Form CMS-10142 Worksheets: Medicare Advantage Bid Pricing Tool

Bid Pricing Tool (BPT) for Medicare Advantage (MA) Plans and Prescription Drug Plans (PDP) (CMS-10142)

CMS-10142_Attachment_D-1_CY2027_MA_BPT.xlsx

Bid Pricing Tool (BPT) for Medicare Advantage (MA) Plans and Prescription Drug Plans (PDP)

OMB: 0938-0944

Document [zip]
Download: zip | pdf
WORKSHEET 1 - MA BASE PERIOD EXPERIENCE AND PROJECTION ASSUMPTIONS Note: See bid instructions for ESRD and hospice exclusions.
MA-2027.1
I. General Information OMB Approved # 0938-0944 (Expires: 3/31/2027)
1. Contract Number:
2. Plan ID:
3. Segment ID:

5. Organization Name
6. Plan Name:
7. Plan Type:

9. Enrollee Type:
10. MA Region:
11. Act. Swap/Equiv Apply:
12. SNP:

13. Region Name: N/A




















N/A






































4. Contract Year: 2027 8. MA-PD:

14. SNP Type: N/A


















II. Base Period Background Information Note: DE# refers to Dual Eligible Beneficiaries without full Medicare cost sharing liability





Total
Non-DE# DE#





















1. Time Period Definition

2 Member Months
0
0 6. Bids In Base Contr-Plan-Seg ID Member Months Contr-Plan-Seg ID Member Months


















Incurred from: 01/01/2025 3 Risk Score

0.0000






















Incurred to: 12/31/2025 4 Completion Factor























Paid through:





















5. Level of significance























































































































III. Base Period Data (at Plan's Risk Factor) for 1/1/2025-12/31/2025 IV. Projection Assumptions VI. Base Period Risk-Sharing Payments
(b) (c) (d) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p) (q) (u) (v)
Service Category Net PMPM Cost Sharing Util Type Total Benefits Util. Adjustments to Contract Period Unit Cost Adjustment Additive
Adjustments


















Annualized
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Util/1000
Trend
Benefit Plan
Change
Population
Change
Other
Factor
Provider Payment
Change
Other
Factor


















Util/1000 PMPM





































a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B
l. Transportation (Non-Covered)
m. Dental (Non-Covered)
n. Vision (Non-Covered)
o. Hearing (Non-Covered)
p. Suppl. Ben. Chpt 4 (Non-Covered)
q. Other Non-Covered
r. COB/Subrg. (outside claim system)
s. Total Medical Expenses

$0.00

$0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00



























0.00

0.00

























0.00 0.00

























$0.00 $0.00 $0.00





































t. Subtotal Medicare-covered service categories $0.00

















Service Category Net PMPM










































































































































































a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
o.
p.
q.
r.
s.






















































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































0.00




















































































$0.00




















































































V. Base Period Summary for 1/1/2025-12/31/2025 (excludes Optional Supplemental)
ESRD Hospice All Other Total
1. CMS Revenue $0 Non-Benefit Expenses: 8. Gain/(Loss) Margin $0
2. Premium Revenue $0 7a. Sales & Marketing
3. Total Revenue $0 $0 $0 $0 7b. Direct Administration Percentage of Revenue:
7c. Indirect Administration 9a. Net Medical Expenses 0.0%
4. Net Medical Expenses $0 7d. Net Cost of Private Reinsurance 9b. Non-Benefit Expenses 0.0%
9c. Gain/(Loss) Margin 0.0%
5. Member Months 0 0
7e. Total Non-Benefit Expenses $0
PMPMs: 10a. Medicaid Revenue
6a. Revenue PMPM $0.00 $0.00 $0.00 $0.00 10b. Medicaid Cost $0
6b. Net Medical PMPM $0.00 $0.00 $0.00 $0.00 10b1. Benefit expenses
6c. Non-Benefit PMPM $0.00 10b2. Non-benefit expenses
6d. Gain/(Loss) Margin PMPM $0.00















































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































PRA Disclosure Statement According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0938-0944. The time required to complete this information collection is estimated to average 30 hours per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Mail Stop C4-26-05, Baltimore, Maryland 21244-1850.
CMS - 10142
1. Contract Number:
5. Organization Name: 9. Enrollee Type:
13. Region Name: N/A
2. Plan ID:
6. Plan Name: 10. MA Region: N/A


3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A
II. Projected Allowed Costs Note: DE# refers to Dual Eligible Beneficiaries without full Medicare cost sharing liability
Contract Year Allowed Costs at Plan's Risk Factor: 1. Projected
2. Projected
member months risk factor
Total 0
0.0000
Non-DE#
0
0.0000
DE# 0
0.0000


(c) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o)
(p) (q) (r)
Service Category Util Type Projected Experience Rate Manual Rate Credibility Blended Rate % of svcs provided
OON

Annual
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Annual
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Annual
Util/1000
Avg Cost
per Unit
Total Allowed
PMPM
Non-DE#
Allowed PMPM
DE#
Allowed PMPM




a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B
l. Transportation (Non-Covered)
m. Dental (Non-Covered)
n. Vision (Non-Covered)
o. Hearing (Non-Covered)
p. Suppl. Ben. Chpt 4 (Non-Covered)
q. Other Non-Covered

0 $0.00 $0.00
$0.00

0 $0.00 $0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00




0 0.00 0.00
0.00

0 0.00 0.00



r. COB/Subrg. (outside claim system)
s. Total Medical Expenses
0.00



0.00



$0.00 $0.00 0% $0.00 $0.00 $0.00


0% CMS Guideline Credibility
t. Subtotal Medicare-covered service categories $0.00
$0.00 0%
$0.00 $0.00 $0.00

1. Contract No:
5. Org Name: 9. Enrollee Type:
13. Region Name: N/A








2. Plan ID:
6. Plan Name: 10. MA Region: N/A










3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A








II. Maximum Cost Sharing Per Member Per Year
Is there a plan-level OOP maximum? (Yes/No, then enter amount) 1. In Network NO
2. Out of Network NO
3. Combined NO










IV. Mapping of PBP service categories to BPT
PBP line BPT category

























































































1a 1b 2
3
4a 4b 4c
5a, 5b
6
7a 7b 7c 7d 7e 7f 7g 7h 7i 7j 7k 8a 8b 9a 9b 9c 9d 10a 10b 11a 11b 11c 12
13a
13b 13c
13d, 13e, 13f
13g, 13h
14a 14b 14c 14d 14e 15
16a
16b 16c 17a 17b 18a 18b 18c V/T 19a
19b
a1

























































































a2
























































































b
























































































h5
























































































f
























































































f
























































































f
























































































h3, h5
























































































c
























































































i1
























































































i2, i6
























































































i4
























































































i2, i5, i6
























































































i3
























































































i2, i6
























































































i2, i6
























































































i3
























































































i4
























































































i1
























































































i2
























































































h1
























































































h2
























































































h5, g
























































































g
























































































h5
























































































h5, k
























































































d
























































































l
























































































e1
























































































e2
























































































e2
























































































h4
























































































q
























































































q
























































































q
























































































q
























































































q
























































































k, i1, i2, i6
























































































i1, i2, i6
























































































p
























































































i1, i2, i6
























































































i1, i2, i6
























































































j
























































































i2, i6
























































































m
























































































m
























































































n1
























































































n2
























































































o1
























































































o2
























































































o2






































































































































































































































































































































































III. Development of Contract Year Cost Sharing PMPM (Plan's Risk Factor)
(c) (d) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o)
Service Category Description Measure-ment Unit
Code
In-Network Effective Deductible
PMPM*
In-Network Cost Sharing After Deductible Total
In-Network Cost Share PMPM
Out-of-Network Description of Cost Sharing / . . .
Benefit Limits****
Out-of-Network Cost Sharing PMPM*** Grand Total Cost Share PMPM
(INN+OON)









In-Network Util/1000
or PMPM
Description of Cost Sharing / Add'l Days /
Benefit Limits****
Effective Copay / Coin
Before OOP Max
**Effective Copay / Coin
After OOP Max
In-Network PMPM




















a.1. Inpatient Facility Acute
Mental Health
DME
Prosthetics/Diabetes
Lab Radiology Mental Health Renal Dialysis Other
PCP
Specialist excl. MH Mental Health (MH) Therapy (PT/OT/ST) Radiology
Other






$0.00 $0.00

$0.00








a.2. Inpatient Facility





0.00 0.00

0.00








b. Skilled Nursing Facility





0.00 0.00

0.00








c. Home Health





0.00 0.00

0.00








d. Ambulance





0.00 0.00

0.00








e.1. DME/Prosthetics/Diabetes





0.00 0.00

0.00








e.2. DME/Prosthetics/Diabetes





0.00 0.00

0.00








f. OP Facility - Emergency





0.00 0.00

0.00








g. OP Facility - Surgery





0.00 0.00

0.00








h.1. OP Facility - Other





0.00 0.00

0.00








h.2. OP Facility - Other





0.00 0.00

0.00








h.3. OP Facility - Other





0.00 0.00

0.00








h.4. OP Facility - Other





0.00 0.00

0.00








h.5. OP Facility - Other





0.00 0.00

0.00








i.1. Professional





0.00 0.00

0.00








i.2. Professional





0.00 0.00

0.00








i.3. Professional





0.00 0.00

0.00








i.4. Professional





0.00 0.00

0.00








i.5. Professional





0.00 0.00

0.00








i.6. Professional





0.00 0.00

0.00








j. Part B Rx





0.00 0.00

0.00








k. Other Medicare Part B





0.00 0.00

0.00








l. Transportation (Non-Covered)





0.00 0.00

0.00








m. Dental (Non-Covered)





0.00 0.00

0.00








n.1. Vision (Non-Covered) Professional





0.00 0.00

0.00








n.2. Vision (Non-Covered) Hardware





0.00 0.00

0.00








o.1. Hearing (Non-Covered) Professional





0.00 0.00

0.00








o.2. Hearing (Non-Covered) Hardware





0.00 0.00

0.00








p. Suppl. Ben. Chpt 4 (Non-Covered)





0.00 0.00

0.00








q. Other Non-Covered






0.00 0.00

0.00
















0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00














0.00 0.00

0.00








s. Total $0.00
$0.00 $0.00 $0.00 $0.00








t. Actual combined plan deductible:
*Actual in-network plan deductible:
***Actual OON plan deductible:









































































































































































































u. ** PMPM impact of in-network OOP max: ***PMPM impact of OON OOP max:
****NOTE: Cells H25:H64 and cells M25:M64 can be used at the discretion of the Plan sponsor. The contents are NOT uploaded in the bid submission, and will be deleted during finalization. See instructions for details.

































































































I. General Information




1. Contract Number:
5. Organization Name: 9. Enrollee Type:
13. Region Name: N/A



2. Plan ID:
6. Plan Name: 10. MA Region: N/A





3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A



II. Development of Projected Revenue Requirement
A.  Non-DE# (Non-Dual Eligible Beneficiaries AND Dual Eligible Beneficiaries with full Medicare cost sharing liability)
Cost and Required Revenue PMPM at Plan's Risk Factor: 0.0000
(c) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p) (q) (r)
Service Category Total Benefits % for Cov. Svcs FFS Medicare Actl. Equiv. cost sharing Plan cost sh. for Medicare-covered svcs. Medicare Covered (w/AE cost sh.) A/B Mand Suppl (MS) Benefits



Allowed
PMPM
Plan Cost
Sharing

Net
PMPM
Allowed Cost
Sharing
Allowed
PMPM
FFS AE
Cost Sharing
Net
PMPM
Net PMPM for
Add'l Svcs.
Reduction of
A/B Cost Sh.
Total








a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B
l. Transportation (Non-Covered)
m. Dental (Non-Covered)
n. Vision (Non-Covered)
o. Hearing (Non-Covered)
p. Suppl. Ben. Chpt 4 (Non-Covered)
q. Other Non-Covered
r. COB/Subrg. (outside claim system)
s. Total Medical Expenses
$0.00 $0.00
$0.00

0.0% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00

0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00 0.00% 0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00
0.00
0.00% 0.0% 0.00 0.00 0.00 0.00 0.00 0.00 0.00



$0.00 $0.00
$0.00

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00



B.  DE# (Dual Eligible Beneficiaries without full Medicare cost sharing liability)
Cost and Required Revenue PMPM at Plan's Risk Factor: 0.0000
(c) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p) (q) (r)
Service Category Total Benefits % for Cov. Svcs State Medicaid Required Bene. cost sharing Actual cost sh. for Medicare-covered svcs. Medicare Covered (w/Medicaid cost sh.) A/B Mand Suppl (MS) Benefits



Reimb +
Actual Cost Sh.
Plan Cost
Sharing
Actual Cost
Sharing
Plan
Reimb
Allowed Cost
Sharing
Allowed
PMPM
Medicaid
Cost Sharing
Net
PMPM
Net PMPM for
Add'l Svcs.
Reduction of
A/B Cost Sh.
Total








a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B
l. Transportation (Non-Covered)
m. Dental (Non-Covered)
n. Vision (Non-Covered)
o. Hearing (Non-Covered)
p. Suppl. Ben. Chpt 4 (Non-Covered)
q. Other Non-Covered
r. COB/Subrg. (outside claim system)
s. Total Medical Expenses
$0.00 $0.00 $0.00



$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00



0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00
0.00% 0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



0.00 0.00 0.00

0.00%
0.00 0.00 0.00 0.00 0.00 0.00 0.00



$0.00 $0.00 $0.00 $0.00

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00



C.  All Beneficiaries
Cost and Required Revenue PMPM at Plan's Risk Factor: 0.0000
(c) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p) (q) (r) (t) (u)
Service Category Total Benefits




Medicare Covered A/B Mand Suppl (MS) Benefits
Projected Risk-Sharing Payments



Net PMPM

Net PMPM Net PMPM for Add'l Svcs. Reduction of A/B Cost Sh. Total
Service
Category
Net
PMPM





a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B
l. Transportation (Non-Covered)
m. Dental (Non-Covered)
n. Vision (Non-Covered)
o. Hearing (Non-Covered)
p. Suppl. Ben. Chpt 4 (Non-Covered)
q. Other Non-Covered
r. ESRD
s.
t. COB/Subrg. (outside claim system)



$0.00





$0.00 $0.00 $0.00 $0.00
a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
o.
p.
q.
r.
s.
t.





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00





0.00





0.00 0.00 0.00 0.00
0.00




















0.00





0.00 0.00 0.00 0.00
0.00
1. Contract Number:
5. Organization Name: 9. Enrollee Type:
13. Region Name: N/A























2. Plan ID:
6. Plan Name: 10. MA Region: N/A

























3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A























II. Development of Projected Revenue Requirement
u. $0.00




















































































u. Total Medical Expenses $0.00 $0.00 $0.00 $0.00 $0.00























v. Non-Benefit Expense:
























1. Sales & Marketing




$0.00

$0.00























2. Direct Administration



0.00

0.00























3. Indirect Administration



0.00

0.00























4. Net Cost of Private Reinsurance



0.00

0.00























z1. Related-Party Allowed Cost PMPM
z2. Related-Party Non-Benefit Expense PMPM



















































5. Total Non-Benefit Expense
$0.00


$0.00 0.00 0.00 $0.00























w. Gain/(Loss) Margin



$0.00 0.00 0.00 $0.00























x. Total Revenue Requirement $0.00


$0.00 0.00 0.00 $0.00























y1. Net Medical Expense % of Revenue y2. Non-Benefit % of Revenue
y3. Gain/(Loss) Margin % of Revenue

0.0%
0.0%
0.0%























0.0% 0.0% 0.0%























0.0% 0.0% 0.0%























III. Development of Projected Contract Year ESRD "Subsidy"
CY member months entered by county 0
CY ESRD member months 0
CY Out-of-Area (OOA) member months 0
Basic benefits (user entries must be reported as "per ESRD member per month") CY Revenue
- CMS capitation
Supplemental Benefits
Non-ESRD CY cost sharing reductions Non-ESRD CY additional benefits
$0.00
$0.00














































CY Medical Expenses for Basic Services















































CY Non-Benefit Expenses for Basic Services
ESRD CY cost sharing reductions














































CY Margin Requirement for Basic Services $0.00 ESRD CY additional benefits














































CY Gain/(Loss) Margin for Basic Services $0.00
Cost for CY basic benefits allocated to plan members $0.00
Incremental CY cost of cost sharing reductions Incremental CY cost of additional benefits
Total CY ESRD "subsidy" = $0.00
$0.00
$0.00














































Include ESRD "subsidy" in Total Revenue Requirement















































IV. Projected Medicaid Data

































































































Entries must be reported as "Per Member Per Month" (PMPM).
















































































1. Medicaid Projected Revenue

















































































2. Medicaid Projected Cost (not in bid) $0.00
















































































2a. Benefit expenses
2b. Non-benefit expenses




































































































































































1. Contract Number: 5. Organization Name: 9. Enrollee Type: 13. Region Name: N/A
2. Plan ID: 6. Plan Name: 10. MA Region: N/A
3. Segment ID: 7. Plan Type: 11. Act. Swap/Equiv Apply:
4. Contract Year: 2027 8. MA-PD: 12. SNP: 14. SNP Type: N/A




















II. Benchmark and Bid Development Total Non-DE# DE# Note: DE# refers to Dual Eligible Beneficiaries without full Medicare cost sharing liability
1. Member Months (Section VI) 0
0
































































2. Standardized A/B Benchmark (@ 1.000) $0.00


































































3. Medicare Secondary Payer Adjustment


































































4. Weighted Avg Risk Factor 0
0
































































5. Conversion Factor 0


































































6. Plan A/B Benchmark $0.00
































































7. Plan A/B Bid $0.00
































































8. Standardized A/B Bid (@ 1.000) $0.00
































































IV. Standardized A/B Benchmark - Regional Plans Only VIII. Projected CY Member Months
1. Member months entered by county (Sect. VI) 0










































































2. ESRD member months
3. Hospice member months
























































































































































4. Out-of-Area (OOA) member months 0
5. Total member months 0












































































Weighting






































1. Statutory Component - Region N/A 45.6%





































2. Plan Bid Component (from CMS)* 54.4% N/A





































3. Standardized A/B Benchmark 100.0%






































* See instructions - if Line 2 is not filled in, then Line 8 of Section II will be used.





































III. Savings/Basic Member Premium Development
V. Quality Rating
1. Savings $0.00
2. Rebate $0.00
3. Basic Member Premium $0.00











































































1. Quality Bonus Rating (per CMS)
2. New org/low enrollment indicator (per CMS)




































































Not applicable

































































3. Rebate % 50.0%

































































VI: County Level Detail and Service Area Summary VII: Other Medicare Information
1. Use of plan-provided ISAR factors? (Regional Plans only - enter Yes or No)

(n) (o) (p)
(q)
(r) (s) (t) (u)
(b) (c) (d) (e) (f) (g) (h) (i) (j) (k) (l) (m)
State/County
Code
State County Name Proj Member
Months
Proj Risk
Factors
Plan Provided
ISAR factors
MA Risk Ratebook
Unadjusted
MA Risk Ratebook
Risk-Adjusted
ISAR
scale
ISAR-Adjusted
Bid
Risk Payment Rate Original Medicare cost sharing (c.s.) FFS costs to weight Medicare c.s. Metropolitan Statistical Area
A only B only Inpatient SNF Pt B (excl HH) Inpatient SNF Pt B (excl HH) MM MSA name
2. Total or Weighted Average for Service Area:
3. County Level Detail:
0 0 0.00 $0.00 $0.00 0 $0.00 38.670% 61.330% 0.0% 0.0% 0.0% n/a n/a n/a 0 n/a
0% predominant MSA
Out of Area






















































































1. Contract Number:
5. Organization Name: 9. Enrollee Type:
13. Region Name: N/A
2. Plan ID:
6. Plan Name: 10. MA Region: N/A

3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A
II. Other Information





A. Part B Information B. Rebate Allocation for Part B Premium C. Rebate Allocations
1. Maximum Pt B premium buydown amt., per CMS $202.90 1. PMPM Rebate Allocation for Part B premium (maximum value=$202.90)
2. Part B Rebate Allocation, rounded to one decimal (see instructions) $0.00
1. Reduce A/B Cost Sharing (max. value=$0.00)
2. Other A/B Mand Suppl Benefits (max. value=$0.00)



































































































III. Plan A/B Bid Summary
A. Overview B. MA Rebate Allocation C. Development of Estimated Plan Premium
1. MA Rebate
2. Reduce A/B Cost Sharing
3. Other A/B Mand Suppl Benefits
4. Pt B Premium Buydown
5. Pt D Premium Buydown Basic
6. Pt D Premium Buydown Suppl
Rebate PMPM Allocation Maximum
Value
1. A/B Mandatory Supplemental revenue requirements
2. Less rebate allocations:
2a. Reduce A/B Cost Sharing
2b. Other A/B Mand Supplemental Benefits
3. A/B Mandatory Supplemental premium
4. Basic MA premium
5. Total MA Enrollee Premium (excl. Opt. Suppl.)
6. Rounded MA Premium (excl. Opt. Suppl.)
7. Part D Basic Premium
$0.00 0.00
0.00
0.00
0.00
0.00
$0.00
Medical Non-Benefit Gain/(Loss) Margin Total
1. Net medical cost
2. Non-benefit expense
3. Gain/(loss) margin
4. Total revenue requirement
Medicare-
covered
A/B Mandatory
Supplemental
n/a n/a
$0.00 $0.00
0.00 0.00
0.00 n/a
0.00 n/a
0.00 n/a
n/a
$0.00 0.00
n/a n/a
n/a
$0.00
$0.00 0.00
0.00
0.00
0.00
$0.00 0.00
202.90
0.00
0.00
$0.00
$0.00 0.00
$0.00
$0.00 0.00
$0.00 $0.00
5. Standardized A/B Benchmark
6. Plan A/B Benchmark
7. Risk Factor
8. Conversion Factor
$0.00
$0.00 0.0000
0.0000

7 Total
$0.00 $0.00 Unalloc. rebate $0.00 $0.00
$0.00

7a. Prior to rebates (rounded value from Part D BPT)
7b. A/B rebates allocated to Part D Basic Premium

IV. Contact Information MA Plan Bid Contact:
Name, Position
Phone Number Email Address
MA Certifying Actuary: Name, Credentials Phone Number Email Address
MA Additional BPT Actuarial Contact:
Name, Position Phone Number Email Address




V. Working Model Text Box
This section can be used at the discretion of the Plan sponsor. The contents are NOT uploaded in the bid submission, and will be deleted during finalization. See instructions for details.




7c. A/B rebates for Part D Basic Premium (rounded)
7d. Part D Basic Premium*
8. Part D Supplemental Premium
$0.00
$0.00
8a. Prior to rebates (rounded value from Rx BPT)
8b. A/B rebates allocated to Part D Suppl Premium


8c. A/B rebates for Part D Suppl Premium (rounded)
8d. Part D Supplemental Premium
9. Total estimated plan premium*
$0.00
$0.00
$0.00
10. Plan Intention for target PD basic premium
* The premiums shown in lines 7 and 9 are estimates. Actual plan premiums will be calculated by CMS when the Part D National Average is determined by CMS. The premiums shown in lines 7 and 9 may not be final.
Note: Premiums are rounded to one decimal (i.e., to the nearest dime) to comply with premium withhold system requirements. See instructions for more information.

































































































































































































































































































































































































































































































































































































































Date Prepared






























































































































































































































1. Contract Number:
5. Organization Name: 9. Enrollee Type:
13. Region Name: N/A
2. Plan ID:
6. Plan Name: 10. MA Region: N/A


3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. MA-PD:
11. Act. Swap/Equiv Apply:
12. SNP:

14. SNP Type: N/A
II. Optional Supplemental Packages
(b) (c) (d) (e) (f) (g) (h) (i) (j)
Package ID Description Allowed Medical Expense
PMPM
Enrollee
Cost Sharing PMPM
Net PMPM
value
Non-
Benefit Expense
Gain/
(Loss) Margin
Premium Projected
Member Months


1


$0.00

$0.00


2


$0.00

$0.00


3


$0.00

$0.00


4


$0.00

$0.00


5


$0.00

$0.00



Weighted Avg.
Total
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 0

III. Base Period Summary for 1/1/2025-12/31/2025 (Note: This section must be reported at the contract level.)

Net Medical
Expenses

Non-Benefit
Expenses
Gain/(Loss)
Margin

Premium
Member
Months


1. Total $: for all OSB packages combined

$0



2. PMPM (based on OSB membership) $0.00 $0.00 $0.00 $0.00

MSA-2027.1
I. General Information OMB Approved # 0938-0944 (Expires: 3/31/2027)
1. Contract Number:
5. Organization Name:
6. Plan Name:
7. Plan Type:

9. Enrollee Type: A/B





























2. Plan ID:
3. Segment ID:

































MSA




























4. Contract Year: 2027 8. Deductible Amount:





























II. Base Period Background Information

1. Time Period Definition
2. Member Months
5. Bids In Base
Contr-Plan-Seg ID % of MMs
Incurred from: 01/01/2025 3. Risk Score
a.


Incurred to: 12/31/2025 4. Completion Factor
b.

Paid through:


c.





d.
































































































III. Base Period Data (at Plan's Risk Factor)



IV. Projection Assumptions
(c) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p)
Service Category Util Type Total Benefits Util. Adjustments to Contract Period Unit Cost/
Intensity Trend
Additive
Adjustments
Annualized
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Util/1000
Trend
Benefit Plan
Change
Population
Change
Other
Factor
Util/1000 PMPM


a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B


$0.00









0.00









0.00









0.00









0.00









0.00









0.00









0.00









0.00









0.00









0.00







l. COB/Subrg. (outside claim system)
m. Total Medicare Covered Medical Expenses







$0.00

PRA Disclosure Statement According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0938-0944. The time required to complete this information collection is estimated to average 30 hours per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Mail Stop C4-26-05, Baltimore, Maryland 21244-1850.
CMS - 10142
I. General Information



1. Contract Number:
5. Organization Name: 9. Enrollee Type: A/B


2. Plan ID:
6. Plan Name:



3. Segment ID:
4. Contract Year:
2027 7. Plan Type:
8. Deductible Amount:
MSA


II. Projected Allowed Costs
Contract Year Allowed Costs at Plan's Risk Factor:
(c) (e)
(f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p)
Service Category Util Type Projected Experience Rate Manual Rate Exper. Cred.
%
Contract Year Rate % of svcs
provided OON
Annual
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Annual
Util/1000
Avg Cost
per Unit
Allowed
PMPM
Annual
Util/1000
Avg Cost
per Unit
Allowed
PMPM


a. Inpatient Facility
b. Skilled Nursing Facility
c. Home Health
d. Ambulance
e. DME/Prosthetics/Diabetes
f. OP Facility - Emergency
g. OP Facility - Surgery
h. OP Facility - Other
i. Professional
j. Part B Rx
k. Other Medicare Part B

0 $0.00 $0.00
$0.00

0 $0.00 $0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00

0 0.00 0.00
0.00

0 0.00 0.00
l. COB/Subrg. (outside claim system)
m. Total Medicare Covered Medical Expenses
0.00



0.00
$0.00 $0.00 0% $0.00

0% CMS Guideline Credibility

WORKSHEET 3 - MSA BENCHMARK PMPM Note: See bid instructions for ESRD and hospice exclusions.











I. General Information











1. Contract Number: 5. Organization Name: 9. Enrollee Type: A/B
2. Plan ID: 6. Plan Name:
3. Segment ID: 7. Plan Type: MSA
4. Contract Year: 2027 8. Deductible Amount:


















IV. Quality Bonus Rating












II. Contact Information
















MSA Plan Contact Person:
1. Quality Bonus Rating
2. New/low indicator (per CMS)















Not applicable












Name, Position
Phone Number Email Address


















MSA Certifying Actuary:
















Name, Credentials Phone Number Email Address

















MSA Additional BPT Actuarial Contact:
















Name, Position
Phone Number Email Address




































Date Prepared (MM/DD/YYYY)
















III: County Level Detail and Service Area Summary











(b) (c) (d) (e) (f) (g) (h)













State/County
Code
State County Name Projected Member
Months
Projected Risk
Factors
MA Risk Ratebook
Unadjusted
MA Risk Ratebook
Risk-Adjusted














1. Total or Weighted Average for Service Area:
2. County Level Detail:
0 0 $0.00 $0.00













Plan
Benchmark


























Out of Area


































Note: See bid instructions for ESRD and hospice exclusions.
I. General Information





1. Contract Number: 5. Organization Name: 9. Enrollee Type: A/B
2. Plan ID: 6. Plan Name:
3. Segment ID: 7. Plan Type: MSA
4. Contract Year: 2027 8. Deductible Amount:






II. Development of Claim Information Intervals (Plan's Risk Factor and Exclude Services Covered Within the Deductible)
(c) (d) (e) (f) (g)





Annual Projected
Claim
Interval
Annual Average Claim
Amount
Percentage of Member Months
(Only Use Highest
Claim Interval)
Gross Claims (PMPM) Gross Claims Over Deductible (PMPM)



















1 $0-$250

$0.00









2 $251-$2,000

0.00









3 $2001-$4,000

0.00









4 $4001-$6,000

0.00









5 $6001-$8,000

0.00









6 $8001-$10,000

0.00









7 $10,001-$12,000

0.00









8 $12,001-$15,000

0.00









9 $15,001-$20,000

0.00









10 $20,001-$30,000

0.00









11 $30,001-$50,000

0.00









12 $50,001-$70,000

0.00









13 over $70,000

0.00









Total 0.00% $0.00 $0.00








III. Development of Summary Information (Plan's Risk Factor)
a. Plan Medical Expenses
b. Non-Benefit Expense:
1. Sales & Marketing
2. Direct Administration
3. Indirect Administration
4. Net cost of private reinsurance












$0.00
Part A Part B
































































































$0.00






5. Total Non-Benefit Expense
c. Gain/(Loss) Margin
d. Total Plan Revenue Requirement
e. Projected Plan Benchmark
f. Projected Monthly Enrollee Deposit
g. Percent of Plan Revenue
1. Medical Expenses
2. Non-Benefit Expense
3. Gain/(Loss) Margin
h. Standardized Plan Benchmark
















$0.00






$0.00






$0.00 $0.00 $0.00

















0.0%







0.0%






0.0%






$0.00 $0.00 $0.00

















I. General Information












1. Contract Number:
2. Plan ID:
3. Segment ID:
4. Contract Year:
2027 5. Organization Name:
6. Plan Name:
7. Plan Type:
8. Deductible Amount:
9. Enrollee Type: A/B
MSA












II. Optional Supplemental Packages
(b) (c) (d) (e) (f) (g) (h) (i) (j)
Package ID Description Allowed Medical Expense
PMPM
Enrollee Cost Sharing
PMPM
Net PMPM
value
Non-Benefit
Expense
Gain/ (Loss)
Margin
Premium Projected Member
Months












1


$0.00

$0.00












2


$0.00

$0.00












3


$0.00

$0.00












4


$0.00

$0.00












5


$0.00

$0.00













Weighted Avg.
Total
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 0











III. Base Period Summary for 1/1/2025-12/31/2025 (Note: This section must be reported at the contract level.)
Net Medical Non-Benefit Gain/(Loss) Member
Expenses Expenses Margin Premium Months












1 Total $: for all OSB packages combined $0













2 PMPM (based on OSB membership) $0.00 $0.00 $0.00 $0.00





























































































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