Mastering the Compliance Manual

Tempe, AZ US
February 25, 2020 to February 26, 2020


We are currently at capacity for this event. Please add your name to the waitlist (found under the "Register" tab above) to be notified if space becomes available. becomes available. 


Don't miss our Annual FTCA Forum training, directly following the lunch break after the Mastering the Compliance Manual training. The FTCA training will be held on the afternoon of February 26 and all day on February 27.  

In the past few years, HRSA has transitioned its compliance efforts for Federally Qualified Health Centers (FQHCs) from multiple policy guidance documents 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, and areas for which health centers maintain discretion.

To assist in evaluating compliance, HRSA issued a Site Visit Protocol, which aligns with the Manual and reflects a more objective assessment tool than prior review guides. HRSA’s most recent Protocol clarifies the documentation requirements and assessment methodologies used by HRSA to verify compliance during both on-site reviews (Operational Site Visits - OSVs) and “desk audits” of applications for grant project period and FQHC look-alike designation renewals.

There is an expectation of 100% ongoing compliance with the Health Center Program Requirements. Is your health center prepared to meet this challenge? Have you reviewed the most recent HRSA guidance and assessment processes with an eye towards shoring up your own operations and establishing your HRSA compliance work-plan? For example,

  • Is your Form 5A up to date, based on HRSA’s service definitions and correct modes of delivery?
  • Do you have written contracts and referral agreements in place for services listed in columns II and III of Form 5A, and do they include all required provisions, including sliding fee discounts and provisions under 45 CFR Part 75?
  • Are members of your clinical staff (including staff members like dental assistants, medical assistants and community health workers) appropriately credentialed and privileged?
  • Does your quality improvement system meet all current standards?
  • Do you have systems in place to assess all patients for income and family size? Have you implemented mechanisms to inform patients about the sliding fee discount program and to conduct an effectiveness evaluation of the program?
  • Do you have billing and collection policies that address the waiver / reduction of payments and other processes that help strike 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 all required authorities, and do you have documentation to verify compliance?

Join FTLF for this hands-on training covering:

  • The Compliance Manual and Site Visit Protocol, including the elements of each programmatic requirement, the documentation required to verify compliance, assessment methodologies designed for various elements, and areas where health centers retain explicit discretion and flexibility;
  • How the legal requirements intersect with the reviewers’ interpretations;
  • Key high-risk areas from recent compliance reviews;
  • Compliance tips from our presenters’ years of experience working first-hand with hundreds of health centers prior to, during and after their OSVs; and
  • Guidance on responding to preliminary findings during HRSA’s Compliance Resolution Opportunity to avoid grant conditions.

Target Audience

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

Learning Objectives

After this training, you will be able to:

  • Identify the elements of the HRSA programmatic requirements addressed in the Manual and the Protocol.
  • Describe the specific documentation and assessment process necessary to demonstrate compliance and areas where health centers retain discretion.
  • Discuss the newest compliance tips for all phases of the HRSA compliance review (before, during and after) and use such tips to establish your health center’s HRSA compliance workplan.
Course summary
Available credit: 
  • 10.75 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
02/25/2020 - 9:00am EST
Event ends: 
02/26/2020 - 1:00pm EST
Tempe, AZ
Tuesday, February 25, 2020 - Wednesday, February 26, 2020

*All specific agenda times are subject to change*

NOTE: The two sessions listed below will NOT be addressed in the training 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

Tuesday, February 25, 2020    
9:00 am - 5:00 pm
8:00 am - 9:00 amRegistration and Continental Breakfast
9:00 am - 9:30 amWelcome & Introduction
9:30 am - 10:45 am
The "Community" in Community Health Center: The Governing Board of Directors (Chapters 19 & 20)
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 (Chapters 3, 4, 6, 7, 8, & 14)
12:30 pm - 1:30 pm
Provided by FTLF
1:30 pm - 2:30 pm
The Heart of Your Health Center Project: Need, Services & Continuity of Care - Part II (Chapters 3, 4, 6, 7, 8, & 14)
2:30 pm - 3:15 pm
Quality is Key! (Chapter 10)
3:15 pm - 3:30 pmBreak
3:30 pm - 4:00 pm
Paying for your Project: The Budget (Chapter 17)
4:00 pm - 5:00 pmInternal Controls and Ensuring Fiscal Viability (Chapters 15, 12, & 13) - Part I

Day 2

Wednesday, February 26, 2020     
8:30 am - 1:00 pm
8:00 am - 8:30 am
Continental Breakfast
8:30 am - 9:30 amInternal Controls and Ensuring Fiscal Viability (Chapters 15, 12, & 13) - Part II
9:30 am - 10:45 am
Personnel Dynamics - Ensuring Appropriate Management and Staff (Chapters 5 & 11)
It's All Up with Data (Chapter 18)
10:45 am - 11:00 amBreak
11:00 am - 1:00 pmEnsuring the Core Mission: Making Care Affordable While Maximizing Revenue (Chapters 9 & 16)
Tempe Mission Palms
60 East 5th Street
Tempe, AZ 85281
United States
+1 (480) 317-1502


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:

HotelDistance to Tempe Mission PalmsStandard Rate Cost
AC Hotel by Marriott0.6 miles$327.00
Hyatt Place Tempe/Phoenix Airport1.6 miles$319.00
Hilton Phoenix Airport2.9 miles$240.00
Hilton Garden Inn Phoenix/Tempe ASU3.6 miles$299.00
Embassy Suites Phoenix Tempe3.8 miles$268.00
Sheraton Mesa Hotel at Wrigleyville West4.2 miles$269.00
Radisson Hotel Phoenix Airport4.4 miles$253.73

To view a map of the hotel, click here

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


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]


Serving as Managing Partner of the firm since 2003, and a member of the Health Law and Federal Grants practices since 1992, Ted is a national authority in the area of federal grants, particularly in the health and community service spheres. He advises clients on all aspects of program requirements, including issues such as cost-based reimbursement, governance, grant administration, cost reporting, and administrative issues and routinely handles challenging issues such as government audits, internal investigations, and litigation. Ted's priority is to help each organization carry out its mission by offering practical, down-to-earth counsel and to ensure that legal challenges do not distract from that focus. [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]

Conference participants can earn up to 12.80 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 

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

  • 10.75 Certificate of Attendance


Please login or register to take this course.


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.

Cost for this 1.5 Day Training:

Early Bird
(Until September 30)
Regular Registration
(October 1 - January 26)
Late Registration
(January 27 - February 21)

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