DRAFT_Attachment_J.1.2_-_Appendix_B_WCRC_Delivearble_Schedule.pdf

DRAFT

Appendix B: Contractor Deliverable Schedule

The contractor shall submit all required reports and deliverables in accordance with the following schedule. Reports and/or deliverables submitted under this contract shall be in accordance with this Workers’ Compensation Review Contractor Statement of Work.

Deliverable Schedule

Draft/Final: All document deliverables require both a Draft and a Final version (See Delivery Schedule below). The Final copy is to be a submission of the full document with all CMS comments resolved. The deliverable cover page shall be clearly marked Draft or Final.

Updates: Many of the deliverables require the contractor to provide updates. Unless otherwise specified, there is an expectation that the contractor shall notify CMS when they foresee a change to the content and then provide a document update based upon CMS-approved content revisions and a mutually agreed upon delivery date. All documents shall contain a date and a version number.

Documents shall be maintained and kept current by the contractor.

Billing Period Reports: The data included shall be based on the billing period for the invoice it accompanies. The contractor shall ensure that the data in the other associated (e.g. Monthly Status) reports are accurate and consistent with one another, assuring that each billing period report also incorporates any subcontractor’s data for the same period of time.

Monthly Reports: The data collection period for each monthly report shall be based on a whole month (e.g., April 1 through April 30). The contractor shall ensure that the data in the recurring monthly reports are accurate and consistent with one another, assuring that each monthly report also incorporates any subcontractor’s data for the same period of time.

Ad Hoc: The contractor shall provide ad hoc documentation at CMS’s request.

Where timeframes are stated, CMS may choose to give consideration to unforeseen circumstances.

Therefore, deliverable due dates are as stated unless otherwise agreed to by CMS and the contractor.

All timeframes are in calendar weeks, calendar months, or calendar days.

For the structure of the deliverables, the contractor’s format shall use the CMS standard desktop suite. Deliverables shall be distributed as follows:

• CMS Contracting Officer – transmittal letter only

• CMSCOR /Alt COR – 1 soft copy via email or as mutually agreed.

In performing the services and providing the support described in the Statement of Work, the contractor shall provide the deliverables NO LATER THAN the dates in the following schedule:

• Days = Calendar Days

• IAW = In Accordance With

• DAGC = Days After Government Comments

Deliverable # Description Method of

Submission Recipient Delivery Date

1 Monthly Status Report See Section 5 Program Management at 5.3 e-mail COR

ALT-COR

CO, CS

By the (15th) fifteenth of the month for the previous month’s efforts.

2 Billing Period Status Reports See Task at Section 7.1 e-mail COR

ALT-COR

Not later than delivery of the invoice for the same period.

3 Annual Lessons Learned Report SOW Section 7.10 e-mail COR

ALT-COR

Within fourteen (14) calendar days prior to the end of the contract year.

4 Initial Meeting/Kickoff Conference Minutes SOW Section e-mail COR

ALT-COR

No later than five (5) business days following the meeting.

5 Monthly Status Meeting Agenda See Section 5 Program Management at 5.3 e-mail COR

ALT-COR

CO, CS

No later than seven (7) business days prior to the Monthly Status Meeting.

6 Monthly Status Meeting Minutes See Section 5 Program Management at 5.3 e-mail COR

ALT-COR

CO, CS

No later than seven (7) business days following the Monthly Status Meeting.

7 Start up Period Report SOW 7.11 e-mail COR

ALT-COR

CO, CS

Biweekly during the start up period

8 Draft Quality Assurance (Q/A)CQI Plan see Task 6 at Section6.1.7 e-mail COR

ALT-COR

Annually, o later than forty (40) business days after the start date of the contract.

9 Final QA/CQI Plan SOW Section See Task 6 at Section 6.1.8 e-mail COR

ALT-COR

Annually, o later than ten (10) business days after receiving CMS’ comments.

10 Ad Hoc Reports see Section 5 Program Management at 7.3 e-mail COR

ALT-COR

No later than five (5) business days following the request.

11 Section 508 Compliance for Communication see Task 7 at Section 7.10 e-mail COR

ALT-COR

As necessary.

12 Letter(s) of Readiness e-mail COR First day of each executed option year

13 Section 504 Compliance for Communication see Task 7 at Section 7.11 e-mail COR

ALT-COR

As necessary.

5 Weekly Update Meeting Agenda See Section 5 Program Management at 5.3

No later than three (2) business days prior to the Weekly Update Meeting.

6 Weekly Update Meeting Minutes See Section 5 Program Management at 5.3

No later than three (5) business days following the Weekly Update Meeting.

Recipient(s) Addresses:

Gerald Brozyna Contracting Officer’s Representative (COR) gerald.Brozyna@cms.hhs.gov Centers for Medicare & Medicaid Services Office of Financial Management, Financial Services Group, Division of Medicare Secondary Payer Operations 7500 Security Boulevard; Mail Stop: C3-16-26 Baltimore, Maryland 21244-1850

(410) 786-7953

John Jenkins Alternate COR john.jenkins@cms.hhs.gov Centers for Medicare and Medicaid Services Office of Financial Management, Financial Services Group, Division of Medicare Secondary Payer Operations 7500 Security Boulevard; Mail Stop: C3-16-14 Baltimore, MD 21244-1850

(410) 786-3373

Erica Watkins Business Function Lead (BFL) erica.watkins@cms.hhs.gov Centers for Medicare and Medicaid Services Office of Financial Management, Financial Services Group, Division of Medicare Secondary Payer Operations 7500 Security Boulevard; Mail Stop: C3-16-23 Baltimore, MD 21244-1850

(410) 786-2805

Theresa Schultz Director theresa.schultz@cms.hhs.gov Centers for Medicare & Medicaid Services OAGM/DPIFMC/Division of Program Integrity Financial Management Contracts 7500 Security Boulevard; Mail Stop: B3-30-03 Baltimore, Maryland 21244-1850 Phone: (410) 786-8496 Fax: (410) 786-9088

Ella Curtis Contract Specialist (CS) ella.curtis@cms.hhs.gov Centers for Medicare & Medicaid Services OAGM/DPIFMC/Division of Program Integrity Financial Management Contracts 7500 Security Boulevard; Mail Stop: B3-30-03 Baltimore, Maryland 21244-1850 Phone: (410) 786-1227 Fax: (410) 786-9088