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What you'll find in this quarterly update
- Project progress updates
- Partner engagement activities that have occurred in the third quarter
- Update on the project timeline
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Senate Bill 972 (2023) requires the Oregon Health Authority (OHA) to transition the Marketplace from a state-based marketplace using the federal platform (SBM-FP) to a state-based marketplace (SBM) using its own technology in time for open enrollment for plan year 2027. Specifically, OHA is required to procure and administer an information technology platform or service and call center, separate from the federal platform and call center, to provide electronic access to the health insurance exchange in this state by November 1, 2026.
The Oregon Health Insurance Marketplace helps people in Oregon access affordable, high-quality health insurance through enrollment in private health insurance and federal subsidies during annual open enrollment and special enrollment periods. A state-based marketplace will give the Marketplace more flexibility to make open enrollment fit the unique needs and budgets of people across Oregon while also allowing for community input into process and procedure changes.
OHA is also dedicated to eliminating health inequities in Oregon by 2030. Below you will find some ways this change to the Marketplace will better serve communities of focus:
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Allows access to real-time data and evidence to tailor outreach and be more intentional about efforts to enroll disproportionately uninsured people, including people of color and rural residents.
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Collection of data, particularly on race and ethnicity, will facilitate our understanding of enrollment disparities.
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Additional and more reliable data will allow Oregon to refine its outreach and communication strategies, both overall and in real time to reach targeted communities.
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Immigrants and non-native English speakers may be more likely to enroll if additional translation and interpretation services are available to help them complete the application or to communicate effectively with navigators, agents and brokers, or the call center.
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Since the last update in July 2024, the SBM Project team has been diligently working to complete deliverables including:
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Collaborating with the project’s independent quality management service (iQMS) to finalize a quality standards definition report, quality management plan, and QMS work plan;
- iQMS vendor Bluecrane has been interviewing project team members to identify risks and issues. Bluecrane has also completed monthly and quarterly status reports since the project quality management standards and QMS work plans were completed in July.
Completing a request for proposals for SBM platform and consumer assistance center and undergoing the review and evaluation process that is scheduled to be completes by the end of November; and,Initiating work for the Centers for Medicare & Medicaid Services’ Exchange Blueprint Application as set in motion by Governor Tina Kotek’s Letter of Intent submitted on Sept. 11.
 The Marketplace continues to place an emphasis on the importance of partner engagement, with continued activities throughout the third quarter of 2024, which included:
- Insurance agent, applications assister, and insurance carrier listening sessions in July 2024. A report of results (orhim.info/3yKA6us) is available on the SBM project website.
- Project update given to the Health Insurance Marketplace Advisory Committee (HIMAC) in July 2024 with feedback gathered on Equity-Focused Health Impact Assessment (orhim.info/3VOPzkN) and potential SBM branding.
- Presentation given at the 2024 Partner Summit in Sept. 2024.
- Monthly updates given at partner collaborative meetings and through newsletters sent to insurance agents and application assisters.
- Quarterly SBM Transition Project newsletter continued distribution in July 2024 (orhim.info/4dZKqOv). The Marketplace encourages all interested individuals to register for the newsletter at orhim.info/sbmupdates.
- Project update presentation to the House Behavioral Health and Health Care Committee during September Legislative Days.
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The table below contains a comprehensive list of deliverables and milestones, along with their corresponding start dates, due dates, and current status.
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Business case, charter, planning initialization
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Stage gate 1 endorsement, Initiation complete
Approved conditionally, contingent on independent quality management services (IQMS) vendor acquisition
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Stage gate 2 endorsement, Resource & solution analysis and planning complete
Resource and solution analysis and planning, includes cloud workbook, requirements collection, Quality Assurance vendor acquisition, start of RFP planning, 50% accuracy scope, schedule, and budget
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Solution vendor procurement
RFP planning and process through contract execution
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Stage gate 3 endorsement, Implementation planning complete
Includes detailed budget and schedule, baseline project plan based on executed contract, approved LFO readiness assessment and execution funds
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Go/No-go for November 2026 go-live Assessment to determine system readiness for target date. Marks point of no return for transition completion by Nov. 2026
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Stage Gate 4, Execution complete and move to operations
Product/system acceptance, maintenance and operations steady-state begins
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