WHO IS ACCREDITED?

Private Organization Accreditation

Heartland for Children is the not-for-profit agency responsible for the foster care system in Polk, Highlands, and Hardee Counties.
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ORGANIZATION TESTIMONIAL

The Village for Families & Children, Inc.

Galo A. Rodriguez, M.P.H., President & CEO

COA Peer Reviewers demonstrated their expertise through their knowledge of COA standards as well as experience in the behavioral health field. In addition, COA’s seminars and tools were very helpful in guiding us through the accreditation process.
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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 9: Responsible Management of Client Funds

The agency conducts its fiscal affairs responsibly.

NA The agency does not provide debt management plans.

Table of Evidence

Self-Study Evidence On-Site Evidence On-Site Activities
    • Procedures regarding segregation and deposit of client funds
    • Procedures for maintaining credit balances in accord with legal requirements
    • Financial records
    • Interview:
      1. Program director
      2. Relevant personnel
      3. Clients
    • Review client files

  • PA-FEC 9.01

    The agency makes initial and daily deposits of client funds in a separate account with a federally insured financial institution.

    Interpretation: Deposits of client funds should be made daily, unless they are not identified. If they are not identified, all reasonable means to identify them must be undertaken. Additionally, the client’s funds should be deposited into an account identified as in trust for the client, i.e., Client Trust Account.


  • PA-FEC 9.02

    The agency manages the following in accordance with state and federal laws and/or banking regulations:

    1. credit balances on accounts;
    2. uncashed checks;
    3. funds left in client deposit accounts;
    4. trust account reconciliation; and
    5. any other client funds.
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