Project Charter - State of North Dakota
PROJECT CHARTER
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Project Name:
Integrated Benefits Administration System
Agency: North Dakota Public Employees Retiremen t System
Business Unit/Program Area:
NDPERS
Project Sponsor: Sparb Collins
Project Manager: Sharon Schiermeister
Project Background:
The application system th at N DPERS currently utilizes has been in us e for over thirt y (30) years.
Consequently as the system has had to adapt to changes it has become increasingly complex and
very difficult to modify. NDPERS intends to implement a new integrated benefits administration
solution that will fill t he business needs of the departments and staff of NDPERS, as well as the
needs of it s customers. Th is implementation is based upon a feasibility study NDPE RS conducted in
the first half of 2006 and the RFP that resulted from the study, done in conjunction with L.R.
Wechsler, Limited (LRWL) in the fall of 2006. Response to the RFP was evaluated by the consultant
(LRWL) and NDPERS staff. Sagitec Solutions was selected as the vendor for the project. The project
is set to start 10/1/2007.
Project Scope
NDPERS new benefits administ ration system will be rich in Web-enabled self-service f un ctionality ,
providing ease of use not only to NDPERS users, but also to members, retirees, beneficiaries, other
plan participants, 3
rd
party vendors, and employers. The solution will provide web enabled self
service capabilities to members and retirees. In addition, all f unctionality will be available to each of
the plans administered by NDPERS as appropriate for the plan (e.g., handling of member and
employer payments and receipts and refunds of over payments, correspondence generations,
imaging, maintenance of address information, etc.)
The functional requirements are broken down into the following categories:
1. Audit and Security
2. Disability and Appeals
3. Dual Membership
4. Return to Work
5. Member/Beneficiary
6. Enrollment
7. Estimates
8. Death
9. Benefit Calculations
10. Employer Reporting/Accounting
11. General Reporting and Query
12. Power of Attorney / Guardian
13. Court Order / QDRO
14. Purchase of Service
15. Pension Payments
16. Tax Reporting
17. Imaging and Workflow
18. Call Center
19. Refunds
20. Activity Tracking and Counseling
21. Membership / Participan t Statements
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