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2014 Uniform Financial Reporting Requirements

On August 28th, AAF held a UFR Update webinar for more than 80 registered viewers. Our presenter, Robin Kelley, CPA, provided the participants with an update of the impact of Chapter 257 on the UFR and the new reporting requirements as well as discussion of risk areas and surplus revenue retention management. If you missed the webinar, here is a summary of the new reporting requirements in the 2014 UFR preparation manual:

  • Salary Survey: the Executive Office of Health and Human Services (EOHHS) requires POS providers to complete a Staff Salary Snapshot report to assist EOHHS with setting and reviewing regulated rates. The Staff Salary Snapshot report is due by November 15 each year regardless of your fiscal year end.  The submission is done separately from the UFR filing and should be sent to eohhspospolicyoffice@nullstate.ma.us.  The spreadsheet, frequently asked questions and other info related to this reporting requirement can be found at http://www.mass.gov/eohhs/provider/contracting/salary-snapshot-report.html
  • Supplier Diversity Program (SDP): POS providers are also required to upload an annual SDP with their UFR submission or an exemption request. Failure to submit the SDP Form will impact the process of contracting with the state and the renewal of current contracts.  The SDP Form can be found online on the Uniform Financial Report Resource Center website.

For Day Habilitation Programs, the Center for Health Information and Analysis (CHIA) has issued specific UFR reporting requirements for day habilitation providers via email in addition to the specific instructions in the UFR manual.   If you are operating a Day Habilitation Program, you may want to review the email and UFR preparation manual in detail prior to preparing the UFR. 

Additionally if you have a 
Caring Together contract with the state, you should have received some clarifying information regarding how and what to group together on the Schedule B of the UFR.  Please be sure to read through that information to make sure you are gathering and combining costs appropriately.

For more information, please contact your AAF Partner, or Robin Kelley, at 774.512.4011 or rkelley@nullaafcpa.com.

About the Author

Robin Kelley CPA
Robin is a leader of AAFCPAs’ Managed Accounting Solutions practice, providing strategic finance and accounting guidance, and leveraging state-of-the-art cloud-based solutions to support clients’ most critical business and operational processes.  She provides high-level CFO oversight and strategic planning, enabling clients to drive efficiency, reduce the cycle it takes to close books, and develop better benchmark and baseline financial processes to meet regulatory requirements and achieve growth in revenue & profits. Robin advises many organizations in meeting grant & lender compliance requirements, and identifying and addressing risks within their internal control environment.

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