About this Learning Activity

Delegation 301: Advanced - Subdelegation

Delegation 301: Advanced – Subdelegation is an advanced‑level, scenario‑driven course for professionals responsible for governing or overseeing delegated functions within NCQA‑accredited or accreditation‑seeking organizations. As a focused subset of the NCQA Delegation Effectiveness Series, this course examines the added complexity introduced when delegated entities subdelegate functions to additional parties. Learners will explore how organizational accountability is retained across multiple layers of delegation and how effective oversight structures support compliance, performance, and risk mitigation. Through advanced analysis and evaluation, participants will strengthen their ability to assess subdelegation arrangements, identify oversight gaps, and design controls that align with NCQA delegation expectations.

What You Will Learn

• Retained accountability in multi‑tier delegation models
• Oversight expectations for subdelegated activities
• Monitoring, reporting, and audit considerations
• Risk identification and mitigation in subdelegation

• Analyze organizational accountability across delegated and subdelegated arrangements, including legal, regulatory, and operational implications.
• Evaluate the effectiveness of oversight mechanisms used to monitor subdelegated functions such as credentialing and recredentialing.
• Design oversight strategies and controls that mitigate risk and ensure sustained accountability in complex delegation models.
  

• Assess subdelegation arrangements for alignment with delegation oversight expectations.
• Identify risks, gaps, and breakdowns in oversight across delegated and subdelegated functions.
• Apply advanced oversight principles to strengthen governance, monitoring, and corrective action practices.

Who Should Attend

• Executives, supervisors, and coordinators at health plans and managed care organizations.
• Professionals in compliance, public policy, and risk management.
• Professionals in performance measurement, quality assurance, or quality improvement.
• Consultants, contractors, delegates, vendors, and partners of health plans.

Faculty

Kimberly Petit, MBA
Kim began consulting in 2017, drawing from her numerous and varied accreditation experiences, she has successfully guided many organizations through the preparation and achievement of NCQA-Accreditation and Certification. Prior to consulting, Kim was the Sr. Director, Head of QM Program, Accreditation, Credentialing and Delegated Credentialing for all Commercial, Medicare and Exchange product lines across Aetna, Coventry and Joint Ventures.  In this role, Kim had accountability for setting strategy and overall execution of the National Quality Program to meet regulatory requirements and maintain NCQA accreditation. Kim has her MBA from the Kellstadt Graduate School of Business at DePaul University and her BS from the University of Illinois, Champaign-Urbana.  Kim serves as a surveyor for the National Committee for Quality Assurance since 2009.  She also served an adjunct professor at the Kellstadt Graduate School of Business, teaching MGT 510: Health Technology, Informatics & Quality, a Health Insurance Industry Perspective.  Kim lives west of Chicago on an organic farm with her husband and son.  In her spare time Kim is an avid tennis player.

Continuing Education

This is a non-accredited activity.
This course grants 1 optional Continuing Education Unit (CEU) points for PCMH Certified Content Experts.

*Please note – You must complete the entire program to be eligible for total number of contact hours.

Disclosure of Relevant Financial Relationships

The National Committee for Quality Assurance (NCQA) endorses the Standards of the Accreditation Council for Continuing Medical Education which specify that sponsors of continuing medical education activities and presenters at and planners for these activities disclose any relevant financial relationships either party might have with commercial companies whose products or services are discussed in educational presentations.

For sponsors, relevant financial relationships include large research grants, institutional agreements for joint initiatives, substantial gifts, or other relationships that benefit the institution.  For presenters or planning committee members, relevant financial relationships include the receipt of research grants from a commercial company, consultancies, honoraria, travel, or other benefits, or having a self-managed equity interest in a company; or having an immediate family member or partner with such a relationship.

Disclosure of a relationship is not intended to suggest or condone bias in any presentation but is made to provide participants with information that might be of potential importance to their evaluation of a presentation.

Relevant financial relationships exist with the following companies/organizations:

Faculty:
Kimberly Petit: None

Additional Planning Committee Members:
Julie Pung: None
Vince Pereira: None

This program was developed by NCQA staff.
This program received no commercial support.