Actuarial sound capitation rate 

AZ | AZBH | CA | CO | FLMH | HIBH | IA | IABH | KS | KY | ME | MD | MABH | MN | MT | NE | NEBH
NV | NH | NM | NC | ND | OH | ORMH | PABH | SC | UTMH | VA | WA | WV | WI

AZ

"37.  COMPENSATION...
KidsCare Capitation: … KidsCare capitation rates will be set by AHCCCSA in conjunction with an independent actuary.  Following CYE 99, AHCCCSA will review the assumptions made in setting the capitation rates and may, at its option, reconcile and/or adjust the rates."  Arizona Contract, pages 39-40.

"64.  KIDSCARE...
Capitation rates payable to the Contractor for KidsCare members (age 18 and younger) will be set by AHCCCSA in conjunction with an independent actuary."  Arizona Contract, page 54.

AZBH

"ADHS shall provide AHCCCSA with documentation relevant to the capitation rate calculation and is responsible for developing capitation rates to be paid by AHCCCSA for Title XIX and Title XXI members.  ADHS must submit proposed capitation rates and supporting documentation to  AHCCCSA no later than August 1 each year."  Arizona Behavioral Health Contract, page 27.

"Prospective Capitation Adjustment
AHCCCSA reserves the right to re-evaluate capitation rates up to four times per year.  AHCCCSA will review the capitation rates by subcontracted RBHA for the Title XIX and Title XXI programs.  AHCCCSA may make retrospective and prospective adjustments to the capitation rates…and for the Title XXI program for a gain or loss of more than 5% for the subcontracted RBHAs combined."  Arizona Behavioral Health Contract, Attachment E, page D-1.

CA

"5.4 CAPITATION RATES CONSTITUTE PAYMENT IN FULL...
The actuarial basis for the determination of the capitation payment rates is outlined in Attachment I (consisting of ___ pages).

5.5 DETERMINATION OF RATES...
DHS reserves the right to redetermine rates on an actuarial basis or move to a negotiated rate for each rate year...

If DHS redetermines rates on an actuarial basis, DHS shall determine whether the rates shall be increased, decreased, or remain the same."  California Contract, pages 62-63.

"ATTACHMENT 1
CAPITATION RATE DEVELOPMENT PROCESS...
The rate development process for this Contract consists of two separate calculations.  First, a Fee-For-Service equivalent (FFSE) is determined for the entire group of Medi-Cal eligibles.  Second, rates are calculated for each Contract by beneficiary aid code using historical Medi-Cal managed care data.  The name given this latter method is an experienced based methodology.  Both the FFSE and experience based methodologies use factors which directly influence the cost of providing health care to Medi-Cal beneficiaries.  These factors are age, sex, geographic area with price indices, Medi-Cal aid code, and eligibility for Medicare.  The rate methodologies also employ adjustments for changes that are likely to occur during the term of the Contract.  These adjustments include fee, benefit, or policy changes to reflect changes to the Medi-Cal program that are mandated each year by the State Legislature and the use of a trend factor to project costs to the term of the Contract.

Actuaries employed by the Department of Health Services conduct the rate development process for this Contract.  This attachment presents the methodology and calculation of the capitation rates for this Contract."  California Contract, page 144.

CO

"V.  COSTS AND REIMBURSEMENT…"  Colorado Contract, page 20.
5. Rate Calculation
1. The Monthly Prepayment Rates set forth in Exhibit B are calculated based on the following:

Step 1 The fee-for-service expenditures are accumulated through the Medicaid management information system (MMIS) by date of service and age and sex groupings by eligibility category for all fee-for-service Members. These expenditures are further separated by category of service, i.e., inpatient hospital, outpatient hospital...

Step 2 The fee-for-service expenditure base is inflated to adjust for the expected increase in cost and utilization between the base expenditure fiscal year and the next contract period fiscal year.

Step 3 The impact of any significant prospective financial event such as rate increases or lawsuits shall be calculated and applied to the fee-for-service expenditure base. If a Federally Qualified Health Center is a Participating Provider, then Projected expenditures for Federally Qualified Health Centers shall be included in the base to assure that the Contractor receives the reasonable costs for Clients who receive primary care services through the FQHC...

Step 4 The fee-for-service eligibles are calculated by taking the total eligibles by demographic grouping for each category of assistance and subtracting the Medicaid Clients enrolled in managed care organizations.  These numbers are then inflated for the expected case mix growth.

Step 5 The per capita fee-for-service expenditures by demographic grouping for each category of assistance is calculated by dividing the fee-for-service expenditures by the fee-for-service eligibles.

Step 6 The maximum allowable rate is calculated by multiplying the average adjusted fee-for-service per capita cost by ninety-five (95%) percent.

Step 7 The maximum allowable rate for each category of assistance may be inflated for administration.

B.  Risk Adjustment for Contractor’s Members
1.The Department shall utilize a risk-adjustment payment mechanism for capitation payments to Contractors for services provided to Members as described in Exhibit C. Capitation payments may be adjusted during the performance period of this Contract to reflect changes in the Contractor’s actual case mix, pursuant to an executed bilateral change order, upon approval of the State Controller or such assistant as he or she may designate."  Colorado Contract, pages 22-23.

FLMH

"4.11 Payment...
The rates to be paid under the resulting contract shall not exceed Medicaid's upper payment limit , which is that amount which would have been paid, on aggregate basis, by Medicaid under fee-for-service for the same services to a demographically similar population of recipients.  The agency will ensure this by setting the range of rates at which it will make payment at 92 to 98 percent of the upper payment limit.  The proposer, in its rate proposal, will indicate the percent within this range that it will accept as its capitation payment...

The capitation rates to be paid have been developed using historical rates paid by Medicaid fee-for-service for similar services in the same demographic area, adjusted for inflation, where applicable.  Capitation rates will be banded for the AFDC population (including OBRA children and foster children) and, separately, for the SSI Without Medicare population.  The capitation rate setting methodology and the capitation rates (the upper payment limits) applicable to each authorized eligibility group to be paid shall be based on actual monthly enrollment for each of the four eligibility categories as indicated in Attachment 14...

4.15 Rate Adjustments...
The agency shall retrospectively adjust the capitation rates semi-annually for targeted case management and OBRA children's services when the initial capitation payment is determined by the agency to be unreasonably high or low when compared to more recent fee-for-service utilization data in a  demographically similar area of the state.

The agency shall also adjust capitation rates to reflect budgetary changes in the Medicaid fee-for-service program..."  Florida Mental Health RFP, pages 54-56.

HIBH

"SECTION 50  ACTUARIAL ADJUSTMENTS
50.100  Data to be Provided
Historical utilization data and demographic data for the members in the existing
QUEST and ABD populations shall be provided to the BHMC plan… Each offeror is solely responsible for the research, preparation and documentation of its capitated rate calculations.

50.200  QUEST Rate Adjustments
The BHMC plan should make at a minimum the following adjustments to the data to derive its capitated rates:
•  Aged, blind and disabled
QUEST will specifically include only select ABD members...
•  Lack of Medicaid Providers...
•  Changes in Utilization Under a Managed Care System
Because the historical utilization data for the ABD is based on a fee-for-service system. the BHMC plan should evaluate any changes in utilization of services that could occur under its managed care system...
•  Prescription Drugs
For purposes of the rate calculation, the BHMC plan shall use the prescription drugs currently covered by the Medicaid fee-for-service program.
•  New Services
Some of the services are not currently covered under the Medicaid Program and may not be reflected in the utilization data provided. The plan shall estimate usage of the services and note its assumptions on the Appendix M forms.
•  State Hospital...
The plan shall estimate usage under inpatient mental health services and note its assumptions on the Appendix M forms."  Hawaii Behavioral Health RFP, pages 64-65.

"90.200  Actuarial Data
Actuarial or other assumptions used in the calculation of the capitated rates shall be described in this section of the proposal. The utilization data should include information on the average number of services provided, average number of members requiring the services, and any other utilization data relied upon to calculate the capitated rates. Examples include the average number of psychiatric inpatient hospital days, average number of psychiatrist visits, average number of members requiring detoxification services, etc..."  Hawaii Behavioral Health RFP, page 103.

IA

"II.  OVERVIEW OF RATE SETTING METHODOLOGY...
Calculation of the SFY 2000 HMO rate setting was based on program and policy adjustments and trend adjustments applied to the analysis performed in setting the SFY 1999 rates.  The basis for the capitation rates is FFS experience from SFY 1995 with the exception of the newborn population (Age 0-59 days) which is derived from SFY 1997 FFS data.

Trend adjustments were applied based on research derived in the M&R Health Cost Index Database (HCID) and information supplied by DHS.  Trend adjustments applied to the SFY 1997 Upper Payment Limit (UPL) and capitation rates are shown in Section IV of this report...

IV.  DESCRIPTION OF SFY 2000 HMO RATE CALCULATIONS
The following section describes the steps used to calculate the SFY 2000 HMO capitation rates.
The Health Care Financing Administration (HCFA) requires that capitation payments to HMOs for Medicaid eligibles may not exceed the Upper Payment Limit (UPL), which represents the cost of providing services to an actuarially equivalent population in a FFS program.

1.  Trend Adjustments
To calculate the SFY 2000 UPL, utilization and price trend adjustments were made to the SFY 1999 UPL.  Utilization trend adjustments for adjusting the base data from SFY 1999 to SFY 2000 were made based on reference to historical trends and utilization trends as calculated by the M&R Health Cost Index Database (HCID)...

2.  Calculate SFY 2000 Capitation Rates
In order to ensure a savings to the Medicaid program, the UPLs were reduced by 3.00%.  Next, an adjustment was made for practice pattern differences between fee-for-service enrollees and HMO enrollees for mental health services.  In recognition of the additional screening and related services provided by HMOs, an adjustment has been made..."  Iowa Contract, Addendum XII, pages 2, 5-6.

IABH

"33.1  CAPITATION PAYMENT FOR MEDICAID ENROLLEES...
Medicaid rates will be adjusted on July 1, 1999, pursuant to attachments titled 'Distribution Medicaid and Capitation Payment for Mental Health and Substance Abuse Services.'  Medicaid capitation rates will be actuarial adjusted by DHS if additional services or populations are added by the DHS or if any services or populations are excluded from the scope of services.  DHS and the Contractor will negotiate operational changes necessary to implement adjustments in services or populations."  Iowa Behavioral Health Contract, page 19.

KS

"KANSAS ADMINISTRATIVE REGULATIONS
Delivery of Managed Care
30-5-174.  Delivery of managed care...
(c)  Each capitated managed care contractor shall be reimbursed at a rate set by the secretary on an actuarially sound basis..."  Kansas Contract, Appendix L.

KY

"ATTACHMENT B...
  On or before December 3 1, 2000 the rate for KCHIP recipients will be retroactively adjusted for the period January 31, 2000 through June 30, 2000 by DMS. The Department shall recoup the difference between KCHIP capitation payments made and the actual cost incurred by IJHC on behalf of these recipients. The actual cost shall be determined by the Department's actuaries through analysis of an extract of encounter records submitted by the contractor. This analysis shall include consideration of such factors as IBNR's subcapitation and proportionate administrative costs. In no event shall the Department pay more than the rate in effect for the period. Any amount due to DMS shall be paid in a lump sum no later than January 31, 2001..."  Kentucky Contract, Attachment B, pages 1-2.

"5.5.3 Rate Proposal Component
  The rate proposal component is negotiable rates subject to Commonwealth review and United States Government approval.
  There are both minimum and maximum rates that have been actuarially determined to be reasonable, within regulatory (HCFA) upper limits and sufficient to assure access and quality.  During negotiations, rates outside these bounds must be resubmitted until they are within the acceptable price corridor."  Kentucky RFA, page 15.

"8.0  Rate Component
8.1  Rate Proposals
  The Partnership shall submit rate proposals for each category of service, for each category of eligible member.

8.2  Rate Methodology
  Partnership's actuary shall submit a narrative description of the rate methodology used in determining the rate proposals.  The narrative shall indicate the rates which the actuary has high confidence of accuracy and those with lower confidence of accuracy.

8.3  Actuarial Certification
The Partnership shall submit an actuarial certification for all rate proposals."  Kentucky RFA, page 94.

ME

"V.  PAYMENT FOR SERVICES...
4.  Capitation Rates. The methodology used by the Department's actuarial consultant to calculate the capitation rates is explained and certified in Exhibit F, along with a table of the capitation rates in effect for this Contract. If during the course of this contract, the parties mutually agree that the data in the data book is inaccurate and that the inaccuracy materially effects the rates in Exhibit F, the parties agree that the Department's actuarial consultant shall be instructed to recalculate the rates...

C. UPPER PAYMENT LIMIT
The capitation rates and rate ranges specified in Exhibit F shall be effective throughout the term of this Contract, unless otherwise amended and mutually agreed in the manner prescribed herein. Notwithstanding anything herein to the contrary, in no event may the aggregate payments made to HMOs under the Initiative exceed the upper payment limit defined in 42 C.F.R.§ 447.361, as determined by the Department's actuarial consultant."  Maine Contract, pages 48-50.

MD

"10.09.65.19...
B.  Capitation Rate-Setting Methodology.
(1)  Families and Children.  Capitation rates for enrollees who are waiver-eligible based upon receipt of benefits through TCA or programs for medically needy families and children, including PWC children, shall be established as follows:
(a)  For enrollees for whom the Department has sufficient clinical data, the Department shall:
  (i)  Determine an ambulatory care group (ACG) assignment utilizing an enrollee's past diagnostic record,
  (ii)  Utilizing aggregated enrollee ACG data, on an annual basis define a limited number of risk adjustment categories that reflect levels of relatively homogenous resource utilization by ACG assignment, and
  (iii)  Assign an enrollee to a risk adjustment category based upon the enrollee's ACG assignment; and
(b)  For enrollees for whom the Department has insufficient data to generate an ACG assignment, the Department shall assign the enrollee to a risk adjustment category that reflects the enrollee's age, residence, and gender.
(2)  Disabled.  Capitation rates  for enrollees who are waiver-eligible based upon receipt of benefits though SSI or as medically needy, aged, blind, or disabled shall be established as follows:
(a)  For enrollees for whom the Department has sufficient clinical data, the Department shall:
  (i)  Determine an ambulatory care group (ACG) assignment utilizing an enrollee's diagnostic record,
  (ii)  Utilizing aggregated enrollee ACG data, on an annual basis define a limited number of risk adjustment categories that reflect levels of nearly homogenous resource utilization by ACG assignment, and
  (iii)  Assign an enrollee to a risk adjustment category (RAC) based upon the enrollee's ACG assignment; and
(b)  For enrollees for whom the Department has insufficient data to generate and ACG assignment, the Department shall assign the enrollee to a risk adjustment category that reflects the enrollee's age, residence, and gender.
(3)  Capitation Rate Setting Methodology for Special Payment Categories.
(a)  Unless §B(3)(b) of this regulation applies, an MCO shall be paid a single supplemental payment for maternity delivery costs for enrollees who are waiver-eligible.
(b)  An MCO shall be paid a monthly payment for mothers enrolled in the PWC program, supplemented by the single maternity payment after the delivery of the child.
(c)  An MCO shall be paid a monthly payment for enrollees younger than 1 year old.
(d)  An MCO shall be paid a monthly payment for enrollees with AIDS…"  Maryland COMAR 10.09.65.19.

MABH

"SECTION 2: DEFINITIONS
The following term shall have the meaning stated, as they appear hereunder, unless the context clearly indicates otherwise…

Upper Payment Limit (UPL) - the maximum amount, calculated by the Commonwealth according to federal requirements under 42 CFR 447.361 which may be paid under the Contract.  This amount shall not exceed the cost to the Division of providing the same services under this Contract, on a fee-for-service, to an actuarially equivalent non-enrolled population."  Massachusetts MH/SAP Contract, Appendix A, pages 6, 16.

MN

"Section 4.2. Capitation Payment Rates. Monthly rates paid to the HEALTH PLAN shall be paid by the STATE according to the rates in Appendix A, which have an actuarial basis and which shall not exceed the payments limits set forth in 42 C.F.R. 447.361. The HEALTH PLAN shall receive for each Enrollee the rate of the county of service.

Section 4.2.1. Assignment of Rate Cells shall be made based on information on the STATE MMIS and information provided by the HEALTH PLAN to the STATE.

Section 4.2.2. The STATE will periodically review information in MMIS related to the assignment of Rate Cell categories to verify that appropriate rates are being paid."  Minnesota Contract, pages 38-39.

MT

"SECTION 5  CONSIDERATION AND PAYMENTS
C.  In consideration of the services provided through this contract, the DEPARTMENT shall reimburse the CONTRACTOR as follows:
Specifics of Payment Mechanism:

The DEPARTMENT shall pay the CONTRACTOR monthly payments based on the capitation rates specified in Attachment 6...

The rates are set prospectively and actuarially by the DEPARTMENT at its discretion and are not subject to negotiation. The DEPARTMENT may adjust the rates for reasons including but not limited to: changes in the scope of covered services, changes in the design of the entire Medicaid managed care program, changes in the scope of administrative procedures, changes in the cost of alternative delivery models or changes in funding per Section 26…"  Montana Contract, page 3.

NE

"8.28.2 Actuarial Basis: The capitation rate is calculated prospectively on an actuarial basis recognizing the payment limits set forth in 42 CFR 447.361, and based on geographic location, eligibility category, gender, age and type of services."  Nebraska Contract, page 23.

"13.53 Payment for NHC Services: ...
The capitation rates in Addendum B are actuarially determined and are based on geographic location, eligibility category, gender, age and type of services. The Department shall adjust rates, and complete all necessary contract amendments, when it is determined appropriate, based on any changes in the Upper Payment Limit, Medicaid fee-for-service (FFS) rates, or in instances where an error or omission in the calculation of the rates has been identified…"  Nebraska Contract, pages 100-101.

NEBH

"8.28 Payment for Services by the Department: The following provisions apply: ...
8.28.2  Actuarial Basis:  The capitation rate is calculated prospectively on an actuarial basis recognizing the payment limit set forth in 42 CFR 447.361, and based on, eligibility category, gender, age and type of services."  Nebraska Behavioral Health Contract, page 23.

NV

"1.  General Terms, Paragraph #4...
  'Consideration shall be paid on a capitated basis as set forth herein.  The capitated rates to be paid for the period of July 1, 1999 through September 30, 1999, are delineated in Attachment E.3., Managed care Capitated Rates.  The methodology used to determine the rates has been certified to be actuarially sound.  DHCFP will review and revise the rates, in an actuarially sound manner, to be effective for services dates of October 1, 1999, and thereafter.  Rates will be actuarially determined, in the aforementioned manner, prior to any subsequent contract renewal period.'"  Nevada Amendment #1, page 2.

NH

"Exhibit B. ...

A.  Capitation Rate Development and Process
  In determining Capitation Payment rates for the managed care entities. the State shall:
  (1) calculate the fee-for-service upper limit , to comply with 42 CFR 447.361;
  (2) compare the Contractor's proposed Capitation Payment rates to the upper limit level; and,
  (3) review and award Agreements...

D.  The development of the rating methodology by the bidder shall be clearly illustrated to include a detailed written description of the basis for Capitation request. The methodology shall include:
  (1) Actual claims and Capitation paid under this Agreement;
  (2) Administrative costs charged under this Agreement..."  New Hampshire General Service Agreement, Exhibit B, pages 11-12.

NM

"ARTICLE 3 - LIMITATION OF COST
The total amount payable by HSD to all CONTRACTORS executing Agreements with HSD to perform services shall be less than the upper payment limit established under the terms of the 1915(b) waiver for Medicaid managed care.  In no event shall capitation fees or other payments provided for in the Agreement exceed the payment limits set forth in 42 C.F.R. Section 447.361 and 447.362."  New Mexico Contract, page 70.

NC

"10.4  Calculation of Rates...
Capitation rates have been computed on an actuarially sound basis, and shall not exceed the upper payment limit defined as the projected cost of providing the same services covered under this Contract to a comparable Medicaid population on a fee-for-service basis…

The upper payment limit for each group shall be calculated each year by determining the historical costs incurred by the Division in providing Covered Services… on a fee-for-service basis to nonenrolled Recipients in each eligibility group…"  North Carolina Contract, page 19.

ND

"5  CONSIDERATION AND PAYMENTS
A.  In consideration of the services provided through this contract, the Department shall pay the Contractor monthly payments based on the capitation rates specified in Attachment G...

The rates are set prospectively and actuarially by the Department and agreed to by the Contractor.  The rates are not subject to further negotiation.  The actuarial process incorporates Medicaid paid claims experience, eligible recipient months, cost-per-service trends, benefit adjustments, and utilization trends to formulate a fee-for-service per member per month rate.  Managed care factors such as utilization and cost are introduced to create a managed care per member per month rate.  The paid claims experience is net of third party liability payments.  The Department practices cost aversion in its policy of TPL and claims payment...

The total amount paid to the Contractor cannot exceed the upper payment limit of what it would have cost the state to provide the same services under Fee for Service to an actuarially equivalent population."  North Dakota Contract, page 2.

OH

"SECTION IV - RATES
Rates for reimbursing Managed Care Plans (MCPs) have been developed by an actuary under contract to the Ohio Department of Human Services, with review and comment by the Ohio Association of Health Plans as well as Medicaid-contracting MCPs and others.  The complete methodology and the rates for January 1, 2000 through June 30, 2000 and July 1, 2000 through June 30, 2001 are located in RFP Appendix B."  Ohio RFP, page 35.

"5101:3-26-09  Managed care plan:  Reimbursement and financial responsibility.
(A)  Reimbursement...
(2)  The capitation rates are prepared in accordance with 42 CFR 434.  Capitation fees will not exceed the cost of providing the same services on a fee-for-service basis to an actuarially equivalent nonenrolled population.  This rate does not include any amount for risks assumed under any existing or any previous agreement or contract.  The capitation rate will be reviewed at least annually and may be modified based on existing actuarial factors and experience.  Except as provided for in paragraph (D) of this rule, any savings remaining after costs have been deducted from the capitation will be wholly retained by the MCP."  Ohio RFP, Appendix E, OAC 5101:3-26-09, page 1.

ORMH

"VII.  Consideration
A.  Payment Types and Rates...
Division shall provide upon Contractor request and availability documents produced by the Actuarial firm which document and describe the rate development process…

C.  Changes in Payment Rates
The Capitation Payment may be changed by amendment to this Agreement pursuant to XXXI, Amendments and Termination, of this Agreement, except that changes in Covered Services in response to revisions in the Prioritized List of Health Services by the HSC that would have an actuarial impact, as determined by Division, on Contractors projected costs greater than 1% or in response to action by the Oregon Legislative Assembly shall be made as follows…" Oregon Mental Health Contract, pages 40-41.

PABH

"The first opportunity for contracting provision is contingent upon the counties agreement to enter into a full risk capitation contract at an actuarially sound rate as determined by the department, and demonstrated capacity to meet the program and fiscal requirements detailed in this RFP…"  Pennsylvania Behavioral Health RFP, page 10.

"D.  Cost and Price Analysis; Tab 8
  1.  General...
  Capitation is designed to provide the bidder with a prospectively determined monthly amount sufficient to meet the program standards described in Part IV.  The bidder in this proposal must in fact demonstrate that its proposed capitation rates are actuarially sound.  The basis of all financial projections must be linked to the capitation proposal.  The bidder may require assistance from an actuary to develop some of the fundamental assumptions for meeting the criteria defined below...

  3.  Instruction for Completing CRCS Forms
  a.  Utilization Estimates
  1)  General
  Bidders should begin development of their cost proposals by estimating utilization for each rate category within the categories of service described below and presenting these estimates along with their underlying assumptions.  The categories of service represent the major areas of utilization for program members...

  2)  Service Categories for Rate Categories 1-7
  For rate categories 1 through 7, there are 11 categories of service for which annualized utilization frequencies must be estimated...

  For each of the 11 categories of service, the bidder should describe cost per unit by rate group and provide supporting evidence for its estimates.  The supporting documentation must be consistent with the bidder's financial plan and cash flow statement.

  c.  Adjustment to Capitation Rate
  Bidders should document adjustments being made to their capitation bids to account for RPL; administrative charges; reinvestment requirements, profit charges for non-county bidders; the risk and contingency charges.  The underlying assumptions for each of these adjustments also should be described…"  Pennsylvania Behavioral Health RFP, pages 31-36.

"5.  Rating Period
  MCOs are to submit capitation bids that will apply to the initial rating period stated below.  Note that these periods will vary by category of aid as follows: ...

  The capitation bids that apply to the SSI, GA, and Health Horizons categories of aid also apply to the '11/01/96 to 06/30/97' rating period, after an actuarial reduction percentage is applied to the rates.  The Department will supply the actuarial reduction percentage at a Technical Assistance Session (see the cover letter to this RFP for date/locations of the sessions).  This rating period includes only voluntary MCO enrollments for those recipients.

  For the second rating period, the Capitation rates may be subject to adjustments, in an actuarially-sound manner, prior to the start of the second period, to reflect either or both of the following:
  Inflation Adjustment:  to reflect changes in medical costs
  Programmatic Adjustment:  to reflect any changes that affect the MCO's delivery or coverage of benefits.
  The Department intends to determine adjustments for the third rating period."  Pennsylvania Behavioral Health RFP, page 46.

SC

"13.30 Annual Rate Adjustment
The Contractor and SCDHHS both agree that the capitation rates identified in Appendix K of this Contract shall remain in effect through the first year of the Contract. Rates may be adjusted in future years based on SCDHHS and actuarial analysis."  South Carolina Contract, page 78.

UTMH

"Article I
DEFINITIONS
'Upper Payment Limit' means the cost to Medicaid providing the same services on a fee-for-service basis to an actuarially equivalent non-enrolled population as pursuant to 42 CFR 447.361."  Utah Mental Health Contract, page 2.

"Article IX
PAYMENT
A.  Rate Cells
  The DEPARTMENT agrees to pay the CONTRACTOR monthly a negotiated rate for each Medicaid eligible group for all Medicaid eligible persons enrolled in the CONTRACTOR's enrollment area up to 12-month retroactive period (see Article II (enrollment) SectionC.1), whether or not the Enrollee receives a Covered Service during that month…

E.  Rate-setting
  The DEPARTMENT will negotiate a single set of rates for risk-based premiums.  The rates will cover the combined outpatient mental health services and inpatient psychiatric including related physician services.
   Negotiated rates for risk-based services may not exceed the cost to the DEPARTMENT of providing these same services on a fee-for-service basis to an actuarially equivalent non-enrolled population group (42 CFR 447.361).

  1.  The DEPARTMENT will use an inflationary increase negotiated between the DEPARTMENT  and the CONTRACTOR to inflate rates from the previous Contract year plus and 'equalizer' percentage and an adjuster for any changes in the scope of Covered Services.
  2.  Medicaid expenditures for Medicare crossover claims will not be included in the negotiated rate.  The CONTRACTOR may collect such portion through the crossover system.
  3.  The monthly capitation rates (premiums) set forth in Attachment C of this Contract may be renegotiated annually.  Renegotiations may also occur if there is a change in state or federal policy or practice that may impact the utilization of or access to Covered Services by Medicaid Enrollees."  Utah Mental Health Contract, pages 22-24.

VA

"ARTICLE I - DEFINITIONS...
Capitation Rate - The monthly rate, payable to the Contractor, per enrollee, for all expenses incurred by the Contractor in the provision of contract services as defined herein.  This rate shall not exceed the upper payment limit set forth in 42 C.F.R. 447.361, as amended."  Virginia Contract, page 7.

WA

"3.1  Rates/Premiums: …  The monthly payment for each member will be the Contractor's base rate, age/sex adjusted based on the member's age on the first of the payment month.
  a.  The Contractor's statewide base rate is $______.
  b.  The following age/sex factors will be multiplied by the Contractor's base rate to determine the monthly payment rate for the member:
[age]...Males...Females
Under age 1... 2.687...2.687
Ages 1-5...0.664...0.664
Ages 6-18...0.477...0.712
Ages 19-34... 0.819...2.238
Ages 35-64...1.585...1.989
Age 65 and over...4.107...4.107"  Washington General Service, page 10.

"AMENDMENT 1
1.  The purpose of this amendment is to add coverage for Children's Health Insurance Program (CHIP) clients...
5.  The following terms and conditions of this contract are modified as follows for CHIP enrollees: ...
b.  Section 3.1, Rates.  For CHIP enrollees:
(1)  The base rate is $___________
(2)  The age sex factors are:
  (a)  4.208 for males and females under age 1;
  (b)  1.010 for males and females age 1-5;
  (c)  .0724 for males age 6-18;
  (d)  1.093 for females age 6-18.
(3)  The delivery case rate is $__________"  Washington Contract, Amendment 1, pages 1-2.

WV

"4.4 Capitation Payment to Managed Care Plan...
The capitation payment amounts will reflect 95 percent of the Department's estimate of the monthly per capita medical cost that would otherwise occur in the fee-for-service setting to an actuarially equivalent non enrolled population group. These capitation rates will not exceed the Upper Payment Limit (UPL) as set forth in 42 CFR 447.361…"  West Virginia Contract, page 30.

"CAPITATION RATE METHODOLOGY FOR THE WEST VIRGINIA MEDICAID MANAGED CARE INITIATIVE...
The methodology below describes the derivation of eligibility levels and per capita costs, and details the trend factors, savings factor, and administrative costs to be applied to the base period data.

The proposed initiative targets most non-Medicare, categorically-eligible AFDC and SSI recipients.  Medicaid-Medicare dual eligibles and institutionalized beneficiaries will not be part or the HMO program and accordingly have been excluded from the capitation rate development.

The basic steps for developing UPLs for these populations were to:
1. Collect historical claims data from the State's fiscal agent, Consulted, for state fiscal years 1993 through 1994;
2. Calculate the medical costs of those services incurred for which the contractor would be responsible under the new program;
3. Adjust base line expenditures for program/policy changes;
4. Tabulate the number or Medicaid eligible beneficiary months for those categories of beneficiaries included in the program;
5. Calculate per capita costs for the AFDC and SSI groups, by age and sex;
6. Trend fee-for-service per capita costs forward to the first operational year;
7. Trend Year 1 upper payment limits forward to Year 2; and
8. Calculate capital rates equal to 95 percent of fee-for-service costs for Years 1 and 2."  West Virginia RFA, Appendix K, page H2.

WI

"V.  PAYMENT TO THE HMO...
B.  ACTUARIAL BASIS - The capitation rate is calculated on an actuarial basis (specified in Addendum VII) recognizing the payment limits set forth in 42 CFR 447.361."  Wisconsin Contract, page 44.