Consultant Trainings
BPHC Trainings

BPHC Briefing – Operational Site Visit (OSV) Updates for Calendar Year 2019
Required Training for MSCG Consultants.

HHS Records Management Training
Required Training for MSCG Consultants.

BPHC Bipartisan Budget Act: Compliance Manual/Site Visit Protocol Updates
Required Training for MSCG Consultants.

BPHC NCA Site Visit Training (only mandatory for consultants participating on NCA site visits)
Required Training for MSCG Consultants.

Structured Technical Assistance Report (STAR System) Training
Required Training for MSCG Consultants.

BPHC Promising Practices Training
Required Training for MSCG Consultants.

Health Center Program Site Visit Protocol – Required Training for MSCG Governance/Administrative Consultants
The SVP will be utilized for all health center Operational Site Visits and Initial Designation site visits that take place after January 22nd, 2018.

Health Center Program Site Visit Protocol – Required Training for MSCG Clinical Consultants
The SVP will be utilized for all health center Operational Site Visits and Initial Designation site visits that take place after January 22nd, 2018.

Health Center Program Site Visit Protocol – Required Training for MSCG Fiscal Consultants
The SVP will be utilized for all health center Operational Site Visits and Initial Designation site visits that take place after January 22nd, 2018.

BPHC Health Center Program Compliance Manual - Overview and Implementation for Site Visit Consultants
Webinar on the newly released Health Center Program Compliance Manual and provides an overview and process for implementation for site visits.

BPHC Technical Assistance and Report Approval Process Training for Project Officers and Consultants
The Bureau of Primary Health Care (BPHC) and Management Strategist Consulting Group (MSCG) provided a training on the importance of technical assistance site visits, the working relationship between BPHC Project Officers and MSCG Consultants and the site visit report process.

Look-ALike Designation Application Training (mandatory for consultants participating on LAL site visits)
Look-A-Likes are health centers that operate and provide services consistent with all statutory, regulatory, and policy requirements that apply to Health Center Program grantees, but do not receive funding under section 330. Any consultant interested in participating on these visits are required to participate in the Look-A-Like Designation Applicant Training webinar posted on the MSCG website. This is a pre-recorded training. The webinar is intended to provide consultants with an overview of the Look-A-Like designation review process. Please note that this webinar is only required for consultants interested in participating on the Look-A-Like designation site visits. This requirement also includes consultants interested in Look-A-Like site visits who may have previously conducted such visits.

Sliding Fee PIN Consultant Training
BPHC's Office of Policy and Program Development and MSCG will be co-hosting an interactive training session on recent Health Center Program Site Visit Guide Updates, related to PIN 2014-02: "Sliding Fee Discount and Related Billing and Collections Program Requirements."

HRSA/BPHC 340B Drug Pricing Program Consultant Assessment Supplement Training
All consultants who are or will be conducting Operational Site Visits (OSV) must participate in a training session that will provide guidance regarding the integration of new compliance questions pertaining to the 340B program into the OSV form.

HRSA/BPHC Technical Assistance Tracking System (TATS) - Consultant Training
We will cover the modules below listed during this session.
  1. Consultant Profile
  2. Consultant TA Packet
  3. Consultant TA Report
Consultant Professional Standards and Expectations
This training is mandatory for all consultants who want to provide technical assistance to BPHC staff and grantees. The purpose of the training is to provide consultants with insights and strategies on the following:
  • Expectations regarding the 5 key components of the BPHC site visit process: pre-site, entrance conference, site visit, exit conference and post-site visit
  • Enhance understanding of each team member's role and responsibilities
  • Discuss ways in which consultants can achieve positive results in difficult situations and avoid behaviors that may be detrimental to a successful site visit
BPHC PCA Site Visit Training (mandatory for consultants participating on PCA site visits)
This training is part of a new BPHC initiative for every PCA to receive a site visit in the next project period. This training is only open to consultants with extensive PCA experience.

BPHC MCRP Consultant Training (mandatory for consultants participating on MCRP Reviews)
The BPHC Medical Claims Review Panel (MCRP) has released a mandatory training presentation for all consultants currently listed as a Reviewer.

BPHC HCCN Consultant Training (mandatory for consultants participating on HCCN site visits)
This training is only open to approved consultants for HCCN visits.

New BPHC Policy Changes for Financial Oversight
New BPHC Policy Changes for Financial Oversight

Various UDS Webinars with ANNUAL UPDTES
Changes in UDS Data Collection, UDS Clinical Measures Reporting, Using UDS Data and Reports for program evaluation and quality improvement

Fenway SOGI Webinar
Fenway SOGI Webinar

Suggested Trainings and Resources


HAB Trainings

DCHAP Site Visit Consultant Training
This training focused to increase Consultants knowledge on the newly revised DCHAP Site Visit Process.

45 CFR 75 Uniform Administrative Requirements, Cost Principles and Audit Requirements - Training for Administrative and Fiscal Consultants
This training is provided by the HIV/AIDS Bureau and is required training for all HAB Administrative and Fiscal Consultants. It will include an overview of the structure and effective dates of the HHS Uniform Guidance (45 CFR 75) and changes of note for HAB grant and cooperative agreement recipients. Changes in vocabulary, procurement thresholds, indirect costs, sub recipient monitoring, select items of cost, and audit requirements will be highlighted.

HRSA's HIV/AIDS Bureau, Division of Community HIV/AIDS Programs (DCHAP) Overview Webinar
The purpose of this training was to increase the knowledge of Consultants and Project Officers on how to effectively assess and report on the HRSA/HAB/DCHAP’s Ryan White HIV/AIDS Program Part C, D, and F-Dental grantees provision of comprehensive, high quality healthcare for people living with HIV/AIDS, compliance with legislative and programmatic requirements, and the National HIV/AIDS Strategy.

DCHAP Administrative Requirements Site Visit Webinar
The purpose of this training was to increase HRSA/HAB/DCHAP’s Ryan White Part C, D, and F Consultants’ and Project Officers’ knowledge of how to effectively assess and report on the grantee’s provision of comprehensive, high quality healthcare for people living with HIV/AIDS; compliance with legislative and programmatic requirements; and the National HIV/AIDS Strategy. Specifically, attendees to the training learned how to effectively assess compliance and report findings based on administrative practices required by legislation.

DCHAP Fiscal Requirements Overview Site Visit Webinar
The purpose of this training was to increase HRSA/HAB/DCHAP’s Ryan White Part C, D, and F Consultants’ and Project Officers’ knowledge of how to effectively assess and report on the grantee’s provision of comprehensive, high quality healthcare for people living with HIV/AIDS; compliance with legislative and programmatic requirements; and the National HIV/AIDS Strategy. Specifically, attendees to the training learned how to effectively assess compliance and report findings based on fiscal practices required by legislation and policy.

DCHAP Clinical Requirements Site Visit Webinar
The purpose of this training was to increase HRSA/HAB/DCHAP’s Ryan White Part C, D, and F Consultants’ and Project Officers’ knowledge of how to effectively assess and report on the grantee’s provision of comprehensive, high quality healthcare for people living with HIV/AIDS; compliance with legislative and programmatic requirements; and the National HIV/AIDS Strategy. Specifically, attendees to the training learned how to effectively assess compliance and report findings based on clinical requirements required by legislation and policy.

Treatment of Cost Under 10% Administrative Limits Parts A&B
Parts A – D of Title XXVI of the Public Health Service (PHS) Act include a cap that limits the recipient (grantee) costs of administering the award to 10%. With a rapidly changing healthcare environment, increasing requirements for oversight of subrecipients (including contractors performing programmatic activities), and required coordination across other federal, state, and local funding streams, RWHAP recipients have new and additional administrative costs. These additional activities coupled with current policies have resulted in unreimbursed administrative costs for RWHAP recipients and less flexibility in the use of HRSA funds to administer their grant(s). This training focuses on changes with regard to administrative costs that better enable recipients and subrecipients to provide core medical and support services to eligible clients while ensuring that the RWHAP is the payer of last resort.

Treatment of Cost Under 10% Administrative Limits Parts C&D
Parts A – D of Title XXVI of the Public Health Service (PHS) Act include a cap that limits the recipient (grantee) costs of administering the award to 10%. With a rapidly changing healthcare environment, increasing requirements for oversight of subrecipients (including contractors performing programmatic activities), and required coordination across other federal, state, and local funding streams, RWHAP recipients have new and additional administrative costs. These additional activities coupled with current policies have resulted in unreimbursed administrative costs for RWHAP recipients and less flexibility in the use of HRSA funds to administer their grant(s). This training focuses on changes with regard to administrative costs that better enable recipients and subrecipients to provide core medical and support services to eligible clients while ensuring that the RWHAP is the payer of last resort.

HIV Care Continuum and Clinical Site Visit Tool Training - Clinical Site Visit Training
  • National HIV/AIDS Strategy: 2020 Updates
  • HIV Continuum of Care
  • HHS Guideline Updates
  • Quality Checks
  • Chart Review Tool
  • Oral Health Care
  • Medical Case Management
RWHAP Part B Site Visit Overview
This training for consultants focused on the general requirements to conduct Part B site visits. The key objectives included understanding the Project Officer and Consultant Roles within the Ryan White Part B Program site visit. Becoming familiar with the most common Ryan White Part B Program site visit type: The Comprehensive Site Visit and understanding the consultant requirements when conducting site visits on behalf of the Ryan White Part B Program.

Ryan White HIV AIDS Program (RWHAP) Part B Administrative Overview
The purpose of this training was to increase consultants’ knowledge of how to effectively assess, provide technical assistance, and report on the RWHAP Part B Administrative requirements of a Ryan White HIV/AIDS Part B Program.

RWHAP Part B Fiscal Overview
The purpose of this training was to increase consultants’ knowledge of how to effectively assess, provide technical assistance, and report on the RWHAP Part B Fiscal requirements of a Ryan White HIV/AIDS Part B Program.

RWHAP Part B CQM
The purpose of this training was to increase consultants’ knowledge of how to effectively assess, provide technical assistance, and report on the RWHAP Part B clinical quality requirements of a Ryan White HIV/AIDS Part B Program.

RWHAP Part B AIDS Drug Assistance Program
The purpose of this training was to increase consultants’ knowledge of how to effectively assess, provide technical assistance, and report on the RWHAP Part B AIDS Drug Assistance Program requirements of a Ryan White HIV/AIDS Part B Program.

HRSA/HAB Technical Assistance Tracking System (TATS) - Consultant Training
We will cover the modules below listed during this session.
  1. Consultant Profile
  2. Consultant TA Packet
  3. Consultant TA Report
HAB Consultant Refresher Training
This training served as refresher training for all consultants. The training focused on the rostering process, logistics process including information on how a consultant is selected for task orders and the consultant responsibility after receiving an assignment. In addition the training focused on the consultant report requirements, consultant evaluations and the payment process.