The templates linked below should only be utilized for r2 and i1 assessments that do not utilize webforms. r2 and i1 assessments utilizing webforms should complete these documents within MyCSF. See HAA 2021-009 MyCSF Enhancements - Webforms for more information. Not used on e1 assessments.
Representation Letter

The Representation Letter must be printed and signed on your Company's Letter Head. Its completion is mandatory for all Assessments that are submitted to HITRUST.

Validated Report Agreement

The Validated Report Agreement must be executed by the Assessed Entity. Its completion is mandatory for all Validated Assessments that are submitted to HITRUST.

Organizational Overview and Scope

The Organizational Overview and Scope must be provided by the Assessor Organization. Its completion is mandatory for all Validated Assessments that are submitted to HITRUST.

HITRUST Assessor QA Checklist

A quality checklist which must be signed by members of the Authorized HITRUST External Assessor team and must accompany validated assessment submissions. This checklist is designed to help ensure the consistency and quality of HITRUST validated assessments and resulting reports.