Status report through week ending May 23, 2014

Report
Cover Oregon
Weekly status report covering week 2
For week ending May 23, 2014
Transition Project Director: Tina Edlund
Senior Project Manager: Sarah Miller
Submitted by: Deloitte Consulting
Submission Date: May 27, 2014
Version 1
Executive Summary
Overall Status
Y
Needs Attention
Rationale: Lack of direct access to OHA development/test environments through the
end of Week 2, has slowed down progress on the verification of OHA MAGI solution.
Key Accomplishments
• Submitted Deliverable 2 – Status Report for Week 1
• Submitted Deliverable Expectations Documents for: MAGI Medicaid Roadmap, Requirements Catalog, QHP to FFM Strategy for
state review
• FFM data collection tool for Oregon-specific Medicaid Program rules completed and submitted to CMS on May 23
• Began assessment of the Cover Oregon site to identify content needed to support the transition to FFM
• Application Intake & Case Management and Interfaces Account transfer team sessions contributing to data crosswalks
• Reviewed programs/benefit hierarchies for MAGI Medicaid Children’s Health Insurance Program (MAGI MA/CHIP) eligibility and
reviewed Non-Financial rules to identify gaps in the current Cover Oregon rule set
• Initiated the review of available Oregon Health Authority (OHA) security policies, procedures, security design, security system
plan and other security related artifacts
• Initiated ‘significant challenges (in transition to FFM by Nov)’ discussion to identify and prioritize scope decisions
Key Next Steps
•
•
•
•
•
Discuss and document ‘significant challenges (in transition to FFM by Nov)’ and associated decisions needed to overcome them
Review use cases, process flows and requirements with Modified Gross Adjusted Income (MAGI) Medicaid project stakeholders
Review key financial rules for MAGI Medicaid/CHIP programs and document gaps in the current Cover Oregon rule set
Complete services mapping matrix which compares State MAGI validation plan to FFM services
Develop refined Application Intake options in conjunction with Security, Application Intake, and Eligibility teams
Key Issues/Risks
• Lack of direct access to OHA development/test environments through the end of Week 2 of the assessment, is negatively
impacting available time for Deloitte to make feasible assessment of OHA system current state
Status Report for week ending May 23, 2014
1
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Cover Oregon – Status Report Dashboard
#
Week ending May 23, 2014
%
Complete
Key Deliverables
Completion
Date
Sign-Off
Date
Status
Workstream #1: Project Management
1.1
Project approach and staffing plan
100%
May 14, 2014
May19, 2014
G
1.2
Weekly status report covering week 1
100%
May 19, 2014
May 22, 2014
G
1.3
Weekly status report covering week 2
80%
May 26, 2014
May 29, 2014
G
1.4
Weekly status report covering week 3
0%
June 2, 2014
June 5, 2014
N
1.5
Weekly status report covering week 4
0%
June 9, 2014
June 12, 2014
N
1.6
Weekly status report covering week 5
0%
June 16, 2014
June 19,2014
N
1.7
Final status report covering weeks 1-6
0%
June 20, 2014
June 25, 2014
N
In Progress
June 20, 2014
June 25, 2014
G
Workstream #2: Transition QHP to FFM
2.1
QHP to FFM Roadmap
Workstream #3: Support MAGI Medicaid
3.1
Web Presence Strategy
In Progress
June 18, 2014
June 23, 2014
G
3.2
Security Strategy
In Progress
June 18, 2014
June 23, 2014
G
3.3
Organization Change Mgmt (OCM) Strategy
Started
June 18, 2014
June 23, 2014
G
3.4
Requirements Catalog
In Progress
June 18, 2014
June 23, 2014
G
3.5
MAGI Medicaid Roadmap
In Progress
June 20, 2014
June 25, 2014
Y
% Complete
Legend
Status
Legend
N
0% - Not Started
50% - Half-way Complete
90% - Submitted for Approval
10% - Started
70% - Well Underway
100% - Complete / Approved
20% - In Progress
80% - Submitted for Review
Not Started
G
On Track
Status Report for week ending May 23, 2014
Y
Needs attention
2
R
At risk of meeting timelines
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Cover Oregon – Status Report Dashboard
#
Week ending May 23, 2014
Key Activities
%
Complete
Status
100%
G
Workstream #1: Project Management
1
Definition of Project methodology, Project management approach, and anticipated staffing for activities
within this SOW
2
Planning, coordination, and weekly status reporting of activities within this SOW
On-going
G
3
Daily oral briefings with Cover Oregon’s Contract Administrator
On-going
G
20%
G
Workstream #2: Transition QHP to FFM
1
Development of a strategy roadmap for transitioning individual enrollment for Qualified Health Plans to
Federally Facilitated Marketplace
Workstream #3: Support MAGI Medicaid
1
Scoping and recommendation of a strategy for interfaces
20%
G
2
Comparison of data models
20%
G
3
Requirements clarification and catalog update
20%
G
4
Development of a strategy for the web presence for the Medicaid Eligibility System Front End
10%
G
5
Hub On-Boarding Work & Bi-Directional Account Transfer Initiation Work
10%
G
6
Complete a Security Assessment/Establish Security Strategy
10%
G
7
Establish scope for organizational change management and training
0%
N
8
Establish scope for all types of testing
10%
G
9
Contingency planning for subsequent work
0%
N
% Complete
Legend
Status
Legend
N
0% - Not Started
50% - Half-way Complete
90% - Submitted for Approval
10% - Started
70% - Well Underway
100% - Complete / Approved
20% - In Progress
80% - Submitted for Review
Not Started
G
On Track
Status Report for week ending May 23, 2014
Y
Needs attention
3
R
At risk of meeting timelines
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Appendix
Status by Team
Leads: David F./Annamarie B.
Status by Team
Workstream #1: Project Management Team
Accomplishments (prior week)
•
•
•
•
•
Executed daily oral briefings with Cover Oregon’s Contract Administrator
Coordinated access to State SharePoint site for all Deloitte resources
On-boarded four additional Deloitte resources (per plan) and State team leads
Coordinated two weeks of weekly meeting schedules with Deloitte and State team leads
Coordinated ‘significant challenges (in transition to FFM by Nov)’ discussion with State leads; updates emailed
to the team leads
• Submitted Deliverable Expectations Documents for MAGI Medicaid Roadmap, QHP to FFM Roadmap,
Requirement Catalog
• Prepared Deliverable 2 – Status Report for Week 2 for submission
Upcoming Work (current week)
• Collaborate with OHA and Cover Oregon to obtain access to OHA and Cover Oregon’s development and test
environments
• Coordinate consolidation of work plans with the State PMO lead
• Execute daily oral briefings with Cover Oregon’s Contract Administrator
• Prepare Deliverable 3 – Status Report for Week 3 for submission
Issues/Risks
• None
Status Report for week ending May 23, 2014
5
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Leads: [client - TBD]/Kevin K.
Status by Team
Workstream #2: QHP Transition to FFM Team
Accomplishments (prior week)
• Plan Management
•
•
•
•
Completed first instance of Carrier Binder Training
Drafted a work plan with inclusion of Centers for Medicare & Medicaid Services (CMS) materials
Submitted list of 20 questions to CMS to better understand end-to-end process
Developed and submitted QHP to FFM Roadmap Deliverable Expectations Document (DED)
• Web based strategy – formulating
• Conducted initial brain storming session for web strategy focusing on ‘significant challenges (in transition to FFM by Nov)’ for security
(how public is public) and the baseline needs for a web portal
• Participated in ‘significant challenges (in transition to FFM by Nov)’ meeting and identified base data collection requirements for
Modified Adjusted Gross Income Medicaid (MAGI Medicaid) application
• Began assessment of the Cover Oregon site to identify content needed to support the transition to Federally Facilitated Marketplace
(FFM)
• Started reviewing other FFM state sites to identify the ideas for Oregon’s home page
• Developed DED and deliverable outline for web strategy deliverable
Upcoming Work (current week)
• Plan Management
• Review answers to questions submitted to CMS to help us understand end-to-end process and begin defining gaps (TBD)
• Review and update draft work plan to define activities required between current date and November 2014
• Discuss communication tools/process with the carriers
• Web based strategy – formulating
• Begin defining the user work flows for the Cover Oregon information pages, MAGI (Modified Adjusted Gross Income) Medicaid, and the
FFM links
• Continue reviewing other FFM state sites to identify the ideas for Oregon’s home page and other capabilities (i.e. pre-screen)
• Continue assessment of the Cover Oregon site to identify content needed to support the transition to FFM
• Begin reviewing available Portal solutions to support the MAGI Medicaid applications (Cover Oregon, Oregon Benefits Online, paper
application..)
Issues/Risks
• Need state contact for Broker/Agent/Navigator track
Status Report for week ending May 23, 2014
6
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Leads: Carol B./Yer V./Stephanie R.
Status by Team
Workstream #3: Application Intake & Case Management Team
Accomplishments (prior week)
• Initiated data crosswalk validations consisting of multiple system data fields and their respective alignments to
understand flow and consistency of data across Cover Oregon (PDF application), CMS Account Transfer
Interface and OHA application
• Conducted requirements validation sessions to initiate requirements catalog and fit gap assessment for
Application Intake & Case Management process areas, based on Cover Oregon and Oregon Health Authority
(OHA) requirements documents
• Conducted follow up reviews of the Cover Oregon web portal
Upcoming Work (current week)
•
•
•
•
•
Continue review of Cover Oregon and OHA Siebel application and available documentation
Review existing OHA application functionality by walking through selected end-to-end use cases
Continue validation of Requirements Catalog for Application Intake and Case Management
Continue fit gap assessment of initial requirements
Review use cases, process flows and requirements with Modified Gross Adjusted Income (MAGI) Medicaid
project stakeholders
Issues/Risks
• Lack of direct access to OHA development/test environments through the end of Week 2 of the assessment, is
negatively impacting available time for Deloitte to make feasible assessment of OHA system current state.
Status Report for week ending May 23, 2014
7
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Leads: Joyce C./Vivian L./Praneet R.
Status by Team
Workstream #3: Eligibility & Enrollment Team
Accomplishments (prior week)
• Validated programs and benefit hierarchies for MAGI Medicaid Children’s Health Insurance Program (MAGI
Medicaid/CHIP) eligibility
• Reviewed non-financial rules for MAGI Medicaid/CHIP programs and identified gaps in the current Cover
Oregon rule set
• Reviewed key household composition rules for MAGI cases
• Discussed and documented existing enrollment process flow and existing notice generation process flow
• Continuing to conduct gap analysis to determine gaps in Oracle Policy Automation (OPA) rules vs. MAGI
Medicaid/CHIP eligibility required rules
• Continuing to identify gaps in OHA data model vs. required data elements for eligibility determination
Upcoming Work (current week)
• Review key financial rules for MAGI Medicaid/CHIP programs and document gaps in the current Cover Oregon
rule set
• Identify gaps in Oregon Health Authority (OHA) data model vs. required data elements for eligibility
determination
• Identify gaps in OHA data model vs. required data elements for storing eligibility determination results
• Conduct gap analysis to determine gaps in Cover Oregon Notices requirements to support minimum
Affordability Care Act (ACA) compliance
Issues/Risks
• None
Status Report for week ending May 23, 2014
8
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Leads: Britt S./Sandeep C.
Status by Team
Workstream #3: Interfaces Team
Accomplishments (prior week)
• Conducted four validation meetings with Oregon Health Authority (OHA) & Oracle team members to discuss
Verification Interfaces, Account Transfer and Medicaid file transfer process from Cover Oregon to OHA
Medicaid Application
• Updated services mapping matrix which compares State Modified Adjusted Gross Income (MAGI) validation
plan to Federally Facilitated Marketplace (FFM) services
• Continued progress on updating data crosswalk document which maps data elements across Account Transfer
payload, Cover Oregon and OHA Siebel applications
• Created process flows / use cases for FFM to State & State to FFM account transfer functionality
• Performed analysis of OHA Siebel repository to document the amount of customization, complexity and usage
of best practices
Upcoming Work (current week)
•
•
•
•
•
•
•
•
Conduct follow up meeting with OHA, Cover Oregon & Oracle to address open questions and action items
Complete services mapping matrix which compares State MAGI validation plan to FFM services
Explore leveraging requirement matrix from other states that have built the FFM interfaces
Continue validating the Requirement Catalog for interfaces
Refine process flows / use cases for FFM to State & State to FFM account transfer functionality
Create Interface Architecture diagram to show interactions between OHA applications
Continue security review meeting with OHA Oracle, Identity Management (IDM) resource
Submit paper work on the dual hub connection
Issues/Risks
• Lack of direct access to OHA development/test environments through the end of Week 2 of the assessment, is
negatively impacting available time for Deloitte to make feasible assessment of OHA system current state.
Status Report for week ending May 23, 2014
9
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Leads: Stefan R./Debi M.
Status by Team
Workstream #3: Security Team
Accomplishments (prior week)
• Initiated the review of available Oregon Health Authority (OHA) security policies, procedures, security design,
security system plan and other security related artifacts
• Coordinated with the application teams to define the security boundary for the solution and created the draft
architectural diagram for further discussions
• Identified the key security deliverables and tentative completion timeline for connecting with federal hub
• Participated in the discussions to identify key security items (i.e. security tools requirements, user identity
management and disaster recovery) and the approach for Nov-2014 deployment timeline
• Initiated discussion to identify the scope for user registration for Nov-2014 and the strategy to achieve a fully
functional user portal for registration and self-service activities
Upcoming Work (current week)
• Continue to work with the Chief Information Security Officer (CISO) office and security team to identify the
gaps as per Center for Medicare and Medicaid Services (CMS) security requirements and define a roadmap to
achieve the compliance
• Review the detail OHA security infrastructure including IAM infrastructure and associated configurations, data
base encryptions and web service security
• Validate the draft security requirements and the prioritization for Nov-2014
• Begin defining the security strategy for Nov-2014 and beyond to meet CMS security requirements
• Meet with CMS to review FFM security process and requirements
Issues/Risks
• Lack of direct access to OHA development/test environments through the end of Week 2 of the assessment, is
negatively impacting available time for Deloitte to make feasible assessment of OHA system current state.
Status Report for week ending May 23, 2014
10
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Leads: Rob T./Jeremy B.
Status by Team
Workstream #3: Solution Architecture & Infrastructure Team
Accomplishments (prior week)
• Review Oregon Health Authority (OHA) Environment Strategy to understand mapping of testing activity (Unit,
System/Integration, User Acceptance, Performance) to environments
• Development of to-be High Level Solution Architecture draft is in-progress
• Began developing Integration Security Strategy draft in conjunction with Security team
• Reviewed OHA Production Infrastructure to understand current physical architecture, scalability, and High
Availability/Disaster Recovery capability
• Participated in Web presence strategy session to align across multiple teams
• Participated in Data Conversion sessions to develop initial strategy options
Upcoming Work (current week)
• Validate to-be High Level Solution Architecture draft with State Architect
• Validate to-be Integration Security Strategy draft with Security Team and State Security Architects
• Provide recommendation on leveraging Cover Oregon Fed Integrations for reuse in OHA in conjunction with
Security and Integration teams
• Develop refined Application Intake options in conjunction with Security, Application Intake, and Eligibility
teams
• Review and publish OHA Siebel repository analysis report on customization and best practices
• Develop refined Data Conversion strategy options
Issues/Risks
• Need access to Household Grouping design from OHA team to validate implications on assessment and inform
the MAGI Medicaid Roadmap deliverable
• Oracle Web Services Manager (OWSM) not currently in a de-militarized zone which exposes the web services
to external threats
Status Report for week ending May 23, 2014
11
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Leads: David V./Dmitry K.
Status by Team
Workstream #3: Testing Team
Accomplishments (prior week)
• Facilitated planning sessions to define scope for all relevant types of testing to be performed
• Discussed Testing Strategy Overview with the Modified Adjusted Gross Income (MAGI) Medicaid project teams
• Participated in the Eligibility and Enrollment meetings to clarify scope of testing for future MAGI
implementation phases
• Initiated development of an approach for Testing Strategy to be used in the future roadmap
Upcoming Work (current week)
• Facilitate planning sessions to clarify roles and responsibilities across the project testing team
• Facilitate discussion to define requirements for testing environments and for creating test data
• Schedule meeting with Track leads to estimate the number and type of test scenarios needed
Issues/Risks
• None
Status Report for week ending May 23, 2014
12
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Leads: Chris B./Nancy R./Lali C.
Status by Team
Workstream #9: Reporting Team
Accomplishments (prior week)
• Decision: OHA database will be the only source for Reporting
• Identified some of the suggested Modified Gross Adjusted Income (MAGI) Medicaid Affordable Care Act (ACA)
compliant reports
• Identified some of the suggested Consumer Information and Insurance Oversight (CCIIO) reports
Upcoming Work (current week)
• Review current OHA and Cover Oregon reports and conduct deep dive analysis for Reporting scope for
minimum ACA compliance for Nov 2014
• Obtain and analyze Centers for Medicare & Medicaid Services (CMS)/CCIIO minimum reporting needs
• Review MAGI Medicaid reporting requirements from a sample Determination state
Issues/Risks
• None
Status Report for week ending May 23, 2014
13
Copyright © 2014 Deloitte Development LLC. All rights reserved.
Leads: Chris B./Nancy R./Lali C.
Status by Team
Workstream #5: Data Conversion Team
Accomplishments (prior week)
• Initiated discussion on Data Conversion needs for Nov 2014
• Participated in the data cross walk approach discussions
Upcoming Work (current week)
• Conduct a deep-dive Analysis for data mapping between Cover Oregon and Oregon Health Authority (OHA)
systems to examine the following:
• Understand the current OHA Process Flow
• Discuss data issues like duplicate client data and its implications on Data Conversion
• Semantic differences in data definition of fields between Cover Oregon and OHA
• Policy and Process implications due to this conversion
Issues/Risks
• Data model / Data Dictionary for Cover Oregon and OHA needs to be updated leaves a significant body of
work to be completed for the assessment
• Need access to Household Grouping design from OHA team to validate implications on assessment and inform
the MAGI Medicaid Roadmap deliverable
Status Report for week ending May 23, 2014
14
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Leads: [client - TBD]/Jennifer M.
Status by Team
Workstream #3: Org Change Management Team
Accomplishments (prior week)
• Drafted the Deliverable Expectations Document for Organization Change Management (OCM) Strategy
• Prepared for Cover Oregon and Oregon Health Authority (OHA) staff interviews
• Reviewed Cover Oregon OCM documentation
Upcoming Work (current week)
• Identify Modified Gross Adjusted Income (MAGI) Medicaid project staff to interview, schedule meetings, and
conduct interviews
• Conduct Cover Oregon and OHA staff interviews
• Consolidate notes from interviews
• Conduct follow-up conversations as needed
Issues/Risks
• None
Status Report for week ending May 23, 2014
15
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