De-Mystifying the Compliance Manual

Tempe, AZ US
February 19, 2019 to February 20, 2019

Don't miss our Federal Tort Claims Act (FTCA) training, directly following the lunch break after the De-Mystifying the Compliance Manual Program Requirements training.  The FTCA training will be held on the afternoon of February 20 and all day on February 21.  

To register for both trainings at a discounted rate, click here

In August 2017, HRSA issued the Health Center Program Compliance Manual (the Manual), replacing most prior guidance with a consolidated resource to assist Federally Qualified Health Centers (FQHCS) in understanding and demonstrating compliance with their programmatic requirements. The Manual incorporates a new approach to “everyday compliance” by addressing each requirement’s statutory and regulatory basis, the key elements of compliance that collectively form the framework of every health center’s project, the documentation necessary for verification and areas for which health centers maintain discretion.

In late December 2017, HRSA issued a new Site Visit Protocol (the SVP), which aligns with the Manual and reflects a more objective compliance assessment tool. Both the Manual and the Protocol are currently in effect, being used by HRSA for on-site reviews of grantees and FQHC look-alike entities (Operational Site Visits - OSVs) and for “desk audits” of project and designation renewal applications.

Is your health center prepared for the recent changes to compliance with HRSA requirements and the compliance assessment processes – both on-site and through the grant application? Have you reviewed the newest HRSA guidance with an eye towards shoring up your own operations and, as necessary, establishing your HRSA compliance work-plan? Specifically,

  • Do you have HRSA-compliant written agreements in place for in-scope services provided by contract and/or formal referral?
  • Are your providers appropriately credentialed and privileged and does your quality improvement system meet all current standards?
  • Have you fully implemented the sliding fee discount program requirements?
  • Have your billing and collection policies struck the balance between maximizing reimbursement and maintaining optimum access?
  • Is your financial management system sufficient for federal accountability purposes?
  • Is your Board of Directors exercising required authorities and meeting its composition requirements, and do you have documentation to verify compliance?

Join FTLF for this hands-on training covering:

  • The Chapters of the Compliance Manual, including the elements of each, the documentation required to verify compliance, and areas where health centers retain explicit discretion and flexibility;
  • Key differences between prior guidance and the Compliance Manual;
  • The new on-site evaluation tool - the Site Visit Protocol - including assessment methodologies designed for various elements;
  • Updates to the Operational Site Visit (OSV) review process;
  • Key hotspots under the new guidance; and
  • Compliance tips from our presenters’ years of experience working first-hand with health centers.

Target Audience

  • Health Center Executive Staff
  • Clinical Leadership
  • Quality and Credentialing/Privileging Staff
  • Financial Leadership and Staff
  • Compliance Officers
  • Board members
  • Other Staff assisting with HRSA compliance and/or OSV preparation

Given the possible consequences of non-compliance, including 1-year project periods for non-compliance with a single element and potential loss of 330-grant funds, it is critical that every health center be and remain vigilant. Whether you are expecting an OSV or submitting your Service Area Competition / Look-Alike Designation Renewal application in the near future, or you are looking to bolster your current operations as part of an ongoing HRSA compliance effort, this training is for you! 

Learning Objectives

After this training participants will:

  • Understand the elements of the HRSA programmatic requirements addressed in the Manual and the SVP and their impact on OSVs and application reviews.
  • Understand the specific steps necessary to demonstrate compliance and areas where health centers retain discretion.
  • Learn the key differences between prior guidance and the Manual/SVP, including which PINs and PALs have been replaced and which are still effective.
Course summary
Course opens: 
Course expires: 
Event starts: 
02/19/2019 - 8:00am EST
Event ends: 
02/20/2019 - 12:30pm EST
Tempe, AZ
Tuesday, February 19, 2019 - Wednesday, February 20, 2019
*All specific agenda times are subject to change*


Day 1

Tuesday, Feb. 19, 2019        
8:00 am - 5:00 pm
8:00 am - 9:00 amRegistration and Continental Breakfast
9:00 am - 9:30 amWelcome & introduction to the Health Center Program Compliance Manual and Site Visit Protocol
9:30 am - 10:30 am

Working Within the "Box": Key Elements and Requirements of Scope of Project

10:30 am - 10:45 amBreak
10:45 am - 12:00 pm

The "Community" in Community Health Center: The Governing Board of Directors

  • Chapter 19: Board Authority
  • Chapter 20: Board Composition
12:00 pm - 1:00 pmLunch
1:00 pm - 2:45 pm

The Heart of Your Health Center Project: Need, Services & Continuity of Care

  • Chapter 3: Needs Assessment
  • Chapter 4: Required & Additional Health Services
  • Chapter 6: Accessible Locations and Hours of Operation
  • Chapter 7: Coverage for Medical Emergencies During and After-Hours
  • Chapter 8: Continuity of Care & Hospital Admitting
  • Chapter 14: Collaborative Relationships
2:45 pm - 3:30 pm
Quality is Key
  • Chapter 10: Quality Improvement/Assurance
3:30 pm - 3:45 pmBreak
3:45 pm - 5:00 pm
Personnel Dynamics - Ensuring Appropriate Management and Staff
  • Chapter 11: Key Management Staff
  • Chapter 5: Clinical Staffing

Day 2

Wednesday, Feb. 20, 2019        
8:00 am - 12:30 pm
8:00 am - 8:30 am
Continental Breakfast
8:30 am - 10:30 am
Internal Controls and Ensuring Fiscal Viability
  • Chapter 12: Contracts and Sub-awards 
  • Chapter 13: Conflict of Interest Policy
  • Chapter 15: Financial Management & Accounting Systems
10:30 am - 10:45 amBreak
10:45 am - 12:00 pm
Ensuring the Core Mission: Making Care Affordable While Maximizing Reimbursement
  • Chapter 9: The Sliding Fee Discount Program
  • Chapter 16: Billing and Collection
12:00 pm - 12:30 pm
Putting It All Together: The Budget and Data Collection
  • Chapter 17: Budget
  • Chapter 18: Program Monitoring and Data Reporting Systems
Tempe Mission Palms
60 East 5th Street
Tempe, AZ 85281
United States
+1 (480) 894-1400


If you would like to be placed on the room block waitlist for this event please contact FTLF at 855.200.3822 or by emailing We will notify you if rooms become available. Please make alternative hotel accommodations in the event that no additional rooms become available at Mission Palms.

Below are a few local hotels close to Mission Palms with a similar room rate (as of 1/24/2019):

To view a map of the hotel, click here

Free Airport Shuttle Instructions to/from Skyharbor International Airport to Tempe Mission Palms: 

Arrival Instructions

Departure Instructions



A partner at the firm, Marcie specializes in health care law, particularly in the areas of federal grants, grant-related requirements and grants management related to the federal health center program. Health centers turn to Marcie as a resource for knowing not only the letter of the law, but also the likely interpretation of requirements by federal policymakers, including the Health Resources and Services Administration (HRSA). [Full Bio]


A partner in the firm’s health law practice group, Molly advises health centers on the management of clinical, employment and workforce related risks, with a particular focus on professional liability, Federal Tort Claims Act, and HIPAA matters. From her experience as both a private attorney and in-house counsel, Molly knows the importance of managing liability and risk issues in mission-driven organizations. [Full Bio]


Conference participants can earn up to 12.2 CPE credits in Specialized Knowledge and Applications.


  • Prerequisites: None 
  • Target Audience: Health Center Executive Staff, Clinical Leadership, Quality and Credentialing/Privileging Staff, Financial Leadership and Staff, Compliance Officers, Board Members, Other Staff assisting with HRSA compliance and/or OSV preparation
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group-Live 

NASBA LogoFeldesman Tucker Leifer Fidell is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


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Two Trainings in One Trip! Don't miss this opportunity - convenient timing and with a discounted rate!

Don't miss our Federal Tort Claims Act (FTCA) training, directly following the lunch break after the De-Mystifying the Compliance Manual Program Requirements training.  The FTCA training will be held on the afternoon of February 20 and all day on February 21.  

To register for both trainings at a discounted rate, click here

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Available payment methods include check and credit card. Payment for this live training is due no later than 2 weeks before the start of the event. If payment is not received in full 2 weeks prior to the start of the event, we reserve the right to cancel your order and deny you entry to the training. 

Cost for this 1.5 Day Training:

Early Bird Rate
(Until November 30)
Regular Rate
(December 1 - January 20)
Late Registration
(January 21 - February 18)

Cancellation Policy for this Event:

All cancellation requests must be received in writing at Requests for refunds will be granted according to the following schedule:

  • Requests received 30 or more days prior to the event will receive a full refund.
  • Requests received between 11 to 29 days prior to the event will receive a 50% refund.
  • Requests received within 10 days of the event start date are not eligible for a refund.