Establishing secure connection…Loading editor…Preparing document…

Human Care Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

HUMAN CARE AGREEMENT CONTRACTOR QUALIFICATIONS RECORD

Government of the District of Columbia

Department on Disability Services

STATUTORY AND REGULATORY AUTHORITY

The Procurement Practices Human Care Agreement Amendment Act of 2000 (D.C. Law 13-155) authorizes the District of Columbia Chief Procurement Officer, or his or her designee, to award human care agreements for the procurement of social, health, human, and education services directly to individuals in the District. The Human Care Agreement Contractor Qualifications Record (CQR) is an application package that will facilitate the process of pre-qualifying contractors for a human care agreement with the District of Columbia in accordance with D.C. Law 13-155 and Chapter 19, 27 DC Municipal Regulations.

GENERAL INSTRUCTIONS

1. Please read and complete each section of the Human Care Agreement Contractor Qualifications Record form. All information must be completed in the spaces provided, or marked “N/A.”

2. An original signature must be provided in those sections where a signature is required. Copies or a stamped signature is not acceptable.

3. Incorporated by reference in the package that will be provided to you are the “Standard Contract Provisions for Use with District of Columbia Government Supply and Services Contracts,” dated March 2007.

4. Also included in the package will be forms required by the Department of Small and Local Business Development. You must complete those forms and return them with your package to make it complete and for you to be considered for a Human Care Agreement.

5. You may use Section VIII, the “Remarks Section”, on page 6, to provide additional information or to expand on information that is provided in response to the request for information.

6. Please include and attach all information, documentation, and data as instructed and required.

7. In those instances where check boxes are provided, please check only the box or boxes which apply.

CHECKLIST

Did you include your Taxpayer Identification Number?

Did you attach a copy of your most recent Financial Statement?

Did you attach the information required in Section III, Disclosure Information, on page 2?

Did you attach a copy of all licenses and certifications, including any specialty certifications?

Did you list all personnel critical to the performance of your Organization in Section VII?

Are you providing a facility? Then, did you attach a copy of the Certificate of Occupancy for each facility?

Did you attach a Certificate of Good Standing, if applicable?

Did you attach a copy of your LSDBE certification, if applicable?

Did you attach or include your salary history, if applicable?

FREQUENTLY ASKED QUESTIONS

Can I fax my application for processing? No. Contractor Qualifications Records must contain original, not copied signatures.

Is this form available electronically? Yes, the Contractor Qualification Record (CQR) is available on the DDS website.

Who or what is an Individual? The term “individual” means a human person who may be licensed, certified, or otherwise authorized or qualified to perform or provide specific human care services.

Who or what is an Organization? The term “organization” means an entity other than an individual that is licensed, certified, or otherwise authorized, or qualified, to provide or perform human care services in the normal course of business.

SECTION I – GENERAL INFORMATION

1. Name of Individual/Organization:

2. Type of Organization:

a. Name:

b. Title:

c. Physical Street Address:

d. City, State & Zip Code:

e. Office Phone:

f. Office Facsimile No.:

g. E-Mail:

5. Social Sec. / Taxpayer ID No.:

6. DUN & Bradstreet No.:

Date of Filing:

SECTION II – FINANCIAL RESPONSIBILITY INFORMATION

1. Name and Address of Accountant:

2. Name and Address of Financial Institution:

3. Name and Title of Contact Person:

4. Name and Title of Contact Person:

5. Telephone No.:

6. Fax No.:

7. Telephone No.:

8. Fax No.:

9. Date of Attached Financial Statement:

10. Do You/Organization Owe Any Outstanding District/Federal Taxes?
District Taxes: NO YES    Federal Taxes: NO YES

11. Medicaid – Medicare Information
a. Certified Medicaid Provider? YES NO Medicaid Number: Date:
b. Certified Medicare Provider? YES NO Medicare Number: Date:

SECTION III – DISCLOSURE INFORMATION

Please answer all questions below. If yes to any questions below, please explain fully in REMARKS SECTION, or attach a separate statement.

1. Debarred, suspended or sanctioned? YES NO

2. License currently suspended or restricted? YES NO

3. Criminal conviction in the past 10 years? YES NO

4. Judgments, civil lawsuits, or investigations? YES NO

5. Outstanding criminal fines, restitution, or overpayments? YES NO

6. Related by blood or marriage to a District government employee? YES NO

SECTION IV – ORGANIZATION HISTORY, BACKGROUND AND EXPERIENCE

1. List All Contracts With the District Government Within the Past Five (5) Years:

2. List All Contracts With Other Governments or Private Institutions Within the Past Five (5) Years:

3. If Applying As An Individual, List Your Employment/Work History for the past five (5) years:

4. List At Least Five (5) References Familiar With Service Delivery:

Are you a United States citizen? YES NO

Are you a permanent resident? YES NO

If you are not a citizen, can you provide and submit verification of your legal right to work in the United States? YES NO

SECTION V – EDUCATION, CREDENTIALS AND LICENSURE

1. Please list all colleges/universities/professional institutions attended:

2. Please list all professional certifications and licenses:

3. Please list all specialty certifications and licenses:

Have you or any member of the organization ever had any license, certification or credential revoked or suspended? YES NO

5. Please list any hospital affiliations or privileges below:

Have you or any member of the organization ever had any hospital privileges revoked, for any reason? YES NO

SECTION VI – SERVICE DATA AND INFORMATION

1. General Service Categories:

Education (EDS) Special Education (SED) Health (HTH) Human Services (HUM)

Mental Health (MEN) Psychology (PSY) Social Services (SOC) Youth/Juvenile Justice (JUV)

2. Populations:

3. Setting Codes:

4. Specific Service Categories:

5. Licensure and Certification Categories:

6. Language Skills:

SECTION VII – PERSONNEL CRITICAL TO ORGANIZATION PERFORMANCE

SECTION VIII – REMARKS SECTION

SECTION IX – CERTIFICATIONS AND INCORPORATIONS BY REFERENCE

1. Drug-Free Workplace Certification:

I/We, of hereby certify compliance.

Name (Print)

Title

Signature

Date

2. Standard Contract Provisions for Use with District of Columbia Supply and Services Contracts:

I/We, of agree to be bound by the provisions.

Name (Print)

Title

Signature

Date

3. Information Consent:

I/We, of hereby consent to the District obtaining additional information as needed.

Name (Print)

Title

Signature

Date

SECTION XI – TAX CERTIFICATION AFFIDAVIT

Tax Certification: Please provide certification that you or the organization is in tax compliance in the District of Columbia.

Name of Individual/Organization:

Federal Tax Identification or Social Security No.:

DUNS No.:

Office of Tax and Revenue Registration No.:

Unemployment Insurance Account No.:

Principal Officers of Corporation:

I / We, hereby certify that:

1. I / We have complied with applicable tax filing and licensing requirements of the District of Columbia.

2. Tax compliance for the past five (5) years: use the checkboxes below for each tax type.

3. If not current, are you in compliance with a payment agreement with the Office of Tax and Revenue? YES NO

4. If no outstanding liabilities exist, attach copies of supporting forms and cancelled checks as required.

Signature

Title

Subscribed and sworn before me on this day of , .

Notary Public:

My Commission Expires on:

SECTION XII – AFFIDAVIT AS TO ACCURATENESS AND TRUTHFULNESS

I, of being duly sworn on oath, certify that I am authorized to sign this document and that all the information contained in this Human Care Agreement Contractor Qualifications Record is complete, true and accurate.

Signature

Title

Subscribed and sworn before me on this day of , .

Notary Public:

My Commission Expires on:

Enter text✕

What a Human Care Agreement Covers

A Human Care Agreement is a written contract that documents services and responsibilities between a care provider (individual or agency) and a care recipient or authorized representative. It defines scope of care, schedules, compensation, emergency procedures, confidentiality, and termination terms. In clinical contexts it frequently includes privacy language and data-handling practices compatible with HIPAA. Where permitted, the agreement may be executed electronically under the ESIGN Act and state UETA statutes; some jurisdictions or substituted-decision arrangements may still require notarization or witnesses for certain authorities or power-of-attorney functions.

Why a Clear Human Care Agreement Matters

A written agreement reduces misunderstandings, allocates liability, and documents expectations for care, payment, and confidentiality. Properly executed agreements support billing, insurance claims, and enforcement, and can be signed electronically under ESIGN/UETA when legal requirements are met.

Why a Clear Human Care Agreement Matters

Typical Organizations and People Who Use This Agreement

The Human Care Agreement is used by a range of parties who coordinate or receive personal care services.

  • Home health agencies — formalize recurring care, scheduling, billing coordination, and caregiver obligations with standard templates.
  • Family members and authorized representatives — set responsibilities when a durable power of attorney or guardianship exists.
  • Independent caregivers and aides — document hourly rates, duties, travel expectations, and termination notice for private arrangements.

Choosing the right signatories and document scope depends on services, payer requirements, and any substituted-decision arrangement.

Who Can Sign and Authorize Care

Primary Caregiver

Individual caregiver or agency representative who provides hands-on services and signs to accept duties. The signature confirms the caregiver agrees to scope, schedule, payment terms, and any confidentiality provisions; for agencies, an authorized officer should sign and print title.

Authorized Representative

Person with legal authority to act for the recipient (guardian, durable power of attorney, or healthcare proxy). When signing, include proof of authority, date of appointment, and consider notarization when the representative exercises statutory powers.

Core Sections to Include in a Professional Human Care Agreement

A complete agreement maps rights and obligations across six core areas; include clear, objective language and attach supporting exhibits when needed.

Parties

Identify the care recipient, any authorized representative, the individual caregiver or agency, and include legal entity names, addresses, and contact information to avoid later identity disputes.

Scope of Care

Describe specific tasks, limitations, clinical or nonclinical services, medication assistance, and excluded activities so duties are enforceable and measurable during audits or insurance review.

Schedule & Duties

State hours, on-call expectations, shift handoffs, and response times. Include procedures for missed shifts, substitution rules, and how overtime or travel time will be compensated.

Compensation & Billing

Specify rates, invoicing cadence, accepted payment methods, payer responsibilities, and any contingency for Medicaid, Medicare, or private insurance coordination.

Confidentiality & HIPAA

Include privacy obligations, permitted disclosures, data-handling standards, and note that a Business Associate Agreement may be required when PHI is exchanged.

Termination & Disputes

State notice requirements, immediate-termination causes, dispute-resolution methods (mediation/arbitration options), and governing law for contract interpretation.

Step-by-Step: Completing a Human Care Agreement

Follow these sequential steps to prepare, review, and finalize the agreement with all required signatures and evidence.

  • 01
    Draft Terms: Define parties, services, schedule, and compensation clearly.
  • 02
    Attach Supporting Docs: Include IDs, POA, medical authorizations, or BAA where needed.
  • 03
    Review with Parties: Confirm understanding and capacity before signatures.
  • 04
    Execute Signatures: Collect all signatures, dates, and notarization if required.

Configure an Online Workflow for the Agreement

When completing the agreement online, configure authentication, conditional fields, reminders, and retention to match legal and business needs.

Field Configuration
Authentication Email link, SMS code, or stronger ID verification
Conditional Fields Show POA fields only when representative selected
Reminders Set automatic reminders for unsigned signers
Record Storage Secure PDF archive with access controls

Digital Signing, Formats, and Integrations

Choose a signing platform that supports required formats, integrations, and authentication methods.

  • File Formats: PDF, DOCX, and fillable forms supported
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Authentication: Email link, SMS code, KBA, or SSO available

Ensure the selected platform provides an audit trail, tamper-evident signed files, and any required compliance addenda for PHI handling.

Typical Submission and Filing Flow

A standardized routing process helps ensure all parties sign, records are stored securely, and any notarization requirements are met.

  • Upload Document: Prepare final PDF and attach supporting documents.
  • Assign Signers: Enter emails and role order for signing sequence.
  • Sign and Authenticate: Signers authenticate and apply signatures electronically.
  • Store & Distribute: Save signed copy, send distribution copies to parties.

Key Timing, Notice, and Review Expectations

Set clear internal deadlines for review, renewal, termination notice, and periodic clinical or privacy reassessments to reduce disputes.

Effective Date:

Date entered as MM/DD/YYYY when obligations begin.

Initial Review:

Recommend review within 30 days of service start.

Renewal Reminder:

Trigger renewal discussion 30–60 days before term end.

Termination Notice:

Default 30-day notice recommended unless urgent cause.

HIPAA Authorization Renewal:

Review clinical authorizations annually when PHI involved.

Common Preparation Mistakes to Avoid

  • Using vague service descriptions such as 'assist as needed' leads to disputes; specify tasks, frequency, and measurable outcomes to prevent disagreements and billing issues.
  • Failing to confirm representative authority before signing can invalidate the agreement; always attach POA documentation and check dates of appointment when applicable.
  • Skipping privacy language or a Business Associate Agreement when PHI is shared increases compliance risk under HIPAA and can complicate audits or breach responses.
  • Relying on unsigned or initial-only acceptance for major obligations can cause enforceability issues; require full signatures and date stamps for every primary party.

Material Risks and Penalties of an Incorrect Agreement

Contract Void Risk: Ambiguity may lead to unenforceability
HIPAA Breach: Civil penalties and corrective action possible
Tax Misclassification: Incorrect worker classification risks IRS action
Notarization Omitted: May impair representative authority recognition
Insurance Denial: Insufficient documentation can block claims
Signature Dispute: Attribution failures undermine enforceability

eSignature Vendor Comparison for Executing Human Care Agreements

High-level feature and pricing comparison. signNow is listed first; verify vendor plans for specific enterprise features and compliance add-ons.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial Varies Varies Varies Varies
Bulk Send Yes (Premium tier) Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Real-World Example Uses

Two anonymized examples show how organizations adapt a Human Care Agreement to clinical and nonclinical settings.

Fertility Centers of Illinois

A clinical practice used a standardized care agreement to set out responsibilities and privacy handling.

  • The provider emphasized secure handling of PHI.
  • The signed agreement, paired with a privacy addendum and retained audit trail, streamlined patient intake and billing while documenting consent for treatment and data sharing.

Martin Properties

A private caregiver arrangement formalized in a written agreement clarified shift duties and payment terms.

  • The homeowner required mobile signing capabilities.
  • Having a signed, dated agreement with payment schedule and emergency contacts reduced billing disputes and provided clear instructions for substitute caregivers and family contacts.

Frequently Asked Questions About Human Care Agreements

Answers to common legal, execution, and retention questions when preparing or signing a Human Care Agreement.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users