The Basics

While the previous standard requires that you have criteria for selecting delegates, this standard requires that you go through a process for applying those criteria to candidates for delegation to make sure that the candidates have the capacity, policies, and procedures necessary to perform the functions that you wish to delegate to them.

Management Tips

In addition to the documentation processes discussed in connection with the previous standard, make sure that you also have documentation that demonstrates that you have reviewed the delegation candidates' policies and procedures and anything else that would help you to assess whether the contractor has the capacity to perform the duties you wish to delegate.

This standard does not apply to contractors who are URAC-accredited for the functions you delegate to them.

URAC Accreditation Tips

Both elements of this standard are weighted 3.

As was the case with the previous standard, you should submit both policies and procedures that describe the pre-delegation screening process and any tools, such as audit sheets, that you use an implementation of that process.

During the on-site review, again, the focus will be on a review of the delegation binders and interviews of those charged with delegation oversight.