Attachment J - Distribution Authorization File Format.pdf
PDF 108 KB Posted
- Attached to
- DMS-2425-199, (SUSORP and SMSOAP)
- Solicitation number
- ITN-12499
- Issued by
- Alachua County, Graceville City, Florida
About this file
Attachment J is a technical file specification for a Distribution Authorization File Format issued by the Florida Department of Management Services (DMS), Division of Retirement, for the State University System Optional Retirement Program (SUSORP) and Senior Management Service Optional Annuity Program (SMSOAP). The document details a precise 14-field file format for tracking member distribution eligibility, with each field specifying data type, width, and character positions. Fields include critical member information such as Social Security Number, birth date, termination date, and various distribution eligibility dates including full retirement, partial retirement, required minimum distribution (RMD), and employee voluntary distribution.
The file format is designed to capture comprehensive member data with specific numeric and alphanumeric parameters, allowing for dynamic tracking of member eligibility and file modifications. Key administrative features include a static Member File Addition Date, a Member Ineligibility Date to track distribution authorization status, an optional Comment Text field, and a dynamic Member File Last Modified Date that updates with each record change. The document is part of a broader solicitation (DMS-24/25-199) seeking a service provider to manage defined contribution retirement services for approximately 18,000 SUSORP members and 95 SMSOAP members, with responses due by June 16, 2025, and a potential Notice of Intent to Award on October 1, 2025.
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Text version
ATTACHMENT J – DISTRIBUTION AUTHORIZATION FILE FORMAT
DMS-24/25-199
SUSORP/SMSOAP Page 1 of 2
Field Number
Field Name Description Data Type Width Start End
1 Module Code A module code assigned to the interface file. Will contain the value "DSAUTH".
Alphanumeric 6 1 6
2 SSN Social Security Number of member. Numeric 9 7 15
3 Member Name Name of the member. Format is last name, first name, middle name, suffix.
Alphanumeric 50 16 65
4 Birth Date Member's birth date. Numeric 8 66 73
5 Termination Date Termination date provided by the employer. The format is
YYYYMMDD.
Numeric 8 74 81
6 Full Eligibility Date
Full Retirement Distribution Eligibility Date: A date will appear in the Full Eligibility Date field for Members who have met the eligibility requirements for a distribution of their full SUSORP balance. The date format is YYYYMMDD. This field is blank when a Member is not eligible for the described distribution type.
Numeric 8 90 97
7 Partial Eligibility Date
Partial Retirement Distribution Eligibility Date: A date will appear in the Partial Eligibility Date field for Members who have met the eligibility requirements for a distribution of up to 10% of their SUSORP balance. The date format is YYYYMMDD. This field is blank when a Member is not eligible for the described distribution type.
Numeric 8 82 89
8 RMD Eligibility Date
RMD Eligibility Date: A date will appear in the RMD Eligibility Date field for Members who have met the eligibility requirements for a required minimum distribution from their SUSORP Balance. The date format is YYYYMMDD. This field is blank when a Member is not eligible for the described distribution type.
Numeric 8 98 105
9 Employee Eligibility Date
Employee Voluntary Distribution Eligibility Date: A date will appear in the Employee Eligibility Date field for Members who have met the eligibility requirements for a distribution of only their voluntary employee contributions. The date format is YYYYMMDD. This field is blank when a Member is not eligible for the described distribution type.
Numeric 8 106 113
ATTACHMENT J – DISTRIBUTION AUTHORIZATION FILE FORMAT
DMS-24/25-199
SUSORP/SMSOAP Page 2 of 2
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
Field Number
Field Name Description Data Type Width Start End
10 Other Eligibility Date Other Eligibility Date: Reserved for future use. The date format is YYYYMMDD.
Numeric 8 114 121
Member File Addition Date
This field records the date a Member first appeared on the file.
This date is static and will not change when changes are made to a Member’s record.
Numeric 8 122 129
12 Member Ineligibility Date
Member Ineligibility Date is the date a member became ineligible for all distributions. Distributions are not authorized for a given Member if a date appears in this field. If eligibility is reestablished, the Member Ineligibility Date will be modified to be blank, and new dates will be established in other fields as applicable. The Member File Addition Date will not change in response to Member Ineligibility Date modifications.
Numeric 8 130 137
13 Comment Text Comment Text is an optional comment that may be populated for a member.
Alphanumeric 100 138 237
Member File Last Modified Date
Member File Last Modified Date records the date a Member’s record was last modified. This date is dynamic and will update for every change made to a Member’s record.
Numeric 8 238 245
File details come from the government source that posted it. Updated .