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Investment Details

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Investment Description

RSS is a consolidated investment containing multiple systems and applications to support the two primary missions of the Retail program: (1) sell and service U.S. Treasury securities held directly by private individuals and organizations, and (2) manage the Judgment Fund appropriation used to pay most court settlements and Justice Department compromise settlements against the United States.
Agency Department of the Treasury
Point of Contact Sam Corcos - CIO email Not Provided
Investment Type Major IT Investments
Bureau Fiscal Service
Mission Support Not Applicable
Shared Service Category Not Applicable
Shared Service Identifier Not Applicable
TMF Initiatives
  • Not Applicable
FY 2025 IT Spending $101.55 M
Current CIO Rating 2
Data As Of: 06/23/2025

Total Projects

7

Cost Variance

  • 6Low
  • 1Medium
  • 0High

Schedule Variance

  • 3Low
  • 2Medium
  • 2High

Cost Variance

  • Low: Projects that have <10% Cost Variance
  • Medium: Projects that have ≥10% and <30% Cost Variance
  • High: Projects that have ≥30% Cost Variance
Cost Variance: ((Planned Total Costs - Projected or Actual Total Costs) / Planned Total Cost) x 100

Schedule Variance

  • Low: Projects that have <10% Schedule Variance
  • Medium: Projects that have ≥10% and <30% Schedule Variance
  • High: Projects that have ≥30% Schedule Variance
Schedule Variance: ((Planned Completion Date - Projected or Actual Completion Date) / Project Duration) x 100

Cost and Schedule Variance color coding is based on absolute values. For example, a +40% variance and a -40% variance are both High/Red.
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Download: Project and Variance Source Data (CSV)
  • This section displays the Chief Information Officer (CIO) Risk ratings for the investment. CIOs rate each investment using a set of pre-established criteria and issue a CIO Evaluation Number that reflects the investment’s ability to accomplish its goals within the current fiscal year. This number ranges from 1 - 5, and the higher it is, the better the investment has been rated to meet its goals.
    Download: Historic CIO Rating Source Data (CSV)
  • The Investment Details section views help answer questions about how an investment's financial resources are being utilized, and which funds are being assigned.
    Download: Investment Spending Details Source Data (XLSX)
  • The IT spending visualization below provides the selected IT investment's spending over 5 fiscal years. The IT Investment's spending is further broken down by Operations & Maintenance (O&M) and Development, Modernization, and Enhancement (DME). For each listed fiscal year you will see:
    • Requested amount - The IT $ amount the agency requested from Congress in the President's budget request for that fiscal year.
    • Enacted amount - The IT $ amount Congress actually funded through that fiscal year's appropriation.
    • Actual amount - The IT $ amount the agency actually spent that fiscal year based on what was appropriated by Congress.
    The availability of data for each fiscal year will depend on where in the federal budget process we currently are, and will continue to be updated as the annual appropriations process progresses.

    Download: Investment Spending Details Source Data (XLSX)
  • Project Name Project UID Status Planned Total Cost ($M) Cost Variance (%) Planned Start Date Planned End Date Schedule Variance (%) Schedule Variance (Days) TMF Initiative
    Accrual Bond Payment System (ABPS) Project 202050 Complete 0 7.7 29 29 Not Applicable
    Treasury Retail Investment Manager (TRIM) 202284 In Progress 231.63 -11 2019-01-19 2027-06-30 0 0 Not Applicable
    Matured & Unredeemed Debt (MUD) Solution 202436 Completed 12.6 0 2020-10-01 2023-02-20 2.8 2.8 Not Applicable
    REGII Mainframe Migration 202757 Completed 0.58 0 2022-06-07 2024-01-31 -19 -19 Not Applicable
    SBVV - Fraud 202758 Completed 0.19 -93 2023-10-03 2024-05-07 -42 -42 Not Applicable
    PEP - TRES/Siebel CRM Replacement 202759 In Progress 18.9 12 2023-07-11 2024-11-11 -160 -160 Not Applicable
    Transition Retail Applications to Financial Agent (FA) 202841 In Progress 112.84 0 2024-10-17 2027-09-30 0 0 Not Applicable
    LowMediumHigh
    Download: Project Details Source Data (XLSX)
  • Metric Description Performance Measurement Category Unit of Measure Reporting Frequency Agency Baseline Capability Measurement Condition Target 2025 CY Latest Actual Result Date of Latest Actual Result Met Target
    Average turnaround time for a basic customer request regarding Retail Securities (Average Case Resolution time) Strategic and Business Results days Monthly Under target 30 23 2025-05-31 MET
    Percentage of calls answered within 5 minutes. Customer Satisfaction percent Monthly Over target 80 94 2025-05-31 MET
    Average turnaround time for a complex customer request regarding Retail Securities (Average Case Resolution time) Strategic and Business Results days Monthly Under target 90 70 2025-05-31 MET
    Percent of Security Payments Processed Accurately and Timely Financial Performance Percent Monthly Over target 100 100 2024-07-31 MET
    Percentage of cases that can still meet assigned 40 day SLO in the current inventory (Cases Meeting Days Assigned, based off Receipt Date) Strategic and Business Results Percent Monthly 80 Over target 80 2023-03-31 MET
    Percent of Unassisted Retail Securities Transaction Strategic and Business Results Percent Monthly 73 Over target 75 84.9 2025-05-30 MET
    Percent of Domestic Judgment Fund Payments Processed within Service Level Objective Strategic and Business Results Percent Monthly 85 Over target 95 100 2025-05-31 MET
    Download: Performance Metrics Source Data (XLSX)