CMS-10249 Work Plan

MONEY FOLLOWS THE PERSON (MFP)
WORK PLAN
A. General Information
The Money Follows the Person (MFP) Demonstration Work Plan (WP) is the state or territory’s
road map for accomplishing the rebalancing objective described in section 6071(a)(1) of the
Deficit Reduction Act as “increasing the use of home and community-based, rather than
institutional, long-term care services.” The WP presents MFP Demonstration initiatives that
support the state or territory’s unique rebalancing goals and objectives. The WP enables states
or territories and Centers for Medicare & Medicaid Services (CMS) to monitor state or territoryspecific initiatives throughout the grant and make course corrections where needed. While the
WP describes state or territory initiatives and sets performance measures, the Semi-Annual
Progress Report (SAR) will capture progress on these initiatives and performance measures,
alongside other information.
CMS reserves the right to amend or add new WP fields during the demonstration period. For
additional guidance on completing this form, please see the associated User Guide and Help
File.

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 C4-26-05, Baltimore, Maryland 21244-1850.

Money Follows the Person Work Plan

1

B. Transition Benchmark
1. Provide the projected number of transitions for each target group during each quarter. This
number includes institutional residents who are discharged from an institution to a qualified
residence during the reporting period, enroll in MFP, and begin using Medicaid home and
community-based services (HCBS).
Select the target populations applicable to your MFP Demonstration project:
 Older adults
 Individuals with physical disabilities (PD)
 Individuals with intellectual and developmental disabilities (I/DD)
 Individuals with mental health and substance use disorders (MH/SUD)
 Other
o Specify other target population (e.g., HIV/AIDS, brain injury): _____________

Calendar year quarter

Older
adults

PD

MH/
SUD

I/DD

Other

Total

2023 Q3

C

2023 Q4

C

2024 Q1

C

2024 Q2

C

2024 Q3

C

2024 Q4

C

2025 Q1

C

2025 Q2

C

2025 Q3

C

2025 Q4

C

2026 Q1

C

2026 Q2

C

Total transitions for target group

C

C

C

C

C

C

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

2. Explain how you formulated your projected numbers, which should include descriptions of
the data sources used, the time period for the analysis, and the methods used to project the
number of transitions.

Money Follows the Person Work Plan

2

3. Provide additional detail on strategies or approaches the state or territory will use to achieve
transition targets here and through a required state or territory-specific initiative.

Money Follows the Person Work Plan

3

C. State or Territory-Specific Initiatives
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. These initiatives can be funded
using one or more of these funding sources:
•

•

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

Recipients must identify and describe the required initiatives below, and they have the option to
identify additional initiatives on other topics.
Required initiativesa
• Transitions and transition coordination
services
• Housing-related supports
• Quality measurement and improvement
• Self -direction (if applicable)
• Tribal Initiative (if applicable)

Optional initiatives
• Recruitment and enrollment
• Person-centered planning and services
• No Wrong Door systems
• Community transition support
• Direct service workf orce and caregivers
• Employment support
• Convenient and accessible transportation
options
• Data-based decision-making
• Financing approaches
• Stakeholder engagement
• Equity and social determinants of health
(SDOH)
• Other

a

Required by Program Terms and Conditions.

For each initiative, recipients will be asked to provide:
I.
II.
III.
IV.

Initiative description, including target populations and timeframe
An evaluation plan, including measurable objectives
Funding sources, with projected quarterly expenditures
Close-out information, to be completed as appropriate during WP revisions

The WP should establish one or more demonstrable objectives for each initiative, set associated
performance measures or indicators to monitor progress, and clearly articulate the actions
necessary to achieve the objectives. Progress toward meeting these objectives indicates a state
or territory’s increased capacity to provide HCBS rather than institutional long-term care
services.
The recipient must identify the MFP funding source(s) for each initiative and provide quarterly
projected spending by funding source. Funding sources for initiatives include state or territory
funds equivalent to the MFP-enhanced Federal Medical Assistance Percentage (FMAP); MFP
capacity building funding; MFP funding for qualified HCBS, demonstration services, and
supplemental services; or MFP administrative cooperative agreement funding.

Money Follows the Person Work Plan

4

If a recipient updates the WP to indicate that an initiative will no longer be sustained with MFP
funding or state or territory-equivalent funding, the recipient must explain whether the initiative
will be terminated or sustained through another funding source.
Answer the following questions regarding required initiative topics.
Are self-directed initiatives applicable to your state or territory?
 Yes
 No
Are Tribal Initiatives applicable to your state or territory?
 Yes
 No

I.

Initiative description

1. Initiative name: ____________
2. Describe the initiative, including key activities.

3. Work plan topic: [select one topic per initative]
 Transitions and transition coordination services
 Housing-related supports
 Quality measurement and improvement
 Self-direction
 Tribal Initiative
 Recruitment and enrollment
 Person-centered planning and services
 No Wrong Door systems
 Community transition support
 Direct service workforce and caregivers
 Employment support

Money Follows the Person Work Plan

5

 Convenient and accessible transportation options
 Data-based decision-making
 Financing approaches
 Stakeholder engagement
 Equity and SDOH
 Other: _______________________
4. Target population(s): [select all that apply]
 Older adults
 Individuals with PD
 Individuals with I/DD
 Individuals with MH/SUD
 Other
5. Start date: _________________________
Enter projected start month/year for future initiatives or enter past start month/year for initiatives in process.

6. Projected end date: ______________________
Enter projected end date or enter “not applicable (N/A)” if the initiative will be ongoing without a set end point.

II. Evaluation plan
The evaluation plan captures expected results for each state or territory-specific initiative.
Recipients should identify one or more objectives per initiative and set associated performance
measures or indicators to monitor progress toward each objective and evaluate success. In
addition, recipients must articulate how they will achieve targets and meet milestones. For more
information on developing objectives and identifying appropriate performance measures, see
“Using Data to Improve Money Follows the Person Program Performance.”
Identify one or more objectives. Objectives should be framed as SMART goals and have
associated time-bound measures of success, including targets or milestones. SMART stands
for:
Specific
Measurable
Achievable
Realistic/relevant
Time-bound

Specifies the activities, actors, and beneficiaries
Defines how a change will be measured
Confirms the feasibility of implementing the intervention
as planned
Ensures the intervention relates to the goal
Specifies when the results are expected

1. Objective: ______________

Money Follows the Person Work Plan

6

2. Describe the performance measures or indicators your state or territory will use to monitor
progress toward achieving this objective, including details on the calculation of measures
(e.g., data sources and limitations), if relevant. Describe any key deliverables.

3. Provide targets for the performance measures or indicators listed above. Include milestones
and expected time frames for key deliverables.

a. Does the performance measure include quantitative targets?
 Yes
 No
b. [If yes] Complete the quarterly fields below.
2023
Q3

2023
Q4

2024
Q1

2024
Q2

2024
Q3

2024
Q4

2025
Q1

2025
Q2

2025
Q3

2025
Q4

2026
Q1

2026
Q2

Note: Table uses calendar year quarters.

4. Provide additional detail on strategies/approaches the state or territory will use to achieve
targets and/or meet milestones (building on the initiative description). List the responsible
state or territory agency parties and any key external partners for achieving this objective.

[CLICK TO ADD ADDITIONAL OBJECTIVE]

Money Follows the Person Work Plan

7

III. Funding sources
In the section below, provide projected quarterly expenditures, by funding source, for this
initiative. Actual quarterly expenditures will be reported in the recipient’s SAR.
1. Funding source(s): [select all that apply]







MFP cooperative agreement funds for qualified HCBS and demonstration services
MFP cooperative agreement funds for supplemental services
MFP cooperative agreement funds for administrative activities
MFP cooperative agreement funds for capacity-building initiatives
State or territory equivalent funds attributable to the MFP-enhanced match
Other
•

Specify an other funding source: ______________
2023
Q3

Funding source

2023
Q4

2024
Q1

2024
Q2

2024
Q3

2024
Q4

2025
Q1

2025
Q2

2025
Q3

2025
Q4

2026
Q1

2026
Q2

[Each funding
source selected
above will be prepopulated as a row
in this table]
[Funding source
selected above]
[Funding source
selected above]
Note: Table uses calendar year quarters.

IV. Initiative close-out
Complete the section below for initiatives with an end date during the upcoming semi-annual
reporting period.
Projected end date: [populated from C.I.8]
1. Actual initiative end date: _______________
2. For initiatives that will no longer be sustained with MFP funding or state or territoryequivalent funding, indicate the status below:
 Completed initiative
 Discontinued initiative
•

[If selected] Indicate reason for termination.

Money Follows the Person Work Plan

8

 Sustaining initiative through a Medicaid authority
•

[If selected] Indicate alternative funding source.

[CLICK TO ADD ANOTHER INITIATIVE]

Money Follows the Person Work Plan

9