CMS-10371 Quarterly Data Elements

Cooperative Agreement to Support Establishment of State-Operated Health Insurance Exchanges

Copy of 0938-1119 - Form 83 - Part II - Quarterly - Data Elements.xlsx

Quarterly

OMB: 0938-1119

⚠️ Notice: This form may be outdated. More recent filings and information on OMB 0938-1119 can be found here:

2024-04-11 - No material or nonsubstantive change to a currently approved collection
2023-03-10 - No material or nonsubstantive change to a currently approved collection

Document [xlsx]

Download: xlsx | pdf

Overview

Summary
Core Areas
Milestones
Overall Project
Budget Supplemental
Cost Allocation Supplemental
IT Profile Supplemental

Sheet 1: Summary

Exchange Establishment - Quarterly Progress Report Data Elements

Estimated Annualized Hours	460
Estimated Annual Line Items	689
Estimated Quarterly Hours	115
Estimated Quarterly Line Items	172
Estimated Avg Hours/Line Item	0.67

Report Section	Line Items

2011-2014 Total
Core Areas	104
Milestones	516
Overall Project	6
Budget Suppl.	28
Cost Allocation. Suppl.	28
IT Supplemental	54
Total	736

Quarterly Average
Core Area	75
Milestones	32
Overall Project	6
Budget Suppl.	28
Cost Allocation. Suppl.	28
IT Supplemental	3
Total	172

Sheet 2: Core Areas

#	Core Area	Line Item	Response Format
1	Background Research	What are the primary strategies your Program has used to approach this Core Area?	Free text
2	Background Research	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
3	Background Research	What are some of the significant barriers your program has encountered?	Free text
4	Background Research	What strategies has your Program employed to deal with these barriers?	Free text
5	Stakeholder Consultation	What are the primary strategies your Program has used to approach this Core Area?	Free text
6	Stakeholder Consultation	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
7	Stakeholder Consultation	What are some of the significant barriers your program has encountered?	Free text
8	Stakeholder Consultation	What strategies has your Program employed to deal with these barriers?	Free text
9	Legislative/Regulatory Action	What are the primary strategies your Program has used to approach this Core Area?	Free text
10	Legislative/Regulatory Action	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
11	Legislative/Regulatory Action	What are some of the significant barriers your program has encountered?	Free text
12	Legislative/Regulatory Action	What strategies has your Program employed to deal with these barriers?	Free text
13	Governance	What are the primary strategies your Program has used to approach this Core Area?	Free text
14	Governance	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
15	Governance	What are some of the significant barriers your program has encountered?	Free text
16	Governance	What strategies has your Program employed to deal with these barriers?	Free text
17	Exchange IT Systems	What are the primary strategies your Program has used to approach this Core Area?	Free text
18	Exchange IT Systems	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
19	Exchange IT Systems	What are some of the significant barriers your program has encountered?	Free text
20	Exchange IT Systems	What strategies has your Program employed to deal with these barriers?	Free text
21	Program Integration	What are the primary strategies your Program has used to approach this Core Area?	Free text
22	Program Integration	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
23	Program Integration	What are some of the significant barriers your program has encountered?	Free text
24	Program Integration	What strategies has your Program employed to deal with these barriers?	Free text
25	Financial Management	What are the primary strategies your Program has used to approach this Core Area?	Free text
26	Financial Management	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
27	Financial Management	What are some of the significant barriers your program has encountered?	Free text
28	Financial Management	What strategies has your Program employed to deal with these barriers?	Free text
29	Oversight & Program Integrity	What are the primary strategies your Program has used to approach this Core Area?	Free text
30	Oversight & Program Integrity	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
31	Oversight & Program Integrity	What are some of the significant barriers your program has encountered?	Free text
32	Oversight & Program Integrity	What strategies has your Program employed to deal with these barriers?	Free text
33	Health Insurance Market Reforms	What are the primary strategies your Program has used to approach this Core Area?	Free text
34	Health Insurance Market Reforms	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
35	Health Insurance Market Reforms	What are some of the significant barriers your program has encountered?	Free text
36	Health Insurance Market Reforms	What strategies has your Program employed to deal with these barriers?	Free text
37	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	What are the primary strategies your Program has used to approach this Core Area?	Free text
38	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
39	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	What are some of the significant barriers your program has encountered?	Free text
40	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	What strategies has your Program employed to deal with these barriers?	Free text
41	Certification of Qualified Health Plans	What are the primary strategies your Program has used to approach this Core Area?	Free text
42	Certification of Qualified Health Plans	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
43	Certification of Qualified Health Plans	What are some of the significant barriers your program has encountered?	Free text
44	Certification of Qualified Health Plans	What strategies has your Program employed to deal with these barriers?	Free text
45	Call Center & In-Person Assistance	What are the primary strategies your Program has used to approach this Core Area?	Free text
46	Call Center & In-Person Assistance	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
47	Call Center & In-Person Assistance	What are some of the significant barriers your program has encountered?	Free text
48	Call Center & In-Person Assistance	What strategies has your Program employed to deal with these barriers?	Free text
49	Exchange Website and Calculator	What are the primary strategies your Program has used to approach this Core Area?	Free text
50	Exchange Website and Calculator	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
51	Exchange Website and Calculator	What are some of the significant barriers your program has encountered?	Free text
52	Exchange Website and Calculator	What strategies has your Program employed to deal with these barriers?	Free text
53	Quality Rating System	What are the primary strategies your Program has used to approach this Core Area?	Free text
54	Quality Rating System	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
55	Quality Rating System	What are some of the significant barriers your program has encountered?	Free text
56	Quality Rating System	What strategies has your Program employed to deal with these barriers?	Free text
57	Navigator	What are the primary strategies your Program has used to approach this Core Area?	Free text
58	Navigator	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
59	Navigator	What are some of the significant barriers your program has encountered?	Free text
60	Navigator	What strategies has your Program employed to deal with these barriers?	Free text
61	Eligibility Determinations	What are the primary strategies your Program has used to approach this Core Area?	Free text
62	Eligibility Determinations	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
63	Eligibility Determinations	What are some of the significant barriers your program has encountered?	Free text
64	Eligibility Determinations	What strategies has your Program employed to deal with these barriers?	Free text
65	Enrollment Process	What are the primary strategies your Program has used to approach this Core Area?	Free text
66	Enrollment Process	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
67	Enrollment Process	What are some of the significant barriers your program has encountered?	Free text
68	Enrollment Process	What strategies has your Program employed to deal with these barriers?	Free text
69	Applications & Notices	What are the primary strategies your Program has used to approach this Core Area?	Free text
70	Applications & Notices	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
71	Applications & Notices	What are some of the significant barriers your program has encountered?	Free text
72	Applications & Notices	What strategies has your Program employed to deal with these barriers?	Free text
73	Exemptions from Individual Responsibility Requirement and Payment	What are the primary strategies your Program has used to approach this Core Area?	Free text
74	Exemptions from Individual Responsibility Requirement and Payment	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
75	Exemptions from Individual Responsibility Requirement and Payment	What are some of the significant barriers your program has encountered?	Free text
76	Exemptions from Individual Responsibility Requirement and Payment	What strategies has your Program employed to deal with these barriers?	Free text
77	Premium Tax Credit and Cost-sharing Reduction Administration	What are the primary strategies your Program has used to approach this Core Area?	Free text
78	Premium Tax Credit and Cost-sharing Reduction Administration	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
79	Premium Tax Credit and Cost-sharing Reduction Administration	What are some of the significant barriers your program has encountered?	Free text
80	Premium Tax Credit and Cost-sharing Reduction Administration	What strategies has your Program employed to deal with these barriers?	Free text
81	Adjudication of Appeals of Eligibility Determinations	What are the primary strategies your Program has used to approach this Core Area?	Free text
82	Adjudication of Appeals of Eligibility Determinations	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
83	Adjudication of Appeals of Eligibility Determinations	What are some of the significant barriers your program has encountered?	Free text
84	Adjudication of Appeals of Eligibility Determinations	What strategies has your Program employed to deal with these barriers?	Free text
85	Notification and appeals of employer liability for the employer responsibility payment	What are the primary strategies your Program has used to approach this Core Area?	Free text
86	Notification and appeals of employer liability for the employer responsibility payment	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
87	Notification and appeals of employer liability for the employer responsibility payment	What are some of the significant barriers your program has encountered?	Free text
88	Notification and appeals of employer liability for the employer responsibility payment	What strategies has your Program employed to deal with these barriers?	Free text
89	Information reporting to IRS and enrollee	What are the primary strategies your Program has used to approach this Core Area?	Free text
90	Information reporting to IRS and enrollee	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
91	Information reporting to IRS and enrollee	What are some of the significant barriers your program has encountered?	Free text
92	Information reporting to IRS and enrollee	What strategies has your Program employed to deal with these barriers?	Free text
93	Outreach and Education	What are the primary strategies your Program has used to approach this Core Area?	Free text
94	Outreach and Education	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
95	Outreach and Education	What are some of the significant barriers your program has encountered?	Free text
96	Outreach and Education	What strategies has your Program employed to deal with these barriers?	Free text
97	Risk adjustment and transitional reinsurance	What are the primary strategies your Program has used to approach this Core Area?	Free text
98	Risk adjustment and transitional reinsurance	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
99	Risk adjustment and transitional reinsurance	What are some of the significant barriers your program has encountered?	Free text
100	Risk adjustment and transitional reinsurance	What strategies has your Program employed to deal with these barriers?	Free text
101	SHOP-specific Functions	What are the primary strategies your Program has used to approach this Core Area?	Free text
102	SHOP-specific Functions	What are some of your Program’s significant accomplishments or strengths in this Core Area?	Free text
103	SHOP-specific Functions	What are some of the significant barriers your program has encountered?	Free text
104	SHOP-specific Functions	What strategies has your Program employed to deal with these barriers?	Free text

104

Sheet 3: Milestones

#	Core Area	Milestones	Line Item	Response Format
1	Background Research	Conduct analysis of State insurance market and develop recommendations for Exchange structure based on this analysis. Analysis must include number of uninsured in the State, size of the current individual and small group markets, number of carriers in each market and market shares for the ten largest carriers	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
2	Background Research	Conduct analysis of State insurance market and develop recommendations for Exchange structure based on this analysis. Analysis must include number of uninsured in the State, size of the current individual and small group markets, number of carriers in each market and market shares for the ten largest carriers	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
3	Background Research	Conduct analysis of State insurance market and develop recommendations for Exchange structure based on this analysis. Analysis must include number of uninsured in the State, size of the current individual and small group markets, number of carriers in each market and market shares for the ten largest carriers	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
4	Stakeholder Consultation	Establish a stakeholder advisory committee with the support of the Governor and State legislature to solicit input on Exchange design and function by stakeholder groups.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
5	Stakeholder Consultation	Establish a stakeholder advisory committee with the support of the Governor and State legislature to solicit input on Exchange design and function by stakeholder groups.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
6	Stakeholder Consultation	Establish a stakeholder advisory committee with the support of the Governor and State legislature to solicit input on Exchange design and function by stakeholder groups.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
7	Stakeholder Consultation	Complete stakeholder meetings that cover all regions of the State.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
8	Stakeholder Consultation	Complete stakeholder meetings that cover all regions of the State.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
9	Stakeholder Consultation	Complete stakeholder meetings that cover all regions of the State.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
10	Stakeholder Consultation	In addition to general stakeholder consultation, establish, implement, and document a process for consultation with federally recognized Indian Tribal governments to solicit their input on the establishment and ongoing operation of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
11	Stakeholder Consultation	In addition to general stakeholder consultation, establish, implement, and document a process for consultation with federally recognized Indian Tribal governments to solicit their input on the establishment and ongoing operation of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
12	Stakeholder Consultation	In addition to general stakeholder consultation, establish, implement, and document a process for consultation with federally recognized Indian Tribal governments to solicit their input on the establishment and ongoing operation of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
13	Stakeholder Consultation	Provide to HHS publicly-available minutes from completed open stakeholder meetings.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
14	Stakeholder Consultation	Provide to HHS publicly-available minutes from completed open stakeholder meetings.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
15	Stakeholder Consultation	Provide to HHS publicly-available minutes from completed open stakeholder meetings.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
16	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
17	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
18	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
19	Stakeholder Consultation	Complete stakeholder meetings and provide publically-available minutes related to the open enrollment process and outreach materials.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
20	Stakeholder Consultation	Complete stakeholder meetings and provide publically-available minutes related to the open enrollment process and outreach materials.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
21	Stakeholder Consultation	Complete stakeholder meetings and provide publically-available minutes related to the open enrollment process and outreach materials.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
22	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
23	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
24	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
25	Stakeholder Consultation	Post evidence of regular consultation with required stakeholders and other groups and hold regular public meetings to solicit public input on the Exchange website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
26	Stakeholder Consultation	Post evidence of regular consultation with required stakeholders and other groups and hold regular public meetings to solicit public input on the Exchange website.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
27	Stakeholder Consultation	Post evidence of regular consultation with required stakeholders and other groups and hold regular public meetings to solicit public input on the Exchange website.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
28	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
29	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
30	Stakeholder Consultation	In addition to stakeholder consultation, continue to implement and document its Tribal consultations to solicit Tribal input on the ongoing operation of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
31	Legislative/Regulatory Action	Draft enabling legislation, implementing regulation, or other mechanism that provides the legal authority to establish and operate an Exchange that complies with Federal requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
32	Legislative/Regulatory Action	Draft enabling legislation, implementing regulation, or other mechanism that provides the legal authority to establish and operate an Exchange that complies with Federal requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
33	Legislative/Regulatory Action	Draft enabling legislation, implementing regulation, or other mechanism that provides the legal authority to establish and operate an Exchange that complies with Federal requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
34	Legislative/Regulatory Action	Introduce enabling legislation as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
35	Legislative/Regulatory Action	Introduce enabling legislation as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
36	Legislative/Regulatory Action	Introduce enabling legislation as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
37	Legislative/Regulatory Action	Hold public hearings on Exchange enabling legislation as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
38	Legislative/Regulatory Action	Hold public hearings on Exchange enabling legislation as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
39	Legislative/Regulatory Action	Hold public hearings on Exchange enabling legislation as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
40	Legislative/Regulatory Action	Has regulation implementing enabling legislation, or other mechanism that provides the legal authority to establish and opera an Exchange that complies with Federal requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
41	Legislative/Regulatory Action	Has regulation implementing enabling legislation, or other mechanism that provides the legal authority to establish and opera an Exchange that complies with Federal requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
42	Legislative/Regulatory Action	Has regulation implementing enabling legislation, or other mechanism that provides the legal authority to establish and opera an Exchange that complies with Federal requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
43	Legislative/Regulatory Action	Have the necessary legal authority to establish and operate an Exchange that complies with Federal requirements and provides for establishment of governance and Exchange structure (required in order to be eligible for Level Two Establishment)	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
44	Legislative/Regulatory Action	Have the necessary legal authority to establish and operate an Exchange that complies with Federal requirements and provides for establishment of governance and Exchange structure (required in order to be eligible for Level Two Establishment)	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
45	Legislative/Regulatory Action	Have the necessary legal authority to establish and operate an Exchange that complies with Federal requirements and provides for establishment of governance and Exchange structure (required in order to be eligible for Level Two Establishment)	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
46	Governance	Develop a governance model by working with stakeholders to answer key questions about the governance structure of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
47	Governance	Develop a governance model by working with stakeholders to answer key questions about the governance structure of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
48	Governance	Develop a governance model by working with stakeholders to answer key questions about the governance structure of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
49	Governance	Determine standards for the Exchange governing body that will ensure public accountability, transparency, and prevention of conflict of interest	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
50	Governance	Determine standards for the Exchange governing body that will ensure public accountability, transparency, and prevention of conflict of interest	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
51	Governance	Determine standards for the Exchange governing body that will ensure public accountability, transparency, and prevention of conflict of interest	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
52	Governance	Establish governance structure.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
53	Governance	Establish governance structure.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
54	Governance	Establish governance structure.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
55	Governance	Appoint a governing board (if applicable) and a management team sufficient to oversee the operations of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
56	Governance	Appoint a governing board (if applicable) and a management team sufficient to oversee the operations of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
57	Governance	Appoint a governing board (if applicable) and a management team sufficient to oversee the operations of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
58	Governance	Develop a formal operating charter or by-laws that are consistent with State and Federal requirements including public accountability, transparency, and conflicts of interest.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
59	Governance	Develop a formal operating charter or by-laws that are consistent with State and Federal requirements including public accountability, transparency, and conflicts of interest.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
60	Governance	Develop a formal operating charter or by-laws that are consistent with State and Federal requirements including public accountability, transparency, and conflicts of interest.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
61	Exchange IT Systems	Conduct a gap analysis of existing systems and the end goal for systems development by 2014.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
62	Exchange IT Systems	Conduct a gap analysis of existing systems and the end goal for systems development by 2014.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
63	Exchange IT Systems	Conduct a gap analysis of existing systems and the end goal for systems development by 2014.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
64	Exchange IT Systems	Complete the review of product feasibility, viability, and alignment with Exchange program goals and objectives.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
65	Exchange IT Systems	Complete the review of product feasibility, viability, and alignment with Exchange program goals and objectives.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
66	Exchange IT Systems	Complete the review of product feasibility, viability, and alignment with Exchange program goals and objectives.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
67	Exchange IT Systems	Complete preliminary business requirements and develop an IT architectural and integration framework.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
68	Exchange IT Systems	Complete preliminary business requirements and develop an IT architectural and integration framework.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
69	Exchange IT Systems	Complete preliminary business requirements and develop an IT architectural and integration framework.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
70	Exchange IT Systems	Complete Systems Development Life Cycle (SDLC) implementation plan.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
71	Exchange IT Systems	Complete Systems Development Life Cycle (SDLC) implementation plan.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
72	Exchange IT Systems	Complete Systems Development Life Cycle (SDLC) implementation plan.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
73	Exchange IT Systems	Complete security risk assessment and release plan.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
74	Exchange IT Systems	Complete security risk assessment and release plan.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
75	Exchange IT Systems	Complete security risk assessment and release plan.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
76	Exchange IT Systems	Complete preliminary detailed design and system requirements documentation (e.g. technical, design, etc.).	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
77	Exchange IT Systems	Complete preliminary detailed design and system requirements documentation (e.g. technical, design, etc.).	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
78	Exchange IT Systems	Complete preliminary detailed design and system requirements documentation (e.g. technical, design, etc.).	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
79	Exchange IT Systems	Finalize IT and integration architecture. Complete final business requirements and interim detailed design and system requirements documentations (e.g. technical, design, etc.).	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
80	Exchange IT Systems	Finalize IT and integration architecture. Complete final business requirements and interim detailed design and system requirements documentations (e.g. technical, design, etc.).	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
81	Exchange IT Systems	Finalize IT and integration architecture. Complete final business requirements and interim detailed design and system requirements documentations (e.g. technical, design, etc.).	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
82	Exchange IT Systems	Complete Final requirements documentation (including System Design, Interface Control, Data Management, & Database Design).	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
83	Exchange IT Systems	Complete Final requirements documentation (including System Design, Interface Control, Data Management, & Database Design).	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
84	Exchange IT Systems	Complete Final requirements documentation (including System Design, Interface Control, Data Management, & Database Design).	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
85	Exchange IT Systems	Complete preliminary and Interim development of baseline system and review and ensure compliance with business and design requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
86	Exchange IT Systems	Complete preliminary and Interim development of baseline system and review and ensure compliance with business and design requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
87	Exchange IT Systems	Complete preliminary and Interim development of baseline system and review and ensure compliance with business and design requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
88	Exchange IT Systems	Complete testing of all system components including data, interfaces, performance, security, and infrastructure.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
89	Exchange IT Systems	Complete testing of all system components including data, interfaces, performance, security, and infrastructure.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
90	Exchange IT Systems	Complete testing of all system components including data, interfaces, performance, security, and infrastructure.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
91	Exchange IT Systems	Complete final user testing – including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
92	Exchange IT Systems	Complete final user testing – including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
93	Exchange IT Systems	Complete final user testing – including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
94	Exchange IT Systems	Complete pre-operational readiness review to validate readiness of all system components. Complete end-to-end testing and security control validations.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
95	Exchange IT Systems	Complete pre-operational readiness review to validate readiness of all system components. Complete end-to-end testing and security control validations.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
96	Exchange IT Systems	Complete pre-operational readiness review to validate readiness of all system components. Complete end-to-end testing and security control validations.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
97	Exchange IT Systems	Prepare and deploy all system components to production environment. Obtain security accreditation.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
98	Exchange IT Systems	Prepare and deploy all system components to production environment. Obtain security accreditation.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
99	Exchange IT Systems	Prepare and deploy all system components to production environment. Obtain security accreditation.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
100	Exchange IT Systems	Support business operations and maintenance of all systems components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
101	Exchange IT Systems	Support business operations and maintenance of all systems components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
102	Exchange IT Systems	Support business operations and maintenance of all systems components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
103	Program Integration	Perform detailed business process documentation to reflect current State business processes, and include future State process changes to support proposed Exchange operational requirements	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
104	Program Integration	Perform detailed business process documentation to reflect current State business processes, and include future State process changes to support proposed Exchange operational requirements	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
105	Program Integration	Perform detailed business process documentation to reflect current State business processes, and include future State process changes to support proposed Exchange operational requirements	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
106	Program Integration	Initiate communication with the State HIT Coordinators, State Department of Insurance and the State Medicaid agency, and the State Human Services agency as appropriate, and hold regular collaborative meetings to develop work plans for collaboration.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
107	Program Integration	Initiate communication with the State HIT Coordinators, State Department of Insurance and the State Medicaid agency, and the State Human Services agency as appropriate, and hold regular collaborative meetings to develop work plans for collaboration.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
108	Program Integration	Initiate communication with the State HIT Coordinators, State Department of Insurance and the State Medicaid agency, and the State Human Services agency as appropriate, and hold regular collaborative meetings to develop work plans for collaboration.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
109	Program Integration	Execute an agreement with the State Department of Insurance that includes: Determination of the roles and responsibilities of the Exchange and the State DOI as they relate to qualified health plans offered inside and outside the Exchange, and a strategy for limiting adverse selection between the Exchange and the outside market, possibly including legislative changes to level the playing field.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
110	Program Integration	Execute an agreement with the State Department of Insurance that includes: Determination of the roles and responsibilities of the Exchange and the State DOI as they relate to qualified health plans offered inside and outside the Exchange, and a strategy for limiting adverse selection between the Exchange and the outside market, possibly including legislative changes to level the playing field.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
111	Program Integration	Execute an agreement with the State Department of Insurance that includes: Determination of the roles and responsibilities of the Exchange and the State DOI as they relate to qualified health plans offered inside and outside the Exchange, and a strategy for limiting adverse selection between the Exchange and the outside market, possibly including legislative changes to level the playing field.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
112	Program Integration	Execute an agreement with any agency administering Medicaid, CHIP, and the Basic Health Program, and other specific health and human services programs as appropriate, that includes: Determination of the roles and responsibilities related to eligibility determination, verification, and enrollment; identification of challenges in the program integration process, strategies for mitigating those issues, and timelines for completion; strategies for compliance with the “no wrong door” policy; standard operating procedures for interactions between the Exchange and Medicaid, CHIP, and the Basic Health Program.Cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
113	Program Integration	Execute an agreement with any agency administering Medicaid, CHIP, and the Basic Health Program, and other specific health and human services programs as appropriate, that includes: Determination of the roles and responsibilities related to eligibility determination, verification, and enrollment; identification of challenges in the program integration process, strategies for mitigating those issues, and timelines for completion; strategies for compliance with the “no wrong door” policy; standard operating procedures for interactions between the Exchange and Medicaid, CHIP, and the Basic Health Program.Cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
114	Program Integration	Execute an agreement with any agency administering Medicaid, CHIP, and the Basic Health Program, and other specific health and human services programs as appropriate, that includes: Determination of the roles and responsibilities related to eligibility determination, verification, and enrollment; identification of challenges in the program integration process, strategies for mitigating those issues, and timelines for completion; strategies for compliance with the “no wrong door” policy; standard operating procedures for interactions between the Exchange and Medicaid, CHIP, and the Basic Health Program.Cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
115	Program Integration	Collaborate among the Exchange, Medicaid, and CHIP on business and systems approaches to identify and work with all possible “doors” into system in order to ensure common/leverage processing regardless of entry point.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
116	Program Integration	Collaborate among the Exchange, Medicaid, and CHIP on business and systems approaches to identify and work with all possible “doors” into system in order to ensure common/leverage processing regardless of entry point.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
117	Program Integration	Collaborate among the Exchange, Medicaid, and CHIP on business and systems approaches to identify and work with all possible “doors” into system in order to ensure common/leverage processing regardless of entry point.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
118	Program Integration	Collaborate on testing of systems for the Exchange, Medicaid, CHIP, and the Basic Health program.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
119	Program Integration	Collaborate on testing of systems for the Exchange, Medicaid, CHIP, and the Basic Health program.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
120	Program Integration	Collaborate on testing of systems for the Exchange, Medicaid, CHIP, and the Basic Health program.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
121	Program Integration	Coordinate the beginning of open enrollment with Medicaid, CHIP, and the Basic Health Program.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
122	Program Integration	Coordinate the beginning of open enrollment with Medicaid, CHIP, and the Basic Health Program.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
123	Program Integration	Coordinate the beginning of open enrollment with Medicaid, CHIP, and the Basic Health Program.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
124	Program Integration	For every state HHS agency managing an entitlement program that performs eligibility, enrollment, and verification, create a responsibility matrix that reflects how these standard services will be organizationally managed in a singular manner, as defined by the Program Integration goals and objectives in particular to the 'no wrong door' policy. Draft and execute against an agreement that reflects these responsibilities. In the master project plan, include all deliverables that are part of these services.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
125	Program Integration	For every state HHS agency managing an entitlement program that performs eligibility, enrollment, and verification, create a responsibility matrix that reflects how these standard services will be organizationally managed in a singular manner, as defined by the Program Integration goals and objectives in particular to the 'no wrong door' policy. Draft and execute against an agreement that reflects these responsibilities. In the master project plan, include all deliverables that are part of these services.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
126	Program Integration	For every state HHS agency managing an entitlement program that performs eligibility, enrollment, and verification, create a responsibility matrix that reflects how these standard services will be organizationally managed in a singular manner, as defined by the Program Integration goals and objectives in particular to the 'no wrong door' policy. Draft and execute against an agreement that reflects these responsibilities. In the master project plan, include all deliverables that are part of these services.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
127	Program Integration	Define and document how cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate will be implemented, managed, monitored, and controlled.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
128	Program Integration	Define and document how cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate will be implemented, managed, monitored, and controlled.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
129	Program Integration	Define and document how cost allocation among the Exchange grants, Medicaid Federal Financial Participation (FFP), and other funding streams as appropriate will be implemented, managed, monitored, and controlled.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
130	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
131	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
132	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
133	Financial Management	Begin defining financial management structure and the scope of activities required to comply with requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
134	Financial Management	Begin defining financial management structure and the scope of activities required to comply with requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
135	Financial Management	Begin defining financial management structure and the scope of activities required to comply with requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
136	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
137	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
138	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
139	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
140	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
141	Financial Management	Adhere to HHS financial monitoring activities carried out for the Planning Grant and under the Establishment Cooperative Agreement.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
142	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
143	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
144	Financial Management	Establish a financial management structure and commit to hiring experienced accountants to support financial management activities of the Exchange, which include responding to audit requests and inquiries of the Secretary and the Government Accountability Office as needed.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
145	Financial Management	Develop a plan to ensure sufficient resources to support ongoing operations and determine if legislation is necessary to assess user fees.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
146	Financial Management	Develop a plan to ensure sufficient resources to support ongoing operations and determine if legislation is necessary to assess user fees.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
147	Financial Management	Develop a plan to ensure sufficient resources to support ongoing operations and determine if legislation is necessary to assess user fees.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
148	Financial Management	Assess adequacy of accounting and financial reporting systems.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
149	Financial Management	Assess adequacy of accounting and financial reporting systems.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
150	Financial Management	Assess adequacy of accounting and financial reporting systems.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
151	Financial Management	Conduct a third party objective review of all systems of internal control.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
152	Financial Management	Conduct a third party objective review of all systems of internal control.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
153	Financial Management	Conduct a third party objective review of all systems of internal control.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
154	Financial Management	Demonstrate capability to manage the finances of the Exchange soundly, including the ability to publish all expenses, receivables, and expenditures consistent with Federal requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
155	Financial Management	Demonstrate capability to manage the finances of the Exchange soundly, including the ability to publish all expenses, receivables, and expenditures consistent with Federal requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
156	Financial Management	Demonstrate capability to manage the finances of the Exchange soundly, including the ability to publish all expenses, receivables, and expenditures consistent with Federal requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
157	Financial Management	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
158	Financial Management	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
159	Financial Management	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
160	Financial Management	Post information related to Exchange financial management on its website and identify other means to make financial activities associated with the management of the Exchange transparent.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
161	Financial Management	Post information related to Exchange financial management on its website and identify other means to make financial activities associated with the management of the Exchange transparent.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
162	Financial Management	Post information related to Exchange financial management on its website and identify other means to make financial activities associated with the management of the Exchange transparent.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
163	Financial Management	Submit the required annual accounting report to HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
164	Financial Management	Submit the required annual accounting report to HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
165	Financial Management	Submit the required annual accounting report to HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
166	Oversight & Program Integrity	Ensure the prevention of waste, fraud, and abuse related to the expenditure of Exchange Planning and Exchange Establishment grants.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
167	Oversight & Program Integrity	Ensure the prevention of waste, fraud, and abuse related to the expenditure of Exchange Planning and Exchange Establishment grants.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
168	Oversight & Program Integrity	Ensure the prevention of waste, fraud, and abuse related to the expenditure of Exchange Planning and Exchange Establishment grants.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
169	Oversight & Program Integrity	Continue planning process and hire staff for oversight and program integrity functions.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
170	Oversight & Program Integrity	Continue planning process and hire staff for oversight and program integrity functions.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
171	Oversight & Program Integrity	Continue planning process and hire staff for oversight and program integrity functions.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
172	Oversight & Program Integrity	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
173	Oversight & Program Integrity	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
174	Oversight & Program Integrity	Establish procedures for external audit by a qualified auditing entity to perform an independent external financial audit of the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
175	Oversight & Program Integrity	Develop a plan outlining approach, mechanisms, and steps to prevent fraud, waste, and abuse.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
176	Oversight & Program Integrity	Develop a plan outlining approach, mechanisms, and steps to prevent fraud, waste, and abuse.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
177	Oversight & Program Integrity	Develop a plan outlining approach, mechanisms, and steps to prevent fraud, waste, and abuse.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
178	Oversight & Program Integrity	Establish procedures to detect, deter, and protect against fraud, waste, and abuse.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
179	Oversight & Program Integrity	Establish procedures to detect, deter, and protect against fraud, waste, and abuse.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
180	Oversight & Program Integrity	Establish procedures to detect, deter, and protect against fraud, waste, and abuse.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
181	Oversight & Program Integrity	Develop procedures for reporting to HHS on efforts to prevent fraud, waste, and abuse.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
182	Oversight & Program Integrity	Develop procedures for reporting to HHS on efforts to prevent fraud, waste, and abuse.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
183	Oversight & Program Integrity	Develop procedures for reporting to HHS on efforts to prevent fraud, waste, and abuse.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
184	Oversight & Program Integrity	Comply with HHS requirements related to reporting, auditing and the prevention of fraud, waste, and abuse.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
185	Oversight & Program Integrity	Comply with HHS requirements related to reporting, auditing and the prevention of fraud, waste, and abuse.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
186	Oversight & Program Integrity	Comply with HHS requirements related to reporting, auditing and the prevention of fraud, waste, and abuse.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
187	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Coordinate with existing organizations in the State if applicable; and assure that the following services are available and sufficient to meet State residents’ need for assistance: (i) help individuals determine eligibility for private and public coverage and enroll in such coverage; (ii) provide information on filing grievances and appeals; (iii) provide information about consumer protections; and (iv) collect data on inquiries and problems and how they are resolved.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
188	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Coordinate with existing organizations in the State if applicable; and assure that the following services are available and sufficient to meet State residents’ need for assistance: (i) help individuals determine eligibility for private and public coverage and enroll in such coverage; (ii) provide information on filing grievances and appeals; (iii) provide information about consumer protections; and (iv) collect data on inquiries and problems and how they are resolved.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
189	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Coordinate with existing organizations in the State if applicable; and assure that the following services are available and sufficient to meet State residents’ need for assistance: (i) help individuals determine eligibility for private and public coverage and enroll in such coverage; (ii) provide information on filing grievances and appeals; (iii) provide information about consumer protections; and (iv) collect data on inquiries and problems and how they are resolved.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
190	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
191	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
192	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
193	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	If the State chooses to operate these functions within the Exchange, establish protocols for appeals of coverage determinations including review standards and timelines and provision of information to consumers during the appeals process.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
194	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	If the State chooses to operate these functions within the Exchange, establish protocols for appeals of coverage determinations including review standards and timelines and provision of information to consumers during the appeals process.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
195	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	If the State chooses to operate these functions within the Exchange, establish protocols for appeals of coverage determinations including review standards and timelines and provision of information to consumers during the appeals process.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
196	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Draft scope of work for building capacity to provide information to consumers on filing grievances and appeals.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
197	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Draft scope of work for building capacity to provide information to consumers on filing grievances and appeals.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
198	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Draft scope of work for building capacity to provide information to consumers on filing grievances and appeals.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
199	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
200	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
201	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Analyze data collected by consumer assistance programs and report on plans for use of information to strengthen qualified health plan accountability and functioning of Exchanges.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
202	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish a process for reviewing consumer complaint information collected by the State Consumer Assistance program when certifying qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
203	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish a process for reviewing consumer complaint information collected by the State Consumer Assistance program when certifying qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
204	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish a process for reviewing consumer complaint information collected by the State Consumer Assistance program when certifying qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
205	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish process for referrals to consumer assistance programs if available in another entity.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
206	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish process for referrals to consumer assistance programs if available in another entity.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
207	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Establish process for referrals to consumer assistance programs if available in another entity.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
208	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Ensure that any consumer complaints or coverage appeal requests are referred directly to the State program that is designated to process these calls.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
209	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Ensure that any consumer complaints or coverage appeal requests are referred directly to the State program that is designated to process these calls.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
210	Providing Assistance to Individuals and Small Businesses, Coverage Appeals, and Complaints	Ensure that any consumer complaints or coverage appeal requests are referred directly to the State program that is designated to process these calls.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
211	Certification of Qualified Health Plans	Develop a clear certification process, including a timeline for application submission, evaluation, and selection of qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
212	Certification of Qualified Health Plans	Develop a clear certification process, including a timeline for application submission, evaluation, and selection of qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
213	Certification of Qualified Health Plans	Develop a clear certification process, including a timeline for application submission, evaluation, and selection of qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
214	Certification of Qualified Health Plans	Develop plan for integration of staff and IT systems needed to support qualified health plan certification process.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
215	Certification of Qualified Health Plans	Develop plan for integration of staff and IT systems needed to support qualified health plan certification process.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
216	Certification of Qualified Health Plans	Develop plan for integration of staff and IT systems needed to support qualified health plan certification process.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
217	Certification of Qualified Health Plans	Begin developing standards that will be required for certification of a qualified health plan.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
218	Certification of Qualified Health Plans	Begin developing standards that will be required for certification of a qualified health plan.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
219	Certification of Qualified Health Plans	Begin developing standards that will be required for certification of a qualified health plan.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
220	Certification of Qualified Health Plans	Draft applicable certification documents (notices/solicitations, applications, agreements, etc.) that will be used in connection with the certification of qualified health plans. Such documents must address Exchange policies relating to the minimum qualifications of a qualified health plan including any user fees, the length of the initial certification, recertification, and terms that may lead to decertification.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
221	Certification of Qualified Health Plans	Draft applicable certification documents (notices/solicitations, applications, agreements, etc.) that will be used in connection with the certification of qualified health plans. Such documents must address Exchange policies relating to the minimum qualifications of a qualified health plan including any user fees, the length of the initial certification, recertification, and terms that may lead to decertification.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
222	Certification of Qualified Health Plans	Draft applicable certification documents (notices/solicitations, applications, agreements, etc.) that will be used in connection with the certification of qualified health plans. Such documents must address Exchange policies relating to the minimum qualifications of a qualified health plan including any user fees, the length of the initial certification, recertification, and terms that may lead to decertification.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
223	Certification of Qualified Health Plans	Release the initial solicitation for the certification of a qualified health plans (with the exception of rate and benefit information), prior to the release of such solicitation all policy decisions and internal preparation must be complete.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
224	Certification of Qualified Health Plans	Release the initial solicitation for the certification of a qualified health plans (with the exception of rate and benefit information), prior to the release of such solicitation all policy decisions and internal preparation must be complete.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
225	Certification of Qualified Health Plans	Release the initial solicitation for the certification of a qualified health plans (with the exception of rate and benefit information), prior to the release of such solicitation all policy decisions and internal preparation must be complete.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
226	Certification of Qualified Health Plans	Launch plan management and bid evaluation system to allow upload of qualified health plan bids and other required information.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
227	Certification of Qualified Health Plans	Launch plan management and bid evaluation system to allow upload of qualified health plan bids and other required information.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
228	Certification of Qualified Health Plans	Launch plan management and bid evaluation system to allow upload of qualified health plan bids and other required information.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
229	Certification of Qualified Health Plans	Prepare training documents for qualified health plan orientation.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
230	Certification of Qualified Health Plans	Prepare training documents for qualified health plan orientation.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
231	Certification of Qualified Health Plans	Prepare training documents for qualified health plan orientation.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
232	Certification of Qualified Health Plans	Collect submissions from the solicitation and begin evaluating proposals.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
233	Certification of Qualified Health Plans	Collect submissions from the solicitation and begin evaluating proposals.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
234	Certification of Qualified Health Plans	Collect submissions from the solicitation and begin evaluating proposals.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
235	Certification of Qualified Health Plans	Receive rate and benefit information and evaluate all application information from health plan issuers.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
236	Certification of Qualified Health Plans	Receive rate and benefit information and evaluate all application information from health plan issuers.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
237	Certification of Qualified Health Plans	Receive rate and benefit information and evaluate all application information from health plan issuers.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
238	Certification of Qualified Health Plans	Complete the certification of qualified health plans, complete any negotiations, finalize agreements with health plan issuers, and make a public announcement of the selection of qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
239	Certification of Qualified Health Plans	Complete the certification of qualified health plans, complete any negotiations, finalize agreements with health plan issuers, and make a public announcement of the selection of qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
240	Certification of Qualified Health Plans	Complete the certification of qualified health plans, complete any negotiations, finalize agreements with health plan issuers, and make a public announcement of the selection of qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
241	Certification of Qualified Health Plans	Conduct plan readiness reviews/activities (e.g., test enrollment interfaces with plans, review member materials, test financial reconciliation, cross-functional implementation sessions with plans, etc).	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
242	Certification of Qualified Health Plans	Conduct plan readiness reviews/activities (e.g., test enrollment interfaces with plans, review member materials, test financial reconciliation, cross-functional implementation sessions with plans, etc).	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
243	Certification of Qualified Health Plans	Conduct plan readiness reviews/activities (e.g., test enrollment interfaces with plans, review member materials, test financial reconciliation, cross-functional implementation sessions with plans, etc).	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
244	Certification of Qualified Health Plans	Collect user fees if the Exchange is utilizing this funding mechanism.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
245	Certification of Qualified Health Plans	Collect user fees if the Exchange is utilizing this funding mechanism.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
246	Certification of Qualified Health Plans	Collect user fees if the Exchange is utilizing this funding mechanism.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
247	Certification of Qualified Health Plans	Demonstrate capability for the Exchange and/or for the State insurance regulatory body to monitor the practices and conduct, as well as the pricing and benefits, of health insurance issuers offering products in the Exchange with regard to their products inside and outside the Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
248	Certification of Qualified Health Plans	Demonstrate capability for the Exchange and/or for the State insurance regulatory body to monitor the practices and conduct, as well as the pricing and benefits, of health insurance issuers offering products in the Exchange with regard to their products inside and outside the Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
249	Certification of Qualified Health Plans	Demonstrate capability for the Exchange and/or for the State insurance regulatory body to monitor the practices and conduct, as well as the pricing and benefits, of health insurance issuers offering products in the Exchange with regard to their products inside and outside the Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
250	Call Center & In-Person Assistance	Collaborate with the State Consumer Assistance Program or Health Ombudsman program if applicable, or with other state entities if applicable, to determine if call center functionalities can be shared.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
251	Call Center & In-Person Assistance	Collaborate with the State Consumer Assistance Program or Health Ombudsman program if applicable, or with other state entities if applicable, to determine if call center functionalities can be shared.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
252	Call Center & In-Person Assistance	Collaborate with the State Consumer Assistance Program or Health Ombudsman program if applicable, or with other state entities if applicable, to determine if call center functionalities can be shared.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
253	Call Center & In-Person Assistance	Complete call center procurement process and select a vendor to operate the call center.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
254	Call Center & In-Person Assistance	Complete call center procurement process and select a vendor to operate the call center.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
255	Call Center & In-Person Assistance	Complete call center procurement process and select a vendor to operate the call center.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
256	Call Center & In-Person Assistance	Develop call center customer service representative protocols and scripts to respond to likely requests from health care consumers in the State.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
257	Call Center & In-Person Assistance	Develop call center customer service representative protocols and scripts to respond to likely requests from health care consumers in the State.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
258	Call Center & In-Person Assistance	Develop call center customer service representative protocols and scripts to respond to likely requests from health care consumers in the State.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
259	Call Center & In-Person Assistance	Develop protocols for accommodating the hearing impaired and those with other disabilities and foreign language and translation services.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
260	Call Center & In-Person Assistance	Develop protocols for accommodating the hearing impaired and those with other disabilities and foreign language and translation services.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
261	Call Center & In-Person Assistance	Develop protocols for accommodating the hearing impaired and those with other disabilities and foreign language and translation services.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
262	Call Center & In-Person Assistance	Train call center representatives on eligibility verification and enrollment process, and other applicable areas, so they can facilitate enrollment of individuals over the phone.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
263	Call Center & In-Person Assistance	Train call center representatives on eligibility verification and enrollment process, and other applicable areas, so they can facilitate enrollment of individuals over the phone.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
264	Call Center & In-Person Assistance	Train call center representatives on eligibility verification and enrollment process, and other applicable areas, so they can facilitate enrollment of individuals over the phone.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
265	Call Center & In-Person Assistance	Launch call center functionality and publicize 1-800 number. Prominently post information on the Exchange website related to contacting the call center for assistance.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
266	Call Center & In-Person Assistance	Launch call center functionality and publicize 1-800 number. Prominently post information on the Exchange website related to contacting the call center for assistance.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
267	Call Center & In-Person Assistance	Launch call center functionality and publicize 1-800 number. Prominently post information on the Exchange website related to contacting the call center for assistance.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
268	Exchange Website and Calculator	Begin developing requirements for systems and program operations, including: requirements related to online comparison of qualified health plans; requirements related to online application and selection of qualified health plans; premium tax credit and cost-sharing reduction calculator functionality; requests for assistance; linkages to other State health subsidy programs, and other health and human services programs as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
269	Exchange Website and Calculator	Begin developing requirements for systems and program operations, including: requirements related to online comparison of qualified health plans; requirements related to online application and selection of qualified health plans; premium tax credit and cost-sharing reduction calculator functionality; requests for assistance; linkages to other State health subsidy programs, and other health and human services programs as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
270	Exchange Website and Calculator	Begin developing requirements for systems and program operations, including: requirements related to online comparison of qualified health plans; requirements related to online application and selection of qualified health plans; premium tax credit and cost-sharing reduction calculator functionality; requests for assistance; linkages to other State health subsidy programs, and other health and human services programs as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
271	Exchange Website and Calculator	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
272	Exchange Website and Calculator	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
273	Exchange Website and Calculator	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
274	Exchange Website and Calculator	Submit content for informational website to HHS for comment.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
275	Exchange Website and Calculator	Submit content for informational website to HHS for comment.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
276	Exchange Website and Calculator	Submit content for informational website to HHS for comment.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
277	Exchange Website and Calculator	Complete systems development and final user testing of informational website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
278	Exchange Website and Calculator	Complete systems development and final user testing of informational website.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
279	Exchange Website and Calculator	Complete systems development and final user testing of informational website.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
280	Exchange Website and Calculator	Launch information website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
281	Exchange Website and Calculator	Launch information website.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
282	Exchange Website and Calculator	Launch information website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
283	Exchange Website and Calculator	Collect and verify plan data for comparison tool.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
284	Exchange Website and Calculator	Collect and verify plan data for comparison tool.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
285	Exchange Website and Calculator	Collect and verify plan data for comparison tool.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
286	Exchange Website and Calculator	Test comparison tool with consumers and stakeholders.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
287	Exchange Website and Calculator	Test comparison tool with consumers and stakeholders.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
288	Exchange Website and Calculator	Test comparison tool with consumers and stakeholders.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
289	Exchange Website and Calculator	Launch comparison tool with pricing information but without online enrollment function.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
290	Exchange Website and Calculator	Launch comparison tool with pricing information but without online enrollment function.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
291	Exchange Website and Calculator	Launch comparison tool with pricing information but without online enrollment function.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
292	Exchange Website and Calculator	Launch fully functioning comparison tool with pricing information and online enrollment functionality on the first day of open enrollment.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
293	Exchange Website and Calculator	Launch fully functioning comparison tool with pricing information and online enrollment functionality on the first day of open enrollment.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
294	Exchange Website and Calculator	Launch fully functioning comparison tool with pricing information and online enrollment functionality on the first day of open enrollment.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
295	Quality Rating System	Utilize the Federal quality rating system developed by HHS in development of draft contract for qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
296	Quality Rating System	Utilize the Federal quality rating system developed by HHS in development of draft contract for qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
297	Quality Rating System	Utilize the Federal quality rating system developed by HHS in development of draft contract for qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
298	Quality Rating System	Anticipate data collection needs for Federal quality rating system in development of draft contract for qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
299	Quality Rating System	Anticipate data collection needs for Federal quality rating system in development of draft contract for qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
300	Quality Rating System	Anticipate data collection needs for Federal quality rating system in development of draft contract for qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
301	Quality Rating System	Include quality rating functionality in system business requirements for the Exchange website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
302	Quality Rating System	Include quality rating functionality in system business requirements for the Exchange website.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
303	Quality Rating System	Include quality rating functionality in system business requirements for the Exchange website.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
304	Quality Rating System	Complete testing and validation of quality rating functionality.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
305	Quality Rating System	Complete testing and validation of quality rating functionality.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
306	Quality Rating System	Complete testing and validation of quality rating functionality.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
307	Quality Rating System	Post quality rating system information on the Exchange website.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
308	Quality Rating System	Post quality rating system information on the Exchange website.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
309	Quality Rating System	Post quality rating system information on the Exchange website.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
310	Quality Rating System	Continually update quality rating information on the Exchange website and for call center representatives so they have the most-up-to date information on qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
311	Quality Rating System	Continually update quality rating information on the Exchange website and for call center representatives so they have the most-up-to date information on qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
312	Quality Rating System	Continually update quality rating information on the Exchange website and for call center representatives so they have the most-up-to date information on qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
313	Navigator	Conduct preliminary planning activities related to the Navigator program including developing high level milestones and timeframes for establishment of the program.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
314	Navigator	Conduct preliminary planning activities related to the Navigator program including developing high level milestones and timeframes for establishment of the program.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
315	Navigator	Conduct preliminary planning activities related to the Navigator program including developing high level milestones and timeframes for establishment of the program.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
316	Navigator	Determine targeted organizations in the State who would qualify to function as Navigators.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
317	Navigator	Determine targeted organizations in the State who would qualify to function as Navigators.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
318	Navigator	Determine targeted organizations in the State who would qualify to function as Navigators.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
319	Navigator	Determine Navigator grantee organizations and award contracts or grants (funded from the operational funds of the Exchange)	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
320	Navigator	Determine Navigator grantee organizations and award contracts or grants (funded from the operational funds of the Exchange)	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
321	Navigator	Determine Navigator grantee organizations and award contracts or grants (funded from the operational funds of the Exchange)	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
322	Navigator	Train Navigators	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
323	Navigator	Train Navigators	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
324	Navigator	Train Navigators	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
325	Navigator	Begin operations of Navigators.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
326	Navigator	Begin operations of Navigators.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
327	Navigator	Begin operations of Navigators.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
328	Eligibility Determinations	Begin coordination with agencies administering other Applicable State Health Subsidy Programs (OASHSPs), including Medicaid and CHIP agencies and other health and human services agencies as appropriate, and create institutional structure to support future work.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
329	Eligibility Determinations	Begin coordination with agencies administering other Applicable State Health Subsidy Programs (OASHSPs), including Medicaid and CHIP agencies and other health and human services agencies as appropriate, and create institutional structure to support future work.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
330	Eligibility Determinations	Begin coordination with agencies administering other Applicable State Health Subsidy Programs (OASHSPs), including Medicaid and CHIP agencies and other health and human services agencies as appropriate, and create institutional structure to support future work.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
331	Eligibility Determinations	Begin coordination with the State Department of Insurance on Exchange planning efforts.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
332	Eligibility Determinations	Begin coordination with the State Department of Insurance on Exchange planning efforts.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
333	Eligibility Determinations	Begin coordination with the State Department of Insurance on Exchange planning efforts.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
334	Eligibility Determinations	Begin developing requirements, including requirements on the Exchange side and in OASHSPs, (and other program agencies as appropriate), including:integrating or interfacing with OASHSPs to support enrollment transactions and eligibility referrals; coordinating appeals; coordinating applications and notices; managing transitions; communicating the enrollment status of individuals.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
335	Eligibility Determinations	Begin developing requirements, including requirements on the Exchange side and in OASHSPs, (and other program agencies as appropriate), including:integrating or interfacing with OASHSPs to support enrollment transactions and eligibility referrals; coordinating appeals; coordinating applications and notices; managing transitions; communicating the enrollment status of individuals.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
336	Eligibility Determinations	Begin developing requirements, including requirements on the Exchange side and in OASHSPs, (and other program agencies as appropriate), including:integrating or interfacing with OASHSPs to support enrollment transactions and eligibility referrals; coordinating appeals; coordinating applications and notices; managing transitions; communicating the enrollment status of individuals.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
337	Eligibility Determinations	Begin system development, including any systems development needed by OASHSPs and other programs as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
338	Eligibility Determinations	Begin system development, including any systems development needed by OASHSPs and other programs as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
339	Eligibility Determinations	Begin system development, including any systems development needed by OASHSPs and other programs as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
340	Eligibility Determinations	Complete system development, including any systems development needed by OASHSPs and other programs as appropriate.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
341	Eligibility Determinations	Complete system development, including any systems development needed by OASHSPs and other programs as appropriate.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
342	Eligibility Determinations	Complete system development, including any systems development needed by OASHSPs and other programs as appropriate.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
343	Eligibility Determinations	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
344	Eligibility Determinations	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
345	Eligibility Determinations	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
346	Eligibility Determinations	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
347	Eligibility Determinations	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
348	Eligibility Determinations	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
349	Eligibility Determinations	Begin conducting eligibility determinations for OASHSPs, coordinating all relevant business functions, and receiving referrals from OASHSPs for eligibility determination.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
350	Eligibility Determinations	Begin conducting eligibility determinations for OASHSPs, coordinating all relevant business functions, and receiving referrals from OASHSPs for eligibility determination.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
351	Eligibility Determinations	Begin conducting eligibility determinations for OASHSPs, coordinating all relevant business functions, and receiving referrals from OASHSPs for eligibility determination.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
352	Enrollment Process	Begin developing requirements for systems and program operations, including: providing customized plan information to individuals based on eligibility and QHP data; submitting enrollment transactions to QHP issuers; receiving acknowledgements of enrollment transactions from QHP issuers; submitting relevant data to HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
353	Enrollment Process	Begin developing requirements for systems and program operations, including: providing customized plan information to individuals based on eligibility and QHP data; submitting enrollment transactions to QHP issuers; receiving acknowledgements of enrollment transactions from QHP issuers; submitting relevant data to HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
354	Enrollment Process	Begin developing requirements for systems and program operations, including: providing customized plan information to individuals based on eligibility and QHP data; submitting enrollment transactions to QHP issuers; receiving acknowledgements of enrollment transactions from QHP issuers; submitting relevant data to HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
355	Enrollment Process	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
356	Enrollment Process	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
357	Enrollment Process	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
358	Enrollment Process	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
359	Enrollment Process	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
360	Enrollment Process	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
361	Enrollment Process	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
362	Enrollment Process	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
363	Enrollment Process	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
364	Enrollment Process	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
365	Enrollment Process	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
366	Enrollment Process	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
367	Enrollment Process	Begin enrollment into qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
368	Enrollment Process	Begin enrollment into qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
369	Enrollment Process	Begin enrollment into qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
370	Applications & Notices	Review Federal requirements for applications and notices, begin customizing Federal applications and notices as allowable, and begin developing requirements for Exchange-created applications and notices.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
371	Applications & Notices	Review Federal requirements for applications and notices, begin customizing Federal applications and notices as allowable, and begin developing requirements for Exchange-created applications and notices.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
372	Applications & Notices	Review Federal requirements for applications and notices, begin customizing Federal applications and notices as allowable, and begin developing requirements for Exchange-created applications and notices.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
373	Applications & Notices	Finalize all applications and notices including stakeholder review, testing, translation of content, etc. prior to open enrollment.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
374	Applications & Notices	Finalize all applications and notices including stakeholder review, testing, translation of content, etc. prior to open enrollment.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
375	Applications & Notices	Finalize all applications and notices including stakeholder review, testing, translation of content, etc. prior to open enrollment.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
376	Applications & Notices	Begin utilizing applications and notices to support eligibility and enrollment process.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
377	Applications & Notices	Begin utilizing applications and notices to support eligibility and enrollment process.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
378	Applications & Notices	Begin utilizing applications and notices to support eligibility and enrollment process.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
379	Exemptions from Individual Responsibility Requirement and Payment	Begin developing requirements for systems and program operations, including: accepting requests for exemptions; reviewing and adjudicating requests; exchanging relevant information with HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
380	Exemptions from Individual Responsibility Requirement and Payment	Begin developing requirements for systems and program operations, including: accepting requests for exemptions; reviewing and adjudicating requests; exchanging relevant information with HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
381	Exemptions from Individual Responsibility Requirement and Payment	Begin developing requirements for systems and program operations, including: accepting requests for exemptions; reviewing and adjudicating requests; exchanging relevant information with HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
382	Exemptions from Individual Responsibility Requirement and Payment	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
383	Exemptions from Individual Responsibility Requirement and Payment	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
384	Exemptions from Individual Responsibility Requirement and Payment	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
385	Exemptions from Individual Responsibility Requirement and Payment	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
386	Exemptions from Individual Responsibility Requirement and Payment	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
387	Exemptions from Individual Responsibility Requirement and Payment	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
388	Exemptions from Individual Responsibility Requirement and Payment	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
389	Exemptions from Individual Responsibility Requirement and Payment	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
390	Exemptions from Individual Responsibility Requirement and Payment	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
391	Exemptions from Individual Responsibility Requirement and Payment	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
392	Exemptions from Individual Responsibility Requirement and Payment	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
393	Exemptions from Individual Responsibility Requirement and Payment	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
394	Exemptions from Individual Responsibility Requirement and Payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
395	Exemptions from Individual Responsibility Requirement and Payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
396	Exemptions from Individual Responsibility Requirement and Payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
397	Premium Tax Credit and Cost-sharing Reduction Administration	Begin developing requirements for systems and program operations, including providing relevant information to QHP issuers and HHS to start, stop, or change the level of premium tax credits and cost-sharing reductions.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
398	Premium Tax Credit and Cost-sharing Reduction Administration	Begin developing requirements for systems and program operations, including providing relevant information to QHP issuers and HHS to start, stop, or change the level of premium tax credits and cost-sharing reductions.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
399	Premium Tax Credit and Cost-sharing Reduction Administration	Begin developing requirements for systems and program operations, including providing relevant information to QHP issuers and HHS to start, stop, or change the level of premium tax credits and cost-sharing reductions.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
400	Premium Tax Credit and Cost-sharing Reduction Administration	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
401	Premium Tax Credit and Cost-sharing Reduction Administration	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
402	Premium Tax Credit and Cost-sharing Reduction Administration	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
403	Premium Tax Credit and Cost-sharing Reduction Administration	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
404	Premium Tax Credit and Cost-sharing Reduction Administration	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
405	Premium Tax Credit and Cost-sharing Reduction Administration	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
406	Premium Tax Credit and Cost-sharing Reduction Administration	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
407	Premium Tax Credit and Cost-sharing Reduction Administration	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
408	Premium Tax Credit and Cost-sharing Reduction Administration	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
409	Premium Tax Credit and Cost-sharing Reduction Administration	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
410	Premium Tax Credit and Cost-sharing Reduction Administration	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
411	Premium Tax Credit and Cost-sharing Reduction Administration	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
412	Premium Tax Credit and Cost-sharing Reduction Administration	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
413	Premium Tax Credit and Cost-sharing Reduction Administration	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
414	Premium Tax Credit and Cost-sharing Reduction Administration	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
415	Premium Tax Credit and Cost-sharing Reduction Administration	Begin submitting tax credit and cost-sharing reduction information to QHP issuers and HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
416	Premium Tax Credit and Cost-sharing Reduction Administration	Begin submitting tax credit and cost-sharing reduction information to QHP issuers and HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
417	Premium Tax Credit and Cost-sharing Reduction Administration	Begin submitting tax credit and cost-sharing reduction information to QHP issuers and HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
418	Adjudication of Appeals of Eligibility Determinations	Begin developing business processes and operational plan for appeals functions.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
419	Adjudication of Appeals of Eligibility Determinations	Begin developing business processes and operational plan for appeals functions.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
420	Adjudication of Appeals of Eligibility Determinations	Begin developing business processes and operational plan for appeals functions.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
421	Adjudication of Appeals of Eligibility Determinations	Establish resources to handle appeals of eligibility determinations including training on eligibility requirements.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
422	Adjudication of Appeals of Eligibility Determinations	Establish resources to handle appeals of eligibility determinations including training on eligibility requirements.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
423	Adjudication of Appeals of Eligibility Determinations	Establish resources to handle appeals of eligibility determinations including training on eligibility requirements.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
424	Adjudication of Appeals of Eligibility Determinations	Test appeals processes.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
425	Adjudication of Appeals of Eligibility Determinations	Test appeals processes.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
426	Adjudication of Appeals of Eligibility Determinations	Test appeals processes.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
427	Adjudication of Appeals of Eligibility Determinations	Initiate communication with CMS on process for referring appeals to the Federal appeals process.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
428	Adjudication of Appeals of Eligibility Determinations	Initiate communication with CMS on process for referring appeals to the Federal appeals process.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
429	Adjudication of Appeals of Eligibility Determinations	Initiate communication with CMS on process for referring appeals to the Federal appeals process.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
430	Adjudication of Appeals of Eligibility Determinations	Begin receiving and adjudicating requests.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
431	Adjudication of Appeals of Eligibility Determinations	Begin receiving and adjudicating requests.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
432	Adjudication of Appeals of Eligibility Determinations	Begin receiving and adjudicating requests.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
433	Notification and appeals of employer liability for the employer responsibility payment	Begin developing requirements for systems and program operations including coordination of employer appeals with appeals of individual eligibility and submission of relevant data to HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
434	Notification and appeals of employer liability for the employer responsibility payment	Begin developing requirements for systems and program operations including coordination of employer appeals with appeals of individual eligibility and submission of relevant data to HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
435	Notification and appeals of employer liability for the employer responsibility payment	Begin developing requirements for systems and program operations including coordination of employer appeals with appeals of individual eligibility and submission of relevant data to HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
436	Notification and appeals of employer liability for the employer responsibility payment	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
437	Notification and appeals of employer liability for the employer responsibility payment	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
438	Notification and appeals of employer liability for the employer responsibility payment	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
439	Notification and appeals of employer liability for the employer responsibility payment	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
440	Notification and appeals of employer liability for the employer responsibility payment	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
441	Notification and appeals of employer liability for the employer responsibility payment	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
442	Notification and appeals of employer liability for the employer responsibility payment	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
443	Notification and appeals of employer liability for the employer responsibility payment	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
444	Notification and appeals of employer liability for the employer responsibility payment	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
445	Notification and appeals of employer liability for the employer responsibility payment	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
446	Notification and appeals of employer liability for the employer responsibility payment	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
447	Notification and appeals of employer liability for the employer responsibility payment	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
448	Notification and appeals of employer liability for the employer responsibility payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.Begin notifying employers in coordination with eligibility determinations.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
449	Notification and appeals of employer liability for the employer responsibility payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.Begin notifying employers in coordination with eligibility determinations.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
450	Notification and appeals of employer liability for the employer responsibility payment	Begin processing exemptions from individual responsibility requirements and payment and reporting to HHS on outcome of determinations.Begin notifying employers in coordination with eligibility determinations.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
451	Information reporting to IRS and enrollee	Begin developing requirements for systems and program operations, including: capturing data used in enrollment process, submitting relevant data to HHS for later use in information reporting, and a capacity to generate information reports to enrollees.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
452	Information reporting to IRS and enrollee	Begin developing requirements for systems and program operations, including: capturing data used in enrollment process, submitting relevant data to HHS for later use in information reporting, and a capacity to generate information reports to enrollees.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
453	Information reporting to IRS and enrollee	Begin developing requirements for systems and program operations, including: capturing data used in enrollment process, submitting relevant data to HHS for later use in information reporting, and a capacity to generate information reports to enrollees.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
454	Information reporting to IRS and enrollee	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
455	Information reporting to IRS and enrollee	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
456	Information reporting to IRS and enrollee	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
457	Information reporting to IRS and enrollee	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
458	Information reporting to IRS and enrollee	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
459	Information reporting to IRS and enrollee	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
460	Information reporting to IRS and enrollee	Begin final user testing, including testing of all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
461	Information reporting to IRS and enrollee	Begin final user testing, including testing of all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
462	Information reporting to IRS and enrollee	Begin final user testing, including testing of all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
463	Information reporting to IRS and enrollee	Complete user testing, including full end-to-end integration testing with all other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
464	Information reporting to IRS and enrollee	Complete user testing, including full end-to-end integration testing with all other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
465	Information reporting to IRS and enrollee	Complete user testing, including full end-to-end integration testing with all other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
466	Information reporting to IRS and enrollee	Confirm that systems are prepared to generate information reports to enrollees.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
467	Information reporting to IRS and enrollee	Confirm that systems are prepared to generate information reports to enrollees.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
468	Information reporting to IRS and enrollee	Confirm that systems are prepared to generate information reports to enrollees.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
469	Outreach and Education	Perform market analysis/environmental scan to assess outreach/education needs to determine geographic and demographic-based target areas and vulnerable populations for outreach efforts.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
470	Outreach and Education	Perform market analysis/environmental scan to assess outreach/education needs to determine geographic and demographic-based target areas and vulnerable populations for outreach efforts.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
471	Outreach and Education	Perform market analysis/environmental scan to assess outreach/education needs to determine geographic and demographic-based target areas and vulnerable populations for outreach efforts.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
472	Outreach and Education	Develop outreach and education plan to include key milestones and contracting strategy.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
473	Outreach and Education	Develop outreach and education plan to include key milestones and contracting strategy.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
474	Outreach and Education	Develop outreach and education plan to include key milestones and contracting strategy.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
475	Outreach and Education	Distribute outreach and education plan to stakeholders and HHS for input and refinement.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
476	Outreach and Education	Distribute outreach and education plan to stakeholders and HHS for input and refinement.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
477	Outreach and Education	Distribute outreach and education plan to stakeholders and HHS for input and refinement.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
478	Outreach and Education	Develop a “toolkit” for outreach to include educational materials and information.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
479	Outreach and Education	Develop a “toolkit” for outreach to include educational materials and information.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
480	Outreach and Education	Develop a “toolkit” for outreach to include educational materials and information.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
481	Outreach and Education	Develop performance metrics and evaluation plan.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
482	Outreach and Education	Develop performance metrics and evaluation plan.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
483	Outreach and Education	Develop performance metrics and evaluation plan.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
484	Outreach and Education	Design a media strategy and other information dissemination tools.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
485	Outreach and Education	Design a media strategy and other information dissemination tools.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
486	Outreach and Education	Design a media strategy and other information dissemination tools.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
487	Outreach and Education	Submit final outreach and education plan (to include performance metrics and evaluation plan) to HHS.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
488	Outreach and Education	Submit final outreach and education plan (to include performance metrics and evaluation plan) to HHS.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
489	Outreach and Education	Submit final outreach and education plan (to include performance metrics and evaluation plan) to HHS.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
490	Outreach and Education	Focus test materials with key stakeholders and consumers and make refinements based on input.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
491	Outreach and Education	Focus test materials with key stakeholders and consumers and make refinements based on input.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
492	Outreach and Education	Focus test materials with key stakeholders and consumers and make refinements based on input.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
493	Outreach and Education	Launch outreach and education strategy and continue to refine messaging based on response and feedback from consumers.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
494	Outreach and Education	Launch outreach and education strategy and continue to refine messaging based on response and feedback from consumers.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
495	Outreach and Education	Launch outreach and education strategy and continue to refine messaging based on response and feedback from consumers.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
496	SHOP-specific Functions	Research the design and approach of the SHOP Exchange and whether it will be merged with the individual market Exchange.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
497	SHOP-specific Functions	Research the design and approach of the SHOP Exchange and whether it will be merged with the individual market Exchange.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
498	SHOP-specific Functions	Research the design and approach of the SHOP Exchange and whether it will be merged with the individual market Exchange.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
499	SHOP-specific Functions	Begin developing requirements for systems and program operations.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
500	SHOP-specific Functions	Begin developing requirements for systems and program operations.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
501	SHOP-specific Functions	Begin developing requirements for systems and program operations.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
502	SHOP-specific Functions	Begin systems development.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
503	SHOP-specific Functions	Begin systems development.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
504	SHOP-specific Functions	Begin systems development.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
505	SHOP-specific Functions	Complete systems development and prepare for final user testing.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
506	SHOP-specific Functions	Complete systems development and prepare for final user testing.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
507	SHOP-specific Functions	Complete systems development and prepare for final user testing.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
508	SHOP-specific Functions	Begin final user testing, including testing all interfaces.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
509	SHOP-specific Functions	Begin final user testing, including testing all interfaces.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
510	SHOP-specific Functions	Begin final user testing, including testing all interfaces.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
511	SHOP-specific Functions	Complete user testing, including full end-to-end integration testing with other components.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
512	SHOP-specific Functions	Complete user testing, including full end-to-end integration testing with other components.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
513	SHOP-specific Functions	Complete user testing, including full end-to-end integration testing with other components.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment
514	SHOP-specific Functions	Begin enrolling employees of small employers into qualified health plans.	What is your targeted quarter for completion of this milestone?	Drop-down [Quarter and Year]
515	SHOP-specific Functions	Begin enrolling employees of small employers into qualified health plans.	What is the status of this milestone?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
516	SHOP-specific Functions	Begin enrolling employees of small employers into qualified health plans.	Document evidence of completion (if you marked Complete) or Corrective Action (if you marked Behind)	Upload attachment

Sheet 4: Overall Project

#	Line Item	Response Format
1	What is the status of this project?	Drop-down [Complete, Ahead, On Schedule, Behind, No Activity Planned]
2	Percentage of project completed [by quartile]	Drop-down [0-24%, 25-49%, 50-74%, 75-99%, 100%]
3	Overall progress narrative	Free text
4	Document approved work plan changes.	Free text/upload
5	Please describe any changes to key personnel assigned to this project, including contractual staff.	Free text/upload
6	Request CCIIO consultation?	Free text/check box

6

Sheet 5: Budget Supplemental

Quarterly Financial Progress Report	Approved	Unobligated	Obligated	Spent	Total [Obligated + Spent]
*[State] - QQ/YYYY*	Approved	Unobligated	Obligated	Spent	Total [Obligated + Spent]
State Personnel					$-
IT [include FTEs]					$-
Non-IT [include FTEs]					$-
Fringe					$-
Travel					$-
Supplies					$-
IT					$-
Non-IT					$-
Equipment					$-
IT					$-
Non-IT					$-
Contractual					$-
IT					$-
Non-IT					$-
Consultant					$-
IT					$-
Non-IT					$-
Other [please specify]					$-
TOTAL DIRECT COSTS	$-	$-	$-	$-	$-

23

Contractual - Detail
Award Date
Contractor if known
Amount
Period of Performance
Services

5

Sheet 6: Cost Allocation Supplemental

Cost Allocation of IT Functions	Approved	Exchange	Medicaid	CHIP	Other (Specify)	Cumulative

*[State] - YYYY*
IT Functions						0
Health Care Coverage Portal						0
Business Rules Management and Operations System						0
Interfaces to Federal Data Services Hub						0
Interfaces to Other Verification Sources						0
Account Creation and Case Notes						0
Notices						0
Customer Service Technology Support						0
	$0	$ -	$ -	$ -	$ -	$0

28

Sheet 7: IT Profile Supplemental

#	Line Item	Response Format
1	Identify the percentage of your State's population that is uninsured.	Free text
2	Identify the percentage of your State's population that receives employee-sponsored health insurance benefits.	Free text
3	Identify the percentage of your State's population that purchases health insurance coverage through the individual market.	Free text
4	Identify the percentage of your State's population that are Medicaid beneficiaries.	Free text
5	Identify the percentage of your State's population that are Medicare beneficiaries.	Free text
6	Identify the percentage of your State's population that are forms of public insurance other than Medicaid or Medicare.	Free text
7	Name of Medicaid Program	Free text
8	Name of State Medicaid Agency	Free text
9	State Population (2010)	Free text
10	Medicaid Enrollment (as of 12/31/2010)	Free text
11	Projected Newly Enrolled in Medicaid	Free text
12	Does your State have a 1115 Comprehensive Demonstration Waiver, and if so, what is the demonstration period?	Free text
13	Does your State have an Early Option Coverage?	Free text
14	Current Delivery System(s): address FFS, Managed Care, and Other systems.	Free text
15	Is CHIP run as Separate or Medicaid Expansion	Free text
16	Name of CHIP Program	Free text
17	Name of Agency that Administers CHIP	Free text
18	Identify MMIS Vendor	Free text
19	Identify MMIS Platform	Free text
20	Identify age of current MMIS core system	Free text
21	Identify Medicaid/IE Eligibility System Vendor	Free text
22	Identify Medicaid/ IE Eligibility Platform	Free text
23	Idenfity age of currentMedicaid/IE Eligibility Core System	Free text
24	Identify Exchange Vendor	Free text
25	Idenfity Proposed Exchange Platform	Free text
26	Identify Vendor Performing IT Gap Analysis	Free text
27	Plans for Affordable Care Act E&E Activities	Free text
28	Eligibility & Enrollment Project Summary	Free text
29	E&E Project Schedule	Free text
30	E&E Resources (number of FTE, etc.)	Free text
31	E&E Procurement Approach	Free text
32	E&E Vendor	Free text
33	E&E Solution Type (specify if COTS)	Free text
34	E&E Proposed Budget	Free text
35	E&E System (Integrated Eligibility System, Medicaid/CHIP-Stand Alone, MMIS, or Other)	Free text
36	Is your Program developing to 7 S&C’s?	Free text
37	Use of other funding sources (brief description and amount)?	Free text
38	Cost Allocation Methodology	Free text
39	Interfaces	Free text
40	(e.g. IRS, VA, DHS, etc.)	Free text
41	Current Status (APD, RFP)	Free text
42	Current type of E&E system (i.e, Integrated Eligibility System, Medicaid/CHIP Stand-Alone, MMIS, other)	Free text
43	Age of Eligibility Core System	Free text
44	Vendor	Free text
45	Medicaid Eligibility System Platform	Free text
46	Solution Type (specify if COTS)	Free text
47	Current system enhancements and/or plans for replacement	Free text
48	Age of MMIS Core System	Free text
49	MMIS Vendor	Free text
50	MMIS Platform	Free text
51	Solution Type (specify if COTS)	Free text
52	Current system enhancements and/or plans for replacement	Free text
53	MITA Maturity Level	Free text
54	Expected Date of Completion for IT Gap Analysis (month and year)	Free text


54

File Type	application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
File Modified	0000-00-00
File Created	0000-00-00