Agenda

2. Project Update CMS/Campus Pilot Testing The PSR Interface Process Health Event Types, Health Transaction Rescissions Data Elements; PSR Error Handling Seed Data Health Reason Codes (Permitting Event Codes) Demonstration of PSR Timelines and Activities Questions/Resources Agenda 1 MHMH

3. Project Update CMS Early Test Partner File Readiness Clarified requirements for Response File, Business Process and Error Handling Health Event Types Clarified requirements for Original Hire Date, FERP dates, Name Testing with PERT4U Campus Pilot Testing Scheduled to begin week of May 23 Campus Pilot Testing Teleconference meeting scheduled Project Update 2 THTH

4. PSR Health Event Types - Revision 3 MHMH

5. PSR will allow rescission of certain health transactions Effective date of the transaction must occur in the future and the health transaction must be permissive Permissive transactions are those not required by law and that were made at the request of the employee � examples include Voluntary cancellation or deletion of a dependent Open Enrollment - Prior to the January 1 effective date, if a participant decides they no longer want to change carriers, employers may rescind the transaction within my|CalPERS Only three (3) Rescission Codes are applicable to CSU Health Transaction Rescissions - Revision 4 MHMH

6. Employee Person ID (SSN) Prefix First Name Middle Name Last Name Birth Date Gender Suffix Address 1* Address 2* Address 3 City (Country) State Zip Code 5 FERP Status Begin Date FERP Status End Date Original Hire Date CBU (Union Code) PSR Data Element Fields � CSU Key Fields to be Cleansed - Revised 5 TH/MPTH/MP

7. 6 PSR Data Element Fields � Required TH/MPTH/MP

8. Outbound � Errors identified by CSU CSU will validate data to ensure required information is extracted Inbound � Errors identified by CalPERS Level 1: Validation of file Validation completed by CSU PSR Project Team during testing Level 2: Validation via business logic PSR Error Handling 7 TH/MPTH/MP

9. Seed Data CalPERS will provide a file with Seed Data for each campus The file will populate the CalPERS Participant ID and CalPERS Dependent ID Campuses will load the Seed Data into Production Seed Data � Clarified 8 TH/MPTH/MP

10. Health Reason Codes will be applicable by Health Event Type � Refer to handout Health Event Reason Codes - Revised 9 TH/MPTH/MP

11. Setup CSU Installation page CSU FTP page Data Entry CSU Health Permitting Event page(s) (Health Reason Codes) CSU COBRA Enrollment: Employee, dependents CSU Retiree Dental Enrollment: Employee, dependents Processing, Errors and Exceptions CSU PSR Interface (Run Control) Seed Data Outbound Inbound CSU PSR Transactions CSU PSR Errors CSU PSR ID Table Demonstration of PSR 10 MP/TH BB 4 - COBRA BB 7 - Retiree Dental TL 02 � New Enrollment PSR 15 � Add Dependent PSR 22 � Delete Dependent MP/TH BB 4 - COBRA BB 7 - Retiree Dental TL 02 � New Enrollment PSR 15 � Add Dependent PSR 22 � Delete Dependent

12. Timelines and Activities 11 TH/MPTH/MP

13. May Data clean up Identify campus PSR test instance Pilot testing with CalPERS /PERT4U June Apply PSR project to campus test database Campus Acceptance Testing begins (cloned copy of production) Participate in PSR Training (CSU/CalPERS) Campus Activities (Dates are Tentative) 12 TH/MPTH/MP

14. Questions 13 AllAll

15. 14 Resources PSR Tech Letter PSR Data Elements PSR Health Event Reason Codes (Permitting Event Codes) HUG Benefits Subcommittee Postings website

16. 15