Business Requirements Document. SR Open Enrollment 2017: Payroll Rate Advance Transactions

Transcription

1 Business Requirements Document SR Open Enrollment 2017: Payroll Rate Advance Transactions

2 Document Information Document Attributes ID Owner Author(s) Contributor(s) Information SR HR-Benefits Programs and Strategy Boris Mehta, BIS Joe Cutter Revision History Version Issue Date Changes /18/2016 Initial Version /25/2016 B. Burkart few small updates. The plan codes are changing this year /25/2016 B. Burkart updated MCB values in R /31/2016 B. Burkart added assumption about M /22/2016 B. Mehta adding Supplemental Life Insurance Rates Document Approvals Role Name Signature Date Project Director Esther Cheung-Hill SR Open Enrollment 2017: Payroll Rate Advance Transactions 2

3 Table of Contents 1 Overview Product/Solution Scope Business Rules Business Requirements External References Attachment... 9 SR Open Enrollment 2017: Payroll Rate Advance Transactions 3

4 1 Overview This BRD describes the new rates for the University s Health and Welfare (H&W) Rates to be included with the advance transactions in the year-end processing schedule for the Payroll and Personnel System (PPS). The non-bargained rates correspond to the rates provided for the AYSO Open Enrollment (OE) 2017 application. Supplemental life insurance rate changes have also been incorporated into the BRD, so they can be included with the other advance rate transactions. A separate BRD will provide Post-Doctoral Scholars Workers Compensation rate and the Post-Doc Life/AD&D rate to be included with arrears transactions. 1.1 Background 1.2 Objectives Distribute updated UC Health and Welfare (H&W) rates for plan year 2017 Distribute updated supplemental life insurance rates for plan year 2017 H&W and supplemental life insurance rate transactions should be included with the advance transactions in year-end processing 1.3 Related Projects & Dependencies SR OE Application Changes 2017 (AYSO) SR101437_2017_OE_Medical_Plans_BRD (PPS) 1.4 Stakeholders Acronym Description Role * Authorize Has ultimate signing authority for any changes to the document R Responsible Responsible for creating this document A Accountable Accountable for accuracy of this document (e.g. project manager) S Supports Provides supporting services in the production of this document C Consulted Provides input I Informed Must be informed of any changes SR Open Enrollment 2017: Payroll Rate Advance Transactions 4

5 Name Position * R A S C I Esther Cheung Hill Director, HR-BIS X Boris Mehta Business Systems Analyst X Ken Smith Business Systems Analyst X X Jaime Espinoza Principal Analyst X Shaun Ruiz Payroll Coordinator X Christy Thompson Manager, HR-BIS X X X Rowena Wong Business Systems Analyst X X 1.5 Proposed Strategy N/A 1.6 Glossary Term BRD BRT BU EDB EE ER GTN H&W HR&B ITS MCB MVS OE PATH PIN PIP Post-Doc PPS UC UCOP Description Business Requirements Document Benefits Rates Table Bargaining Unit Employee Data Base prefix to data element number Employee Employer Gross-to-Net Health and Welfare Human Resources and Benefits Information Technology Services Medical Contribution Base Multiple Virtual Storage (mainframe operating system) Open Enrolment Payroll, Academic Personnel, Timekeeping and Human Resources Payroll Interfaces (insurance carriers, unions, other external consolidations) Payroll Interface Processing Post-Doctoral Scholar Payroll and Personnel System University of California University of California Office of the President 2 Product/Solution Scope 2.1 Included in Scope Distribute common, UC plan year 2017, H&W rate transaction files to base and campus PPS Distribute UC plan year 2017, H&W transactions via campus-specific files wherever local rates apply SR Open Enrollment 2017: Payroll Rate Advance Transactions 5

6 Distribute UC plan year 2017 supplemental life insurance rate transaction files to base and campus PPS. 2.2 Excluded from Scope Creating or modifying any rate transactions No End-to-End testing is required Changes to non-pps payroll systems such as at LBNL 2.3 Assumptions & Constraints ID Assumption / Constraint Details about the rate sets and the rates themselves will be provided as soon as they are available Nothing special is needed for local bargaining unit M9 (Irvine). 2.4 Outstanding Items N/A 3 Business Rules N/A 4 Business Requirements Update UC H&W rates for Plan Year 2017 Update UC Supplemental life insurance rates for Plan Year 2017 Must be installed prior to the first compute for any pay period ending in December User Requirements N/A 4.2 Overview of Modifications Control Table Updates: Test and distribute Benefits Rates Table (BRT) update transactions. 4.3 Functional Requirements Req ID R0001 Requirement Type Requirement Description Priority [L/M/H] Comments PPS: Obtain the rate transactions from PIP and run PPP004 to test them. Split them into appropriate files for campuses. R0002 Control Benefits Rates Table: Test and distribute BRT update transactions. SR Open Enrollment 2017: Payroll Rate Advance Transactions 6

7 Table After final 2017 H&W plan rates have been determined, HR&B will upload a comprehensive file and request that production control run PIP Job PIPRATEU. This job will use the file to generate BRT update transactions and deliver them to a file in MVS. The transactions should be processed into the BRT of a test instance of PPS for verification. For the following plans and the unrepresented bargaining unit, the transactions should include the following (no MCB tiers) 2017 Legal Rates Plan J2 Bargaining Unit Dental Rates Plans D1, D3, P3, P4 Bargaining Unit Vision Rates Plan VI and P5 Bargaining Unit 00 R0003 System-wide Bargaining Unit Exceptions Distributed to all campuses: For the following plans and bargaining units, the transactions include the following, tiered by 2017 MCB values of 53, 104, 156, and 999 (no restrictions): 2017 Medical Rates, Plans AC, HB, KN, KS, AU, AP, WH; Bargaining Units BX, DX and LX. These standard default rates apply to any combination of bargaining unit, health plan, or pay band that is not described as an exception. Bargaining unit IX has agreed to the 2017 bargaining unit 00 rates and Pay Bands. They do not have or require rows in the rates table; they will currently default to the bargaining unit 00 rates and Pay Bands. Bargaining unit PA does not currently have rows in the rates table; they will default to bargaining unit 00 rates and Pay Bands (no unique rows needed). Bargaining unit PX plans are the default rates for the post-doc plans. For the following plans and bargaining units, employee nets are limited to no more than a $25/month increase for each covered category, using prior year's employee monthly premium as benchmark for determining the $25 threshold. This applies to 2015, 2016, and 2017 plan years. For 2017 the rates did not exceed threshold, so 00 unit rates apply Medical Plans HB, KN, KS; Bargaining Units HX, NX, RX, and TX For the following plans and bargaining unit, Pay Bands 1 and 2 nets are frozen at 2014 nets for plan year 2015, 2016, and Pay Bands 3 and 4 nets were held to no more than a $25/month cap over prior year: Medical Rates Plans, HB, KN, KS; Bargaining Units EX For the following plans and bargaining unit, Pay Bands 1 and 2 nets are frozen at 2014 nets for plan year 2015, 2016, and 2017: Medical Rates Plans, HB, KN, KS; Bargaining Unit SX SR Open Enrollment 2017: Payroll Rate Advance Transactions 7

8 For the following plans and bargaining unit, employee nets are allowed to increase by no more than 20% over the dollar amounts established in the previous year. This applies to Plan years 2013 through If an employee net for either plan would exceed 20%, UC contributes the amount in excess of 20%. Benchmark for determining the cap is the full amount of the prior year's employee contributions, (i.e., the combination of the actual employee contribution plus UC subsidy); for 2017 the rates did not exceed threshold so 00 unit rates apply Medical Rates Plans HB, KN, KS; Bargaining Unit CX R0004 Local Bargaining Unit Exceptions Distributed to specific campuses: For the following local bargaining units 00 -unit rates and Pay Bands apply. Bargaining Units GS, K4, K6, K9, KB, KM No rates are needed for F7 as this bargaining unit was dissolved. R0005 For the following plans and bargaining unit, Pay Bands 1 and 2 nets were frozen at 2014 nets for 2015, 2016, and 2017 Medical Rates Plans, HB, KN, KS; Bargaining Unit K7 (skilled crafts unit) The following sets of transactions should be created, which contain unique rates by location: a file for UCLA which includes rates for K4 (skilled crafts unit) & KM (skilled crafts, Merced) a file for San Diego which includes rates for K6 (skilled crafts unit) a file for Irvine which includes rates for K9 (skilled crafts unit) a file for Santa Cruz which includes rates for K7 (skilled crafts unit) a file for Berkeley which includes rates for GS (printing trades) and KB (skilled crafts unit) Supplemental Life Insurance rates have changed for Plan Year 2017 for employees and dependents. UPAY549A form showing 2017 rates for employee and dependents is included in the attachment section below. 4.4 Non-Functional Requirements N/A 5 External References Document Location Author SR10424 OE Application SR10424 OE Application Changes 2017 BRD Sarah Emory Changes 2017 BRD Teran SR Open Enrollment 2017: Payroll Rate Advance Transactions 8

9 6 Attachment Informational Reference: Medical Plan Rate Rule Set and Contract Language by Bargaining Unit Code Ruleset/Contract Language BX CX In each subsequent calendar year of this Agreement (2013, 2014, 2015, 2016 and 2017), when gross rates increase, the University may increase the monthly employee contributions in the Health Net Blue & Gold Plan and in the Kaiser plan by twenty percent (20%) over the dollar amounts established by the University for the preceding year without meeting and conferring. EX In the event the University establishes employee contribution rates for either of these two plans that exceed this twenty percent (20%) threshold, the University will contribute the amount of the increase that exceeds (20%). The subsequent year s cap will be determined using the full amount of the prior year s employee contributions, i.e., the combination of the actual employee contribution plus the UC subsidy. The University may not increase monthly employee contributions for the Health Net Blue and Gold Plan and for the Kaiser plan for pay band 1 and pay band 2 for plan year 2015, plan year 2016, and plan year F3 F7 GS HX For pay bands not listed above, beginning in calendar year 2015, increases in employee contribution rates for the Kaiser and Health Net Blue and Gold plans shall not exceed $25 per month (up to aggregate increase of $300/year) over the prior year for each year of the agreement. No system file needed. No system file needed. Same as 99 Unit rates = 2017 HW rates K4 K6 K7 For Calendar years 2015, 2016, and 2017 EE net for Kaiser and Health Net cannot exceed $25/month for each coverage category, using prior year's EE monthly premium as benchmark for determining $25 threshold. The University may not increase monthly employee contributions in the Health Net Blue and Gold Plan and in the Kaiser plan for pay band 1 and pay band 2 for plan year 2015, plan year SR Open Enrollment 2017: Payroll Rate Advance Transactions 9

10 2016, and plan year K9 KB KM LX NX RX Beginning in calendar year 2015 EE net for Kaiser and Health Net cannot exceed $25/mo for each coverage category, using prior year's EE monthly premium as benchmark for determining $25 threshold. SX TX For Calendar years 2015, 2016, and 2017 EE net for Kaiser and Health Net cannot exceed $25/month for each coverage category, using prior year's EE monthly premium as benchmark for determining $25 threshold. The University may not increase monthly employee contributions in the Health Net Blue and Gold Plan and in the Kaiser plan for pay band 1 and pay band 2 for plan year 2015, plan year 2016, and plan year IX PA DX For Calendar years 2015, 2016, and 2017 EE net for Kaiser and Health Net cannot exceed $25/month for each coverage category, using prior year's EE monthly premium as benchmark for determining $25 threshold. No system file needed. SR Open Enrollment 2017: Payroll Rate Advance Transactions 10

11 2017 Supplemental Life Insurance Rate for Employees and Dependents SR Open Enrollment 2017: Payroll Rate Advance Transactions 11

12 SR Open Enrollment 2017: Payroll Rate Advance Transactions 12