WHO IS ACCREDITED?

Private Organization Accreditation

Stillwater-based FamilyMeans provides services in budget and credit counseling, mental health, collaborative divorce, caregiver support, youth programming, and an employee assistance program. 
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ORGANIZATION TESTIMONIAL

Advantage Credit Counseling Service

Mary Loftus, VP, Agency Service

Our agency is preparing for reaccreditation under the Eighth Edition Standards. The COA site is well organized and very easy to use. Our team of employees working on the reaccreditation process has found the tools index to be very helpful, particularly some of the templates.
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Purpose

The agency earns and sustains the public trust through honest, truthful, and responsible transactions, partnerships, and relationships with individuals, communities, providers, businesses, donors, and government entities.

FOC
PA-ETH 5: Professional Conduct

The agency conducts business and delivers services in an honest, ethical, objective manner and is guided in making decisions by professional responsibility as opposed to personal interests.

Note: Please see Conflict of Interest Policy and Procedure Template - Private, Public, Canadian, Network for additional assistance with this standard.

Table of Evidence

Self-Study Evidence On-Site Evidence On-Site Activities
    County/Municipality Administered Agency, State Administered Agency (Central Office), or other Public Entity
    • Written statement provided to persons served that clarifies the relationship between the private practitioner and the agency
    • Policy regarding ethical referral practices (PA-ETH 5.02)
    • Policy prohibiting preferential treatment
    State Administered Agency (Regional Office)
    • Documentation of policy communication with staff (e.g. memos, staff meeting minutes, training documents)
    County/Municipality Administered Agency, State Administered Agency (Central Office), or other Public Entity
    • Review service-related referral procedures
    • Network client files to review reasons for referrals to particular providers
    • Network Management Manual
    • Network utilization
    • Data regarding referral and utilization patterns
    State Administered Agency (Regional Office)
    • No On-site Evidence
    County/Municipality Administered Agency, State Administered Agency (Central Office), or other Public Entity
    • Interview:
      1. Agency head
      2. Personnel at all levels
      3. Persons served/community stakeholders
    • Network interview:
      1. Management Entity head
      2. Network Advisory/Governing Body
      3. Directors of agencies that contract with the managing entity
      4. Network personnel involved in assessments and referral
    State Administered Agency (Regional Office)
    • Interview:
      1. Agency leadership
      2. Personnel at all levels
      3. Persons served/community stakeholders

  • PA-ETH 5.01

    Personnel know and follow the code of ethics of their respective professions, and of the agency, as applicable. 


  • PA-ETH 5.02

    The agency prohibits:

    1. making or accepting payment or other consideration in exchange for referrals;
    2. steering, directing referrals to, or giving preference to clients easier or less costly to serve for specific agencies and practitioners within the agency;
    3. unfairly steering or directing referrals to, or "creaming" clients for specific network service provider agencies, such as network owners, or individual practitioners within the network, as applicable to networks; and
    4. steering or directing referrals to private practices in which personnel, consultants, or the immediate families of personnel and consultants are engaged.

    Interpretation: It is permissible to include on referral lists personnel and consultants with private practices, or family members of personnel and consultants, but the agency may not actively direct service recipients to the practices of these individuals.

    Note: Element (c) only applies to network management entities.


  • PA-ETH 5.03

    The agency prohibits preferential treatment of members, community partners, advisory groups, personnel, or consultants in applying for and receiving the agency’s services.


  • PA-ETH 5.04

    An agency requires practitioners with a private practice on its premises to provide their clients with a written statement that clarifies the relationship between the private practitioner and the agency.

    Interpretation: As an example, the statement would make it known if a practitioner is also an employee of the agency, and clearly indicate that the client is not being served by the agency.

    NA Private practice is not permitted on the agency’s premises.

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