Looking for the 2015 Plan Year Templates? Click here.
An Overview of the 2014 QHP Templates
Last Updated: February 13, 2014
On November 20, 2012, CMS published CMS Form Number: CMS-10433: Initial Plan Data Collection to Support QHP Certification and other Financial Management and Exchange Operations. A part of the collection of this data will be in the form of Microsoft Excel workbooks with embedded Macros which will assist the filing issuers as they gather and enter the required data elements. These Microsoft Excel workbooks are referred to as "templates" and are intended to create a nationwide standard of plan- and issuer-level data collection for the use of QHP l versions that will be used by issuers to use in applying for certification to participate in the Federally-facilitated Exchanges and State Partnership Exccertification, exchange operations, and oversight activities.
The templates below represent the final changes. Most State Based Exchanges will also use these templates. Please note that external testing of the templates will occur through the month of March, the results of which may lead to minor changes in the templates to be used for final QHP application submission. The plans and benefits template will be released with the latest add-in file versions of the state-specific benchmark data and AV calculator.
Instructions and Helpful Information
Instructions for QHP Submissions
Instructions for Stand-Alone Dental Submissions
QHP Dental Frequently Asked Questions
Copying and Pasting in Templates
QHP Template Prep
Rates Table Template Instructions
Part I Unified Rate Review Template Instructions
Part III Actuarial Memorandum and Certification Instructions
The information below represents the technical specifications necessary for receiving and storing the data represented in the templates above. This information will only be used by state-based exchange teams as they build their systems to receive and display the plan data for use on the state’s exchange portal.