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

Ulysses Arteaga, L.C.S.W.

Volunteer Roles: Commissioner; EPPA; Marine Reviewer; Military Reviewer; Peer Reviewer; Team Leader

The Consuelo Foundation 2012 Peer Reviewer of the Year, Mr. Arteaga conducts two to three site visits a year, often volunteering for visits that require a Spanish speaking peer.
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Purpose

Clients who receive Financial Education and Counseling services learn to solve financial problems and gain personal financial management skills.

PA-FEC 10: Creditor Relations

The agency demonstrates credibility and accountability to the credit-granting entities that have agreed to participate in a debt management plan.

Interpretation: When the creditor’s policy is in conflict with the requirements of these standards, the agency should act in accordance with creditor requirements and with the client’s best interest in mind.

Interpretation: An agency that uses a third party electronic payment provider is responsible for all of the standards in this section, and:

  1. ensures that the standards are reflected in the contract; and
  2. establishes a process to confirm that contract obligations are being upheld.

NA The agency does not provide debt management plans.

Table of Evidence

Self-Study Evidence On-Site Evidence On-Site Activities
    • Procedures for informing and communicating with creditors
    • Financial records
    • Procedures that describe how the agency notifies creditors when clients discontinue DMPs
    • Written information that describes fair share contributions
    • Interview:
      1. Program director
      2. Relevant personnel
      3. Clients
    • Review client files

  • PA-FEC 10.01

    The agency provides electronic funds transfers at the creditor’s request.


  • PA-FEC 10.02

    The agency:

    1. promptly informs the creditor upon discovery of a posting problem;
    2. promptly refunds to the client or creditor any improperly credited amount; and
    3. either bills the creditor for its fair share and remits the client’s gross payment, or deducts the fair share contribution from the client’s payment, according to the creditor’s requirements.

  • PA-FEC 10.03

    When a DMP is discontinued, the organization is responsible for providing notice of discontinuation to the creditor, as per creditor requirements.

    Interpretation: Information may be provided to the creditor within the timeframes noted in creditor policy.

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