Common use of Outreach Activities Clause in Contracts

Outreach Activities. Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) • Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number of those assisted from target population • Number of those assisted not from target population • Number of those assisted by application outcome (complete, incomplete, unknown) • Number of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number of businesses assisted • Number of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) • Total number of employees represented by small business enrollment assistance contacts • Total number of employees electing coverage Qualitative Reporting • Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period • Assessment of organization’s progress against enrollment goals • Barriers encountered during reporting period with respect to outreach and/or enrollment activities • Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance • Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often as determined by the State and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Deliverables

Outreach Activities.  Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) •  Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number  # of those assisted from target population • Number  # of those assisted not from target population • Number  # of those assisted by application outcome (complete, incomplete, unknown) • Number  # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number  # of businesses assisted • Number  # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) •  Total number of employees represented by small business enrollment assistance contacts •  Total number of employees electing coverage Qualitative Reporting •  Assessment of organizationSubrecipient’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period •  Assessment of organizationSubrecipient’s progress against enrollment goals •  Barriers encountered during reporting period report with respect to outreach and/or enrollment activities •  Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance •  Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee Subrecipient will be expected to meet with the State at least monthly by phone or more often as determined by the State and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables

Outreach Activities.  Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) •  Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number  # of those assisted from target population • Number  # of those assisted not from target population • Number  # of those assisted by application outcome (complete, incomplete, unknown) • Number  # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number  # of businesses assisted • Number  # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) •  Total number of employees represented by small business enrollment assistance contacts •  Total number of employees electing coverage Qualitative Reporting •  Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period •  Assessment of organization’s progress against enrollment goals •  Barriers encountered during reporting period report with respect to outreach and/or enrollment activities •  Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance •  Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee Subrecipient will be expected to meet with the State at least monthly by phone or more often as determined by the State and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables

Outreach Activities.  Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) •  Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number  # of those assisted from target population • Number  # of those assisted not from target population • Number  # of those assisted by application outcome (complete, incomplete, unknown) • Number  # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number  # of businesses assisted • Number  # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) •  Total number of employees represented by small business enrollment assistance contacts •  Total number of employees electing coverage Qualitative Reporting •  Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period •  Assessment of organization’s progress against enrollment goals •  Barriers encountered during reporting period report with respect to outreach and/or enrollment activities •  Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance •  Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often as determined by the State and to Subrecipient shall attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables

Outreach Activities.  Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) •  Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number  # of those assisted from target population • Number  # of those assisted not from target population • Number  # of those assisted by application outcome (complete, incomplete, unknown) • Number  # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number  # of businesses assisted • Number  # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) •  Total number of employees represented by small business enrollment assistance contacts •  Total number of employees electing coverage Qualitative Reporting •  Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period •  Assessment of organization’s progress against enrollment goals •  Barriers encountered during reporting period report with respect to outreach and/or enrollment activities •  Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance •  Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often as determined by the State and to shall attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Deliverables

Outreach Activities.  Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) •  Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number  # of those assisted from target population • Number  # of those assisted not from target population • Number  # of those assisted by application outcome (complete, incomplete, unknown) • Number  # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number  # of businesses assisted • Number  # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) •  Total number of employees represented by small business enrollment assistance contacts •  Total number of employees electing coverage Qualitative Reporting •  Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period •  Assessment of organization’s progress against enrollment goals •  Barriers encountered during reporting period report with respect to outreach and/or enrollment activities •  Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance •  Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often as determined by the State and required to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Deliverables

Outreach Activities. Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) • Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number of those assisted from target population • Number of those assisted not from target population • Number of those assisted by application outcome (complete, incomplete, unknown) • Number of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number of businesses assisted • Number of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) • Total number of employees represented by small business enrollment assistance contacts • Total number of employees electing coverage Qualitative Reporting • Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period • Assessment of organization’s progress against enrollment goals • Barriers encountered during reporting period with respect to outreach and/or enrollment activities • Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance • Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often often, as determined by the State State, and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Deliverables

Outreach Activities. − Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) • − Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number − # of those assisted from target population • Number − # of those assisted not from target population • Number − # of those assisted by application outcome (complete, incomplete, unknown) • Number − # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number − # of businesses assisted • Number − # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) • − Total number of employees represented by small business enrollment assistance contacts • − Total number of employees electing coverage Qualitative Reporting • − Assessment of organizationSubrecipient’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period • − Assessment of organization’s progress against enrollment goals • − Barriers encountered during reporting period report with respect to outreach and/or enrollment activities • − Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance • − Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee Subrecipient will be expected to meet with the State at least monthly by phone or more often as determined by the State and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables

Outreach Activities. − Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) • − Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number − # of those assisted from target population • Number − # of those assisted not from target population • Number − # of those assisted by application outcome (complete, incomplete, unknown) • Number − # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number − # of businesses assisted • Number − # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) • − Total number of employees represented by small business enrollment assistance contacts • − Total number of employees electing coverage Qualitative Reporting • − Assessment of organizationSubrecipient’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period • − Assessment of organizationSubrecipient’s progress against enrollment goals • − Barriers encountered during reporting period report with respect to outreach and/or enrollment activities • − Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance • − Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee will be expected to meet with the State at least monthly by phone or more often as determined by the State and to Subrecipient shall attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables

Outreach Activities. − Number of outreach events by event type (e.g., meeting with community group, attendance at public event, social media, materials distribution, other) • − Number of individuals reached (e.g., number in attendance at community meeting, contacts at public event, followers/likes/friends on social media, amount of materials distributed) Enrollment Activities Enrollment Assistance Contacts - Individuals • Number − # of those assisted from target population • Number − # of those assisted not from target population • Number − # of those assisted by application outcome (complete, incomplete, unknown) • Number − # of applications by enrollment outcome (enrolled, not enrolled, unknown) Enrollment Assistance Contacts – Small Businesses • Number − # of businesses assisted • Number − # of businesses assisted by coverage type (e.g., all carriers and plans, one carrier and all plans, unknown) • − Total number of employees represented by small business enrollment assistance contacts • − Total number of employees electing coverage Qualitative Reporting • − Assessment of organization’s progress toward outreach goals for the period; observations about most/least successful outreach and education activities during the reporting period • − Assessment of organization’s progress against enrollment goals • − Barriers encountered during reporting period report with respect to outreach and/or enrollment activities • − Observations about the type of enrollment assistance requested by individuals and/or businesses – e.g., type of assistance requested, at what point in the process individuals/businesses seek assistance, at what point they no longer need assistance • − Assessment/observations about length of time spent on each person/entity assisted with enrollment Additionally, the Grantee Subrecipient will be expected to meet with the State at least monthly by phone or more often as determined by the State and to attend quarterly Navigator Organization summits to share lessons learned, collaborate on strategies to address shared challenges, and provide feedback to the State. Grantee Subrecipient Deliverables