Required Documents for Onsite Surveys

Does your facility’s accreditation expire in 2024? Make sure you have the required documentation ready before the due date.

The following documents must be uploaded and submitted with your online application.

  •        All non-ABC certificates and licenses (if applicable)
  •        Legal documentation of ownership (e.g., Articles of Incorporation, IRS tax form)
  •        Business license, business permit or occupancy permit
  •        Copy of surety bond
  •        Your ENTIRE Policy & Procedure Manual
  •        Your ENTIRE Employee Manual
  •        Mission statement

These documents must be submitted within the online application portal NOT via email, fax or regular mail. For larger documents, you can split them into multiple scanned sections or zipped files. We understand that these can be very large files, but your entire P&P manual must be submitted. The submission of partial documents does not meet our requirements. If you have combined some of your documents, such as your policies, procedures and employee manuals into a single document, that is perfectly acceptable.

Surveyors review your uploaded documents prior to conducting your facility’s onsite survey. Being able to review documents in advance makes the survey process more efficient and allows time for the surveyor to provide valuable feedback in person.

You should review and update your manuals every year, and it is essential that you maintain electronic copies of these documents. Your contingency plan should prioritize accessibility to these documents. We strongly recommend having electronic backups or scanned versions readily available, ensuring seamless access when needed.

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