Attachment C Glossary of Terms and Abbreviations.pdf

Attachment C 1 RFP-23-01-UI

Attachment C – Glossary of Terms and Abbreviations

RFP-23-01-UI

Attachment C 2 RFP-23-01-UI

Able

A claimant must be physically and mentally able to work at the time an unemployment claim is filed.

Able & Available

Unemployment Insurance (UI) term indicating that a claimant is able and available for work and actively seeking work while receiving UI benefits.

Alternate Base Period (ABP)

Alternate Base Period - an Unemployment Insurance (UI) term for a base period consisting of the four (4) most recently completed calendar quarters from the effective date of the IC. The

ABP is only utilized if an individual does not qualify for the conventional base period.

AC

Additional Claim - an Unemployment Insurance (UI) claim filed by a claimant who has an existing benefit year with unexpired benefit rights and has a break of one week or more in the claim series with intervening employment.

ACH

Automated Clearing House - the network is a nationwide system which enables electronic transfer of funds between financial institutions.

ACH Debit

Automated Clearing House Debit - is electronic funds transfer method that allows employers to transfer funds by authorizing the state to electronically debit their bank account for the amount they specify.

Active Employer

An employer currently liable to pay UI taxes.

ADA

Americans with Disabilities Act - the federal act which protects disabled persons in employment and accessibility to public accommodations. This law requires employers to make reasonable accommodations for qualified individuals with a known physical or mental disability.

Adabas

Adaptable Database System. Database management systems that runs on an IBM mainframe.

Addendum

An amendment and amendments to the RFP, Exhibit, or Appendix

Additional Claim

A notice of new unemployment within a previously established benefit year when a break of one or more weeks has occurred due to intervening employment.

Attachment C 3 RFP-23-01-UI

Adequate Reserve Fund

Amount that is equal to the amount derived by multiplying the benefit cost rate that is the highest during the 10-year period ending on Nov 30 of each year by the total remuneration paid by all employers, with respect to all employment for which contributions are payable during the last 4 calendar quarters ending on June 30.

Adjudication

In reference to Benefits, Adjudication is the process of determining if an individual who has filed for unemployment insurance benefits is eligible to receive the benefits based on law and policy and in accordance with Department of Labor requirements. The adjudication process in

Benefits is comparable with the determination process in Contributions regarding employer accounts. Formal decisions issued by either section may be appealed.

Adversely Affected

This is a Trade Readjustment Assistance term. Means an individual who, because of lack of work in adversely affected employment, has been totally or partially separated from the firm or a subdivision of the firm where adversely affected employment exists.

AG

Attorney General of the State of Hawaii, State of Hawaii government legal counsel providing legal support to the three special funds (i.e., WC, TDI, PHC)

Agent State

Any state from or through which an individual files an interstate claim for Unemployment

Insurance (UI) benefits against another state.

Alien

Foreign-born person who is not a citizen or national of the United States.

Alien Status

A claimant must be legally authorized to work in the United States by Immigration and

Naturalization Services during the work period used when we evaluate wages, as well as during the period they are receiving unemployment benefits.

Amended Claim

Unemployment Insurance (UI) amended initial claim to correct the last or next-to-last employer.

API

Application Programming Interface. A way for two or more computer programs to communicate with each other.

Appeal

All formal decisions issued by Contributions and Benefits may be appealed to a higher authority. The first level of appeals is a hearing held with an Appeals Referee, whereby an appellant and other legally interested parties may provide sworn testimony regarding the facts

Attachment C 4 RFP-23-01-UI surrounding the case and a Referee will render a decision on the matter. The second level is to appeal to the Board of Review, who will review the case file and render a decision. Additional testimony is not allowed in a Board of Review hearing.

Appeals Hearing

Administrative hearing conducted by an appeal authority to accept and review testimony and evidence submitted by interested parties, held in accordance with due process, in response to a party's proper and timely request for a hearing, when such party contests an original or previous determination of a department or division.

Appeals Referee

Hearing officer who conducts the appeal hearing and issues the appeal decision for an appeal of Unemployment Insurance (UI) benefits and employer taxation decisions.

Appendices

Appendices A through L RFP Document.

Approved Training

Training approved by the Administrator or appropriate representative of the Employment

Security Division.

ATAA

Alternative Trade Adjustment Assistance - ATAA allows older workers at least 50 years or older, for whom retraining may not be appropriate, to accept reemployment at a lower wage and receive a wage subsidy of 50% of the difference between the old and new wages, with a maximum of $10,000.00 paid over a period of up to two years. A worker must obtain qualifying reemployment within 26 weeks of layoff from trade affected employment and must not have received TAA approved training.

ATO

Authorization to Operate

Authorized Agent

A person authorized to represent an employer in unemployment compensation matters. A power of attorney signed by the employer must be on file with the Contributions Section before information will be released to an agent.

Auto Load SSN

Internet tax and wage reporting option which allows users to automatically load employee information from the prior quarter.

Available

Available for work means the claimant does not have any restrictions, which would prevent them from seeking or accepting employment.

Attachment C 5 RFP-23-01-UI

Average Annual Payroll

Average taxable wages for the 3 previous calendar years immediately preceding a UI tax rate computation date.

Axway

Provides a secure, reliable, and easy-to-manage solution for transferring data to and from UI with ETS.

BAFO

Best and Final Offer

BAM

Benefits Accuracy Measurements - timeliness and quality measurements of the Unemployment

Insurance (UI) program, reported to the federal government in accordance with federal policy established by the U.S. Department of Labor, Employment and Training Administration, to ensure accuracy of payment or non- payment of claims. Now a part of the Integrity Unit.

Barrier to Employment

Any restriction, controllable or uncontrollable, that limits a claimant's chance of getting work.

Base Period

The first four of the last five completed calendar quarters immediately preceding the first day of an individual's benefit year.

Basic Contribution Rate Schedule

383-68(b)

A table used to determine employers' U.I. tax rates based on their reserve ratios.

Benefit Charges

Charges against an employer’s account for benefits paid based on unemployment claims filed by former workers.

Benefits Section

Employment Security Division (ESD) section responsible for receiving and processing claims for Unemployment Insurance (UI) benefits, determining benefit eligibility, and making proper payments in an accurate and timely manner.

Benefit Year

The one-year period beginning with the first day of the week with respect to which the individual first files a valid claim for benefits and thereafter the one-year period beginning with the first day of the first week with respect to which the individual next files a valid claim for benefits after the termination of the individual’s last preceding benefit year.

Benefit Year Beginning Date

The beginning of the 52-week claim-filing period.

Attachment C 6 RFP-23-01-UI

Benefit Year Ending Date

The ending of the 52-week claim-filing period.

Between Academic School Terms

Benefits may not be paid to a school employee between school terms based on the wages earned from an educational institution and all school wages will be restricted from use on the claim. However, a claim may be paid if the school employee also has sufficient wages from non-educational employment to qualify for benefits.

Big Bang

A Big Bang implementation occurs when all modules od a solution go live at the same time.

The alternative is to adopt a phased approach where solution modules go live in a planned sequence.

BOR (Board of Review)

Board of Review - a three-member board appointed by the Governor which is responsible for conducting higher level hearings of determinations when a referee's decision is appealed to the

Board of Review, or when the Board on its own motion decides to review a referee's decision.

BPC

Benefit Payment Control - the Employment Security Division unit responsible for preventing, investigating, and resolving cases of fraud necessary to maintain the integrity of the

Unemployment Insurance (UI) program; and establishing and collecting overpayments for the recovery of improper payments received by claimants in error or by willful intent. Now a part of the Integrity Unit.

Break in Filing

A break in filing occurs when an individual has not filed a weekly claim for unemployment benefits for one or more weeks for any reason, including failing to file or working.

BTQ

Benefits Timeliness and Quality

BTW

Back-To-Work - is an Unemployment Insurance (UI) term used when a claimant has returned to work, indicating that the claimant will no longer be drawing unemployment insurance benefits on the existing claim.

Bureau of Labor and Statistics (BLS)

BLS - an independent national statistical agency that corrects, processes, analyzes, and disseminates essential statistical data to the American public, the U.S. Congress, other federal agencies, state and local governments, business, and labor. The BLS serves as a statistical resource to the Department of Labor (DOL), https://www.bls.gov/

Business Day

Any day that is not Saturday, Sunday, or a public holiday within the state of Hawaii.

https://www.bls.gov/

Attachment C 7 RFP-23-01-UI

BYB

Benefit Year Beginning - the first day of a benefit year.

BYE

Benefit Year End - the last day of a benefit year.

CFR

Code of Federal Regulations - the codification of the general and permanent rules and regulations (sometimes called administrative law) published in the Federal Register by the executive departments and agencies of the Federal Government of the U.S. CFR's are published by the Office of the Federal Register an agency of the National Archives and

Records Administration.

Change Control Board

A change control board is sometimes referred to as a change review board. It’s a group of people from the project team that meets regularly to consider changes to the project. Through this process of detailed examination, the change control board decides on the viability of the change request or makes recommendations accordingly.

Change Control Process

A way for project managers to manage change requests for projects and big initiatives. It’s part of a change management plan, which defines the roles for managing change within a team or company.

Change Request

A formal proposal to modify the project scope, cost and/or schedule.

CICS

Customer information control system. Middleware designed to support high-volume online transaction processing.

Claim

Unemployment Insurance (UI) Claim - notice of unemployment filed with the Employment

Security Division (ESD) to request a determination of eligibility for UI benefits.

Claimant

A claimant is a person making a claim for unemployment insurance benefits under any state or

Federal unemployment compensation program.

Combined Wage Claim

A combined wage claim is a claim based on employment and earnings from two or more states.

Complexity

An indication of functional and processing complexity.

Attachment C 8 RFP-23-01-UI

Computation Date

For each calendar year means June 30th of the preceding calendar year.

Continued Claim

A continued claim is a request for a benefit payment when a person has been totally, part-totally, or partially unemployed. These claims are filed each week to certify that the person was unemployed the previous week and verifies the claimant met the requirements of the law for the week being claimed.

Contract

The contract entered pursuant to this RFP by and between the State and the Enterprise

Financial Solution contractor.

Contract Administrator

The person designated to manage the various facets of the contract(s) to ensure the Contractor’s total performance is in accordance with the contractual commitments and obligations are fulfilled.

Contract Bond

The approved form of security to ensure completion and satisfactory performance of the contract in accordance with the terms of the contract and to guarantee full payment of all claims for labor, materials and supplies furnished, used or incorporated in the work.

Contractor

The Offeror selected by the State pursuant to the RFP who enters into the Contract with the

State.

Contribution Rate Schedule (rates in percentage)

383-68(d) Employer’s contribution rate shall be a rate that appears on the same line as the employer’s reserve ratio for that year in the contribution rate schedule for the year. A table used to determine employers' U.I. tax rates based on their reserve ratios. Rate schedule is A-H based on RNS calculations.

Contributions

Contributions are Defined in Section 383-1 HRS. Money payments required to be made into the state unemployment fund by an employing unit on account of having individuals in its employ.

Contributory Employer

An employer paying the UI state and CEP tax on a regular schedule. A contributory employer’s UI rate may be a standard rate or an experience rate. Contributory employers may not be statutorily required to pay contributions but elect to do so.

Cost Center

Center designation for cost accounting and payroll purposes.

Attachment C 9 RFP-23-01-UI

COTS

Commercial off-the-shelf software that typically requires configuration that is tailored for specific uses within the defined parameters of the product and not the result of customizations.

Covered Employment

HRS 383-6 Master Servant. Services performed by an individual for wages or under contract of hire is employment unless determines by UI if all 3 are met: 1) individual is free from direction or control over the performance of services and 2) service is either outside the usual course of business or performed outside of all the place of business and 2) individual is engaged in an independently established trade, occupation, profession, or business of the same nature of services provided.

Some employment may not be covered employment if the employee meets specific criteria per law that pertains to the type of service, not limited to some of these possible circumstances are shown below:

• Agricultural labor

• Domestic service

• Casual Labor

• Fishing Vessel

• Services performed of a foreign government including consular or other officer or employee of a nondiplomatic representative

• Service on a foreign vessel or aircraft

• Service performed in the employ of a son, daughter, or spouse, as well as service performed by a child under the age of 18 years in the employ of his parents

• Service by minors under the age of 18 delivering newspapers

• Service by licensed real estate salesmen or brokers solely by commission

• Insurance sales if solely by commission

• Student employment

• Travel sales solely by commission

• Vacuum sales solely by commission

• Direct seller. Service by an outside salesman of merchandise

• Student nurse in a hospital or nurses’ training school who is enrolled and regularly attending classes in a nurses’ training school.

• Ordained minister

• Service by an inmate of a correctional institution

• Employment for a corporation or foundation organized and operated exclusively for religious, charitable, scientific, literary, hospital or educational purposes or for the prevention of cruelty to children or animals

• Service performed for charitable, religious, and other non-profit organizations, and service performed in "Congress-established" employment systems, such as Railroad

Unemployment Benefits.

Crimes in Connection with Employment

A claimant determined to have been discharged for proven crimes in connection with employment is not entitled to use wages earned from the discharging employer to establish a

Attachment C 10 RFP-23-01-UI claim.

Crimes in Connection with the Work

Crimes in connection with the work include a discharge for commission of assault, arson in any degree, sabotage, grand larceny, embezzlement, or wanton destruction of property in connection with the work.

CRP

Contributions Redesign Project - is the employer self-service for registration, tax, and wage submission.

CSI

Child Support Intercept - monies withheld from claimant check for child support.

Current Employment Statistics

Sample-based Bureau of Labor Statistics (BLS) program that produces monthly employment estimates by industry.

CWC

Combined Wage Claim - an Unemployment Insurance (UI) claim filed by a claimant in one state against wage credits earned in two or more states. A claimant may elect to combine wages from covered employment in more than one state, to satisfy the wage qualification requirements of the paying state, or as a means of increasing the weekly or maximum benefit amount.

D.O.T

Dictionary of Occupational Titles – A federal government publication which contains a detailed occupational classification system utilized for identifying numerous details about occupations, to improve linkages between labor supply and demand.

DART

Data Analysis and Reporting Tool - U.S. Department of Labor approved reporting tool for states to generate the following quarterly reports: ETA-9002 A, B, C, D and E, VETS 200 DV, LV and DV/LV.

DBET

Department of Business, Economic Development and Tourism

DCA

Denied Claim Accuracy - refers to BAM cases where the claimant was denied benefits for a given week. DCA cases are broken into three types: those denied for lack of monetary entitlement, those denied for reasons related to a separation from employment, and those denied for reasons not relating to the separation from work.

DCD

The Disability Compensation Division (DCD) is a part of the Hawaii State Department of

Attachment C 11 RFP-23-01-UI

Labor & Industrial Relations (DLIR). DCD administers the Workers’ Compensation (WC) law, the Temporary Disability Insurance (TDI) law, and the Prepaid Health Care (PHC) law.

Employers with one or more employees, whether working full-time or part-time, are directly affected.

DDI

Design, development, Implementation, and Deployment.

Deductible Earnings

Each week that an individual works during a week and claims Unemployment Insurance benefits the same week, even if you will not be paid until a future date, you are required to report that work and the gross amount you will receive for those services. A person who performs less than full-time work to be deemed to be unemployed to include person who are paid renumeration that is less than one and one-half times the amount the person would otherwise receive in unemployment benefits. This applies to all programs currently available:

Unemployment Insurance (UI), Pandemic Emergency Unemployment Compensation (PEUC), State Extended Benefits (SEB) and Pandemic Unemployment Assistance (PUA).

Demand Occupation

An occupation that is directly linked to the employment opportunities in the local area involved or in any other area in which job seekers are willing to relocate.

Department of Transportation (U.S.)

The U.S. Department of Transportation (DOT) is responsible for ensuring that America's transportation system works safely and efficiently. DOT works with states and local governments across the United States. DOT funds may provide transportation services for welfare recipients in low-income neighborhoods as part of the Welfare-To-Work (WTW) initiative. Such transportation services are included in the category of 'supportive services' under the One-Stop system.

DHCP

Dynamic Host Configuration Protocol (DHCP) is a client/server protocol that automatically provides an Internet Protocol (IP) host with its IP address and other related configuration information such as the subnet mask and default gateway.

Difference in Wages

DIW - discrepancy between the wage item totals and the total wages reported on the

Employer's Quarterly Contribution and Wage Report.

Disaster Recovery

An organization’s method of regaining access and functionality to its IT infrastructure after events like a natural disaster, cyber-attack, or even business disruptions related to the COVID-

19 pandemic.

Discharge

A separation from employment where the employer has terminated a person from work for a

Attachment C 12 RFP-23-01-UI reason other than a layoff due to a lack of work.

Dislocated Worker

Individual who has been terminated or laid off, or who has received a notice of termination or layoff, from employment.

Displaced Homemakers

Program to assist displaced homemakers in acquiring the job skills, job search skills, and life skills that are necessary to adequately provide the financial and practical needs of their families. The primary goal is to help participants become employed and self- sufficient.

Disqualification

A situation where the claimant is not entitled to receive unemployment benefits.

Disqualifications may be for reasons such as separations from employment, receipt of separation pay, or personal circumstances. Any time a person is disqualified from receiving benefits, they are notified in writing (see Non-Monetary) and have the right to appeal the disqualification.

DLA

Desired Levels of Achievement - goal established by the Department of Labor as a performance measure to determine if the department is meeting DOL's established performance criteria.

DLIR

Department of Labor and Industrial Relations

DMV

Hawaii Department of Motor Vehicles - they assist the department with verifying claimant identification with respect to Unemployment Insurance claim filing.

DNP

Do Not Pay (code) - an Unemployment Insurance (UI) term for an alpha or numeric character entered into a specific claimant’s monetary record designating a specific non- monetary disqualification in order to prevent the payment of any benefits to the claimant until the code is removed.

DNS

The Domain Name System (DNS) is a hierarchical and distributed naming system for computers, services, and other resources in the Internet or other Internet Protocol (IP) networks.

DOL

Department of Labor - the U.S, Department of Labor is responsible for preparing the American workforce for new and better jobs and ensuring the adequacy of America's workplaces. It is responsible for the administration and enforcement of over 180 federal statutes. Some of the responsibilities include protecting workers wages, health, safety, employment, and pension https://en.wikipedia.org/wiki/Computer https://en.wikipedia.org/wiki/Internet https://en.wikipedia.org/wiki/Internet_Protocol

Attachment C 13 RFP-23-01-UI rights; promoting equal employment opportunity, administering job training, unemployment insurance and workers compensation programs, and collecting, analyzing and publishing labor and economic statistics. https://www.dol.gov/

DUA

Disaster Unemployment Assistance - is a Federal Unemployment Insurance (UI) program that provides assistance payments to workers whose unemployment is attributable o a major disaster declared by the President of the United States.

EAP

Employee Assistance Program - is a program to assist employees in dealing with problems affecting work performance.

Earned Value Management

A project management technique for measuring project performance and progress.

Economic Dislocation and Worker Adjustment Assistance Act

Federal Act funding the program to assist dislocated workers.

EDPSO

Electronic Data Processing Systems Office – DLIR IT Department

Effective Date

The beginning date of the claimant's benefit year, additional or reopened claim filing period.

This date is the Sunday of the week the claim was filed.

EFT

Electronic Funds Transfer - is a method of instructing financial institutions to transfer money from one account to another electronically, through the Automated Clearing House (ACH) network by utilizing either ACH Debit or ACH Credit methods.

EIN

Employer Identification Number - is a number assigned by Contributions to identify an employer for Unemployment Insurance purposes.

Eligibility Benefits Rights Interview

Detailed interview with an Unemployment Insurance (UI) claimant, or a group of claimants, for the purpose of explaining the claimant's rights and responsibilities under the law.

Eligibility Requirements

Actions required of a claimant to be eligible to be paid unemployment benefits such as: filing timely weekly continued claims, providing correct or requested information relating to the claim, and contacting the division as directed.

Eligibility Review Interview

ERI - Unemployment Insurance (UI) interview with a claimant in accordance with the https://www.dol.gov/

Attachment C 14 RFP-23-01-UI eligibility review program to review the work search record and to assist the claimant in finding suitable employment by providing accurate and useful work search information resulting in a commitment to a specific work search plan.

Eligibility Review Program

ERP - Unemployment Insurance (UI) program to assist the claimant in obtaining employment by providing accurate and useful information resulting in a specific plan of action or work search plan, and to evaluate the claimant's continued eligibility for benefits in accordance with the law.

Eligible Employer

A contributory employer that has accumulated or acquired (through, for example, a transfer) at least 14-17 quarters of experience—contributions paid, benefit charges.

Employer

Any employing unit which for some portion of a day within a current calendar year has or had in employment one or more individuals; and, 2) for the effective period of its election pursuant to section 383-77, any other employing unit which has elected to become subject to this chapter.

Employer Rating

Unemployment Insurance (UI) Contribution rate assigned to an employer based on their experience record.

Employer Ruling

An Employer Ruling is a decision issued to a base period contributory employer who has reported 75 percent or more of the claimant’s total base period wages. The Employer Ruling advises of the charge or non-charge to the employer’s experience rating record for UI benefits paid to the claimant.

Employing Unit

1) All individuals performing services in the state for any employing unit which maintains two or more separate establishments in the state shall be considered performing services for a single employing unit. 2) individuals employed to perform or assist in work of any person in service of employing unit whether the individual was hired or paid directly by the employing unit.

Employment

Service, including interstate commerce, performed for wages or under any contract of hire, written or oral within the United State, Virgin Islands, or Canada if services are not covered under the unemployment compensation law and the place from which the service is directed or controlled in this state,. 383-2

EPS

Electronic Payment System - is a method which allows employers to pay Hawaii

Unemployment Insurance Tax and file report summary data via IVR (telephone) or

Attachment C 15 RFP-23-01-UI electronically (internet).

ERI

Eligibility Review Interview - Unemployment Insurance (UI) interview with a claimant in accordance with the eligibility review program to review the work search record and to assist the claimant in finding suitable employment by providing accurate and useful work search information resulting in a commitment to a specific work search plan.

ESARO

Employment Security Appeals Referees’ Office. Its primary function is to conduct an independent hear and decide appeals arising from determinations issued by the Hawaii

Unemployment Insurance division (UID).

ESS

Employer Services Section (Tax). Maintains employer/TPA/CPA transactions for contribution taxes and quarterly wages reported. Services employer/TPA/CPA.

ETA

Employment and Training Administration - U.S. Department of Labor office that provides information and guidance for several labor market and career information programs such as one-stop career centers, America's Labor Market Information System, and Workforce

Development Performance measurements. https://www.dol.gov/agencies/eta

ETS

State of Hawaii Office of Enterprise Technology Services

EUC

Emergency Unemployment Compensation - a Congressionally approved extension of unemployment compensation that becomes available when regular benefits have been exhausted.

Evaluation Committee

The committee that will evaluate the Offers and determine in writing who provides the best value to the State; it is established by the Procurement Officer and consists of at least three

State employees.

Experience Rate

A UI state tax rate based on at least 14 quarters of employer historical data, including benefit charges, contributions, and average annual payroll. A contributory employer’s rate may vary from year to year depending on the annual reserve ratio rate schedule. Until eligible for an experience rate, contributory employers must be assigned a Standard Rate.

Experience Rating

Experience Rating refers to Hawaii's use of a “Reserve Ratio” experience rating system in determining an employer's unemployment insurance rates.

https://www.dol.gov/agencies/eta

Attachment C 16 RFP-23-01-UI

Experience Record

Employer-specific historical data relevant to computing their UI tax rate. The data includes benefit charges, contributions paid, average taxable wages and reserves.

Excluded payments 383-11

Wages does not include

Excluded Service 383-7

Employment shall not include. Not considered wages for UI tax purposes.

Extended Benefits

Additional unemployment insurance (UI) benefits payable to claimants who have exhausted their regular benefits during periods of high unemployment. Extended benefits include State

Additional Benefits and Federal Emergency Unemployment Compensation.

Fact-Finding

The process of gathering all pertinent facts and information to make a determination of eligibility.

Failure to Apply / Refusal

Failure to apply for employment or refusing a referral to apply for employment as instructed by the Division.

FCCC

Federal Claims Control Center

Federal Emergency Unemployment Compensation

Additional unemployment insurance (UI) benefits paid by the Federal Government, administered by the state, to claimants who have exhausted their regular unemployment insurance benefits. The criteria for paying Federal Emergency Unemployment benefits is defined by the U.S. Department of Labor.

FedRAMP (Federal Risk and Authorization Management Program)

A government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services.

FEIN

A Federal Employer ID Number (FEIN) identifies a business entity. This number is also referred to as a Federal Tax ID Number. Generally, all businesses need an FEIN. Sole proprietors usually use their SSN as the FEIN.

The number is the same as the FUTA number.

FFY

Federal Fiscal Year - the Federal Fiscal Year is from October 1 through September 30.

Attachment C 17 RFP-23-01-UI

Field Audit Office

Also known as ESS on Oahu. neighbor islands also have field office staff. Auditors audit employers.

Financial Management (Get update from VY)

DLIR's Administrative Services Office (ASO)Department - the purpose of ASO is to provide fiscal services to all agencies of the Department in the areas of budgeting, federal reporting, management status reports, processing of accounts payable and receivable, reconciliation of outside bank accounts, employee payroll and leave reporting, time distribution, client payments, development of the Department’s cost allocation plan and issuance of revolving fund checks.

FIPS code

Federal Information Processing Standards - Numbers assigned by the feds to uniquely identify a state (two-digit code).

Fiscal Year

Fiscal year (FY) - twelve-month period used for calculating annual ("yearly") financial statements in businesses and other organizations. There are two different fiscal years, Federal

(October 1 to September 30) and State (July 1 to June 30).

Fixed-price basis

An established price agreed upon by the Contractor and Purchasing Entity, by agreement or by authority, as the price to be charged for a specified amount of services.

Former Inmate

HRS 383-7 (23) Wages excluded from being reported by the employer if earned as an individual who performs services in the employ of a private employer while incarcerated in a custodial or penal institution and is separated from the employer because of a transfer or release from the institution is not entitled to a claim for unemployment benefits based on the wages from this employment.

FPUC

Federal Pandemic Unemployment Compensation is a temporary program that provided additional payments per week to those who receive unemployment benefits.

Fraud

Knowingly makes a false statement, withholds information, willful misrepresentation, or non-disclosure of a material fact by a claimant or employer for the purpose of obtaining

Unemployment Insurance (UI) benefits to which they knew they were not entitled.

Frequency

The business or schedule cycle associated with the requirement.

Frequency Volume

The number of times the requirement occurs per the associated frequency cycle.

Attachment C 18 RFP-23-01-UI

Fund Solvency

383-68 (a)

(S)FTP

Secure File Transfer Protocol - Standard network protocol used for the transfer files between a client and server on a computer network.

Full-time

DLIR defines full-time as a 40-hour work week unless regarded otherwise according to the standard practice, custom or agreement in a particular trade, occupation, or business.

FUTA

Federal Unemployment Tax Act - a nationwide unemployment insurance system established in

1935.

FUTA 940 Cert

Federal Unemployment Tax Act Certification - see IRS certification. Annual certification - IRS sends annual file using SDT. A requested job will run and produce reports used in Accuity audit.

report will also provide number of records certified correctly, unmatched records. a test job runs in Oct/Nov and actual job runs in Jan. Quarterly certifications are also done. No records are verified. file received from IRS and a job is requested to run file against MF.

FUTA Number

Federal Unemployment Tax Act - assigned by the Internal Revenue Service. The same number is used as the FEIN number.

General Conditions

The General Conditions issued by the Department of the Attorney General of the State of

Hawaii, referred to as Form AG-008.

Goods

All property, including but not limited to equipment, equipment leases, materials, supplies, printing, insurance, and processes, including computer systems and software, excluding land or a permanent interest in land, leases of real property, and office rentals.

Government Performance and Results Act (GPRA)

Enacted in 1993, GPRA was designed to improve program management throughout the Federal government. Agencies are required to develop a five-year strategic plan outlining its mission, long-term goals for the agency's major functions, performance measures, and reporting results.

The strategic plan is updated every 3 years. DOL's current strategic plan can be found on the

Strategic Plan webpage.

In addition to the strategic plan, agencies submit an annual performance report to the Office of

Management and Budget with established fiscal year performance goals, objectives on how to achieve these goals, and an explanation of how performance is measured and verified.

Attachment C 19 RFP-23-01-UI

Governmental body

Any department, commission, council, board, bureau, authority, committee, institution, legislative body, agency, Government Corporation, or other establishment or office of the executive, legislative, or judicial branch, city or county of any U.S. State, (including the Office of Hawaiian Affairs for the State of Hawaii).

HAR

Hawaii Administrative Rules – rules and regulations supplementing the Hawaii Revised

Statutes.

Hawaii Administrative Rules (HAR)

The adopted operating procedures for state agencies authorized by the laws of the State of

Hawaii.

Hawaii eProcurement System (HIePRO)

The State eProcurement system, a system for issuing solicitations, receiving responses, and issuing notices of award.

Hawaii Revised Statutes (HRS)

The laws that govern the State of Hawaii.

Head of the Purchasing Agency

The head of any agency with delegated procurement authority by law or from a chief procurement officer of the STATE to enter into and administer contracts.

HICAN

Hawai'i Career Acceleration Navigator

HIRENET Hawaii (HNH)

One Stop Operating System - currently implemented at DETR, OSOS is a comprehensive job matching, case management and reporting system for workforce and economic development professionals who work with employers and job seekers. OSOS contains functions required to meet the business requirements of core WIA and DOL administered programs. The UI Mod solution will need to interface with OSOS.

Hosting Services

An Offeror-Hosted option as proposed by the Offeror and as described in section 4.1.8.2.

HRS

Hawaii Revised Statutes

HST

Hawaii Standard Time

IB1 (ICON) Interstate Initial Claim Form

Used for the filing of new, additional and reopen claims. Memorandum used for communication

Attachment C 20 RFP-23-01-UI between states for Interstate or Combined Wage Claims.

IB4 Request

The request for wages from another state to be used in a Combined Wage Claim.

IB4 Response

The response to the request for wages to be used in another state in a Combined Wage Claim, advised the other state of available wages.

IB5 Sent

An acknowledgment that wages from the other state were received and will be used in a

Combined Wage Claim.

IB5 Received

An acknowledgment from another state that HI wages were received by them and will be used in a Combined Wage Claim.

IB6

Quarterly Combined Wage Claim charge statements sent to other states from the liable state for the use of their wages in a Combined Wage Claim.

ICON

The Interstate Connection Network - is the system that allows state agencies to request and receive data for use in filing and processing of combined wage claims, military, and federal claims.

IEEE

IEEE is the world’s largest technical professional organization dedicated to advancing technology for the benefit of humanity. IEEE and its members inspire a global community through its highly cited publications, conferences, technology standards, and professional and educational activities.

IETF

The Internet Engineering Task Force (IETF) is a standards organization for the Internet and is responsible for the technical standards that make up the Internet protocol suite.

IRP

Individual Reemployment Plan - a plan which outlines a participant's employment needs and the strategies for meeting their goals.

Initial Claim

A request for determination of entitlement to and eligibility for unemployment compensation.

In-Person Date

Unemployment Insurance (UI) term for a six-digit configuration (MM/DD/YY) specifying when a claimant is scheduled to report to his or her local office in person for an interview, in

Attachment C 21 RFP-23-01-UI order to review the claimant's job search record, assist the claimant in searching for employment, and review the claimant's eligibility to retain UI benefits.

Interstate Claim

Unemployment Insurance (UI) claim filed under an arrangement known as the Interstate

Benefit Payment Plan, which provides a method for the payment of benefits to those unemployed individuals who are absent from the state where their covered employment/wages have accumulated or where a valid unemployment insurance claim is already on file. In other words, it is a claim filed in one state (agent state) based on monetary entitlement to compensation in another state (liable state).

Interstate CWC

Interstate CWC is a claim that is filed in another state combining wages from Hawaii and one or more other states.

Intrastate Claim

A claim filed by an individual who lives in Hawaii and uses only wages earned from Hawaii

IPA

Installment Plan Agreement refers to the process of allowing a claimant to pay an overpayment in installments for a balance due or for an employer to pay for a delinquent balance due.

IRORA

Interstate Reciprocal Overpayment Recovery Arrangement

IRS Cert

Internal Revenue Service Certification - for federal unemployment tax purposes, the

Unemployment Insurance Division (UID) certifies to IRS the amount of state unemployment taxes paid timely by an employer for a specified calendar year.

Issue

An Act or circumstance by virtue of state law that potentially affects a person’s past, present, or future benefits

JCL

Job Control Language. A set of statements that instruct IBM Z/OS operating systems about the work to perform.

Joint Rating

The contribution rate for the joint account year issued to 2 or more employers. Rate is calculated by combining all of the employers’ annual taxable payroll, reserve balances, and benefit charges.

Key Performance Indicator (KPI)

How a quantifiable measure is utilized to assess the success of a Contractor in meeting

Attachment C 22 RFP-23-01-UI strategic goals and objectives for performance.

Labor Disputes

Controversies concerning the terms and conditions of employment which cause claimants to be unemployed but does not sever the employer-employee relationship.

Labor Force

Number of workers in a specific area or region.

Labor Market

The geographical area where the claimant can normally expect to secure employment in their customary occupation. This area varies, depending on the type of employment. A person who works as a cashier may have a labor market as small as a section of a city, while a person who normally works as a seafaring merchant marine may have a labor market that is world-wide.

Labor Market Area

LMA - specific geographic area for a given set of Labor Market Information.

Labor Market Information

Body of information arising from the measurement and evaluation of the socio- economic forces influencing the employment process in a specific geographic area; the content of this information includes the customary conditions of employment, employment opportunities, and methods of seeking work.

LADT

(ICON) Liable/Agent Data Transfer - used for tracking remote initial claims, reopen/transfer claims and interstate benefits and commuter weeks claim.

Lag Quarter

Quarter following the end of the base period and preceding the quarter in which a new

Unemployment Insurance (UI) claim is effective.

Laptop Audit Program

Offline computer application for auditors to conduct employer audits. The program will upload employer data, audit assignment data, and wage records from a mainframe file, conduct the entire audit using the PC application when out on the field by entering data. When a laptop is connected back to the network (at an office) and supervisor approves the audit packet using the program, the results will then be uploaded to the mainframe (calculations and any adjustments, changes).

Law

HRS, HAR, and all other statutes, regulations, legislative enactments, and declarations, decrees, directives, judgments, injunctions, regulatory decisions or orders, ordinances, rules or other binding restrictions of or by any governmental authority, including opinions, policies and directions from the Department of the Attorney General.

Attachment C 23 RFP-23-01-UI

LAUS

Local Area Unemployment Statistics - Bureau of Labor Statistics (BLS) program that estimates state and county labor force, unemployment rate, employment, and unemployment data on a monthly basis.

Layoff

A temporary or permanent termination of employment by an employer for economic or lack of work reasons.

Liable Date

The first day an employer is liable for UI tax.

Liable Employer

An employer who has an “active” status that is currently liable to pay UI taxes.

Liable State

State in which the claimant had sufficient employment and earnings to establish a valid claim for Unemployment Insurance (UI) benefits.

LWA

The Lost Wages Assistance (LWA) program was a federal-state unemployment benefit that provided $300 weekly compensation to eligible claimants.

LWIB

Local Workforce Investment Board - local boards mandated by the Workforce Investment Act of 1998 and its replacement , the Workforce Innovation and Opportunity Act (WIOA). These boards are appointed by the chief elected officials and include representatives of business, local educational entities, labor organizations, community-based organizations, economic development agencies and one-stop partners.

Magnetic Media Reporting Electronic Filing

MMREF - Electronic format for reporting Unemployment Insurance Tax summary and Wage detail information.

Mainframe

A large high-speed computer, supporting numerous workstations and peripherals.

M&O

Maintenance and Operations

Mandatory Acquisition or transfer

383-66(b). Common ownership, management or control between employing units or an acquisition or transfer made between an employing unit and a person who is not an employing unit. The department will determine substantially common ownership, management or control.

experience records are transferred to the employing unit. the rates of both units shall be recalculated and made effective beginning calendar year following the date of the transfer.

Attachment C 24 RFP-23-01-UI

Mass Layoff

Large-scale layoff which has significant impact on a community and which may require intensive service on the part of Unemployment Insurance (UI).

Master Servant Relationship

§383-6 Master and servant relationship, not required when. Services performed by an individual for wages or under any contract of hire shall be deemed to be employment subject to this chapter irrespective of whether the common law relationship of master and servant exists unless and until it is shown to the satisfaction of the department of labor and industrial relations that:

(1) The individual has been and will continue to be free from control or direction over the performance of such service, both under the individual's contract of hire and in fact;

(2) The service is either outside the usual course of the business for which the service is performed or that the service is performed outside of all the places of business of the enterprise for which the service is performed; and

(3) The individual is customarily engaged in an independently established trade, occupation, profession, or business of the same nature as that involved in the contract of service.

Maximum Benefit Amount

The maximum benefit amount is the total amount of benefits a claimant will be entitled to receive during the period of their claim. This amount is twenty-six times the weekly benefit amount. For claims filed against other states, this amount is set by the law of the paying state.

Medical Waiver

§12-5-35(d) For the waiver, due to illness or disability, of the availability requirement of section

383-29(a)(3), Hawaii Revised Statutes, to apply, an individual shall have registered for work, as provided by law and this chapter, prior to the onset of the illness or disability, and shall have filed an initial claim to establish that individual's eligibility for benefits prior to the beginning of the illness or disability. Illness or disability shall be evidenced by a physician's certificate.

MEUC

Mixed Earners Unemployment Compensation

Misconduct

Misconduct connected with work consist of actions which show a willful or wanton disregard of the employer’s interest, such as deliberate violations of the employer’s rules or policies, or deliberate disregard of the standards of behavior that an employer has the right to expect of an employee, or carelessness or negligence of such a degree or recurrence as to show wrongful intent or evil design.

Misrepresentation

§383-30(5) If the department finds that the individual has within the twenty-four calendar months immediately preceding any week of unemployment made a false statement or representation of a material fact knowing it to be false or knowingly failed to disclose a material

Attachment C 25 RFP-23-01-UI fact to obtain any benefits not due under this chapter, the individual shall be disqualified for benefits beginning with the week in which the department makes the determination and for each consecutive week during the current and subsequent twenty-four calendar months immediately following such determination, and such individual shall not be entitled to any benefit under this chapter for the duration of such period; provided that no disqualification shall be imposed if proceedings have been undertaken against the individual under section 383-141.

Monetary Determination

Written notice issued to inform a claimant and the employer whether or not the claimant meets the employment and wage requirements necessary to establish entitlement to compensation under a specific Unemployment Insurance (UI) program, and if entitled, the weekly and maximum benefit amounts that the claimant may receive, the liable employer(s), quarterly wages, and the beginning and ending of the benefit year.

Monetary Eligibility

The minimum earnings that an individual must have within a base period to meet monetary qualification for benefits. Each state sets their own criteria to determine this. In Hawaii, the following conditions apply:

• The person must have base period wages:

• Equal to or exceeding 26 times the weekly benefit amount, and

• Wages in at least two quarters in the base period.

• In both conditions, the person must have been paid wages of at least $105.00 in the high quarter. The minimum weekly benefit amount is $5.00.

Monetary Ineligibility

If an individual does not have sufficient wages in their base period to meet the minimum earnings conditions, they will not be able to establish a monetarily eligible claim.

Monetary Redetermination

Decision made after reconsideration and/or re-computation of a…