	2
		Rtrnd Mail - File	5,953
		Sep Ben Conf	2
		Dis to Service Ret	89
		SL Deduction Auth Form	5
		Small Estate Prcding	4
		Tax and Bank Change Conf Ltr	1
		Tax and Bank Missing Info Ltr	1
		Undfnd Backfile	1
		Verification Request	154
		Warrant Cancellation	220
		Warrant Returned - NS	154
		Choice 401k Plan DRO	60
		Divorce Corr In	10
		Ret Corr In - NS	32
		Conf of Term - NS	1
		Dis Corr In - NS	15
		Disability to Svc Ltr	7
		Undefined-Backfile	9,614
		Member Check	2,074
		Visitor Sign-in Sheet	354
		Negate Retirement Comparison Ltr	1
		Ret Allow Est Worksheet	7
		ER Corr	1
		ER Corr - File	2
		Employer Check	5,920
		Sick Leave Policy	11
		Ins Carrier Cert of Group Ins	25
		Memo of Understanding	31
		ER Cert of Group Ins	23
		Resolution and Application to Join	2
		ER Unit Contract	3
		New ER Info	3
		New ER Welcome Letter	1
		Cert of Notice and Hearing	2
		ER Intent to Withdraw	1
		Annual Statement Inquiry - NS	1
		Choice Plan Corr-In	10
		Death Benefit Claim Req	29
		Deferral Election Form	9
		Demographic and Contact Info - Active Mbr Ltr	2
		Demographic and Contact Info - Conf Ltr	41
		Demographic and Contact Info - Missing Ltr	8
		Divorce Corr - Send to File	4
		Federal Tax Levy	1
		Incoming Rollover Req	6
		Member Req	4
		Other Plan Forms	14
		Paycheck Contribution Form	34
		RMD	3
		Separation Withdrawal Req	6
		Account Balance/Benefit Ltr	8
		Disability Not Eligible to Apply Ltr	1
		CP QDRO Approval	196
		Req for Death Ben Pmt to Non-Spouse BNF	121
		Req for Death Ben Pmt to Estate Rep	19
		Req for Death Ben Pmt to Minor BNF	6
		Req for Death Ben Pmt to Charitable Org	1
		Military Documentation	8
		ORP SL Submission	6
		ER Entry Elig Proofs	2
		ER Entry Screen and Cert	3
		Mbr SS Quote Cert	185
		Ins Carrier Cert of Ins Policy	5
		OGI Cert of Ins	3
		Base Plan RMD Ltr	310
		Vol SL Program Application	1
		Workers Comp Info	2

File details come from the government source that posted it. Updated Sep 16, 2024.