Getting Started

• Sample Community Benefit Orientations — for leaders and front line staff (.ppt) (G)
• Catholic Healthcare West Community Engagement Board Orientation (.pdf) (G)
• Community Benefit Services Inventory Template (.doc) (G)
• "I'm New to Community Benefit: Where Do I Start?" Patsy Matheny, Health Progress, September-October 2007

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Building a Sustainable Infrastructure

• Achieving Accountability: A Proactive Process for Academic Medical Centers, Association of American Medical Colleges, 2005
• Advancing the State of the Art in Community Benefit: A User's Guide to Excellence and Accountability, The Public Health Institute, November 2004
• Governance in High-Performing Community Health Systems, W.K Kellogg Foundation, 2009
• The Mission Imperative of Community Benefit card
• Poverty in America, Catholic Campaign for Human Development, part of the United States Conference of Catholic Bishops
• Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations, Independent Sector, October 2007

Policies

• Checklist for Hospital Policies and Practices (.doc) (G)
• Community Benefit Policies
• Hospital Billing and Collection Practices: Statement of Principles and Guidelines by the Board of Trustees of the American Hospital Association, American Hospital Association
• Patient Friendly Billing® project, a nationwide initiative to make financial communications to patients clear, concise and correct
• Sample Charity Care/Financial Assistance Policies
• Voluntary Principles and Guidelines for Assisting Low-Income Uninsured Patients, California Hospital Association, 2004

Partnerships

• A Guide for Community Activists, The Access Project (.pdf)
• Ministering Together: A Step-by-Step Guide for Collaboration with Catholic and other Community Partners, CHA, 2003. (.pdf)
• Factors Influencing the Success of Collaboration, Bridges Out of Poverty: Strategies for Professionals and Communities (.pdf)

Staffing

• Position Description Examples (G)
• Sample Community Benefit Orientations — for leaders and front line staff (.ppt) (G)

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Planning for Community Benefit

Assessment — Planning/Models

• ACHI Community Health Assessment Toolkit, ACHI
• Building Communities From the Inside Out: A Path Toward Finding and Mobilizing A Community's Assets, John P. Kretzman and John L. McKnight, Center for Urban Affairs and Policy Research, Neighborhood Innovations Network, Northwestern University, Evanston, Ill., 1993
• Checklist for Community Stakeholder Involvement (.doc)
• Community Health Assessment: A Process for Positive Change, 1993, VHA Inc.
• Community Toolbox, Work Group for Community Health and Development, University of Kansas
• Family Health Outcomes Project, University of California, San Francisco
• MAPP Framework, National Association of County and City Health Officials
• Trinity Health Community Needs Assessment Guide (.pdf)
• Catholic Healthcare West — Guidelines for Community Health Assessment (.pdf)
• Texas Health Resources — Community Needs Assessment Manual (.pdf)

Assessment — Data Sources

• ACHI — Data, Statistics & Indicators Resources
• America's Health Rankings
  
• Census Data
  • State and County Quickfacts
  • American Factfinder
• Community Need Index ™
• County Health Rankings — a collection of 50 reports — one per state — that ranks all counties within each state on their overall health.
• Medically Underserved Areas/Populations, U.S. Department of Health and Human Services, Health Resources and Services Administration
• National Center for Health Statistics online, Centers for Disease Control and Prevention
• State Snapshots, Agency for Healthcare Research and Quality
• Thomson Reuters

Assessment — Indicators

• Ambulatory Care Sensitive (ACS) Conditions information online, Agency for Healthcare Research and Quality (.pdf)
• Community Health Status Indicators Project online, U.S. Department of Health and Human Services
• Health Indicators Warehouse, National Center for Health Statistics
• Indicator Selection Tool (.pdf)
• Kids Count: Indicators of Child Well-Being, Annie E. Casey Foundation
• National Neighborhood Indicators Partnership, Urban Institute
• Prevention Quality Indicators, Agency for Healthcare Research and Quality
• State Health Facts, Henry J. Kaiser Family Foundation

Assessment — Collecting Community Input

• Community Engagement website, Minnesota Department of Health
• Community Assessment Guide Book, North Carolina Department of Health and Human Services
• Community Toolbox, Part B. Chapter 3

Assessment — Priority-Setting

• ASACB Community Benefit Priority Setting (.doc)
• Priority Health Issues — Scoring by Criteria, Presbyterian Intercommunity Hospital (.doc)
• Priority Health Issues — Scoring by Value/Probability Grid, Presbyterian Intercommunity Hospital (.doc)
• Setting Priorities: Linking Assessment to Planning webinar
  • View webinar recording  (member access required)
  • View PowerPoint

Assessment — Communication/Reporting

• Sample Needs Assessment — Sonoma County 2008-2011 (.pdf)
• Community Health Care Access Assessment Report — Report prepared for Via Christi Health System to help develop a plan to address access to health care for un- and underinsured persons in the Wichita Metropolitan Statistical Area (.pdf)
• Model Community Health Needs Assessment and Implementation Strategy Summaries, CHA, 2012
• St. Mary Medical Center — The Key to a Healthy Community (.pdf)
• Providence Health & Services — Northwest Washington Service Area
  • 2010 Community Needs Assessment and Plan (.pdf)
  • Summary of 2010 Assessment and Plan (.pdf)

Community Benefit Plan/Implementation Strategy

• Compendium of Proven Community-Based Prevention Programs, New York Academy of Medicine & Trust for America's Health
• Consensus Statement on Quality in the Public Health System
• Intervention MICA (Missouri Information for Community Assessment)
• National Registry of Evidence-Based Programs and Practices, Substance Abuse and Mental Health Services Administration
• National Prevention Strategy, National Prevention, Health Promotion and Public Health Council, Office of the Surgeon General (.pdf)
• Prevention for a Healthier America: Trust for America's Health ROI report with state-specific information
• Priority Areas for Improvement of Public Health Quality, U.S. Department of Health and Human Services
• Sample Community Benefit Plan — St. Joseph Health System–Sonoma County (.pdf)
• Seton Healthcare Network's Application of Ascension Health's 5 Steps to 100% Access^© (.pdf)

Program Planning

• Community Benefit Toolkit, American Health Lawyers Association
• Community Benefit Program Planning Form (.doc) (G)
• The Guide to Community Preventive Services, Centers for Disease Control and Prevention
• Planning, Implementing, and Evaluating Health Promotion Programs: A Primer (4th Edition), by James F. McKenzie, Brad L. Neiger and Jan L. Smeltzer, Benjamin Cummings Publisher, 2004.
• Preventing Chronic Disease (PCD) — an electronic journal that shares public health study results and practical experience.

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Planning for Community Benefit (Cont'd)

Community Relationships/Partnerships

• Collaboration for a Change, Definitions, Decision-Making Models, Roles and Collaboration Process Guide (revised January 2002)
• Mobilizing for Action through Planning and Partnerships (MAPP) Resources
  • MAPP Framework, National Association of County and City Health Officials
  • Will County MAPP Planning Committee — Charter (.doc)
  • Will County MAPP Steering Committee — Letter of Commitment (.doc)
  • Core Indicator List (.pdf)
• "Vision for a Healthy and Vibrant Community," Northern Kentucky Independent District Health Department (.pdf)

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Determining What Counts as Community Benefit

• Is It Community Benefit? (.pdf)
• Examples of What Counts as Community Benefit (.pdf)
• Guidance for Determining Whether to Report a Program or Activity as Community Health Improvement or Community Building (.doc)
• Guidelines for Reporting Environmental Improvement As Community Benefit and Community Building on IRS Form 990, Schedule H (.doc)
  
• Information on federal and state tax exemption requirements
• Instructions for IRS Form 990, Schedule H
• Foundation-Related Issues on the IRS Form 990, Schedule H document (.pdf)
• Reference I — Community Benefit Categories (.pdf) (G)
• Reference II — Community Benefit Categories – Long-Term Care (.pdf) (G)
• "Valuation and Financial Statement Presentation of Charity Service and Bad Debt by Institutional Healthcare Providers," Principles and Practices (P&P Board) Statement No. 15
• "What Counts? An Ongoing Question," Health Progress, March-April 2007, Natalie Dean; N. Carr Robertson, MPH; & Julie Trocchio (2007)
• What Counts and What Counts Hot Line Q&A on CHA website (G)

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Accounting for Community Benefit

• Accounting Worksheets (.xls) (Please note that this Excel spreadsheet has several worksheets. Maximize the document to see all the worksheet tabs.) (G)
• Hospital Billing and Collection Practices, American Hospital Association
• Hospitals Share Insights to Improve Financial Policies for Uninsured and Underinsured Patients, a report from the Patient Friendly Billing™ project
• IRS Form 990, Schedule H and Instructions (G)
  • IRS 990, Schedule H form (.pdf)
  • IRS 990, Schedule H Instructions and Worksheets (.pdf)
• Voluntary Principles and Guidelines and Assisting Low-Income Uninsured Persons, The California Hospital Association, 2004
• Establishing the Value of Tax Exempt Status (.pdf)
• Supplementary Information (.pdf) — from CHA's A Guide for Planning and Reporting Community Benefit — Includes information on what is a grant, developing indirect cost rates, how related organizations should report community benefit and HFMA's Principles and Practices Board Statement 15 (G)

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Evaluating the Community Benefit Program

• Online Resources for Evaluating Community Benefit Programs
• Evaluating Community Initiatives for Health and Development, Stephen B. Fawcett et al., and Evaluating Health Promotion Approaches, I. Rootman et al., World Health Organization-Europe, Copenhagen (in press).
• Evidence-based Public Health, Ross C. Brownson, Elizabeth A. Baker, Terry L. Leet, Kathleen Gillespie, Oxford University Press, 2003.
• Framework for Program Evaluation in Public Health, Centers for Disease Control and Prevention, MMWR, 48 (no. RR-11), 1999
• Handbook of Practical Program Evaluation, Second Edition, Joseph S. Whorley, Kathryn E.Haatry, editors, Jossey-Bass Wiley Imprint, 2004.
• Introduction to Program Evaluation for Public Health Programs: A Self-study Guide, U.S. Department of Health and Human Services, Centers for Disease Control and Prevention, Office of the Director, Office of Strategy and Innovation, 2005.
• Key Steps in Outcome Management: Series on Outcome Management for Nonprofit Organizations, Urban Institute, 2003
• Level Best: How Small and Grassroots Nonprofits Can Tackle Evaluation and Talk Results, Marcia Festen and Marianne Philbin, John Wiley and Sons, Inc., 2007
• The Practice of Health Program Evaluation, David Grembowski, Sage Publications Inc., 2001.
• Measuring Program Outcomes: A Practical Approach, United Way of America, 1996
• Organization's Community Benefit Approach/Strategy Assessment (.doc) (G)
• Organization's Community Benefit Approach/Strategy Assessment (for Long-Term Care Organizations) (.doc) (G)
• Planning, Implementing, and Evaluating Health Promotion Programs: A Primer (4th Edition), by James F. McKenzie, Brad L. Neiger and Jan L. Smeltzer, Benjamin Cummings Publisher, 2004.

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Communications: Telling the Community Benefit Story

• Catholic health care system community benefit reports
• Communications Resources (.doc) — Includes Narrative vs. Quantitative Reporting Chart, Leadership Journal Definitions and Form and Sample Media Tools (G)
• Communications Toolkit, W.K. Kellogg Foundation
• "Know Your Audience," The Total Communicator, Volume II, Issue 4, Fall 2004
• The Mission Imperative of Community Benefit card
• "More Than Just Numbers," Timothy Eckels, Health Progress, September-October 2008
• Sample USA TODAY May 8 ad (.pdf)
• Shared Statement of Catholic Identity
• Successful Communication Strategies, Plans and Tools
• Suggested Messages and Themes Validated through Research

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Social Accountability and the Long-Term Care Continuum

• A 60-Minute Guide to Social Accountability Planning for the Busy Aging Services Organization Manager, Leading Age™ (formerly AAHSA)
• Evaluating the Community Benefit Program for Long-Term Care Organizations (.doc)
• Reference II — Community Benefit Categories for Homes and Services for the Aging (.pdf) (G)
• Social Accountability Program: The Community Benefit Tradition of Not-for-Profit Homes and Services for the Aging, Leading Age™ (formerly AAHSA) (.pdf)

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Articles from CHA Publications

• Catholic Health World
• Health Progress

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Articles of Interest

• New Report Finds Obesity Epidemic Increases, Mississippi Weighs in as Heaviest State
• Obesity-Related Hospitalizations For Children And Youth Nearly Doubled Between 1999 And 2005

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