Below is an example library of some of the required documents. For a complete list of all documents, please reference the Certification Guidelines or Certification Guidelines Checklist.
If you need an example document not listed below, don't hesitate to contact Michelle Rouse.
Transparency
- Completion of Ethics Training
- Harassment Prevention Training
- Ralph M. Brown Act
- Public Records Requests
- Conflict of Interest Policy
- Fair Political Practices Commission Required Filers
- State Controllers Compensation Report
- Grant Policy
Website Requirements
Please provide links to the following sections of your website.
- District’s mission statement
- Map of District Boundaries
- ACHD’s Definition of a Healthcare District
- Link to ACHD.org
- Trustee, Manager, Staff Contact Information and Board Biographies
- Board Meeting Information
- Enterprise Systems Catalog
- Programs and Services Offered
- Annual Operating Budget
- Financial Audits
- District Election/Vacancy Process
- Link to Healthcare District Authorizing Statute
- Recipients of Grant Funding
- Municipal Services Review
- Link to the State Controllers Financial Report on the District’s website
- AB 1234 Ethics Certificate for all Trustees and Executives
- Reimbursement policy
- Compensation Policy
- Public Records Request Form
- Financial Reserves Policy
- District Bylaws
- Mobile Friendly Website (Link to the District’s homepage)
- Website Transparency (one of the following)
- Annual Utilization Report
- Annual Services Report
- Patient Demographics Report
- Quality Reports
- Annual Report to the Community
- Hospital License
Executive Compensation
State and Local Agency Reporting
Financial Reporting
- Reimbursable Expenses Policy
- Signature Authority Policy
- Annual External Financial Audit
- Request for Public Funds
Best Practices
Please provide at least three of the following:
- Strategic Plan
- Community Messaging
- Community Engagement
- Annual Budget Hearing
- Live or Recorded Board Meetings
- Board Continuing Education
*Please note: not all Certified Healthcare Districts appear above.