A Practical Guide to HRSA's New Scope of Project Policy Manual
A health center’s “Scope of Project” is one of the most complex components of its Health Center Program (HCP) project – proper recording of scope is crucial in the oversight and management of all health center organizations, whether funded under Section 330 of the Public Health Service Act or designated as a Federally Qualified Health Center (FQHC) Look-Alike entity.
In practical terms, a health center’s Scope of Project forms the framework for its entire HCP project, defining the activities supported by its program and corresponding budget, and identifying how and the extent to which programmatic requirements and essential health center benefits (e.g., Federal Tort Claims Act coverage and 340B Drug Pricing eligibility) apply. While over the years, HRSA has published numerous scope-related guidance, often these guidance documents have been “disconnected” from one another leaving health centers in the dark on how to design their Scopes of Project to best fit the needs of their organizations, patients and communities.
On August 11, 2026, the Health Resources and Services Administration (HRSA) issued its long-awaited Scope of Project Policy Manual, replacing many of the separate Scope of Project policies. At the same time, HRSA released its responses to the comments on the draft Scope Manual, helping health centers and related stakeholders in understanding HRSA’s “thinking” regarding some of the new policies and criteria. The new Scope Manual was effective immediately upon release, applicable to all new change in scope requests and other changes to and reviews of a health center’s scope of project.
Join Feldesman for this one day training where we will walk through the key changes to existing Scope of Project policies and offer actionable guidance for all health centers – grantees, FQHC look-alikes, and subrecipients – regarding the implications of those changes on daily operations. Our presenters will offer practical advice and tips on demonstrating compliance with and implementation of the criteria in the new Scope Manual and the programmatic requirements that are inextricably linked to scope, assisting health centers in maintaining an effective and successful HCP project. Topics explored include:
- Determinations of when services are provided “on behalf of” the health center;
- Enhanced requirements for contracts and cooperative arrangements (formerly referral agreements) for in-scope services;
- Parameters for providing services via telehealth;
- Criteria for evaluating “service area overlap”;
- Factors for sites co-located with other organizations (including school-based health centers) and/or operated by contractors or subrecipients; and
- Revised Change in Scope processes and forms.
This one-day intensive will help you better understand the nuances of scope, the impact of the new Manual, and the difference between in-scope and out-of-scope activities, ultimately assisting in positioning your health center to design a Scope of Project that meets the needs or your organization, your patients and community.
Target Audience
- Health Center C-Suite and Executive Staff
- Administrative/Operations Staff
- Fiscal Staff
- Clinical Leadership
- Compliance Officers
- Grants Administrators
- Other staff who need to stay apprised of Scope of Project
Learning Objectives
After this training, you will be able to:
- Understand the changes to Scope of Project policies included within the new Scope of Project Policy Manual
- Describe new scope definitions, criteria and processes
- Determine how the revisions to scope policies may impact your health center now
Course summary
- 4.75 Certificate of Attendance
- 5.40 CPE
Agenda
Thursday, October 15 | |
|---|---|
| 11:00 - 11:15 a.m. | Welcome & Introductions. |
| 11:15 - 11:45 a.m. | Chapters 1 & 2: The Basics: Scope of Project 101 |
| 11:45 a.m. – 12:15 p.m. | Chapters 1 & 2: Foundation of Scope |
| 12:15 - 12:30 p.m. | Break |
| 12:30 - 1:45 p.m. | Chapters 3 & 4: Services |
| 1:45 - 2:15 p.m. | Break |
| 2:15 - 3:15 p.m. | Chapters 5, 6 & 7: Sites (Part 1) |
| 3:15 - 3:30 p.m. | Break |
| 3:30 - 4:15 p.m. | Chapters 5, 6, & 7: Sites (Part 2) |
| 4:15 - 4:30 p.m. | Break |
| 4:30 - 4:45 p.m. | Chapter 8: Providers, Patients & Visits |
| 4:45 - 500 p.m. | Wrap-Up and Q&A |
Feldesman Training Solutions Virtual Classroom
This live, interactive training will take place in the Feldesman Training Solutions Virtual Classroom, hosted by Zoom. Should you have any technical questions or would like more information, please contact us at [email protected] or 855.200.3822.
Andrea C. Harris
Andrea Harris serves as Counsel with the firm’s Health Care practice group, where she advises clients on complex compliance, contract and business strategy, employment, and FTCA-related matters. As a former General Counsel and Director of Corporate Compliance for a multi-site FQHC, Andrea brings firsthand insight into the regulatory, operational, and governance challenges health centers face. She partners closely with clients to navigate high-stakes issues and develop practical, strategic solutions. [Full Bio]
Marcie H. Zakheim
Marcie Zakheim is a Partner in the firm's Health Care practice group, specializing 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]
Participants can earn up to 5.40 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.
ADDITIONAL INFORMATION
- Prerequisites: None
- Target Audience: Health Center C-Suite and Executive Staff, Administrative/Operations Staff, Fiscal Staff, Clinical Leadership, Compliance Officers, Grants Administrators, and other staff who need to stay apprised of Scope of Project
- Advanced Preparation: None
- Program Level: All
- Delivery Method: Group Internet Based
Feldesman 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 www.nasbaregistry.org (formerly www.learningmarket.org).
Available Credit
- 4.75 Certificate of Attendance
- 5.40 CPE
Price
Registration Fees
Early RegistrationThrough September 15, 2026 | Regular RegistrationSeptember 16, 2026 and later |
| $795 | $895 |
Group Discounts
Bring your team! Discounts are available for groups of three (3) or more individuals from the same organization. Please contact us to process your registration.
Groups of 3 - 6 | Groups of 7 - 10 | Groups of 11 - 15 | Over 15 attendees |
| 10% off | 15% off | 20% off | Call us! |
Registration Instructions
Each registration must be in the name of the individual(s) who will attend. This allows us 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 [email protected] to complete group registration
If you encounter problems or have questions contact us.
Payment Policy
We accept the following forms of payment: American Express, Mastercard, Visa, ACH, PayPal, electronic check, and check. For information about the methods of payment we accept, please review our Payment FAQs.
Refunds/Cancellations
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Required Hardware/Software
Google Chrome or Mozilla Firefox are the preferred browsers.

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