Reporting
What you will have to report
States set the specifics, but the shape is consistent: periodic performance reporting against the measures in the approved plan, federal financial reporting, subaward transparency reporting, and records kept for years after the program ends.
Four obligations to plan for
Performance reporting
Progress against the measures in your state's approved plan, on the cadence the state sets, commonly quarterly, with an annual roll-up.
Uniform Guidance (2 CFR 200)
Allowability, internal controls, procurement standards, subrecipient monitoring and, where thresholds are met, single audit requirements.
FFATA / subaward transparency
Federal reporting of subawards above the applicable threshold, including entity identifiers and award details.
Record retention
Program records generally retained for at least three years after submission of the final expenditure report, longer if litigation or audit is open.
Design your data capture backwards
The single most common failure is a program that runs for two quarters and then tries to reconstruct its numbers. Decide the measures first, encode them as required fields on mission closure, and the report becomes an export.
Fields worth making mandatory from day one:
- Referral source, referral timestamp and first-contact timestamp.
- Protocol used and visit disposition, including exception reasons.
- Escalations to medical control and their outcome.
- Cohort identifier so utilization can be joined to hospital or claims data later.
- Geography at the level your state reports on: county, and rural classification.
Retention default
Last reviewed:
Sources
Read the primary material rather than a summary, including this one.
Questions buyers ask
Configurable. The default meets the RHT requirement to retain records at least three years after the final report.
See a mission go from the chart to the home and back.
A 30-minute walkthrough with a coordinator view, a CP program view and the dashboard your sponsor will read.