Standards: Delegation, CR, CR 8, CR9A, CR9C, LTSS 4, ME, ME 1B & 2B, ME 8, MED 15, NET, NET 4A-B, NET 6, PHM, PHM 1B, PHM 3A, PHM 7, QI, QI 5, UM, UM 5, 9 & 11B-C, UM 13, UM13A, UM13C

Standard Year: 2025

Description: HPA Delegation Suite. 

Includes: 

• NCQA Delegation Toolkit
• HP Delegation Suite Description
• MHR Delegation Oversight Program Guide
• HP Delegation Oversight Audit Tool
• Delegate Report Tracking Tool
• Delegate Audit Request Letter Template
• Delegation Agreement Checklist
• Print Mail Distribution Vendor Delegate Tracking
• Delegate Notification - Data for Clinical Performance and Member Experience Data
• CR - Delegation Agreement Tables
• ME - Delegation Agreement Table
• NET - Delegation Agreement Tables
• PHM - Delegation Agreement Tables
• QI - Delegation Agreement Tables
• UM - Delegation Agreement Tables
• Information Integrity CR Delegation Agreement Template
• Information Integrity UM Delegation Agreement Template
• UM Information Integrity Delegate Material Notice - 2025
• CR 9C Delegate CR Information Integrity Oversight Summary Report
• UM 13C Delegate UM Information Integrity Oversight Summary Report - 2025
• UM Mail Service Delegation

Cost: $12,000 (MHR Client - $10,000)

MHR Clients receive a 20% discount. 

Standard: CM

Standard Year: 2024

Description: A delegation oversight audit tool used for Case Management.

Type: Audit Tool

# of Pages: 

• Instructions - 3 pages
• Cover Page - 1page
• Scoring Summary - 3 pages
  
• Audit Tool - 8 pages

Cost: $1875 (MHR Client - $1500)

MHR Clients receive a 20% discount. 

Standard:  UM

Standard Year: 2024

Description: A delegation oversight audit tool used for Utilization Management.

Type: Audit Tool

# of Pages: 

• Instructions - 3 pages
• Cover Page - 1page
• Scoring Summary - 3 pages
  
• Audit Tool: 11 pages

Cost: $1875 (MHR Client - $1500)

MHR Clients receive a 20% discount. 

Standard: Delegation

Standard Year: 2025

Description: NCQA Toolkit that offers Delegation Guidance to Health Plans.

Type: External Resource

# of Pages: N/A

Cost: Free

Included in Delegation Suite: Yes

Standards: Delegation

Standard Year: 2025

Description: List, with descriptions, of the MHR delegation tools and templates available for health plans.

Type: MHR Product Description

# of Pages: N/A

Cost: Free

Included in Delegation Suite: Yes

Standards: QI 5, UM 13, CR 8, NET 6, PHM 7, ME 8, MED 15, LTSS 4

Standard Year: 2025

Description: A comprehensive guide to establishing an NCQA-compliant delegation oversight program based on 2024 Standards. Includes how to identify vendors vs delegates, craft a delegation agreement, conduct a pre-delegation evaluation, conduct annual oversight and evaluate vendor reports. 

Type: Guide

# of Pages: 24 total pages

• Title and Table of Content - 2 pages
• Content - 19 pages
• NCQA FAQ's - 3 pages  
  

Cost: $2500 (MHR Client - $2000)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: Delegation - All Standards

Standard Year: 2025

Description: A tool for plans to audit their delegates for all delegation standards with scoring.

Type: Audit Tool

# of Pages: 

• Instructions - 3 pages
• Cover page - 1 page 
• Scoring Summary - 17 pages
• Audit Tool - 11 pages
• QI Tab - 5 pages
• PHM Tab - 7 pages
• UM Tab - 19 pages
• NET Tab - 7 pages
• CR Tab - 7 pages
• ME Tab - 9 pages
• MED Tab - 17 pages

Cost: $3750 (MHR Client - $3000)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: Delegation - All Standards

Standard Year: 2025

Description: A tool for clients to use to track Delegate Report submission.  Provides instructions for Use of Delegate Report Tracking Grid. 

Type: Tracking Tool

# of Pages: 

• Instructions Tab
• Delegate Tabs  

Cost: $313 (MHR Client - $250)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: Delegation - All Standards

Standard Year: 2025

Description: A template letter used by the health plan to inform their delegate of an annual review and request the delegate's documents needed to comply with NCQA standards.

Type: Template

# of Pages: 3 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: Delegation - All Standards

Standard Years: 2025

Description: An audit tool listing requirements for Delegation Agreements with columns to enter if information is present, a description for missing information, and a plan to correct. 

Type: Tracking Tool

# of Pages: 3 pages, Tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: PHM 1B, PHM 3A, NET 4A-B, UM 5, 9 & 11B-C, ME 1B & 2B

Standard Year: 2025

Description: An 11-column Excel file to track entities responsible for distributing notifications to members and determine if the relationship falls under vendor or delegation. Applicable to PHM, NET, UM, and ME standards. 

Type: Tracking Tool

# of Pages: 1 tab, Headers only

Cost: $313 (MHR Client - $250)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: ME 8

Standard Year: 2025

Description: A tool to log notifications sent to delegates in place prior to 1/1/19 informing them of the process for requesting member experience and clinical performance data.  

Type: Template

# of Pages: NA

Cost: FREE for MHR clients only. 

Included in Delegation Suite: Yes

Standard: CR

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the CR standards. Includes a table on reporting requirements.

Type: Template

# of Pages: 8 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: ME

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the ME standards. Includes a table on reporting requirements.

Type: Template

# of Pages: 12 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: NET

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the NET standards. Includes a table on reporting requirements.

Type: Template

# of Pages: 9 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: PHM

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the PHM standards. Includes a table on reporting requirements.

Type: Template

# of Pages: 10 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: QI

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the QI standards. Includes a table on reporting requirements. 

Type: Template

# of Pages: 7 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: UM

Standard Year: 2025

Description: Tool to list the delegate and health plan responsibilities for the delegation agreement for the UM standards. Includes a table on reporting requirements.

Type: Template

# of Pages: 21 pages, tables

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: CR9A re: CR8A-D

Standard Year: 2025

Description: Template agreement for delegating credentialing information integrity. The template includes all required language, updated responsibilities and performance monitoring.

Type: Template

# of Pages: 2 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: UM 13A re: 12A-G

Standard Year: 2025

Description: Template agreement for delegating utilization management information integrity. The template includes all required language, updated responsibilities and performance monitoring.

Type: Template

# of Pages: 2 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: UM 13A re: 12A-G

Description: Material notice of update to the delegation agreement to include the specific UM Information Integrity requirements and provides evidence of mutually agreed-upon effective date.

Type: Template

# of Pages: 3 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

 Standards: CR 9C re: CR 8A-D

Standard Year: 2025

Description: Template for organizations to complete during annual oversight audits to document the delegates' performance related to CR Information Integrity Audits. The template includes a table to capture information CR integrity audit results.

Type: Analysis Template

# of Pages: 5 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standards: UM 13C re: 12A-G

Standard Year: 2025

Description: Template for organizations to complete during annual oversight audits to document the delegates' performance related to UM Denial Information Integrity Audits. The template includes a table to capture UM information integrity a audit results.

Type: Analysis Template

# of Pages: 5 pages

Cost: $625 (MHR Client - $500)

Included in Delegation Suite: Yes

MHR Clients receive a 20% discount. 

Standard: UM

Standard Year: 2025

Description: A compilation of references from 2023 of NCQA's FAQs and PCS inquiries related to delegating mail services. Applies to HP and MBHO. 

Type: MHR Resource

# of Pages: 15 pages

Cost: Free for MHR Clients Only

Included in Delegation Suite: Yes