WEBINAR | LIVE AND ON-DEMAND

Form 5A in Focus: Defining Scope and Drafting Compliant Columns II & III Agreements

November 19, 2026
1:00–2:00 p.m. ET
January 21, 2026 at 1:00 pm (EDT)

Webinar Information

This webinar is included in the 2026 Annual Compliance Training Subscription.
Overview
Learning Objectives
Audience
Instructor
Format
Form 5A in Focus: Defining Scope and Drafting Compliant Columns II & III Agreements

Form 5A: Services Provided is the linchpin of a health center’s scope of project, setting forth those services that are “in scope” and the “delivery method” (direct, contract, and/or referral). This session will clarify Form 5A’s purpose and structure. We’ll then break down the delivery methods (Columns I–III), with a deep dive on what must be included in contracts (Column II) and formal referral agreements (Column III). The webinar wraps with a “Top 10 Pitfalls and Practical Tips” rundown—answering common Form 5A questions, discussing frequent errors, and providing tips to achieve (and sustain) compliance.
  • CEOs
  • CFOs
  • COOs
  • Executive Leadership
  • Compliance Officers
  • Risk Managers
  • Program Officers
  • Clinical Leadership
  1. Identify definitions for the in-scope services.
  2. Understand the distinction between the Form 5A service delivery methods.
  3. Review what elements must be in contracts/referral agreements for in-scope services (or in supporting documentation).
Carrie Riley

Counsel

Carrie specializes in transactional and federal grant-related matters. Ms. Riley’s clients include a wide array of nonprofit health care entities, with a focus on Federally Qualified Health Centers (FQHCs) and behavioral health providers. Ms. Riley helps her clients navigate the complex web of programmatic requirements and fraud and abuse laws in the context of implementing transactions between providers.
  • This is a 60-minute webinar session.
  • The session will be recorded.
  • The recording will be available on-demand shortly after the live session is concluded.
  • This webinar is included with the 2026 Annual Compliance Training Subscription.