Jul 29, 2011 ... Develop Job Descriptions for Exchange Research Assistants. Mon 10/4/10 ....
Hire Research Assistant in the Governor's Office. Mon 6/20/11.
Illinois Insurance Exchange Planning -- Project Work Plan ID 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53
Task Name
Background Research Core Area** Hire Exchange Planning Staff Hire Research Assistants in DOI/HFS Develop Job Descriptions for Exchange Research Assistants Post Positions/Begin Interviewing for Exchange Research Assistants Make Offers/Draft Contracts for Positions Sign Contracts/Research Assts. Begin Work HFS Research Assist Contract Expires Hire HFS Senior Policy Advisor Develop Job Descriptions for Senior Policy Advisor Post Positions/Begin Interviewing for Senior Policy Advisor Make Offers/Draft Contracts for Positions Sign Contracts/Senior Policy Advisor Begin Work Comprehensive Analysis of Illinois Current Insurance Marketplace Background Research Project Draft PBC and Obtain PBC Approval Draft RFP for Background Research Consulting Post RFP for Consulting Services Review Submitted Bids/Choose and Post Winner Negotiate Contract with Winning Bidder Launch Project Midterm Report Obtain Funding to Complete Background Research Final Project Report Due Contract Expires Extension of Needs Assessment Project Request and Obtain Funding for Consulting Draft PBC and Obtain PBC Approval Draft Project Extension Obtain Project Extension Approval Post Project Extension Sign Contract for Project Extension Launch Project Extension Mid-term Report on Project Extension Final Report on Project Extension Analysis of Employer Needs for the Exchange Employer Survey Request and Obtain Funding for Survey Coordinate with Employer Community/Stakeholders Develop Draft Survey Questions Vet Questions with Employer Community Execute Survey Analyze Results Behavioral Modeling of Employers Request and Obtain Funding for Modeling Draft PBC and Obtain PBC Approval Draft RFP for Consulting Post RFP for Consulting Review Submitted Bids/Choose and Post Winner Negotiate and Sign Contract with Bidder Launch Project Midterm Report Final Project Report Due Page 1
Start
Finish
Mon 10/4/10
Tue 4/10/12
Mon 10/4/10 Mon 10/4/10 Mon 10/4/10 Mon 11/1/10 Mon 1/3/11 Tue 2/1/11 Fri 7/1/11 Wed 6/1/11 Wed 6/1/11 Mon 6/13/11 Mon 6/27/11 Mon 7/4/11 Mon 10/4/10 Mon 10/4/10 Mon 10/4/10 Fri 10/8/10 Thu 12/9/10 Tue 1/25/11 Thu 3/10/11 Mon 5/2/11 Tue 7/5/11 Thu 6/30/11 Wed 8/10/11 Mon 10/3/11 Thu 6/30/11 Thu 6/30/11 Tue 8/16/11 Mon 7/18/11 Tue 8/16/11 Mon 9/19/11 Mon 10/3/11 Mon 10/10/11 Tue 1/10/12 Tue 4/10/12 Thu 6/30/11 Thu 6/30/11 Thu 6/30/11 Tue 8/16/11 Thu 9/1/11 Fri 9/23/11 Mon 10/3/11 Mon 10/24/11 Thu 6/30/11 Thu 6/30/11 Tue 8/16/11 Thu 9/1/11 Fri 9/16/11 Mon 9/19/11 Tue 10/4/11 Thu 10/13/11 Tue 12/6/11 Wed 12/7/11
Fri 7/29/11 Fri 7/29/11 Fri 10/29/10 Fri 12/31/10 Mon 1/31/11 Mon 2/28/11 Fri 7/29/11 Fri 7/29/11 Fri 6/10/11 Fri 6/24/11 Fri 7/1/11 Fri 7/29/11 Tue 4/10/12 Mon 10/31/11 Fri 11/12/10 Thu 11/18/10 Thu 12/9/10 Wed 3/9/11 Fri 4/29/11 Mon 5/2/11 Tue 7/5/11 Mon 8/15/11 Wed 8/10/11 Mon 10/31/11 Tue 4/10/12 Mon 8/15/11 Wed 9/14/11 Mon 8/15/11 Fri 9/16/11 Mon 10/3/11 Fri 10/7/11 Mon 10/10/11 Tue 1/10/12 Tue 4/10/12 Wed 12/7/11 Fri 11/18/11 Mon 8/15/11 Mon 8/29/11 Fri 9/16/11 Fri 9/23/11 Fri 10/21/11 Fri 11/18/11 Wed 12/7/11 Mon 8/15/11 Wed 9/14/11 Thu 9/15/11 Fri 9/16/11 Mon 10/3/11 Wed 10/12/11 Thu 10/13/11 Tue 12/6/11 Wed 12/7/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107
Task Name
Stakeholder Consultation Core Area** Hire Exchange Support Staff Hire Research Assistant in the Governor's Office Develop Job Descriptions for Research Assistant Post Positions/Begin Interviewing for Exchange Research Assistants Make Offers/Draft Contracts for Positions Sign Contracts/Research Assts. Begin Work Governor's Health Reform Implementation Council Executive Order Establishing the Health Reform Implementation Council Request for Public Comment Paper Public Stakeholder Meeting in Chicago (Exchanges) Publish Final Recommendations of the Council Conduct Public Meeting to Accept Public Comment on Report Post a Final Report on the Governor's Website Public Education on Exchanges Public Educational Webinars on Exchange Prepare Basics of an Exchange Webinar Conduct Basics of an Exchange Webinar Prepare Exchange Governance and Long Term Stability Webinar Conduct Exchange Governance and Long Term Stability Webinar Prepare Exchange Operating Model Webinar Conduct Exchange Operating Model Webinar Develop an Exchange Educational Toolkit Exchange Planning Staff Develop Content for Pamphlets Exchange Planning Staff Work with CMS Staff to Design the Pamphlets Exchange Planning Staff Order Pamphlets/Pamphlets are Printed Relevent State Department Staff Begin to Circulate Materials at Health Fairs, etc. Create Formal Website for Public Education and Reporting Create the Governor's Health care Reform Website Update Content on the Governor's Health Reform Website Establish Public Forum for Posting Stakeholder Meeting Minutes Establish Stakeholder Feedback Mechanisms Through Website Launch Updated Health Reform Website with Exchange Information Continually Update Website Content Conduct Stakeholder Meetings On Legislative Policy Conduct Meeting on Exchange Governance Conduct Meeting on Exchange Financing Conduct Meeting on Exchange Operating Model Conduct Meeting on Exchange Legislation Provide Opportunity for Public Comment on Legislation Publically Review Accepted Changes to Legislation Engage Stakeholders As part of MAC Meeting MAC Meeting Stakeholder White Paper Submitted Establish Stakeholder Engagements for Exchange Operations Integrated Eligibility Systems Customer Experience Navigator Role Options to Address Churning SHOP Exchange Operations Risk Adjustment and Reinsurance Essential Health Benefits Individual Exchange Business Operations Establish Ongoing Role for Stakeholders Post 2014 Page 2
Start
Finish
Tue 7/6/10
Fri 6/29/12
Mon 6/20/11 Mon 6/20/11 Mon 6/20/11 Mon 8/15/11 Mon 9/19/11 Mon 10/3/11 Tue 7/6/10 Tue 7/6/10 Fri 11/12/10 Thu 9/30/10 Tue 2/1/11 Mon 2/7/11 Tue 3/1/11 Thu 9/30/10 Tue 12/7/10 Tue 12/7/10 Tue 12/14/10 Mon 1/17/11 Mon 1/24/11 Thu 2/10/11 Thu 2/17/11 Mon 7/4/11 Mon 7/4/11 Mon 7/18/11 Mon 8/1/11 Mon 9/5/11 Thu 9/30/10 Thu 9/30/10 Mon 7/4/11 Mon 7/4/11 Mon 7/4/11 Mon 8/1/11 Thu 9/1/11 Wed 12/8/10 Wed 12/8/10 Tue 1/4/11 Wed 1/26/11 Wed 2/23/11 Fri 2/25/11 Tue 3/8/11 Fri 5/6/11 Fri 5/6/11 Thu 6/2/11 Wed 6/1/11 Thu 9/1/11 Wed 6/1/11 Fri 7/1/11 Thu 9/1/11 Fri 7/1/11 Thu 9/1/11 Thu 9/1/11 Fri 7/1/11 Mon 1/2/12
Fri 10/28/11 Fri 10/28/11 Fri 7/15/11 Fri 9/16/11 Mon 10/3/11 Fri 10/28/11 Tue 3/1/11 Tue 7/6/10 Fri 12/3/10 Thu 9/30/10 Tue 2/1/11 Mon 2/7/11 Tue 3/1/11 Fri 6/29/12 Thu 2/17/11 Mon 12/13/10 Tue 12/14/10 Fri 1/21/11 Mon 1/24/11 Wed 2/16/11 Thu 2/17/11 Fri 12/30/11 Fri 7/15/11 Fri 7/29/11 Fri 8/26/11 Fri 12/30/11 Fri 6/29/12 Thu 9/30/10 Fri 7/29/11 Fri 7/29/11 Fri 7/29/11 Fri 8/26/11 Fri 6/29/12 Tue 3/8/11 Mon 12/13/10 Thu 1/6/11 Fri 1/28/11 Fri 2/25/11 Tue 3/8/11 Tue 3/8/11 Thu 6/2/11 Fri 5/6/11 Thu 6/2/11 Fri 3/30/12 Fri 3/30/12 Mon 10/31/11 Mon 10/31/11 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 4/27/12
Illinois Insurance Exchange Planning -- Project Work Plan ID 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160
Task Name Consult With the Exchange Board to Develop Process
Legislative, Policy, and Regulatory Action Core Area** Establish Legal Authority for Exchange Draft Enabling Legislation Provide Opportunity for Public Input Finalize Recommendation/Legislation Send to Governor Introduce in GA Pass Legislation Establish Governance and Sustainability Function in Statute Draft Legislation Based on Study Committee Findings Pass legislation Determine Appropriation for IES solution and Pass in Statute if Necessary Adopt/Issue Regulations/Policy Documents for Exchange
Governance Core Area** Establish Governance Structure Launch Meetings of the Legislative Study Committee Draft Recommendations for Enabling Legislation Provide Opportunity for Public Input Finalize Recommendations to the Executive/Legislative Branches Introduce Legislation Pass Legislation Appoint Governing Board Exchange Board is Appointed Board Elects Chair Develop a Formal Operating Charter or Bylaws Consistent With State and Federal Requirements Develop Standards for Governance Draft Public Accountability Functions Draft Tranparency Functions Draft Conflict of Interest Functions Incorporate Standards into Exchange Charter Develop Internal Administration Board Appoints Executive Director Establish HR Function and Determine Employee Benefits Executive Director Hires Staff Identify Areas of Need for Consultants and Begin to Procure Professional Services Incorporate Exchange as Legal Entity With Tax ID, Mailing address, W9 Forms, etc. Aqcuire Office Space. Lease/Purchase Furniture and Fixtures Develop Internal Plan of Operations Acquire IT Infrastructure (Computers, Servers, Software, Phone System, Internet Wiring) Develop Financial and Data Security Policy and Procedures Open Bank Accounts and Implement Basic Payroll and Accounting System Develop Financial Plan and Administrative Budget
Program Integration Core Area** Execute Necessary Interagency Agreements (IGA) Execute Interagency Agreement Between DOI, HFS, and Governor's Office Execute Interagency Agreement Between DOI, HFS, and DHS Execute Interagency Agreement Between DOI, HFS, DHS, OHIT, and DPH Establish an Interagency Working Group on Integrated Eligibility Convene IES Intergovernmental Working Group Participate in Needs Assessment RFP Development Develop Strategies for "No Wrong Door" Compliance Redefine Interagency Working Group as "IES Oversight Group" Page 3
Start Mon 1/2/12
Finish Fri 4/27/12
Wed 12/1/10
Fri 3/1/13
Wed 12/1/10 Wed 12/1/10 Thu 12/9/10 Thu 3/3/11 Mon 3/14/11 Thu 3/17/11 Mon 5/30/11 Fri 9/30/11 Fri 9/30/11 Tue 10/25/11 Tue 10/25/11 Mon 4/2/12
Mon 5/30/11 Wed 12/1/10 Wed 3/2/11 Fri 3/11/11 Mon 3/14/11 Thu 3/17/11 Mon 5/30/11 Thu 11/10/11 Mon 10/31/11 Thu 11/10/11 Thu 11/3/11 Fri 3/1/13
Tue 5/31/11
Tue 12/31/13
Tue 5/31/11 Tue 5/31/11 Fri 9/16/11 Mon 9/19/11 Tue 9/27/11 Tue 10/25/11 Fri 10/28/11 Thu 12/1/11 Thu 12/1/11 Thu 3/1/12 Thu 3/1/12 Tue 10/25/11 Tue 10/25/11 Tue 10/25/11 Tue 10/25/11 Mon 4/2/12 Mon 3/5/12 Mon 3/5/12 Wed 4/4/12 Mon 4/2/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12 Wed 4/4/12
Wed 11/2/11 Fri 7/15/11 Fri 9/16/11 Mon 9/26/11 Tue 10/4/11 Thu 10/27/11 Wed 11/2/11 Fri 3/30/12 Wed 2/29/12 Fri 3/30/12 Fri 3/30/12 Fri 6/29/12 Fri 3/30/12 Fri 3/30/12 Fri 3/30/12 Fri 6/29/12 Tue 12/31/13 Tue 4/3/12 Mon 12/3/12 Tue 12/31/13 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12 Mon 12/3/12
Thu 8/19/10
Tue 12/31/13
Tue 1/18/11 Tue 1/18/11 Mon 7/4/11 Thu 9/1/11 Thu 8/19/10 Thu 8/19/10 Thu 9/30/10 Fri 10/1/10 Mon 1/3/11
Sat 12/31/11 Tue 2/22/11 Fri 7/29/11 Sat 12/31/11 Tue 12/31/13 Thu 8/19/10 Wed 11/24/10 Mon 12/31/12 Fri 12/27/13
Illinois Insurance Exchange Planning -- Project Work Plan ID 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214
Task Name Conduct Ongoing Integration Planning Meetings Define the New IES Define the Role of DHS Existing and Future Systems Define the Role of HFS Existing and Future Systems Define the Role of the Exchange Define Cost-Allocation Procedures Refine Cost-Allocation Procedures as Necessary Define Standard Operating Procedures for Exchange and Public Programs Procure Consulting Services on Options for Integrated Eligibility System (IES) IES Drafted/ Incorporated into Needs Assessment RFP Needs Assessment RFP Posted Evaluate Vendor Proposals Select Vendor Negotiate Contract with Vendor Launch Needs Assessment Project Provide Information to Vendor as Needed Needs Assessment Midterm Report Provide Information to Vendor as Needed Final Presentation from Vendor Conduct IT Gap Analysis for Program Integration Perform Detailed Business Process Documentation of "As-Is" Environment Request Information through IES Planning Group Incorporate Information into Larger IT Gap Analysis for Level 2 Funding Establish Integration with Department of Insurance (DOI) Duties Identify Business Operation Overlap with DOI Roles/Responsibilities Related to QHPs Strategy to Address Adverse Selection and Indirect Selection Identify Data Connections with DOI Identify Necessary IT Functionality to Connect to DOI Establish Integration with Office of Health Information Technology Identify Business Operation Overlap with OHIT Master Patient Index Privacy and Security Hub Identify Data Connections with OHIT Identify Necessary IT Functionality to Connect to OHIT Establish Integration with the Department of Public Health and Population Health Goals Identify Business Operation Overlap with DPH Identify Data Connections with DPH Identify Necessary IT Functionality to Connect to DPH Establish Integration with Federal Databases Identify Business Operation Overlap with Federal Databases Identify Data Connections with Federal Databases Identify Necessary IT Functionality to Connect to Federal Databases
Exchange IT Systems Core Area** Hire Exchange (HIX) Planning Staff Develop Job Descriptions for Exchange (HIX) Project Manager Post Positions/Begin Interviewing for Exchange(HIX) Project Manager Make Offers/Draft Contracts for Positions Sign Contracts/Exchange IT Project Manager Begins Work Hire IES Planning Staff Hire the IES Project Manager Develop Job Description for IES Project Manager Post Positions/Begin Interviewing for IES Project Manager Make Offer/Draft Contract for Position Page 4
Start Mon 1/3/11 Mon 5/2/11 Mon 5/2/11 Mon 5/2/11 Wed 6/1/11 Tue 8/30/11 Tue 8/30/11 Mon 10/31/11 Thu 9/30/10 Thu 9/30/10 Tue 12/21/10 Wed 1/19/11 Wed 3/9/11 Wed 3/9/11 Mon 4/4/11 Tue 4/5/11 Wed 6/15/11 Thu 6/16/11 Tue 8/16/11 Mon 8/1/11 Mon 8/1/11 Mon 8/1/11 Thu 3/1/12 Thu 9/30/10 Thu 9/30/10 Thu 9/30/10 Fri 10/1/10 Mon 10/4/10 Thu 9/1/11 Mon 10/3/11 Mon 10/3/11 Mon 10/3/11 Mon 10/3/11 Mon 1/2/12 Mon 4/2/12 Wed 6/1/11 Wed 6/1/11 Fri 7/29/11 Thu 9/1/11 Mon 8/1/11 Mon 8/1/11 Thu 9/1/11 Tue 11/1/11
Finish Fri 12/27/13 Sun 10/30/11 Sun 10/30/11 Sun 10/30/11 Fri 9/30/11 Tue 12/31/13 Tue 12/31/13 Fri 12/28/12 Tue 8/16/11 Tue 12/21/10 Tue 1/18/11 Tue 2/15/11 Wed 3/9/11 Tue 3/22/11 Mon 4/4/11 Sun 5/29/11 Wed 6/15/11 Mon 8/15/11 Tue 8/16/11 Fri 3/30/12 Fri 3/30/12 Tue 11/15/11 Fri 3/30/12 Wed 11/30/11 Fri 10/1/10 Thu 9/30/10 Fri 10/1/10 Mon 10/4/10 Wed 11/30/11 Fri 6/29/12 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 3/30/12 Fri 6/29/12 Wed 11/30/11 Thu 6/30/11 Fri 7/29/11 Wed 11/30/11 Fri 3/30/12 Tue 8/30/11 Mon 10/31/11 Fri 3/30/12
Wed 6/1/11
Tue 12/1/15
Mon 6/13/11 Mon 6/13/11 Mon 7/11/11 Mon 8/15/11 Mon 9/5/11 Mon 6/20/11 Mon 6/20/11 Mon 6/20/11 Mon 8/15/11 Mon 9/19/11
Fri 9/30/11 Fri 6/24/11 Fri 8/12/11 Fri 9/2/11 Fri 9/30/11 Fri 3/2/12 Fri 10/28/11 Fri 7/15/11 Fri 9/16/11 Mon 10/3/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260
Task Name Sign Contracts/IES Project Manager Begins Work Establish IES Project Team Hire Project Analysts Develop Job Description for Project Analysts Post Positions/Begin Interviewing for Project Analysts Make Offer/Draft Contract for Positions Sign Contracts/Project Analysts Begins Work Hire IT Staff Develop Job Description for IES Project Manager Post Positions/Begin Interviewing for IES Project Manager Make Offer/Draft Contract for Position Sign Contracts/IES Project Manager Begins Work Preliminary IT Gap Analysis for Level I Funding Draft Preliminary Comprehensive Analysis for HHS Incorporate into Federal Grant Request for Level 1 Funding Integrated Eligbility System (IES) Integrated Eligibility System (IES) -- Planning and Preparation Procure Consulting Services for the Planning and Preparation Draft PBC and Obtain PBC Approval for IES Planning Vendor Draft Contract Extension for IES Planning Vendor Post Contract Extension for IES Planning Vendor Negotiate Contract Amendment with IES Planning Vendor Launch Project Finalize IAPD for IES Finalize RFP for IES DDI Conitnue as Independent Validations and Verification (IVV) vendor Federally Required Program Activities Define and Document Business Processes and Rules for IES and Existing Programs According to CMS Standards (Business Process Model tool?), Identifying Roles and Responsibilities for DHS, HFS, DOI, and HIX Fulfill MITA Condition for Self Assessments, Roadmaps, and Concept of Operations (COO) Identify and Describe All Interfaces According to CMS standard Define and Document an Industry Standard Systems Development Lifecycle Methodology According to CMS Standards Implement Support Required for SOA Architecture (service bus?) Federally Required Technology Activities Document Interfaces and SDLC, Establish SOA State Program Staff Activities Define and Implement the Necessary Governance Processes to Support IES and HIX Planning, Implementation, and Operation Define Requirements, Design, and Implement Organizational Support Structures for HIX Implementation, Including Call Centers, Program, and Technology Support Define Requirements, Design, and Implement Community Outreach and Training (Internal & External) Programs for IES and HIX State Technology Activities IT Gap Analysis: Evaluate the Existing Technology Infrastructure to Determine Hardware and Software Costs for IES and HIX Design and Operation Define and Implement the Application Development Environment Complete a Security Risk Assessment and Release Plan Define, Document, and Implement a Privacy and Security Architecture That Supports Industry and Federal CMS Standards Integrated Eligibility System -- Core Development Procure IES Detailed Design and Implementation Vendor Draft PBC and Obtain PBC Approval for DDI Vendor Page 5
Start Mon 10/3/11 Mon 6/20/11 Mon 6/20/11 Mon 6/20/11 Mon 8/15/11 Mon 9/19/11 Mon 10/3/11 Tue 11/1/11 Tue 11/1/11 Mon 12/26/11 Mon 1/9/12 Mon 2/6/12 Thu 6/16/11 Thu 6/16/11 Thu 6/30/11 Wed 6/1/11 Wed 6/1/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Mon 8/15/11 Mon 10/24/11 Mon 1/2/12 Wed 2/29/12 Wed 2/15/12 Mon 4/2/12 Wed 6/1/11 Wed 6/1/11
Finish Fri 10/28/11 Fri 3/2/12 Fri 10/28/11 Fri 7/15/11 Fri 9/16/11 Mon 10/3/11 Fri 10/28/11 Fri 3/2/12 Mon 11/28/11 Fri 12/30/11 Tue 1/31/12 Fri 3/2/12 Thu 6/30/11 Fri 6/24/11 Thu 6/30/11 Tue 12/1/15 Fri 8/30/13 Wed 8/15/12 Fri 7/29/11 Fri 8/12/11 Thu 9/29/11 Fri 11/18/11 Mon 1/2/12 Fri 4/13/12 Fri 3/30/12 Wed 8/15/12 Fri 3/30/12 Fri 3/30/12
Wed 6/1/11 Wed 6/1/11 Wed 6/1/11
Fri 3/30/12 Fri 3/30/12 Fri 3/30/12
Wed 6/1/11 Wed 6/1/11 Wed 6/1/11 Wed 6/1/11 Wed 6/1/11
Fri 3/30/12 Fri 3/30/12 Fri 3/30/12 Fri 8/30/13 Fri 8/31/12
Wed 6/1/11
Fri 8/31/12
Wed 6/1/11
Fri 8/30/13
Wed 6/1/11 Wed 6/1/11
Fri 8/31/12 Fri 8/31/12
Wed 6/1/11 Wed 6/1/11 Wed 6/1/11
Fri 8/31/12 Fri 8/31/12 Fri 8/31/12
Mon 10/3/11 Mon 10/3/11 Mon 10/3/11
Tue 12/31/13 Mon 3/5/12 Thu 10/27/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306
Task Name Draft RFP for DDI Vendor (with IES Planning Vendor Post RFP for DDI Vendor Review Submitted Bids/Choose and Post Winner Negotiate Multi-Renewal Contract with Winning bidder Launch Project Define Requirements, Design, Build, and Implement Internet Portal with Common Application Management, Identity, and Authentication Functions Define Requirements, Design, Build, and Implement Multi-Modal Capability (Email, Phone, Mobile, Fax) to Support Public Facing IES Functions Select, Procure, Implement a Rules Engine Product and Define and Incorporate Business Rules for State Medical and HIX Eligibility, Provide for Eligibility Coordination and Interfaces to SNAP and Define Requirements, Design, Build, and Implement the IES Verification Component with Interfaces and Modifications to Medicaid and CHIP Define Requirements, Design, Build, and Implement the HIX Enrollment and Benefits Processing Components If Document Management Capabilities are Required, Select, Procure, and Implement a Document Management System and Incorporate into the Design and Build of IES Function Legacy Eligibility System Migration Front-End Medicaid and CHIP Enrollment Activities Moved to New IES Medicaid and CHIP Enrollment Functions Removed from Legacy System HIX Operating System Phase 1, HIX-Specific Detailed System Design Review Comprehensive Federal Guidence on HIX Operating Systems Complete a Review of Product Feasibility, Viability, and Alignment with Exchange Program Goals Draft PBC and Obtain PBC Approval for Systems Integrator (SI) Consulting Services Draft RFP for Systems Integrator (SI) Consulting Services Post RFP for Systems Integrator (SI) Consulting Services Review Submitted Bids/Choose and Post Winner Negotiate Multi-Renewal Contract with Winning bidder Launch Project Finalize IT and Integration Architecture Midterm Report Final Project Report Due Illinois-Specific HIX Business Rules Integrated into Illinois IES Rules Engine Phase 2, HIX Build/Buy and Integrate (with SI Consulting Team) Draft Request for Information (RFI) for IT Vendors and Exchange Technology Work with SI Contractor to Explore Available Existing Exchange Business Rules, Software and Hard Identify an Appropriate IT Solution and Initiate Subcontracting with Exchange Complete Final business Requirements and Interim Detailed Design and System Requirements Documentations (e.g. technical, design, etc.). SI Launches Process of Building and Testing Integrator Functionality with Exchange IT Solutions Training Materials on Exchange IT Solution are Drafted, Reviewed, and Finalized Beta Testing on Comprehensive Exchange IT Solution Phase 3, Launch Illinois HIX Operating System for Open Enrollment
Financial Management Core Area** Interim Plan for Financial Management of Exchange Grant Hire DOI Fiscal Grants Specialist Develop Job Description for DOI Fiscal Grant Specialist Post Positions/Begin Interviewing for DOI Fiscal Grant Specialist Make Offers/Draft Contracts for Position Sign Contracts/ DOI Fiscal Grant Specialist Begins Work Hire IES Budget Manager/Admin Develop Job Description for IES Budget Manager/Admin Page 6
Start Mon 10/3/11 Fri 11/11/11 Thu 12/29/11 Mon 2/6/12 Mon 3/5/12 Mon 4/2/12
Finish Thu 11/10/11 Wed 12/28/11 Tue 1/31/12 Fri 3/2/12 Mon 3/5/12 Fri 8/30/13
Mon 4/2/12
Fri 8/30/13
Wed 2/1/12
Tue 12/31/13
Mon 4/2/12
Fri 5/31/13
Mon 4/2/12
Fri 5/31/13
Mon 4/2/12
Fri 5/31/13
Mon 4/2/12 Mon 4/2/12 Mon 2/3/14 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Mon 8/15/11 Fri 9/30/11 Mon 10/24/11 Mon 1/2/12 Wed 2/29/12 Wed 2/15/12 Mon 4/30/12 Tue 5/1/12 Mon 4/2/12 Mon 4/2/12 Mon 4/23/12 Fri 6/1/12 Fri 6/1/12
Tue 12/1/15 Tue 10/1/13 Tue 12/1/15 Tue 10/1/13 Tue 5/1/12 Wed 8/31/11 Fri 12/30/11 Fri 7/29/11 Fri 8/12/11 Thu 9/29/11 Fri 10/21/11 Fri 11/18/11 Mon 1/2/12 Fri 4/13/12 Wed 2/15/12 Mon 4/30/12 Tue 5/1/12 Tue 4/30/13 Fri 4/20/12 Thu 5/31/12 Fri 6/29/12 Tue 7/31/12
Mon 7/2/12 Thu 11/1/12 Tue 1/1/13 Tue 10/1/13
Mon 12/31/12 Tue 4/30/13 Tue 4/30/13 Tue 10/1/13
Mon 1/3/11
Wed 12/31/14
Mon 6/20/11 Mon 6/20/11 Mon 6/20/11 Mon 8/15/11 Mon 9/19/11 Mon 10/3/11 Mon 6/20/11 Mon 6/20/11
Fri 10/28/11 Fri 10/28/11 Fri 7/15/11 Fri 9/16/11 Mon 10/3/11 Fri 10/28/11 Fri 10/28/11 Fri 7/15/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360
Task Name Post Positions/Begin Interviewing for IES Budget Manager/Admin Make Offers/Draft Contracts for Position Sign Contracts/IES Budget Manager/Admin Begin Work Develop and Implement a Long-Term Operational Plan for Financial Management of Exchange Identify Requirements for a Chief Financial Officer Define Management Structure Define the Staff Organizational Chart Develop Accounting Policies and Procedures and Begin to Scope System of Internal Control Identify Costs Associated with Financial Management Assess and Implement Financial Reporting System for Exchange Develop Standard Financial Reporting Package of Exchange Hire Financial Management Staff Develop Job Descriptions for Financial Management Staff Post Positions with Job Descriptions Interview Candidates Hire Financial Management Team Define Scope of Activities for Compliance Identify Requirements of Federal Law Related to Finance Identify Appropriate Accounting and Auditing Standards Identify Transparency Mechanisms to be Incorporated into Exchange Identify Mechanisms to Identify and Address Fraud, Waste, and Abuse Assess Adequacy of Accounting and Financial Reporting System Conduct Third Party Objective Review of all Systems of Internal Control Hire Independent Audit Firm to Conduct Financial Audit Develop Transition Plan for Management of Grant Funding from State Agencies to the Exchange Public Posting of Financial Information Establish Protocols for Transparency in Exchange Financial Activities Publish Annual Financial Audit Comply with Ongoing Federal Reporting to Federal HHS Institute a Long-Term Financial Sustainability Mechanism for Exchange Consider Options for Financial Sustainability Incorporate Financial Sustainability in Enabling Legislation Incorporate Financial Sustainability Function in Detailed Exchange Design Demonstrate to HHS Capability to Manage the Finances of the Exchange Soundly Begin Collecting Funds for Sustainability Develop Risk-Adjustment Mechanism Review Federal Guidence Regarding Risk-Adjustment Develop Detailed Design of the Mechanism Draft an RFP for Actuarial Services to Assist with Design Post RFP for Risk-Adjustment Actuarial Services Reviews Bids/Select Winning Vendor/Execute Contract Launch Project Development of Risk Adjustment Methodology Develop IT Infrastructure Required to Accept and Store Carrier Claims Information Develop Analytical Capabilities to Apply Risk Adjustment Methodology Develop Payment Processes and Procedures to Support Risk Adjustment Payments/Recoupments Develop Carrier Data Specifications for Risk-Adjustment Define an Entity to Apply the Risk-Adjustment Mechanism Develop a Process for Re-evaluation of Risk-Adjustment Initiate Risk-Adjustment Mechanism Receive Test Data Submission from Particiapting QHP's Receive Final (Actual) Claims Submission from Carriers Reinsurance Review Federal Guidence Page 7
Start Mon 8/15/11 Mon 9/19/11 Mon 10/3/11 Mon 1/31/11 Wed 6/1/11 Wed 6/1/11 Wed 6/1/11 Mon 8/1/11 Mon 1/2/12 Mon 1/2/12 Mon 1/2/12 Wed 6/1/11 Wed 6/1/11 Mon 4/2/12 Tue 5/1/12 Thu 1/31/13 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Tue 7/5/11 Mon 1/2/12 Mon 1/2/12 Mon 4/2/12 Mon 1/2/12 Mon 10/3/11 Mon 10/3/11 Mon 12/31/12 Mon 1/31/11 Mon 1/3/11 Mon 1/3/11 Mon 10/3/11 Fri 11/18/11 Thu 11/1/12 Mon 6/3/13 Fri 7/1/11 Fri 7/1/11 Tue 7/5/11 Tue 7/5/11 Mon 8/1/11 Thu 9/1/11 Mon 10/3/11 Mon 10/3/11 Wed 2/1/12 Wed 2/1/12 Wed 2/1/12 Wed 2/1/12 Wed 2/1/12 Wed 2/1/12 Mon 6/3/13 Mon 6/3/13 Mon 6/2/14 Fri 7/1/11 Fri 7/1/11
Finish Fri 9/16/11 Mon 10/3/11 Fri 10/28/11 Wed 12/31/14 Fri 8/5/11 Fri 3/30/12 Fri 7/29/11 Fri 3/30/12 Mon 4/30/12 Mon 4/30/12 Mon 4/30/12 Thu 1/31/13 Fri 8/5/11 Tue 5/1/12 Thu 5/31/12 Thu 1/31/13 Fri 8/30/13 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 12/30/11 Fri 8/30/13 Fri 8/30/13 Mon 12/31/12 Fri 3/30/12 Wed 12/31/14 Mon 4/30/12 Wed 12/31/14 Wed 12/31/14 Tue 12/31/13 Fri 9/30/11 Fri 11/18/11 Fri 3/30/12 Mon 12/31/12 Tue 12/31/13 Wed 12/31/14 Fri 9/30/11 Tue 1/31/12 Fri 7/29/11 Wed 8/31/11 Fri 9/30/11 Mon 10/3/11 Tue 1/31/12 Thu 5/31/12 Thu 5/31/12 Thu 5/31/12 Thu 5/31/12 Thu 5/31/12 Thu 5/31/12 Wed 12/31/14 Fri 8/30/13 Wed 12/31/14 Wed 1/1/14 Fri 9/30/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411
Task Name Develop Detailed Design of the Mechanism Define an Entity to Apply the Mechanism Develop a Process for Re-evaluation Initiate Reinsurance Mechanism
Oversight and Program Integrity Core Area ** Ensure the Prevention of Fraud, Waste and Abuse of Exchange Grant Funds Implement a System Tacking All Exchange Funding and Activities Hire Research Assistant to Assist with Financial Management and Grant Activity Tracking Develop Federal Reporting Procedures on Fraud, Waste and Abuse Comply with Federal Reporting Procedures Establish/Implement Permanent Oversight Program Integrity Requirements Find Consensus on Oversight and Integrity Rules for Exchange Incorporate Oversight and Integrity Rules into Enabling Legislation Board Executes Oversight/Program Integrity Provisions Upon Appointment Exchange Hires Oversight and Program Integrity Staff Establish Procedures for Independent External Audit Establish Fraud Detection Procedures
Health Insurance Market Reforms Core Area** Prescribe Rules for Compliance for Carriers with Market Reforms DOI Regulations for Ongoing Compliance of Carriers with Market Reforms Incoporate New Federal Law into State Statute Premium Rate Review Medical Loss Ratio External Review Patient Protections Health Care Cooperatives
Assistance/Coverage Appeals/Complaints Core Area** Consumer Assistance Project Grant Activities Post RFP for CAP Evaluate Submitted Proposals Select CAP Vendor Negotiate Contract with Vendor Launch Meeting for CAP Vendor Consider Data Analyzed Under the Grant for Incorporation into Project Plan Midterm Report from Vendor Final Report from Vendor Implement Consumer Assistance Recommendations Identify DOI as the Primary Entity for Consumer Assistance with Appeals Establish Protocols for Exchange Communication Draft Scope of Work for Building Capacity to Handle Coverage Appeals Functions Incorporate Consumer Asisstance Data into Accountability and Oversight of Qualified Health Plans in Exchange Establish an Ongoing Process for Oversight of Qualified Health Plans by DOI Establish Process for Referrals to DOI from Exchange
Business Operations/Exchange Functions Core Area** Preliminary Analysis on Exchange Operations Explore Current Technology in Existing State Programs Review CMS Plan Management/Eligibility and Enrollment Supplements Preliminary Identification of Staffing Needs Draft Preliminary Disgram of "To Be" Environment for Exchange Business Operation Functionality Certification, Recertification, Decertification of Qualified Health Plans Begin Developing Standards for Certification Page 8
Start Mon 10/3/11 Mon 1/2/12 Mon 1/2/12 Wed 1/1/14
Finish Fri 12/30/11 Mon 4/30/12 Mon 4/30/12 Wed 1/1/14
Fri 10/1/10
Wed 12/31/14
Fri 10/1/10 Fri 10/1/10 Tue 2/15/11 Tue 1/1/13 Mon 9/2/13 Mon 8/1/11 Mon 8/1/11 Mon 10/31/11 Thu 3/1/12 Mon 4/2/12 Mon 4/30/12 Mon 1/2/12
Wed 12/31/14 Fri 12/31/10 Tue 2/15/11 Fri 8/30/13 Wed 12/31/14 Mon 12/31/12 Tue 10/25/11 Thu 11/17/11 Mon 4/30/12 Mon 12/31/12 Mon 12/31/12 Mon 12/31/12
Thu 9/30/10
Wed 12/31/14
Thu 9/30/10 Fri 10/1/10 Mon 1/3/11 Tue 10/25/11 Mon 1/2/12 Mon 1/3/11 Mon 1/2/12 Mon 1/2/12
Thu 9/30/10 Wed 12/31/14 Thu 5/31/12 Thu 11/10/11 Thu 5/31/12 Tue 5/31/11 Thu 5/31/12 Thu 5/31/12
Thu 9/30/10
Wed 10/31/12
Thu 9/30/10 Wed 12/29/10 Thu 2/24/11 Thu 4/21/11 Fri 4/22/11 Thu 9/30/10 Thu 9/30/10 Thu 9/30/10 Fri 11/12/10 Mon 11/15/10 Wed 6/1/11 Mon 1/2/12 Wed 6/1/11 Mon 1/2/12
Thu 5/5/11 Wed 12/29/10 Wed 4/20/11 Thu 4/21/11 Thu 5/5/11 Thu 9/30/10 Thu 9/30/10 Thu 9/30/10 Fri 11/12/10 Fri 12/10/10 Wed 10/31/12 Mon 4/30/12 Mon 8/1/11 Wed 10/31/12
Mon 1/2/12 Mon 1/2/12
Fri 6/29/12 Wed 10/31/12
Wed 9/1/10
Wed 12/31/14
Mon 5/2/11 Mon 5/2/11 Mon 5/2/11 Mon 5/2/11 Mon 5/2/11 Mon 8/1/11 Mon 8/1/11
Thu 6/30/11 Thu 6/30/11 Thu 6/30/11 Thu 6/30/11 Thu 6/30/11 Wed 12/31/14 Wed 11/30/11
Illinois Insurance Exchange Planning -- Project Work Plan ID 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464
Task Name Engage Stakeholders in the Process Develop Clear Certification Policy Integrate into Detailed Design and Build for IT Develop RFP for Certification of Qualified Health Plans Draft Certification Documents Provide Evidence of Staff Capacity to Support Certification Evaluation Release Solicitation for Certification of QHPs Begin Training Health Plans on QHP Requirements Collect Submissions/Evaluate Proposals from Health Plans Solicit Premium Quotes from Health Plans Launch Plan Management and Bid Evaluation System Complete Certifications/Negotiations/Contracting Issue Announcement Publically Conduct Readiness Reviews Initiate DOI Oversight of QHPs Quality Rating System Review Federal guidance for Quality rating tool Incorporate Quality Rating Business Requirements into IT Requirements for Exchange Complete System Development of Quality Rating Functionality Complete Testing and Validation of Quality Rating Functionality Post Quality Information on the Exchange Website Continually Update Quality Information and Process for Collecting Health Coverage Eligibility Determinations Begin Coordination with OASHSPs Begin Coordination with DOI Begin Developing Eligibility Requirements For Exchange and Public Programs, Including Appeals Begin Systems Development -- For Exchange and Public Programs Establish Resources to Handle Appeals Deteminations/Training Begin Beta Testing of Systems Initiate Communication with HHS on Appeals Process Begin Conducting Eligibility Determinations for Public Programs/Receiving Referrals from OASHSPs Enrollment and Billing Process Develop Technical Specifications for Enrollment, Billing, and Collections, Including Connectivity to QHPs, Eligibility system, and Online Account Management Develop RFP for Billing and Collections System Vendor Post RFP for Billing and Collections System Vendor Select Winner/Sign Contract/Launch Work Begin Systems Development -- Build or Buy and Customize Begin Beta Testing of Systems Begin Final User Testing Begin Open Enrollement Applications and Notices Review Federal Requirements for Applications and Notices Draft Initial Options for Applications and Notices Conduct User Testing/Translation/etc. of Applications and Notices/Amend Notices Begin Using Applications and Notices to Support Eligibility and Enrollment Administration of Premium Tax Credits and Cost-Sharing Reductions Begin Developing Requirements for Systems and Program Operations Begin Systems Development Begin Beta Testing of Systems Begin Final User Systems Launch Systems for Open Enrollment Individual Responsibility Determinations Begin Developing Requirements for Systems and Program Operations Page 9
Start Mon 8/1/11 Thu 12/1/11 Wed 2/1/12 Mon 4/2/12 Thu 3/1/12 Mon 7/2/12 Mon 7/2/12 Mon 10/1/12 Tue 1/1/13 Tue 1/1/13 Tue 1/1/13 Mon 4/1/13 Mon 4/1/13 Mon 7/1/13 Tue 10/1/13 Mon 7/4/11 Mon 7/4/11 Mon 10/3/11 Mon 1/2/12 Mon 10/1/12 Thu 8/1/13 Wed 1/1/14 Wed 9/1/10 Wed 9/1/10 Wed 9/1/10 Thu 9/30/10 Mon 4/2/12 Mon 4/2/12 Mon 10/1/12 Mon 6/3/13 Mon 6/3/13 Mon 9/5/11 Mon 9/5/11
Finish Wed 11/30/11 Tue 1/31/12 Fri 3/30/12 Fri 6/29/12 Fri 6/29/12 Fri 9/28/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Fri 3/29/13 Fri 3/29/13 Fri 6/28/13 Fri 6/28/13 Mon 9/30/13 Wed 12/31/14 Wed 12/31/14 Fri 9/30/11 Fri 12/30/11 Fri 9/28/12 Fri 6/28/13 Tue 12/31/13 Wed 12/31/14 Tue 12/31/13 Wed 9/1/10 Wed 9/1/10 Mon 4/30/12 Fri 9/28/12 Mon 12/31/12 Mon 12/31/12 Mon 6/3/13 Tue 12/31/13 Tue 10/1/13 Fri 3/30/12
Thu 3/1/12 Mon 4/2/12 Tue 5/1/12 Fri 6/1/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Fri 7/1/11 Fri 7/1/11 Fri 6/1/12 Mon 9/3/12 Tue 10/1/13 Mon 9/5/11 Mon 9/5/11 Mon 4/2/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Mon 9/5/11 Mon 9/5/11
Fri 3/30/12 Mon 4/30/12 Thu 5/31/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Tue 10/1/13 Fri 12/30/11 Fri 8/31/12 Mon 9/30/13 Tue 10/1/13 Tue 10/1/13 Fri 3/30/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Tue 10/1/13 Fri 3/30/12
Illinois Insurance Exchange Planning -- Project Work Plan ID 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518
Task Name Begin Systems Development Begin Beta Testing of Systems Begin Final User Systems Launch Systems for Open Enrollment Information Reporting to IRS and Enrollees Begin Developing Requirements for Systems and Program Operations Begin Systems Development Begin Beta Testing of Systems Begin Final User Systems Launch Systems for Open Enrollment SHOP-Specific Functions Review Federal Requirements/Consider Options for SHOP Structure and Goals Begin Developing Requirements for Systems and Program Operations Begin Systems Development Begin Beta Testing of Systems Begin Final User Systems Launch Systems for Open Enrollment Institute Mechanism for Employer/Employee Feedback on SHOP Employer Responsibility -- Notification and Appeals Begin Developing Requirements for Systems and Program Operations Begin Systems Development Begin Beta Testing of Systems Begin Final User Systems Launch Systems and Begin Communication with Employers Call Center Complete Assessment of Existing Call Center Capacity in the State: Medicaid, FSD, CAP, MCHCP Define Call Center Plan of Action Develop Procurement Specifications for Call Center Vendor Post RFP for Call Center Capabilities Select Winner/Sign Contract/Launch Work Launch Contract to Develop Call Center Protocols Develop Training Materials for Call Center Staff Train Call Center Staff Launch Call Center Functionality/Publicize 1-800 Number/Post Online Exchange Consumer Interface/Web Portal Review HHS Requirements for Exchange Website and Consumer Information Begin Drafting System Requirements for Website Online Comparison Shopping -- Informed by UX Project Online Application and Selection fo Qualified Health Plans Premium Tax Credit/Cost-Sharing Reduction Calculator Requests for Assistance Links to Other Illinois Public Health Care Programs Online Plan Management Tools for Consumers Begins Systems Development/Procure "Off the Shelf" Products -- In Coordination with SI Consultant Collect and Verify Plan Data for Comparison Tool Test Comparison Tool (Including Consumer Beta-Testing) Launch Functioning Comparison Tool Exchange Outreach and Education Develop a Comprehensive Marketing and Outreach Strategy Draft a Outreach, Marketing, and Avertisting RFP Post Marketing and Outreach RFP Review bids/Select Winning Vendor/Execute Contract Phase 1: Perform Market Analysis/Environmental Scan of Outreach Needs Marketing and Outreach Vendor Completes Analysis/Presents Findings Page 10
Start Mon 4/2/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Mon 9/5/11 Mon 9/5/11 Mon 4/2/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Mon 1/3/11 Mon 1/3/11 Mon 9/5/11 Mon 4/2/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Tue 10/1/13 Mon 9/5/11 Mon 9/5/11 Mon 4/2/12 Mon 10/1/12 Tue 1/1/13 Tue 10/1/13 Mon 1/2/12 Mon 1/2/12 Fri 2/3/12 Fri 6/1/12 Wed 8/1/12 Thu 8/2/12 Fri 11/30/12 Mon 12/3/12 Fri 3/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Tue 10/1/13 Wed 6/22/11 Thu 9/1/11 Thu 9/1/11 Tue 10/4/11 Mon 11/7/11 Mon 1/2/12 Mon 1/2/12
Finish Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Tue 10/1/13 Fri 3/30/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Wed 12/31/14 Fri 12/30/11 Fri 3/30/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Wed 12/31/14 Tue 10/1/13 Fri 3/30/12 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Tue 10/1/13 Tue 10/1/13 Thu 2/2/12 Wed 5/30/12 Tue 7/31/12 Wed 8/1/12 Thu 8/2/12 Fri 11/30/12 Thu 2/28/13 Mon 9/30/13 Tue 10/1/13 Thu 3/27/14 Wed 11/27/13 Thu 3/27/14 Thu 3/27/14 Thu 3/27/14 Thu 3/27/14 Thu 3/27/14 Thu 3/27/14 Thu 3/27/14 Tue 11/26/13 Fri 12/27/13 Mon 12/30/13 Tue 10/1/13 Wed 12/31/14 Wed 12/31/14 Mon 10/3/11 Fri 11/4/11 Fri 12/30/11 Thu 5/31/12 Fri 3/30/12
Illinois Insurance Exchange Planning -- Project Work Plan ID 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552
Task Name Obtain Input/Refinement of Materials from Stakeholders and HHS Phase 2: Finalize Marketing and Outreach Campaign Design Media Strategy and other Information Dissemination Tools Develop a Tool-kit for Outreach/Education Materials Develop Performance Metrics and Evaluation Plan Conduct Testing of Materials Submit Final Outreach Plan to HHS for Approval Phase 3: Launch Marketing and Outreach Campaign Develop Evaluation Tactics for Marketing and Outreach Refine Approach and Launch Subsequent Phases Develop and Launch Exchange Informational Website Submit Content for Informational Website to HHS for Comment Complete Systems Development and Final User Testing for Informational Website Launch Informational Website Develop a Navigator Program Develop High-level Milestones and Timeframes for Establishing Program Determine Financial Model for Navigator Program Including Grant Fund Size and Revenue Stream to Support Develop Certification Process for Navigators Develop Exchange Oversight/Quality Control for Navigator Program Including Consumer Feedback Prepare Navigator Application Process Initiate certification process for Navigators Identify Targeted Organizations in State to Serve as Navigators Identify Navigator Grant Organization Award Contracts/Grants to Navigators Train Navigators Begin Operations of Navigators
HHS Grant Reporting and Applications Core Area** Prepare & Submit Application for First Round of Level I Grant Funding Prepare & Submit Q3 Planning Grant Quarterly Report Prepare and Submit Q4 Planning Grant Report Prepare and Submit Planning Grant Final Report Final Deadline to Apply for Level I Establishment Funding Final Deadline to Apply for Level II Establishment Funding Submit Illinois Exchange 6-Year Operational Plan/Business Plan to HHS
Page 11
Start Mon 4/2/12 Mon 6/4/12 Mon 6/4/12 Mon 6/4/12 Mon 6/4/12 Thu 11/1/12 Mon 12/3/12 Tue 1/1/13 Tue 1/1/13 Wed 1/1/14 Mon 7/2/12 Mon 7/2/12 Mon 12/31/12 Fri 3/29/13 Wed 6/22/11 Wed 6/22/11 Thu 9/1/11
Finish Thu 5/31/12 Mon 12/31/12 Mon 12/31/12 Mon 12/31/12 Mon 12/31/12 Fri 11/30/12 Mon 12/31/12 Wed 12/31/14 Tue 12/31/13 Wed 12/31/14 Fri 3/29/13 Fri 9/28/12 Mon 12/31/12 Fri 3/29/13 Mon 7/1/13 Wed 8/31/11 Fri 12/30/11
Thu 9/1/11 Thu 9/1/11 Mon 1/2/12 Mon 1/2/12 Mon 1/2/12 Fri 6/1/12 Tue 1/1/13 Mon 4/1/13 Mon 7/1/13
Fri 12/30/11 Fri 12/30/11 Mon 4/30/12 Fri 3/29/13 Thu 5/31/12 Mon 12/31/12 Fri 3/29/13 Fri 6/28/13 Mon 7/1/13
Fri 6/17/11
Fri 6/29/12
Fri 6/17/11 Mon 7/25/11 Tue 10/25/11 Mon 12/26/11 Fri 12/30/11 Fri 6/29/12 Fri 9/30/11
Thu 6/30/11 Fri 7/29/11 Mon 10/31/11 Sat 12/31/11 Fri 12/30/11 Fri 6/29/12 Fri 12/30/11
