Exhibit_12_-_Integrated_Delivery_Implementation_Approach.docx

Exhibit 12 – Integrated Delivery and Implementation Approach

Purpose This Exhibit evaluates Bidder’s ability to execute a complete, end-to-end delivery of the Exchange solution, including planning, implementation, transitioning, and onboarding to ongoing operations within an EDE-first State-Based Exchange ecosystem supporting both distributed enrollment through OKEPs and direct enrollment through a consumer portal.

general instructions

· Page Limit: 25 Pages

· Font: Minimum 11-point (Arial, or Calibri)

· Margins: Minimum 1 inch

· Line spacing: Single or 1.15

· Tables and diagrams are encouraged and count toward page limits

· Avoid marketing language; focus on architecture, design decisions, and execution details

· All content within each Exhibit, including bidder instructions, narrative responses, tables, and supporting detail, shall count toward the applicable page limitations unless otherwise specified.

Response Organization Requirement Responses must be organized using the structure provided in this Exhibit. Each subsection must be clearly labeled. Failure to clearly label responses may result in reduced evaluation scores.

Response expectations The Bidder shall describe:

Delivery and Implementation Approach Bidder Instructions - Delivery and Implementation Approach:

Bidder should describe the end-to-end approach to delivering the solution across all implementation phases.

Include:

· Approach to executing each DDI stage (Planning, Design, Build, Test, Deploy)

· Sequencing of major activities across phases

· Key deliverables and outcomes for each stage

· Dependencies between stages and across workstreams

· Identification of critical path activities

· Alignment to the Integrated Project Schedule (IPS)

· Approach to coordinating implementation activities across both OKEPs and a consumer portal, including shared workflow, eligibility, and enrollment services

· Execution Realism and Feasibility

· Assumptions underlying the proposed delivery approach

· Key risks to schedule or execution and how they are mitigated

· Approach to maintaining schedule adherence

Bidder Response - Delivery and Implementation Approach:

In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Governance Model (Decisioning, Escalation, Reporting) Bidder Instructions - Governance Model (Decisioning, Escalation, Reporting):

Bidder should describe how the project will be governed throughout delivery and how this governance model will transform once the solution is implemented.

Include:

· Governance structure, including roles and responsibilities of the State, Bidder, and key stakeholders

· Decision-making framework and authority levels

· Escalation pathways and issue resolution timelines

· Reporting cadence and communication structure

· Coordination with external stakeholders (e.g., CMS, issuers, OKEPs)

· CMS Engagement Model

· Approach to managing CMS interactions, including certification activities

· Coordination of submissions, approvals, and issue resolution

· Alignment of CMS timelines with project delivery milestones

Bidder Response - Governance Model (Decisioning, Escalation, Reporting):

In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Risk, Issue, and Dependency Management Bidder Instructions - Risk, Issue, and Dependency Management Bidder should describe how risks, issues, and dependencies will be proactively managed.

Include:

· Approach to identifying, tracking, and mitigating risks

· Management of dependencies across internal teams and external entities (CMS, Issuers, OKEPs)

· Tools and processes for RAID (Risk, Assumptions, Issues, Dependencies) management

· Escalation thresholds and mitigation strategies

· Approach to managing vendor and partner dependencies

Bidder Response - Risk, Issue, and Dependency Management In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Testing Strategy (Functional, Integration, UAT, Performance) Bidder Instructions - Testing Strategy (Functional, Integration, UAT, Performance) Bidder should describe the overall testing approach across the full delivery lifecycle.

Include:

· Testing phases, sequencing, and dependencies

· Approach to functional, integration, user acceptance, and performance testing

· Coordination of testing across external partners (CMS, issuers, OKEPs)

· Approach to testing workflows across both OKEPs and a consumer portal

· Validation of shared eligibility, enrollment, notices, workflow, and integration services across multiple enrollment channels

· Test data management and environment usage

· Defect management lifecycle, including triage, prioritization, and resolution

· Alignment to Requirements Traceability Matrix (RTM)

· Enrollment Channel and Partner Testing

· Approach to validating integrations with OKEPs and issuers

· Partner certification and readiness validation

· Handling of cross-system testing scenarios

Bidder Response - Testing Strategy (Functional, Integration, UAT, Performance) In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Release and Deployment Management Bidder Instructions - Release and Deployment Management:

Bidder should describe how releases will be managed and deployed. This includes how enhancements and defects will be prioritized and confirmed in scope. This should also include considerations for state-specific responsibilities.

Include:

· Release scope prioritization and stakeholder engagement

· Release planning and scheduling approach

· Environment promotion and deployment controls

· Change control processes

· Rollback and contingency procedures

· Coordination of releases across integrated systems and partners

Bidder Response - Release and Deployment Management:

In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Production Readiness Plan Bidder Instructions - Production Readiness Plan:

Bidder should describe how the solution transitions from implementation to steady-state operations.

Include:

· Transition from DDI to Technology Transition (TT) and M&O

· Activation of service center and operational support functions

· Knowledge transfer to operations teams

· Stabilization and hypercare approach

· Operational Readiness Validation

· Defined criteria for readiness across technical, operational, and partner domains Approach to validating readiness prior to go-live

· Readiness validation across both partner-operated and consumer-facing enrollment channels

· Validation of operational workflows supporting consumers enrolling through either OKEPs or the State-operated consumer portal

Bidder Response - Production Readiness Plan:

In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

Migration / Transition-In Plan (FFM to State-Based Exchange) Bidder Instructions – Migration / Transition-In Plan (FFM to State-Based Exchange):

Bidder should describe the plan to transition the State and consumers from the Federally Facilitated Marketplace (FFM) to the State-Based Exchange (SBE) solution.

Include:

· End-to-end approach for transitioning from FFM to the State’s SBE solution

· Identification of all transition components, including:

· Consumer accounts and enrollment data

· Eligibility determinations and application data

· Issuer data and plan information

· Broker/agent (OKEP) relationships and certifications

· Notices, communications, and document history (as applicable)

· Approach to coordinating with CMS for data extraction, transfer, and validation

· Data migration strategy, including sequencing, transformation, validation, and reconciliation

· Approach to transitioning and validating consumer-facing functionality across both OKEPs and a consumer portal

· Approach to ensuring continuity of coverage and enrollment accuracy during transition

· Coordination with issuers and OKEPs to support transition readiness and minimize disruption

· Handling of in-flight transactions, including applications, enrollments, and eligibility updates during the transition period

· Timeline and sequencing of transition activities, including key milestones and dependencies

Bidder Response – Migration / Transition-In Plan (FFM to State-Based Exchange):

In this section, the Bidder shall provide its complete written response to the instructions stated above. Responses must be clearly labeled and organized in accordance with this Exhibit.

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