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Member Resources and Templates

March 2016 OCS CAP Plan Training for CAA Directors

Downloadable below are the training materials that accompanied the March 2016 Office of Community Services (OCS) training on Community Action Plan development:

HR Focus: Wage, Overtime Rule & HR Hot Topic Training

Follow the link below to access training materials from ACAAA’s July 21, 2016, Human Resources training session presented by the attorneys of Wright Lindsey Jennings: https://cloud.wlj.com/index.php/s/AAYYhXMLDFr9rnQ

Materials include “Employment Law Fundamentals,” “LGBTQ and the Law,” “OT Exemption,” and “Social Media 101.”

U.S. Department of Health and Human Services CSBG Information Memoranda

The Office of Community Services, Division of State Assistance, publishes Information Memoranda (IM) for distribution to CSBG program administrators. An Information Memoranda (IM) provides guidance to assist in implementing the CSBG legislation, program instruction and policy clarification, in addition to disseminating information and program practices to stakeholders.

The IM numbering system is chronological. The higher number reflects the most recently release IM. Only relevant IM’s are posted on this web site, therefore the IM’s posted may not be in sequential as out dated IM’s have been removed.

The following Information Memoranda have been released to State CSBG Lead Agencies, State Community Action Associations, CAA Executive Directors and other nonprofit agencies receiving CSBG funds.

http://www.acf.hhs.gov/programs/ocs/resource/csbg-information-memoranda

COE Organizational Standard Tools

Maximum Feasible Participation – Category 1: Consumer Input and Involvement

Category 1 – Consumer Input and Involvement

To download the toolkit, please click here
To view a recording of the webinar, please click here
To download the slides from the webinar, please click here

Maximum Feasible Participation – Category 2: Community Engagement

2.1 – Collaboration Checkup: Assessing and Improving Your Community Partnerships

Click here to download the toolkit.

2.3 – SOCIAL MEDIA 201: ADVOCACY, STORY-TELLING and IMPORTANT REMINDERS

Click here to access the recording

Click here to download the slides

Maximum Feasible Participation – Category 3: Community Assessment

Category 3 – Community Assessment

To download the toolkit, please click here

To view a recording of the webinar, please click here
To download the slides from the webinar, please click here

NEEDS ASSESSMENTS: OPPORTUNITIES FOR COLLABORATION ACROSS MULTIPLE STAKEHOLDERS

Click here to view a recording

Click here to download the slides

ACCESSING COMMUNITY COMMONS AND USING THE COMPREHENSIVE COMMUNITY ACTION NEEDS ASSESSMENT TOOL ENHANCEMENTS

Click here to access the recording

Community Needs Assessment Guide and TDHCA Submission Requirements (DOC) (PDF)

Comprehensive Community Assessment Tools and Resources

Click here for the recording

Vision and Direction – Category 4: Organizational Leadership

ORGANIZATIONAL ASSESSMENT FOR RISK MITIGATION

Click here for the recording

4.1 – NEW MODELS TO ACHIEVE YOUR MISSION:  Strategic Restructuring for your CAA

Click here to download.

4.3 – UTILIZING A STRENGTHS-BASED APPROACH TO IMPLEMENT ROMA THROUGHOUT THE CAA

Download the toolkit here

Documenting 4.3 – Using the ROMA Cycle

Access COE DEVELOPED CSBG ORGANIZATIONAL STANDARDS Documenting Standard 4.3 Here: http://www.communityactionpartnership.com/storage/cap/documents/OSCOE/Toolkits/standard_4.3.pdf

4.5 – PREPARING FOR YOUR COMMUNITY ACTION AGENCY’S FUTURE: SUSTAINABILITY, SUCCESSION AND TRANSITION

Part 1 – Organizational Sustainability Planning
Click here to download.

Part 2 – Executive Succession Planning
Click here to download.

Part 3 – Executive Transition Management
Click here to download.

4.6 – PROCESS FOR INITIATING AND CONDUCTING AN AGENCY-WIDE RISK ASSESSMENT

Webinar 1: recording | slides

Webinar 2: recording | slides

RISK ASSESSMENT TOOLKIT

Click here to view

Vision and Direction – Category 5: Board Governance

Category 5 – Board Governance

To download the toolkit, please click here

To view a recording of the webinar, please click here

To download the slides from the webinar, please click here

“MUST HAVE” FINANCIAL INFORMATION FOR BOARDS AND CEOs

To view a recording of this webinar, please click here

To download the handouts, please click here

CAPLAW

Tripartite Board Tips and Traps

Focus on Community Action Agency (CAA) tripartite board composition and selection. Get answers to questions such as: How many directors should a CAA have? How should directors be selected? Must low-income sector directors be low-income themselves? Can a director send an alternate to a board meeting that he or she cannot attend? How can a CAA get rid of ineffective or troublesome directors? What are the responsibilities of a tripartite board?

Topic: Governance
Format: Audio Conference

Members: FREE! (with your member discount code)
Non-members: $116 • To purchase a recording please email Nasha Foster at nasha.foster@caplaw.org

 

CSBG Training Tools for Nonprofit Boards: Governance
Self training toolkit for boards to teach themselves about tripartite board requirements.

5.6 DEVELOPING AND MANAGING A CONFLICT OF INTEREST POLICY

Click here to view a recording

Click here to download the slides

ESSENTIAL TIPS FOR DEVELOPING WHISTLEBLOWER POLICIES

Click here to view a recording

Click here to download the slide

Vision and Direction – Category 6: Strategic Planning

Category 6 – Strategic Planning

To view a recording of the webinar, please click here

To download the slides from the webinar, please click here

STRATEGIC PLANNING: THE BASIC ELEMENTS OF DEVELOPING AN ORGANIZATIONAL STRATEGIC PLAN

Click here for the recording

Operations and Accountability – Category 7: Human Resource Management

Category 7 – Human Resource Management

To view a recording of the webinar, please click here

To download the slides from the webinar, please click here

7.9 ARE WE RESULTS ORIENTED?

View the recording of this webinar here

Operations and Accountability – Category 8: Financial Operations and Oversight

Category 8 – Financial Operations and Oversight

To view a recording of the webinar, please click here

To download the slides from the webinar, please click here

Fiscal Fundamentals for Executive Directors

Download this guide here

8.12 Cost Allocation and Super Circular Update

Click here for the recording

COST ALLOCATION: Red Flags and Remedies

Click here to download

CAPLAW

Does Our CAA Effectively Estimate and Reconcile Indirect Costs?

(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on March 4, 2015

In this webinar we will considered the impact of over- or underestimating an indirect cost rate. We discussed what reporting and reconciliations are required under the Uniform Guidance for those CAAs that wish to request a four year extension of their current rate. We also explored the benefits and downsides of extending your current rate.

Topic: Financial Management
Format: Webinar

Download Recording | View PowerPoint

 

What is the Best Option for Calculating Our CAA’s Indirect Cost Rate?

(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 25, 2015

The Uniform Guidance continues the options for submitting proposals for federal indirect cost rates that were previously included in OMB Circular A-122. Learn how indirect cost rates are computed using the Simplified Allocation Method, Multiple Allocation Base Method, and Direct Allocation Methods and understand the pros and cons of utilizing the permissible choices for bases (total direct cost, salaries and wages, and total personnel costs). We discussed how to apply for an indirect cost rate and explore the potential benefits of changing methods along with opportunities to raise or lower your rate at your next negotiation.

Topic: Financial Management
Format: Webinar

Download Recording | View PowerPoint

 

Will the 10% De Minimis Indirect Cost Rate Work for Our CAA?

(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 18, 2015

Learn which organizations may receive the 10% de minimis rate and what “indirect costs” will be covered with this rate. We discussed how a CAA would calculate an actual indirect cost rate using the Modified Total Direct Cost (MTDC) method required for calculation of the de minimis rate by the Uniform Guidance. We explored strategies for addressing a reality where actual indirect costs are higher or lower than the 10% de minimis rate.

Topic: Financial Management
Format: Webinar

Download Recording | View PowerPoint

 

What Impact Does the New Guidance Have on the Treatment of Indirect Costs?

(Part of the Ins and Outs of Indirect Costs Under the Super Circular Webinar Series)
Presented by Kay Sohl, Kay Sohl Consulting
Presented on February 11, 2015

In this webinar, we provide an overview of the impact of the Uniform Guidance on a CAA’s ability to charge administrative and other indirect costs to its federal awards. We discussed the potential conflicts between federal statutory limitations on administrative costs and new Uniform Guidance provisions and explain ways which your CAA can deal with both. For CAAs without federal indirect cost rates, we explored the pros and cons of using a cost allocation plan to support charging administrative costs as direct costs. We contrasted this approach with utilizing the 10% de minimis rate allowed by the Uniform Guidance. We also looked at the most common problems encountered by CAAs with federal indirect cost rates.

Topic: Financial Management
Format: Webinar

Download Recording | View PowerPoint

8.3 and 8.7 – AUDIT ESSENTIALS: What Every Board Member Needs to Know

Click here to download

8.9 – ORGANIZATION-WIDE BUDGETS: MAKING IT REAL

For a recording of this webinar, please click here

Operations and Accountability – Category 9: Data and Analysis

Category 9 – Data and Analysis

To view a recording of the webinar, please click here

To download the slides from the webinar, please click here

UTILIZING DATA TO ACHIEVE OUTCOMES WITHIN COMMUNITY ACTION: A GUIDE TO ACCESSING ONLINE RESOURCES

Click here to view a recording

Click here to download the slides

IMPROVING PERFORMANCE, SCORING SUCCESS – Using Balanced Scorecards for Organizational Excellence

Click here to view