Training Instructors The sessions will be conducted by, Katie Crowley, and Kathi Ingle from Public Consulting Group, Inc. Please see the Attachments S

Transcription

1 Basic Cost Allocation Training Curriculum (please note that a final curriculum will be provided at the training, topics will not change but individual bullets and hot topics may be subject to change) Training Overview The goal of this session is to provide each participant with the basic concepts related to public assistance cost allocation plans, including regulatory requirements, the plan development and amendment processes, and how to use a cost allocation plan as a revenue optimization tool. We will pay specific attention to the federal regulations (e.g., Uniform Guidance, ASMB C-10, etc.) that guide states in submitting plans for approval and will discuss approaches to comply with these requirements. In addition we will discuss some of the hot topics that are affecting states and their cost allocation plans in this current climate of budget shortfalls and constant reorganizations. Training Prerequisites The only prerequisite is the desire to expand your knowledge of cost allocation plans! Please note that this class will be taught at the basic level, if you are looking for an Advanced Cost Allocation Class, we recommend you sign up for that course when it is offered. This class will be taught at a basic level and assume that many of the topics are new to participants though we will address specific participant questions. Training Goals The primary goal of this training session is to provide state and local health & human services fiscal representatives with the critical components involved in operating a plan, as well as insight into opportunities to customize plans to their individual agencies. Also, training participants will be able to identify the resources and guidelines available for support when developing and amending plans. It is impossible to discuss public assistance cost allocation plans without also discussing the programs that they are associated with, so we will also be touching topics related to Medicaid, Title IV-E, SNAP, and other federal/state programs. Training Materials Each participant has been given training materials, including the following: Training Curriculum (outlined in the following pages); and Training Binder: Basic Cost Allocation Training. Certain materials referenced on the curriculum will be handed out during the session. Training Dates and Hours Trainings days will be May 17 19, 2016 in Oklahoma City, Oklahoma from 9AM 4 PM (local time) the first two days and 9AM 12PM, the final day. Sign-In We have sign-in sheets for each morning and afternoon session (a total of 5 in all). If you are not requiring CPE credit, we will require that you sign in on the first day, in the morning only. If you do require CPE, you must sign in for each session, a total of 5 times. We cannot grant credit without confirming that you were present for all sessions. 1

2 Training Instructors The sessions will be conducted by, Katie Crowley, and Kathi Ingle from Public Consulting Group, Inc. Please see the Attachments Section of your Training Binder for information on our presenters expertise in preparing and reviewing cost allocation plans for health & human services agencies. 2

3 Training Outline Day 1 (Tuesday, May 17th) Welcome and Introductions ** Conversation: What Do You Want to Get Out of This Training?** What is a Cost Allocation Plan? The Importance of Doing it Right What is a Public Assistance Cost Allocation Plan? Overview of CAP Structure and Basic Requirements What are Central Services Plans? What are Indirect Cost Rates? What are Benefiting Objectives? Effective Dates Cost Allocation vs. Budgeting What are Federal Circulars? How do Studies Interact with CAPs? Review Guide Regulatory Documents & Guidance 9:00 9:30 9:30 10:45 **What is a PA CAP Quiz** Basic Cost Allocation Plan Structure Overview of Structural Requirements Organizational Chart Certifications Plan Narrative Financial Reports Backup & Audit Trails 11:00 12:00 Katie Crowley 1 Hour and 15 Minute Lunch Break Differences in Types of Plans Overview of Cost Allocation Plan Objectives Sample Relationship Between Agencies with Various Plans Plan Types o Statewide Indirect Cost Allocation Plans and Oversight Agency Plans o State Agency Plans o Sub-recipient State Agency Plans 1:15 2:30 Kathi Ingle 3

4 o Local Agency Plans Examples of Specific Issues Surrounding Plan Types o Child Welfare Agency Plans o Behavioral Health/Public Health/Elder Agency Plans o Medicaid Agency Plans o County Health and Human Service Agency Plans 2:45 4:00 **Case Study What Kind of Agency Am I?** Overview of the Cost Determination Process Overview Direct Costs Indirect Costs Direct Costs vs. Indirect in PA CAPs Using Federal Guidance in Cost Determination Process **Cost Determination Quiz**, Day 1 Evaluations Join us at 5:30 PM CST at Bricktown Brewery One North Oklahoma Oklahoma City, OK It s a short walk to the Brewery.buy your own drinks, get to know the other trainees, and talk about anything but cost allocation! 4

5 Training Outline Day 2 (Wednesday May 18th) Allocation Methodologies What is an Allocation Method? Direct Allocations Full Equivalent (FTE) Head Counts Total Costs Client (Case) Counts and Eligibility Rates Usage Statistics Other Methodologies 9:00 10:15 Kathi Ingle **Case Study What Allocation Method is Best?** & Effort Reporting and Effort Reporting Overview Who Should be Studied? Specific Activities Common Activities Drafting Activity Descriptions Methods of Administration Types of Studies o 100% Reporting/PARs o RMS/RMTS o Alternative Methodologies Training Cost Allocation Plan Documentation Regular Reviews Common Pitfalls Visual Examples 10:30-11:45 Katie Crowley 1 Hour and 15 Minute Lunch Break Amending Cost Allocation Plans Amending Cost Allocation Plans What to Submit Ability to Submit Prospective Amendments **When to Amend Your Plan Quiz** 1:00 2:00 The Negotiation Process The Negotiation Process 2:15 3:00 5

6 **CAP Development Exercise** Determining How to Allocate Costs Setting Up an RMTS 3:00-4:00 All 6

7 Training Outline Day 3 (Thursday, May 19th) Using a Cost Allocation Plan as a Revenue Optimization Tool Creating a Funding Hierarchy Ensuring Proper Identification of Costs Addressing Functions Supported by Multiple Funding Sources Common Pitfalls 9:00 10:00 **Group Exercise How to Fund Costs That Can Be Funded by Multiple Programs** Hot s Sub-recipient monitoring under the Uniform Guidance OMB A-87 Waiver for Eligibility System Development APD/Cost Allocation Correlation Increased Funding for certain Medicaid Eligibility Activities Skilled Professional Medicaid Claiming (SPMP) under Medicaid Conflicting Federal Guidance related to Studies and Tracking 10:15 11:30 Final Quiz 11:30 11:45 Evaluations 11:45 12:00 All 7