Policies, Procedures, Forms & Guidelines

Guidelines for service providers and system of care to make programmatic and / or budget changes to an existing certified contract or request a contract negotiation.

Complete a Contract Change Request (CCR) form when you want to modify your contract during the fiscal year.

Learn the meaning of an Original Contract vs an Amendment vs a Revision to Program Budget (RPB), and many other terms, such as an Initial Payment, encumbrance, etc.   

Required language to use when completing your agency's Appendix A program narrative goal statement and target population section

The Controller's Office policy to City departments and nonprofit service providers to help ensure continuity of payment in the event of disruptions related to COVID-19.

This policy explains the cap on DPH's Fringe Benefit rate and how to request an increase that exceeds the maximum percentage allowed. 

Use this form to request authorization to increase your agency's Fringe Benefit (FB) rate.   To learn how to complete this form refer to the FB policy and guidelines.

Key Principals of Cost Allowability: In accordance with federal standards per the OMB, these guidelines indicate which direct and indirect costs are allowable to include within City contracts and grants, whether they may be explicitly allowable as a direct or indirect expense, and which types of costs are explicitly unallowable across all City contracts. Updated:

The purpose of this policy is to establish a cap on the indirect cost rate charged to DPH funded contractors.  

This policy outlines the requirements a DPH contractor must follow when a subcontractor or consultant is hired to perform a specific task as part of the overall project.  In order for the subcontractor or consultant to get paid for services provided to the project, the originating general contractor must provide a copy of the agreements between the vendor and the subcontractor or consultant and contain specific language that is outlined in DPH subcontractor policy. 

How to invoice for contracted services with the Department of Public Health

A resource to help you better understand DPH’s contract invoicing process. 

The IVR form only authorizes an invoice payment for overspending in the last month of the fiscal year or at the end of the funding term.  Review the IVR instructions for more detail information.  

For any BHS invoices submitted after 10/10/2025, providers must complete the attached Invoice Deadline Extension Request Form and provide an estimated submission date and justification for the late submission. Providers should send the form directly to their SOC Program Manager and the Revenue Cycle Director, Matthew Sur, for their review and approval. When providers are ready to submit their invoices, they will need to send the approved Invoice Deadline Extension Request Form to their Invoice Analyst along with their invoices.

Instructions on when and how to complete and submit an IVR form to get approval when you have overspent and exceed an expense category within your budget.

If you are unsure about which DPH invoice to use, when to use it, and/or how to use it. This document will help you distinguish the difference between the three variations of invoices and provide instructions on completing each template.

Contractors and Partners who receive or have access to health or medical information or electronic health record systems maintained by SFDPH must complete this form with limited exceptions.

This document assists organizations with conduct assessments/audits for data security safeguards and helps to demonstrate and document compliance with your security policies and the requirements of HIPAA/HITECH.

All business partners of SFDPH that are HIPAA Covered Entities must have a formal compliance program and demonstrate integrity in their business practices that meets the Office of Inspector General.

Learn the meaning of an Original Contract vs an Amendment vs a Revision to Program Budget (RPB), and many other terms, such as an Initial Payment, encumbrance, etc.