Arkansas Teacher Retirement System

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Arkansas Teacher Retirement System
Member Information System Presentation
Gail Blair PRISM, May 2003
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What you will see today

• History of the Current System
• Current Project for a New System
• Summary
• Demonstration
• Questions and Answers

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History of the Current System

• History
• Important Dates
• Statistics

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History of the Teacher Retirement System

• Established March 17, 1937
• 6.5 Billion Fund
• Defined Benefit Plan
• School Employees, State Colleges, and Some State
  Agencies
• Contributory/Non-Contributory Members
• Pre-Tax/After-Tax Dollars
• 2 Tiered 10-Year Drop Plan

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Important Dates

• Member Services System 1981
• Accounting Reporting System 1989
• IBM ImagePlus Workflow/Document Storage 1990
• J.D. Edwards General Ledger 2000
• State General Ledger (SAP/ERP) 2001

Little or no integration among any of these
systems.
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Statistics of the Teacher Retirement System

• Membership
• 4,014 Drop Members
• 78,044 Active Members
• 20,110 Retirees and Beneficiaries
• 144,444 Inactive Members
• Staff
• 61 Full Time

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Current Project for a New System

• Sponsorship
• Goals
• Costs
• Timeline
• Architecture
• Features
• Technical Goals

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Project Sponsorship

• No Formal Planning
• No Budget Planning
• No Formal RFP
• Lack of Subject Matter Experts
• Lack of Adequate Staffing in All Areas

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Goals for the New System

• Improve Customer Relations
• Reduce Backlog Before Baby Boomers
• Ease of Use at User Level
• Provide Staff Training
• Provide Remote Access for Field Personnel
• Provide User Controlled Reports/Query Requests
• Provide Quality Assurance
• Provide Documentation
• Reduce Costs

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Costs

• Contract with OptData, Inc.

7,500,000

• Contractor Space, Furniture, Security and
  Communication Bridge

321,490
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Arkansas Teacher Retirement System
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ATRMIS Project Timeline Up to Now
May 15, 2001
Signed Contract
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ATRMIS Project Timeline Future
Go Live!
June, 2004
Database Cleansing\ Conversion
May, 2003
May 15, 2001
Signed Contract
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Measurable, High-Level Achievements(HLAs)

• Solidified Architecture

• Analysis, HLR

• Detail Design

• Presented Model

• Inquiry Rollout

• Detail Design/Construction

• Database Cleansing\Conversion

• Construction/Testing

• Implementation

HLAs is a trademark of the The Hamptom Group, Inc.
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• GUI Client/Server Based

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Developmental Environment
Linux Server
Development PC
Applications
Applications
CVS Concurrent Versioning System
Source Code and Documentation Generators
Java
Screens
Code Generators
Custom Exits
XML
Program Specs
Apache Web Server
Screen Layouts
ANT Scripts
Documentation
OpenOffice.org
Documents
Report Layouts
Drawings
ANT Compile Tests
Spreadsheets
ANT Scripts
Database
IBM DB2 Tools
JUnit Function Tests
Table Definitions
Test Scripts
Migrator
Legend
Proprietary

• Java Client Objects
• Screens
• Server Interfaces
• Imaging Interfaces

HTML Help Screens

• Java Server Objects
• EJBS
• Servlets
• JDBC Servers

• COBOL Programs
• CICS Apps

Mozilla Web Browser
Custom Code by OptData
Open Source
IBMCICS Testing
Code Generated
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Productional Environment
Legend
Proprietary
Custom Code by OptData
Open Source
Code Generated
ATRMIS Client
Database Options
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Features of the New System

• Member/Retiree Internet Access

• Customized Document Integration with an Imaging
  Interface

• Intuitive Proportional Screen Resizing, sticky
  data, color coded fields, Glossary, Help
  Information, Power Users (no mouse required)

• First of Day News, Comments Notes

• Workstation Report and Spreadsheet Interfacing

• User Feedback Interface

• Built in LDAP level security

• Platform Independent, Portable

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Technical Goals

• Adhere to a set of Common Sense Standards
• Data accuracy and integrity
• Software that is easy to maintain
• Maintain a level of intuitiveness system wide
• Raise the requirements for the external
  interfaces that provide data to the system
• Provide a system that is easy to learn for new
  users

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Summary

• Return on Investment Product Level
• Future Plans

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Return on Investments Product Level

• Using Open Source development tools such as
  NetBeans and CVS
• Using Open Source report generators such as
  DataVision
• Using alternate development and testing platforms
  like the workstation in place of a mainframe with
  charge back costs.
• Using Linux architecture as the platform
• Using a Code Generator to reduce development cost
  associated with programmer manhours.

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Future Plans

• Integrate IBM's Content Manager into Membership
  System

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Arkansas Teacher Retirement System
Demonstration
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Mr. Alvin Smith Requests a Refund
Mr. Alvin Smith, a member of ATRS, is requesting
a full refund for his years of service. This
demonstration will show the processes involved in
refunding Mr. Smith's contributions, from his
initial request through verifying that a warrant
has been assigned.
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Arkansas Teacher Retirement System
Questions and Answers
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Contact Information

• Arkansas Teacher Retirement System
• 1400 West Third Street
• Little Rock, AR 72201
• [phone]
• [phone]
• info_at_atrs.state.ar.us
• Gail Blair, Data Processing Manager
• [phone]
• gail.blair_at_atrs.state.ar.us
• OptData, Inc.
• 6929 John F. Kennedy Boulevard
• Suite 20-317
• North Little Rock, Arkansas 72116
• [phone]
• [phone] fax
• information_at_optdatainc.com

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