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2025 Medicare Part C & Part D Reporting Requirements & Data Validation

DV Program Activities

Select each DV Phase to view high-level activities connected with each phase of the DV review cycle.

Table 1: The 4 Phases of Data Validation, Steps 1-4
StepResponsible PartyDV ActivitiesTimeline
1SOSelect independent DVC based on Standards for Selecting a Data Validation Contractor (Appendix A).December - March
2DVC, SONotify CMS of DVC Selection/Request Access to Health Plan Management System (HPMS) Plan Reporting Data Validation Module (PRDVM).

Enter/Update the DVC organization in HPMS. If applicable, enter/update the pre-assessment consultant in HPMS.		January - April
3DVC, SOComplete the web-based DV training.February - March
4DVC, SOReview all DV documents.January - March

Note: References to December refer to the calendar year before the DV review. All other references to months refer to the same calendar year as the DV review.

Table 2: The 4 Phases of Data Validation, Steps 5-9
StepResponsible PartyDV ActivitiesTimeline
5SOComplete Organizational Assessment Instrument (OAI), also known as Appendix E, and provide appropriate documentation to selected DVC per the OAI’s documentation request.March - April
6DVC, SOAnalyze OAI (Appendix E) Responses.March or later
7DVC, SOPrepare for on-site or virtual visit (site visit agenda, resource needs, and logistics).Early April
8DVC, SOConduct on-site or virtual review (convene entrance conference, conduct interviews with SO staff, observe SO’s reporting processes, and obtain census and/or sample files).Early April
9DVCRequest additional documents following on-site or virtual visit (if applicable).Mid/Late April

Table 3: The 4 Phases of Data Validation, Steps 10-11
StepResponsible PartyDV ActivitiesTimeline
10DVCDetermine compliance with Data Validation Standards by recording findings in the Examination Engagement Standards (EES) (Appendix B).April - June 15
11DVCSubmit EES findings to CMS via HPMS PRDVM and get DV scores.No later than June 15

Table 4: The 4 Phases of Data Validation, Steps 12-15
StepResponsible PartyDV ActivitiesTimeline
12DVC, SOCompile archive of DV work papers.No later than June 15
13DVCProvide draft findings to the SO.No later than June 15
14DVC, SOReview EES findings and make necessary technical and factual corrections.No later than June 15
15SOAppeal DV determinations (if applicable).5 business days following the DV deadline

Select the Job Aid button to view the 2025 Data Validation (DV) Activities job aid featuring the DV program activity steps. You can refer to this job aid throughout the DV process by selecting the Reference tab at the top of each page.