Palm Beach County Nonprofit Agency Certification Initiative FYIMIAMI September 27, 2005 - PowerPoint PPT Presentation
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Palm Beach County Nonprofit Agency Certification Initiative FYIMIAMI September 27, 2005
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Title: Palm Beach County Nonprofit Agency Certification Initiative FYIMIAMI September 27, 2005
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Palm Beach County Nonprofit AgencyCertificatio
n InitiativeFYI-MIAMISeptember 27, 2005
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Mission Statement
- Promoting quality
- and accountability in the nonprofit sector
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Primary Goal
- To strengthen the administrative capacity of
nonprofit agencies in Palm Beach County and
promote best practices in nonprofit
administration by - creating a unified set of administrative
standards for certification that nonprofit
agencies meet core requirements of public and
private funders and - streamlining the administrative review process to
reduce the administrative burden on nonprofit
agencies and funders
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Community Partners
- Allegany Franciscan Ministries Foundation
- Area Agency on Aging
- Childrens Services Council
- Community Foundation for Palm Beach and Martin
Counties - Lost Tree Charitable Foundation
- Palm Healthcare Foundation
- Palm Beach Community Chest
- Palm Beach County Board of County Commissioners
- Prime Time of Palm Beach County
- United Way of Palm Beach County
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Guiding Principles
- A shared commitment to establishment of minimum
administrative standards (and promotion of best
practices for nonprofit agency management in Palm
Beach County - Promoting partnerships across funders to provide
technical assistance, training and other
management supports to build organizational
capacity of nonprofit agencies and reduce the
administrative burden on nonprofits in Palm Beach
County - Capacity building is essential to the success of
the certification process
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Major Stakeholders Target Audiences for the
Agency Certification Initiative
- Nonprofit Agencies
- Public and Private Funders
- Private Philanthropists/Donors
- Business Community
- Public at Large
- IRS (Due to pending changes in Federal rules to
increase accountability standards for 501c3
agencies)
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Overview of the Certification Assessment Tool
- Administration and Governance
- (Corporate Book, Board Meetings, Minutes,
Resolutions, Agency Policies) - Human Resources Personnel and Volunteers
- Fiscal Management
- (Policies and Procedures, Board Oversight,
Banking, Journals and Ledgers, Budget, Accounts
Payable and Receivable, Petty Cash, Procurement,
In-Kind Contributions, Travel Expenses, Property,
Sub-Contractors, Insurance, Credit Card, Cash
Reserves) - Client Services (for Agencies that provide direct
client services)
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Three Levels of Nonprofit Agency Certification
- Mandatory Minimum Standards for Certification
must be met (Pass/Fail) - Best Practices in nonprofit administrationhighly
recommended, but not required for certification - Nationally Accredited COA, CARF, JCAHO, Maryland
Nonprofits-Standards of Excellence
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5-Step Certification Process
- Self-Assessment of Compliance with Certification
Standards and Best Practices - On-Site Review Process conducted by retired
Nonprofit Agency Executives and business
community representatives - Preliminary Certification Assessment Report the
Agencys 10-Day Response Period - Organization Improvement Plans (which may call
for technical assistance, training or
consultation) to help agencies achieve
certification status over a six-eighteen month
period. - Authorization to Release Information
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Accomplishments to Date
- Development of a Steering Committee with nine
funders participating a Governing Board composed
of the four major funders and a Community
Stakeholders Advisory Council comprised of eight
highly respected community leaders - Development of the Certification Assessment Tool
(CAT) with agreed upon minimum administrative
standards for all nonprofits and a Handbook for
Nonprofit Agencies use - Completion of Focus Groups to obtain input from
nonprofit agencies about certification standards
and the review process, and a Pilot Test of the
draft CAT in eight diverse nonprofits - Development of Executive Volunteer Corps
comprised of retired nonprofit agency executives
and business community representatives to conduct
the on-site reviews - Preliminary Inventory of Nonprofit Agencies
Technical Assistance Needs and Expansion of
Training and TA Resources (Underway)
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Executive Volunteer Corps
- Retired nonprofit agency executives (Executive
Directors/CEOs, Chief Financial Officers, Program
and Grants Administrators) - Finance and Human Resource managers from the FOR
profit sector - Other volunteers with experience in Disaster
Preparedness/Recovery or Volunteer Services - Volunteers are screened for any potential
conflict of interest - Nonprofit agencies also have the opportunity to
see the list of panelist, and can screen out up
to 2 panelists
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Inventory of Training and Technical Assistance
Needs
- The Governing Board of ACI is working with other
Community Partners and nonprofit Agencies
involved in the certification process to identify
training and TA resources nonprofits may need to
achieve certification status, and build their
administrative capacity, including - Self-study materials
- Small group skills-building sessions and
workshops - One on one consulting services
- Management support services for nonprofits (MSO)
that want to purchase back-office services,
such as Finance, Human Resources, Risk Management - Partnership with Maryland Nonprofits Standards
for Excellence program
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Brief Overview of Grantee Handbook
- Section IStep by Step Instructions for
Conducting Your Agencys Self-Assessment - Sections II-V Detailed How To guidance for
organizing your Agencys documentation for each
section of the Certification Assessment Tool
(still a work in progress) - Appendices Hard copy of the CAT, Checklists for
required forms and attachments, in addition to
other resources that can help your Agency prepare
your Self-Assessment
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Feedback/Discussion
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