Mastering the Compliance Manual

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

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.  

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

In the past few years, HRSA has transitioned its compliance efforts for Federally Qualified Health Centers (FQHCs) from issuing multiple policy guidance documents to the current 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 issued a Site Visit Protocol, which aligns with the Manual and reflects a more objective assessment tool than prior review guides. HRSA most recently updated the Protocol 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 applications for grant project period and LAL designation renewals.

With this new guidance, there is an expectation of 100% ongoing compliance with the Health Center Program Requirements. Is your health center prepared to meet this challenge? Are you familiar with the recent changes to HRSA compliance and the related 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 Compliance Manual, including the elements of each programmatic requirement, the documentation required to verify compliance, and areas where health centers retain explicit discretion and flexibility;
  • 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: 
  • 10.75 Certificate of Attendance
  • 12.80 CPE
    FTLF 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.
Course opens: 
Course expires: 
Event starts: 
02/25/2020 - 9:00am
Event ends: 
02/26/2020 - 1:00pm
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 - 3:30 pm
Quality is Key! (Chapter 10)
3:30 pm - 3:45 pmBreak
3:45 pm - 5:00 pm
Personnel Dynamics - Ensuring Appropriate Management and Staff (Chapters 11 & 15)
It's All Up with Data (Chapter 18)

Day 2

Wednesday, February 26, 2020     
8:30 am - 1:00 pm
8:00 am - 8:30 am
Continental Breakfast
8:30 am - 9:00 am
Paying for Your Project: The Budget (Chapter 17)
9:00 am - 10:45 amInternal Controls and Ensuring Fiscal Viability (Chapters 12, 13, & 15)
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

FTLF has negotiated the discount rate of $229 per night. You can make your reservations online by clicking here or reserve over the phone by calling (480) 317-1502. In order to receive the group rate please identify yourself as part of the FTLF or Feldesman Tucker group.  

Please reserve your room as soon as possible to ensure that you receive the group rate; room block expires Saturday, January 18, 2020. 

Our guests receive the following added perks:

  • Free transportation to/from Skyharbor International Airport (see instructions below)
  • Complimentary WiFi in your room
  • Local and toll-free telephone calls
  • Incoming fax service
  • Daily newspaper
  • In-room coffee service
  • Complimentary valet or self-parking at the hotel
  • Complimentary access to the hotel fitness center
  • Extended group room rate, good for two nights prior to and after our training, should you wish to extend your stay (based upon availability)

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]


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
  • 12.80 CPE
    FTLF 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.

Accreditation Period

Course opens: 
Course expires: 


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