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

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
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

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