1. Introduction OHT Boca, Arrow, and Summary Charts The Boca, Arrow, and Summary charts are required for every project every quarter. The purpose of the Boca chart is to have a similar information structure which can convey the activities of the project for the next quarter. A similar structure enables many projects to communicate quickly and efficiently. The purpose of the Arrow chart is to provide a rolling 1 year forecast of what is coming. This enables the other projects to understand the coming highlights so dependencies, integration, PR plans etc can be developed. The purpose of the Summary chart is to provide a high level summary of the project so that business development people, individuals, and executives can understand the project. The Boca and Arrow also enable organizations and individuals to conduce a gap analysis. This will help with fulfilling requirements, dependencies and enable organizations to build products and to create collaborative niches. The Boca, Arrow, and Summary charts will be part of the OHT web site and will be public. Please note that all activities within OHT are defined as projects and each follows the same format of the Boca, Arrow, and Summary structure. The term Boca and Arrow charts are for the purpose of communication. The terms “Boca” and “Arrow” are designed to be value free. We have deliberately not called these plan charts because of the negative connotations associate with publishing unrealistic plans and the associated accountability. We are absolutely seeking total honesty in the creation and communication of the content of the Boca, Arrow, and Summary charts.

2. Summary Report Project Name: OHT-CONNECT Project Brief Project Description: The OHT-CONNECT Project is an open software development project, which aims to unify efforts underway across the country that are based on or extend the CONNECT software solution. CONNECT was initially developed by federal agencies to support their health-related missions and has served as a baseline reference platform for numerous open source projects subsequently. Using nationally-recognized interoperability standards, CONNECT has been used and will continue to be used to enable health information exchange within an organization, CONNECT an organization to a network of similarly enabled organizations that leverage the CONNECT software. Major milestones to date Projected milestones: –Development Plan / Roadmap / Testing Q2 2014 –User Advisory Group Q3 2014 –Vetting and merging code bases Q4 2014 Major release dates Contribution date Contribution value (Person years or market value or lines of code)

3. OHT Project Q1 2014 Boca Chart Content Development Plan / Roadmap / Testing Q2 2014 User Advisory Group Q3 2014 Vetting and merging code bases Q3 2014. Added Deleted & Changed Milestones Packaging Editions Dependencies Pressures Statistics.

4. 12 Month Rolling Plan Major Dates and Deliverables Q12014 1Q14 3Q14 2Q14 4Q14 1Q15 Development Plan / Roadmap / Testing User Advisory Group Vetting and merging code bases Charter approval in principle