Instructions for Completing the OAI

SOs should complete each section of the OAI in advance of the DV review period, or according to the set timeline of the DVC. The SO should complete the OAI and provide documentation to the DVC as early as possible at the start of the DV review period so that data validation can start on April 1. All documentation and responses to questions should show the SO’s systems and processes in place during the reporting periods undergoing the data validation review.

SOs with multiple contracts should complete only 1 OAI. If the information provided in the OAI varies by contract, the SO should specify the differences within the OAI to allow the DVC to identify differences that may affect reporting section calculations or reporting for a given contract. Refer to Section 2 of the OAI (Appendix E) for how to complete the OAI (Appendix E).

Remember, you can download the OAI (Appendix E) with the Medicare Part C and Part D Reporting Requirements Data Validation Procedure Manual from the Part C and Part D Data Validation webpage under the Downloads section.