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
ROMA: NASCSP
About ROMA: http://www.nascsp.org/CSBG/594/ROMA.aspx?iHt=16
ROMA Next Generation: http://www.nascsp.org/ROMA/919/ROMA-Next-Generation.aspx?iHt=18
COE Organizational Standard Tools
Access the CAA Self-Assessment Tools Here: http://www.communityactionpartnership.com/index.php?option=com_content&task=view&id=96&Itemid=291
Maximum Feasible Participation – Category 1: Consumer Input and Involvement
Category 1 – Consumer Input and Involvement
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Maximum Feasible Participation – Category 2: Community Engagement
2.1 – Collaboration Checkup: Assessing and Improving Your Community Partnerships
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2.3 – SOCIAL MEDIA 201: ADVOCACY, STORY-TELLING and IMPORTANT REMINDERS
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Maximum Feasible Participation – Category 3: Community Assessment
Category 3 – Community Assessment
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NEEDS ASSESSMENTS: OPPORTUNITIES FOR COLLABORATION ACROSS MULTIPLE STAKEHOLDERS
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ACCESSING COMMUNITY COMMONS AND USING THE COMPREHENSIVE COMMUNITY ACTION NEEDS ASSESSMENT TOOL ENHANCEMENTS
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Community Needs Assessment Guide and TDHCA Submission Requirements (DOC) (PDF)
Comprehensive Community Assessment Tools and Resources
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Vision and Direction – Category 4: Organizational Leadership
ORGANIZATIONAL ASSESSMENT FOR RISK MITIGATION
4.1 – NEW MODELS TO ACHIEVE YOUR MISSION: Strategic Restructuring for your CAA
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4.3 – UTILIZING A STRENGTHS-BASED APPROACH TO IMPLEMENT ROMA THROUGHOUT THE CAA
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
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Part 2 – Executive Succession Planning
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Part 3 – Executive Transition Management
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4.6 – PROCESS FOR INITIATING AND CONDUCTING AN AGENCY-WIDE RISK ASSESSMENT
RISK ASSESSMENT TOOLKIT
Vision and Direction – Category 5: Board Governance
Category 5 – Board Governance
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“MUST HAVE” FINANCIAL INFORMATION FOR BOARDS AND CEOs
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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
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ESSENTIAL TIPS FOR DEVELOPING WHISTLEBLOWER POLICIES
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Vision and Direction – Category 6: Strategic Planning
Category 6 – Strategic Planning
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STRATEGIC PLANNING: THE BASIC ELEMENTS OF DEVELOPING AN ORGANIZATIONAL STRATEGIC PLAN
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Operations and Accountability – Category 7: Human Resource Management
Category 7 – Human Resource Management
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7.9 ARE WE RESULTS ORIENTED?
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Operations and Accountability – Category 8: Financial Operations and Oversight
Category 8 – Financial Operations and Oversight
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Fiscal Fundamentals for Executive Directors
8.12 Cost Allocation and Super Circular Update
COST ALLOCATION: Red Flags and Remedies
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
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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
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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
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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
8.3 and 8.7 – AUDIT ESSENTIALS: What Every Board Member Needs to Know
8.9 – ORGANIZATION-WIDE BUDGETS: MAKING IT REAL
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Operations and Accountability – Category 9: Data and Analysis
Category 9 – Data and Analysis
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UTILIZING DATA TO ACHIEVE OUTCOMES WITHIN COMMUNITY ACTION: A GUIDE TO ACCESSING ONLINE RESOURCES
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