New Certification Requirements Checklist

To download a copy of the checklist, click here.


  • Completion of Ethics 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
  • 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

  • Board Policy on Executive Compensation
  • Listing of Executive Positions

State and Local Agency Reporting

  • Recent Municipal Service Review

Financial Reporting

  • Reimbursable Expenses Policy
  • Signature Authority Policy
  • Annual External Financial Audit
  • Request for Public Funds

Best Practices

  • CEO Evaluation
  • Board Self Evaluation
  • Job Descriptions for Officers of the Board

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