Common use of Quarterly Status Reports Clause in Contracts

Quarterly Status Reports. a. Reports are due no later than the 30th of the month, following the close of the quarter unless otherwise specified by CDA. b. Reports are a snapshot of each quarter and shall include an overview of significant developments during the report period, identified problems, and solutions. The report narrative should be concise and informative. The subject areas to be addressed are: • Care Management Staffing – Including the Full Time Equivalent (FTEs) for each position and staffing ratio. Also including staff exemptions and self-certification of staff meeting program requirements • Care Management Activity – Including staff turnover, training, quality assurance, waiver participant grievances and Fair Hearings, Critical Incident reporting, internal/external program reviews and corrective action plans, waiver participant satisfaction surveys, policy changes, and contract compliance regarding contracted caseload • Management Information System – Problems/issues with the Medi- Cal fiscal intermediary billing system and Medi-Cal fiscal intermediary technical support • Monthly active waiver participant count • Staff Roster • Self-Certified Training • Wait List – Including the number of potential MSSP participants waiting for enrollment • Critical Incident Reporting – Report is used for the entire fiscal year and is submitted quarterly for review by CDA. The report shall include all critical incidents and the status should be updated in each quarter for any previously listed incidents. The comments section should be concise, but informative, and provide detail of the incident that occurred with actions or interventions placed with corresponding dates. • Fiscal Reporting – Expenditure data by budget category and receivables by budget category

Quarterly Status Reports. a. Reports are due no later than the 30th of the month, following the close of the quarter unless otherwise specified by CDA.quarter. CDA may grant a waiver of the deadline date requirement based on extenuating circumstances b. Reports are a snapshot of each quarter and shall include an overview of significant developments during the report period, identified problems, and solutions. The report narrative should be concise and informative. The subject areas to be addressed are: •  Care Management Staffing – Including the Full Time Equivalent (FTEs) for each position and staffing ratio. Also including staff exemptions and self-certification of staff meeting program requirements •  Care Management Activity – Including staff turnover, training, quality assurance, waiver participant Waiver Participant and vendor grievances and Fair Hearings, Critical Incident Adult Protective Services (APS) reporting, internal/external program reviews and corrective action plans, waiver participant Waiver Participant and vendor satisfaction surveys, policy changes, and contract compliance regarding contracted caseload •  Management Information System – Problems/issues with the Medi- Medi-Cal fiscal intermediary billing system and Medi-Cal fiscal intermediary technical support •  Monthly active waiver participant count • Active Waiver Participant Count  Staff Roster •  Self-Certified Training •  Wait List – Including the number of potential MSSP participants Participants waiting for enrollment •  Critical Incident Reporting – Report is used for the entire fiscal year and is submitted quarterly for review by CDA. The report shall include all critical incidents and the status should be updated in each quarter for any previously listed incidents. The comments section should be concise, but informative, and provide detail of the incident that occurred with actions or interventions placed with corresponding dates. •  Fiscal Reporting – Expenditure data by budget category and receivables by budget category

Quarterly Status Reports. a. Reports are due no later than the 30th of the month, following the close of the quarter unless otherwise specified by CDA. b. Reports are a snapshot of each quarter and shall include an overview of significant developments during the report period, identified problems, and solutions. The report narrative should be concise and informative. The subject areas to be addressed are: • Care Management Staffing – Including the Full Time Equivalent (FTEs) for each position and staffing ratio. Also including staff exemptions and self-certification of staff meeting program requirements • Care Management Activity – Including staff turnover, training, quality assurance, waiver participant Waiver Participant grievances and Fair Hearings, Critical Incident reporting, internal/external program reviews and corrective action plans, waiver participant Waiver Participant satisfaction surveys, policy changes, and contract compliance regarding contracted caseload • Management Information System – Problems/issues with the Medi- Cal fiscal intermediary billing system and Medi-Cal fiscal intermediary technical support • Monthly active waiver participant count • Active Waiver Participant Count Staff Roster • Self-Certified Training • Wait List – Including the number of potential MSSP participants Participants waiting for enrollment • Critical Incident Reporting – Report is used for the entire fiscal year and is submitted quarterly for review by CDA. The report shall include all critical incidents incidents, and the status should be updated in each quarter for any previously listed incidents. The comments section should be concise, but informative, and provide detail of the incident that occurred with actions or interventions placed with corresponding dates. • Fiscal Reporting – Expenditure data by budget category and receivables by budget category