InnovAge Holding Corp.

Q4 2021 Earnings Conference Call

9/21/2021

spk01: Thank you for standing by, and welcome to InnovAge's Fiscal 2021 Fourth Quarter Earnings Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your touchtone telephone. Please be advised that today's conference may be recorded. Should you require any further assistance, please press star zero. I would now like to hand the conference over to your host, Director of Investor Relations, Ryan Cabata.
spk11: Thank you, Operator. Good afternoon, and thank you all for joining Innovage's Fiscal 2021 Fourth Quarter Earnings Call. With me today are key members of our leadership team, Maureen Hewitt, President and CEO, and Barb Gutierrez, CFO. Today, after the market closed, we issued a press release containing detailed information of our quarterly and annual results. You may access the release on our company website, innovage.com. For those listening to the rebroadcast of this presentation, we remind you that the remarks made herein are as of today, Tuesday, September 21, 2021. and have not been updated subsequent to the initial earnings call. During this call, we will refer to certain non-GAAP measures. A reconciliation of these measures with the most directly comparable GAAP measures can be found on our fiscal fourth quarter 2021 press release, which is posted on the investor relations section of our website. During our call, we will be making forward-looking statements, including statements related to our growth prospects, regulatory, and other expectations in our outlook on fiscal year 2021-2022. Listeners are cautioned that all of our forward-looking statements are subject to certain risks and uncertainties that can cause our actual results to differ materially from our current expectations. We advise listeners to review the risk factors discussed in our IPO prospectus filed on March 5, 2021, as well as our upcoming Form 10-K Annual Report for fiscal year 2021, that will be filed with the SEC on September 22nd, 2021. After the completion of our prepared remarks, we will open the call to take your questions. I will now turn the call over to our President and CEO, Maureen Hewitt. Maureen?
spk07: Thank you, Ryan, and thank you all for joining us this afternoon. I'm pleased to report that we had a strong finish to our fiscal year ended June 30th, 2021. Let me first provide a brief summary of our performance. Barb will provide additional details on our fourth quarter and fiscal year end results, as well as an update on our fiscal 2022 outlook in a few minutes. As of June 30th, 2021, Innovate served more than 6,850 participants. This represents a nearly 7.5% increase year over year and is just over the midpoint of the guidance we provided last quarter. On our last call, all of our innovative centers in the western and central regions were open, and we expected to open our centers in Pennsylvania and Virginia shortly. I'm pleased to say that we are able to open all of our centers to our participants as of July 6th, consistent with the national decline in COVID trends. We reported strong revenue of approximately $638 million for fiscal year 2021, exceeding the high end of our guidance estimate. This represents an increase of approximately 12.5% compared to the previous fiscal year. We also reported a center-level contribution margin of 27.3%, or approximately $174 million for fiscal year 2021. This is an increase of nearly $33 million compared to fiscal 2020. I will now provide an update on our growth strategy. We have sites selected with signed leases for three de novo centers, one in Louisville, Kentucky, and two centers in Florida, one in Orlando and one in Tampa. In all three sites, we are renovating or plan to renovate existing buildings and we are diligently working through the development process. We currently expect these three centers to open in fiscal year 2023. However, as with every development, there are factors beyond our control that may impact our expected timing. We also continue to evaluate locations for two additional centers, and our current plan is to have those operational within the next 24 months. Regarding acquisitions, We continue to pursue acquisition opportunities in new markets with experienced community partners who have established footprints and where the economics make sense. We are also continuing to look for joint venture opportunities that provide strong strategic value. Last month, on August 4th, we announced an equity investment in JetDoc, a telehealth and virtual urgent care app dedicated to connecting users with medical professionals in an effective way. Following the significant increase in telehealth services that we utilized during the pandemic, we determined that we needed a more PACE-specific telehealth solution. We are partnering with JetDoc to develop a virtual care and remote patient monitoring platform specifically for a PACE program model. InnovAge and JetDoc have begun the design and development of a specific patient experience, focusing on early biometric features that will be included in the final product. We expect the technology will continue to allow InnoVAGE clinical and administrative staff to connect with participants and their caregivers for improved continuity of care. Regarding COVID, earlier this month, the White House mandated COVID-19 vaccines for all federal workers and employers with more than 100 employees. InnovAge continues to require, where legally permitted, that all InnovAge employees and participants receive the COVID-19 vaccine unless they are entitled to an accommodation based on religious belief, disability, or other legally protected reasons. We also continue to apply COVID-19 health and safety protocols in accordance with federal, state, and local public health authority guidance. This includes the requirement that appropriate PPE and symptom screening are in place for our participants and employees. I am also pleased to announce that we achieved our goal of having 90% of our employees vaccinated and 96% of our employees have at least one dose completed. As of last week, 86% of our participants have been vaccinated and we continue to target a 90% goal for our participants as well. For our centers, we continue to carefully monitor COVID trends in each of our markets and centers. Should we experience COVID pressures at our centers that would cause us to shut them down, partially or fully, we have the ability to do that. We also have the ability to reopen them in a phased approach as pressures are relieved. we remain deeply committed to participant safety and have the appropriate protocols necessary should any of our staff or participants test positive for COVID. Enrollment growth has continued to improve throughout the quarter and has returned to pre-COVID levels. Our participants continue to serve as ambassadors for the InnovAge brand. Referrals we receive from our own InnovAge participants have historically made up approximately 25% of census growth. In addition to participants, we continue to make significant strides regarding digital marketing efforts as we realign our marketing strategy to increase our focus on digital channels during the COVID-19 pandemic. From March 31st to the end of June, leads on our web qualifier grew more than 80% and referrals grew nearly 60%. I now want to discuss new additions to our team, employee turnover, and staffing, as we have received a number of questions about this topic. As we announced in today's earnings release, we are continuing to build out our leadership team with the addition of three key positions. Nicole D'Amato joined the company as Chief Legal Officer and Corporate Secretary. She oversees legal, government affairs, information security, and compliance. Nicole brings public company experience in of age, most recently as Senior Vice President and Chief Intellectual Property Counsel at McAndrews and Forbes, and operating a company, acquiring, divesting, and executing strategic long-term management, of diverse public and private companies ranging from cosmetics to pharmaceuticals. Emily Tansey joined the company as our new Chief People Officer. Emily spent more than 13 years with CVS Health. While there, she led multiple organizational design and change management initiatives, including transitioning employees to work from home during COVID-19. Olivia Patton joins InnovAge as our new Chief Compliance Officer. She will lead regulatory internal audit, the monitoring of policies and procedures, and company-related staff training programs. Olivia brings a depth of leadership experience in healthcare compliance, including developing training for CMS and Medicare policies, and was most recently the Corporate Compliance Officer for United Healthcare in Phoenix, Arizona. As of the end of our fiscal year, ended June 30th, 2021, we had approximately 1,800 employees excluding contractors. Approximately 1,200 of those employees are clinical professionals and interact with our participants on a regular basis. It is no surprise that managing turnover and retention is challenging for all healthcare organizations due to the limited supply of workers and the competitive environment in which we operate. That being said, we continue to address staffing needs of the business by proactively utilizing strategies to minimize the impact on our business and to sourcing talent that varies by location and position. We utilize recruitment process outsourcing alongside our internal recruiting team and utilize locum tenens and temporary help to fill positions on an interim basis. When included in our total employee count, contracted and temporary labor accounts for less than 10% of the overall total workforce company-wide. Regarding retention, our operating leaders work with their HR counterparts to foster a work environment that is rewarding both personally and professionally. We believe we have a unique culture at InnovAge, and for the fourth year in a row, InnovAge has been recertified as a great place to work. We have a company culture that honors our participants and staff as individuals and as important contributors to InnovAge as a whole. Our team delivers care and supports each other in a positive work environment. I'm extremely proud to work alongside such a capable and committed team in elevating senior care in all of our markets. I will now provide a brief update on the reimbursement and regulatory environment. We received an aggregate rate increase of approximately 5% across Colorado, Pennsylvania, and Virginia that became effective on July 1st of this year. We are still working with the state of New Mexico on finalizing our rates in that market and negotiations with California will not start until the fall for a January 1st, 2022 effective date. Barb will provide some additional detail on our rate increases, but I will highlight that we have received a mid single digit rate increase from the state of Colorado specifically, which is significant given the recent rate decrease we received last year due to the COVID pandemic. Regarding the regulatory environment, we continue to see positive federal and state legislative activity at levels we have not seen in recent memory. This is a very encouraging sign for PACE, as interest in the program is at an all-time high. Due to the increased legislative activity and the state interest in PACE, InnovAge became a member of the National PACE Association, or NPA, as well as the Leading Age Association. These two organizations are focused on furthering the interest of participants, advancing PACE, and aging-related services nationally at the state and local levels. We view our memberships with these two organizations as key additions to our overall legislative efforts when combined with our existing American Health Association Insurance Plans, or AHIP, and the National Committee for Quality Assurance, the NCQA memberships. In addition, we are members of several state associations, as PACE is a community-focused program, and we will continue to join local organizations as we grow. With new states looking to expand PACE, we are actively monitoring states and local interest in this program. To summarize current federal legislative activity, the pending $3.5 trillion budget reconciliation package could provide additional funding for PACE providers through home and community-based services and beneficial policy changes that would increase access to PACE. N of H has been actively advocating for HCBS funding levels to stay at the $400 billion level set forth in the resolution and for policy provisions, such as those set forth in the PACE Plus Act to be included in the final budget. CMS continues to put its leadership in place under the Biden administration. They have publicly announced that they expect to unwind many of the current demonstration projects operating out of the Center for Medicare and Medicaid Innovation, or CMMI. and will be looking to launch three to four pilots that fit within the administration's mission of health access and equality. Should CMMI select a PACE program for one of their pilots, we believe we will be well-positioned to participate in the program as we continue to discuss potential opportunities with potential collaborators. The American Rescue Plan Act provides additional funding to states that are considering adding PACE, including a 10% increase to the state federal match to Medicaid for home and community-based services, as well as the PACE program. We do not expect any new programs to be presented until the fall of the earliest, but we are closely watching the plan New York has proposed with interest, as they are planning a pilot program that would expand PACE to Medicare-only beneficiaries in the state for a fee. Regarding state legislation, pending California Assembly Bill 540 requires PACE participants to be exempt from mandatory enrollment into Medi-Cal managed care plans. It also requires that PACE is presented as an option during Medi-Cal enrollment periods. This bill is passed the Health Committee and has been referred to appropriations. California Assembly Bill 523 makes the flexibilities that were allowed during COVID to become permanent. These include telehealth, verbal enrollment agreements, and for adult day healthcare services to be provided in the home. In Michigan, pending Senate Bill 203 provides for the establishment of a new PACE program in a geographic area that is already being served by an existing PACE organization, pending the demonstration that an unmet need exists in that area, among other requirements. This bill was heard before the Health Committee in April and is pending committee vote. Florida House Bill 905 provides the agency for healthcare administration with additional authority to manage the PACE program. This bill was signed into law by Governor Ron DeSantis on June 21, 2021. I will now provide a brief update on the status of our audits in Sacramento and Colorado. As a reminder, given the nature of our business and the participants we serve, audits are a regular occurrence in our industry, including financial and Medicare Part D audits. We have and continue to work collaboratively with regulators as we seek to constantly improve our processes and outcomes to better serve our participants and their families. In early May, the Centers for Medicare and Medicaid Services began a routine scheduled audit of our Sacramento Center. CMS completed their audit field work on May 21st and requested additional information, which we supplied promptly. This past Friday, September 17th, we were notified that CMS has determined to freeze new enrollments at our Sacramento Center based on deficiencies detected in the audit. The deficiencies relate to failures to provide coverage services, provide accessible and adequate services, manage participants' medical situations, and oversee use of specialists, among others. The freeze will remain in effect until we correct these deficiencies and we are working on developing a corrective action plan to submit to CMS. In addition, we have a right to provide a rebuttal and request a hearing. At this time, given how recent the notice is, we are assessing options and are unable to estimate the duration of the freeze or the final outcome of this process. This freeze is limited to our Sacramento Center and does not extend to our San Bernardino Center in California. For context, There were less than 200 participants at Sacramento as of the beginning of this month. We are committed to quality improvement and comprehensive care coordination at each of our centers. The PACE program in Colorado has been the subject of three audits over the last several months conducted by the state and CMS. The state completed the onsite audit work on July 22nd, and we received preliminary findings at that time. CMS completed their audit work in Colorado on July 8th. We anticipate receiving their report in early 2022. We also expect that the state will issue their report around the same time for consistency purposes. In Colorado, we have not received any direction from CMS or the state of Colorado to freeze or otherwise curtail our program. And we have continued to operate our business in a consistent manner throughout the entire audit process. In addition, there have been no immediate corrective actions identified in the preliminary findings or to date. We believe the audit process is important to the integrity of the program, and each audit we undergo is an opportunity for us to improve the PACE program, improve our services, and ultimately the outcome of our participants' These audits will continue to make our program better over the long term. Before I turn the call over to Barb, I would like to highlight the certification from the National Committee for Quality Assurance of 14 of our centers as patient-centered medical homes. We have chosen to pursue this certification to demonstrate our ongoing commitment to quality improvement and comprehensive care coordination. I want to thank our entire team at InnovAge for their hard work, tireless effort, and dedication to our participants. Now I will turn the call over to Barb to review our financial performance in more detail and provide our outlook for 2022. Barb?
spk06: Thank you, Maureen. Before we open the call to questions, I want to provide some highlights from our fourth quarter and fiscal year-end financial performance for 2021. an update on Medicaid rates for fiscal year 2022, and then provide our fiscal year 2022 outlook. With respect to our fourth quarter results and the developments due to a decrease in COVID transmission rates during the period, I will refer to sequential comparisons to the third quarter in order to provide a more meaningful picture of our performance. We produced strong financial results in the fourth quarter and ended our fiscal year with 18 centers and a census of just over 6,850 participants as of June 30th, 2021. Compared to the prior year, this represents an ending census increase of nearly 7.5%. Member months for the fiscal year ended June 30th, 2021 of over 79,400 were 6% higher than the prior year. During the fourth quarter, census growth and referrals continued to improve and return to levels experienced prior to the second wave of COVID, which impacted our business primarily in Q3. We also continued to see indications that growth enrollments were trending above pre-COVID levels, bolstered by the realignment in our marketing strategy to focus more on digital channels to reach those searching for senior care alternatives. Revenue grew approximately 12.5% to $637.8 million for fiscal year 2021, primarily driven by an increase in Part C and Part D Medicare rates, the temporary suspension of sequestration, and census growth. Fourth quarter revenue grew by 9.8% to $171.6 million compared to the previous quarter Due to adjustments that included $4.5 million of risk adjustment factor RASP true-up payments received from CMS, $1.8 million of Part D bid reconciliation true-up, and an adjusted estimate of $4.5 million of revenue recorded in the fourth quarter but related to full-year performance. External provider costs for the full year were $309.3 million, 13.4% higher than the prior year, and $85.1 million for the fourth quarter, an increase of 12.9% compared to the fiscal third quarter of 2021. The year over year increase was due to an increase in cost per participant related to pharmacy expenses, inpatient expenses associated with COVID, and outpatient expenses, as well as an increase in census. During the quarter, costs continued to normalize as COVID transmission rates improved. An elevated quarterly external provider costs were primarily due to an increase in cost per participant associated with increased specialist, outpatient, and housing utilization coupled with census growth. Our cost of care, excluding depreciation and amortization, of $154.4 million was relatively flat year over year, increasing by just 1% due to an increase in census, offset by a decrease in transportation costs and employee compensation costs, which were impacted by COVID. Center-level contribution margin, which we define as revenue less external provider costs and cost of care, excluding depreciation and amortization, was $174.1 million for the fiscal year ended June 30th, 2021. This is a 238 basis point improvement over the prior year. For the fiscal fourth quarter, we reported a center level contribution margin of $48 million. an increase of nearly 16% compared to the fiscal third quarter of 2021. Sales and marketing expense was $22.2 million for the fiscal year ended June 30th, 2021, increasing 17% year over year due to an increase in costs associated with new advertising campaigns and headcount to support enrollment growth. For the fourth quarter, sales and marketing expense of $7.9 million increased $2.3 million, or 41.3% quarter over quarter, primarily due to a shift in the timing of our marketing spend to the back half of fiscal year 2021. Corporate general and administrative expense was $132.3 million for the fiscal year ended June 30th, 2021. an increase of 126% year-over-year. The full-year increase is primarily related to fees incurred as a result of the APEX transaction in July 2020 and the IPO. In connection with the APEX transaction, the company recorded $45.4 million related to the cancellation of stock options outstanding under the company's 2016 equity incentive plan and an additional $13.1 million of transaction-related costs. In connection with the IPO, the company recorded $1.5 million of transaction costs. For the fourth quarter, corporate general and administrative expense increased 42.1% to $26.4 million. The increase over the prior quarter was primarily due to additional stock-based compensation expense timing of bad debt expense, and an increase in the cost associated with being a public company for a full quarter. Net loss for the fiscal year ended June 30th, 2021 was $44.7 million compared to prior fiscal year net income of $25.8 million. For the fourth quarter, we reported net income of $6.3 million. The loss for the fiscal year was expected and is primarily the result of the following. Costs associated with the Apex transaction and IPO. Expenses related to the extinguishment of debt associated with our amended and restated credit agreement. Other expenses due primarily to the warrants issued as part of our JV agreement for our Sacramento Center. and an offsetting gain due to Innovate Sacramento becoming a consolidated entity as of January 1st, 2021. For fiscal year ended June 30th, 2021, we reported an earnings per share loss of 36 cents, both basic and diluted. Our fully diluted share count for the full year was 135 million, 516,513 shares at the end of fiscal year 2021. Adjusted EBITDA, which we calculate by adding interest, taxes, depreciation and amortization, and one-time adjustments for transaction and offering related costs and other non-recurring or exceptional costs to net income, was $85.3 million for the fiscal year ended June 30th, 2021, a 29.5% increase over the prior year. Adjusted EBITDA for the fiscal fourth quarter was $19.3 million, a decrease of 4.7% over the fiscal third quarter of 2021. The quarter-over-quarter decrease is attributed to an increase in external provider cost per participant, the reopening of our centers, and an increase in costs associated with being a public company, partially offset by the adjustments to revenue made in the fourth quarter. We do not add back any losses incurred in connection with our de novo centers in the calculation of adjusted EBITDA. De Novo Center losses, which we define as net losses related to the pre-opening and startup ramp for our De Novo through the first 24 months of operations for our Sacramento Center in California, our Penny Pack Center in Philadelphia, and our Louisville Center in Kentucky were $2.3 million for fiscal year 2021. Adjusted EBITDA margin for the fiscal year ended June 30th, 2021 increased to 13.4% as compared to 11.7% in the prior year. For the fiscal fourth quarter, we reported an adjusted EBITDA margin of 11.3%, a decrease from the fiscal third quarter of 172 basis points. Turning to our balance sheet. We ended the quarter with $201.5 million in cash and cash equivalents and had $84.6 million in total debt on the balance sheet, representing debt under our senior secured term loan plus capital leases and other commitments, and a secured net leverage ratio of 0.80 times as calculated pursuant to our credit agreement. For the fiscal year ended June 30th, 2021, we had $18.6 million of capital expenditures. Now I want to provide a brief update on fiscal year 2022 Medicaid rates. We received a combined rate increase of just over 5.3% in Colorado, Pennsylvania, and Virginia for fiscal year 2022. For Colorado specifically, our mid-single digit rate increase was significant, given the recent rate decrease we received last year due to the COVID pandemic. Turning to guidance for fiscal year 2022. We expect our ending census to be between 7,500 and 7,750. We are expecting member months to be in the range of 86,500 and $87,800. We are forecasting fiscal year 2022 total revenues in the range of $712 to $725 million and adjusted EBITDA in the range of $60 to $72 million. In estimating adjusted EBITDA for fiscal 2022, We did not add back any expected losses associated with our de novo centers, nor have we included any results from potential acquisitions. De novo losses for fiscal 2022 are expected to be approximately $10 million. Finally, to provide some additional visibility into our projected census growth, we expect first quarter census to grow by approximately 2% from our 2021 fiscal year end as a result of our ongoing multi-pronged growth strategy and our efforts to continue to ramp up our digital marketing program. In summary, we would like to highlight that in addition to growing our top line revenue over 12% year over year, we generated double digit adjusted EBITDA margins and have historically generated positive cash flow from operations on a consistent basis. That concludes our prepared comments. Operator, we'll now open the call to questions.
spk01: As a reminder, to ask a question, you will need to press star 1 on your touchtone telephone. To withdraw your question, press the pound key. Please stand by while we compile the Q&A roster. Our first question comes from the line of Vikram Kasavabatla of Baird. Your line is open.
spk10: Yeah, hey, thanks for taking the question. I wanted to start on the 4Q results. And in particular, it looks like you landed in your guidance range for census and for member months. but it looks like you beat the high end of the revenue range. So we'd just love to understand some of the drivers of the outperformance there. I know you mentioned some of the rate increases, but it sounds like a lot of that took effect on July 1st. So it would be helpful to get some color on factors that influence 4Q specifically.
spk06: Sure. Thanks for the question. It's Barb. I'll take that. Yeah, so in the fourth quarter, as was outlined in my report, remarks just a few minutes ago, we had some additional adjustments to revenue, positive adjustments to revenue, which included the risk adjustment factor true-up payment from CMS, which is typical in the fourth quarter, and that was about $4.5 million. We had $1.8 million of our Part D bid reconciliation true-up in the quarter, and then we had some additional $4.5 million of revenue that was recorded in the fourth quarter that really was related to the entire fiscal year as a result of an internal reconciliation of rates with one of our states. You know, sometimes these states pay us incorrectly or it takes some additional time to get the technical information to apply the payments and the rates. So that also occurred in the fourth quarter. So those three things contributed to the revenue being outside above the top end of the guidance range.
spk10: Okay, great. And then just to follow up on some of your comments about Colorado, I appreciate it. It sounds like you're getting the results of those findings in early 2022. But I guess, could you just help us understand the range of outcomes that could come from those audits? And I guess ultimately, could Colorado result in a freeze like what you described in Sacramento? And maybe if you can give some color there just based on your historical experiences with those audits. And just taking that a step further, I mean, given the freeze that you called out in Sacramento and the ongoing audits in Colorado, what is your guidance for fiscal 22 census and member months assumed with respect to those regions? Thanks.
spk07: Hi, this is Maureen. I'll start it off and then Barb, you can talk a little bit as well and add some color around it. As far as Colorado, we do not have the outcome of the Colorado. As you know, We are a healthcare provider. We take care of frail seniors, and we are highly regulated. So there is always going to be a risk around surveys and survey outcomes. Our job and our job of our leadership, our management, clinicians, and operations is to make sure that we adhere to compliance and have solid plans of correction and work with our state and federal regulators. So we can't give you any guidance around Colorado at this time, and as soon as we know, and there may be a question too that maybe there's some relationship between Sacramento and Colorado, and we don't have any knowledge that those two things are related. Thank you.
spk06: This is Barb. As it relates to guidance, generally speaking, you know, our guidance just reflects what we believe are achievable results. We have taken into consideration the enrollment freeze for Sacramento in our guidance. We have taken that into consideration. And then we'll also just remind you, as was in the previous remarks, our guidance does not include any potential acquisitions as well.
spk10: Okay, great. Thank you.
spk01: Thank you. Our next question comes from Jeff Caro of Piper Sandler. Your line is open.
spk05: Yeah, thanks for taking the question. So I'll maybe follow up on the last comment on M&A. It does seem like M&A processes have been elongated, so I was hoping for any further update on the near-term pipeline and what might serve as a catalyst to get any deals over the finish line.
spk06: Pardon? Yeah, sure. So I'll just talk a little bit about the pipeline in general. So, you know, we've outlined our pipeline here. And, you know, some of the catalysts is that we've explained in the past that it's a long process, not necessarily all within our control that includes state approvals and CMS approvals and finding real estate and all that goes with that. So While it might be on the back end, there's a couple in the elongated process. I'll also note, compared to some of our earlier thoughts, we've actually accelerated a couple of the de novos as well. So we are moving as fast and furiously as we can as it relates to de novos. As Maureen said in her remarks, You know, we've entered into leases in the construction phases and three of those de novas as we speak. So we feel very positive about our de novo pipeline and our progress there.
spk05: That's great to hear. Maybe a couple questions for me on the FY22 guidance and particularly around enrollment growth and RAP impact, the risk adjustment factor. Just thinking about potential variability of impact from COVID. Any comments you could give on seasonality of enrollment growth beyond the first quarter would be helpful, and expectations for ability to capture accurate RAF scores as care might have been deferred with an impact from COVID over the last year or so. Sure.
spk06: I'll start maybe with a high-level comment that might answer some of that, and that is, as it relates to our guidance and the growth in that enrollment over the course of FY22, about just under 80 percent of that growth comes from volume, and about 20, 22 percent actually comes from rate. And so, a couple points there. You know, we've indicated that we have good visibility into the first quarter. In our first quarter, we know we've grown 2% quarter over quarter. You know, we see some acceleration over the course of the year to achieve the full year growth. So hopefully that gives you a little bit of sense of the timing. In terms of the rate and that 22% that I speak about in terms of the rate increases, You know, we are being what we consider to be, you know, neutral, kind of appropriately conservative, if you will, related to the Medicare increases, particularly for the things that you mentioned. There's a lot of unknowns coming out of COVID. We feel very comfortable with our ability to capture the RAF scores and our coding. But there's just still a lot of unknowns about the, you know, the trickle effect and the timing of some of those scores. So we were, you know, neutral to appropriately conservative on the Medicare rates themselves. And that's why there's a little bit lower rate to volume proportion.
spk05: Great. Thanks for taking the questions.
spk01: Thank you. Our next question comes from Sarah James of Barclays. Please go ahead.
spk04: Thank you. I was hoping you could give us a little bit more color on 2022. What does guidance imply for center-level contribution margin?
spk06: Sure. Hi, Sarah. It's Barb. You know, we don't typically or I should say specifically outline our center-level contribution margin. But I think it's fair to say we expect that central level contribution margin to return to normal levels in the mid-20s that we have seen historically.
spk04: Okay. Maybe if you could, could you help us bucket out some of the bridge between 2021 margins and 2022. So how much is that conservatism in there for for raft scores versus some of the other moving pieces that that you spoke to?
spk06: Sure. You know, we so in terms of the rate, So while I spoke of that conservatism perhaps in the Medicare rates, the flip side to that is we did receive, as we indicated, some very significant Medicaid increases. So we feel very confident about that. The biggest bridge between 21 and 22 would be that center-level contribution margin that you just asked about. As we've indicated in our Q3 results, For the first three quarters of the year, our centers were essentially closed, and that resulted in higher than normal center-level contribution margins because we had lower operating costs in the centers, things like outsourced transportation and maintenance and some of those type of things. So the biggest factor there is really that center-level contribution margin.
spk04: Okay, great. Thank you.
spk01: Thank you. Our next question comes from Ralph Jacoby of Citi. Your line is open.
spk08: Thanks. Good afternoon. I just want to go back to the census guidance. It's a little bit lower than we had expected. I think it's at the midpoint, about 11% growth. I think you talked about sort of long-term mid-teens or even 20% type growth. So I guess I understand sort of the freeze and maybe that impact, but it seems like There may be something more in terms of holding back some of the census. If there are any details on that, it would be helpful.
spk06: Yes, yes, yes. So, Ralph, really it relates to a couple things. Again, we factored in that freeze for Sacramento. But other than that, and then the other thing, again, we did not include any acquisitions in this guidance. And so really we're positioning our guidance on our current run rates and our visibility to what we can see for organic growth for the business as well as factor in the de novos.
spk08: Okay. And have you shifted any timing of the opening of the de novos? I thought there were a couple that were supposed to come on at the end of fiscal 22, but I guess is that just not the case or is my timing off?
spk06: um your recollection is correct and we are still working toward that um have good visibility on one and um still working toward the second one opening in that time frame okay but i think in the press release it talks about fiscal 23. uh yes we've got well it's and it's really very close to the end of fiscal 2022. Okay. All right.
spk08: Fair enough. And then I guess just one more, I guess I got to go back to sort of the freeze in enrollment. I guess, is there a risk that current membership rolls off as well? And doesn't that impact the ability to enroll even when the freeze is lifted? And then from a broader perspective, how much impact does it have even just reputationally, if you will, in other areas that have seen this freeze?
spk07: This is Maureen. So it does impact the current census of the facility. That's number one. And as I mentioned, you know, with adhering to regulatory and surveys, that's a risk that sometimes things can happen like this. So what's most important is that we work collaboratively with our regulators, both at the state and federal level, get those plan corrections in. And I want to stress that we are all, including all the staff, are working diligently on that to ensure that the freeze will get lifted in a timely manner. We just don't have an ability to see how long that will go or how long it will go. As far as the risk to other centers, It's important to note that Sacramento has its own license. It's separate, for example, from San Bernardino. It's separate from other states as well. So there's crossover from that regard as well. So hopefully, you know, and it's from reputation. If you do health care, you're going to know in long-term care there's a risk of that. And the operations and clinical teams, innovate or buckle down, get their plans and corrections in place, work with our compliance side of our organization to ensure that's going to happen, make sure that all the proper staffing and documentation, documentation is in place. And I say that twice because that's so important when you think about your survey, not to mention the importance of caring for frail seniors, which is what we do. It's going to get addressed. They're working on it. And when we know more information, we will disclose as we are required to do.
spk08: Okay.
spk07: Fair enough. Thank you. Thank you.
spk01: Thank you. Our next question comes from Matt LaRue of William Blair. Your line is open.
spk03: Yeah. Hi, good evening. So Sacramento was a de novo situation. launched in july 2020 um you know less than a year upon the audit started i guess is that you know part of the reason that maybe some of the other de novo's might be more extended are you taking a look at the processes you put in place to open these quality control you know more broadly i guess um you know the fact that it that had these issues within a year what are we to make of uh you know that relative to your broader de novo efforts
spk07: Thank you for the question. This is Maureen. So as I mentioned, this de novo, which you may recall, opened up during the pandemic, July 1st. And as with all new PACE programs, CMS will survey new programs every year for the first three years to make sure things are in place. So that's not something that we will continue to have that type of oversight. by our regulators to ensure that we're given good care and good quality. But what is in with Sacramento, certainly we're going to have lessons learned, and we will learn very quickly and be able to respond quickly. And we are going to ensure that working with our new de novos, that any lessons learned here get applied with them as well. So we're not anticipating any stall on the new ones.
spk03: Okay, and this, you know, just on the acceleration in enrollment throughout the year, I mean, you know, enrollment in the census has, you know, been a bit below expectations for a few quarters in a row here now, and then you're guiding the 2% in the first fiscal quarter. So, I guess, what are you assuming changes over the balance of the fiscal year, given that, you know, I think the Sacramento freeze you said is built in, you know, what are sort of the landmarks you've set out throughout the year that can help get this going?
spk06: This is Barb. I'll just talk about that, just the timing of it. There's not a significant seasonality to our business, but we do see some increases typically in the second quarter and in the fourth quarter. And it just really, you know, has to do with, you know, timing of things like open enrollment for MA. And, you know, we just, we see a higher, just a pickup in the spring. So we do see a little bit of seasonality. So I just didn't want to, I didn't want to give the impression that it's flat across each quarter. We typically see a little bit of an increase over the course of the year. Okay.
spk03: And then lastly on the On the labor side, I mean, I think relative to last quarter, I think the rate update is incrementally positive here, especially with respect to Colorado. Yet, you know, the margin outlook, at least what I think relative to what the street was at, based on your comments on PreQ, is worse. And so can you give us a sense in terms of the 10% in terms of contract and temporary labor, what is that like relative to historicals? What's contemplated about, you know, building that in for FY22? Have you seen any meaningful changes in turnover or expected wage inflation since this summer?
spk07: I can touch, Barb, at least on the turnover. The voluntary turnover rate of the company is currently approximately 26%, which is fairly consistent with our historical voluntary turnover rate. And as mentioned, in earlier discussions or prior ones, you know, this is an industry where you will see turnover. And certainly, you know, the pandemic has contributed probably to some of that. But that being said, we're very committed and we've been staffing and certainly have plans around staffing and recruitment and retention across the company. Barb?
spk06: Yes. And, you know, in terms of the cost profile, you know, You know, we're not saying over-the-top increases as it relates to, you know, market pressure or those temporary costs. You know, we forecast according to staffing ratios. So, you know, based on our census, we put in the costs correspondingly. So, you know, we're building in some cost increases, but we're not seeing anything alarming.
spk03: Okay, thanks for taking the questions.
spk01: Thank you. Our next question comes from Jamie Pierce of Goldman Sachs. Your question, please.
spk09: Hey, thank you. Good afternoon. I wanted to go back to the Sacramento audit and Colorado for a moment. I think investors will naturally question what's different about your services being provided in Sacramento versus Colorado. And you know, basically the risk that you could have a similar outcome in Colorado. So maybe talk us through why Sacramento was more challenging than expected and why Colorado is different in terms of the level of covered services you're providing, use of specialists, some of those things that you cited that were issues in the audit.
spk07: Yeah, so I think there are really two different kinds of surveys. that occurred, although they're both CMS surveys, they're a little different. And Sacramento, as you know, is a startup. So lots of learning going on as well. And you can also tell that the census is much lower as well because it's a brand new program. So with that, it is really about understanding, you know, continuously trying to improve and learn and help those new teams learn to run a PACE program. So they're kind of two different things. In Colorado, that was three surveys going on, as you recall, a CMS-focused survey and as well as a HCPA, Healthcare Policy and Finance Survey, and CDPH. So they're very two different things. Also, Colorado was related, as you may recall, to a complaint. So they're different. And what we can't do for you today or what I can't do for you today is to describe the differences or even the similarities because they are really two different points in time and types of surveys that were going on. They're similar, but there's obviously differences in in the programs.
spk09: Okay, understood. Maybe just on the external provider costs, you talked about those coming down across your fourth quarter. What are you seeing so far in the first quarter of your fiscal year, and what's contemplated just generally speaking as you think about COVID trends and non-COVID utilization? kind of contemplating in your guidance for external provider costs as a percent of revenue in fiscal 22.
spk06: Yeah, so this is Barb. So actually in quarter four, when you compare, and this was in the prepared remarks, in Q4 compared to Q3, we actually saw a bit of an increase as the centers, you know, opened and operations returned to normal. There was a bit of a pent-up demand with specialists and outpatient, and that's in the prepared remarks. We see that normalizing going forward, so that was to be expected in Q4. Once we opened our centers, those external provider costs were actually higher than they were quarter over quarter, but we do see that starting to normalize in this fiscal year. We believe it'll get back to normal.
spk09: And just to clarify on that, is that something we should start to expect, you know, early in the year? Is the first quarter going to be challenged because of what's going on with COVID right now? Or do you expect that external provider cost to start, you know, tracking back to normal in the near term?
spk06: We think it'll start tracking back to normal in the near term. Okay. All right. Thank you.
spk01: Thank you. Our next question comes from Gary Taylor of Cohen. Your line is open.
spk02: Hi. Good afternoon. Three questions for me. The first, my recollection was your Colorado revenue exposure was in the ballpark of almost 30% for the for the company is the audit. Is that related to the entire Colorado operation? So if there were some corrective action or whatever, it would apply to that entire revenue base potentially?
spk07: That is correct of Colorado.
spk02: Okay. And then this one for Barb, I think. Of the roughly 10 million of revenue adjustments you called out for the fiscal 4Q, how do we think about the margin contribution from that? Is that just extra revenue that trued up and the bulk of that flowed down through to EBITDA, or is there offsets between the two numbers?
spk06: So the bulk of it, down with the exception, you know, in part of some of the Part D. So the bulk of it slows down. And then the next part of I think the question will be because we did see some increased participant expenses in the fourth quarter above what, slightly above what we expected, we did some more investments in marketing and sales in the fourth quarter. And we had some additional, some slight additional GNA in the fourth quarter. so it all doesn't translate down to the bottom line. And that's really the bridge, the reconciliation of those two.
spk02: Okay. And then last question is, I believe on the de novo losses that you're contemplating for fiscal 22, you called out 10 million expectation. It looks like that's up, you know, a couple million dollars versus sort of, previous expectations, and it looked like from your last press release, this one, the de novo's got pushed out just a little bit in terms of timing. So I don't know if there's maybe too deep in the weeds here, but I don't know if there's anything you can help us with just sort of thinking about why there might be additional de novo costs for the next year, or if maybe you don't agree if I'm looking at the numbers the right way.
spk06: No, I think you are looking at them the right way. You know, a couple things is just really the timing of, I think, the capital expenditures and trying to get those de novos up and running, the capital and the pre-opening losses. And as I also indicated, you know, although, you know, if you look, we also indicate that there's some additional de novos in the pipeline, two additional ones over the next one to two years. And so... there'll be some startup costs related to those as well. So we are trying to accelerate that de novo pipeline. And so some of those costs get pushed up just a bit.
spk01: Okay. Thank you. Thank you. Our last question comes from the line of Sarah James of Barclays. Your question, please. Sarah James, please make sure your line isn't muted, and if you're not a speaker phone, lift your handset. There's no response. I'd like to turn the call back over to Maureen Hewitt for closing remarks.
spk07: Thank you so much, and thank you to everyone who joined the call today. We appreciate your questions. and your commitment to innovation. Look forward to answering any additional questions you might have.
spk01: Thank you. This concludes today's conference call. Thank you for participating. You may now disconnect.
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