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Manuals Term Paper Is Due On March 31st

Articles

APA Guidelines:

  • If no DOI is assigned to the online content, include the home page URL for the journal, newsletter, or magazine in the reference. Do not include the name of the database. Use this format: Retrieved from http://xxxxx

Journal article with DOI

Aubert, C., & Reynaud, A. (2005). The impact of regulation on cost efficiency: An empirical analysis of Wisconsin water utilities. Journal of Productivity Analysis, 23(3), 383-409. doi:http://dx.doi.org/10.1007/s11123-005-2216-8

Journal article without DOI

Collins, D. (1996). Serving the homeless and low-income communities through business & society/business ethics class projects: The University of Wisconsin-Madison plan. Journal of Business Ethics, 15(1), 67-85. Retrieved from http://link.springer.com/journal/10551

Magazine or trade publication article

Cernivec, S. (2014, April). The heart of beer: Specialty malts add variety to craft beer. Beverage Industry, 105(4), 54. Retrieved from http://www.bevindustry.com/

Newspaper article

Harding, R. (2014, June 30). The productivity puzzle. Financial Times. Retrieved from http://www.ft.com/

To cite sources that are not articles, such as blog posts, data files, dissertations, industry reports, newsletters, tweets, websites, and white papers, please see the examples below:

APA Guidelines:

  • Do not include retrieval dates unless the source material is likely to change over time (e.g., nonarchived wiki pages).
  • Database information may be given for items of limited circulation.
  • For dates that cannot be determined, use n.d. (for no date). If the date can reasonably be approximated, put ca. (for circa) followed by the year, inside brackets.
  • If the issuing organization assigned a number (e.g., report number, contract number, monograph number) to the report, give that number in parentheses immediately after the title.
  • If additional information is necessary for identification and retrieval of a reference, it may be included in brackets immediately after the title and any parenthetical information.
  • Identify the publisher as part of the retrieval statement unless the publisher has been identified as the author: Retrieved from Agency Name website: http://www.xxxxxxx
    • If the publisher has been identified as the author, use the format Retrieved from http://xxxxx
  • Do not italicize the titles of blog posts, online forum messages, comments, status updates, and so forth. Do italicize titles of reports and other documents that stand alone. If the distinction is unclear for a particular document (as may sometimes be the case when the organization of a site is itself unclear), authors should use their own judgment to decide whether to italicize. Err on the side of not italicizing.
  • If you cannot find the reference example you need in the Publication Manual, choose the example that is most like your source and follow that format. Sometimes you may need to combine elements of more than one reference format.

 

ABI/INFORM Complete

Report, individual author

Hamilton, R. (2013). Germany business forecast report - Q4 2013 [BMI industry report]. Retrieved from ABI/INFORM Complete database.

Report, group or corporate author

Business Monitor International. (2014). Egypt shipping report - Q4 2014. Retrieved from ABI/INFORM Complete database.

GlobalData. (2014, May). Wisconsin electric power company (WEC) - alternative energy - deals and alliances profile (Reference Code GDAE123254D). Retrieved from ABI/INFORM Complete database.

 

Annual Reports and SEC Filings

Annual report from company website

Netflix. (2014, January 31). Form 10-K for the fiscal year ended December 31, 2013. Retrieved from http://files.shareholder.com/downloads/NFLX/3425319291x0x748407/76a245dc-3314-401c-baba-ed229ca9145a/NFLX_AR.PDF

Target Corporation. (2014, March 14). 2013 annual report. Retrieved from https://corporate.target.com/annual-reports/pdf-viewer-2013?cover=6725&parts=6724-6726-6727-6730-6728

SEC/EDGAR filings

Amazon.com. (2014, July 24). Form 10-Q for the quarterly period ended June 30, 2014. Retrieved from U.S. Securities and Exchange Commission website: https://www.sec.gov/Archives/edgar/data/1018724/000101872414000025/amzn-20140630x10q.htm

 

Bloomberg Professional

Data

Bloomberg L.P. (n.d.). Wausau Paper Corp quarterly profitability ratios in USD, 03/31/12 to 03/31/14. Retrieved July 31, 2014 from Bloomberg Professional database.

Bloomberg L.P. (n.d.). US dollar swaps (30/360, S/A) curve, last and 1M, 08/28/14 15:02:44 and 07/28/14 [Graph]. Retrieved August 28, 2014 from Bloomberg Professional database.

Report, individual author

Moskowitz, M., & Kim, M. (2014, March 5). IBM: The answer is Watson. What is the newest part of IBM's big data/analytics growth engine? [J.P. Morgan North America Equity Research report]. Retrieved from Bloomberg Professional database.

 

Business Source Complete

Report, group or corporate author

C. Barnes & Co. (2013). Dairy Products Mfg. Industry (NAICS 31151) [2014 Industry & Market series]. Retrieved from Business Source Complete database.

IHS. (2014, July 1). Country reports - Ukraine: Economics and country risk. Retrieved from Business Source Complete database.

MarketLine. (2012, May 18). Apple, Inc. SWOT analysis. (Reference Code 5B0A0C20-9BB6-4284-A575-AC0F2261F45C) [Company profile]. Retrieved from Business Source Complete database.

 

Checkpoint

Newsletter article, no author

Corporate inversions: potential use of executive authority pending Congressional action. (2014, August 14). Federal Taxes Weekly Alert Newsletter (RIA). Retrieved from http://checkpoint.thomsonreuters.com

 

Country Commercial Guides on Export.gov

Corporate author, government report (HTML version: Specific section of a report)

International Trade Administration, U.S. Department of Commerce. (2016, April 17). Bulgaria - market overview. In Bulgaria country commercial guide. Retrieved from https://success.export.gov/apex/article2?id=Bulgaria-Market-Overview

 

CountryWatch

HTML version: Specific section of a report, group or corporate author

CountryWatch. (n.d.). Cultural etiquette. In Belgium country review. Retrieved August 19, 2014 from CountryWatch database.

PDF version: Specific section of a report, individual author or editor

Social overview. (2014). In D. Y. Coleman (Ed.), Belgium country review (pp. 154-207). Retrieved from CountryWatch database.

PDF version: Entire report, individual author or editor

Coleman, D. Y. (Ed.). (2014). Belgium country review. Retrieved from CountryWatch database.

 

D&B Business Browser

Report, group or corporate author

Profile & Financials

Dun & Bradstreet. (n.d.). Company summary for Kohl's Corporation. Retrieved April 12, 2017 from D&B Business Browser database.

Dun & Bradstreet. (2017, March 31). Ratio comparisons for Kohl's Corporation. Retrieved from D&B Business Browser database.

News & Analysis: Analysts' Reports

Tunick, B. (2017, February 23). Kohl's Corporation - Doing all the right things but traffic remains elusive; Reiterate UP. Retrieved from D&B Business Browser database.

 

Google Finance and Yahoo Finance

Web page, no author

Financial statements for Harley-Davidson Inc. (n.d.). Retrieved July 31, 2014 from https://www.google.com/finance?q=NYSE%3AHOG&fstype=ii&ei=jILaU_jUKsqfrAHHp4GoCA

HOG historical prices, Harley Davidson, Inc. common stock. (n.d.). Retrieved September 2, 2014 from http://finance.yahoo.com/q/hp?s=HOG+Historical+Prices

 

IBISWorld

Report, individual author

Diment, D. (2014, June). IBISWorld industry report 71211: Museums in the US. Retrieved from IBISWorld database.

 

IMF eLibrary Data

Data

International Monetary Fund. (n.d.). Government finance selected indicators: Albania. In International Financial Statistics (IFS). Retrieved June 10, 2016 from http://data.imf.org/regular.aspx?key=60998109

 

IndustriusCFO Industry Metrics

Data

IndustriusCFO. (n.d.). Industry metrics four years - NAICS 31183 - tortilla manufacturing. Retrieved April 28, 2016 from IndustriusCFO Industry Metrics database.

 

IntelliConnect

Journal article without DOI

Garlock, D. C., & Khalaf, A. N. (2014, July 18). Debt vs. equity: Myths, best practices and practical considerations for U.S. tax aspects of related-party financings. TAXES - The Tax Magazine92(8), 37-66. Retrieved from https://intelliconnect.cch.com

Mergent Online

Data

Mergent. (n.d.). Johnson Controls Inc company financials as reported annual balance sheet, 09/30/2009 to 09/30/2013. Retrieved August 20, 2014 from Mergent Online database.

 

Mintel Academic

Report, individual author

O'Donnell, F. (2014, July). Marketing to sports fans - US. Retrieved from Mintel Academic database.

 

Policy Brief

Report, individual author

Bhaduri, A. (2014, January). What remains of the theory of demand management in a globalizing world? (No. 130, 2014) [Policy brief]. Retrieved from Levy Economics Institute of Bard College website: http://www.levyinstitute.org/pubs/ppb_130.pdf

 

ProQuest Dissertations & Theses Global

Doctoral dissertation, from a commercial database

Convertino, G. J. (2008). A perspective on current human resources practices by human resource executives at institutions of higher education (Doctoral dissertation). Retrieved from ProQuest Dissertations & Theses Global database. (UMI Number: 3329877)

 

ReferenceUSA

Data set

Infogroup. (2015). U.S. Businesses [Data file]. Retrieved January 28, 2015 from ReferenceUSA database.

Infogroup. (2015). U.S. Consumers / Lifestyles [Data file]. Retrieved January 28, 2015 from ReferenceUSA database.

 

Simmons OneView

Data set

Simmons Research LLC. (2012). Spring 2012 NCS adult study 12-month [Data file]. Retrieved August 21, 2014 from Simmons OneView database.

 

Websites, Internet Message Boards, Electronic Mailing Lists, and Social Media

Blog post

Brown, J. M. (2014, September 1). How corporate share buybacks are destroying America [Blog post]. Retrieved from http://www.thereformedbroker.com/2014/09/01/how-corporate-share-buybacks-are-destroying-america/

Blog comment

Ericson, R. (2014, September 1). Re: How corporate share buybacks are destroying America [Blog comment]. Retrieved from http://www.thereformedbroker.com/2014/09/01/how-corporate-share-buybacks-are-destroying-america/

Twitter update or tweet

Yellen, J. [The_Yellen]. (2014, September 2). Why a rising jobless rate will be good for Yellen http://ift.tt//1plXn4A [Tweet]. Retrieved from https://twitter.com/The_Yellen/status/506863419086356480

Web page, group or corporate author

Uber. (n.d.). About Uber. Retrieved September 2, 2014 from https://www.uber.com/about

 

White paper

Report, group or corporate author

U.S. Postal Service, Office of Inspector General. (2014, January 7). Providing non-bank financial services for the underserved (Report Number: RARC-WP-14-007) [White paper]. Retrieved from https://www.uspsoig.gov/sites/default/files/document-library-files/2014/rarc-wp-14-007.pdf

*Updated with minor corrections to the information posted March 30, 2016. Entities that relied on the information in the March 30, 2016 appendices for 2016 or 2017 Plan Year materials will not be penalized.

Guidance

  • December 16, 2011
    Essential Health Benefits Bulletin (PDF - 104 KB)
  • January 25, 2012
    Essential Health Benefits: Illustrative List of the Largest Three Small Group Products by State (PDF – 135 KB)
  • February 17, 2012
    Frequently Asked Questions on the Essential Health Benefits Bulletin (PDF – 88 KB)
  • February 24, 2012
    Actuarial Value and Cost-Sharing Reductions Bulletin (PDF - 123 KB)
  • July 2, 2012
    Essential Health Benefits: List of the Largest Three Small Group Products by State (PDF – 183 KB)
  • January 28, 2013
    Issuers of Stand-alone Dental Plans (PDF - 223 KB)
  • February 20, 2013
    State Evaluation of Plan Management Activities of Health Plans and Issuers (PDF - 35 KB)
  • November 19, 2013
    Notice with Comment: Quality Rating System (QRS), Framework Measures, and Methodology
  • May 6, 2014
    Issuers of Stand-alone Dental Plans
  • August 15, 2014
    State Technical Assistance on State-Specific Data for Actuarial Value Calculator
    Actuarial Value Calculator Continuance Tables
  • January 16, 2015
    2016 Actuarial Value Calculator
    2016 Actuarial Value Calculator Methodology
  • February 19, 2015
    Issuers of Stand-alone Dental Plans
  • April 08, 2015
    Essential Health Benefits: List of the Largest Three Small Group Products by State (PDF – 243 KB)
  • May 19, 2015
    Updated Essential Health Benefits: List of the Largest Three Small Group Products by State (PDF 181 KB)
  • August 28, 2015
    List of Proposed 2017 EHB Benchmark Plans and Related Information
  • November 9, 2015
    List of Final 2017 EHB Benchmark Plans and Related Information
  • January, 21, 2016
    2017 Actuarial Value Calculator
    2017 Actuarial Value Calculator Methodology
  • March 7, 2016
    Issuers of Stand-alone Dental Plans
  • April 29, 2016
    CMS Bulletin on display of Quality Rating System (QRS) star ratings and Qualified Health Plan (QHP) Enrollee Survey results for QHPs offered through Marketplaces
  • August 8, 2016
    Notice to States Regarding Marketplace Auto Re-Enrollment
  • September 1, 2016
    PY2017 QHP Issuer Certification and Privacy and Security Agreement 
  • September 2, 2016
    Frequently Asked Questions Regarding Crosswalk of Enrollees into Plans Offered by Other Issuers
  • September 16, 2016
    FAQ on Compliance Safe Harbor for Issuers Affected by an Increase in Enrollment for the 2017 Plan Year
  • April 13, 2017
    2018 Actuarial Value Calculator
    2018 Actuarial Value Calculator Methodology
    April 13, 2017
    Guidance to States on Review of Qualified Health Plan Certification Standards in Federally-facilitated Marketplaces for Plan Years 2018 and Later
  • October 6, 2017
    CMS Bulletin Addressing Enforcement of Section 1303 of the Patient Protection and Affordable Care Act [PDF, 137KB]  
  • December 28, 2017
    2019 Actuarial Value Calculator
    2019 Actuarial Value Calculator Methodology

Eligibility Appeals

Guidance

Minimum Acceptable Risk Standards

Guidance:

Premium Stabilization Programs

Regulations

  • July 15, 2011
    CMS-9975-P: Standards Related to Reinsurance, Risks Corridors and Risk Adjustment - Opens in a new window (PDF - 281 KB)
  • July 15, 2011
    CMS-9989-P2: Preliminary Regulatory Impact Analysis: Establishment of Exchanges and Qualified Health Plans (CMS-9989-P) and Standards Related to Reinsurance, Risk Corridors and Risk Adjustment (CMS-9975-P) (PDF – 204 KB)
  • March 16, 2012
    Regulatory Impact Analysis: Establishment of Exchanges and Qualified Health Plans (CMS-9989-FWP) and Standards Related to Reinsurance, Risk Corridors and Risk Adjustment (CMS-9975-F) (PDF – 315 KB)
  • March 23, 2012
    CMS-9975-F: Standards Related to Reinsurance, Risks Corridors and Risk Adjustment - Opens in a new window (PDF - 336 KB)
  • December 7, 2012
    CMS-9964-P: HHS Benefit and Payment Parameters for 2014, and Medical Loss Ratio - Opens in a new window
  • March 11, 2013
    CMS-9964-F: HHS Benefit and Payment Parameters for 2014 - Opens in a new window
  • March 11, 2013
    CMS-9964-IFC: Amendments to the HHS Notice of Benefit and Payment Parameters for 2014 - Opens in a new window
  • November 25, 2013
    CMS-9954-P: Proposed HHS Notice of Benefit and Payment Parameters for 2015
  • March 4, 2014
    CMS-9954-F: HHS Notice of Benefit and Payment Parameters for 2015
  • November 21, 2014
    CMS-9954-P: Proposed HHS Notice of Benefit and Payment Parameters for 2016
  • February 20, 2015
    CMS-9944-F: Final HHS Notice of Benefit and Payment Parameters for 2016
  • November 20, 2015
    CMS-9937-P: Proposed HHS Notice of Benefit and Payment Parameters for 2017
  • February 29, 2016
    CMS-9937-F: Final HHS Notice of Benefit and Payment Parameters for 2017
  • August 29, 2016
    CMS-9934-P: Proposed HHS Notice of Benefit and Payment Parameters for 2018
  • December 16, 2016
    CMS-9934-F: Final HHS Notice of Benefit and Payment Parameters for 2018 (Updated December 21, 2016)
  • October 27, 2017
    CMS-9930-P: Proposed HHS Notice of Benefit and Payment Parameters for 2019 - Opens in a new window  
  • October 27, 2017
    Draft Example of an Acceptable Methodology for Comparing Benefits of a State’s EHB-benchmark Plan Selection [PDF, 171KB]  

 

Guidance

  • May 1, 2012
    Bulletin on the Risk Adjustment Program: Proposed Operations by the Department of Health and Human Services (PDF – 207 KB)
  • May 31, 2012
    Bulletin on the Transitional Reinsurance Program: Proposed Payment Operations by the Department of Health and Human Services (PDF – 187 KB)
  • June 2, 2014
    2014 Benefit Year Risk Adjustment HHS-Developed Risk Adjustment Model Algorithm Software
  • 2014 Benefit Year Risk Adjustment SAS Version of HHS-Developed Risk Adjustment Model Algorithm Software (SASsoftware.zip)
  • Sample Datasets
  • October 20, 2014
    The Transitional Reinsurance Program: Availability of the ACA Transitional Reinsurance Program Annual Enrollment and Contributions Submission Form on Pay.gov
  • April 14, 2015
    Transitional Reinsurance Program’s Contribution Collections for the 2014 Benefit Year
  • April 14, 2015
    Transitional Reinsurance Program – Timing of Contributions Refund Requests 
  • April 17, 2015
    Transitional Adjustment for 2014 Risk Corridors Program
  • April 24, 2015
    Evaluation of EDGE Data Submissions Bulletin for the 2014 Benefit Year
  • April 27, 2015
    EDGE Data Submission Grace Period Bulletin for the 2014 Benefit Year
  • August 7, 2015
    Preliminary Risk Corridors Program Results for the 2014 Benefit Year
  • August 13, 2015
    Overview of Draft Fiscal Year 2016 ICD-10 Crosswalk for HHS-HCC Risk Adjustment Model
    Draft Fiscal Year 2016 ICD-10 Crosswalk for HHS-HCC Risk Adjustment Model
  • September 2, 2015
    Adjustment of Risk Adjustment Transfers Due to Submission of Incorrect Data
  • October 9, 2015
    Early Reinsurance Payments for the 2015 Benefit Year
  • October 19, 2015
    2015 Benefit Year Risk Adjustment: HHS-Developed Risk Adjustment Model Algorithm “Do It Yourself (DIY)” Software

    2015 Benefit Year Risk Adjustment: SAS Version of HHS-Developed Risk Adjustment Model Algorithm Software (SASsoftware.zip)        

  • November 19, 2015
    Risk Corridors Payments for the 2014 Benefit Year Guidance 
  • January 20, 2016
  • February 12, 2016
  • March 16, 2016
    Cost-Sharing Reduction Reconciliation Guidance for Benefit Years 2014 and 2015 Final
  • March 18, 2016
    Evaluation of EDGE Data Submissions Bulletin for the 2015 Benefit Year
  • March 18, 2016
    Cost-Sharing Reduction Reconciliation Error Codes
  • March 28, 2016
    Cost-Sharing Reduction Reconciliation Attestation Error Codes
  • April 15, 2016
    Extension of Data Submission Deadline for Cost-sharing Reduction Reconciliation
  • April 28, 2016
    Cost-Sharing Reduction Reconciliation Error Codes
  • June 17, 2016
    Alternative Schedule for Payment of Charges for Reconciliation of the Cost-sharing Reduction Portion of Advance Payments for the 2014 and 2015 Benefit Years
  • June 27, 2016
    Alternative Schedule for Payment of Charges for Reconciliation of the Cost-sharing Reduction Portion of Advance Payments for the 2014 and 2015 Benefit Years
  • July 1, 2016
    Alternative Schedule for Payment of Charges for Reconciliation of the Cost-sharing Reduction Portion of Advance Payments for the 2014 and 2015 Benefit Years Issuer Agreement
  • July 6, 2016
    Alternative Schedule for Payment of Charges for Reconciliation of the Cost-sharing Reduction Portion of Advance Payments for the 2014 and 2015 Benefit Years Extension
  • July 15, 2016
    Netting of Payments and Charges under 45 CFR 156.1215
  • August 5, 2016
    Reporting Cost-sharing Reduction Amounts for 2015 MLR and Risk Corridors
  • November 2, 2016
    Cost-Sharing Reduction Reconciliation Guidance for Benefit Year 2016 DRAFT
  • November 18, 2016
    Risk Corridors Payments and Charge Amounts for the 2015 Benefit Year
  • December 19, 2016
    2016 Benefit Year Risk Adjustment: HHS-Developed Risk Adjustment Model Algorithm “Do It Yourself (DIY)” Software
    Instructions (PDF)
    Technical Details (Excel)
    2016 Benefit Year Risk Adjustment: SAS Version of HHS-Developed Risk Adjustment Model Algorithm Software (SASsoftware.zip)
  • December 23, 2016
    Evaluation of EDGE Data Submissions for 2016 Benefit Year
  • December 27, 2016
    Final Cost-Sharing Reduction Reconciliation Guidance for Benefit Year 2016
  • January 5, 2017
    Final Cost-Sharing Reduction Reconciliation Issuer to MIDAS Inbound Specification for the 2016 Benefit Year and Prior Year Restatements
    Final Cost-Sharing Reduction Reconciliation Issuer to MIDAS Attestation Inbound Specification for the 2016 Benefit Year and Prior Year Restatements