Exhibit M, Deliverables.pdf

750 KB Posted

Attached to
Enrollment Broker
Solicitation number
HHS0016867
Issued by
Travis County, Austin City, Texas

About this file

Written by GovTribe AI ·

Summary

This Exhibit M document outlines the deliverables and acceptance requirements for RFP No. HHS0016867, an Enrollment Broker contract with the Texas Health and Human Services Commission (HHSC). The contract encompasses 120 distinct deliverables organized across four operational phases: Contract General Requirements, Transition Phase, Operations Phase, and Turnover and Contract Closeout Phase. Deliverables include facility reports, personnel documentation, security assessments, financial statements, policy and procedure manuals, training plans, quality management plans, enrollment and reconciliation reports, outreach tracking, and technology infrastructure documentation. The submission and review process requires all written deliverables to be published electronically using HHSC-approved collaboration tools such as Microsoft SharePoint, with deliverables due on specified dates ranging from initial submission within 30 to 180 calendar days after contract execution through ongoing operational reporting on daily, weekly, monthly, quarterly, and annual schedules. HHSC conducts formal review and approval of each deliverable to ensure conformance with contract specifications, with contractors permitted ten business days to correct and resubmit rejected deliverables unless otherwise agreed upon in writing.

The contract establishes strict deliverable management protocols whereby contractors must provide written notification and revised schedules if any deliverable cannot be submitted by the deadline, with HHSC retaining sole discretion to accept or reject proposed schedule revisions. All written deliverables must incorporate HHSC-approved branding and be free of copyrighted materials, with the contractor responsible for maintaining accuracy, completeness, and appropriate content throughout the contract term. Changes to deliverables must follow the HHSC-approved Change Management Plan (EBDEL-0028), and contractors remain liable for corrections related to timeliness, defects, errors, and omissions even after HHSC acceptance. Any deliverable not explicitly accepted by HHSC is deemed rejected, and the contractor must comply with all deliverable requirements to maintain acceptable contract performance across facilities, personnel, security, financial, operational, and technology domains.

View the file

Other files

File Type Posted
PL-01_Activity Volumes Report.xlsx XLSX spreadsheet
PL-05_MDCP Release Volumes.xlsx XLSX spreadsheet
Exhibit L, Cost Proposal.xlsx XLSX spreadsheet
Exhibit Q, HHS Information Security and Privacy Requirements.pdf PDF
Exhibit W, Official Correspondence Process.pdf PDF
PL-11_HHS Information Security Controls.pdf PDF
PL-07_EB Trading Partners.docx DOCX document
PL-08_HHS Circular C-027 Fraud, Waste, and Abuse.pdf PDF
PL-14_FREW 2025 HHSC Vendor Retention Memo.pdf PDF
Exhibit N, Key Performance Measures.pdf PDF
PL-03_Enrollment Broker Data.docx DOCX document
Exhibit U, DIR Instructions to Vendors on US Section 508 VPAT Completion.pdf PDF
ESBD_524990_1783544400560_RFP HHS0016867 Enrollment Broker.pdf PDF
Exhibit E, Federal Assurances Non-Construction V. 1.1.pdf PDF
Exhibit V, HHS Online Bid Room Information.pdf PDF
Exhibit G, Exceptions Form.docx DOCX document
Exhibit F, Certification Regarding Lobbying.pdf PDF
Exhibit T, HHSC Disclosure Statement-Enrollment Broker.pdf PDF
PL-06_TX_Manged Care_Service Map 01-25.pdf PDF
Exhibit D-1, Texas HHS System – Data Use Agreement - Attachment 2 to the DUA, Security and Privacy Inquiry (SPI), Version 2.1.pdf PDF
Exhibit B, Health and Human Services (HHS) Uniform Terms and Conditions – Vendor, Version 3.4.pdf PDF
Exhibit I, Federal Funding Accounting and Transparency Act (FFATA) Certification Form.pdf PDF
PL-04_HCBS Release Volumes.xlsx XLSX spreadsheet
PL-15_FREW 6_24 - 5_25 Annual Monitoring Report.pdf PDF
PL-12_HHS System Change Management Process.docx DOCX document
Exhibit A, HHS Solicitation Affirmations, Version 2.10.pdf PDF
Exhibit P, Insurance Requirements.pdf PDF
Exhibit D, Data Use Agreement (DUA), Version 8.5.pdf PDF
Exhibit S, Information Technology Infrastructure Library (ITIL) Severity Levels.pdf PDF
PL-10_HHS Brand Guide.docx DOCX document
PL-02_Enrollment Volume.xlsx XLSX spreadsheet
PL-16_FREW Case Management Informing Document.pdf PDF
Exhibit C, Health and Human Services (HHS) Additional Provisions Version 1.0.pdf PDF
Exhibit R, DCS RFO Language (POL-604-10).pdf PDF
Exhibit O, Subcontracting Plan Requirements.pdf PDF
Exhibit K, Consensus Scoring Rubric.pdf PDF
PL-13_Enterprise Change Mangement Policy v 1.3.docx DOCX document
Exhibit X, Procurement Library.pdf PDF
Exhibit J, Enrollment Broker Statement of Work.pdf PDF
Show all 39

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file
Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

Exhibit M, Deliverables

RFP No. HHS0016867

RFP No. HHS0016867 Exhibit M

Enrollment Broker Acceptance Process

HHSC will conduct a review of each Service and Deliverable to determine whether it conforms to the requirements set forth in the Contract. HHSC may require a walk-through of the Deliverable in advance of delivery. HHSC will provide ten (10) Business Days advanced notice to Contractor when a Deliverable walk-through is required.

a. Submission and Review Process for Written Deliverables

Deliverables must be published in a manner that enables visibility, collaboration, and ease of use for HHSC. The Contractor must:

1. Make all written Deliverables available electronically;

2. Use HHSC approved Solution to publish the written Deliverables online (e.g., Microsoft SharePoint or another HHSC approved collaboration tool).

3. Provide Deliverables that show HHSC approved branding and are free of any copyrights;

4. Update written Deliverables throughout the Contract term as changes occur to Enrollment Broker and available resources; and

5. Utilize the process as outlined in the HHSC approved Change Management Plan (see EBDEL-0028) to propose changes to written Deliverables throughout the Contract term.

Before delivery, the Contractor must review each Deliverable for accuracy, completeness, and appropriate content. The Contractor shall provide each written Deliverable to the HHSC approved mailbox on or before the date and time specified in this exhibit.

b. Deliverable Acceptance

Contractor must provide the Deliverables on or before the dates specified in this exhibit. Each Deliverable must be reviewed and approved by HHSC prior to its use. Approval will be granted if HHSC determines the Deliverable conforms to the accepted Deliverable Expectation Document (DED) and the specifications identified in the Contract. HHSC acceptance of any Deliverable does not relieve the Contractor of the liability or responsibility for corrections for timeliness, subsequent defects, errors, and/or omissions discovered or experienced in connection with the Deliverable. If any Deliverable cannot be provided within the scheduled timeframe, the Contractor’s Project Manager must contact HHSC’s Project Manager, in writing, and provide a reason for the delay and the proposed revised schedule, which HHSC may accept or reject at its sole discretion. HHSC’s acceptance of a Deliverable after the applicable due date does not relieve the Contractor from its obligation to submit a complete Deliverable by the specified due date.

HHSC shall notify the Contractor in writing of Deliverable approval or rejection, along with the reason(s) for rejection and the steps the Contractor must complete so the Deliverable will be acceptable. The Contractor shall have ten (10) Business Days, or as otherwise agreed in writing by HHSC, to correct the Deliverable and resubmit the Deliverable for HHSC review. By mutual agreement of HHSC and the Contractor in writing, the Deliverable review and resubmission timelines set forth in this section may be increased or decreased for individual Deliverables. Upon receipt of the corrected and resubmitted Deliverable, HHSC shall review the corrected Deliverable to confirm that the identified deficiencies have been corrected and brought into compliance with specifications and that the corrections have not directly or indirectly caused other deficiencies. HHSC shall have the option to continue the evaluation process until the Deliverable is brought into compliance with the Contract specifications. Any Deliverable that is not explicitly accepted by HHSC is rejected.

c. Deliverable Due Dates

A Service or Deliverable provided by the Contractor after the specified date and time (i.e., deadline) is deemed received on the next Business Day. If a due date falls on a weekend or holiday, such Service or Deliverable must be submitted by Contractor on the Business Day immediately following the weekend or holiday.

If any Service or Deliverable cannot be provided on or before the specified deadline, the Contractor must provide written notification to HHSC with an explanation for the delay and the proposed revised schedule, which HHSC may accept or reject at its sole discretion.

The following tables provide Deliverables by General (Table 1), Transition (Table 2), Operations (Table 3), and Turnover and Contract Closeout (Table 4) Phases.

Contractor shall provide a Deliverable or a set of Deliverables and associated Deliverables Expectation Document (DED) for each requirement identified as a Deliverable in the Contract. All Deliverables will be provided to HHSC in an agreed upon timely manner.

Table 1: Contract General Deliverables

DELIVERABLES: CONTRACT GENERAL REQUIREMENTS

Deliverable ID # Req ID# Deliverable Due Date Frequency

EBDEL-0001 EBFAC-0006 Facilities Site Seating and Head Count Report

Fifteenth (15th) Business Day of each month Monthly

EBDEL-0002 EBPER-0008 EB Personnel Report First (1st) Business Day of each week and the first Business Day of each month

Weekly and Monthly

EBDEL-0003 EBSEC - 0002 Security Assessment Report

Ninety (90) Business Days before Operational Start Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC.

EBDEL-0004 EBSEC - 0004 Security Management Plan

One hundred twenty (120) Calendar Days before the effective Operational Start Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC.

EBDEL-0005 EBSEC - 0007 Internal System Security Assessment Report

Ninety (90) days before Operational Start Date

Annually

EBDEL-0006 EBSEC-0008 Systems Security Assessment Report (Biennial)

One hundred twenty (120) days after Contract year ends

Biennially

EBDEL-0007 EBRFD -0001 Accounting Policy, and Federal Disclosure

Forty-five (45) Calendar Days after the Contract Effective Date

Within ten (10) Business Days of a material change as required by HHSC.

EBDEL-0008 EBRFD-0002 Capital Items Report Ninety (90) Calendar Days after Contract Execution

Quarterly on December 15th, March 15th, June 15th, September 15th of each calendar year or as required by HHSC

EBDEL-0009 EBRFD –

Monthly Contract Invoice & Allowable Cost Report

Fifth (5th) Business Day of the month following the reporting month

Monthly

EBDEL-0010 EBRFD –

Annual Contract Expense Statement

Ninety (90) Calendar Days after the end of each operational year and after the termination of the Contract

Annually

EBDEL-0011 EBRFD –

Monthly Finance Variance Analysis Report

Fifth (5th) Business Day after the end of each calendar reporting month

Monthly

EBDEL-0012 EBRFD –

Notification of Legal and other Proceedings, and Related Events

By September 1st of each year or within thirty

(30) Calendar Days of becoming aware of any proceedings or related events

Annually and per proceeding or related new events

EBDEL-0013 EBRFD –

HHSC Disclosure Statement

Before Operational Start Date and by September 1st every year after

Annually and within thirty (30) Business Days of a change

EBDEL-0014 EBRFD –

Affiliate Report September 1st Annually

EBDEL-0015 EBRFD –

Audited Annual Financial Statement

Within one hundred (100) Calendar Days of the end of each State Fiscal Year

Annually

Table 2: Transition Phase

DELIVERABLES: TRANSITION PHASE

Deliverable ID # Req ID# Deliverable Due Date Frequency

EBDEL-0016 EBPRM – 0002 Transition Work Plan

Ninety (90) Calendar Days after Contract Execution

As required by HHSC

EBDEL-0017 EBPRM - 0005 Risk Management Plan

Forty-five (45) Calendar Days after Contract Effective Date.

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0018 EBHRM -0001 Organizational Chart and Staffing Plan

Thirty (30) Calendar Days after Contract Execution

Annually or, within ten (10) Business Days of a material change or a change in key personnel, or as required by HHSC

EBDEL-0019 EBASM-0004 Physical Security Plan

Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0020 EBRDR - 0005 Readiness Assessment Report

Within five (5) Business Days after the date the Readiness Assessment is completed

One-time

EBDEL-0021 EBRDR - 0007 KPM Process and Calculation Method

Ninety (90) Calendar Days before the Operational Start Date

Annually or, one hundred eighty

(180) days prior to the contract expiration date, within ten (10) Business Days of a material change, or as required by HHSC

EBDEL-0022 EBRDR - 0009 EB Policies, Procedures and Business Rules

Thirty (30) Calendar Days before the Operational Start Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0023 EBRDR - 0010 Document Management Process Plan

Forty-five (45) Calendar Days before the Operational Start Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0024 EBRDR – 0011 Business Operations Work Plan

Ninety (90) Calendar Days after Contract Execution

Annually on the contract effective date, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0025 EBRDR - 0012 Training Plan Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0026 EBRDR - 0013 Quality Management Plan

Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0027 EBRDR - 0014 Communication and Coordination Management Plan

Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0028 EBRDR - 0015 Change Management Plan

Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0029 EBRDR - 0016 Language Access Plan

Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0030 EBRDR - 0017 Call Handling Plan Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0031 EBSYR – 0001 Systems Readiness Plan

Ninety (90) Calendar Days after Contract Execution

As required by HHSC

EBDEL-0032 EBSYR - 0005 Interface Control Document (ICD)

Forty-five (45) Calendar Days before the Operational Start date.

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0033 EBSYR - 0008 Complete Asset Inventory

Ninety (90) Calendar Days prior to Operational Start

One time

EBDEL-0034 EBSYR - 0011 Disaster Recovery and Business Continuity Plan

One hundred fifty (150) Calendar Days after Contract Effective Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0035 EBSYS - 0014 End User Device Policy

One hundred twenty (120) Calendar Days after Contract Effective Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0036 EBSYR - 0015 List of Enrollment Broker Assets Report

Ninety (90) Calendar Days prior to Operational Start

Quarterly or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0037 EBSYR - 0019 Configuration Management Plan

Sixty (60) Calendar Days after Contract Effective Date.

Annually or, within five (5) Business Days of a material change, or as required by HHSC

Table 3: Operations Phase

Deliverable ID # Req ID# Deliverable Due Date Frequency

EBDEL-0038 EBREQ - 0010 Incident Report As needed

EBDEL-0039 EBREQ - 0011 Biennial Third-Party Security Assessment Report

February 6th Biennially

EBDEL-0040 EBREQ - 0016 Post Implementation Report Within thirty (30) Calendar Days of deployment and implementation

Per deployment

EBDEL-0041 EBREQ-0018 Recommendation Report Thirty-five (35) Calendar Days after Operational Start Date

Annually, thirty-five (35) Calendar Days after each Operational year

EBDEL-0042 EBREQ-0019 Annual Progress and Statistics Report

Thirty-five (35) Calendar Days after Operational Start Date

Annually, thirty-five (35) Calendar Days after each Operational year

EBDEL-0043 EBREQ - 0020 P92/P94/P020/PNF Monitoring Report

Fifth (5th) Calendar Day of each month

Monthly

EBDEL-0044 EBREQ-0022 Monthly Status and Key Performance Measures Report

Twentieth (20th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0045 EBREQ- 0023 Enrollment Broker Operations Annual Reports List

January 15th Annually

EBDEL-0046 EBREQ- 0025 Managed Care and CHIP Systems Calendar

Fifth (5th) Business Day of the month following the reporting month

Monthly

EBDEL-0047 EBREC-0003 Document Retention Obligations in Frew, et al. vs.

Muth, et al

Fifth (5th) Business Day of each calendar quarter

Quarterly

EBDEL-0048 EBREC-0013 Subtractor Oversight Audits Report

Thirty (30) Calendar Days after end of each calendar quarter

April 30th, July 30th, October 30th, January 30th

Quarterly

EBDEL-0049 EBFND-0009 MBI Zero Premiums Consolidation Report

Fifth (5th) Business Day of the month

Monthly

EBDEL-0050 EBFND-0014 MBI Premium Payments Consolidation Report

Fifth (5th) Business Day of the month

Monthly

EBDEL-0051 EBFND-0015 MBI Updates Consolidation Report

Fifth (5th) Business Day of the month

Monthly

EBDEL-0052 EBFND-0016 MBI Issues Consolidation Report

Fifth (5th) Business Day of the month

Monthly

EBDEL-0053 EBFND-0024 MBI Non-Payment Consolidation Report

Fifth (5th) Business Day of the month

Monthly

EBDEL-0054 EBFND-0051 Third Party Resources Report Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0055 EBFND-0054 CHIP Cost Share Report November 15th Annually

EBDEL-0056 EBCMP-0007 Complaint and Dispute Report Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0057 EBENR-0050 Quarterly Special Health Care Needs Report

December 10th, March 10th, June 10th, September 10th

Quarterly

EBDEL-0058 EBENR-0062 Monthly Reconciliation Balancing Report

First (1st) Business Day of each month

Monthly

EBDEL-0059 EBENR-0077 Weekly Overlapping Enrollment Report

First (1st) Business Day of each week

Weekly

EBDEL-0060 EBENR-0078 Monthly Overlapping Enrollment Report

Monday after HHSC cutoff Monthly

EBDEL-0061 EBENR-0079 Enrollment Variance Report First (1st) Business Day after variance is identified

Per variance

EBDEL-0062 EBENR-0080 Medicaid Managed Care Provider Directories Report

December 10th, March 10th, June 10th, September 10th

Quarterly

EBDEL-0063 EBENR - 0082 Enrollment Escalation Report Last Business Day of each week

Weekly

EBDEL-0064 EBENR - 0083 Denied Enrollment Transaction Report

Last Business Day of each week (excluding the week of cut-off)

Weekly

EBDEL-0065 EBENR - 0084 Overlapping Coverage Report Ten (10) Business Days after HHSC cut-off

Monthly

EBDEL-0066 EBOTR-0014 Community Engagement Quarterly Report

December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0067 EBOTR-0018 Provider Outreach Referral Service Provider Participation Report

Twentieth (20th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0068 EBOTR-0019 Monthly Enrollment Report Fifth (5th) Business Day of the month following the reporting month

Monthly

EBDEL-0069 EBOTR-0020 Monthly Pregnant Women Enrollment Report

Fifth (5th) Business Day of the month following the reporting month

Monthly

EBDEL-0070 EBOTR-0021 Medicaid Managed Care Outreach Report

Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0071 EBOTR - 0022 Case Management Referral, Informing, and Outcomes- Pregnant Women Report

December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0072 EBOTR-0023 Case Management Informing for Children and Pregnant Women Report

Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0073 EBOTR-0024 Case Management Informing Outreach Letters and Material Reporting Requirements Monthly Report

Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0074 EBTHS-0031 THSteps Outreach Effectiveness Report for Medical and Dental Checkups

December 20th, March 20th, June 20th, September 20th

Quarterly

EBDEL-0075 EBTHS-0032 THSteps Support: Checkup Verifications Quarterly Report

December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0076 EBTHS-034 THSteps Comprehensive Quarterly Summary Report

Thirtieth (30th) Calendar Day of the month following the reporting quarter

As requested by

HHSC

EBDEL-0077 EBTHS-0054 THSteps Outbound Mail Report

Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0078 EBTHS-0055 THSteps Outreach Report (Frew Consent Decree Paragraph 60)

Twentieth (20th) Business Day of the month following the reporting month

Monthly

EBDEL-0079 EBTHS-0056 THSteps O&I Report December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0080 EBMAI- 0015 THSteps Materials Quarterly Report

December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0081 EBMAI- 0016 THSteps Outbound Mail Report

January 15th, April 15th, July 15th, and October 15th

Quarterly

EBDEL-0082 EBMAI-0020 Monthly Summary Materials Report - All Programs

Fifth (5th) Business Day of the month following the reporting month

Monthly

EBDEL-0083 EBMAI - 0021 Control Binders Thirty (30) Business Days before the Operational Start Date

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0084 EBMAI-0038 Inbound Postage Usage Report Fifth (5th) Business Day following the Fifteenth (15th) Calendar Day of the month and on the fifth (5th) Business Day following the last Calendar Day of the month

Bi-monthly

EBDEL-0085 EBMAI-0039 Outbound Postage Usage Transmittal Log Report

Five (5) Business Days following the Fifteenth (15th) Calendar Day of the month and five (5) Business Days following the last Calendar Day of the month

Bi-monthly

EBDEL-0086 EBMAI-0040 Outbound Mail Timeliness Report

Fifteenth (15th) Business Day following the reporting month

Monthly

EBDEL-0087 EBCCO-0030 Agency Monthly Contact Report

Second (2nd) Business Day each month

Monthly

EBDEL-0088 EBCCO-0031 Violation of Call Center Standard Report

Fifth (5th) Business Day of following month after the third consecutive month

Monthly or as required.

EBDEL-0089 EBHCB-0007 Managed Care Program Interest List Report

Fifteenth (15th) Calendar Day of the month following the reporting month

Monthly

EBDEL-0090 EBHCB - 0008 Special Services STAR+PLUS HCBS Interest Lists Activities Report - ILM 2904

First (1st) Business Day following the 60th Calendar Day

Monthly

EBDEL-0091 EBHCB - 0009 Special Services STAR+PLUS HCBS Monthly Call Activity Report – ILM 2905

Fifth (5th) Business Day Monthly

EBDEL-0092 EBHCB - 0010 STAR+PLUS HCBS IL Report

– ILM 2908

First (1st ) Business Day following the ninetieth (90th) Calendar Day after the interest list file or the add on file was processed

Monthly

EBDEL-0093 EBHCB - 0011 STAR+PLUS HCBS IL Report

– ILM 2909

Fifteenth (15th) Business Day of each month

Monthly

EBDEL-0094 EBHCB –0012 STAR+PLUS HCBS IL Report

– ILM 2911.

Sixtieth (60th) Calendar Day after the initiation of the interest list process on the first business day following the sixtieth (60th) Calendar Day after the interest list file was processed.

Monthly

EBDEL-0095 EBHCB –0013 STAR+PLUS HCBS IL Report

– ILM 2913

First(1st) Business Day following the one hundred twentieth (120th) Calendar Day after the interest list file was processed

Monthly

EBDEL-0096 EBHCB - 0014 Daily Interests Lists Management Report

Every Business Day If necessary

EBDEL-0097 EBDDI -0003 Official Correspondence First (1st) Business Day of each month

Monthly

EBDEL-0098 EBOPS - 0014 Quarterly Delivery of Technology Architecture

September 1st, December 1st, March 1st, June 1st

Quarterly

EBDEL-0099 EBOPS - 0029 Monthly Accounting of all Local Equipment

First (1st) Business Day of each month

Monthly

EBDEL-0100 EBOPS - 0030 Monthly Accounting of all Server-Level Software

First (1st) Business Day of each month

Monthly

EBDEL-0101 EBOPS - 0031 Monthly Server Inventory First (1st) Business Day of each month

Monthly

EBDEL-0102 EBDDC - 0021 Quarterly Delivery of Network Diagrams

September 1st, December 1st, March 1st, June 1st

Quarterly

EBDEL-0103 EBUAR - 0011 Quarterly User Access Review December 15th, March 15th, June 15th, September 15th

Quarterly

EBDEL-0104 EBATS-0008 Test Plan Ninety (90) Calendar Days after Contract Execution

Annually or, within five (5) Business Days of a material change, or as required by HHSC

EBDEL-0105 EBEFD – 0001 CHIP Refund Payment Account Reconciliation

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0106 EBEFD - 0002 MBI Refund Payment Account Reconciliation

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0107 EBEFD - 0003 MBIC Refund Payment Account Reconciliation

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0108 EBEFD - 0004 CHIP Cost Sharing Collections and Reconciliation Report

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0109 EBEFD - 0005 MBI Cost Sharing Collections and Reconciliation Report

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0110 EBEFD - 0006 MBIC Cost Sharing Collections and Reconciliation Report

Fifteenth (15th) Business Day of the month following the reporting month

Monthly

EBDEL-0111 EBEFD - 0008 CHIP Title XXI Refunds Report

No later than twenty (20) Calendar Days after the end of the month

Monthly

EBDEL-0112 EBEFD - 0009 MBI Title XIX Refunds Report No later than twenty (20) Calendar Days after the end of the month

Monthly

EBDEL-0113 EBEFD - 0010 MBIC Title XIX Refunds Report

No later than twenty (20) Calendar Days after the end of the month

Monthly

EBDEL-0114 EBEFD - 0011 Outbound Mail Report Twentieth (20th) Calendar Day after the end of each calendar quarter

Monthly

EBDEL-0115 EBEFD - 0012 Inbound Mail Received Report Twentieth (20th) Calendar Day after the end of each calendar quarter

Monthly

EBDEL-0116 EBEFD - 0013 Annual Unclaimed Property No later than thirty (30) Calendar Days before remittance of unclaimed property is due to the Texas Comptroller of Public Accounts

Annually

Table 4: Turnover and Contract Closeout Phase

DELIVERABLES: TURNOVER AND CONTRACT CLOSEOUT PHASE

Deliverable ID# Req ID# Deliverable Due Date Frequency

EBDEL-0117 EBTCC-

Turnover Plan One hundred eighty (180) Calendar Days after the Operational Start Date

Annually or, within ten (10) Business Days of a material change, or as required by HHSC

EBDEL-0118 EBTCC-

Cutover Plan

One hundred

(120) Calendar Days prior to the cutover date identified in the Turnover Plan

Thirty (30) Calendar Days prior to cutover, within three

(3) Business Days of a material change, or as required by

HHSC

EBDEL-0119 EBTCC-

Knowledge Transfer Plan

One hundred eighty (180) Calendar Days after the Operational Start Date

Annually or, one hundred eight (180) Calendar Days prior to the contract expiration date, within ten (10) Business Days of a material change, or as required by HHSC

DELIVERABLES: TURNOVER AND CONTRACT CLOSEOUT PHASE

EBDEL-0120 EBTCC-

Final Turnover Results Report

Within ninety

(90) Calendar Days after the completion

One-time

a. Submission and Review Process for Written Deliverables
b. Deliverable Acceptance
c. Deliverable Due Dates
Table 1: Contract General Deliverables
Table 2: Transition Phase
Table 3: Operations Phase
Table 4: Turnover and Contract Closeout Phase

File details come from the government source that posted it. Updated .