OD_Reqs_-_Sec_Appendix_B_-_Traceability_to_SOW_2-28-14.pdf

O&D Business Requirements

Federal Student Aid, O&D To-Be Requirements A-1 Appendix B

Appendix B. Traceability to Existing SOW

COD SOW Traceability to O&D Business Requirements

SOW

Sec. #

COD SOW pg.

O&D Section #

C.1 Process Loans and Grants 3 Section 4 C.1.1 Origination and Disbursement Processing 3 Section 4.1 C.1.2 Internal Interface Processing 7 Section 4 C.1.3 Production Service Request Management 10 Section 7 & 8 C.1.4 COD Report Generation 12 Section 5 C.1.5 COD Web site, StudentLoans.gov Web site, and

Agreement to Serve (ATS) Web Site Processing

14 Section 6

C.1.6 Correspondence 14 Section 5.4 C.1.7 Financial Processing 15 Section 4.3 C.1.8 Annual Core Data Purge, FY2011-15 16 Section 7.3.5 C.1.9 System Performance Testing 17 Section 7 C.2 Business Management Services 17 Section 8.2 C.2.1 Business Operations Support 17 Section 8 C.2.2 Audit Support Services 19 Section 8.2.4 C.2.3 Communications 20 Section 8.2.5 C.2.4 Requirements Tracking and Change Control

Process

21 Section 7.1.2

C.2.5 System Security and Privacy 21 Section 8.2.6 C.2.6 COD Data Archive Support Services 22 Section 7 C.2.7 Disaster Recovery Support 22 Section 8.2.7 C.2.8 Service Delivery Standards 23 Appendix D C.2.9 Work Products and Deliverables 27 Appendix C C.2.10 Problem / Incident Severity Definition and

Resolution Process

35 Section 8.2.8

C.2.11 System Processing Volume Data Reporting 38 Section 8.2.9 C.2.12 COD Operations Portal 39 Section 5.3 C.3 Program Management Support 39 Section 8.1 C.3.1 Contract and Financial Management 39 Section 8.1.2 C.3.2 COD Program Management 39 Section 8.1.1 C.3.3 Service Management 39 Section 8.1.3 C.3.4 Quality Management 39 Section 8.1.4 C.4 Technical Architecture Support 39 Section 7

Federal Student Aid, O&D To-Be Requirements A-2 Appendix B

C.4.1 COD Infrastructure Support 40 Section 7.2 C.4.2 Configuration Management 40 Section 7.1.3 C.4.3 Maintenance of Enabling Technologies 41 Section 7.1.1 C.4.4 User Access Maintenance 41 Section 7.1.1 C.4.5 Performance Monitoring and Capacity Planning 41 Section 7.1.1 C.4.6 COD Data Center Management 41 Section 7.2.1 C.5.1 School Support Services 42 Section 10 C.5.2 Applicant Support Services 44 Section 9 C.5.4 Customer Service New Award Year Support 46 Section 7.3.2 C.6 Transition Support Services 48 Section 8.1.5 C.7 New Award Year Software Releases 48 Section 7.3.2 C.7.1 Requirements Planning 49 Section 7.3.2 C.7.2 Requirements Gathering and Analysis 49 Section 7.3.2 C.7.3 Award Year Release 50 Section 7.3.2 C.7.4 Infrastructure Upgrades 52 Section 7.3.2 C.7.5 Implementation 53 Section 7.3.2 C.7.6 Program Management Support 55 Section 7.3.2 C.7.7 New Award Year Release Deliverables 55 Section 7.3.2 C.8 System Enhancements 56 Section 7.3 C.8.69 Release 11.0, 11.1, and 11.2 System

Enhancements

56 NA

C.8.83 IBR Application with IRS DRT (CCR# 101283 –

ID 1744)

67 NA

C.8.84 Release 12.0 System Enhancements 68 NA C.9 Government Furnished Property, Information, and Equipment

69 Section 7.4

C.9.1 Telecommunications 69 Section 7.4.1 C.9.2 Hosting Services 70 Section 7.4.2 C.9.3 Software 70 Section 7.4.3 C.9.4 Hardware 70 Section 7.4.4 C.9.5 Correspondence Costs 71 Section 7.4.5 C.9.6 COD Printed Brochures / Materials 71 Section 7.4.6 C.9.7 COD Pre-printed Forms, Inserts, and Inbound

Correspondence

71 Section 7.4.7

C.9.8 Pell Grant, ACG, National SMART, TEACH Grant and Direct Loan Program Information

71 Section 7.4.8

C.9.9 Integrated Technical Architecture Support Services

71 Section 7.4.9

C.9.10 Enterprise Application Integration Support Services

71 Section 7.4.10

C.9.11 Student Aid Internet Gateway Mailbox Service 71 Section 7.4.11

Federal Student Aid, O&D To-Be Requirements A-3 Appendix B

C.9.12 StudentLoans.gov, ATS, Data Archive, and COD Transformation Code Infrastructure Components

71 Section 7.4.12

C.9.13 Virtual Data Center Monitoring Toolset 71 Section 7.4.13 C.9.14 800 Number Into COD Customer Support

Center

72 Section 9 & 10

C.9.15 RSA SecureID Tokens and Support 72 NA C.9.10 The Higher Education Reconciliation Act of 2005

(HERA) Implementation: See full text version of contract.

72 NA

C.13 FFEL to DL Capacity Improvement and System Enhancements

72 NA

C.14 Higher Education Opportunity Act (HEOA) – see full text version of contract.C.15 Loan Distribution Engine Operations

72 NA

C.15.1 Loan Distribution Engine Processing 73 Section 4.4.1 C.15.2 TIVAS Interface Processing 75 Section 4.4.4 C.15.3 LDE Production Service Request Management 78 Section 4.4.5 C.15.4 Assisting TIVAS 79 Section 4.4.5 C.15.5 LDE Report Generation 80 Section 4.4.6 C.15.6 TIVAS Specific Business Processes 80 Section 4.4.7 C.15.7 Communicate LDE System Status 81 Section 4.4.8 C.15.8 LDE Infrastructure Upgrades 81 Section 4.4.9 C.15.9 Loan Distribution Engine Work Products 82 Section 4.4.10 C.15.10 Annual Release Support 82 Section 4.4.11 C.16 LDE Loan Consolidation Operations 82 Section 4.5 C.16.1 LDE Loan Consolidation Processing 83 NA C.16.2 LDE Loan Consolidation Interface Processing 84 NA C.16.3 LDE Loan Consolidation Production Service

Request Management

87 NA

C.16.4 Assisting Consolidation Trading Partners 89 NA C.16.5 LDE Loan Consolidation Report Generation 90 NA C.16.6 DLCS and Servicer Specific Business Processes 90 NA C.16.7 Communicate LDE Loan Consolidation Status 91 NA

C.16.8 LDE Loan Consolidation Infrastructure Upgrades

92 NA

C.16.9 LDE Loan Consolidation Activity Work Products 92 NA

Appendix B. Traceability to Existing SOW