VALUE-BASED INCENTIVES METRICS | VBI # | Provider Instructions (All Submissions require Incentive Invoice) | Date Due |
Building Performance and Risk Metrics -Submission 1 of 3 | 1-A | Cohort Assessment Survey | 09/10/2025 |
MAT Prescribing Clinician Start Up Cost Sharing | 2-E | Implementation Plan (provider agencies without plan approved before 7/1/25) or Addendum Implementation (if agency had approved plan by 7/1/25 who seek to expand medical clinician hours beyond original approved plan. | 09/30/2025 |
Building Performance and Risk Metrics -Submission 2 of 3 | 1-A | Completed Functional KPI Performance dashboard or KPI Tracking Tool | 10/10/2025 |
Bilingual Bonus (Submission 1 of 3) Q1 (July-Sept 2025) |
2-C | Completed Bilingual Bonus Submission Form-One per Treatment Agency; Evidence of Language Proficiency for Eligible Direct Service Staff; Proof that Eligible staff was paid the Bilingual Bonus |
10/10/2025 |
Timely Submission of CalOMS Admission/Discharge Records Q1 (July-Sept 2025) |
1-C | Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
Timely Claims Submission Q1 (July-Sept 2025) |
1-D | Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
MAT Education/Services for Opioid Use Disorder (OUD) in Non-OTP Settings Q1 (July-Sept 2025) |
3-A | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
MAT Education/Services for Alcohol Use Disorder (AUD) Q1 (July-Sept 2025) |
3-B | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
MAT: Agency-wide Naloxone Distribution Q1 (July-Sept 2025) |
3-C | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
Clients Referred/Admitted to Another SUD Level of Care Q1 (July-Sept 2025) |
3-D | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
Mental and Physical Health Referrals/Care Coordination Q1 (July-Sept 2025) |
3-E | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 10/15/25 | 10/20/2025 |
Building Performance and Risk Metrics -Submission 3 of 3 | 1-A | Completed performance benchmarking and gap analysis tool Optional: Quality Management System Funds Optional: Leadership Coaching Verification |
12/10/2025 |
R95 Patient-Facing Agreements | 3-G | R95 Admission Agreement; R95 Toxicology Agreement; Admission policy (if not previously approved; Discharge policy (if not previously approved); Toxicology policy (if not previously approved) |
12/31/2025 |
Bilingual Bonus (Submission 2 of 3) Q2 (Oct 2025-Dec 2025) |
2-C | Completed Bilingual Bonus Submission Form-One per Tx Agency; Evidence of Language Proficiency for Eligible Direct Service Staff; Proof that Eligible staff was paid the Bilingual Bonus; Differential Pay Supplemental Form (if applicable) |
1/10/2026 |
Timely Submission of CalOMS Admission/Discharge Records (65%) Q2 (Oct. 2025-Dec. 2025) |
1-C | Applicable HODA Q2- Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
Timely Claims Submission (100%) Q2 (Oct. 2025-Dec. 2025) |
1-D | Applicable HODA Q2 Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
MAT Education/Services for Opioid Use Disorder (OUD) in Non-OTP Settings (60%) Q2 (Oct to Dec. 2025) |
3-A | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q2 Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
MAT Education/Services for Alcohol Use Disorder (AUD) (50%) Q2 (Oct to Dec. 2025) |
3-B | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q2 Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
MAT: Agency-wide Naloxone Distribution (60%) Q2 (Oct to Dec. 2025) |
3-C | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
Clients Referred/Admitted to Another SUD Level of Care (30%) Q2 (Oct to Dec. 2025) |
3-D | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q2 Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
Mental and Physical Health Referrals/Care Coordination (25%) Q2 (Oct to Dec. 2025) |
3-E | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q2 Data Quality Report (DQR) released 1/15/26 | 1/20/2026 |
Managing Financial Risk in Value Based Reimbursement (Submission 1 of 2) |
1-B | Risk and Financial Readiness Assessment; Completion of Financial Stress Test | 2/15/2026 |
Managing Financial Risk in Value Based Reimbursement (Submission 2 of 2) |
1-B | Contingency Planning Template Submission Optional: Leadership Coaching Engagment |
3/31/2026 |
Employee Benefits Package | 2-A | Organizational Policy, Human Resources (HR) documentation, and/or other documentation demonstrating benefits offered; Written documentation verifying employee's external coverage if employee has chosen to opt out due to receiving medical insurance from other entity. |
3/31/2026 |
SUD Registered Counselor Minimum Wage | 2-B | For Agencies implementing this as a new policy in Year 3: Organizational Human Resources (HR) policies or other documentation reflecting the $23 per hour wage; and documentation
showing payment to each SUD Registered Counselor (must include employee's name, pay rate and pay date). For Agencies who implemented this policy in Year 2 (FY 24-25): Signed attestation form confirming continued implementation of $23 per hour wage. |
3/31/2026 |
LPHA Retention Bonus (Includes Licensed and Licensed-Eligible Clinical Social Workers, Marriage & Family Therapists, Professional Clinical Counselors, and Clinical Psychologists) | 2-D | LPHA Retention Bonus supplemental form verifying continued employment under DMC-ODS contract. Documentation of bonus payment to each employee. |
3/31/2026 |
MAT Prescribing Clinician Start Up Cost Sharing - up to 25% of funds issued 6 months following plan/addenda approval. | 2-E | SAPC to verify program participation and notify treatment provider agencies of status by end of FY. NO ACTION REQUIRED BY PROVIDERS | 3/31/2026 |
Service Design Follow Up Implementation Plan | 3-H | Submit Change Project Plan, 5x5 PowerPoint Presentation that details implementation activities that support approved Year 2 (FY 2024-25) Implementation/Investment Plan | 3/31/2026 |
Bilingual Bonus (Submission 3 of 3) Q3 (Jan 2026-Mar 2026) - final quarter reimbursed by SAPC |
2-C | Completed Bilingual Bonus Submission Form-One per Tx Agency; Evidence of Language Proficiency for Eligible Direct Service Staff; Proof that Eligible staff was paid the Bilingual Bonus; Differential Pay Supplemental Form (if applicable) |
4/10/2026 |
Timely Submission of CalOMS Admission/Discharge Records (65%) (Q3 Submission (Jan. 2026-Mar. 2026) | 1-C | Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
Timely Claims Submission (100%) Q3 (Jan. 2026-Mar. 2026) |
1-D | Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
MAT Education/Services for Opioid Use Disorder (OUD) in Non-OTP Settings (60%) Q3 (Jan. 2026-March 2026) |
3-A | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
MAT Education/Services for Alcohol Use Disorder (AUD) (50%) Q3 (Jan. 2026-March 2026) |
3-B | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
MAT: Agency-wide Naloxone Distribution (60%) Q3 (Jan 2026 to Mar. 2026) |
3-C | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
Clients Referred/Admitted to Another SUD Level of Care (30%) Q3 (Jan 2026 to Mar. 2026) |
3-D | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Q3 Data Quality Report (DQR) released 4/15/26 | 4/20/2026 |
Mental and Physical Health Referrals/Care Coordination (25%) Q3 (Jan 2026 to Mar. 2026) |
3-E | Ensure staff is utilizing appropriate codes. Submit Applicable HODA Data Q3 Quality Report (DQR) released 4/15/26 | 4/20/2026 |
R95 Champion | 3-F | Participation in 1) R95's policy agreement activity and 2) at least one MAT activity. See Eligible MAT activities listed in Incentives Package *Treatment Provider Agencies that previously completed admission AND toxicology policies are eligible if they complete at least one MAT component in FY 25-26 Submit signed pre-populated verification form |
4/25/2026 |
VALUE-BASED INCENTIVES METRICS | VBI # | Provider Instructions (All Submissions require Incentive Invoice) | Date Due |
Bilingual Bonus | 2-C | Language Access Plan only for Agencies who did not participate in Year 2 (FY 2024-25) | 07/07/2025 |