14 Va. Admin. Code § 7-10-40 - Duties of a certified application counselor designated organization
A CDO shall perform the duties and meet the standards and requirements to certify application counselors. The CDO shall:
1. Meet the terms of the compliance agreement
executed with the exchange pursuant to 14VAC7-10-30 A 2;
2. Maintain a registration process and method
to track the performance of certified application counselors;
3. Provide data and information to the
exchange regarding (i) the identity, number, and performance of its certified
application counselors; and (ii) the consumer assistance provided by its
certified application counselors in the form and manner specified by the
exchange. Beginning in the first quarter of calendar year 2021, each CDO shall
submit quarterly reports that include, at a minimum, data regarding the number
and identifying information of individuals who have been certified by the
organization; the total number of consumers who received application and
enrollment assistance from the organization; and of that number, the number of
consumers who received assistance in applying for and selecting a qualified
health plan or qualified dental plan, enrolling in a qualified health plan or
qualified dental plan, or applying for Medicaid or CHIP;
4. Establish procedures to withdraw
certification from or refuse to recertify any individual certified application
counselor upon a finding of noncompliance with the requirements for
certification or a failure to perform duties as required by this chapter; and
5. Establish consumer protection
procedures to ensure that:
a. Consumers are
informed prior to receiving assistance of the functions and responsibilities of
a certified application counselor, including that a certified application
counselor may not act as a tax adviser or attorney and cannot provide tax or
legal advice when providing assistance in their capacity as a certified
application counselor;
b.
Consumers provide the CDO with a signed authorization on a form prescribed and
furnished by the exchange prior to a certified application counselor obtaining
access to a consumer's personal information. The CDO shall maintain a record of
the authorization for a period of at least six years; and
c. Consumers understand that they may revoke
at any time the authorization provided to the certified application
counselor.
Notes
Statutory Authority: 12.1-13, 38.2-223, and 38.2-6515 of the Code of Virginia.
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