Created a View for eligibility which will contain minimum cost plan for Employee tier.

Files Affected:
Database Objects\MasterCompanyDB\03_Views\dbo.OES_VIEW_ACA_MinimumCostPlan.sql

Hi Sachin Hingole

CC - Yogesh Chaudhari Nandkumar Prabhakar Karlekar

We have write test cases for Tango and attached in the same JIRA .Please find the attachment and review it. Also we have imported into Test Link - WorkTerra > WT > WT_4419_TANGO (Folder)

Yogesh Chaudhari - Can you please attach field mapping sheet?

Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar
I have uploaded build for Tango file on LB server for testing.

Please find the attached "Tango Export Mapping File.xls" specification field mapping file.

Hi Debbie Kulling,

We have not developed below fields because these fields are requisite.

Preferred Language
Measurement/ Stability Group Descriptor
Measurement/ Stability Group Effective Date
Filler
Leave Start Date
Leave End Date
Opt Out Effective Date
Work Address Line 1
Work Address Line 2
Work City
Work State
Work Country
Work Postal Code

Thanks,
Sachin Hingole

Mahendra Mungase Yogesh Chaudhari shyam sharma Rakesh Roy Nandkumar Prabhakar Karlekar

Hi Debbie Kulling

We are doing TANGO testing on our local server. So we will provide test file on 09/16/2016 EOD.

Hi Debbie Kulling

We have uploaded Wheaton TANGO test file on ftp on below path. Please download from same location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO
FILE NAME – Wheton_09162016.zip

Simultaneously we are continue with testing.

Nandkumar Prabhakar Karlekar Sachin Hingole shyam sharmaRakesh Roy

Hi Debbie Kulling

Do you have any feed back on Wheaton?

Nandkumar Prabhakar Karlekar Sachin Hingole shyam sharma Rakesh Roy

From: "Debbie Kulling" <debbie.kulling@ebsbenefits.com>
To: "Mahendra Mungase" <mahendra.mungase@harbingergroup.com>
Cc: "Sachin Hingole" <sachin-h@harbingergroup.com>, "Nandkumar" <nandkumar@harbingergroup.com>
Sent: Wednesday, September 21, 2016 9:21:55 PM
Subject: RE: URGENT: Note from BSG ACA File call on 7-28-2016

I receive the feedback below this morning

DEM:

· The header doesn’t appear to have correctly delimited all the fields. For example it shows “Minimum,Coverage,Amount” rather than indicating that as a single field.

· None of the EINs we received were valid

· We received a lot of fields with whitespace rather than being completely empty

· The payroll frequencies don’t match the codes indicated in the file specifications

· Employment status is missing for everyone

· Opt-out flag is an invalid value. Please see the codes in the file specifications

· Termination flag is an invalid value. Please see the codes in the file specifications

DEP

· We shouldn’t receive names in both field five and fields 8-10. We should receive one or the other and we strongly prefer receiving the names in parts within fields 8-10

· We are receiving whitespace in fields that should be empty

· We’re missing a lot of DEP SSNs. This is allowed but will ultimately require additional employer solicitation to the get the SSNs

· We aren’t receiving valid EINs

Debbie Kulling | Director of Client Services

PO Box 11657, Pleasanton, CA 94588

PH: 925-469-5204 | FAX: 925-460-3920 | debbie.kulling@ebsbenefits.com

Description: Description: Description: Description: twitter Description: Description: Description: Description: linkedin-tiny-square2 Description: Description: cid:image003.png@01CD3F49.3D5BC7C0 Description: Description: Description: Description: http://chemtool.com/uploaded/six%20sigma%20logo.jpg

Hi Debbie Kulling

We have uploaded Wheaton TANGO test file on ftp on below path. Please download from same location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO
FILE NAME – Wheton_09232016.zip

Also we have attached our analysis on feed back received on test file. Please download - "Analysis_Document_23Sep16.doc" and review the same.

We have not developed below fields because these fields are requisite.

Preferred Language
Measurement/ Stability Group Descriptor
Measurement/ Stability Group Effective Date
Filler
Leave Start Date
Leave End Date
Opt Out Effective Date
Work Address Line 1
Work Address Line 2
Work City
Work State
Work Country
Work Postal Code

Please let us know for any query.

Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy

Hi Debbie Kulling

Do you have any feed back on Wheaton for last sent file?

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Hi Debbie Kulling

Do you have any feed back on Wheaton for last sent file?

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Hi Debbie Kulling

Do you have any feed back on file?

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma Smita Pawar

Debbie Kulling
Hi Debbie,
We show this is a feed also listed for 2017 OE for Wheaton Franciscan.
Has this build already been completed? Is this a build we can use for OE?
Thanks,
Cindy

cc Van Nguyen Amannda Johnson

Hi Debbie Kulling

URL - https://ftpsecure.ebsbenefits.com/thinclient/Transfer.aspx

Below is the file path

FTP Path -/users/workterraaca/BSG ACA/Wheaton_TANGO
File Name- Wheton_09232016.zip

This enhancement is working as expected and open issues has low priority.Hence marking ready for stage.

**File Artifacts :
*
1. App/BusinessLogic/CollectionManager/CollectionManager.vb
2. App/BusinessLogic/Employee/ImportExportSettings.vb
3. App/BusinessLogic/ImportExportDTS/ACAExportProcessRowwise.vb
4. Database Objects/MasterCompanyDB/04_Stored Procedures/dbo.OES_SP_ACA_GenerateACAExportData.StoredProcedure.sql
5. Database Objects/MasterCompanyDB/04_Stored Procedures/dbo.OES_SP_Export_GetSubtemplateFieldsMappingData.StoredProcedure.sql
6. Database Objects/MasterCompanyDB/07_Data/105_WT-4419_WTB_ACA_Export_Add_OES_VIEW_ACA_MinimumCostPlan_TableRef.sql
7. Database Objects/MasterCompanyDB/07_Data/106_WT-4419_WTB_ACA_NewData_Fields_MinimumCostPlan.sql
8. Database Objects/OnlineEnrollment/07_Data/65_WT-4419_WTB_ACA_Export_Add_OES_VIEW_ACA_MinimumCostPlan_TableRef.sql
9. Database Objects/OnlineEnrollment/07_Data/66_WT-4419_WTB_ACA_NewData_Fields_MinimumCostPlan.sql

Sent email to Owen to setup a status call.
Need to setup SFTP testing.
Van Nguyen Per Debbie, we are currently receiving file via Dev. Yogesh Chaudhari Mahendra Mungase We need to know going forward if the file will be automated or what procedure is needed to post the file via SFTP with Tango.

Hi Debbie Kulling

Please share if you have any feed back on Wheaton?

Sachin Hingole Rakesh Roy Nandkumar Prabhakar Karlekar Smita Pawar shyam sharma

We have verified this enhancement on Stage and observed that it's working as expected.
Hence marking ready for Production

The SFTP form was sent to Tango on 10/4. I followed up on the SFTP credentials again today.

Hi Mahendra Mungase, the client would like to know what date you think the test DEM file will be ready.

SFTP credentials have been received today from Tango. I saved it to the Y drive.

Hi Van Nguyen

We will provide test file on Friday 11/04/2016.

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma Smita Pawar Yogesh Chaudhari Debbie Kulling

Hi Mahendra Mungase,

I did not see a test file emailed to me on 11/4/2016. Can you please provide it to me today? Van.Nguyen@ebsbenefits.com

Hi Van Nguyen,

Sent you DEM test file in an email. This file is exported from QA environment wheaton company.
Used date range for exporting this file from 01/01/2016 to 01/31/2016.
Same file is uploaded on FTP server below are the details.

FTP URL - https://ftpsecure.ebsbenefits.com/thinclient/Transfer.aspx
Folder Path - /users/workterraaca/BSG ACA/Wheaton_TANGO
File Name - Latest_Wheton_11092016.zip

Thanks,
Sachin Hingole

Cindy Wibbing Debbie Kulling shyam sharma Nandkumar Prabhakar Karlekar Rakesh Roy Revansiddha Gaur Mahendra Mungase

Observation Details :

Expected : As per spec of Tango,Should be out on the files who are enrolled in Self Insured Plans/Program only.
Actual : Records found who employees are enrolled in Non Self Insured Plans on DEM file
Non Self Insured Plans Enrolled Employees List 11102016.xls

Note :
1. Env - LB (Stage Db on Lb)
2. Template Name - TANGO ACA Employee
3. Data Verification File -

Sachin Hingole Smita Pawar Nandkumar Prabhakar Karlekar Yogesh Chaudhari Mahendra Mungase

Hi Sachin Hingole,

Feedback from Tango:

Hi Van,

Thanks you for the file. WE’ve actually already received two sets of test files and I believe the issues with those files were identical to this one:

• We are receiving an SSN in the ‘old ssn’ field for every person. This field is meant to be used when it’s necessary communicate that a person’s SSN is changing. You pass the old SSN we’ve already received in the ‘old ssn’ field and then the correct, new SSN in the regular “SSN” field.
• We are receiving a lot of plan IDs that we don’t have in our system. We’ll need you to send over a description of all these plan IDs that includes the following information for each plan ID:
  o A description for understanding what plan it is.
  o The dates the plan is valid for, start and end (usually the plan year)
  o The minimum default cost for the plan (should we not get a minimum cost for an individual on the DEM file who is in the plan)
  o The month the plan validity starts
  o Whether or not the plan covers employee, spouses and dependents.
   If so, is the offer spouses conditional?
  o Self-insured or fully-insured?
  o Does it meet minimum essential coverage (MEC)
  o Does it meet minimum value (MV)
  o Is it a multi-employer plan
  o Should we set the plan as the default for people if we don’t receive plan ID for someone
• There are a number of rows that we didn’t receive a minimum plan cost

Regarding the SFTP connection, I put in a request to whitelist the additional IP addresses. There was also a request to send new credentials that were sent on the 31st. Are you using those credentials to send the file?

Lastly, I hope it is understood that we need to receive a DEM file for each month going back to 11/1/2014.

Owen

shyam sharma Nandkumar Prabhakar Karlekar Rakesh Shahane Revansiddha Gaur Mahendra Mungase

Hi Van Nguyen

We are working on above comments and once we done , will let you know.

Replies for your comments
Van Nguyen - Lastly, I hope it is understood that we need to receive a DEM file for each month going back to 11/1/2014.

[Mahendra] - You are expecting DEM file from 11/ 2014. Am i right?

Thanks

Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Shahane Revansiddha Gaur

Hi Mahendra Mungase,

The client needs an ETA today of when the test file will be available. They really want a test file to be available by Monday the latest, if possible. Thank you.

Hi Mahendra Mungase,

Also, the data in our systems only go back to 1/1/2016, so we only need information back to 1/1/2016. If you can also provide a list of all Plan IDs as Tango requested, which should've came from the client, they will need that.

Plan IDs for Tango.msg Plan IDs 11.11.2016.xlsx

Please make sure the Plan IDs in the systems are matching the excel sheet provided by the client today.

Hi Van Nguyen

We have export Wheaton TANGO test file from production and uploaded on ftp on below path. Please download from same location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/11142016
FILE NAME – Wheton_11142016.zip

We found some dough full employee while testing , currently we are doing analysis of data.

Plan ID is shared by client in file Name- Plan IDs 11.11.2016.xlsx is match with system Plan ID (Local Environment and Production ).

We have selected shared plan name file Name- Plan IDs 11.11.2016.xlsx while exporting data for Wheaton Franciscan Healthcare on Production.

We will share Production medical plan with Plan ID ,tomorrow.

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma Yogesh Chaudhari

Thank you.

Test file sent to carrier. I was not able to connect via FileZilla. They are still in the process of whitelisting our IP addresses.

Hello Mahendra Mungase,

Please see feedback from client about the last test file:

I’m not certain this is a full file, unless I am confused. This file appears to only contain Wheaton employees enrolled in the medical plans, not all Wheaton employees that are eligible for the plans. I think that is the reason that you see a benefit effective date for everyone.

The file should include all employees, not only those enrolled in a medical plan.

The file contains 9,427 records, the Workterra database shows a total of 17,071 total employees.

I think the file is missing those that are not enrolled in the medical plan.
Also, the Employment status field indicates FT for all employees. This is not correct as PT employees are also benefit eligible.

Also, I think the Minimum Coverage Amount needs to be $71 for all enrolled employees except those in the FMI Kaiser CO plan and those should be $207 per month.

I am also concerned with records that are missing, for example Debra Blonski, showing in Workterra with UMR Basic coverage from 1/1/2016 – 8/31/2016 (Under and ACA plan). She was subsequently rehired with coverage starting on 9/1/2016. While this is a bit of an unusual case, she is not showing on the Demographic file provided earlier today.

Same with someone like Lisa Anderson, who was rehired on 8/8/2016, with medical benefits effective 10/1/2016, she is not represented on the report either.

I also question the record of Heidi Anderson as she is showing a coverage Eligibility date of 1/1/2016 with a Benefits Effective date of 1/21/2016. I show her benefits actually beginning 1/1/2016 not 1/21/2016. These need to be looked at and a new file sent over.

Kim

Hi Van Nguyen

Please find my replies inline.

I’m not certain this is a full file, unless I am confused. This file appears to only contain Wheaton employees enrolled in the medical plans, not all Wheaton employees that are eligible for the plans. I think that is the reason that you see a benefit effective date for everyone.

[Harbinger] - Yes this is full file for Jan 2016. We are populated only enrolled and waived employee on file, not eligible employee.

The file should include all employees, not only those enrolled in a medical plan.

[Harbinger] - We are populated only enrolled in medical and waived medical benefit employees on file, not eligible employees to medical benefit type.

The file contains 9,427 records, the Workterra database shows a total of 17,071 total employees.

[Harbinger] - We are working on this.

I think the file is missing those that are not enrolled in the medical plan.
Also, the Employment status field indicates FT for all employees. This is not correct as PT employees are also benefit eligible.
[Harbinger] - There is only one employee DONNA THOMPSON is PT and this employee neither enrolled and waived for Jan 16.

Also, I think the Minimum Coverage Amount needs to be $71 for all enrolled employees except those in the FMI Kaiser CO plan and those should be $207 per month.

[Harbinger] - Need to customize rate in ACA customization and re run the file.

I am also concerned with records that are missing, for example Debra Blonski, showing in Workterra with UMR Basic coverage from 1/1/2016 – 8/31/2016 (Under and ACA plan).She was subsequently rehired with coverage starting on 9/1/2016. While this is a bit of an unusual case, she is not showing on the Demographic file provided earlier today.

[Harbinger] - Mentioned employee is enrolled into "COBRA UMR Basic" which did not selected on export template.Hence it did not populated on file.

• Kindly request you share plan list which we need to consider while exporting employee DEM data. *

Same with someone like Lisa Anderson, who was rehired on 8/8/2016, with medical benefits effective 10/1/2016, she is not represented on the report either.

[Harbinger] - We had exported file for Jan 16 month.As per comments, the employee benefit effective date is 10/1/2016.Hence this employee won't populate on Jan 16 file.This employee will populate on Oct 16.

I also question the record of Heidi Anderson as she is showing a coverage Eligibility date of 1/1/2016 with a Benefits Effective date of 1/21/2016. I show her benefits actually beginning 1/1/2016 not 1/21/2016. These need to be looked at and a new file sent over.

[Harbinger] - We have done analysis and found that this employee enrolled into "UMR Choice ACA" with Benefits Effective date of 1/1/2016 and terminated with effective date 1/20/2016. Again same employee enrolled into same plan with dependents whose Benefits Effective date of 1/21/2016.Hence Benefits Effective date populated on file is correct.

Kim

Hi Van Nguyen

We sent employee list who neither enrolled not waived medical benefits.
Please see sent mail having Subject - "JIRA - 4419 Employee List"

Thank you.

Hi Van Nguyen

[Van] - The file contains 9,427 records, the Workterra database shows a total of 17,071 total employees.

[Harbinger] - Count of record on file is correct as we had verified from back end.

Kindly request you share plan list for exporting that plan employee on file.

Please let me know for any query

Thank You.

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Hi Van Nguyen

Any feed back on last sent file.

Kindly request you share plan list for exporting employee on file.

Thank You.

Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Hi Van Nguyen

We have attached Production Medical Plan list with details. Please download the - TANGO_Wheton_Production_Medical_PlanList.xls

This plan list will help you to take decision.

Please let us know for any query.

Thank You
Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Hi Mahendra Mungase,

From your file, please remove COBRA, COBRA-Active and 1/1/2017 plans and send a new test file by morning if possible. Thank you.

Hi Van Nguyen

We have remove the COBRA, COBRA-Active and 1/1/2017 plans from template.
Also we have set plan cost as per your last request - Minimum Coverage Amount needs to be $71 for all enrolled employees except those in the FMI Kaiser CO plan and those should be $207 per month.

We have set $207 per month for Kaiser Permanente HMO , Kaiser Permanente HMO ACA.

Please let us know for correction.

We have export new file with this changes and uploaded on FTP.

We have export Wheaton TANGO file from production and uploaded on ftp on below path. Please download from same location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/11182016
FILE NAME – Wheton_11182016.zip

Thanks

Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Revansiddha Gaur

Hi Mahendra Mungase,

The test file has been posted. The client wants all members to be reported on the file regardless of the benefits that they're enrolled in. Amit Thorve Is there a way to do this for this ACA file?

Thanks so much.

Hi Mahendra Mungase,

I apologize, I spoke with the carrier and they stated that COBRA and COBRA-Active members do need to be on the file. Can you add them back? This is not typical of most ACA files that usually only contain active members, but because these plans are "self-insured" plans, not fully insured plans, then they are required to be on the file.

Do you know who's working on the dependent file? It is separate from the demographic file. Dependents need to be reported if they are on "self-insured" medical plans.

Hi Mahendra Mungase,

Please see email from Kim at BSG:

Can you tell me what the Employee Status ID field means? There are values of `1, 2, 5, 8 and 9. On the Tango File Specs for Employment Status allowed values are FT, PT, VA, SE, RC, E

Also, the below employee has a medical plan election. Why would she be showing on this report? This employee is also showing on the Demographic file that was sent on 11/9. So not an employee who neither enrolled or waived medical benefits.

1422
xxxxx6478
ELISA
DELGADILLO
1
2016-06-20 00:00:00
This associate has a Medical Plan enrollment effective 8/1/2016 - 12/31/2016

The dependent file was also been sent to Tango and feedback was provided to Workterra. The original files including the dependent file were created by Workterra on 9/16 with a subsequent file on 9/23. That file needs to be provided along with the Demographic file to Tango as soon as possible. I have also attached the Analysis document from Workterra dated 9/23 on both files.

These files were to be in production by October 28th in order to allow 12 months’ worth of files to be loaded, evaluated and time for corrections to be made prior to Federal Reporting requirements.

A service estimate was signed on 9/2/2016 for Workterra to meet these requirements. Please let me know if you have questions on how the Workterra site was set up for Wheaton or contact Owen Pickford at Tango as he is the expert on the Tango file specs. We need these files to be corrected, finalized and sent to Tango as soon as possible.

Hi Van Nguyen

We have re run the DEM and Dependent file. We have export only Dependent data which fall under self insured plan.

We have uploaded DEM and Dependent file below FTP details.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/11212016
FILE NAME – Wheton_11212016.zip

[EBS] - Can you tell me what the Employee Status ID field means?

[Harbinger] - There is no " Employee Status ID" on file.You mean to say "Employee Status" or "Employee ID" field?

[EBS] - Can you tell me what the Employee Status ID field means?.]There are values of `1, 2, 5, 8 and 9. On the Tango File Specs for Employment Status allowed values are FT, PT, VA, SE, RC, E

[Harbinger] - Currently file populating FT as employee status on file.As per spects

[EBS] - Also, the below employee has a medical plan election. Why would she be showing on this report? This employee is also showing on the Demographic file that was sent on 11/9. So not an employee who neither enrolled or waived medical benefits.

1422
xxxxx6478
ELISA
DELGADILLO
1
2016-06-20 00:00:00
This associate has a Medical Plan enrollment effective 8/1/2016 - 12/31/2016

[Harbinger] - This EE did not export on last as well as new DEM file.

Please let us know for more information and any query

Thanks.

Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Yogesh Chaudhari Revansiddha Gaur

Verified on production, working fine.

Hi Van Nguyen

Do you have nay feed back on last file shared?

Thanks

Hi Van Nguyen

We have uploaded DEM and Dependent file from Feb-Oct 16 on below FTP details.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/11282016
FILE NAME – Wheton_Feb_To_Oct_16_11282016.zip

Also please share feed back on last shared files.

CC - Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Yogesh Chaudhari Rakesh Roy

Thanks.

Hello,

Feedback from last DEM test file:

*Hi Van,

Thanks for the new file. I reviewed it and it is basically good. The only things I found concerning were mentioned on our call already:

• You are working on including all active employees on the file
• We need to get data for people who are on self-insured plans, including COBRA participants. Typically COBRA people are passed in a separate file. I’ve attached our most recent data specifications here again so you can see how we manage that typically. It’s basically a DEM file but with different fields that are mandatory versus optional.

Regards,
Owen*

Please provide test file that includes COBRA participants in a separate file. The specifications include instructions for that, per the carrier response.

DEP test file has been posted to the Tango SFTP site.

Hi Van Nguyen

Can you please share specification file with us which was shared by Owen?

Thanks.

Hi Mahendra Mungase,

Here it is. You were copied on that email that Owen sent us the specs on 11/18.

Tango ACA Concierge File Specifications 2-1-6.pdf

Hi Mahendra Mungase,

Here's the feedback for the DEP file:

• it appears like the file is missing reserved field, in the position number 5.
• It also appears like the full middle name is being passed instead of middle initial. If you can’t pass middle initial you could leave this field blank.

Hi Van Nguyen

Here's the feedback for the DEP file:

[Client Comments] - it appears like the file is missing reserved field, in the position number 5.

[Harbinger] - We have export data as per first requirement sheet shared with us. Tango File Specs.pdf . As per this spects -position 5 is - Dependent Full Name.I think client compared this DEP file with new specification which you had shared - Tango ACA Concierge File Specifications 2-1-6.pdf .Please let us know do we need to export data for Active employee as per new specification.

[Client Comments] - It also appears like the full middle name is being passed instead of middle initial. If you can’t pass middle initial you could leave this field blank.
[Harbinger] - We set the length for middle Name on DEP template.Hence forth file will have only first digit of middle name.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Yogesh Chaudhari

Thanks.

Hi Mahendra Mungase,

BSG is very upset and have escalated the issues to management in regards to these files not being live yet. They want an estimated date of completion for when the next test files will be available and want these files to be done as soon as possible.

DEM: EBS to work on including all active employees on the file. EBS needs to have data for people who are on self-insured plans.
COBRA: Typically COBRA people are passed in a separate file. It’s basically a DEM file but with different fields that are mandatory versus optional. See "Tango ACA Concierge File Specifications 2-1-6.pdf"
DEP: Test feedback provided

cc - Amit Thorve

Hi Van Nguyen

We have uploaded Wheaton TANGO Cobra file (DEM and DEP) on ftp on below path. Please download from same location.

As per Specification - Tango ACA Concierge File Specifications 2-1-6.pdf

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/11302016
FILE NAME – Wheton_Cobra_11302016.zip

Please let us know for more information.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Yogesh Chaudhari

Thanks.

From: Van Nguyen van.nguyen@ebsbenefits.com
Sent: Wednesday, November 30, 2016 8:11 AM
To: Owen Pickford <owen.pickford@tangohealth.onmicrosoft.com>; 'Kim Matus' <Kim.Matus@bsg.com>
Cc: Debbie Kulling <debbie.kulling@ebsbenefits.com>; 'Sherri Hauser' <Sherri.Hauser@bsg.com>; Cindy Wibbing <cindy.wibbing@ebsbenefits.com>; 'Hanley, Karen M.' <Karen.Hanley@wfhc.org>; Alex Mize <AlexM@tangohealth.com>; 'mahendra.mungase@harbingergroup.com' <mahendra.mungase@harbingergroup.com>; Scott Van Horn <svanhorn@tangohealth.com>
Subject: RE: Tango Implementation call

Hi Owen and Kim,

Here is the response from our team in regards to the test feedback. I will ask our team for the ETA on when the next DEM, DEP, COBRA test files will be available and to work on them with high priority. Thanks so much for bearing with us.

[Tango Comments] - it appears like the file is missing reserved field, in the position number 5.

[Harbinger] - We have export data as per first requirement sheet shared with us. Tango File Specs.pdf . As per this specs -position 5 is - Dependent Full Name. I think client compared this DEP file with new specification which you had shared - Tango ACA Concierge File Specifications 2-1-6.pdf

[Tango Comments] - The most recent DEP file we received was missing field 5 entirely. The dependent name was split up into parts but in positions 7, 8 and 9 instead of 8, 9 and 10. In an older version of our specifications, field five allows clients to send the entire dependent name in a single field. We strongly encourage against using this field. However, the field must still be present but it should be empty.

[Tango Comments] - It also appears like the full middle name is being passed instead of middle initial. If you can’t pass middle initial you could leave this field blank.
[Harbinger] - We set the length for middle Name on DEP template. Hence forth file will have only first digit of middle name.

Thank you,

Van Nguyen | EDI Analyst

Employee Benefit Specialists, Inc.

PO Box 11657, Pleasanton, CA 94588

PH: 209-275-9486 | Direct: 925-621-5250 ext. 250

FAX: 925-460-3920 | van.nguyen@ebsbenefits.com

HI Van Nguyen

We are working on DEM , DEP files as per new specification Tango ACA Concierge File Specifications 2-1-6.pdf and let you know the status tomorrow EOD.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy

Thanks,

Hi Magendra,

COBRA test files have been posted. I gave the client a tentative date of 12/5 of when the next DEM and DEP test files will be available.

Hi Van Nguyen

We are working on DEM , DEP file as per new specification - Tango ACA Concierge File Specifications 2-1-6.pdf and will update you on tomorrow EOD about file status.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Yogesh Chaudhari shyam sharma Rakesh Shahane Revansiddha Gaur

Thanks.

Mahendra Mungase
Can you please give me a call so we can discuss the issue with the file(s).
925-218-3523
Thanks,
Cindy

Hi Mahendra Mungase,

Some of the things that Tango pointed out for the next test file are:

1) The differences between V2.1.4 specifications and the V2.1.6 are on page 3 and 4 of the Tango ACA Concierge File Specifications 2-1-6.pdf specs.

2) Please set "RC" for Employment Status on the COBRA DEM file.

3) Retirees do not need to be included on any files. There's only 1 retiree that's being processed manually by the client.

Hi Cindy Sanchez Van Nguyen

We sent call request in separate mail.Please join the call

Below are the details.

Hi Cindy.

We have scheduled go to meeting for BSG ACA discussion. Below are the go to meeting details.

Request you to join the meeting.

1. Please join my meeting, Tuesday, December 6, 2016 at 9:30 PM India Standard Time.

https://global.gotomeeting.com/join/909380285

2. Use your microphone and speakers (VoIP) - a headset is recommended. Or, call in using your telephone.

Dial +1 (571) 317-3122

Access Code: 909-380-285

Audio PIN: Shown after joining the meeting

Meeting ID: 909-380-285

GoToMeeting®

Online Meetings Made Easy®

Not at your computer? Click the link to join this meeting from your iPhone®, iPad®, Android® or Windows Phone® device via the GoToMeeting app.

Thanks,

Sachin Hingole

notes from meeting with Tango:
Employees who were in the Kaiser plan - were not eligible/offered new plans after terminating from the Kaiser plan (Class 3 – CO emloyees)

• If enrolled in Kaiser from 1/1/2016 through termination date then send historical values for enrollments, otherwise send effective date they were eligible for the Kaiser plan for their eligible date - line 24

lf other employees – If enrolled from 1/1 or date eligible then provide enrollments with planid.
Otherwise if not enrolled from 1/1/2016 or eligible date then need to send the effective date they were eligible - line 24.

No coverage tiers needed for those that waived their election or for those that never went into Workterra (i.e. never made an election or waived coverage) but were eligible.

cc Jennifer Leugers Jen - if you could join the call today to explain how they should deal with the eligibility for waives and those who did not do any election in Workterra but were eligible that would be helpful. Thanks!

Hello,

I’m sorry, I’m not sure what this is, could this be for another Cindy @ EBS?

Thanks,
Cindy Sanchez | Recon
Employee Benefit Specialists, Inc.
PO Box 11657, Pleasanton, CA 94588
PH: 925-218-3534 | FAX: 925-460-3920 | cindy.sanchez@ebsbenefits.com<cindy.sanchez@ebsbenefits.com>
[Description: Description: Description: Description: Description: twitter]<http://twitter.com/#!/workterra> [Description: Description: Description: Description: Description: linkedin-tiny-square2] <http://www.linkedin.com/company/workterra> [Description: Description: Description: cid:image003.png@01CD3F49.3D5BC7C0] <http://www.facebook.com/workterra>

Hi Cindy Sanchez,

Please disregard. This was intended for Cindy Wibbing.

Hi Van Nguyen Cindy Wibbing

Note- We have call tomorrow and will send GTM request.

We have export new DEM , DEP file for Active employee based on new requirement - Tango ACA Concierge File Specifications 2-1-6.pdf

Please download the the latest file from below FTP location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/12062016
FILE NAME – Wheaton_Active_12062016.zip

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Yogesh Chaudhari Revansiddha Gaur

Thanks

Hi,

Would you be able to remove me from the email’s?

Thanks,
Cindy Sanchez | Recon
Employee Benefit Specialists, Inc.
PO Box 11657, Pleasanton, CA 94588
PH: 925-218-3534 | FAX: 925-460-3920 | cindy.sanchez@ebsbenefits.com<cindy.sanchez@ebsbenefits.com>
[Description: Description: Description: Description: Description: twitter]<http://twitter.com/#!/workterra> [Description: Description: Description: Description: Description: linkedin-tiny-square2] <http://www.linkedin.com/company/workterra> [Description: Description: Description: cid:image003.png@01CD3F49.3D5BC7C0] <http://www.facebook.com/workterra>

Hello Cindy,

Sorry for unnecessary mail.

For stopping this JIRA mail , just do below steps.
1.Navigate to JIRA -WT-4419
2.Remove your name from watcher list. (Please see below screen shot)
3.Click on "Stop Watching this issue".

Thanks,
Mahendra

Hi Van Nguyen

We have uploaded Wheaton TANGO Cobra file (DEM and DEP) on FTP on below path. Please download from same location.

As per Specification - Tango ACA Concierge File Specifications 2-1-6.pdf

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/12072016
FILE NAME – Wheton_Cobra_12072016.zip

Please let us know for more information.

CC- Cindy Wibbing Sachin Hingole Nandkumar Prabhakar Karlekar Revansiddha Gaur shyam sharma Rakesh Roy

Thanks.

Hi all,

The COBRA DEM/DEP and Active DEM/DEP test files have been posted.

From: Cindy Wibbing cindy.wibbing@ebsbenefits.com
Sent: Wednesday, December 7, 2016 10:57 AM
To: Scott Van Horn <svanhorn@tangohealth.com>
Cc: Jennifer Leugers <jennifer.leugers@ebsbenefits.com>
Subject: RE: Wheaton / Tango - ACA Weekly Meeting 12/5/2016

Hi Scott,

Are we able to submit via a different file a census of employees that were neither waived nor enrolled in our system? Currently, because we have no record attached (waive or enrollment) we have nothing to pull as a record to submit on the current file. So we were wondering if you have the ability on your side to load a separate census file and trigger the necessary codes.

Thank you in advance for your assistance!

Cindy Wibbing | EDI
Employee Benefit Specialists, Inc.
PO Box 11657, Pleasanton, CA 94588
PH: 925-218-3523 | FAX: 925-460-3920 | cindy.wibbing@ebsbenefits.com

Hi Cindy,

Yes, we can do that. A few things to keep in mind:

• Make sure that employees are only on one file or the other and remain consistently that way across the Demographic Months.
• If an employee transitions from one file to the other (such as not enrolled to enrolled) the month they need to appear enrolled they should only appear in that file and not the other.
• Use the same naming convention for the filenames, but you can adjust the timestamp to keep track of the difference.
o As a reminder, files shall be named using the three letter file type code (DEM, BEN, RET, PAY, DEP, or LOA), followed by the reporting entity's EIN (Employer Tax ID), followed by a timestamp (YYYYMMDDHHMMSS). The timestamp should represent the effective date of the information in the file, often the time the file was generated. For example, a Demographic file for an EIN 99-9999998 containing data accurate as of July 31st, 2015 at 12:00 PM would have a filename of DEM99999999820150731120000.
o If you have two files representing July 31st 2015, you could have the enroll file be one timestamp (like 12:00 PM) and the not enrolled be another (like 1:00 PM).

Let me know if that helps. Thanks for asking!

Scott Van Horn
Vice President, Client Services
svanhorn@tangohealth.com
855-468-2646 x 803 Direct Phone

Mahendra Mungase
Hi Mahendra,

Per the vendor we can send a census file that does not require any special coding. Can you pull the census based on those not enrolled or waived like you did for your analysis?
We can discuss further on tomorrow's call if needed.
Thanks!
Cindy

cc Jennifer Leugers

Hi Cindy Wibbing

As per last call discussion, we have waived the employee who neither enrolled nor waived.
This activity done on HSPL copy.From same we have exported files.
As this is test files , we would suggest please do testing of neither enrolled nor waived type employee.
As per your request we have exported and uploaded neither enrolled nor waived list on FTP - File Name - Employee_List_Who_Neither_Enrolled_Nor_Waived.xls . This excel has two tab 1.Active 2.Cobra

This folder "Wheton_Active_Cobra_12082016" has below files

1.Active employee - "DEM36326211120161208073117.csv"
2.Cobra - "DEM36326211120161208075331.csv"
3.Employee_List_Who_Neither_Enrolled_Nor_Waived.xls

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/12082016
Folder NAME – Wheaton_Active_Cobra_12082016.zip

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Jennifer Leugers Revansiddha Gaur Yogesh Chaudhari

HI Cindy Wibbing

Do you have any feedback on (neither enrolled nor waive employee) last sent file?

Thanks.

Hi Mahendra Mungase,

The test file that was posted on 11/28, DEM and Dependent file from Feb-Oct 16, the client said does not contain January data. Can you provide a file that contains January data?

Hi Van Nguyen

We have run the file for JAN 16 and uploaded on FTP.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/12152016
Folder NAME – Wheaton_Jan16_12152016.zip

Do you have any feedback on neither enrolled nor waived employee file?

CC - Sachin Hingole Nandkumar Prabhakar Karlekar Cindy Wibbing shyam sharma Rakesh Roy Revansiddha Gaur Yogesh Chaudhari

Thanks.

Hi Mahendra Mungase,

JAN 16 test files have been posted.

Hi Cindy Wibbing

Do you have an update on the neither enrolled nor waived employee file?

HI Van Nguyen

Do you have any feed back on The COBRA DEM/DEP , Active DEM/DEP and neither enrolled nor waived employee files?

CC- Sachin Hingole Nandkumar Prabhakar Karlekar shyam sharma Rakesh Roy Revansiddha Gaur

Thanks.

Hi Mahendra Mungase,

I have posted the test files and will ask for feedback. I was checking some of the neither waived nor enrolled employees and they looked correct.

Hi Mahendra Mungase,

Please see feedback from test files posted on 12/20 highlighted in yellow. FW Wheaton Tango - ACA Weekly Meeting.msg

Data Quality Review
MEC Risk:
Large number of employees lost benefits and then have a gap before they are formally terminated. Causing a MEC issue and needs to be reviewed. We believe these are employees who are going on leave and a Benefits Eligibility Termination Date is passed due to non-payment, but it should be excluded since the offer is still valid; instead an opt-out date should be passed. Kim/Van – is there any programmatic way to fix this? We will not be able to edit the files ongoing and interpret. Ideally, someone who loses benefits due to non-payment would pass an Opt Out Date and only when they terminate would you pass a Benefits Eligibility Termination Date. Also, need to make sure for actives who have a qualified life event and drop coverage but remain eligible are working correctly.

Code Coverage Report Blockers:
DEP file not formatted properly
Please refer to file specs: Missing Column 5 (Reserved) and Columns 9 and 10 are reversed. (Should be 9: Middle, 10: Last Name) Van – Communicating to programmers to change going forward. Due to timelines Tango will programmatically adjust existing file but December’s DEP file needs to come this way.
*ii. DEP had dependents listed for an employee who was not on the DEM file
1. Kim – Will review file from Scott to determine who they are, but Van may need to review as well.*

Also, please provide a test file that includes that are included in the "Employee_List_Who_Neither_Enrolled_Nor_Waived.xls" file in the DEM/DEP active format. Tango will need to load these records separately from the rest of the population. However, they need everyone to be included in the full population files on a monthly basis. Please include opt out date and if they terminated employment then please pass termination date.

Filename: Please replace "DEM" with "RET" for ongoing files when the file is live for tracking purposes.

Hi Van Nguyen,

We will provide you test files till next Friday (6-Jan-17).

Thanks,
Sachin Hingole

shyam sharma Nandkumar Prabhakar Karlekar Revansiddha Gaur Mahendra Mungase Rakesh Roy

Hi Van Nguyen

Please find replies inline

[EBS] - Kim/Van – is there any programmatic way to fix this? We will not be able to edit the files ongoing and interpret. Ideally, someone who loses benefits due to non-payment would pass an Opt Out Date and only when they terminate would you pass a Benefits Eligibility Termination Date.
Also, need to make sure for actives who have a qualified life event and drop coverage but remain eligible are working correctly.

[Harbinger]- 1. Scenario for OPT OUT Effective date - Employee not enrolled and nor waived - Name - DAWN CAPILUPO
We have already populated opt out date in last shared file (Comment date - 08/Dec/16 9:28AM). For more info we have highlighted column value in excel - Employee_List.xls.

2. Scenario for Benefits Eligibility Termination Date - Employee who terminated from medical benefit - RACHEL GOELZ - We have already populated Benefit terminated date in shared file (Comment date - 08/Dec/16 9:28AM). Also highlighted in excel - Employee_List.xls.This file uploaded on FTP . Below is details

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/01022017
File NAME – Employee_List.xls

Please let us know for more info.

CC- Sachin Hingole Smita Pawar Revansiddha Gaur Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma

Thanks,
Mahendra

[EBS] - Kim/Van – is there any programmatic way to fix this? We will not be able to edit the files ongoing and interpret. Ideally, someone who loses benefits due to non-payment would pass an Opt Out Date and only when they terminate would you pass a Benefits Eligibility Termination Date.
Also, need to make sure for actives who have a qualified life event and drop coverage but remain eligible are working correctly.
[Harbinger]- 1. Scenario for OPT OUT Effective date - Employee not enrolled and nor waived - Name - DAWN CAPILUPO
We have already populated opt out date in last shared file (Comment date - 08/Dec/16 9:28AM). For more info we have highlighted column value in excel - Employee_List.xls.

[Tango] – The Benefits Eligibility Date needs to be populated with either a 1/1/2016 date if they were hired before then or their actual Benefits Eligibility Date. The example provided shows that that field is blank.

[Harbinger] 2. Scenario for Benefits Eligibility Termination Date - Employee who terminated from medical benefit - RACHEL GOELZ - We have already populated Benefit terminated date in shared file (Comment date - 08/Dec/16 9:28AM). Also highlighted in excel - Employee_List.xls.This file uploaded on FTP . Below is details

[Tango] – Rachel Goelz should not show up as a terminated record at all, because her benefits have been active between 1/1/2016 – 12/31/2016 for ACA reporting. She did add a dependent on 1/12/2016, but how she showed up on the DEM file is inaccurate.

[Tango] – Karen Hanley – she was listed on the 12/8/2016 test file without a Benefits Eligibility Date. Please use a default date of 1/1/2016 for all employees and dependents or the actual Benefits Eligibility Date based on company new hire or effective date rules.

Also, Tango needs a DEM/DEP file with December data because it is currently missing.

Tango also stated that there are some Active records that are showing up as Terminated, when they shouldn’t be showing up as Terminated since they Opted out of benefits. They need to be in Opt Out status.

Hi Mahendra Mungase,

Tango would also like for you or someone from the development team to join the call on either Monday or Tuesday. Would that be possible? It would be at 8:30AM PST on either dates.

Nandkumar Prabhakar Karlekar Sachin Hingole
Hi Nandu / Sachin - could please just double-check the file and the logic that is being used since you and your team have the ACA expertise? I think having you all review might help. I think it would be helpful if you could join the call on Monday or Tuesday as well just to make sure everyone is on the same page.

Hello Nandkumar Prabhakar Karlekar and Mahendra Mungase,

1) Please assist in providing the Offered Plan IDs for all of the records on this file that I uploaded to our EBS FTP site:

Filename: DEM36326211120170107215224 - Neither Enrolled Nor Waived.csv

2) Some of the records on this file did either enroll in benefits or waived coverage. Please double check them and provide an updated list.

Filename: Employee_List_Who_Neither_Enrolled_Nor_Waived - please check.xlsx

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/01072017
File NAME – DEM36326211120170107215224 - Neither Enrolled Nor Waived.csv
File Name - Employee_List_Who_Neither_Enrolled_Nor_Waived - please check.xlsx

Hi Van Nguyen

We have export DEM and DEP files for 12 Months and uploaded on FTP.
Please download files from below FTP location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/01092017
File NAME- 1.DEM FIle Name - All_Month_Employee_2016.zip
2.DEP File Name - Tango Dependent Files_12Months.zip

CC- Sachin Hingole Smita Pawar Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma Yogesh Chaudhari Revansiddha Gaur Debbie Kulling Cindy Wibbing

Thanks.

Adding one more point -

Concern - Some dependent do not have SSN

Answer - We did analysis and found that this dependent don't have SSN in system.

Thanks

Hello everyone,

All of the files have been posted to Tango's server.

Hi Van Nguyen

We have Exported Cobra Employee and Dependent files for Jan-Dec 16 period.
Files are Uploaded on EBS FTP.

Below are the FTP details

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/01102017
FILE NAME – 1.Employee_Cobra_16.zip
2.Dependent_Cobra_16.zip

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy shyam sharma Yogesh Chaudhari Revansiddha Gaur Cindy Wibbing Smita Pawar

Hi Mahendra Mungase,

The COBRA Employee and Dependent files have been posted.

Hi Van Nguyen

Do you have any updates on Wheaton files?

Thanks,
Sachin Hingole

shyam sharma Nandkumar Prabhakar Karlekar Rakesh Roy Mahendra Mungase Smita Pawar Yogesh Chaudhari Revansiddha Gaur

Hi Sachin Hingole,

Scott from Tango stated this morning that all of the DEM, DEP and RET files are almost completely loaded into their systems. Once the reports are generated from the loads, he will share the results.

Hi Sachin Hingole and Mahendra Mungase,

Feedback on the test files

Scott at Tango: Kim and I have been discussing a possible issue with the COBRA files that we need to discuss ASAP. We believe that the COBRA file may contain terminated employees but information on their benefits while they were active, rather than their COBRA benefits.

Kim at BSG: Matthew Anderson is an example. He is showing enrolled in the ACA plan, below is some information I sent to Scott earlier today. Please call me if you would like to discuss further.

The ACA plans that were identified in Workterra are for enrollment in a medical plan that occurred prior to the transition in enrollment vendors. We used the ACA indicator to identify these terminated employees as having coverage within the 2016 calendar year while they were active employees. We needed to capture employees in a terminated status to load them into the system but did not want to give them an active status during the transition to the new enrollment site. This was the way of capturing that data. For Example, Matthew Anderson, SSN xxx-xx-1654 came across on the COBRA file that Van provided to me with enrollment in the ACA Medical Basic Plan from 1/1/2016 – 4/30/2016. He is a terminated employee with a termination date of 4/29/2016. He carried Family medical coverage while he was active and this ACA plan represents that Active coverage.

I think the confusion lies with the ACA plans and the COBRA plans. ACA plans were used for employees that had medical coverage that was elected while they were an active employee of Wheaton during 2016. When they terminated employment their medical election terminated.

Since we did not transition to Workterra until September 2016, we needed a way to capture the historical medical enrollment on terminated employees without sending any data on EDIs so different ACA only plans were created to capture that historical enrollment information.

The COBRA plans were set up as well, but our COBRA area did not maintain elections within the COBRA site but rather within our Travis COBRA site. We are working now to get that COBRA enrollment information captured so that COBRA enrollment reports can be generated out of Workterra for COBRA.

Scott did indicate that we could focus on getting the Active and ACA plan enrollment correct and then work on the COBRA and print forms for COBRA participants by March. I think that will be our best plan of action.

Let me know if you have questions and I apologize for the late recognition of this issue. Part of the problem of never really getting the data or examples of the data to review and having Workterra and the vendor working together when you don’t have a full understanding of the data.

More feedback:

Scott from Tango: Matthew Anderson – Active and enrolled in medical plan effective 1/1/2016 – 4/30/2016. He didn’t show up as terminated until Sept. (retro term) – he should’ve shown up on the COBRA file on the May file and should not have shown up on the January, February, March or April RET (COBRA/Retiree) files until May.

His employment was terminated effective 4/29/2016, but the “Termination Effective Date” field shows 9/9/2016, most likely because his actual employment termination date of 4/29/2016 was not provided to Workterra. There are 966 records with this “Termination Effective Date” on the Active DEM files. Please refer to Active DEM 0731 file as reference.

Van at WT: A copy of the file that Scott shared with Kim and I are posted here:

/users/workterraaca/BSG ACA/Wheaton_TANGO/01172017
Filename: ah-wheaton-0731 DEM file with 9-9-2016 term dates (1).xlsx

Kim from BSG: 9/5/2016 – This is the date Wheaton went live with WT. Most likely, the date the data was loaded on 9/9/2016 was used as the employment term date for those that were terminated. Please refer to Amit Thorve if the payroll files he used to import the data into WT in fact had missing Employment Termination Dates. Kim from BSG will try to provide a list of Employment Termination Dates for all employees if possible by her IT team by tomorrow. New COBRA test files need to be provided to Tango if she can extract that information for WT team.

I took a look at the first 10 rows on the report that Scott sent over after the call with the 8/31/2016 termination date. There appears to be issues as some are reporting that were never Benefit eligible as they have a Per Diem Status all of 2016 and others do not have accurate termination dates reporting.

Hi Van Nguyen

Thanks for the feedback. We are doing analysis of above comments and result will share with you.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Yogesh Chaudhari Rakesh Roy Smita Pawar

Thanks.

Hi Mahendra Mungase and Sachin Hingole,

Kim at BSG provided the list of all employment terminations for Wheaton in 2016. I posted on the EBS FTP site.

/users/workterraaca/BSG ACA/Wheaton_TANGO/01182017
Filename: 2016 BSG Wheaton Employment Terms for Workterra.xlsx

They would like for you to audit all of COBRA RET files to make sure that the Termination Effective Dates are correct and that each employee is showing up on the file only during the months that they were COBRA eligible.

The deadline for them to report to the IRS is the end of the month but Tango needs the files by tomorrow or this Friday the latest, please.

Hi Van Nguyen

We could not process these files on short notice, we require 5 days to process these files.

Need to perform the following actions to fetch files.
1.Need to load termination in the system .
2. Identifying Active and cobra Employees for specific month.
3. Need to process neither waive nor Enrolled employees but Eligible for benefit.
4.Need to exclude the Per Diem employees
5.Processing Offers for tango need at least 8-10 hours.
6.Exporting 48 files from WORKTERRA needs 1 day.
7.Testing and verification of these file need 1.5 days.

So we can provide these files to you 25 Jan 2016 evening.

Bharti Satpute,Samir,shyam sharma

Hello Nandkumar Prabhakar Karlekar, Mahendra Mungase, Sachin Hingole,

We really need someone to join the call tomorrow. Can you please make sure someone will be able attend? I forwarded the invite to all of you.

When: Friday, January 20, 2017 10:30 AM-11:00 AM (UTC-06:00) Central Time (US & Canada).
Where: 1-650-479-3208 Access code: 627 533 624

https://tangohealth.webex.com/tangohealth/j.php?MTID=m1206e521b49d07d1174b1dc58f51a8d0

1-650-479-3208 Call-in toll number (US/Canada)

Access code: 627 533 624

CC - Debbie Kulling

HI Van Nguyen

Yes, we will join the call.

Debbie Kulling

BSG will handle the COBRA RET files since they house their COBRA enrollments in their system, Travis.

Hi Van Nguyen

After importing the employee termination date into system we re-run the all 12 months files for Active employee and dependents including per diem employee.

We have uploaded on FTP , below are the details.

FTP URL - https://ftpsecure.ebsbenefits.com/
FOLDER PATH - /users/workterraaca/BSG ACA/Wheaton_TANGO/01202017
FILE NAME – 1.DEM_Employee_Jan_To_Dec_20Jan17.zip
2.DEP_Dependent_Jan_To_Dec_20Jan17.zip
3.Not_Enrolled_Employee_List.xls

"Not_Enrolled_Employee_List.xls" - is the list of those employee who not enrolled but their dependent enrolled into plans.

CC- Debbie Kulling Sachin Hingole Nandkumar Prabhakar Karlekar Bharti Satpute Rakesh Roy Revansiddha Gaur Yogesh Chaudhari

Thanks.

If you need to discuss this tonight please call my cell 925-209-5897

Debbie Kulling | Client Service Manager

PO Box 11657, Pleasanton, CA 94588

PH: 925-469-5204 | FAX: 925-460-3920 | debbie.kulling@ebsbenefits.com

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_______________________________________________________________________________________________________________________________________

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Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

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This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Debbie Kulling
Sent: Friday, January 20, 2017 3:39 PM
To: 'Nandkumar Karlekar' <nandkumar@harbingergroup.com>
Cc: Van Nguyen <van.nguyen@ebsbenefits.com>; 'mahendra.mungase@harbingergroup.com' <mahendra.mungase@harbingergroup.com>; 'Sachin Hingole' <sachin-h@harbingergroup.com>; 'Revansiddha Gaur' <revansiddha.gaur@harbingergroup.com>; 'WT ACA' <wt_aca@harbingergroup.com>
Subject: RE: Urgent: Wheaton / Tango - ACA Weekly Meeting

The fully insured plans fell off the reports as well

Debbie Kulling | Client Service Manager

PO Box 11657, Pleasanton, CA 94588

PH: 925-469-5204 | FAX: 925-460-3920 | debbie.kulling@ebsbenefits.com

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_______________________________________________________________________________________________________________________________________

Description: Description: Description: Description: Workterra 300dpi_logo (2)

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

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From: Debbie Kulling
Sent: Friday, January 20, 2017 2:11 PM
To: 'Nandkumar Karlekar' <nandkumar@harbingergroup.com>
Cc: Van Nguyen <van.nguyen@ebsbenefits.com>; mahendra.mungase@harbingergroup.com; Sachin Hingole <sachin-h@harbingergroup.com>; Revansiddha Gaur <revansiddha.gaur@harbingergroup.com>; WT ACA <wt_aca@harbingergroup.com>
Subject: Urgent: Wheaton / Tango - ACA Weekly Meeting

Kim is auditing the files. She is stating that all employees except one employee is listed as full-time. Why are there not more part-time/per diem status

Rebecca Anhalt is listing on the files as full time and she was a part time employee this is in column T (employment status) of the spreadsheet

My guess is that you are pulling this value from the WORKTERRA employee type field. For Wheaton this data is in the UDF “Wheaton Employee Type”

Debbie Kulling | Client Service Manager

PO Box 11657, Pleasanton, CA 94588

PH: 925-469-5204 | FAX: 925-460-3920 | debbie.kulling@ebsbenefits.com

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_______________________________________________________________________________________________________________________________________

Description: Description: Description: Description: Workterra 300dpi_logo (2)

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

DISCLAIMER
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Nandkumar Karlekar nandkumar@harbingergroup.com
Sent: Friday, January 20, 2017 5:06 AM
To: Debbie Kulling <debbie.kulling@ebsbenefits.com>
Cc: Van Nguyen <van.nguyen@ebsbenefits.com>; mahendra.mungase@harbingergroup.com; Sachin Hingole <sachin-h@harbingergroup.com>; Revansiddha Gaur <revansiddha.gaur@harbingergroup.com>; WT ACA <wt_aca@harbingergroup.com>
Subject: RE: Wheaton / Tango - ACA Weekly Meeting

Hi Debbie,

We have resolved all the Wheaton Issues as reported and new active benefit files are ready to review. Please see the HSPL comment for all Queries below.

Also we are joining the scheduled call.

Note : We have created the separate HSPL copy and completed the following action on that company only.

1.Loaded the termination employee data

2.Processing of ACA offers.

3.Processing Neither waive nor Enrolled Employees.

4.seperation of COBRA and Active employees for processing files: Means employee which terminated on 4/30 will be on active file from Jan –April then transfer on COBRA rest year.

5.Exported all active employee files and they are ready to review.

For COBRA Processing:

As per the below comments , its looks like BSG do not have complete data for cobra employee in WORKTERRA. So before processing the COBRA Files we need to discuss and make sure that the data is loaded in WORKTERRA correctly.

Thanks & Regards,

Nandkumar Karlekar

Technical Lead |Harbinger Systems

Ext:-467,Mob: + 91 9822834092

"Learn To Live & Live To Learn"

From: Debbie Kulling debbie.kulling@ebsbenefits.com
Sent: Friday, January 20, 2017 6:15 AM
To: Van Nguyen; 'nandkumar@harbingergroup.com'; 'mahendra.mungase@harbingergroup.com'; 'sachin-h@harbingergroup.com'
Subject: RE: Wheaton / Tango - ACA Weekly Meeting

We really need to have the team on the call tomorrow. If there is an issue please call my cell tonight 925-209-5897

Debbie Kulling | Client Service Manager

PO Box 11657, Pleasanton, CA 94588

PH: 925-469-5204 | FAX: 925-460-3920 | debbie.kulling@ebsbenefits.com

Description: Description: Description: Description: twitter Description: Description: Description: Description: linkedin-tiny-square2 Description: Description: cid:image003.png@01CD3F49.3D5BC7C0 Description: Description: Description: Description: http://chemtool.com/uploaded/six%20sigma%20logo.jpg

_______________________________________________________________________________________________________________________________________

Description: Description: Description: Description: Workterra 300dpi_logo (2)

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

DISCLAIMER
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Van Nguyen
Sent: Thursday, January 19, 2017 3:55 PM
To: 'nandkumar@harbingergroup.com' <nandkumar@harbingergroup.com>; 'mahendra.mungase@harbingergroup.com' <mahendra.mungase@harbingergroup.com>; 'sachin-h@harbingergroup.com' <sachin-h@harbingergroup.com>
Cc: Debbie Kulling <debbie.kulling@ebsbenefits.com>
Subject: FW: Wheaton / Tango - ACA Weekly Meeting

Hello team,

I sent you the meeting invite earlier. Please see the notes from Tango below. I added my notes for you in red below. Please advise if someone will be able to join the call tomorrow morning. Debbie will try to get in touch with your team tonight.

Thank you,

Van Nguyen | EDI Analyst

Employee Benefit Specialists, Inc.

PO Box 11657, Pleasanton, CA 94588

Direct: 925-621-5250 ext. 250 | Cell: 209-275-9486

FAX: 925-460-3920 | van.nguyen@ebsbenefits.com

cid:image001.jpg@01CFA81D.33E7F030 cid:image002.jpg@01CFA81D.33E7F030 cid:image009.png@01CFA81D.34000C10

_______________________________________________________________________________________________________________________________________

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

DISCLAIMER
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Scott Van Horn svanhorn@tangohealth.com
Sent: Thursday, January 19, 2017 3:04 PM
To: Van Nguyen <van.nguyen@ebsbenefits.com>
Cc: Cindy Wibbing <cindy.wibbing@ebsbenefits.com>; Kim Matus (Kim.Matus@bsg.com) <Kim.Matus@bsg.com>; Debbie Kulling <debbie.kulling@ebsbenefits.com>; Jennifer Leugers <jennifer.leugers@ebsbenefits.com>; 'Styne, Shelby' <Shelby.Styne@ascension.org>; Stewart, Stephanie <Stephanie.Stewart2@ascension.org>; Alex Mize <AlexM@tangohealth.com>; Salman Khoja <SalmanK@tangohealth.com>
Subject: RE: Wheaton / Tango - ACA Weekly Meeting

Hi all,

Here are updates based on our call today:

· Some benefits eligible but not enrolled are showing correct dates and some are not. This was the adjustment made in the last round to make sure eligible but waived employees were on the file. Some examples…

o A79532 – Karen Hanley – She shows as benefits eligible and opted out from 1/1/2016 through end of year. Kim validated this is correct.

o W408571 – Kayla Arenz – She shows as benefits eligible and opted out from 9/17/2016 through end of year. Kim said she had been eligible and opted out since 1/1/2016.

1/19 notes: Van believes this is a transition issue of the data and the manual addition of the of the opt out date into the system, but it might have only added the later part of the year and missed the earlier part of the year. Kim believe this is someone who was benefits eligible on 1/1 and then moved to a non-benefits eligible position mid-summer, then became eligible again after the move to Workterra. The 9/17 date is still questionable since it should have been on the first of the month.

HSPL: This issue is resolved and these employees are now populate their benefit eligible date as applicable.

· Many employees have a 8/31/2016 benefits termination date, but employment termination date is either missing or it’s 9/9/2016 on the active file. I provided a list of these yesterday to review.

1/19 notes: Still needs to be researched. The development team with Workterra was provided the list of 2016 Employment Termination Dates for terminated Wheaton employees to update their COBRA RET files. The biggest issue is that Workterra does not house the COBRA enrollments in the systems. BSG stores these enrollments in their Travis systems. One option is for BSG to load those COBRA enrollments into Workterra (into terminated medical plans, which is another issue) and try to get those enrollments in the Tango format that’s needed. The other option is for BSG to try to find a way to get their COBRA enrollments into the Tango format that’s needed.

· Missing termination date – Kim mentioned as we reviewed there were some employees missing a termination date. I think this tied to the issue above.

1/19 notes: Still needs to be researched. Workterra did not have the term dates, but the Employment Term dates that Kim provided were given to the development team to see if somehow those can be plugged in.

HSPL: we have loaded the terminated employees in the separate test Wheaton company and we are processing the ACA files form that Test company [Fresh replica of Wheaton].If you want to load these term employees in main Wheaton company Please approach Amit.

· Benefits Eligibility Date was 2 days before hire, but really wasn’t because it was updated. Some examples…

o W709274 – James Murphy – He shows as hired on 9/19/2016 but benefits eligible on 9/17/2016. Later records try to move that to 11/1/2016 (we only move dates if they’re within 30 days of eachother) - Development team please look into this discrepancy and advise where the 9/17/2016 date came from. Please revisit the New Hire effective dates in Workterra to determine the Benefit Eligibility Dates, on the files.

1/19 notes: Need to figure out where the 9/17/2016 came from. Van says maybe it’s the logic in the file and even though it corrected in a later file, unclear why it came through.

HSPL: We have fixed this issue and now all new hires are getting benefit Eligible date as per their new hire/Rehire rule so this employee will get benefit eligibility date as 11/01/2016.

· Per diem exclusions...but that were offered COBRA…need to be communicated. – Per Diem employees should show up on all of the Active DEM files as well as the COBRA RET files since they are all COBRA eligible after their pass their new hire window. However, BSG/Wheaton needs to provide the COBRA data from their Travis systems in order to find out who is Active versus Terminated as well as which dates they were enrolled in COBRA medical coverage.

HSPL : As per the yesterday’s communication we need to exclude these Per Diem Employees from ACA files and today again we have received the requirement that we need to include these employees on ACA files for Active and COBRA. Please help us in stabilizing the requirements well before time.

Thank you!

Scott Van Horn

Vice President, Client Services

svanhorn@tangohealth.com

855-468-2646 x 803 Direct Phone

From: Van Nguyen van.nguyen@ebsbenefits.com
Sent: Wednesday, January 18, 2017 12:02 PM
To: Scott Van Horn <svanhorn@tangohealth.com>
Cc: Cindy Wibbing <cindy.wibbing@ebsbenefits.com>; Kim Matus (Kim.Matus@bsg.com) <Kim.Matus@bsg.com>; Debbie Kulling <debbie.kulling@ebsbenefits.com>; Jennifer Leugers <jennifer.leugers@ebsbenefits.com>
Subject: RE: Wheaton / Tango - ACA Weekly Meeting

Hi Scott,

I just left you a voice-mail. I got the list of 2016 employment termination dates from Kim and I’ve requested our developers to update the COBRA files. Can you please advise on the following:

1) The deadline that you need the corrected COBRA RET files

2) Whether if you can accept change files with the records that have been corrected, or if you need corrected full files for each month (COBRA RET files)

Kim and our team are also looking into how COBRA eligible employees that are in Active Employment statuses are being reported. We also do not administer COBRA for Wheaton, but are trying to figure out a way to get them reported properly on the Tango files.

Thank you,

Van Nguyen | EDI Analyst

Employee Benefit Specialists, Inc.

PO Box 11657, Pleasanton, CA 94588

Direct: 925-621-5250 ext. 250 | Cell: 209-275-9486

FAX: 925-460-3920 | van.nguyen@ebsbenefits.com

cid:image001.jpg@01CFA81D.33E7F030 cid:image002.jpg@01CFA81D.33E7F030 cid:image009.png@01CFA81D.34000C10

_______________________________________________________________________________________________________________________________________

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

DISCLAIMER
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Van Nguyen
Sent: Tuesday, January 17, 2017 8:25 AM
To: 'Scott Van Horn' <svanhorn@tangohealth.com>; 'Hanley, Karen' <Karen.Hanley@ascension.org>; Cindy Wibbing <cindy.wibbing@ebsbenefits.com>; Stewart, Stephanie <Stephanie.Stewart2@ascension.org>; 'Hawkins, Judy L. (HR)' <Judy.Hawkins@ascension.org>; Phivu Nguyen <vu@tangohealth.com>; 'Kim Matus' <Kim.Matus@bsg.com>; 'Styne, Shelby' <Shelby.Styne@ascension.org>; 'Sherri Hauser' <Sherri.Hauser@bsg.com>; Alex Mize <AlexM@tangohealth.com>; Salman Khoja <SalmanK@tangohealth.com>
Subject: RE: Wheaton / Tango - ACA Weekly Meeting

Hi Scott,

Yes, I’ll be available. Do you have examples of some employees with these issues that we can research ahead of time?

Thank you,

Van Nguyen | EDI Analyst

Employee Benefit Specialists, Inc.

PO Box 11657, Pleasanton, CA 94588

Direct: 925-621-5250 ext. 250 | Cell: 209-275-9486

FAX: 925-460-3920 | van.nguyen@ebsbenefits.com

cid:image001.jpg@01CFA81D.33E7F030 cid:image002.jpg@01CFA81D.33E7F030 cid:image009.png@01CFA81D.34000C10

_______________________________________________________________________________________________________________________________________

Total Enrollment Services l Employer & Employee Member Portals l Flexible Spending Accounts l Commuter Benefits

Employer Flex Benefit Card l COBRA & Retiree Administration l Invoice Reconciliation l Voluntary Benefits

www.ebsbenefits.com www.workterra.com

DISCLAIMER
This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

From: Scott Van Horn svanhorn@tangohealth.com
Sent: Tuesday, January 17, 2017 8:01 AM
To: 'Hanley, Karen' <Karen.Hanley@ascension.org>; Cindy Wibbing <cindy.wibbing@ebsbenefits.com>; Stewart, Stephanie <Stephanie.Stewart2@ascension.org>; 'Hawkins, Judy L. (HR)' <Judy.Hawkins@ascension.org>; Phivu Nguyen <vu@tangohealth.com>; 'Kim Matus' <Kim.Matus@bsg.com>; 'Styne, Shelby' <Shelby.Styne@ascension.org>; 'Sherri Hauser' <Sherri.Hauser@bsg.com>; Van Nguyen <van.nguyen@ebsbenefits.com>; Alex Mize <AlexM@tangohealth.com>; Salman Khoja <SalmanK@tangohealth.com>
Subject: Wheaton / Tango - ACA Weekly Meeting

Hello all,

Kim and I have been discussing a possible issue with the COBRA files that we need to discuss ASAP. We believe that the COBRA file may contain terminated employees but information on their benefits while they were active, rather than their COBRA benefits.

Could the team be available at 3 p.m. Central for a 30 minute discussion?

Thank you!

Scott Van Horn

Vice President, Client Services

Tango Health, Inc.

svanhorn@tangohealth.com

855-468-2646 x 803 Direct Phone

866-384-8549 Client Services

Disclaimer: This e-mail may contain Privileged/Confidential information and is intended only for the individual(s) named. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon this information by persons or entities other than the intended recipient is prohibited. Please notify the sender, if you have received this e-mail by mistake and delete it from your system. Information in this message that does not relate to the official business of the company shall be understood as neither given nor endorsed by it. E-mail transmission cannot be guaranteed to be secure or error-free. The sender does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. Visit us at http://www.harbingergroup.com/

Hi Debbie Kulling

[EBS] - The fully insured plans fell off the reports as well

[Harbinger] - We have consider only self insured plan while exporting data.Please refer comment - 28/Nov/16 9:37 AM.In this feedback they have mentioned , get data for people who are on self-insured plans.We will send plan list, in this we have mentioned which plan is ACA, full insured , Self insured,Plan start date. Please let us know which plan need to consider before proceed for next set of files. File Name - Medical_Plan_List.xls

[EBS] - Kim is auditing the files. She is stating that all employees except one employee is listed as full-time. Why are there not more part-time/per diem status
Rebecca Anhalt is listing on the files as full time and she was a part time employee this is in column T (employment status) of the spreadsheet.My guess is that you are pulling this value from the WORKTERRA employee type field. For Wheaton this data is in the UDF “Wheaton Employee Type”

[Harbinger] - Yes, we did the same customization. We will use “Wheaton Employee Type” while exporting files.

Please let us know when we will get full feed back on shared files, that will help to verifying points and fix points.All this fixes will get in one file.

We sent today's call invite.Kindly request you accept the invitation and joint the call.

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Rakesh Roy Bharti Satpute Revansiddha Gaur

Thanks

All of the plans on the report should be included except the COBRA plans because there are not COBRA enrollments in the system.

Please change the employee type to the Wheaton Employee Type.

Another issue the record count between Aug and September dropped. Aug was 14565 September was 12565. Why was there a drop. We are thinking that the per diem employees are the ones that dropped off the file.

Please advised why the record count dropped. Once that it determined we need to run the files out and compare it to what was sent to Tango and we can start working on the correction files.

HI Debbie Kulling

[EBS] - Please advised why the record count dropped. Once that it determined we need to run the files out and compare it to what was sent to Tango and we can start working on the correction files.

[Harbinger] - We did not get the highlighted row. Can you please elaborate more ?

Thanks.

Hi Debbie Kulling

We have done analysis of difference is employee count for Aug and Sep month. We have found below major reason for count drop.
1. Almost 14 medical plan has terminated on 08/31/2016 and almost 1000 employees belongs to those plan is not eligible or enrolled in any other plan in Sep month.
2.Another reason is almost 500 employee has terminated in Aug month.
3. Also have big count of employee is not eligible for any medical plan in Sep month.

Nandkumar Prabhakar KarlekarMahendra MungaseSachin HingoleRevansiddha Gaur

I need a list of the employees that dropped as of September and the plans they were enrolled in. We need to audit the list of 1000 employees and the 500 employees mentioned above.

Right now the COBRA file is on hold until further notice.

Hi Debbie Kulling

There is total 2288 employee difference in Aug and Sep file. We have done analysis of these dropped employees and sheet uploaded on FTP.

FTP URL - https://ftpsecure.ebsbenefits.com/
FTP Path - /users/workterraaca/BSG ACA/Wheaton_TANGO/01252017
File Name - Wheaton_Employee_Not_Sep2016_File.xls

1 "EMP_List_Eligibile_Plans_Terminated_in_Aug" tab contains 1586 employee whose medical eligible plans are terminated on 08/31/2016. Hence these employees dropped in Sep month file.

2. "EMP_List_Not_Eligible_Complete_Sep" tab contains 113 employee those are not eligible for any medical plan for complete Sep month.
Hence these employees is not populated on Sep month file.

3. "Employee_Terminated_Aug2016" tab contains 488 employee terminated in Aug month. Hence these are not populated on Sep month file.

4. Remaining 101 employee is not eligible to any medical plan in complete Sep month.Hence these employee did not populated on file, these will get populated in later months files.

Note : "Plans Terminated in Aug" tab contains list of medical plans terminated on 08/31/2016.

Nandkumar Prabhakar KarlekarMahendra MungaseSachin HingoleBharti SatputeRevansiddha Gaur

Hi Debbie Kulling

As per last request - we have selected all medical plans except COBRA plans. Also employee type mapped with "UDF “Wheaton Employee Type”. Employee and dependent files deployed on FTP.Please download it from below FTP location.

FTP URL - https://ftpsecure.ebsbenefits.com/
FTP Path - /users/workterraaca/BSG ACA/Wheaton_TANGO/01272017
File Name - 1.Employee_Jan_To_Dec_16.zip
2. Dep_Jan_To_Dec_16.zip

CC- Sachin Hingole Nandkumar Prabhakar Karlekar Bharti Satpute Revansiddha Gaur Yogesh Chaudhari Rakesh Roy

Thanks

Hi everyone,

The corrected Active DEM and DEP files have been posted to our FTP server for Kim and BSG team to review the data before uploading the files to Tango's systems.

Hi Van Nguyen

Do you have any feed back on sent files?

Thanks

Hi Mahendra Mungase,

I forwarded the corrected files to Kim at BSG for her to review, however, she and her team are working on the COBRA files in priority instead. I will let you know as soon as I hear back.

Kim at BSG will try to get COBRA files ready for me to post to Tango's site by 2/8/2017.

Alex Nguyen posted the 22 test COBRA files that BSG provided to us to Tango's server today.

Hi Mahendra Mungase,

Please see Kim at BSG's questions below and let us know your feedback:

During our call today there were some items discussed that I we needed for Workterra to produce the monthly files for 2017.

Plan IDs for 2017 will change. They will be WHDHP and WPPO. I have attached the 6 Medical Plan names in WT to provide any clarification needed.

There is another area that will need to be programmed differently and possibly discussed regarding Field 31 on the DEM file. In 2017, the Ascension plans moved to a Premium Structure based on Salary bands. 4 salary bands were built for 2017 and associated rates were also built in the WT system to determine the proper premium based on the salary. The Minimum Coverage Amount value will be based on these premiums driven by Salary band, but it will only populate the value for the Single HDHP in that salary band.

For example, someone enrolled in the Family PPO plan for January 2017, earning $34,000 would be in Salary band 1. Their monthly premium in WT would be $335.83, but the amount that would need to report in Field 31 would be 80.17 (single HDHP premium) – HDHP Less than 35006 Sub Rate Name, Employee Pre Tax Cost Associate Only Health Tier.

It gets a bit more complicated when the Ascension Socially Just (Premium Assistance) program comes into plan. This is a program providing a rate reduction (25%, 50%, 75% or 100%) which is captured in a UDF at the Employee Demographic screen (2017 Medical Subsidy), this reduction would then need to be applied to the above amount. There are approximately 375 employees in this Socially Just program.

These changes are very different from the 2016 data, which was a static amount. Can you let me know your thoughts on this and if this would be possible in development? Since we are only providing this report for 4 months, if there is a better way to do this due to development process potentially being extensive, please let me know.

I am still working to finalize all of the rates for those in the Socially Just program. I do have the rates for those based on the Salary Bands

Band 1 under 35006 $80.17

Band 2 35006 to 75006 $112.67

Band 3 75006.01 to 150010 $147.34

Band 4 over 150010.00 $179.84

Please let me know if you would like to discuss this to make sure you have a full understanding of this project for 2017.

Please look into the comments. Open new JIRA for 2017 and link with same JIRA. Before opening new JIRA please check any JIRA is exist for 2017.

Hi Alex Nguyen,

Due to other priority task, we won't be able to work on this Jira.
We will update you on 16 Feb 2017 [EOD].

Thanks,
Smita
FYI Nandkumar Prabhakar Karlekar],Sachin Hingole,Mahendra Mungase,Kumar Chhajed,Revansiddha Gaur

Hi Alex Nguyen

We have following queries regarding this requirement.

1.We have considered few employees whose class 3 is WI for our analysis.
Could you please update the expected EE cost in attach file so that it will give us clear picture .
Let us know, we will need this data for all classes or any specific standard population.
2.Is there any chance that we will need files for all 12 months of 2017 or only for first 4 months of 2017.
3.Let us know, if we have any idea about delivery date of the files per month.

Currently system will display "Minimum Coverage amoun"t on file as mentioned in document.
Once we will get exact expected EE cost for these employees with comments if any, we can give clear thought about any development needs or we can achieve same with customization.

Note: PFA file "Ascension Wisconsin analysis doc.xls" of our analysis

Thanks,
Smita

FYI Sachin Hingole,Nandkumar Prabhakar Karlekar,Mahendra Mungase,Revansiddha Gaur,Van NguyenKumar Chhajed,

Hi Smita Pawar

Van had been handling file with client and was on the conference call. She will be able to update the requested info on the file accordingly. Reassigning for her to complete the task.

Thank you,

Alex

Hi Smita Pawar,

I have forwarded your queries to Kim for her to advise.

Ascension Wisconsin analaysis doc.xls

Per Kim at BSG:

I have attached the spreadsheet with requested information along with additional examples for those associates that participate in the Socially Just Program, which is identified by a UDF – 2017 Medical Subsidy on the Demographic Page. The Minimum Cost of Coverage for these associates will be based on an Associate Only PPO rate for Band 1 with the corresponding percentage reduction applied.

Please see the examples provided on the spreadsheet to make sure they make sense to you and the development team.

Also Files for ACA reporting will be needed for January 2017 – April 2017 only. We will need a DEM and DEP file for each month. The files should be provided to Tango, the ACA vendor no later than the 10th day of the month following the end of the month.

January file due February 10th

February file due March 10th

March file due April 10th

April file due May 10th

We have obviously missed the January due date based on today, Thursday, February 23rd being the date that EBS received the data for the Minimum Cost of Coverage field.

Can you please review and let me know the following:

Understanding and ability to program the minimum cost of coverage as explained and provided

Timing of January file to Tango

Timing of February file to Tango (will it be available by March 10th?)

EBS will only be providing files for ACTIVE employees, with a Class 3 value of WI, in Workterra.

Hi Smita Pawar,

Please provide an update by Monday as to whether the requests made by Kim are feasible and how long it would take to be updated on the files. She'd also like to know if the deadline of March 10th could be met for the February file.

Van Nguyen

We are analyzing this requirement and we need discussion on the same . Can you please tell us you available timing to discuss this requirement.

Revansiddha Gaur,Smita Pawar

Hi Nandkumar Prabhakar Karlekar,

I've requested Kim Matus's availability this week for a discussion and copied you on that email.

Hi shyam sharma,

Thanks for hosting the meeting today. As Kim requested, once you have a concrete idea of how long it would take to implement the requests from Kim, please let me know so that Kim can have it in writing for the client to set the expectations accordingly.

cc - Michelle Parker, Debbie Kulling

Van Nguyen

Following is the Requirement understanding from our side. we will analyze how to implement this and let you know.

If Employee is Enrolled in PPO plan and "UDF 2017 Medical Subsidy" then Employee will get Cost as per table.

All other employees will get minimum EE cost as per the salary band in the table.

Hi Van Nguyen,

We are furnishing the file on 30 March 2017 by considering the above requirement .

Regards,
Revan
Smita Pawar Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

Hi Smita Pawar, Sachin Hingole, Mahendra Mungase, Nandkumar Prabhakar Karlekar,

[~chimane@ebsbenefits.com] is requesting if the files can be ready before March 30. If not, then it is okay, but if there's any way that the files can be ready before then, it would please the client. Please let us know by Monday, 3/13/2017, if that would be possible and provide the new proposed date of when the files may be available.

Also, can you please reopen this ticket for tracking purposes? I'm not able to reopen it. Thank you.

Hi Van Nguyen,

We will try to deliver these files ASAP but we are not in position to commit any date before 30 March because currently we have very limited bandwidth available for ACA and also we are executing ACA e-submissions.

Definitely, we will try to deliver these file ASAP.

New JIRA ID- WT-8884