Attachment B - Required Features and Functions Checklist.xlsx

XLSX spreadsheet 14 KB Posted

Attached to
R406--National Retirement Solution (VA-22-00016246)
Solicitation number
36C77622R0118
Issued by

About this file

This document contains an attachment checklist and instructions for responding to a solicitation for a national retirement solution. The Department of Veterans Affairs seeks proposals for a firm-fixed-price contract to implement a secure, self-service web application allowing employees to manage benefits elections, generate retirement estimates, and access calculators for computing retirement, Social Security, and Thrift Savings Plan benefits. The solution must interface with PeopleSoft, serve at least 400,000 users, and enable digitally signed retirement applications and document uploads. It should provide calculators for Civil Service and Federal Employee Retirement systems. The system is also expected to route retirement packages through stakeholders for processing and allow specialists to gather documents and certify forms.

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Other files

File Type Posted
Questions for RFQ 36C77622R0118.docx DOCX document
36C77622R0118 0001.docx DOCX document
ATTACHMENT E - National Retirement Solution QASP.docx DOCX document
36C77622R0118.docx DOCX document
ATTACHMENT D - Contractor Staff Roster.doc DOC document
ATTACHMENT A - Past Performance Questionnaire.docx DOCX document
Attachment C - National Retirement Solution PWS.pdf PDF

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Sheet1

Attachment B Required Features and Functions Checklist
Instructions:
· Please indicate in Column D your ability to meet the stated requirement (Column C) which is mapped to the PWS (in Column B).
· If you cannot meet the requirement indicate such in Column D; do not comment in Column E or F, as no alternatives will be considered.
· Any item which is left blank in Column D will be considered not met.
· If you meet the requirement, indicate where in the proposal you describe the solution to the requirement in Column E.
· If you can exceed the requirement, you must provide additional detail in Column F. Your response will be limited to 750 characters.

Sheet2

(A)(B) PWS(C ) Requirement(D) Meets?(E ) Solution Description(F) Additional Details (If Your Solutiom can Exceed the
Section(Y/N)location in Tech VolumeRequirement)
1PWS Section 5.2 & 5.4Proposed solution is capable of providing and/or provides
an entitlements calculator/report generator.
2PWS Section 3.0The proposed solution shall be a secure, self-service web application which allows employees to make elections to health and life insurance, Thrift Savings Plan contributions, review general and personal benefits information, and generate retirement estimates.
3PWS Section 5.2Proposed solution provides Service Computation Date
(SCD) calculator software which computes retirement
benefits for employees under the Civil Service Retirement
System (CSRS), Federal Employees Retirement System
(FERS), the Federal Thrift Savings Plan, the Social
Security Program, and prior federal service.
4PWS Section 5.0Proposed solution must be able to interface with third party software such as PeopleSoft.
5PWS Section 5.2Proposed solution has the capabilty to create, establish,
and maintain separate platforms to house data and reports.
6PWS Section 5.4Proposed solution provides retirement/entitlements
calculator software which shall be available on a "self-
service" basis to at least 400,000 users, computing
retirement benefits for both CSRS and FERS employees.
7PWS Section 4.0Proposed solution is able to prepare, submit, certify, and
transfer and/or route a retirement application package
through all designated key stakeholders in the process, in
compliance with applicable OPM guidance.
8PWS Section 4.0Proposed solution provides users/employees the ability to
complete and digitally sign a retirement application.
9PWS Section 4.0Proposed solution provides users/ employees with the
ability to upload scanned wet signatures of all necessary
application documents.
10PWS Section 4.0Proposed solution provides HR Specialists with the
capability to complete and digitally sign any / all forms
needed to create an entire retirements package.
11PWS Section 5.0Proposed solution provides HR Specialists with access to,
and the ability to gather, any and all documents deemed
necessary for building and creating an entire retirement
application package.
12PWS Section 5.0Proposed solution provides DFAS Specialists with the
abiliy to acquire retirement packages from within the
system, certify any/all necessary forms, finish processing,
and submit retirement packages to the Office of Personnel
Management (OPM).

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