Quality Assessment & Improvement (QA&I) Process Resources

In case of questions, issues or concerns related to the questions asked in a tool or the QA&I Process, please contact the ODP QA&I Process mailbox at ra-PWQAIProcess@pa.gov.

QA&I C3Y1 Process Document

QA&I C3Y1 Record of Change

QA&I CAP Form – Blank (Excel)

QA&I Cycle 2 Training Question & Answer Document 9-27 2024

QA&I Training

QA&I Cycle 2 Training for AEs, SCOs, and Providers – Updated June 2023 (Training)

QA&I Cycle 3 Training for AEs, SCOs, and Providers – Updated June 2025–Powerpoint

QA&I Cycle 3 Training for AEs, SCOs, and Providers – Updated June 2025–Mp4 Video

QAI Contact List

Effective immediately, any changes to the primary and/or secondary contacts should be submitted by using the following link: ODP Quality Assessment & Improvement Contact Information Form.  Changes can be submitted throughout the year and ODP will post an updated version of the QA&I Contact List spreadsheet at least every 2 weeks during the months of June-August.  As a reminder, it is the responsibility of the entity to ensure that this information remains up to date. 

QA&I Contact List 6-17-2025

ODP QA&I Contacts (Word)

Individual Interviews

Cycle 3 Individual Interview Tool (PDF)

Cycle 3 Individual Interview Letter (PDF)

Cycle 3 Individual Interview Tool (Spanish)

For ID/A and AAW Providers

C3Y1 Provider Tool (PDF)

C3Y1 Provider Self-Assessment Review Spreadsheet (Excel)

For ID/A and AAW SCOs

QA&I C3Y1 SCO Tool (PDF)

QA&I C3Y1 SCO Self-Assessment Review Spreadsheet (Excel)

For AEs

QA&I C3Y1 AE Tool (PDF)

QA&I Cycle 2 Provider Full Review Spreadsheet Training for AEs (Webcast)

QA&I Cycle 2 Provider Full Review Spreadsheet Training for AEs (PDF)

QA&I C3Y1 AE Self-Assessment Review Spreadsheet

AE Resources for QA&I Provider Reviews

QA&I C3Y1 Conference Agenda

QA&I C3Y1 Conference Agenda Guidelines Email Template

QA&I C2Y3 Comprehensive Report Guidance

QA&I C2Y3 Comprehensive Report Template

QA&I C3Y1 Remediation Notification Email Template

QA&I C3Y1 Remediation Clarification/Revisions Needed Email Template

QA&I C3Y1 Approved Remediation Email Template

QA&I C3Y1 Participation Letter

QA&I C3Y1 Full Review Individual Record Sample List

QA&I C2Y3 Provider Full Review Spreadsheet

QA&I C3Y1 Provider Submission Checklist

QA&I C2Y3 Provider Tool

QA & I C2Y3 Provider Self-Assessment Review Spreadsheet Updated 7-24-24

QA&I C3Y1 Provider CAP Template

QA&I C2Y3 Provider Staff Training Record

QA&I C3Y1 AE Provider Prep (Word)

QA&I C3Y1 AE Tip Sheet