Statement of Work 6 16 22 (updated 11 8 24).docx

STATEMENT OF WORK (SOW)

Revised 6/16/22

U.S. Citizenship and Immigration Services (USCIS) Office of Human Capital and Training (HCT)

Federal Retirement Benefits Calculator

I. Introduction and Background

a. Introduction The Department of Homeland Security (DHS), U.S. Citizenship and Immigration Services (USCIS) has a need for software that provides an integrated solution for retirement and benefits calculations, and an automated form filling for both Human Resources (HR) Specialists and USCIS Employees.

b. Background The Office of Human Capital and Training (HCT) within USCIS provides oversight, direction, and operational support for an integrated program of employee benefits and retirement matters for USCIS employees. In order to provide this service, HCT is seeking a Federal retirement and benefits web-based integrated system that will combine managing all HR functions into one program.

II. Scope

The Scope of this effort is to acquire a SaaS (Software as a Service) solution FedRAMP authorized web-based service for Federal retirement calculations that is accessible by Human Resources specialist and employees alike. The software must provide an integrated solution for benefits calculations and automated form filling for both specialists and employees. The retirement calculator must handle: voluntary, early, and disability retirement benefits; part-time and intermittent service; deposits and re-deposits owed; Social Security (SS)/ Federal Employees Retirement System (FERS) supplement benefits; Thrift Savings Plan (TSP) benefits; survivor benefits; and severance pay. The integrated application needs to contain the Civil Service Retirement System (CSRS), CSRS Offset, FERS, FERS- Revised Annuity Employees (RAE), FERS- Further Revised Annuity Employees (FRAE), Office of Workers Compensation Programs (OWCP), Leave Without Pay (LWOP), USERRA Computations, Death in Service, Specify Service History Report, specify deposit report, Federal Erroneous Retirement Coverage Corrections Act’s (FERCCA) Calculator, and other forms of the Office of Personnel Management (OPM) for electronic form filling, data storage, and case management. Data in the central database may be updated bi-weekly with data from the agency payroll/personnel system.

III. Period of Performance

The period of performance for this requirement will be a 12-month base period and four 12-month option periods.

IV. Task Requirements

HCT requires a SaaS solution FedRAMP authorized system for all USCIS employees (approximately 20,000 people) that delivers:

· User accounts for HR/Benefits Specialist with full access to Federal Retirement Benefits Calculator (FRB) Web and access to automated and pre-filled retirement processing forms to address their duties to prepare retirement estimates, counsel employees and prepare the retirement application and related forms for transmittal to OPM. This user account also provides access to the Federal Erroneous Retirement Coverage Corrections Act’s (FERCCA) Calculator.

· User accounts for HR assistants or representatives for partial access to FRB Web to calculate service computation dates. In addition, this licensing helps determine the correct retirement coverage; allows calculation of potential deposits and/or re-deposits; and allows access to the iForms, which facilitate on-boarding/in-processing, separation, and retirement case processing.

In addition to specific roles for the agency HR community, there are two additional services needed:

· A data download service that pre-fills the employee profile and salary history, as well as a bi-weekly update of salary information.

· Employees access to develop and print and/or save their personal “what-if” retirement calculations/scenarios via PDF to their own files. HR Specialists and employees will have different interface screens reflecting the respective roles; however, both will use and see the same data, same forms and saved “what-if” scenarios.

The employee access function needs to include not only the opportunity for employees to calculate Federal retirement, TSP, and SS calculations, but also include additional tools addressing the new statutory provisions requiring agencies to enhance employee awareness of Federal retirement systems and personal financial management literacy:

· Employee self-service interactive software allowing long range personal financial projections based on entering financial assets and liabilities.

· Web-based employee self-service pre-retirement seminar that can be accessed 24/7.

· Customer Support/Help Desk that should include subject matter expert. Available by email during normal business hours (suggested 8:00am EST to 4:30pm EST). Response time requested is 24 to 48 business hours.

V. Establishing and Maintaining User Accounts

DHS USCIS will be responsible to take appropriate action to de-activate access to web licensing for those staff members who no longer need access because of a change in duty assignment within the agency or separation from the agency.

Program will use data feed to provide Federal employees with automatic access upon entry on duty. Vendor will also assign administrator access to at least one employee. That administrator will grant specialist access to Human Resources employees as needed. All users should log in via webpage with user ID and password or with PIV.

VI. Deliverables

The Deliverables for this contract are the complete range of services as described in section IV to service customers within USCIS. The Contractor shall provide all deliverables to the Contracting Officer’s Representative (COR) as specified in the Deliverables Chart below for review and acceptance. The Contractor shall provide the deliverables in electronic format to the COR. All documentation developed by the Contractor shall become the property of the Government and shall not contain proprietary markings.

The Government will have 10 calendar days to review and provide comments to the Contractor prior to acceptance of all deliverables. The Contractor shall then respond as described above within 5 calendar days after receipt of Government comments.

Deliverables Chart

VII. Monthly Status Reports

The Contractor shall submit one electronic copy of each monthly report to the Contracting Officers Representative (COR) by the 8th calendar day of the month for review, processing, and acceptance. The electronic copy shall be provided on CD or e-mail media that is compatible with the software commonly used at USCIS.

The status report should include a summary of all Contractor work performed, an assessment of technical progress, schedule status, and any Contractor concerns or recommendations for the previous 30-day period.

Report Format: The Monthly Status Report will contain, but not limited to, the following information:

a. USCIS Contract Number

b. Name of Contractor

c. Phone Number of Contractor

d. Period of Performance

e. Total Dollar Value

f. Title of Project: Federal Retirement Benefits Calculator

g. Management Summary - Document any major problems or issues and any significant progress or events by task.

h. Narrative – Monthly description of agency aggregate number of system users and frequency and the type of administrator support services provided during the reporting period and expected to be performed during the next month. Include discussions of any problems, unresolved system issues, and recommendations for correction.

VIII. Post Award Conference/Meeting

The contractor will meet with the Contracting Officer (CO), Government COR and Program Manager (PM) within seven calendar days after award. The purpose of the meeting will be to identify primary points of contact, discuss scope, tasks, and understanding of technical approach. The Contractor will prepare and submit a written report of the findings and understanding of the project.

IX. Program Manager

Lisa PidgeonClayton S. Wells (Scott) Chief, Benefits and Retirement Branch Office of Human Capital and Training Department of Homeland Security U.S. Citizenship and Immigration Services 124 Leroy Road Williston, VT 05495 70 Kimball Ave. So. Burlington, VT Email: Clayton.S.Wells@uscis.dhs.gov HYPERLINK "mailto:Lisa.M.Pidgeon@uscis.dhs.gov" \hLisa.M.Pidgeon@uscis.dhs.gov Phone: (802) 233660-36521730

X. Other Contract Details

Access to facilities, personnel, and computer systems may be approved and coordinated by the USCIS point of contact only.

XI. Section 508 Requirements Section 508 of the Rehabilitation Act (classified to 29 U.S.C. § 794d) requires that when Federal agencies develop, procure, maintain, or use information and communications technology (ICT), it shall be accessible to people with disabilities. Federal employees and members of the public with disabilities must be afforded access to and use of information and data comparable to that of Federal employees and members of the public without disabilities.

All products, platforms and services delivered as part of this work statement that, by definition, are deemed ICT shall conform to the revised regulatory implementation of Section 508 Standards, which are located at 36 C.F.R. § 1194.1 & Appendixes A, C & D, and available at https://www.ecfr.gov/cgi-bin/text-idx?SID=e1c6735e25593339a9db63534259d8ec&mc=true&node=pt36.3.1194&rgn=div5. In the revised regulation, ICT replaced the term electronic and information technology (EIT) used in the original 508 standards. ICT includes IT and other equipment.

Exceptions for this work statement have been determined by DHS and only the exceptions described herein may be applied. Any request for additional exceptions shall be sent to the Contracting Officer and a determination will be made according to DHS Directive 139-05, Office of Accessible Systems and Technology, dated November 12, 2018 and DHS Instruction 139-05-001, Managing the Accessible Systems and Technology Program, dated November 20, 2018, or any successor publication.

XII. 1.1 Section 508 Requirements for Technology Products Section 508 applicability to Information and Communications Technology (ICT): web based service Applicable Exception: N/A Authorization #: N/A Applicable Functional Performance Criteria: All functional performance criteria in Chapter 3 apply to when using an alternative design or technology that results substantially equivalent or greater accessibility and usability by individuals with disabilities than would be provided by conformance to one or more of the requirements in Chapters 4 and 5 of the Revised 508 Standards, or when Chapters 4 or 5 do not address one or more functions of ICT.

Applicable 508 requirements for electronic content features and components (including but not limited to Internet or Intranet website; Electronic documents; Electronic forms; Electronic document templates; Electronic surveys; Electronic reports; Electronic training materials): All requirements in E205 apply, including all WCAG 2.0 Level A and AA Success Criteria apply as specified in E205 Applicable 508 requirements for software features and components (including but not limited to Web, desktop, server, mobile client applications): All requirements in Chapter 5 apply, including all WCAG 2.0 Level A and AA Success Criteria, 502 Interoperability with Assistive Technology, 503 Application, 504 Authoring Tools Applicable 508 requirements for hardware features and components: Does not apply Applicable 508 requirements for support services and documentation: All requirements in Chapter 6 apply XIII. 1.3 Section 508 Deliverables

1. Section 508 Accessibility Conformance Reports: For each ICT item offered through this contract (including commercially available products, and solutions consisting of ICT that are developed or modified pursuant to this contract), the Offeror shall provide an Accessibility Conformance Report (ACR) to document conformance claims against the applicable Section 508 standards. The ACR shall be based on the Voluntary Product Accessibility Template Version 2.0 508 (or successor versions). The template can be found at https://www.itic.org/policy/accessibility/vpat. Each ACR shall be completed by following all of the instructions provided in the template, including an explanation of the validation method used as a basis for the conformance claims in the report.