3_-_Appendices_A-F--12.22.2014.pdf

Appendix A Adopting Agencies

The agencies, commissions, and other entities listed below currently participate in FSAFEDS as of February 2014:

Abraham Lincoln Bicentennial Commission

Administrative Conference of the United States

Advisory Council on Historic Preservation

African Development Foundation

American Battle Monuments Commission

American Institute in Taiwan

Antitrust Modernization Commission

Appalachian Regional Commission

Appraisal Subcommittee/Federal Financial Institution Exam Council

Architect of the Capitol

Architectural and Transportation Barriers Compliance Board

Arctic Research Commission

Armed Forces Retirement Home

Barry M. Goldwater Scholarship and Excellence in Education Foundation

Bonneville Power Administration

Broadcasting Board of Governors

Central Intelligence Agency

Chemical Safety and Hazard Investigation Board

Christopher Columbus Fellowship Foundation

Citizens Health Care Working Group

Commission for the Preservation of America's Heritage Abroad

Commission of Fine Arts

Commission on Civil Rights

Commission on International Religious Freedom

Commission on Security and Cooperation in Europe

Commodity Futures Trading Commission

Congressional Budget Office

Appendix A (Continued)

Congressional-Executive Commission on the People's Republic of China

Consumer Product Safety Commission

Corporation for National and Community Service

Council of the Inspector General on Integrity and Efficiency

Court Services & Offender Supervision Agency

Defense Nuclear Facilities Safety Board

Defense Programs Support Activity

Delta Authority Commission

Denali Commission

Department of Agriculture

Department of Commerce

Department of Defense Agencies

Department of Education

Department of Energy

Department of Health and Human Services

Department of Homeland Security

Department of Housing and Urban Development

Department of Interior

Department of Justice

Department of Labor

Department of State

Department of the Air Force

Department of the Army

Department of the Navy

Department of Transportation

Department of Treasury

Department of Veterans Affairs

Department of Veterans Affairs - Office of Inspector General

District of Columbia Court of Appeals

District of Columbia Court Systems

District of Columbia Superior Courts

Dwight D. Eisenhower Memorial Commission

Election Assistance Commission

Environmental Protection Agency

Equal Employment Opportunity Commission

Executive Office of the President

Export / Import Bank of the U.S.

Federal Communications Commission

Federal Election Commission

Federal Energy Regulatory Commission

Federal Housing Finance Agency

Federal Housing Finance Agency - Office of the Inspector General

Federal Labor Relations Authority

Federal Maritime Commission

Federal Mediation and Conciliation Service

Federal Mine Safety and Health Review Commission

Federal Reserve Board

Federal Resources Management Commission

Federal Retirement Thrift Investment Board

Federal Trade Commission

Financial Crisis Inquiry Commission

Gallaudet University

General Services Administration

Government Accountability Office

Government Printing Office

Harry S. Truman Scholarship Foundation

Institute of Museum and Library Services

Inter-American Foundation

International Boundary & Water Commission

International Trade Commission

James Madison Memorial Fellowship Foundation

Japan-U.S. Friendship Commission

John C. Stennis Center for Public Service

John F. Kennedy Center for Performing Arts

Library of Congress

Marine Mammal Commission

Medicaid and CHIP Payment and Access Commission

Medicare Payment Advisory Commission

Merit Systems Protection Board

Millennium Challenge Corporation

Morris K. Udall Scholarship & Stewart L. Udall Foundation

National Aeronautics and Space Administration

National Archives and Records Administration

National Capital Planning Commission

National Commission on Libraries and Information Science

National Council on Disability

National Credit Union Administration

National Education Goals Panel

National Endowment for the Arts

National Endowment for the Humanities

National Gallery of Art

National Labor Relations Board

National Mediation Board

National Science Foundation

National Security Agency

National Transportation Safety Board

Nuclear Regulatory Commission

Nuclear Waste Technical Review Board

Occupational Safety and Health Review Commission

Office of Congressional Compliance

Office of Government Ethics

Office of Navajo and Hopi Indian Relocation

Office of Personnel Management

Office of Special Counsel

Office of the Director of National Intelligence

Office of the Federal Coordinator for Alaska Natural Gas

Overseas Private Investment Corporation

Peace Corps

Pension Benefit Guaranty Corporation

Public Defender Service of the District of Columbia

Public Interest Declassification Board

Railroad Retirement Board

Recovery Act Accountability and Transparency

Securities and Exchange Commission

Selective Service System

Small Business Administration

Smithsonian Institution

Social Security Administration

State Justice Institute

Surface Transportation Board

U.S. Agency for International Development

U.S. Capitol Police

U.S. China Economic and Security Review Commission

U.S. Commission on Helping to Enhance the Livelihood of People

U.S. Court of Appeals for the Armed Forces

U.S. Court of Appeals for Veterans Claims

U.S. Holocaust Memorial Museum

U.S. House of Representatives

U.S. Institute of Peace

U.S. Interagency Council on Homelessness

U.S. Senate

U.S. Tax Court

U.S. Trade And Development Agency

US Ability One Commission

Utah Reclamation Mitigation and Conservation Commission

Valles Caldera Trust

Vietnam Education Foundation

Woodrow Wilson International Center For Scholars

Appendix B The Federal Flexible Benefits Plan (FedFlex)

The FedFlex document can be found at:

http://www.fsafeds.com/fsafeds/downloads/FedFlex.pdf.

http://www.fsafeds.com/fsafeds/downloads/FedFlex.pdf

Appendix C Profile of Employees (FedScope)

This Appendix includes a description of the demographic information available as well as links to several websites that have additional demographic data captured by OPM. While the websites may be useful, we do not believe they are necessary for completing an application.

The file “Demographics.xls” available as an attachment to this application gives the demographic distribution of Federal employees and annuitants that may be useful in completing this Application. The file summarizes data from the 2012 Health Benefits Data File (HBDF) for employees and retirees. The file only contains data on Federal employees and retirees enrolled in the Federal Employees Health Benefits Program (FEHBP).

The data is summarized by age (10 year age bands), sex, state, FEHB contract status (self or family), and employment status (active or annuitant). The data by state for active employees is according to their place of work and may not be the same state used in determining network and access requirements.

Please refer to Section VI and Appendix D network and access requirements. The data by state is given according to the 50 states, Washington, DC (DC), Puerto Rico (PR), and Outside United States (FR).

Websites with Additional Demographic Information http://www.opm.gov/feddata/index.htm http://www.opm.gov/feddata/html/geoagy10.asp http://www.whitehouse.gov/sites/default/files/omb/performance/chapter11-2012.pdf http://www.fedscope.opm.gov/index.htm http://www.opm.gov/feddata/index.htm http://www.opm.gov/feddata/html/geoagy10.asp http://www.whitehouse.gov/sites/default/files/omb/performance/chapter11-2012.pdf http://www.fedscope.opm.gov/index.htm

Appendix D Communication Vehicles

Communicating with Federal employees is decentralized at the agency/department level. We do not have one master list of email addresses for all Federal employees, nor do we have a master list of home addresses for all of them. We are not expecting the Contractor to mail information directly to all employees’ home addresses. We do expect that the Contractor will discuss, plan and schedule all communications events with OPM prior to implementation.

The rest of this section describes what communications vehicles are available, and how the Contractor can use them.

Federal Benefits Officers

Each agency/department has at least one official headquarters benefits officer who handles open seasons and disseminates information on the various Federal benefits – retirement, thrift savings plan, health benefits, life insurance, leave programs, etc. There are approximately 150 benefits officers.

These human resources professionals serve as the Government’s front line representatives for providing information about all Federal benefit programs.

We can share names, email addresses and phone numbers of agency Benefits Officers with the successful Contractor. They can help facilitate the educational and marketing campaigns. Contractors should propose the best use of this communication vehicle.

We hold regular meetings of the benefits officers in OPM’s auditorium. The Contractor can plan to use these meetings to discuss and help solve any issues with FSAFEDS.

The Contractor will be responsible for educating employees as part of each annual Federal Benefits Open Season. Education may include such avenues as auditorium meetings, web videos, webinars, interactive voice response systems, a toll-free phone number, pamphlets, enrollment kits, etc. We are NOT expecting Federal human resources professionals to become flexible spending account experts and converse knowledgeably with employees about the rules and requirements of flexible spending accounts. That's what the Contractor will do. What we will expect is that when employees approach their agencies with a question, the human resources professionals will know to refer them to the contractor’s dedicated toll-free number, the contractor’s website, published pamphlets, the schedule of employee meetings, etc. Agency human resources professionals will be conduits in directing employees where to go for answers, as opposed to answering the questions directly.

Payroll Officers

Each agency/department also has a payroll officer to deal with payroll and financial issues related to the benefits programs. There is a separate automated email listserv for payroll officers called FINPAY. More information about this listserv can be found at listserv.opm.gov.

Appendix D (Continued)

Websites

OPM has a website devoted to FSAFEDS at www.opm.gov/fsa. This website includes summary benefit information and links to the Contactor’s FSAFEDS website.

Individual Federal agencies/departments also have their own Internet websites and/or Intranets. The Contractor can develop “turn-key” announcements to forward to agencies to post on their websites.

List Serv

We will work with the Contractor to reach benefit officers through OPM’s BenefitsInfo listserv. The listserv can be used to share information and documents.

Access to the Internet

With online enrollment, online claims submission and status, and email customer support, FSAFEDS is largely a web-focused benefit. The vast majority of Federal employees have access to the internet at work and/or at home. The Contractor should consider the best ways to communicate using the internet and how to improve the FSAFEDS experience for web savvy participants.

Payroll Stuffers

Most, if not all, Federal employees receive their pay through electronic funds transfer. They may or may not receive a hard-copy statement of their pay each pay period. The Contractor should not plan on using payroll stuffers as an effective means of conveying information to Federal employees.

Bulk Distribution Channels

We expect the Contractor to mail educational/informational pamphlets to Federal agencies/departments for their further distribution to the Federal employees at their worksites. We use this same method to distribute bulk materials for our annual health benefits program to Federal agencies/departments. We anticipate that the Contractor can use the same distribution list for FSAFEDS. We update this list every August. Each year we sent the main insurance benefits informational booklet to approximately 500 different distribution sites.

Benefits Administration Letters

We send Benefits Administration Letters (BALs) to the human resources professionals at all of the Federal agencies/departments. We post BALs on OPM’s BAL website at http://www.opm.gov/retire/pubs/bals/index.asp as well as on the Contractor’s FSAFEDS website. We also distribute all BALs via email to subscribers of the BENEFITSInfo listserv.

We use BALs to send information and instructions to agencies, and can also send them pattern letters, pattern emails, pattern articles, pattern HTML text, etc., for use in employee letters, employee emails, Appendix D (Continued) house publications, Intranets, etc. This is a good way to get information to employees through their human resources offices.

To join the listserv, visit http://listserv.opm.gov/wa.exe?A0=BENEFITSINFO

Other

Many Federal employees read publications such as the Federal Times, Government Executive, Federal Daily, Federal Managers Association newsletters, Federal News Radio, etc.

Federal Annuitants

Eligibility

Annuitants are not eligible for the Federal Flexible Benefits Program because they do not have earned income from employment with the Federal Government. If an Annuitant is rehired by the Federal Government in a position that conveys eligibility for the FEHB Program, he or she becomes a Reemployed Annuitant and is treated as a Covered Employee. The Reemployed Annuitant may elect participation in the just as any other Covered Employee as long as the Reemployed Annuitant is receiving pay from employment with an Adopting Employer.

http://listserv.opm.gov/wa.exe?A0=BENEFITSINFO

Appendix E Intelligence Community Security Requirements

Personnel Security

Contractor must be willing and able to clear an appropriate number of people. Key people who manage payroll operations and who have broad access to data and systems will be required to obtain Top Secret clearances and pass polygraph exams.

Physical Security

Contractor must be willing and able to compartmentalize and protect hard copy records. The Contractor agrees to physical security evaluations by the Intelligence Community agencies and to upgrade security as requested. The Contractor agrees to periodic inspections.

Information Security

Contractor must be willing and able to compartmentalize, protect, and limit access to soft copy data.

The Contractor agrees to a comprehensive INFOSEC audit of their operations, to include information handling and computer network and telecommunications security. Enhancements will be made per Intelligence Community specifications.

Telecommunications

Contractor must be willing and able to establish secure communications, i.e. phone and fax, with each Intelligence Community client.

Sources and Methods

Contractor must be willing and able to help develop, maintain, modify, and protect processes that support the operation of Intelligence Community payrolls. The Contractor agrees to work with the Intelligence Community and OPM to modify processes per guidance from the Intelligence Community.

Interfaces

Contractor must be willing and able to build or modify interfaces that meet Intelligence Community security requirements, including interfaces with time and attendance, HR, accounting, disbursing, data warehouse and financial management systems. In some cases, client agencies will need the capability to enter the data directly into the pay system.

Appendix F Links to the Guide to Federal Benefits and the FEHB and FEDVIP Brochures

Each year, The Office of Personnel Management publishes a number of Federal Benefits Open Season Guides. The Guide to Federal Benefits for Federal Civilian Employees provides basic information about the benefits offered to Federal employees; summarizes FEHB plans' benefits, costs, and quality performance; and provides addresses to access individual FEHB plan brochures. Plan brochures give complete benefit and cost information.

This information is meant to provide you with information and ideas on how you might use these materials for the 2014 Federal Benefits Open Season which will commence in November 2014.

The Guide can be viewed at http://www.opm.gov/healthcare-insurance/healthcare/plan-information/guide/2014-guides/70-1.pdf.

The 2014 FEHB BlueCross and Blue Shield Plan Brochure can be viewed at:

http://www.fepblue.org/downloads/2014%20SBP%20BROCHURE%20100413_032414_N%20(2).pdf

The 2014 FEDVIP Plan Brochures can be viewed at: http://www.opm.gov/healthcare-insurance/dental-vision/plan-information/ http://www.opm.gov/healthcare-insurance/healthcare/plan-information/guide/2014-guides/70-1.pdf http://www.opm.gov/healthcare-insurance/healthcare/plan-information/guide/2014-guides/70-1.pdf http://www.fepblue.org/downloads/2014%20SBP%20BROCHURE%20100413_032414_N%20(2).pdf http://www.opm.gov/healthcare-insurance/dental-vision/plan-information/ http://www.opm.gov/healthcare-insurance/dental-vision/plan-information/