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Purpose of this document:

The Executive Summary contains a description of the project, justification of the CMS files requested, a list of the project staff and a data management plan for physical receipt of CMS data. CMS uses the Executive Summary as the primary document when determining approval of a research identifiable request.

CMS's Data Privacy Safeguard Program (DPSP)

See the Data Management Plan Guidelines and the Data Management Checklist Evaluation Guide below for details when preparing the data management section of the Executive Summary. Also, see an overview of the Data Privacy Safeguard Program and an FAQ document for more information on the program, both of which are provided in the list of resources below.

One-on-One Guidance Sessions

The Data Privacy Safeguard Program (DPSP) team that reviews your data management plan is available for One-on-One Guidance Sessions. The goal of these sessions is to answer any questions you may have about the information being requested in the data management plan. If your organization is interested in scheduling a One-on-One Guidance Session with representatives from the DPSP team, please contact the team at


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