WHO IS ACCREDITED?

Private Organization Accreditation

HeartShare assist individuals with developmental disabilities through education, day, residential and recreation programs, case management, and health services, and provides foster care/adoption services, counseling, after school and energy assistance programs, and programs for people with HIV/AIDS.
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VOLUNTEER TESTIMONIAL

Rochelle Haimes, ACSW

Volunteer Roles: Commissioner; Peer Reviewer; Standards Panel Member; Team Leader

Rochelle is a Consultant working with a variety of private organizations to become accredited. Her primary area of expertise is in facilitating the development of PQI systems and activities. Her previous experience with both small and large organizations is the cornerstone for her long-standing volunteer activities as a Peer reviewer and as a Team Leader.
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Purpose

The for-profit organization ensures accountability through effective administration and management, and sound financial management practices that are in accord with legal and regulatory requirements.

Introduction

The practices set forth in COA’s AFM standards represent the multi-faceted, basic functions of the leadership within a for-profit human service providing organization. The standards guide the organization’s owners, chief executive, and management staff to implement practices that contribute to effective management, and that promote accountability to its community and the people it serves.

Interpretation: The great majority of for-profit organizations providing human services are owned by a single individual or a small group of individuals. In many of these organizations, the owner, or one of the owners, assumes the role of chief executive officer. However, even when the owner or owners assume no administrative responsibilities at all, and hire a chief executive to be responsible for all administrative and management functions, they must be available to be interviewed by Review Team during the Site Visit. 

Note: COA’s Administration and Financial Management (AFM) standards apply to for-profit organizations only. COA’s Financial Management (FIN) and Governance (GOV) standards are not applicable to organizations that are assigned the AFM standards.

For-Profit Administration and Financial Management Narrative

Self-Study Evidence
    • Briefly describe your organizational structure and type (C-Corporation, S-Corporation, LLC, etc.). Description should include:
      1. Recent (within the last two years) changes in, or unique characteristics of your corporate structure. 
      2. Mergers and acquisitions within the last two years. 
      3. If you are owned wholly or in part by another entity, please describe your governance relationship with that entity.
      4. Any separate legal entities, such as nonprofit corporations, for-profit subsidiaries, foundations, or holding companies that have been established on the organization's behalf. 
    • If your organization has a board of directors or governing body, please describe its role and responsibilities, including whether the board is legally required or otherwise mandated, or voluntarily adopted.
      1. Provide a list of board or governing body members with title, affiliation, and a brief biography.
      2. Provide documents that delineate how the board functions, including roles and responsibilities (e.g., by-laws, board manual, etc). 
    • Please describe in an organizational chart who is responsible for the following:
      1. Adopting and updating organizational policy
      2. Strategic and annual planning
      3. Budget planning and approving the annual budget
      4. Reviewing monthly/quarterly financial reports
      5. Selecting the auditor and acting on management letter recommendations
      6. Financial management
      7. Risk management
      8. Human resource management
    • Please describe what role your organization's owner or owners have in day-to-day operations. 
    • Describe the overall health of your organization's finances: 
      1. Have you experienced any significant budget/funding reductions or challenges in the last two years?  If yes, how has your organization adjusted in response to these challenges?
      2. Have you had any significant budget/funding increases in the last two years?
      3. Do you anticipate or expect significant funding changes in the next two years?
    • Provide any additional information about your organization's administration and financial management practices that would increase the Review Team's understanding of your organization. 
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