Client_Engagement_Experience_Response_Form.xlsx
XLSX spreadsheet 24 KB Posted
- Attached to
- Advisory Multi-Step RKSA
- Solicitation number
- TIB-2017-RFP-0001
About this file
Experience Response Form
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Other files
| File | Type | Posted |
|---|---|---|
| 2016_Work_Volumes.xlsx | XLSX spreadsheet | |
| TSP_Constraints.pdf | ||
| RKSA_Statement_of_Objectives_DRAFT.pdf | ||
| Recordkeeping_Defined_(RKSA).pdf |
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Text version
Response Form
| Client Engagement Experience Response Form | |||
| Complete this form for each client engagement identified in the assessment. | Character Limit | ||
| Section 1: Client Engagement Information | |||
| Client Engagement Title and/or Client Name: | 100 | ||
| Contractor or Prime Contractor: | 100 | ||
| Subcontractors and Partners (if any): | 100 | ||
| Defined Contribution / Deferred Compensation Recordkeeper: | 100 | ||
| Client Engagement | |||
| Inception Date: | 100 | ||
| Client Engagement |
Cessation Date:
| (if current, then enter N/A): | 100 | |
| Summary Description of Client Engagement: |
(e.g., plan type(s), number of plans,
| scope, etc.) | 1000 | |
| Section 2: Client Engagement Size |
Provide the participant count at the client engagement inception and cessation.
| Participant Count at Client Engagement Inception or Transition Date: |
| Participant Count at Client Engagement Cessation or Present Date: |
| Section 3: Client Engagement Experience |
Place an 'X' to the left of the service provided and write a description of the service.
Definitions of TSP Recordkeeping Services can be found in Section 3 - Scope of Services of the Draft SOO.
| In-scope TSP Recordkeeping Services (mark 'X' below) | Description of Services Provided | |||
| Participant-Focused Services | ||||
| Participant Correspondence | ||||
| (includes contact centers, voice-response systems, Web access) | 500 | |||
| Participant Financial Education | 500 | |||
| Mutual Fund Window | 500 | |||
| Loan Processing | 500 | |||
| Administrative Services | ||||
| Record Keeping | 500 | |||
| Transaction Processing | 500 | |||
| Regulatory and Compliance Services | ||||
| Accounting Services | 500 | |||
| Audit Services | 500 | |||
| Legal Processing | 500 | |||
| Description of Other Services Provided | ||||
| 1000 |
File details come from the government source that posted it. Updated .