Mastering the Compliance Manual

Washington, DC US
September 4, 2019 to September 5, 2019

In the past few years, HRSA has transitioned its compliance efforts for Federally Qualified Health Centers (FQHCS) from multiple guidance documents for ensuring adherence to health center program requirements to the Health Center Program Compliance Manual, a consolidated resource to assist FQHCs in understanding, demonstrating and operationalizing compliance. The Manual, which supersedes most (but not all) prior guidance, 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.

To assist in evaluating compliance, HRSA has also issued a Site Visit Protocol, which aligns with the Manual and reflects a more objective assessment tool than prior guidance. A new Protocol was just issued in April 2019, further clarifying the documentation requirements and assessment methodologies used by HRSA for on-site reviews of grantees and FQHC look-alike entities (Operational Site Visits - OSVs) as well as 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? For example,

  • 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;
  • The new on-site evaluation tool - the Site Visit Protocol - including assessment methodologies designed for various elements;
  • Updates to the OSV and Service Area Competition (SAC) and Look-Alike Renewal Designation (RD) review processes;
  • Key hotspots under the new guidance; and
  • Compliance tips from our presenters’ years of experience working first-hand with health centers prior to, during and after their OSVs.

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

Learning Objectives

After this training, you will be able to:

  • Understand the elements of the HRSA programmatic requirements addressed in the Manual and the Protocol.
  • Understand the specific steps necessary to demonstrate compliance and areas where health centers retain discretion.
  • Learn the newest developments in the OSV and application review processes from an “insider’s” perspective.
Course summary
Available credit: 
  • 13.25 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
09/04/2019 - 9:00am EDT
Event ends: 
09/05/2019 - 5:00pm EDT
Washington, DC
Wednesday, September 4, 2019 - Thursday, September 5, 2019

*All specific agenda times are subject to change*

NOTE: The two sessions listed below will NOT be addressed in the workshop and will be provided via pre-recorded webinar prior to the on-site training. Please review the webinars prior to arrival and come prepared with your questions! The webinars can be accessed by clicking the gray "Take Course" button on either the "Overview" or "Register" tab once you have registered for the course.

  • Introduction to the Health Center Program Compliance Manual and HRSA Review Process
  • Working within the “Box”: Key Elements and Requirements of Scope of Project

Day 1

Wednesday, Sept 4, 2019        
9:00 am - 5:15 pm
8:30 am - 9:00 amRegistration and Continental Breakfast
9:00 am - 9:15 amIntroduction to the Training
9:15 am - 10:45 am
The "Community" in Community Health Center: The Governing Board of Directors
  • Chapter 19: Board Authority
  • Chapter 20: Board Composition
10:45 am - 11:00 amBreak
11:00 am - 12:30 pm
The Heart of Your Health Center Project: Need, Services & Continuity of Care - Part I
  • 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
12:30 pm - 1:30 pmLunch
1:30 pm - 2:15 pm
The Heart of Your Health Center Project: Need, Services & Continuity of Care - Part 2
2:15 pm - 3:15 pm
Quality is Key
  • Chapter 10: Quality Improvement/Assurance
3:15 pm - 3:30 pmBreak
3:30 pm - 5:15 pm
Personnel Dynamics - Ensuring Appropriate Management and Staff
  • Chapter 11: Key Management Staff
  • Chapter 5: Clinical Staffing
It's All Up with Data
  • Chapter 18: Program Monitoring and Data Reporting Systems
5:15 pmHappy Hour

Day 2

Thursday, Sept 5, 2019       
9:00 am - 5:00 pm
8:30 am - 9:00 am
Continental Breakfast
9:00 am - 10:45 am
Internal Controls and Ensuring Fiscal Viability - Part 1
  • Chapter 15: Financial Management & Accounting Systems
  • Chapter 17: Budget
  • Chapter 12: Contracts and Sub-awards
  • Chapter 13: Conflict of Interest Policy
10:45 am - 11:00 amBreak
11:00 am - 12:30 pmInternal Controls and Ensuring Fiscal Viability - Part 2
12:30 pm - 1:30 pm
1:30 pm - 3:30 pm
Ensuring the Core Mission: Making Care Affordable While Maximizing Reimbursement - Part 1
  • Chapter 16: Billing and Collection
  • Chapter 9: The Sliding Fee Discount Program
3:30 pm - 3:45 pmBreak
3:45 pm - 5:00 pm
Ensuring the Core Mission: Making Care Affordable While Maximizing Reimbursement - Part 2
Questions & Wrap-Up
FTLF Training Center
1129 20th Street NW
Suite 300
Washington, DC 20036
United States
+1 (855) 200-3822
Feldesman Training Room


Hyatt Place Washington DC/Georgetown/West End 
2121 M St NW
Washington, DC 20037
(202) 838-2222

Kimpton Hotel Palomar DC 
2121 P Street NW
Washington, DC 20037
Hotel: (202) 448-1800 | Reservations: (877) 866-3070

The Wink - Washington, DC 
1143 New Hampshire Ave NW
Washington, DC 20037
(202) 775-0800

The St. Gregory Hotel - Dupont Circle 
2033 M Street NW
Washington, DC 20037
(202) 530-3600

Kimpton Hotel Madera 
1310 New Hampshire Avenue, NW
Washington, DC 20036
Hotel: (202) 296-7600 | Reservations: (800) 430-1202

The Embassy Row Hotel
2015 Massachusetts Avenue, NW
Washington, DC 20036
Hotel: (202) 265-1600 | Reservations: (855) 893-1011

The Dupont Circle Hotel
1500 New Hampshire Avenue, NW
Washington, DC 20036
(202) 483-6000

Hilton Garden Inn - Washington DC/Georgetown Area
2201 M Street NW
Washington, DC 20037
(202) 974-6010

Embassy Suites - Georgetown
1250 22nd Street, NW
Washington, DC 20037
(202) 857-3388


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]


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]

GIL BERNHARD (CohnReznick)

Gil Bernhard, CPA, is a partner with CohnReznick and is based in their New York office. Gil concentrates on healthcare audit, financial management, and reimbursement issues. His clients include Federally Qualified Health Centers (FQHCs), behavioral healthcare organizations, AIDS/HIV agencies, healthcare trade associations, and other related not-for-profit and for-profit health corporations. In addition, as a member of CohnResnick's Not-for-Profit and Education Industry Practice with more than 25 years of experience in public accounting, Gil has broad capabilities in Government Auditing Standards and Federal Single Audit under the Uniform Guidance (formerly OMB Circular A-133). Gil also consults on internal controls and accounting systems for health centers and other not-for-profit healthcare corporations. [Full Bio]

Participants can earn up to 15.80 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.


  • 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 

Feldesman Tucker Leifer Fidell LLP 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 (formerly

Available Credit

  • 13.25 Certificate of Attendance


Please login or register to take this course.

Required: Pre-Requisite Webinars

To make the most of your time here, we have expanded some of the most popular topics and moved our introductory sessions to pre-requisite webinars. Please review the following two webinars prior to your arrival, these topics will not be covered during the workshop:

  • Introduction to the Health Center Program Compliance Manual and HRSA Review Process
  • Working within the “Box”: Key Elements and Requirements of Scope of Project

Registration Instructions

Each registration must be in the name of the individual(s) who will attend. This allows FTLF to communicate important course information to the actual attendee(s), add training materials and handouts to the right account, and properly assign certificates of attendance or CPE credits. 

To register for this training:

  • For yourself: login to your account and register with your personal information
  • For someone else: login with the ATTENDEE’S login information or create an account for the ATTENDEE and register from the ATTENDEE's account
  • For a group: email to complete group registration

If you encounter problems or have questions Contact us.


We accept payment by PayPal, credit card, and check. Payment for any live training is due upon registration. If payment is not received in full prior to the start of the event, FTLF reserves the right to cancel your order and deny you entrance to the training.

Cancellation/Transfer Policy

All cancellation or transfer requests must be received in writing at Requests for refunds or transfers for in-person events will be granted according to the following schedule:

  • 30 or more days prior to the event, requests for a full refund or a transfer without a fee will be granted.
  • Between 11 to 29 days prior to the event, requests for cancellations will be granted a 50% refund and requests for transfers will be granted, space permitting and subject to a transfer fee.
  • Within 10 days of the event start date, no requests for refunds or credits will be granted. At FTLF's discretion, late transfers may be granted, space permitting and subject to a transfer fee.

If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at