T3161 Appendix A - Employer Accounts Requirements 7.30.26.xlsx

XLSX spreadsheet 196 KB Posted Jul 30, 2026

Attached to: T3161 - NJ Labor Tax Integrated Solution for UI, TDI, FLI, Workforce and Audits
Solicitation number: 26DPP01325
Issued by: New Jersey

About this file

Written by GovTribe AI · Jul 31, 2026

This is an Appendix A requirements document for a New Jersey Department of Labor (NJDOL) system modernization project titled "T3161 - NJ Labor Tax Integrated Solution for UI, TDI, FLI, Workforce and Audits" (Bid Solicitation #26DPP01325). The document outlines comprehensive functional, technical, and operational requirements for a new employer accounts management system that will serve the Division of Employer Accounts. The solution must support core capabilities including general account management, notifications management, business rules configuration, workflow automation, document management, system usability, and reporting functionality. The system must accommodate employer portal services enabling self-service registration, account management, appeals processing, and two-way communication between employers and Division of Employer Accounts staff. Additionally, the requirements specify IT standards and security compliance including adherence to NJDOL policies, Federal Risk and Authorization Management Program (FedRAMP) standards, WCAG 2.1 accessibility guidelines, Section 508 compliance, IRS Publication 1075 tax information security standards, NIST publications, and integration with state systems such as Single Sign-On and Microsoft Entra ID.

The requirements document encompasses 156 general employer accounts requirements, 38 IT standards and security requirements, 52 reporting requirements, 81 employer portal requirements, and 126 employer registration requirements, totaling over 400 distinct functional specifications. Key functional areas include the ability to manage employer accounts with prepopulation and manual data entry, capture and manage case notes, attach and manage multiple file formats, assign and reassign workloads based on issue type and staff availability, track case status with deadline management, perform bulk record edits, process and deliver notifications via multiple methods with delivery tracking and history maintenance, define and manage business rules in plain English language, create and manage automated workflows with sequential and parallel task handling, process both physical and electronic documents with optical character recognition and automatic indexing, and generate robust ad-hoc and predefined reports at no additional cost. The employer portal must be mobile-friendly, support multi-factor authentication, provide real-time account dashboards, enable document uploads and submissions, display experience rating details, support appeals and protest submissions, and allow employers to manage authorized agents and communication preferences. No specific response date, due date, award date, pricing information, or contract term details are provided in this requirements document.

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Other files

File	Type	Posted
T3161 Attachment 3 - State-Supplied Price Sheet 7.30.26.xlsx	XLSX spreadsheet	Jul 30, 2026
T3161 Appendix C - Employer Accounts Context Diagram~1.pdf	PDF	Jul 30, 2026
T3161 Attachment 4 - State of New Jersey Third-Party Information Security.pdf	PDF	Jul 30, 2026
T3161 Attachment 2 - Standard Procurement Forms Packet 7.30.26.pdf	PDF	Jul 30, 2026
T3161 Bid Solicitation 7.30.26.docx	DOCX document	Jul 30, 2026
T3161 Appendix D - Employer Accounts and FileNET Architecture Current State~1.pdf	PDF	Jul 30, 2026
T3161 Pre-Quote Conference PowerPoint Presentation~1.pptx	PPTX presentation	Jul 30, 2026
T3161 Attachment 1 - State of New Jersey Standard Terms and Conditions~1.pdf	PDF	Jul 30, 2026
T3161 Appendix B - Employer Accounts Interface List~1.docx	DOCX document	Jul 30, 2026

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A. General

Req #	Category	High Level Process	Process Description	Requirement	Out of the Box	Add on Feature	Configurable	Requires Additional Development	Requires 3rd Party Contractor/Software	Vendor Comment
A.01	General	Account Management	This is the function that allows Division of Employer Accounts staff to define and manage different types of employer accounts. An employer account is a construct like a virtual file that can be used to encapsulate all of the related information associated with that case such as communications or documentation.	Provide the ability to prepopulate and allow Division of Employer Accounts staff to manually add employer account information and status updates.
A.02	General	Account Management		Provide the ability to collect, capture and manage case notes and identify if it is one of the following including, but not limited to, tax/contributions input, appeal input etc.
A.03	General	Account Management		Provide the ability to attach, retrieve, and remove files (Word, Excel, PDF, audio, images, video, and other formats) to/from an employer account.
A.04	General	Account Management		Provide the ability for an authorized Division of Employer Accounts staff to manage attached files (deleting, duplicating, re-associating data, etc.).
A.05	General	Account Management		Provide the ability to assign or reassign, present workloads and cases based on the following including, but not limited to, issue type and issue reason identification; Division of Employer Accounts staff availability (vacation, holiday, sick, etc.); priority; and pending or no action pending.
A.06	General	Account Management		Provide the ability to manage and track case status, based on the following, including, but not limited to, deadlines, timelines, due dates, events and configurable conditions, establish/updated issue detection dates, and outcomes.
A.07	General	Account Management		Provide the ability to perform edits and updates to multiple records at the same time based on configurable business rules.
A.08	General	Account Management		Provide the ability to notify Division of Employer Accounts staff of pending deadlines.
A.09	General	Account Management		Provide the ability to notify Division of Employer Accounts staff of the next best action based on established rules and procedures.
A.10	General	Account Management		Provide the ability for Division of Employer Accounts staff to add freeform text to outgoing correspondence without IT/vendor involvement.
A.11	General	Account Management		Provide the ability for Division of Employer Accounts staff to post internal and external communications to certain Division of Employer Accounts staff user groups.
A.12	General	Account Management		Provide the ability to allow Division of Employer Accounts staff to record audio files.
A.13	General	Account Management		Provide the ability to allow Division of Employer Accounts staff to annotate audio files.
A.14	General	Account Management		Provide the ability to allow replaying of audio files to synch up with notes taken during recording of the audio file.
A.15	General	Account Management		Provide the ability to automatically store audio recordings created by Division of Employer Accounts staff.
A.16	General	Account Management		Provide the ability to automatically associate audio recorded by Division of Employer Accounts staff to the case based on where it was created.
A.17	General	Account Management		Provide the ability to allow Division of Employer Accounts staff to change the case that is associated with audio recordings created by Division of Employer Accounts staff.
A.18	General	Account Management		Provide the ability to allow Division of Employer Accounts staff to view related cases for an employer/customer.
A.19	General	Account Management		Provide Division of Employer Accounts staff with the ability to add, delete, or modify indexes for a document type and/or groups.
A.20	General	Account Management		Provide the capability to define and manage different types of cases (ex. collections, audit, appeal) with all functionalities necessary to manage cases, for the lifecycle of the case that is intuitive, intelligent, and proactive.
A.21	General	Account Management		Provide the ability to define the lifecycle of a case and the steps required from initiation to completion of a case.
A.22	General	Account Management		Provide the ability to define and manage actions that can occur within the case lifecycle such as case creation, case assignment, case review, and case approval.
A.23	General	Account Management		Provide the ability to automatically or manually create a case based on Division of Employer Accounts staff user defined business rules.
A.24	General	Account Management		Provide the ability to integrate employer account management with other key components such as workflow and business rules.
A.25	General	Account Management		Provide the ability to capture and store everything related to a case such as notes, audio, video, reports, documents, and contacts in a single location.
A.26	General	Account Management		Provide the ability for multi-user access to employer account records that will support management and collaboration between all users.
A.27	General	Account Management		Provide the ability to track the amount of time a Division of Employer Accounts staff works on a cases and provide reporting and statistics associated with the time working a case.
A.28	General	Account Management		Provide the ability to perform analysis on cases to identify optimization opportunities and report on case statistics and resource efficiency.
A.29	General	Account Management		Provide the ability for robust case scheduling including creation and management of appointments and notifications or reminders.
A.30	General	Account Management		Provide the ability to view and manage employer account records online and remotely utilizing a variety of devices including desktop, laptop, and mobile devices.
A.31	General	Account Management		Provide the ability to easily find and manage cases using advanced search, sort, and filter features.
A.32	General	Account Management		Provide the ability for Division of Employer Accounts staff to update or change cases and case lifecycles without the need for IT support or additional software programming.
A.33	General	Account Management		Provide the ability to log and track all transactions related to a case in order to create a complete audit history including information such as who performed the transaction, when it was performed, and what was done.
A.34	General	Account Management		Provide the ability to easily identify, assemble and transmit employer account record materials to requesting parties. (Courts / other agencies).
A.35	General	Account Management		Provide the ability to categorize transactions based on established business rules and logic, including but not limited to, assessed penalties, wage report exceptions, accounts receivables, and accounts payables.
A.36	General	Notifications Management	This is the function of generating employer related notifications and sending them to the appropriate recipients. Notifications include all forms of communication with the employer or other interested parties including letters, disclosure/user agreements, email, portal messages, SMS, and voice messages. Notifications related to employers will be triggered by specific actions or at specific times during the overall employer registration and process. This process involves determining the types of notifications that can be triggered and the criteria for how those notifications will be generated and sent including the default delivery method for a notification and the required delivery method for a notification. The process also manages the actual generation and delivery of the notification based on the recipient's communication preference as well as rules about suppressing notifications and includes the ability to resend notifications. All notifications that are sent will be tracked and history maintained about those notifications.	Provide the ability to define different categories of notifications such as but not limited to employer registration, experience rating, wage and contribution reporting, and employer payments.
A.37	General	Notifications Management		Provide the ability to define different types (including but not limited to employer registration, employer account, joint account, PEO account) of notifications
A.38	General	Notifications Management		Provide the ability to define what types of actions or events (including but not limited to, new registration, new account, updated account, closed account) that will trigger a notification
A.39	General	Notifications Management		Provide the ability to assign each notification a priority that will be used to determine if a notification should be generated and when in relation to other notifications.
A.40	General	Notifications Management		Provide the ability to define different delivery methods (including, but not limited to profile, letter, certified mail, email, SMS, phone call, portal Fax, US portal mails) that can be used to deliver the notification/communication.
A.41	General	Notifications Management		Provide the ability to define a default or required (by law or statute) delivery option for a notification based on other criteria (ex. category or type) associated with that notification.
A.42	General	Notifications Management		Provide the ability to generate notifications in bulk using industry standard bulk or mass mailing functionality. (examples include, but are not limited to Microsoft mail merge).
A.43	General	Notifications Management		Provide the ability to deliver notifications for specific delivery methods in bulk using a secure delivery method.
A.44	General	Notifications Management		Provide the ability to create and manage the content and format for each type of notification.
A.45	General	Notifications Management		Provide the ability to create, modify and maintain templates that can be used to create NJ specific notifications with NJ specific content.
A.46	General	Notifications Management		Provide the ability to define and use variable or data driven content in a notification.
A.47	General	Notifications Management		Provide the ability to assign each notification a unique identifier (Including but not limited to number, bar code, QR code) that can be used to easily access and view the notification.
A.48	General	Notifications Management		Provide the ability to deliver a notification to the recipient using the default delivery method for that notification if the recipient hasn't defined a preferred delivery option.
A.49	General	Notifications Management		Provide the ability to deliver a notification based on the preferred delivery method of the recipient unless the notification has a required delivery method.
A.50	General	Notifications Management		Provide the ability to automatically or manually suppress the generation and/or delivery of a notification or group of notifications.
A.51	General	Notifications Management		Provide the ability to send an alert (SMS or email) to a recipient when a specific notification or type of notification has been delivered to the individual employers/customers.
A.52	General	Notifications Management		Provide the ability to process and store feedback about the delivery of a notification including if the delivery was successful or not and a reason why the delivery wasn't successful (including but not limited to mail returned to sender, certified letter no accepted, email bounced back).
A.53	General	Notifications Management		Provide the ability to resend a specific notification using the same delivery method or using a different delivery method.
A.54	General	Notifications Management		Provide the ability to regenerate and send a notification with the original content and message but with different sending or delivery information such as the date and address.
A.55	General	Notifications Management		Provide the ability to keep a history and tracking of all notifications (original notification and all variations) that were sent to a recipient.
A.56	General	Notifications Management		Provide functionality to send notifications to external parties such as Courts, Workforce and DDU/TDI.
A.57	General	Notifications Management		Provide the ability to view the history of all notifications that were delivered to a recipient.
A.58	General	Notifications Management		Provide the ability to select and open a specific notification that was delivered to a recipient.
A.59	General	Business Rules Management	This is the function to allow Division of Employer Accounts staff to define and manage their business rules and how those rules are applied during different business processes. A business rule describes how the business operates in a specific scenario and defines and constraints the different types of actions that occur in that scenario.	Provide the ability to create and manage business rules that can be user defined and constrain different types of actions that can be performed.
A.60	General	Business Rules Management		Provide the ability to define business rules in a simple English like language or format using business terms that are easy to understand.
A.61	General	Business Rules Management		Provide the ability to utilize a standard and comprehensive set of operators (ex. equals, contains, in, not in).
A.62	General	Business Rules Management		Provide the ability to utilize a standard and comprehensive set of complex operations such as sum, average, count, minimum, and maximum.
A.63	General	Business Rules Management		Provide the ability to easily define and visualize complex rules consisting of a combination of other defined business rules.
A.64	General	Business Rules Management		Provide the ability to easily manage the inventory of all business rules through classification or categorization of business rules.
A.65	General	Business Rules Management		Provide the ability to easily find and manage business rules using advanced search, sort, and filter features.
A.66	General	Business Rules Management		Provide the ability for Division of Employer Accounts staff to update or change business rules without the need for IT support or additional software programming.
A.67	General	Business Rules Management		Provide the ability to test a business rule and the impact on the business and process before the business rule is implemented.
A.68	General	Business Rules Management		Provide the ability to implement business rules that have been added or changed into the existing process in real-time and see the impact of those rules immediately.
A.69	General	Business Rules Management		Provide the ability to log and track changes to business rules in order to create a complete audit history including information such as who performed the transaction, when it was performed, and what was done.
A.70	General	Workflow Management	This is the function to allow Division of Employer Accounts staff to define and manage workflow that will be used to automate tasks or business processes. A workflow is as series of steps that guide the Solution through the process and include things such as the action required at that step and the person who needs to perform that action.	Provide the ability to create and manage workflows that can be used to automate tasks and business processes.
A.71	General	Workflow Management		Provide the ability to define workflows that handle sequential tasks, parallel tasks, conditional tasks, optional tasks, and looping.
A.72	General	Workflow Management		Provide the ability to define workflows that handle simple and complex assignments and approvals.
A.73	General	Workflow Management		Provide the ability to define and manage notifications, reminders, and escalations that are triggered by the workflow based on established business rules/workflows.
A.74	General	Workflow Management		Provide the ability to create and manage custom forms and documents that will support the tasks being performed by the workflow.
A.75	General	Workflow Management		Provide the ability to define dynamic data validations that can be performed on data being gathered and processed by a workflow.
A.76	General	Workflow Management		Provide the ability to categorize and classify workflows (including but not limited to validation, review, approval) based on Division of Employer Accounts staff defined criteria.
A.77	General	Workflow Management		Provide the ability to easily find and manage workflows using advanced search, sort, and filter features.
A.78	General	Workflow Management		Provide the ability for Division of Employer Accounts staff to update or change workflows without the need for IT support or additional software programming.
A.79	General	Workflow Management		Provide the ability and flexibility to update or change all aspects of a workflow immediately, including process names, steps, tasks, and decisions.
A.80	General	Workflow Management		Provide the ability to test a workflow change and the impact on the business and process before the workflow change is implemented.
A.81	General	Workflow Management		Provide the ability to perform analysis on workflows to identify optimization opportunities and report on workflow statistics and efficiency.
A.82	General	Workflow Management		Provide the ability to log and track all transactions related to workflows in order to create a complete audit history including information such as who performed the transaction, when it was performed, and what was done.
A.83	General	Document Management	This is the function that allows Division of Employer Accounts staff the ability to manage documents that created outside of their operation and are received for processing. Those documents can be physical documents that are sent directly to them for processing or documents received in an electronic format such as via fax, email, direct upload, or any other electronic method.	Provide the ability to process any type of physical document that is received during business processing.
A.84	General	Document Management		Provide the ability to create an electronic image of a physical document if that document cannot be scanned.
A.85	General	Document Management		Provide the ability to manually index and store an imaged document based on Division of Employer Accounts staff identified metadata.
A.86	General	Document Management		Provide the ability to store an imaged document using a variety of standard formats, including but not limited to .PDF, .TIFF, .GIF,. JPG, .RAW.
A.87	General	Document Management		Provide the ability to scan a physical document and create an electronic version of the document.
A.88	General	Document Management		Provide the ability to perform optical character recognition on a scanned document to identify the type of document and any related metadata.
A.89	General	Document Management		Provide the ability to automatically index and store a scanned document based on the document type and metadata.
A.90	General	Document Management		Provide the ability to manually index and store a scanned document if the document can't be indexed automatically.
A.91	General	Document Management		Provide the ability to store a scanned document in a standard PDF format or other acceptable standard formats, including but not limited to .TIFF, . JPG.
A.92	General	Document Management		Provide the ability to edit and save changes to a document that has been received and stored in a standard PDF format.
A.93	General	Document Management		Provide the ability to combine and save one or more documents of the same format as a single document.
A.94	General	Document Management		Provide the ability to separate and save a single document as one or more documents of the same format.
A.95	General	Document Management		Provide the ability to process electronic documents that are received from a variety of sources including email, upload, mobile apps, and web apps.
A.96	General	Document Management		Provide the ability to identify and process electronic documents in all common and standard formats, including but not limited to .PDF, .DOC, .TXT, .JPG, .TIFF, .GIF
A.97	General	Document Management		Provide the ability to define and manage the storage and indexing of documents based on attributes such as file size or file type.
A.98	General	Document Management		Provide the ability to automatically perform content recognition on electronic documents to identify document type and metadata.
A.99	General	Document Management		Provide the ability to automatically index and store an electronic document based on document type and metadata.
A.100	General	Document Management		Provide the ability to manually index and store an electronic document if the document can't be indexed automatically.
A.101	General	Document Management		Provide the ability to easily find and manage documents using advanced search, sort, and filter features.
A.102	General	Document Management		Provide the ability to search for documents based document content, metadata, or advanced document attributes, including but not limited to type, date created, date revised, and last edited by.
A.103	General	Document Management		Provide the ability to populate document templates or spreadsheets using content or data that was recognized and extracted from an electronic document.
A.104	General	Document Management		Provide the ability to link or associate an indexed and stored document to a related transaction or series of transactions.
A.105	General	Document Management		Provide the ability to link or associate an indexed and stored document to one or more related indexed and stored documents.
A.106	General	Document Management		Provide the ability to view, download, or delete a document that has been related to a transaction or another document.
A.107	General	Document Management		Provide the ability to change or update the indexing of an existing document and store the document with the new indexing.
A.108	General	Document Management		Provide the ability to allow documents that are indexed and stored to be moved, forwarded, or shared using standard methods such as email.
A.109	General	Document Management		Provide the ability to integrate document management with other components such as workflow management.
A.110	General	Document Management		Provide the ability to log and track all transactions related to document management in order to create a complete audit history including information such as who performed the transaction, when it was performed, and what was done.
A.111	General	Document Management		Provide the ability for Division of Employer Accounts staff, if necessary, to scan a document individually as an inline process and not rely on batch processing.
A.112	General	Document Management		Provide the ability to maintain a history of all versions of document templates to support regeneration of documents when needed.
A.113	General	Document Management		Provide the ability for Division of Employer Accounts staff to generate documents/correspondence/forms from predefined templates that can be created, modified and maintained by Division of Employer Accounts staff.
A.114	General	Document Management		Provide the ability for Division of Employer Accounts staff to (re)generate documents based on the version of the template for the date it was originally generated.
A.115	General	Document Management		Provide the ability for templates to be completed online as fillable forms.
A.116	General	Document Management		Provide the ability to include correspondence/forms/email templates that need minimal programming assistance for Division of Employer Accounts staff to create, modify and maintain.
A.117	General	System Usability	This is the function that provides general types of system usability to Division of Employer Accounts staff and allows them to be as productive and efficient as possible. System usability addresses the following dimensions of the Solution and the users interaction with the Solution: effective, efficient, engaging, error tolerant, and easy to learn.	Provide standard and industry accepted features that streamline and increase the efficiency and speed of navigation and data entry.
A.118	General	System Usability		Provide the ability to define and manage rules and edit checks to ensure the integrity of data during entry.
A.119	General	System Usability		Provide the ability to configure and manage alerts/messages that can be broadcast to users with important information about the Solution or the status of the Solution including the dates associated with the alert/message.
A.120	General	System Usability		Provide the ability for Division of Employer Accounts staff to view alerts/messages that were broadcast on their desktop or when they log into the Solution and acknowledge they have received the alert/message.
A.121	General	System Usability		Provide the ability to keep a history and track all alerts/messages (original and all variations) that were sent to a user as well as when they acknowledged the alerts/messages.
A.122	General	System Usability		Provide the ability to define and manage integrated, context-sensitive information that Division of Employer Accounts staff can access to get help when attempting to perform a specific task or activity.
A.123	General	System Usability		Provide the ability for Division of Employer Accounts staff to access integrated, context-sensitive help when they are using the Solution and need assistance with a specific task or activity.
A.124	General	System Usability		Provide the ability to access and view audit trail information about any transaction that has occurred within the Solution including when it occurred and who/what performed the transaction.
A.125	General	System Usability		Provide the ability for the Solution to log all relevant activities and transactions to facilitate audits by federal and State agencies, the IRS, USDOL, and the Social Security Administration (SSA).
A.126	General	System Usability		Provide the ability to define and manage data retention rules for any piece of data within the Solution including information about how and when it can be purged.
A.127	General	System Usability		Provide the ability to create and manage data retention rules and workflow that can be used to ensure that data is correctly retained and purged.
A.128	General	System Usability		Provide the ability to archive data for retention, then purging data after seven years
A.129	General	System Usability		Provide the ability to automatically purge data that no longer needs to be retained based on user defined data retention rules.
A.130	General	System Usability		Provide the ability to manually purge data that no longer needs to be retained based on user defined data retention rules.
A.131	General	System Usability		Provide the ability for users of the Solution to access multi-factor help, including FAQs, help screens, field-level contextual help, and chat/agent support, and features to include but not limited to tooltips, highlights, and pop-up instructions.
A.132	General	System Usability		Provide the ability to manage documents with an integrated Solution featuring document creation, imaging, electronic signature, and storage.
A.133	General	System Usability		Provide the ability to track failed Solution interface transmissions, both incoming and outgoing, and support re-transmittal of the information as appropriate.
A.134	General	System Usability		Provide the ability to provide Division of Employer Accounts staff with action and informational alerts based on established business workflows and roles.
A.135	General	System Usability		Provide ability for the Division of Employer Accounts to create a work list and/or dashboard to be utilized by Division of Employer Accounts staff for pending workloads.
A.136	General	System Usability		Provide the ability for Division of Employer Accounts staff to perform bulk changes using FEIN, or other user-defined business rules with access and configuration controlled by user roles.
A.137	General	Interfaces		Provide the ability to validate NJDOL departmental business portal/dashboard users via integration with the Solution.
A.138	General	Interfaces		Provide the ability to configure notifications for failed interface transmissions, both incoming and outgoing, based on business rules (e.g., Real-time vs. scheduled transmissions).
A.139	General	Interfaces		Provide the ability to interface with the appropriate external system to receive and process wage reports (quarterly and annual) from employers electronically.
A.140	General	Interfaces		Provide the ability to interface with the appropriate external system to provide information about employer wage report data that was changed to resolve an exception.
A.141	General	Interfaces		Provide the ability to interface with the appropriate external system to receive and process amended wage reports (quarterly and annual) from employers electronically.
A.142	General	Interfaces		Provide the ability to interface with the appropriate external system to receive and process contribution reports (quarterly and annual) from employers electronically.
A.143	General	Interfaces		Provide the ability to interface with the appropriate external system to provide information about employer contribution report data that was changed to resolve an exception.
A.144	General	Interfaces		Provide the ability to interface with the appropriate external system to receive and process amended contribution reports (quarterly and annual) from employers electronically.
A.145	General	Interfaces		Provide the ability to interface with the appropriate external system to receive payments from employers electronically.
A.146	General	Interfaces		Provide the ability to interface with an appropriate external system to initiate a stop payment on a payment that was processed for a refund request.
A.147	General	Interfaces		Provide the ability to interface with the appropriate external system to provide information about employer payment data that was changed to resolve an exception.
A.148	General	Interfaces		Provide the ability to interface with the appropriate external system to electronically receive information about a payment that has been reversed.
A.149	General	Interfaces		Provide the ability to interface with an appropriate external system to process a refund and generate the payment to the requestor of the refund via their original payment method.
A.150	General	Interfaces		Provide the ability to interface with an appropriate external system to process a refund and generate a payment to the requestor of the refund using a default payment method if the requestor doesn't have a preferred payment method.
A.151	General	Interfaces		Provide the ability to interface with an appropriate external system to receive confirmation that a payment for a refund request has been processed.
A.152	General	Interfaces		Provide the ability to interface with an appropriate external system to receive status about a payment (ex. payment successful, payment or check returned) that was made for a refund request.
A.153	General	Interfaces		Provide the ability to interface with an appropriate external system to receive a list of employers that have filed for bankruptcy along with the specific details about the bankruptcy.
A.154	General	Interfaces		Provide the ability to interface with an appropriate external system to receive a Plan of Arrangement for an employer who has filed bankruptcy and a Proof of Claim that has been submitted.
A.155	General	Interfaces		Provide the ability to support interfaces via FTP, real-time API or batch file transfers as required.
A.156	General	Employer Wage Inquiries	The employer wage inquiry portal is designed to enable authorized federal and State government agency users to independently access employer wage data through a secure and efficient web interface.	Provide the ability for authorized users from federal and State government agencies to access a web portal to conduct independent employer wage inquiries through a search interface, designed to adhere to relevant data privacy and security regulations, ensuring that employer wage information is accessed and displayed in compliance with applicable rules and regulations.

Bid Solicitation #: 26DPP01325 Appendix A - Employer Accounts Requirements

B. IT Standards & Security

Req #	Category	Requirement	Out of the Box	Add on Feature	Configurable	Requires Additional Development	Requires 3rd Party Contractor/Software	Vendor Comment
B.01	IT Standards & Security	Provide the ability to comply with all State standards outlined in NJ State policy including the Statewide Information Security Manual and all standards/procedures established by NJDOL relating to password/account creation, change, including the incorporation of a 3rd party verification capability. https://www.cyber.nj.gov/grants-and-resources/state-resources/statewide-information-security-manual-sism
B.02	IT Standards & Security	Provide the ability to meet the State of New Jersey’s Office of Information Technology shared IT architecture standards and mandates, outlined here: https://nj.gov/it/whatwedo/sar/
B.03	IT Standards & Security	Provide the ability to comply with the New Jersey web-presence guidelines, outlined here: https://nj.gov/it/it/docs/NJ_Web_Presence_Guidelines.pdf
B.04	IT Standards & Security	Provide the ability to comply with Web Content Accessibility Guidelines (WCAG) 2.1.
B.05	IT Standards & Security	Provide the ability to comply with section 508 of the Rehabilitation Act of 1973 (as amended) (29 USC § 794d). Compliance is to be verified using a commercially available software product certified for this purpose. Assistive technology examples include but are not limited to screen readers, screen enlargement viewers, and text to speech products.
B.06	IT Standards & Security	Provide language translation services via a USDOL- certified translation service as well as those required by NJ Legislation S2459 (https://www.njleg.state.nj.us/bill-search/2022/S2459).
B.07	IT Standards & Security	Provide the ability ensure that the Solution to delivers content written at or below an eighth-grade reading level.
B.08	IT Standards & Security	Provide the ability to comply with applicable federal standards and requirements for security and privacy. This includes but is not limited to adherence to the Federal Risk and Authorization Management Program (https://www.fedramp.gov/) security standards for cloud service providers, ensuring protection of Personally Identifiable Information (PII), and compliance with Health Insurance Portability and Accountability Act (HIPAA) standards.
B.09	IT Standards & Security	Provide the ability to meet the requirements set forth by the Internal Revenue Service in Publication 1075 for tax information security, and align with internal controls and standards for information sharing with the Social Security Administration and the National Directory of New Hires.
B.10	IT Standards & Security	Provide the ability for the hosting Solution, regardless whether on State premises or in the cloud, must be fully compliant with federal tax information (FTI) Treasury Offset Program (TOP) benefits and contributions data safeguards as mandated in IRS Publication 1075.
B.11	IT Standards & Security	Provide the ability to coordinate with the Treasury Offset Program (TOP) at the onset of system modernization to ensure alignment with TOP's operational standards, including mandatory end-to-end testing at least 45 days prior to implementation, while maintaining data integrity by accurately updating existing debt records without creating duplicates or inaccurate reports as required by the Internal Revenue Service TOPs program.
B.12	IT Standards & Security	Provide the ability to incorporate security measures as specified in National Institutes of Standards and Technology (NIST) publications, including SP 800-18 for developing security plans, SP 800-53 for implementing security and privacy controls, SP800-26 and SP 800-53A for self-assessment of IT systems, and FIPS 200 for annual assessments and system updates.
B.13	IT Standards & Security	Provide the ability to integrate system administration, networking, and security (SANS) critical security controls to ensure comprehensive protection, and compliance with these standards should be verified through regular audits and assessments.
B.14	IT Standards & Security	Provide the ability to enable all users to access the Solution using log-in credentials (user ID and password) that comply with NJDOL and NJOIT standards for complexity, history, and change frequency.
B.15	IT Standards & Security	Provide the ability to implement a feature that automatically logs out users after a predetermined period of inactivity.
B.16	IT Standards & Security	Provide the ability to ensure that the Solution invalidates session identifiers upon user logout or session termination to prevent unauthorized use of session IDs.
B.17	IT Standards & Security	Provide the ability to configure the Solution to generate unique session identifiers for each session and only accept Solution-generated identifiers.
B.18	IT Standards & Security	Provide the ability for Solution administrators to modify the rules and conditions governing user logout, including the ability to enforce an absolute session termination after a designated prolonged period of time, such as 8 hours.
B.19	IT Standards & Security	Provide the ability for role-based security to access applicable data/fields, screens/sections, and workflow/processes. Security is implemented through the use of user groups and user role profiles, including tiered security controls for modification of employer accounts. (e.g., the FEIN field can be entered but not removed, and only specific staff can update/change it once eligibility is set and then only modified by certain users through workflow)
B.20	IT Standards & Security	Provide compatibility with all supported Microsoft Windows operating systems.
B.21	IT Standards & Security	Provide the ability for the Solution to be web browser agnostic (including Chrome, Firefox, Safari, Microsoft Edge, etc.) compatible with and function properly across all major web browsers to ensure consistent experience.
B.22	IT Standards & Security	Provide the ability for the Solution to be thoroughly optimized and tested for compatibility with mobile devices.
B.23	IT Standards & Security	Provide the ability to enable activities/services data to be State configurable (add/change/delete) in the Solution.
B.24	IT Standards & Security	Provide the ability to use business logic and allow for workflows to be configurable.
B.25	IT Standards & Security	Provide the ability for local (NJDOL) administrators to make minor changes in system configuration and customization.
B.26	IT Standards & Security	Provide the ability to support low code (not custom code) for business processes, business rules, integrations, and security & access control.
B.27	IT Standards & Security	Provide ability for NJDOL administrators to independently perform minor system configuration to include, but is not limited to, table updates, access and permission management, business rules, integrations, and workflow adjustments.
B.28	IT Standards & Security	Provide the ability to implement multi-factor authentication (MFA) for accessing privileged user accounts, accounts with access to sensitive information, and all remote logins to agency systems that handle sensitive data.
B.29	IT Standards & Security	Provide the ability to integrate with the Single Sign-On compliant with SAML 2.0 and support SAML 2.0 Web Single Sign-On and Open ID Connect (OIDC).
B.30	IT Standards & Security	Provide the ability to integrate with State of New Jersey active directory standards, such as Microsoft Entra ID.
B.31	IT Standards & Security	Provide compatibility for users to the State network through VPN connectivity tools, including but not limited to, Zscaler ZPA(VPN type connectivity), ZIA(internet security, Cisco VPN, etc.
B.32	IT Standards & Security	Provide the ability to interact and provide data to any current or future data warehouse/lake/hub as determined by NJDOL.
B.33	IT Standards & Security	Ability to provide all State data in a mutually agreed-upon format, ensuring that the data is organized, readable, and accessible.
B.34	IT Standards & Security	Provide the ability to utilize standardized integration/API/secure cloud-based file transfer tools, such as Mule Soft, Move IT, File Transfer Protocol (FTP).
B.35	IT Standards & Security	Provide the ability to comply with current NJDOL initiatives aimed at preventing employer and beneficiary fraud, including the use of existing NJDOL fraud detection software.
B.36	IT Standards & Security	Provide the ability to identify fraudulent IP addresses.
B.37	IT Standards & Security	Provide the ability to comply with any and all State and Federal audits of IT security, including providing access to software/hardware/physical locations.
B.38	IT Standards & Security	Provide compatibility and communication between Oracle applications and external systems.

Bid Solicitation #: 26DPP01325 Appendix A - Employer Accounts Requirements

C. Reporting

Req #	Category	Requirement	Out of the Box	Add on Feature	Configurable	Requires Additional Development	Requires 3rd Party Contractor/Software	Vendor Comment
C.01	Reporting	Provide robust ad-hoc reporting capability for all fields in the Solution to build customized reports without the need for out of the box reports or the need to purchase an additional tool or module, as specified by the State.
C.02	Reporting	The Solution must be able to conduct ad hoc reporting, including current and historical data for all modules.
C.03	Reporting	Provide the ability to create predefined/canned reports based on established frequencies including but not limited to daily, weekly, monthly, quarterly, bi-annually, and annually based on calendar year, and State fiscal year, and federal fiscal year.
C.04	Reporting	Provide the ability to meet federal and State reporting requirements.
C.05	Reporting	Provide the ability to meet the legal and regulatory guidelines for data sharing to generate quarterly employment and wage statistics for all employers as part of the Quarterly Census of Employment and Wages (QCEW) program (formerly ES-202). For additional information, visit https://www.bls.gov/cew/additional-resources/unemployment-insurance-modernization/
C.06	Reporting	Provide the ability to support QCEW as system of record for industry codes by importing industry assignment (NAICS codes) from QCEW system and only allow authorized Division of Employer Accounts Staff to assign or change NAICS codes.
C.07	Reporting	Provide the ability to support labor market information interfaces including all files required by the Bureau of Labor Statistics and US Census Bureau including the QCEW program, Local Area Unemployment Statistics (LAUS) program and Longitudinal Employer-Household Dynamics (LEHD) program.
C.08	Reporting	Provide the ability to meet the reporting requirements to create Experience Rating Report (ETA 204). For additional information, visit https://oui.doleta.gov/dmstree/handbooks/401/ii_4.pdf
C.09	Reporting	Provide the ability to meet the reporting requirements to create Longitudinal Employer Household Data files. (https://www.bls.gov/cew/additional-resources/unemployment-insurance-modernization/lehd-file-format.htm)
C.10	Reporting	Provide the ability to generate and configure any reports at no additional cost to the State.
C.11	Reporting	Provide the ability to generate and configure management reports for Audit and Appeals.
C.12	Reporting	Provide the ability to configure and generate standard and customizable error reports.
C.13	Reporting	Provide the ability to configure elements of the standard reports.
C.14	Reporting	Provide the ability to generate configurable audit reports for various business areas, including but not limited NJDOL Finance and Accounting.
C.15	Reporting	Provide the ability to generate configurable exception reports for various business areas, including by not limited to NJDOL Finance and Accounting.
C.16	Reporting	Provide the ability to schedule reports (i.e. pay-period, monthly, quarterly, annually).
C.17	Reporting	Provide the ability to configure customized reports for one-time or repeated use, which can be saved by user one-self or for all other users.
C.18	Reporting	Provide the ability to query for data that may not be included in the reporting capability.
C.19	Reporting	Provide dashboards with the ability to configure and filter/drill down on user-defined parameters and configurable for each user group such as Employers, Authorized Agents, and Division of Employer Accounts Staff.
C.20	Reporting	Provide the ability to create dashboards to allow users to view reporting statistics, schedule of reports, etc.
C.21	Reporting	Provide the ability for Division of Employer Accounts staff to generate and view real-time and/or historical data on a configurable dashboard that includes, but is not limited to, assigned employers, established deadline reminders, inactive records, due balances, active and inactive employers, delinquent employers, etc.
C.22	Reporting	Provide the ability to produce reports in a graphical view, when appropriate, with security limiting capability.
C.23	Reporting	Provide the ability to export reports into various formats such as flat files, XML, Excel, CSV, Word and PDF's, while restricting the display of PII data fields
C.24	Reporting	Provide the ability to print a series of documents as a single complete document rather than individually.
C.25	Reporting	Provide the ability to image, download, and print letters, reports, and forms (e.g., JPEG, PDF).
C.26	Reporting	Provide the ability for Solution administrator robust reporting on all fields in the Solution without vendor action.
C.27	Reporting	Provide the ability to display reports in multiple formats (i.e. table, chart, graph)
C.28	Reporting	Provide the ability to manage data, including but not limited to performing advanced data preparation, data blending, data governance, and data modeling.
C.29	Reporting	Provide the ability to create complex queries of the data in the Solution using filters, set operators, and calculated conditions utilizing drag and drop type visual tools then execute those queries in a variety of manners such as manual, automated, or scheduled.
C.30	Reporting	Provide the ability for Division of Employer Accounts staff to search within reports.
C.31	Reporting	Provide the ability to maintain a common presentation for all reports.
C.32	Reporting	Provide the ability for Division of Employer Accounts staff to organize reports by categories.
C.33	Reporting	Provide the ability for Division of Employer Accounts staff to schedule reports based on user roles.
C.34	Reporting	Provide the ability to support industry standards for extraction, transmission and formatting as it relates to reporting.
C.35	Reporting	Provide the ability for Division of Employer Accounts staff to design, execute and publish ad hoc reports based on user roles.
C.36	Reporting	Provide the ability for Division of Employer Accounts staff to save an ad hoc report template.
C.37	Reporting	Provide the ability for Division of Employer Accounts staff to share an ad hoc report template.
C.38	Reporting	Provide the ability for Division of Employer Accounts staff to print, export, and view supplemental information included in reports based on user roles.
C.39	Reporting	Provide the ability to ensure that federal reports are exportable in a machine readable format.
C.40	Reporting	Provide the ability for Division of Employer Accounts staff to execute reports from real-time data as appropriate.
C.41	Reporting	Provide the ability to validate new or revised reports prior to deployment.
C.42	Reporting	Provide the ability to Division of Employer Accounts staff to save reports, making them available for other users to view/print based on user roles.
C.43	Reporting	Provide the ability to ensure report generation does not negatively affect Solution performance.
C.44	Reporting	Provide the ability for Division of Employer Accounts staff to limit queries or reports which will cause system degradation.
C.45	Reporting	Provide the ability to store submitted Federal report data for a time period, as determined by the Division of Employer Accounts, based on State and Federal legislation.
C.46	Reporting	Provide the ability to integrate general reporting functionality with other general Solution functionality as appropriate.
C.47	Reporting	Provide the ability to produce reports via a transparent process that allow for comparison and reconciliation of reports.

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Aug 4, 2026.