Attachment 2_Operational Services_PWS_vF.pdf

PDF 414 KB Posted May 8, 2020

Attached to: RFP-PERSONNEL ACTION REQUEST (PAR), PAYROLL & BENEFITS SERVICES (PPB2)
Solicitation number: 1331L520R13ES0008
Issued by: Department of Commerce Office of the Secretary

About this file

Written by GovTribe AI · Dec 30, 2023

This document includes a request for proposal for personnel action request, payroll, and benefits services. The U.S. Department of Commerce, Enterprise Services intends to issue a single indefinite delivery, indefinite quantity award from this solicitation to provide PAR, payroll, and benefits transaction processing using existing technology to support offices across the Department of Commerce. Interested offerors must submit any questions by May 15, 2020 at 4:00 PM EDT, and proposals are due by June 8, 2020 at 4:00 PM EDT. The services required include processing personnel actions, payroll transactions, benefits transactions, and records management.

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Attachment 6_Transaction Volumes_vF.xlsx	XLSX spreadsheet	May 8, 2020
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May 8, 2020

ATTACHMENT 2

DRAFT	PERFORMANCE	WORK	STATEMENT	(PWS)	FOR	TASK	ORDER
002:	OPERATIONAL	SERVICES

Department	of	Commerce
Enterprise	Services	–	Human	Resources	–	Personnel	Action	Request,	Payroll,

and Benefits Services (ES‐HR‐PP&B2)

8 May 2020

Table	of	Contents
I. TASK	ORDER	DETAILS	................................................................................................................................................	3

II. PERFORMANCE WORK STATEMENT (PWS)

III. DELIVERABLES AND MILESTONE SCHEDULE

IV. TASK ORDER ADMINISTRATION

DRAFT IDIQ Task Order #002

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	3	of	48
8	May	2020

I. TASK ORDER DETAILS

1.1. ORDER TYPE

This

Task

Order

Fixed‐Price

(FP)

IDIQ

Order.

The

period

combination

Fixed‐Unit‐Pricing

(FUP)

and

FFP.

This

order

issued

under

the

Department

Commerce

Enterprise

Service

‐

Human

Resources

–

Personnel

Action

Request,

Payroll,

and

Benefits

Services

(ES‐HR‐PP&B)

IDIQ

TBD.

1.2. CAR 1352.270‐70 PERIOD OF PERFORMANCE (APR 2010) for Task Order 2

1.2.1. The

base

period

performance

this

order

TBD

through

TBD.

option

exercised,

the

period

performance

shall

extended

through

the

end

that

option

period.

1.2.2. The option periods that may be exercised are as follows:

Period	of	Performance
Option	Period	Dates	Duration
Base	Period	TBD	TBD	Months

1	TBD	6	Months
2	TBD	6	Months
3	TBD	6	Months
4	TBD	6	Months
5	TBD	6	Months
6	TBD	6	Months
7	TBD	6	Months
8	TBD	6	Months
9	TBD	6	Months
10	TBD	6	Months

1.2.3. The notice requirements for unilateral exercise of option periods are set out in FAR 52.217–9.

(End of clause)

1.3. SCHEDULE

1.3.1. Fixed Pricing

Personnel

Action

Requests

(PARs)

are

priced

Fixed

Unit

Price

per

transaction

while

Payroll

and

Benefits

transactions

and

Information

Technology

(HRIT)

System

Administration

services

are

priced

Fixed

Price

based

FFP/FTE

pricing

for

the

period.

The

PAR

FUP

multiplied

the

purchased/completed

volume.

The

FFP/FTE

prices

are

multiplied

the

in‐scope

FTE

count.

1.3.2. PAR Payments

PAR

paid

the

transaction.

The

PAR

FUP

price

per

transaction

will

paid

for

every

PAR

completed

over

the

6‐month

period

(see

True‐ups

section).

minimum

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	4	of	48
8	May	2020

90%

the

FUP

price

perform

the

estimated

Department

total

6‐month

PAR

volume

will

paid,

prorated

monthly

throughout

the

6‐month

period.

The

actual

volume

will

tracked

over

the

6‐month

period

and

trued

after

the

final

month

(Month

6).

This

minimum

payment

may

lessened

only

based

the

paragraph

1.3.4,

Effects

Not

Meeting

SLA’s

provisions.

This

payment

will

increase

only

the

total

volume

over

the

6‐month

period

exceeds

the

total

6‐month

volume

90%

minimum.

Interim

monthly

payments

will

not

change

based

individual

pay‐period

monthly

volume

fluctuations.

1.3.3. Payroll and Benefits Maximums

The

Fixed

Price

cost

perform

the

estimated

6‐month

Pay

Benefit

volume

will

not

adjusted

unless

Pay

Benefits

transactions

exceed

125%

the

estimated

Department

total

volumes.

transactions

exceed

125%

estimated

6‐month

total

volume,

each

transaction

exceeding

the

125%

threshold

will

cost

TBD

each.

The

actual

volume

will

tracked

over

the

6‐month

period

and

trued

the

final

month

(Month

6).

The

fixed

price

cost

these

services

may

lessened

only

based

the

paragraph

1.3.4,

Effects

Not

Meeting

SLA’s

provisions.

The

fixed

price

cost

will

increase

only

the

total

volume

over

the

6‐month

period

exceeds

125%

the

total

6‐

month

volume

projection.

Payments

will

not

change

throughout

the

6‐month

period

based

individual

pay‐period

monthly

volume

fluctuations.

Any

payment

changes

will

only

affect

the

final

6‐month

payment

based

the

period

true‐up.

These

estimated

volumes

and

performance

provisions

are

for

currently

serviced

bureaus

and

in‐scope

populations

under

this

order

and

not

apply

additions

resulting

from

new

bureaus

and/or

populations

that

may

added

the

scope

throughout

the

period

through

modification.

1.3.4. Effects of Not Meeting SLA

The

full

list

SLA

Targets

provided

Attachment

Target

SLAs

and

cover

many

aspects

performance.

Only

the

Quality

and

Timeliness

SLAs

for

each

service

may

have

monetary

impact.

Quality

and

Timeliness

SLAs

for

PAR,

Payroll

and

Benefit

transactions

consists

Targets

and

Thresholds

(floors)

captured

the

following

chart:

SLA	Metric	Target	Threshold
PAR	Accuracy		99%	96%
Individual	PAR	Processing	Timeliness	98%	95%
Mass	Actions	Processing	Timeliness	98%	95%
Payroll	Accuracy	99%	96%
Payroll	Processing	Timeliness	98%	95%
Benefits	Accuracy	99%	96%
Benefits	Processing	Timeliness		98%	95%

Performance

measured

based

the

Targets

pay

period.

monetary

impact

assessed

upon

falling

below

the

designated

Threshold

respective

each

SLA.

performance

falls

below

the

timeliness

Threshold

for

certain

service

services,

all

non‐timely

actions

for

that

pay

period

are

not

chargeable.

performance

falls

below

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	5	of	48
8	May	2020

the

quality

Threshold

for

certain

service

services,

all

inaccurate

actions

found

the

10%

audit

for

that

pay

period

are

not

chargeable.

Other Criteria

any

the

following

criteria

are

not

achieved,

the

Threshold

for

the

respective

SLA

will

longer

used

for

assessing

monetary

impact.

Instead,

the

Target

for

the

respective

SLA

will

used:

1. No‐Pay:

there

are

zero

no‐pay

situations

that

are

determined

fault

the

Contractor,

then

the

Threshold

applied.

there

are

one

no‐pay

situations

that

are

determined

the

fault

the

Contractor,

then

the

Target

applied.

Any

no‐pay

situation

payroll

(including

webTA)

processing

will

affect

the

Payroll

Processing

Timeliness

SLA,

and

any

no‐pay

situation

PAR

processing

will

affect

the

PAR

Processing

Timeliness

SLA.

This

assessed

pay

period

basis.

2. Suspense

Inquiry

System

(SINQ)

Processing

Timeliness:

there

are

zero

actions

suspense

for

longer

than

the

effective

pay

period,

then

the

Threshold

applied.

there

are

one

actions

suspense

for

longer

than

the

effective

pay

period,

then

the

Target

applied.

Payroll

actions

suspense

will

affect

the

Payroll

Processing

Timeliness

SLA,

benefits

actions

suspense

will

affect

the

Benefits

Processing

Timeliness

SLA,

and

PAR

actions

suspense

will

affect

the

PAR

Processing

Timeliness

SLA.

This

assessed

pay

period

basis.

No‐Pay Condition

No‐pays

are

identified

using

the

FOCUS

report

bi‐weekly

basis

the

Monday

after

PAYE

runs.

The

Contractor

responsible

for

generating

this

report

and

submitting

the

Tower

for

analysis.

Fault

determined

result

the

analysis

conducted

the

Tower

and

confirmed

the

Contractor.

The Contractor is considered at fault for No‐Pay if any one of the following situations occurs:

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	6	of	48
8	May	2020

The

Contractor

will

not

deemed

fault

any

one

the

following

No‐Pay

situations

occurs:

Not	at	Fault
Timecard	submissions

o Customer/timekeeper	submitting	timecard	under	incorrect	bureau	or	wrong
profile,	i.e.	invalid	contact	point,	bureau.

o Late certification of timecard by employee’s manager.

Should

any

No‐Pay

situation

arise

that

does

not

align

one

the

situations

noted

above

(either

fault

not

fault),

fault

will

determined

case‐by‐case

basis.

At Fault

Entry

Duty

Processing

Errors

o Entry

Duty

(EOD)

entered

late

HRConnect

(HRC)

the

Contractor

when

submitted

on‐time*

Local

HR.

o Processing

EOD

date

PAYE

run

(when

submitted

on‐time*

Local

HR),

include

payroll

specific

documentation

(i.e.

Direct

Deposit

Form),

because

the

number

forms

and

data

elements

required,

that

may

result

SINQ

error(s)

that

cannot

corrected

for

the

applicable

pay

period.

o Late

WebTA

profile

establishment

for

new

employees

with

start

date

the

middle

toward

the

end

the

pay

period.

Failing

establish

the

WebTA

profile

for

employee

who

begins

towards

the

middle

end

one

pay

period

(i.e.

PP15),

may

result

the

establishment

the

profile

the

pay

period

(i.e.

PP16),

resulting

failure

pay

the

employee

for

time

worked

PP15.

Since

the

EOD

effective

date

provided

the

EOD

documentation

submitted

on‐time*

Local

HR,

the

Contractor

has

access

the

information

needed

correctly

establish

the

WebTA

profile

for

the

correct

EOD

pay

period.

o *EOD

at‐fault

criteria

noted

above

will

not

applied

EOD

documentation

submitted

Local

after

Tuesday

12:59

pay

week.

Incorrect

Effective

Date

–

Processing

action

with

incorrect

effective

date

entered

the

Contractor

based

established

business

rules

(e.g.

customer

adherence

PAR

submission

policy,

customer

submission

exceptions

PAR

submission

policy).

Failure

conduct

NFC

timecard

non‐transmission

–

When

NFC

does

not

receive

timecard

from

bureau

(certified

supervisor

3:00

deadline

Monday

following

the

Employee’s

time

validation

cutoff)

prior

the

final

run

pay,

the

CULP13

report

should

reviewed,

and

instances

non‐transmission

require

research

and

resolution

the

Contractor

prior

the

final

run

pay.

Incorrect

establishment

employee

webTA

profile

–

employee

webTA

profiles

established

with

incorrect

data

element(s)

(i.e.

Social

Security

Number

(SSN),

Agency

Code,

Bureau

Code),

unpaid

may

occur.

Expiration

NTE

unpaid

–

the

Contractor

must

run

report

identify

Not

Exceeds

(NTEs).

manager

has

not

initiated

Extension

(of

NTE)

Change

Lower

(CLG)

(to

terminate

the

NTE)

one

pay

period

after

the

NTE

date

has

passed,

the

Contractor

must

initiate

change

lower

grade

behalf

the

manager,

prevent

the

employee

from

going

unpaid.

Separations

Processing

–

For

employees

separating

from

the

Department

Commerce

and

moving

agency

that

also

utilizes

the

National

Finance

Center

(NFC),

failure

separate

the

employee

the

intended

effective

date

transaction

submitted

on‐time

Local

–

the

first

Wednesday

before

the

run

PAYE

–

may

cause

the

employee

not

paid

the

gaining

agency.

Reassignment

processing

‐

Reassignment

between

bureaus

not

being

processed

based

the

effective

date

the

submitted

PAR

transaction

submitted

on‐time

Local

HR.

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	7	of	48
8	May	2020

SINQ Processing Criterion

Actions

suspense

are

identified

using

EPIC

bi‐weekly

basis.

The

Contractor

responsible

for

generating

this

report

and

submitting

the

Tower

for

analysis

and

approval.

Actions

that

are

not

chargeable

will

measured

and

accrued

pay‐period

basis

and

trued

the

final

month

(Month

the

6‐month

period.

This

can

result

PAR

payment

less

than

the

90%

total

PAR

volume

and

less

than

the

total

Fixed

Price

amount

for

Payroll

and

Benefits

illustrated

paragraph

1.3.4.

Guiding Rules and Examples for Illustration and Clarity

Scenario	One	–	Individual	PAR	Processing	Timeliness:	PAR	under	FUP:	98%	Target,
95%	Threshold,	100	PAR	actions	during	pay	period

Both

threshold

criteria

are

achieved:

There

are

zero

PAR‐related

no‐pay

situations

that

pay

period

the

fault

the

Contractor,

and

there

were

PAR

actions

suspense

for

longer

than

days

the

pay

period.

This means the Threshold of 95% is used to evaluate the monetary impact of SLA performance.

‐If

actions

95%)

are

completed

timely,

there

adjustment

payment

the

6‐month

true‐up

allocable

the

respective

pay

period.

‐If

actions

94%)

less

are

completed

timely,

there

payment

for

the

actions

that

were

not

performed

timely.

These

non‐timely

PARs

will

accumulate

for

each

pay

period

during

the

6‐month

period

and

subtracted

from

the

total

actual

PARs

delivered

for

payment

the

6th

month

true

computation.

‐The

Timeliness

factor

assessed

per

pay

period.

The

minimum

payment

paid

per

month.

Non‐chargeable

actions

will

captured

and

aggregated

over

the

6‐month

period

and

this

the

only

instance

that

the

total

PAR

payment

may

less

than

the

90%

minimum

payment.

All

true‐up

computations

will

realized

the

6th

month’s

invoice.

Scenario	Two	–	Individual	PAR	Processing	Timeliness:	Individual	PAR	under	FUP:
98%	Target,	95%	Threshold,	100	PAR	actions	during	pay	period

One

the

threshold

criteria

missed:

There

one

PAR‐related

no‐pay

situation(s)

that

pay

period

that

are

the

fault

the

Contractor.

This means the Target of 98% is used to evaluate the monetary impact of SLA performance.

‐If

actions

98%)

are

completed

timely,

there

adjustment

payment

the

6‐month

true‐up

allocable

the

respective

pay

period.

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	8	of	48
8	May	2020

‐If

actions

97%)

less

are

completed

timely,

there

payment

for

the

actions

that

were

not

performed

timely.

These

non‐timely

PARs

will

accumulate

for

each

pay

period

during

the

6‐month

period

and

subtracted

from

the

total

actual

PARs

delivered

for

payment

the

6th

month

true

computation.

‐The

Timeliness

factor

assessed

per

pay

period.

The

minimum

payment

paid

per

month.

Non‐payable

actions

will

captured

and

aggregated

over

the

6‐month

period

and

this

the

only

instance

that

the

total

PAR

payment

may

less

than

the

90%

minimum

payment.

All

true‐up

computations

will

realized

the

6th

month’s

invoice.

Scenario

Three

–

PAR

Accuracy:

PAR

under

FUP:

99%

Target,

96%

Threshold,

100

PAR

actions

are

audited

for

the

pay

period

Both

threshold

criteria

are

achieved:

There

are

zero

PAR‐related

no‐pay

situations

that

pay

period

the

fault

the

Contractor,

and

there

were

PAR

actions

suspense

for

longer

than

days

the

pay

period.

This means the Threshold of 96% is used to evaluate the monetary impact of SLA performance.

‐If

audited

actions

96%)

are

completed

accurately,

there

adjustment

payment

the

6‐month

true‐up

allocable

the

respective

pay

period.

‐If

audited

actions

95%)

less

are

completed

timely,

there

payment

for

the

actions

that

were

not

performed

accurately.

These

inaccurate

PARs

will

accumulate

for

each

pay

period

during

the

6‐month

period

and

subtracted

from

the

total

actual

PARs

delivered

for

payment

the

6th

month

true

computation.

‐The

Accuracy

factor

assessed

per

pay

period.

The

minimum

payment

paid

per

month.

Non‐chargeable

actions

will

captured

and

aggregated

over

the

6‐month

period

and

this

the

only

instance

that

the

total

PAR

payment

may

less

than

the

90%

minimum

payment.

All

true‐up

computations

will

realized

the

6th

month’s

invoice.

Scenario	Four	–	PAR	Accuracy:	Individual	PAR	under	FUP:	99%	Target,	96%
Threshold,	100	PAR	actions	are	audited	for	the	pay	period

One

the

threshold

criteria

missed:

There

one

PAR‐related

no‐pay

situation(s)

that

pay

period

that

are

the

fault

the

Contractor.

This means the Target of 99% is used to evaluate the monetary impact of SLA performance.

‐If

audited

actions

99%)

are

completed

accurately,

there

adjustment

payment

the

6‐month

true‐up

allocable

the

respective

pay

period.

‐If

actions

98%)

less

are

completed

accurately,

there

payment

for

the

actions

that

were

not

performed

accurately.

These

inaccurate

PARs

will

accumulate

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	9	of	48
8	May	2020

for

each

pay

period

during

the

6‐month

period

and

subtracted

from

the

total

actual

PARs

delivered

for

payment

the

6th

month

true

computation.

‐The

Accuracy

factor

assessed

per

pay

period.

The

minimum

payment

paid

per

month.

Non‐payable

actions

will

captured

and

aggregated

over

the

6‐month

period

and

this

the

only

instance

that

the

total

PAR

payment

may

less

than

the

90%

minimum

payment.

All

true‐up

computations

will

realized

the

6th

month’s

invoice.

Payroll and Benefits Illustration under FFP:

‐The

same

calculation

and

threshold

principles

the

PAR

illustration

will

apply

for

Payroll.

The

same

calculation

principles

also

apply

for

Benefits,

but

only

the

SINQ

condition

applies

Benefits.

‐If

non‐timely

actions

inaccurate

actions

found

the

10%

audit

fall

below

the

applicable

threshold,

standard

TBD

credit

for

each

non‐timely

inaccurate

action

for

that

pay

period

will

applied

against

the

total

FFP

cost.

‐Any

cost

credits

will

aggregate

and

will

reduce

the

total

FFP

payable

the

final

month

the

6‐month

period

(True‐up).

1.4. VOLUME

1.4.1. PAR, Payroll, and Benefits Volumes

Total

transaction

volume

shall

measured

6‐month

basis

defined

below.

PAR

volumes

are

measured

the

number

completed

SF‐50s

(not

including

SF‐

50s

for

system‐generated

actions).

For

transactions

that

require

both

PAR

and

Payroll

Benefits

processing,

volume

shall

counted

once

PAR

transaction,

and

not

counted

again

for

the

purpose

Payroll

Benefits

volumes.

Payroll

and

Benefits

transactions

are

defined

actions

received

via

the

portal

other

approved

mechanism

such

email,

fax,

standard

mail

and

KiteWorks.

These

actions

processed

the

Contractor

that

result

change/update

the

employee's

record

the

applicable

processing

system

(e.g.,

NFC

PPS,

eOPF,

webTA)

that

cause

services

such

review,

research

other

off‐line

work

initiated

the

SOP

and

defined

the

DTP

process

documentation

are

counted

volume.

Payroll

and

benefits

actions

which

require

PAR

process,

such

student

loan

repayment,

FEGLI

enrollment

time

off

award,

which

are

generated

execution

the

nature

action,

such

cost‐of‐living

adjustments

due

change

duty

station,

shall

considered

single

transaction

and

counted

only

once

for

volume

and

reporting

purposes

(as

PAR,

rather

than

Payroll

Benefits).

The

following

actions

would

considered

two

transactions:

HCUPS – if opened to resolve instances of non‐pay or underpay – PAR &PAY

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8	May	2020

o Required	Activity:	PAR	processes	correction	then	PAY	processes
manual	payment	or	initiate	debt	collections	process

o Includes	corrections	and	cancellations	in	event	of	customer	fault
EOD	–	if	documentation	is	not	received	in	a	timely	manner

o Required	Activity:	PAR	process	the	action	and	PAY	processes
manual	payment

Any	actions	conducted	through	self‐service	via	Employee	Personnel	Page	(e.g.,	benefits
enrollment,	payroll	document)	shall	not	be	included	toward	transaction	totals,	except
in	the	cases	where	a	SINQ	error	is	identified.

Personnel, payroll, and benefits mass actions will be included toward volume count of transactions.

Using	the	approved	differentiation	method,	only	PAR	action	corrections	that	are
caused	by	customer	errors	will	be	included	in	volume	calculations.

Using

the

approved

differentiation

method,

net

new

payroll

and

benefits

service

requests

that

are

required

correct

contractor

error

will

not

included

volume

calculations.

However,

correction

that

due

customer

error

will

included

PAR,

Pay,

and

Benefit

volume

calculations

and

subject

applicable

timeliness

SLAs.

See Attachment 6 for projected 2021 volumes for pricing purposes.

1.4.2. Purchase of Additional Units

See paragraphs 1.3.2 and 1.3.3 for application of costs for purchasing of additional units.

1.4.3. Payment Schedule

Month Benefits Payroll PAR (90% of Est) HRIT Total

Month 1 TBD TBD TBD TBD TBD

Month 2 TBD TBD TBD TBD TBD

Month 3 TBD TBD TBD TBD TBD

Month 4 TBD TBD TBD TBD TBD

Month 5 TBD TBD TBD TBD TBD

Month 6* TBD TBD TBD TBD TBD

Month 7 TBD TBD TBD TBD TBD

Month 8 TBD TBD TBD TBD TBD

Month 9 TBD TBD TBD TBD TBD

Month 10 TBD TBD TBD TBD TBD

Month 11 TBD TBD TBD TBD TBD

Month 12* TBD TBD TBD TBD TBD

Total TBD TBD TBD TBD TBD

*Adjustable based on True‐up

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8	May	2020

1.4.4. Six‐Month True‐up

The

Government

will

pay

for

actual

PAR

services

delivered/transactions

completed,

action

type

allocated

each

bureau

receiving

the

services

semi‐annual

basis.

Therefore,

the

end

each

6‐month

period,

the

total

volume

processed

PAR

actions

shall

tallied

the

Contractor

for

that

period

and

itemized

receiving

bureau.

The

Government

will

meet

with

the

Contractor

provide

the

final

PAR,

Payroll,

and

Benefits

volumes

and

SLA

performance.

These

figures

will

inputted

into

Invoicing

Calculator*,

which

will

used

the

final

tool

review

and

confirm

Month

True‐up

invoice

amounts.

The

Government

expects

that

final

month

invoices

submitted

the

Contractor

will

reflect

the

values

the

Invoicing

Calculator.

*Note:

The

Invoicing

Calculator

will

provided

the

Contractor

within

days

the

start

the

Task

Order.

When

the

Contractor

has

delivered

PAR

services

than

the

minimum

(90%

est.)

paid

for

the

6‐month

period:

Upon

proper

invoicing,

the

Government

will

pay

the

Contractor

the

FUP

respective

all

PARs

completed

than

the

90%

minimum,

less

any

non‐payments

for

below

SLA

thresholds.

Invoices

shall

aligned

the

bureau

receiving

the

services.

Payment

will

subsequently

allocated

from

the

bureau

receiving

the

services.

When

the

Contractor

has

delivered

fewer

PAR

services

than

the

90%

minimum:

the

total

volume

for

the

6‐months

does

not

meet

90%

projected

volumes,

further

payment

above

the

90%

minimum

will

paid

for

that

6‐month

period.

The

final

6‐

month

payment

may

result

less

than

90%

the

minimum

after

subtracting

non‐

payable

PARs

for

the

period

due

not

meeting

the

Timeliness

SLA

threshold.

When

the

Contractor

has

delivered

Payroll

and

Benefits

services

that

have

fall

below

pay‐impacting

SLA

Thresholds:

Non‐payable

Payroll

and

Benefits

transactions

based

the

Quality

and

Timeliness

SLA

calculations

will

subtracted

rate

TBD

per

late

inaccurate

transaction,

from

the

final

month’s

FFP

invoice.

Payments

for

following

Option

Period

invoices

will

paid

after

the

Option

Period

True‐Up

complete.

1.4.5. Notification of Funding and Volumes

The

Contractor

shall

monitor

actual

quarterly

volume

totals

compared

forecasted

quarterly

volumes,

bureau,

and

shall

notify

the

Contracting

Officer

and

COR

the

75%

funding

expenditure

points

provide

clear

insight

into

expended

funds

date.

Additionally,

the

Contractor

shall

immediately

notify

the

Contracting

Officer

and

COR

writing

drastic

and

unanticipated

increase

workload

that

will

lead

the

purchased

volume

being

exceeded

before

the

end

the

performance

period—

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8	May	2020

regardless

whether

the

anticipated

increase

workload

has

been

confirmed

merely

suspected

1.5. AVAILABILITY OF FUNDS

Orders

will

directly

billed

the

Bureau

issuing

the

order

agreed

upon

the

Bureau

and

Enterprise

Services.

Services

provided

under

this

order

are

contingent

upon

the

availability

funds

(52.232‐18).

The

Contractor

shall

not

incur

costs

above

the

current

funding

obligated

that

line

item

unless

and

until

the

Contracting

Officer

notifies

the

Contractor

writing

that

additional

funds

have

been

obligated

that

line

item

through

modification.

The

Contractor

shall

notify

the

Contracting

Officer

writing

whenever

has

reason

believe

that

the

costs

expects

incur

the

thirty

(30)

days,

when

added

all

costs

previously

incurred,

will

exceed

seventy‐five

percent

(75%)

the

total

amount

funds

obligated

the

Government

(by

funded

bureau).

The

notice

shall

state

the

estimated

amount

additional

funds

required

continue

timely

performance

the

services

currently

being

conducted

under

that

line.

Additional

funds

will

obligated

need

basis,

unilateral

modification

from

the

Contracting

Officer,

upon

availability

funds.

The

Government

not

obligated

reimburse

the

Contractor

for

costs

incurred

excess

this

amount

obligated

this

order

and

the

Contractor

not

obligated

continue

performance

under

this

contract

otherwise

incur

costs

excess

the

total

amount

obligated

the

Government.

1.6. ORDER OF PRECEDENCE

the

event

any

conflict

between

this

Agreement

and

the

Contractor

submission,

the

order

precedence

follows:

(1)

IDIQ

TBD

(2)

this

Order,

and

(3)

the

Contractor

submission.

1.7. PLACE OF PERFORMANCE

The places of performance for the services listed in this Task Order include the following:

1.7.1. Contractor's selected site(s)

1.7.2. Department of Commerce Herbert C. Hoover Building (HCHB)

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8	May	2020

II. PERFORMANCE WORK STATEMENT (PWS)

The

scope

work

associated

with

this

Indefinite

Delivery,

Indefinite

Quantity

(IDIQ)

Task

Order

provide

ongoing

PAR,

Payroll,

and

Benefits

processing,

Contact

Center

support,

and

HRIT

system

administration

services

for

in‐scope

DOC

Bureaus,

utilizing

industry

best

practices

ensure

efficient

and

high‐quality

service

delivery.

The

delivery

services

expected

delivered

integrated

service

across

all

functions

work,

and

processes

should

not

performed

discrete

units

work.

The estimated population of Employees serviced by Bureau is as follows:

Employees	Serviced	by	Bureau
Bureau	#	of	Employees**

National	Oceanic	&	Atmospheric	Administration	(NOAA)	11,242
Census	Bureau	6,687
International	Trade	Association	(ITA)	1,106
Office	of	the	Secretary	(OS)	855
National	Telecommunications	&	Information	Administration	(NTIA)	488
Bureau	of	Economic	Analysis	(BEA)	472
Bureau	of	Industry	&	Security	(BIS)	358
FirstNet	(NTIA)	215
Economic	Development	Administration	(EDA)	199
Minority	Business	Development	Agency	(MBDA)	42
Total	21,664

**Employee

count

2/19/2020

and

was

collected

from

HRConnect’s

Workforce

Analytics.

HRConnect

serves

the

true

system

record

for

employee

count.

PAR

processing

refers

processing

Standard

Form

(SF)‐52s,

Request

for

Personnel

Actions,

supporting

DOC

personnel

changes

throughout

the

employee

lifecycle

and

supporting

associated

recordkeeping,

including

retention

SF‐50,

Notification

Personnel

Action

for

all

accessions,

conversions,

and

separations

beginning

with

the

required

action

codes

applicable.

DOC

supervisory

staff

their

proxies,

office

staff,

employees

will

submit

SF‐52s

other

approved

request

forms

the

Contractor

for

review

and

clearance

classification,

staffing,

and

other

specialists;

for

signature

the

individual(s)

whom

authority

approve

personnel

actions

(appointing

authority)

has

been

delegated;

and

for

quality

review,

updating

and

correction,

coding,

and

processing

the

SF‐52

using

the

appropriate

system.

Payroll

Management

refers

processing

bonuses

and

awards,

time

and

attendance,

pay

and

leave,

payroll,

and

changes

throughout

the

employee

lifecycle,

well

associated

recordkeeping.

This

also

includes

management

employee

payroll

data,

processing

on‐cycle/off‐cycle

payroll,

processing

payments,

handling

payroll

issues,

and

reporting.

This

includes

responding

time

and

attendance.

This

does

not

include

recording

validating

employee

attendance

data

leave

usage,

nor

certifying

prior

pay

period

adjustment

timecards,

these

responsibilities

will

remain

with

the

Timekeeper,

but

does

include

time

card

chase

ensure

employees

are

paid.

Nor

does

this

include

accounting

code

creation

webTA;

this

remains

the

responsibility

the

Timekeeper/Administrative

Officer.

The

Contractor

will

provide

standard

reporting

missing

timecards

designated

bureau

POC

assist

with

time

and

attendance

certification

compliance

efforts

the

Line

Office,

Staff

Office,

Bureau

level.

The

Contractor

also

responsible

for

maintaining

and

updating

the

designated

bureau

POC

list.

The

Contractor

also

responsible

for

processing

allowances,

union

dues,

lump

sum

leave

payments,

severance

pay,

separation

incentive

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Pages	14	of	48
8	May	2020

(buy‐outs),

recruitment,

pay

cap

waivers,

relocation,

and

retention

bonuses,

tax

withholdings,

leave

restoration,

student

loan

repayments,

Office

Workers’

Compensation

Programs

(OWCP)

buy‐

backs,

military

deposits,

civilian

deposits

and

redeposits,

and

professional

liability

insurance

well

activate

garnishments

and

direct

deposit

payments.

Benefits

processing

refers

services

support

benefits

programs

including

life

insurance,

health

insurance,

and

unemployment

payroll

(associated

processing

only);

processing

separation

packages;

resolving

employees’

benefits‐related

inquiries;

and

maintaining

records.

This

also

includes

activating

enrollments

for

general

enrollments,

qualifying

life

events,

and

open

season,

terminating

and

updating

enrollments.

Examples

key

benefits

programs

are:

Federal

Employees

Group

Life

Insurance

(FEGLI),

Federal

Employee’s

Health

Benefits

(FEHB),

Thrift

Savings

Plan

(TSP),

Federal

Long‐Term

Care

Insurance

Program

(FLTCIP),

and

Flexible

Spending

Accounts

(FSA).

For PAR, Payroll, and Benefits processing, the following are out‐of‐scope groups:

‐ Census

organization

codes

beginning

with

5720

and

58.

Additionally,

the

National

Processing

Center

(NPC)

within

the

Census

Bureau

will

remain

classified

in‐scope

for

but

will

temporarily

retain

providing

services

internally

following

decennial.

Census

NPC

employees

are

identified

using

the

Processing

Office

Identifier

(POI)

1617.

The

timeline

for

when

will

begin

PP&B

processing

for

these

employees

TBD.

‐ ITA Foreign Commercial Service

‐ National Institute of Standards and Technology (NIST)

‐ NOAA Commissioned Corps

‐ NOAA Pribilof Island Staff

‐ Office of Inspector General (OIG)

‐ Patent and Trademark Office (PTO)

The following services will be provided to out‐of‐scope groups:

‐ Respond

service

requests

that

are

not

the

services

listed

scope

for

PAR,

Payroll,

and

Benefits

processing

courteous

manner,

and

offer

the

correct

location

and/or

phone

number

provided

DOC

2.1. SCOPE OF SERVICES

The

scope

work

associated

with

this

IDIQ

Task

Order

includes

all

operations

and

maintenance

services

for

DOC’s

Enterprise

Services

PP&B

program,

including

contact

center

support

and

HRIT

system

administration

services,

continued

from

Task

Order

The

delivery

services

expected

delivered

integrated

service

across

all

functions

work,

and

processes

should

not

performed

discrete

units

work.

Activities

for

this

scope

include:

2.1.1. Personnel Action Processing

The

Contractor

will

process

all

PAR

actions

utilizing

industry

best

practices

and

accordance

with

the

Office

Personal

Management

(OPM)

Guide

Processing

Personnel

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Pages	15	of	48
8	May	2020

Actions

(GPPA)

and

Desktop

Procedures

(DTPs)

with

any

Bureau‐specific

requirements,

the

latter

being

subject

approval

Enterprise

Services.

The

Contractor

will

ensure

that

each

personnel

action

processes

meets

all

legal,

regulatory,

and

policy

requirements.

The

Contractor

will

approve

determinations

made

recruiters,

staffing

specialists,

personnel

assistants,

and

other

personnel

office

staff

with

regard

legal

authority

for

the

action,

including

issues

such

qualifications,

pay,

and

suitability.

The

Contractor

will

ensure

that

the

authority

approve

and

certify

actions

delegated

only

persons

whose

training

and

experience

enable

them

review

the

background

material

proposed

action

and

determine

whether

meets

the

necessary

legal

and

regulatory

requirements.

Submission

these

actions

serious

responsibility

that

should

not

assigned

clerical

other

technical

support

personnel

who

may

lack

the

necessary

background

and

training

make

the

decision

approve

disapprove

action.

Relevant PAR processing activities include:

2.1.1.1. Process

(review

and

validate,

update

and

correct,

code,

submit

and

file

legally

sufficient

action)

all

Requests

for

Personnel

Action

accordance

with:

‐ GPPA

‐ OPM Guide to Personnel Recordkeeping (GPR)

‐ The Guide to Data Standards

‐ The	Civil	Service	Retirement	System	(CSRS)	and	Federal	Employee
Retirement	Service	(FERS)	Handbook	for	Personnel	and	Payroll	Offices

‐ 5 Code of Federal Regulations (CFR)

‐ The Federal Employees' Health Benefits Handbook for Personnel and Payroll Offices

‐ National Finance Center (NFC) Bulletins and Guidance

‐ HRConnect Bulletins and Guidance

2.1.1.2. Supplemental

guidance,

policies,

procedures,

rules

provided

DOC,

including

Bureau‐specific

policies

and

collective

bargaining

agreements,

detailed

this

section.

When

there

are

changes

official

Federal,

DOC

bureau

guidance,

the

Contractor

must

provide

best

practices

for

implementing

these

changes

current

processes

process

transactions

legally.

asserts

that

any

policy

updates

impacting

processing

derived

from

OPM

other

regulatory

bodies

should

implemented

the

Contractor

result

doing

business

without

having

first

approved

the

Change

Control

Board

(CCB).

The

Contractor

must,

however,

work

with

the

Tower

for

final

approval

before

implementation.

Changes

will

presented

the

CCB

simply

for

awareness

across

all

Towers.

With

the

exception

action(s)

critical

time‐sensitive

nature

(e.g.,

Pay

Impacting),

the

Contractor

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Pages	16	of	48
8	May	2020

and

will

determine

the

operational

cost

and

timeline

implementing

the

changes

prior

any

process

changes

being

made.

2.1.1.3. Implement

changes

all

documented

PAR

procedures

address

any

changes

standing

policies,

regulations,

incorporate

process

improvements

consultation

with

directed

OHRM

Local

HR.

Guidance

will

provided

formally

via

change

request

defined

the

change

control

processes.

believes

that

any

policy

updates

impacting

processing

derived

from

OPM

other

regulatory

bodies

should

completed

the

Contractor

result

doing

business.

Updated

processing

documentation

must

approved

the

Tower

and

should

run

through

the

Change

Control

Board

record

application

changes

2.1.1.4. Process

Requests

for

Personnel

Action

(i.e.,

SF‐52)

into

HRConnect

and

the

NFC

Payroll/Personnel

System

(PPS)

and

correct

any

resulting

SINQ

errors

within

one

business

day

(i.e.,

SINQ

errors

are

reviewed

and

action

taken

each

business

day,

prior

the

run

PINE

cycle.)

2.1.1.5. Process	history	correction	updates	and	cancellations	in	HRConnect,	History
Correction	Update	Processing	System	(HCUP),	and	the	PPS	and	eOPF	as	applicable

2.1.1.6. Maintain	all	documentation	associated	with	a	Request	for	Personnel	Action,	payroll
action,	history	correction	update,	and	SF‐50	in	an	electronic	format:

‐ File	completed	SF‐52s	and	SF‐50s	in	Electronic	Official	Personnel	Folder
(eOPF),	where	appropriate

‐ File associated attachments in eOPF for completed personnel actions where appropriate

‐ Maintain	up	to	date	data	(i.e.,	all	records	and	documentation	associated	with
employee	requests	should	be	updated	following	the	processing	of	each
action,	files	and	folders	should	remain	current)

2.1.1.7. Answer	simple	and	complex	inquiries	from	HR	Liaisons,	Local	HR,	administrative
officers	(AOs),	business	partners,	supervisors,	customers	and	other	designated	POC
on	PAR	completion,	supporting	documentation,	and	processing

2.1.1.8. Use	existing	DOC	systems	and	interfaces	to	perform	and	manage	personnel	and
payroll/document	processing	including	any	actions	required	in	the	following
systems:	HRConnect,	NFC	(e.g.	Payroll/Personnel	System	(PPS),	Web‐based
Document	Entry,	Processing,	Inquiry,	Corrections	System	(EPIC),	Employee
Personnel	Page	(EPP)	HCUP,	SINQ,	Government	Retirements	and	Benefits	(GRB),
webTA,	TALX,	and	eOPF

2.1.1.9. Receive

Requests

for

Personnel

Action

(i.e.

SF‐52

via

HRConnect

MSS

HRSS)

and

supporting

documentation

attached

HRConnect

sent

electronically

manually:

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	17	of	48
8	May	2020

‐ Supporting	documentation	sent	by	fax	or	through	other	electronic
technologies	shall	be	manually	matched	with	the	correct	Request	for
Personnel	Actions	upon	receipt

2.1.1.10. Code and prepare a legally sufficient SF‐52 in fulfillment of submitted request

2.1.1.11. Monitor HRConnect and other systems for PARs to be processed

2.1.1.12. Process

Requests

for

Personnel

actions

using

HRConnect

the

primary

system.

Connect

unavailable,

use

additional

tools

and

data

available

code,

process,

correct,

and

cancel

Requests

for

Personnel

Action,

including,

EPIC,

HCUP,

NFC

PPS,

Information

Research

Inquiry

System

(IRIS),

Payroll/Personnel

Inquiry

System

(PINQ),

SINQ,

and

webTA

data.

personnel

action

was

processed

using

alternative

tools,

action

must

also

updated

HRConnect

within

Pay

Period.

2.1.1.13. Monitor,

review,

and

update

data

fields

ensure

that

proper

changes

codes

are

entered

and

updated

appropriate

for

Actions

Processed

the

Contractor

2.1.1.14. Notify	managers	and	Bureau	HR	staff	of	personnel	actions	affecting	their	employees
through	agreed	upon	processes	and	timeframes

2.1.1.15. Determine

and

resolve

problems

with

personnel

actions

that

are

rejected

the

NFC's

payroll/personnel

system

PPS

(e.g.,

SINQs)

through

agreed

upon

processes

and

timeframes.

SINQ

errors

must

reviewed

and

resolved

each

business

day,

prior

the

run

PINE

cycle

(Note

that

while

Census

bureau

responsible

for

processing

their

own

awards,

the

Contractor

responsible

for

correcting

any

SINQ

results

daily

basis).

Resolution

problems

may

require

coordination

with

DOC,

Bureaus,

Treasury,

and/or

NFC.

2.1.1.16. Run	mismatch	reports	and	reconcile	records	between	HRConnect	and	NFC’s	PPS
through	agreed	upon	processes	and	timeframes,	maintaining	mismatch	rates	at	99%
or	better

2.1.1.17. Accurately identify and prioritize all pay impacting PARs and process timely and accurately

2.1.1.18. Notify

the

Tower

any

delay

personnel

actions

timecard

certifications

that

will

result

non‐pay

manual

payment

current

employee.

Inform

the

impacted

employee.

2.1.1.19. Monitoring,	reporting,	and	processing	time‐limited	actions	(e.g.	impending	within
grade	increases,	time‐limited	appointments,	and	completion	of	probationary	periods)

including:

‐ Routinely	running	reports	each	pay	period	listing	time‐limited	actions
coming	due	(e.g.	NTE	report)

‐ Notifying

supervisors

any

upcoming

time‐limited

actions,

providing

notice

when

possible

least

two

pay

periods

advance

the

intended

effective

date

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	18	of	48
8	May	2020

‐ Initiating	and	processing	time‐limited	actions	(when	applicable)	in	the	case
the	supervisor	fails	to	initiate	said	action.	For	example,	processing	a	Change
to	Lower	Grade	action	if	the	employee’s	Temporary	Promotion	is	coming

due.

2.1.1.20. Validate the generation of a SF‐50 in the processing system

2.1.1.21. Contact

the

Tower

for

new,

unusual,

and/or

complex

issues

requiring

interpretation

Federal

and

DOC

bureau

policies;

validate

approaches

and

steps

address

the

issues

with

Tower

2.1.1.22. Comply	with	applicable	laws,	rules,	regulations,	policies,	procedures,	and	decisions
from	OPM,	DOC,	Treasury,	GSA,	General	Accounting	Office	(GAO),	and	NFC	pertaining
to	personnel	action	processing,	payroll	document	processing,	and	document	retention

2.1.1.23. Ensure	processing	systems	for	records‐keeping	provide	full	reconstruction	of
actions	for	third‐party	review	that	conform	to	OPM	and	National	Archives	and
Records	Administration	(NARA)	requirements

2.1.1.24. Participate	in	HRConnect	and	other	applicable	enterprise	HR	system	enhancements
and	releases	including	requirements	validation,	user	acceptance	testing,	data
validation,	process	and	procedure	updates,	etc.

2.1.1.25. The

above

list

not

all‐inclusive

list.

the

event

unforeseen

circumstance

requires

additional

guidance

from

the

Government,

the

Contractor

shall

propose

options

for

review

and

approval

the

Tower

ensure

timely

and

accurate

processing.

Errors

documentation

permanent

guidance

will

presented

the

CCB

appropriate,

for

formal

inclusion

documentation

2.1.2. Mass Processing

part

mass

processing,

the

contractor

will,

its

signature

wherever

needed,

verify

and

validate

the

completeness

and

accuracy

any

and

all

forms,

documents

and

materials.

Contractor

shall

complete

the

following

activities,

including:

2.1.2.1. Process	mass	and	batch	actions,	including	but	not	limited	to	awards,	performance
bonuses,	performance	pay	increases,	ratings,	and	realignments

2.1.2.2. Ensure

that

coordination

for

mass

and

batch

actions

processed

NFC

(e.g.,

awards,

performance

ratings,

performance

increases,

realignments)

complete

between

all

parties,

that

system

clean

and

activities/actions

are

sequenced,

actions

that

error

out

(i.e.

"SINQ

out")

are

researched

and

processed

appropriate,

and

efficiency

service

not

compromised

mass

actions

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	19	of	48
8	May	2020

2.1.2.3. Research

and

correct

SINQ

errors/bypass

reports

for

mass

and

batch

action

transactions

(e.g.,

awards,

realignments,

reorganizations,

annual

pay

adjustments)

each

business

day,

prior

the

run

PINE

cycle.

Note

that

while

Census

bureau

responsible

for

processing

their

own

awards,

the

Contractor

responsible

for

correcting

any

SINQ

results

daily

basis

2.1.2.4. Code	and	process	surges	of	personnel	actions	including:	Special	benefits	open
seasons,	Award	seasons,	Hiring	Increases,	Position	Title	changes,	Reductions	in	Force
(RIFs),	realignments,	mass	transfers	or	other	mass	actions,	historical	correction
update	processing	(HCUPs),	and	SINQs

2.1.2.5. Develop	and	maintain	annual	operational	calendar	estimating	timing	and	volume
for	mass	and	batch	action	surges

2.1.2.6. Ensure

all

mass

and

batch

actions

are

tracked

through

the

established

ticket

management

system

ServiceNow,

with

all

required

information

and

documentation

available

within

the

ticket.

The

nature

which

mass

and

batch

actions

are

tracked

should

such

that

the

volume

actions

each

mass

processing

can

determined

via

standard

reporting

methods

pulling

from

the

applicable

system

record

(e.g.

HRConnect,

ServiceNow)

2.1.3. Benefits Transaction Processing

The

Contractor

shall

utilize

industry

best

practices

process

all

benefits

requests

for

DOC

including:

FEHB,

TSP,

and

FEGLI.

The

Contractor

shall

process

all

complete

and

accurate

benefits

transactions

accordance

with

the

agreed

upon

SLA

standards.

part

benefits

transaction

processing,

the

contractor

will,

its

signature

wherever

needed,

verify

and

validate

the

completeness

and

accuracy

any

and

all

forms,

documents

and

materials.

The

Contractor

will

provide

clarification

benefit

programs

and

options

requested

customers

but

will

refrain

from

advising

employees

the

appropriate

plan

selection.

Complex

benefits

questions

issues

(e.g.,

information

not

readily

available

via

OPM

online

resources)

will

escalated

Tier

and/or

Tower

needed.

2.1.3.1. Process

(review

and

validate,

update

and

correct,

code,

submit

and

file

legally

sufficient

action)

all

Benefits

Actions

accordance

with:

‐ GPPA

‐ GPR

‐ The Guide to Data Standards

‐ CSRS and FERS Handbook for Personnel and Payroll Offices

‐ 5 Code of Federal Regulations

‐ The	Federal	Employees'	Health	Benefits	Handbook	and	regulations	for
Personnel	and	Payroll	Offices

‐ NFC Bulletins and Guidance

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	20	of	48
8	May	2020

‐ HRConnect Bulletins and Guidance

‐ FEGLI	Program	‐	A	Handbook	for	Employees,	Annuitants,	and	Employing
Offices,	and	regulations

‐ OPM Benefit Administration Letters (BAL)

‐ Approved DOC Policies and Procedures

‐ OPM Frequently Asked Questions

‐ OPM Quick Guide (PDF file)

‐ OPM Plan Brochures

‐ OPM Enrollment Forms (PDF file)

‐ Health Insurance Legislation

‐ Supplemental

guidance,

policies,

procedures,

rules

provided

DOC,

including

Bureau‐specific

actions

and

collective

bargaining

agreements,

detailed

this

section.

Guidance

will

provided

formally

via

change

request

defined

the

change

control

processes.

believes

that

any

policy

updates

impacting

processing

derived

from

OPM

other

regulatory

bodies

should

completed

The

Contractor

result

doing

business

without

having

presented

the

CCB

2.1.3.2. Accept,	review,	and	process	Benefits	requests	received	via	the	HR	Portal,
HRConnect,	KiteWorks,	and	secure	email,	(or	secondary	non‐preferred	options	such
as	fax	or	mail

2.1.3.3. Process

complete

and

accurate

benefits

elections

such

life

insurance,

TSP

including

TSP

catch‐up

contributions,

and

enrollments

FEHB

within

the

pay

period

the

effective

date

the

action.

those

cases

where

the

employees

EPP

intentions

cannot

determined,

the

Contractor

shall

contact

the

employee

regarding

the

error

ascertain

the

intended

transaction

2.1.3.4. Monitor

and

resolve

HRConnect

and

EPP

SINQ

errors.

SINQs

shall

reviewed

daily

and

resolved

within

each

business

day,

prior

the

run

PINE

cycle

2.1.3.5. Respond	timely	to	inquiries	that	require	research	regarding	beneficiary	forms,
FEHB,	open	season,	service	computation	dates,	FEGLI,	and	TSP

2.1.3.6. Process

and

enter

complete

and

accurate

open

season

documents

not

entered

the

employee

via

the

EPP,

any

additional

open

seasons

directed

OPM,

benefits

forms

for

employees

transferring

out

DOC,

Beneficiary

Forms,

within

the

pay

period

the

effective

date

the

action

Enterprise Services – Human Resources – Personnel Action Request, Payroll, and Benefits Services

Pages	21	of	48
8	May	2020

2.1.3.7. Coordinate	military	buy‐back	requests	with	the	appropriate	parties	(military	service
center,	employee,	NFC),	calculate	the	deposit,	and	work	with	employee	to	determine
pay	implications	(e.g.,	bi‐weekly	deductions,	etc.)

2.1.3.8. Provide	Leave	Without	Pay	(LWOP)	counseling	for	former	military	employees
recalled	into	activity	duty	to	determine	benefits	implications

2.1.3.9. Calculate

and

process

accurate

Service

Computation

Date

(leave,

retirement,

RIF,

and

TSP)

changes

corrections

within

the

pay

period

the

effective

date

the

action

and

coordinate

leave

audit

with

payroll

applicable

2.1.3.10. Process court orders mandating dependent FEHB coverage, per OPM guidelines

2.1.3.11. Process	all	necessary	personnel	actions	and	all	payroll‐related	calculations,
including	generating	manual	SF‐50s	related	to	Federal	Erroneous	Retirement
Coverage	Corrections	Act	(FERCCA)	and	Retirement	Error	Correction	cases,	working
with	Bureau	HR	in	such	cases

2.1.3.12. Review

all

Leave

Without

Pay

(LWOP)

personnel

actions

and

take

any

necessary

action

regarding

the

employees’

benefits

such

FEHB,

FEGLI

and

TSP

the

pay

period

following

the

processing

the

LWOP

personnel

action

2.1.3.13. Monitor

employees’

benefits

during

extended

periods

LWOP

ensure

termination

insurance

occurs

and

employees

are

timely

notified

actions

taken.

The

termination

the

insurance

shall

processed

later

than

the

pay

period

following

when

the

insurance

should

terminated

2.1.3.14. Reinstate

insurance

coverage

and

notify

the

Thrift

Savings

Office

appropriate

when

employee

returns

duty.

The

reinstatement

coverage

shall

occur

the

pay

period

which

the

Return

Duty

(RTD)

action

processed.

Provide

employees

returning

from

Active

Military

duty

all

pertinent

information

regarding

making

missed

TSP

contributions

2.1.3.15. Regularly	run	FEHB	and	FEGLI	Enrollment	Reports	and	issue	the	following	benefits
eligibility	and	reminder	notifications	to	employees	via	email:

‐ Intermittent Employee 90‐days of service eligibility notification

‐ 50 Days without benefits election notification

‐ Employment status…

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