20110815_SG_Wireframes

Rate and Benefits Information System
[Date/Time]
SUBMISSION
MATERIALS
Individual

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Small Group

Download Submission Materials for Small Group Market
All issuers must use official templates when submitting plan data for Healthcare.gov. The templates are available in XML and Excel format and can be
found on this page. Instructions for the submission process can be found below.

Instructions and Reference Materials
Please click here to access User Manual
Please click here to view submission materials
Please click here to access other documentation

Templates for Submitting New Small Group Products
Benefits
Excel format
XSD format

Business Rules
Excel format
XSD format

Rates
Excel format
XSD format

Service Area
Excel format
XSD format
Accessibility Statement

Rules of Behavior

U.S. Department of Health & Human Services

Web Policies

File Formats & Plug-Ins

200 Independence Avenue, S.W.

Washington, D.C. 20201

Templates for Updating Existing Small Group Products
Rates
Excel format
XSD format

Service Area
Excel format
XSD format

Administrative
Excel format
XSD format

Next Steps
After downloading the templates, issuers should fill in the appropriate information in each file and then navigate to
the Data Upload tab to submit the completed files.

Accessibility Statement

Rules of Behavior

U.S. Department of Health & Human Services

Web Policies

File Formats & Plug-Ins

200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
[Date/Time]

SUBMISSION
MATERIALS

Upload Files–Individual

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Upload Files–Small Group

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View Uploaded Files–Small Group

Upload Data Submissions for Small Group Market
All issuers must submit data for plans to display on Healthcare.gov on this page. Issuers may submit new plans or make certain updates to existing plans.

Upload Instructions for Small Group Market
Before uploading files, confirm that the appropriate product data has been updated into the HIOS system by selecting the checkbox.
To upload files, use the browse button to locate the appropriate file from your computer and attach the file. You must select which type of template you are
uploading in each row. Once you have selected all the files you would like to upload, select the ‘Upload’ button.
The following file formats are accepted:
• XML (view instructions)
• Excel 97-2003 (view instructions)
• Pipe delimited (view instructions)
• ZIP (view instructions)
All files must be 30 MB or smaller. If you are having difficulty with file size, please consider using a pipe delimited format.

Upload Files for Small Group Market
c
d
e
f
g

Check here to confirm that the HIOS product data has already been uploaded for these
plans. The Upload button will not be accessible until this selection has been made.
Select Template Type

Select Template Type

Select Template Type

Select Template Type

Browse

Browse

Browse

Browse

Select Template Type

Browse

Select Template Type

Upload

Browse

Next Steps
After data has been successfully uploaded, issuers should navigate to the Validate Data tab in order to perform plan validation. Please note that there may
be a delay of up to XX hours after submission before the plan data is available to view on the Validate Data tab due to system processing.
Accessibility Statement

Rules of Behavior

U.S. Department of Health & Human Services

Web Policies

File Formats & Plug-Ins

200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
[Date/Time]
SUBMISSION
MATERIALS
Upload Files–Individual

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DATA UPLOAD

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View Uploaded Files–Individual

ATTESTATION

Upload Files–Small Group

REPORTS

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View Uploaded Files–Small Group

Upload Data Submissions for Small Group Market
Error Message ER XXXX: Upload failed due to invalid file type or format in Benefit template, file size in Service Area template.
Please be sure the file types are XML, Excel 97-2003, Pipe delimited or ZIP and file size does not exceed 30MB.
All issuers must submit data for plans to display on Healthcare.gov on this page. Issuers may submit new plans or make certain updates to existing
plans.
Templates required for new plans:
• Benefits Template
• Rates Template
• Service Area Template
• Business Rules Template (only one Business Rules template is required per Issuer; the does file not need to be resubmitted unless there are
updates)
Templates accepted when updating existing plans:
• Rates Template
• Service Area Template
• Administrative Template (only for making approved corrections to an existing plan)

Upload Instructions for Small Group Market
Before uploading files, confirm that the appropriate product data has been updated into the HIOS system by selecting the checkbox.
To upload files, use the browse button to locate the appropriate file from your computer and attach the file. You must select which type of template
you are uploading in each row. Once you have selected all the files you would like to upload, select the ‘Upload’ button.
The following file formats are accepted:
• XML (view instructions)
• Excel 97-2003 (view instructions)
• Pipe delimited (view instructions)
• ZIP (view instructions)
All files must be 30 MB or smaller. If you are having difficulty with file size, please consider using a pipe delimited format.

Accessibility Statement

Rules of Behavior

U.S. Department of Health & Human Services

Web Policies

File Formats & Plug-Ins

200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
[Date/Time]

SUBMISSION
MATERIALS

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DATA UPLOAD

Upload Files–Individual

VALIDATE DATA

View Uploaded Files–Individual

ATTESTATION

REPORTS

Upload Files–Small Group

ADMIN CONSOLE

View Uploaded Files–Small Group

Upload Successful
Note: If any errors occur during uploading, you will be notified via email. Any error must be corrected and the file
must be re-submitted for uploading. When upload is successfully completed, you will receive a confirmation via
email.

Uploaded Files History for Small Group Market
Below is a list of the files that have been successfully uploaded during the current submission window.

User ID

File Name

Template Type

Completion Time

aUserID

fileName.XML

Benefits

06/30/11 12:16 PM

aUserID

fileName.csv

Benefits

06/30/11 12:16 PM

aUserID

fileName.zip

Benefits

06/30/11 12:16 PM

aUserID

fileName.XML

Rates

06/30/11 12:16 PM

aUserID

fileName.csv

Business Rules

06/30/11 12:16 PM

aUserID

fileName.zip

Business Rules

06/30/11 12:16 PM

aUserID

fileName.XML

Rates

06/23/11 3:04 PM

aUserID

fileName.csv

Rates

06/23/11 3:04 PM

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
[Date/Time]

SUBMISSION
MATERIALS

Upload Files–Individual

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DATA UPLOAD

VALIDATE DATA

View Uploaded Files–Individual

ATTESTATION

Upload Files–Small Group

REPORTS

ADMIN CONSOLE

View Uploaded Files–Small Group

Uploaded Files History for Small Group Market
Below is a list of the files that have been successfully uploaded during the current submission window.

No data available. You have not yet uploaded any data for your Issuer IDs. Please visit the appropriate Upload Files tab in
order to begin your data upload.

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
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[Date/Time]

SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

ADMIN CONSOLE

Validate Data for Small Group Market
All issuers must validate their product data before the data is approved for use on Healthcare.gov. To validate your data, select your Issuer ID from the
menu below to view all products available for that issuer, and use the radio buttons in the Status column. If you would like to run scenarios to view rate
information, please visit the Search by Scenario page.

Select Issuer ID(s): Issuer ID 1

Enter

Issuer ID 2
Issuer ID 3
Issuer ID 4

Issuer Benefits for Small Group Market
View benefit details for all issuer IDs (csv file download)

Issuer ID 1 Products
Validation Status
Select All Not
Select All
Approved
Valdiate

Production Status

Product ID

Product Name

Deductible
Range

Benefit Information

Validate

Not Approved

In Production

VACIG0001

Sample Product 1

$100 - $1000

View product benefit information

Validate

Not Approved

In Production

VACIG0002

Sample Product 2

$100 - $1000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0003

Sample Product 3

$300 - $5000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0004

Sample Product 4

$250 - $5000

View product benefit information

Save

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
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[Date/Time]

SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

ADMIN CONSOLE

Validate Data for Small Group Market
All issuers must validate their product data before the data is approved for use on Healthcare.gov. To validate your data, select your Issuer ID from the
menu below to view all products available for that issuer, and use the radio buttons in the Status column. If you would like to run scenarios to view rate
information, please visit the Search by Scenario page.

WARNING:

No data has been received for the following Issuer IDs:
Issuer ID 5
Issuer ID 6
Attestation cannot occur without a complete submission for an Issuer. Please return to the Data
Upload tab and resubmit with the full set of issuers or select the option below.
c
d
e
f
g

By selecting this checkbox, I agree that there is no data to report
for the Issuers IDs listed above for this submission window.

Select Issuer ID(s): Issuer ID 1

Submit

Enter

Issuer ID 2
Issuer ID 3
Issuer ID 4

Issuer Benefits for Small Group Market
View benefit details for all issuer IDs (csv file download)

Issuer ID 1 Products
Validation Status
Select All Not
Select All
Approved
Valdiate
Validate

Not Approved

Production Status

Product ID

Product Name

Deductible
Range

Benefit Information

In Production

VACIG0001

Sample Product 1

$100 - $1000

View product benefit information

Rate and Benefits Information System
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[Date/Time]

SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

ADMIN CONSOLE

Validate Data for Small Group Market
All issuers must validate their product data before the data is approved for use on Healthcare.gov. To validate your data, select your Issuer ID from the
menu below to view all products available for that issuer, and use the radio buttons in the Status column. If you would like to run scenarios to view rate
information, please visit the Search by Scenario page.

WARNING:

You have indicated that there is no data to report for the following Issuer IDs:
Issuer ID 5
Issuer ID 6

Select Issuer ID(s): Issuer ID 1

Enter

Issuer ID 2
Issuer ID 3
Issuer ID 4

Issuer Benefits for Small Group Market
View benefit details for all issuer IDs (csv file download)

Issuer ID 1 Products
Validation Status
Select All Not
Select All
Approved
Valdiate

Production Status

Product ID

Product Name

Deductible
Range

Benefit Information

Validate

Not Approved

In Production

VACIG0001

Sample Product 1

$100 - $1000

View product benefit information

Validate

Not Approved

In Production

VACIG0002

Sample Product 2

$100 - $1000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0003

Sample Product 3

$300 - $5000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0004

Sample Product 4

$250 - $5000

View product benefit information

Rate and Benefits Information System
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[Date/Time]
SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

ADMIN CONSOLE

Validate Data for Small Group Market
All issuers must validate their product data before the data is approved for use on Healthcare.gov. To validate your data, select your Issuer ID from the
menu below to view all products available for that issuer, and use the radio buttons in the Status column. If you would like to run scenarios to view rate
information, please visit the Search by Scenarip page.

Select Issuer ID(s): Issuer ID 1

Enter

Issuer ID 2
Issuer ID 3
Issuer ID 4

Issuer Benefits for Small Group Market
View benefit details for all issuer IDs (csv file download)

Issuer ID 1 Products
Validation Status
Select All Not
Select All
Approved
Valdiate

Production Status

Product ID

Product Name

Deductible
Range

Benefit Information

Validate

Not Approved

In Production

VACIG0001

Sample Product 1

$100 - $1000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0002

Sample Product 2

$100 - $1000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0003

Sample Product 3

$300 - $5000

View product benefit information

Production Status

Product ID

Product Name

Deductible
Range

Benefit Information

Issuer ID 3 Products
Validation Status
Select All Not
Select All
Approved
Valdiate
Validate

Not Approved

In Production

VACIG0004

Sample Product 1

$250 - $5000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0005

Sample Product 2

$300 - $5000

View product benefit information

Validate

Not Approved

Current Submission

VACIG0006

Sample Product 3

$150 - $2000

View product benefit information

Web Policies

File Formats & Plug-Ins

Accessibility Statement

Rules of Behavior

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Information System
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[Date/Time]
SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

ADMIN CONSOLE

Validate Data for Small Group Market
All issuers must validate their product data before the data is approved for use on Healthcare.gov. To validate your data, select your Issuer ID from the
menu below to view all products available for that issuer, and use the radio buttons in the Status column. If you would like to run scenarios to view rate
information, please visit the Search by Scenarip page.

Sample Product 7- VACIG0007

Select Issuer ID(s):

Company Name
Key Features

Products’s Coverage

Monthly Premium Estimate

Premiums for this plan start at $190

Issuer ID 1 Products

Validation Status
Deductible
Production Status
Select All Not
Select All
Approved
Valdiate

Plan ID

Validate

Not Approved
In Production
In-Network
Out-Of-Pocket LimitVACIG0001

Validate

Not Approved

Current Submission

VACIG0002

Validate

Coverable Limits
Not Approved
Current Submission

VACIG0003

Individual: $1,500
Out-of-Network:
$3,000 Individual$6,000
Plan Name
Deductible
Co-payFamily
Prescriptions: None

Benefit Information

Individual:
$1,500
Sample Plan
1
$100
$30
View product benefit information
Includes deductible
Sample Plan
2 the Plan.$100
Check
Sometimes there is $15
a limit on the View product benefit information
number or cost of benefits that will be covered within a
Sample Plan 3
$300
$25
View product benefit information
year.

Issuer ID 3 Products
PPO

Doctor Choice
Validation Status
Production Status
Select All Not
Select All
Approved
Valdiate
Excluded Services

Plan ID

Plan Name

Deductible

Co-pay

Benefit Information

Maternity Coverage

Validate

Not Approved

In Production

VACIG0004

Sample Plan 1

$250

$30

View product benefit information

Validate

Not Approved

Current Submission

VACIG0005

Sample
Plan 2
Close

$300

$15

View product benefit information

Validate

Not Approved

Current Submission

VACIG0006

Sample Plan 3

$150

$25

View product benefit information

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

Rate and Benefits Insurance Oversight System
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Search Criteria for Small Group Market:
*Indicated Required Field

Issuer ID 1
Issuer ID 2
Issuer ID 3

*Select Issuer ID(s):

*Number of employees:
*Zip Code of Business:
County:

22033

ex. 48154

Verify

Arlington
Fairfax

Submit

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

ADMIN CONSOLE

Rate and Benefits Insurance Oversight System
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[Date/Time]
SUBMISSION
MATERIALS

DATA UPLOAD

View All Products

Search by Scenario

VALIDATE DATA

ATTESTATION

REPORTS

Search Criteria for Small Group Market:
*Indicated Required Field

Issuer ID 1
Issuer ID 2
Issuer ID 3

*Select Issuer ID(s):

*Number of employees:
*Zip Code of Business:

22033

County:

Arlington
Fairfax

ex. 48154

Verify

Submit

Search Results for Small Group Market:
Issuer ID
Issuer ID

Validation Status
Select All Not
Select All
Valdiate
ValidationApproved
Status

Production Status

Product ID

Product Name

Plan ID

Plan Name

Deductible
Range
Deductible

ID1

Validate

Not Approved

In Production

FLCIG0001

Sample Product 1

$300 - $5000

ID1

Validate

Not Approved

Current Submission

FLCIG0002

Sample Product 2

$150 - $2000

ID2

Validate

Not Approved

Current Submission

FLCIG0003

Sample Product 3

$200 - $2500

Validate

Not Approved

Current Submission

FLCIG0004

Sample Product 4

$225 - $3000

Validate

Not Approved

Current Submission

FLCIG0005

Sample Product 5

$350 - $5000

Validate

Not Approved

Current Submission

FLCIG0006

Sample Product 6

$125 - $1000

ID2
ID2
ID2

Save

Accessibility Statement

Rules of Behavior

Web Policies

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U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201

ADMIN CONSOLE

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Please review attestation agreement and sign below.
By selecting “ATTEST”, I agree in my capacity as CEO or CFO that I have examined the plan benefit and pricing data submission and that to the best of my
information, knowledge, and belief it accurately represents the required plan benefit and estimated pricing data based on current template parameters. I
further attest that our submission as a whole represent plan benefit and pricing information for all plans that are offered by this organization that are open
for enrollment and that represent one percent or more of the organization's total enrollment for the relevant market within any given zip code.
ATTEST

Electronic Signature

Issuer IDs Available for Attestation - Individual Market
Issuer ID

Issuer Name

State

Product Line

Sample Issuer ID 1

Issuer Name 1

VA

Individual

Sample Issuer ID 2

Issuer Name 2

NC

Individual

Sample Issuer ID 3

Issuer Name 3

MO

Individual

Sample Issuer ID 4

Issuer Name 4

OH

Individual

Sample Issuer ID 5

Issuer Name 5

SC

Individual

Issuer IDs Available for Attestation – Small Group Market
Issuer ID

Issuer Name

State

Product Line

Sample Issuer ID 1

Issuer Name 1

VA

Small Group

Sample Issuer ID 2

Issuer Name 2

NC

Small Group

Sample Issuer ID 3

Issuer Name 3

MO

Small Group

Sample Issuer ID 4

Issuer Name 4

OH

Small Group

Sample Issuer ID 5

Issuer Name 5

SC

Small Group

Accessibility Statement

Rules of Behavior

Web Policies

File Formats & Plug-Ins

U.S. Department of Health & Human Services 200 Independence Avenue, S.W.

Washington, D.C. 20201