CMS-10249 Semi-Annual Progress Report

MONEY FOLLOWS THE PERSON (MFP)
SEMI-ANNUAL PROGRESS REPORT
This reporting tool is to be used by MFP recipients for semi-annual reporting of MFP program data. The
information provided in this report will allow CMS to monitor recipients’ progress and identify challenges
and opportunities for improvement. For additional guidance on completing this form, see the associated
User Guide and Help File.

A. General Information
Associated workplan: (auto-populated by system)
State or territory: (auto-populated by system)
1. Select the reporting period.
 First reporting period (January–June)
 Second reporting period (July–December)
2. Select the year of the reporting period.
 2022
 2023
 2024
 …
3. Is this your state or territory’s final semi-annual progress report (SAR) for your period of
performance in the MFP demonstration?
 Yes
 No
[Complete if amending a prior SAR in the online platform. Recipients will be prompted to answer only if
the selected reporting period has previously been submitted.]
Briefly describe the questions you plan to revise and the reason(s) for the revision(s):

Target populations applicable to your MFP Demonstration project during this reporting period:
(imported from MFP Work Plan)
Organization Information
4. Name of MFP Operating Organization: _________________
5. State or Territory Medicaid Agency: _________________
6. State or Territory Medicaid Director: _________________
7. MFP Program’s Public Name: _________________

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8. MFP Program’s Website: _________________
Authorized Organizational Representative (AOR)
9. AOR Name: _________________
10. AOR Title/Agency: _________________
11. AOR Email: _________________
12. Has the AOR changed since the last report?
 Yes
 No
Project Director
13. Project Director Name: _________________
14. Project Director Title: ________________
15. Project Director Email: _________________
CMS Project Officer
16. CMS Project Officer Name: _________________

Under the Privacy Act of 1974 any personally identifying information obtained will be kept private to the extent of the law. According to the
Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control
number. The valid OMB control number for this information collection is 0938-INSERT. The time required to complete this information
collection is estimated to average 2.5 hours per response, including the time to review instructions, search existing data resources, gather the
data needed, and complete and review the information collection. If you have comments concerning the accuracy of the time estimate(s) or
suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Mail Stop C426-05, Baltimore, Maryland 21244-1850

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B. Recruitment, Enrollment, and Transitions
In this section, provide information for the specified period. Transition targets are populated from your
current MFP Work Plan, where applicable.
1. Number of people who signed an MFP informed consent form in the reporting period.
Number of institutional residents who signed an informed consent form indicating their desire to
transition to the community and enroll in the state or territory’s MFP program.
Older
adults

PD

I/DD

MH/SUD

Other

a. Current reporting period (January 1–June 30)

Total
C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

2. Number of MFP transitions in the reporting period. Number of institutional residents who
were discharged from an institution to a qualified residence during the reporting period, enrolled
in MFP, and began using Medicaid home and community-based services (HCBS).
Older
adults

PD

I/DD

MH/SUD

Other

Total

a. First quarter (January 1–March 31)

C

b. Second quarter (April 1–June 30)

C

c. Total transitions

C

C

C

C

C

C

d. Transition targets, first quarter

C

C

C

C

C

C

e. Transition targets, second quarter

C

C

C

C

C

C

f. Total transition targets

C

C

C

C

C

C

g. Percent of transition targets achieved
(row c divided by row f)

C

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

3. Number of MFP transitions from qualified institutions in the reporting period. Of the total
transitions reported in Question 2, provide the number of transitions from each qualified
inpatient facility type during the reporting period.
Older
adults

PD

I/DD

MH/SUD

Other

Total

Nursing facility

C

Intermediate care facility for individuals
with intellectual disabilities (ICF/IID)

C

Institution for mental diseases (IMD)

C

Hospital

C

Other

C

Total

C

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

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4. Number of MFP transitions to qualified residences in the reporting period. Of the total
transitions reported in Question 2, provide the number of transitions to each qualified residence
type during the reporting period.
Older
adults

PD

I/DD

MH/SUD

Other

Total

Home (owned or leased by individual or
family)

C

Apartment (individual lease, lockable
access, etc.)

C

Group home or other residence in which
four or fewer unrelated individuals live

C

Apartment in qualified assisted living

C

Total

C

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

5. Total number of active MFP participants in the reporting period. Active MFP participants
excludes individuals whose enrollment in the MFP Demonstration ended because they
completed their 365 days of MFP eligibility, died before they exhausted their 365-day enrollment
period, were institutionalized for 30 days or more and did not subsequently re-enroll in the MFP
program, or otherwise disenrolled from the program.
Older
adults

PD

I/DD

MH/SUD

Other

Current reporting period (January 1–June 30)

Total
C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

6. Number of MFP participants completing the program in the reporting period. Number of
MFP participants who completed the 365-day enrollment period during the reporting period.
Older
adults

PD

I/DD

MH/SUD

Other

Current reporting period (January 1–June 30)

Total
C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

7. Number of people re-enrolled in MFP during the reporting period. Number of people who
were disenrolled from the MFP program at any point (during this reporting period or a prior
period) and re-enrolled during this reporting period.
Older
adults

PD

I/DD

Current reporting period (January 1–June 30)

MH/SUD

Other

Total
C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

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8. Number of MFP participants disenrolled from the program during the reporting period.
Number of MFP participants who were disenrolled from the program because of reinstitutionalization (admission to an inpatient facility, such as a hospital, nursing home, ICF/IID,
or IMD); death; voluntary disenrollment; or any other cause.
Older
Adults

PD

I/DD

MH/SUD

Other

Total

a. Re-institutionalization

C

b. Death

C

c. Voluntary disenrollment

C

d. Moved out of MFP juistdiction/state/territory
e. Improved health
f. Incarceration
g. Move to an unqualified setting
h. Other, specify: ______________ specify)

C

i. Total

C

C

C

C

C

C

j. Number of MFP participants disenrolled as a
percent of all current MFP participants
(automatically calculates percentage based on row
e and the number of current MFP participants from a
prior table)

C

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

9. [Optional–second period only] Number of HCBS participants (including MFP participants)
admitted to a facility from the community, by length of stay and age group. Inpatient
facilities include hospitals, nursing homes, ICF/IID, or IMDs. Provide data for readmissions
occurring between July 31 of the current reporting period and August 1 of the prior year.
Ages
18–64

Ages
65–74

Ages
75–84

Ages 85
and older

Total

a. Short-term stay: 1 to 20 days

C

b. Medium-term stay: 21–100 days

C

c. Long-term stay: 101 days or more

C

d. Total re-institutionalizations for any length of time
(automatically sums rows a, b, and c)

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

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C. State or Territory-Specific Initiatives
This section requests information on current, new, or expanded initiatives implemented under the MFP
Demonstration. These initiatives can be funded using one or more of these funding sources:
•

•

MFP cooperative agreement funds for:
o Qualified HCBS and demonstration services
o Supplemental services
o Administrative activities
o Capacity building initiatives
State/Territory equivalent funds attributable to the MFP-enhanced match

State or territory-specific initiatives are a distinct set of activities designed to increase the use of HCBS
rather than institutional long-term services and supports (LTSS). These initiatives are specified in your
MFP Work Plan and imported into the form below.
Recipients must report on the progress of initiatives that were ongoing during the current reporting
period. For each initiative, enter information on expenditures and activities, whether continuing from
prior reporting periods or initiated during this reporting period.
For each initiative, recipients must also report on progress toward achieving the objective(s) identified
in the initiative’s evaluation plan, as described in the MFP Work Plan. Progress toward these objectives
indicates the state or territory’s greater ability to provide HCBS instead of services in institutional
settings. If your state or territory has not achieved the targets for performance measures or expected
time frames for deliverables set in the initiative’s evaluation plan, use the following questions to explain
the barriers or challenges that have hindered progress and describe plans to address them.
Initiative name: (imported from MFP Work Plan)
Initiative objective(s): (imported from MFP Work Plan)
Description of performance measures or indicators your state or territory will use to monitor progress
toward achieving this objective, including key deliverables: (imported from MFP Work Plan)
Targets for the performance measures or indicators listed above, including milestones and expected
time frames for key deliverables: (imported from MFP Work Plan)
[The following three questions will be listed for each objective:]
Objective Progress
1. Provide data on performance measures or indicators used for monitoring progress toward the
objective during the current reporting period. Include progress toward milestones and key
deliverables.

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2. If quantitative targets were provided in the MFP Work Plan, complete the table below.
Actual value

Target value

Percent target
achieved

a. First quarter (January 1–March 31)

(imported from MFP Work Plan)

C

b. Second quarter (April 1–June 30)

(imported from MFP Work Plan)

C

C

C

c. Total (row a + row b)

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

3. Were targets for performance measures or expected time frames for deliverables met?
 Yes
 No
a. [If no] Describe progress toward reaching the target/milestone during the reporting period.
How close are you to meeting the target? How do you plan to address any obstacle(s) to
meeting the target?

[The following three questions will be listed once for each named initiative.]
Initiative Progress
4. Describe any progress made under this initiative during the reporting period that is not otherwise
mentioned under the objective(s).

5. Describe any issues or challenges that have impacted the development and implementation of
the initiative during the reporting period that are not otherwise mentioned under the objective(s).
Detail what impact such issues may have on the state or territory’s ability to provide HCBS
rather than institutional services, and describe how you plan to address these issues.

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6. List and describe any collaborations you have with any external parties to run the initiative tasks
or to achieve initiative goals.

Expenditures
7. Initiative expenditures by quarter and funding source:

Funding source

Actual
spending
(first quarter:
Jan 1–Mar 31)

Actual spending
Total
Projected
Projected
(second quarter:
actual
spending
spending
Apr 1–June 30) spending (Jan 1–Mar 31) (Apr 1–June 30)

[Each funding source
selected in the MFP
Work Plan will be prepopulated as a row in
this table.]

Percent
of total
projected
spending

C

C

C

C

C

C

C

C

C

C

C

C

Note: Green-shaded cells (which also contain “C” in green) indicate automatically-calculated cells.

8. Taking the lag time for reporting expenditures into account, is the state or territory on track to
fully expend funds within the projected time frame for this initiative?
 Yes
 No
a. [If no] Briefly explain what has contributed to lower than projected expenditures (e.g.,
challenges with hiring, delays in start-up) and describe your revised time frame for fully
expending awarded funds.

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D. Organization and Administration
1. Were there any changes in the organization or administration of the MFP program during this
reporting period? For example, did your Medicaid agency undergo a reorganization that altered
the reporting relationship of the MFP Project Director?
 Yes
 No
a. [If yes] Describe the changes.

2. Is the Project Director an employee of the recipient agency or state/territory Medicaid agency?
 Yes
 No
a. [If no] Provide the name of the employer and the reporting relationship with the recipient
agency.

3. Are there hiring or retention challenges for MFP staff, including the MFP Project Director and
MFP Data and Quality Analyst?
 Yes
 No
a. [If yes] Describe the challenges.

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4. Describe the technical assistance activities MFP staff have engaged in during the reporting
period (e.g., participation in a learning collaborative or other training session).

5. Are there additional technical assistance resources or supports that your state or territory would
benefit from?
 Yes
 No
a. [If yes] Describe additional technical assistance resources or supports.

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E. Additional Achievements
Use this section to describe any additional achievements or promising practices that have contributed
to the effective operation of the demonstration and successful transitions during the reporting period.
Achievements or topics discussed in previous sections do not need to be reiterated here. Use the
topics below as a guide, but do note other important updates.
•
•
•
•
•
•
•
•
•
•
•
•

Person-centered planning and services
No Wrong Door systems
Community transition support
Direct service workforce and caregivers
Housing to support community-based living options
Employment support
Convenient and accessible transportation options
Data-based decision-making
Financing approaches
Stakeholder engagement
Quality measurement and improvement
Equity and social determinants of health

1. Describe any notable achievements and identify any promising practices by your MFP program
that have not been captured elsewhere.

2. Indicate whether your state or territory has made any changes to operations, objectives, or other
aspects of MFP program administration that will require amendments to the Operational
Protocol.
 Yes
 No
a. [If yes] Describe the developments or changes below.

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