Standards for Canadian organizations
2020 Edition
Administration and Management Introduction
Purpose
Through sound administration and effective management, the public authority/agency achieves its mission and strategic goals; assures appropriate use of public resources for the public good; and remains responsive to the needs of the communities it serves.Introduction
COA’s Administration and Management standards outline the responsibilities of public authority/agency leadership to foster a culture of transparency, accountability, and community responsiveness; provide oversight of operations; and promote program and operational improvements. The responsibilities set forth in the standards represent the multi-faceted functions the leadership of a public authority/agency assumes in cooperation with relevant stakeholders.
Interpretation
Public authority/agency leadership can include the Chief Executive Officer, the public authority/agency director, the agency head, or the administrative team.Currently viewing: ADMINISTRATION AND MANAGEMENT (CP-AM)
Print-friendly view- CP-AM - Introduction
- CP-AM 1 - Mission
- CP-AM 2 - Implementing Public Authority/Agency-Wide Change
- CP-AM 3 - Authority/Agency Leadership
- CP-AM 4 - Community and Provider Engagement
- CP-AM 5 - Service Array and Resource Development
- CP-AM 6 - Conflict of Interest
- CP-AM 7 - Protection of Reporters of Suspected Misconduct
Viewing: CP-AM - Administration and Management
VIEW THE STANDARDS
- Administration and Management Standards
- For-Profit Administration and Financial Management (CA-AFM)
- CA-AFM - Introduction
- CA-AFM 1 - Purpose
- CA-AFM 2 - Strategic and Annual Planning
- CA-AFM 3 - Community Involvement and Advocacy
- CA-AFM 4 - Administrative Oversight
- CA-AFM 5 - Conflict of Interest
- CA-AFM 6 - Protection of Reporters of Suspected Misconduct
- CA-AFM 7 - Internal Control Environment
- CA-AFM 8 - Revenue and Investments
- CA-AFM 9 - Financial Planning
- CA-AFM 10 - Financial Accountability
- CA-AFM 11 - Financial Management
- CA-AFM 12 - Fundraising
- Financial Management (CA-FIN)
- Governance (CA-GOV)
- CA-GOV - Introduction
- CA-GOV 1 - Mission
- CA-GOV 2 - Strategic and Annual Planning
- CA-GOV 3 - Community Involvement and Advocacy
- CA-GOV 4 - Organization of the Governing Body
- CA-GOV 5 - Governing Body Responsibilities
- CA-GOV 6 - Organization Leadership
- CA-GOV 7 - Conflict of Interest
- CA-GOV 8 - Protection of Reporters of Suspected Misconduct
- Human Resources (CA-HR)
- Performance and Quality Improvement (CA-PQI)
- Risk Prevention and Management (CA-RPM)
- CA-RPM - Introduction
- CA-RPM 1 - Legal and Regulatory Compliance
- CA-RPM 2 - Risk Prevention and Management
- CA-RPM 3 - Insurance Protection
- CA-RPM 4 - Technology and Information Management
- CA-RPM 5 - Security of Information
- CA-RPM 6 - Contracts and Service Agreements
- CA-RPM 7 - Quality Monitoring of Contracted Social and Human Services
- Administration and Management (CP-AM)
- CP-AM - Introduction
- CP-AM 1 - Mission
- CP-AM 2 - Implementing Public Authority/Agency-Wide Change
- CP-AM 3 - Authority/Agency Leadership
- CP-AM 4 - Community and Provider Engagement
- CP-AM 5 - Service Array and Resource Development
- CP-AM 6 - Conflict of Interest
- CP-AM 7 - Protection of Reporters of Suspected Misconduct
- Financial Management (CP-FIN)
- For-Profit Administration and Financial Management (CA-AFM)
- Service Delivery Administration Standards
- Administrative and Service Environment (CA-ASE)
- Behaviour Support and Management (CA-BSM)
- CA-BSM - Introduction
- CA-BSM 1 - Oversight of Restrictive Behaviour Management Interventions
- CA-BSM 2 - Behaviour Support and Management Practices
- CA-BSM 3 - Restrictive Behaviour Management Intervention Training
- CA-BSM 4 - Restrictive Behaviour Management Interventions
- CA-BSM 5 - Documentation and Debriefing
- Client Rights (CA-CR)
- Program Administration (CA-PRG)
- CA-PRG - Introduction
- CA-PRG 1 - Case Records
- CA-PRG 2 - Access to Case Records
- CA-PRG 3 - Medication Control and Administration
- CA-PRG 4 - Technology-based Service Delivery
- CA-PRG 5 - Services for Persons with Intellectual and Developmental Disabilities
- CA-PRG 6 - Personnel Training for Intellectual and Developmental Disabilities Services
- Training and Supervision (CA-TS)
- Service Standards
- Adult Day Services (CA-AD)
- Adult Foster Care (CA-AFC)
- CA-AFC - Definition
- CA-AFC 1 - Person-Centered Logic Model
- CA-AFC 2 - Personnel
- CA-AFC 3 - Intake and Assessment
- CA-AFC 4 - Caregiver Recruitment and Assessment
- CA-AFC 5 - Home Assessment
- CA-AFC 6 - Placement Planning
- CA-AFC 7 - Caregiver Training and Support
- CA-AFC 8 - Placement Monitoring and Reassessment
- CA-AFC 9 - Case Closing and Aftercare
- Adoption Services (CA-AS)
- CA-AS - Definition
- CA-AS 1 - Person-Centered Logic Model
- CA-AS 2 - Personnel
- CA-AS 3 - Recruitment and Orientation
- CA-AS 4 - Service and Permanency Planning and Adoption Service Contracts
- CA-AS 5 - Birth Parent Assessments and Child Background Studies
- CA-AS 6 - Home Study Practice
- CA-AS 7 - Training for Prospective Adoptive Parents
- CA-AS 8 - Consents, Matching, Referral, and Placement
- CA-AS 9 - Preparation and Support for Placement
- CA-AS 10 - Temporary Care for Children Awaiting Placement
- CA-AS 11 - Post-Placement and Post-Adoption Support and Family Preservation
- CA-AS 12 - Adoption Program Administration
- Child and Family Development and Support Services (CA-CFD)
- CA-CFD - Definition
- CA-CFD 1 - Person-Centered Logic Model
- CA-CFD 2 - Personnel
- CA-CFD 3 - Intake and Assessment
- CA-CFD 4 - Service Planning and Monitoring
- CA-CFD 5 - Family-Focused Approach to Service
- CA-CFD 6 - Health Services
- CA-CFD 7 - Family Support Services
- CA-CFD 8 - Parent Education Services
- CA-CFD 9 - Positive Child Development Services
- CA-CFD 10 - Early Intervention Services
- CA-CFD 11 - Case Closing and Aftercare
- Case Management (CA-CM)
- Crisis Response and Information Services (CA-CRI)
- Counselling, Support, and Education Services (CA-CSE)
- Day Treatment Services (CA-DTX)
- CA-DTX - Definition
- CA-DTX 1 - Person-Centered Logic Model
- CA-DTX 2 - Personnel
- CA-DTX 3 - Intake and Assessment
- CA-DTX 4 - Service Planning and Monitoring
- CA-DTX 5 - Interdisciplinary Program
- CA-DTX 6 - Services for Families
- CA-DTX 7 - Education Services
- CA-DTX 8 - Substance Use Services
- CA-DTX 9 - Care and Supervision
- CA-DTX 10 - Case Closing and Aftercare
- Domestic Violence Services (CA-DV)
- CA-DV - Definition
- CA-DV 1 - Person-Centered Logic Model
- CA-DV 2 - Personnel
- CA-DV 3 - Access to Service
- CA-DV 4 - Intake, Assessment, and Safety Planning
- CA-DV 5 - Service Planning and Monitoring
- CA-DV 6 - Advocacy and Support Services
- CA-DV 7 - Promoting Child Well-Being
- CA-DV 8 - Crisis Hotline
- CA-DV 9 - Rights of Shelter and Safe Home Residents
- CA-DV 10 - Shelter and Safe Home Facilities
- CA-DV 11 - Case Closing and Aftercare
- Employee Assistance Program Services (CA-EAP)
- CA-EAP - Definition
- CA-EAP 1 - Person-Centered Logic Model
- CA-EAP 2 - Personnel
- CA-EAP 3 - Access to Service
- CA-EAP 4 - Internal EAP/Parent Company Relations
- CA-EAP 5 - Program Implementation and Contract Management
- CA-EAP 6 - Contractor Accountability
- CA-EAP 7 - Record-Keeping
- CA-EAP 8 - Assessment and Action Planning
- CA-EAP 9 - Service Elements
- CA-EAP 10 - Work-Life Services
- CA-EAP 11 - Case Closing
- Early Childhood Education (CA-ECE)
- CA-ECE - Definition
- CA-ECE 1 - Person-Centered Logic Model
- CA-ECE 2 - Personnel
- CA-ECE 3 - Enrollment
- CA-ECE 4 - Parental Involvement and Support
- CA-ECE 5 - Health and Safety
- CA-ECE 6 - Classroom Environment
- CA-ECE 7 - Promoting Quality Relationships with Teaching Staff and Peers
- CA-ECE 8 - Developmental and Educational Activities
- CA-ECE 9 - Caring for Children with Special Needs
- CA-ECE 10 - Child Supervision
- CA-ECE 11 - Transition
- CA-ECE 12 - Oversight of Family Child Care Homes
- Experiential Education Supplement (CA-EES)
- Financial Education and Counselling Services (CA-FEC)
- CA-FEC - Definition
- CA-FEC 1 - Person-Centered Logic Model
- CA-FEC 2 - Personnel
- CA-FEC 3 - Service Initiation
- CA-FEC 4 - Development of an Action Plan
- CA-FEC 5 - Financial Education and Counselling Services
- CA-FEC 6 - Housing Counselling and Education Services
- CA-FEC 7 - Debt Management Plans
- CA-FEC 8 - Administration of the Debt Management Plan
- CA-FEC 9 - Creditor Relations
- CA-FEC 10 - Referrals and System Collaborations
- CA-FEC 11 - Client File Review
- CA-FEC 12 - Business Ethics
- Family Foster Care and Kinship Care (CA-FKC)
- CA-FKC - Definition
- CA-FKC 1 - Person-Centered Logic Model
- CA-FKC 2 - Personnel
- CA-FKC 3 - Initial Assessment
- CA-FKC 4 - Comprehensive Assessment
- CA-FKC 5 - Service Planning
- CA-FKC 6 - Child Permanency
- CA-FKC 7 - Child Placement
- CA-FKC 8 - Developing and Maintaining Connections
- CA-FKC 9 - Services for Parents
- CA-FKC 10 - Services for Children and Youth
- CA-FKC 11 - Physical and Mental Healthcare
- CA-FKC 12 - Supports and Services for Expectant and Parenting Youth
- CA-FKC 13 - Treatment Foster Care
- CA-FKC 14 - Worker Contact and Monitoring
- CA-FKC 15 - Transition to Adulthood
- CA-FKC 16 - Family Reunification
- CA-FKC 17 - Resource Family Recruitment
- CA-FKC 18 - Resource Family Assessment and Approval
- CA-FKC 19 - Resource Family Training and Preparation
- CA-FKC 20 - Resource Family Use of Physical Interventions
- CA-FKC 21 - Resource Family Development, Support, and Retention
- CA-FKC 22 - Respite Care
- CA-FKC 23 - Case Closing and Aftercare
- Family Preservation and Stabilization Services (CA-FPS)
- CA-FPS - Definition
- CA-FPS 1 - Person-Centered Logic Model
- CA-FPS 2 - Personnel
- CA-FPS 3 - Intake and Assessment
- CA-FPS 4 - Service Planning and Monitoring
- CA-FPS 5 - Family-Focused Approach to Service Delivery
- CA-FPS 6 - Family Supports, Services, and Interventions
- CA-FPS 7 - Assessing Safety and the Need for Out-of-Home Care
- CA-FPS 8 - Case Closing and Aftercare
- Group Living Services (CA-GLS)
- CA-GLS - Definition
- CA-GLS 1 - Person-Centered Logic Model
- CA-GLS 2 - Personnel
- CA-GLS 3 - Access to Service
- CA-GLS 4 - Intake and Assessment
- CA-GLS 5 - Family Involvement
- CA-GLS 6 - Service Planning and Monitoring
- CA-GLS 7 - Child Permanency
- CA-GLS 8 - Group Living Program
- CA-GLS 9 - Healthcare Services
- CA-GLS 10 - Education Services
- CA-GLS 11 - Community and Social Connections
- CA-GLS 12 - Services for Pregnant and Parenting Residents
- CA-GLS 13 - Substance Use Services
- CA-GLS 14 - Residential Facilities
- CA-GLS 15 - Privacy Provisions
- CA-GLS 16 - Care and Supervision
- CA-GLS 17 - Transition from the Service System
- CA-GLS 18 - Case Closing and Aftercare
- Generic Service Summary Supplement (CA-GSS)
- Home Care and Support Services (CA-HCS)
- CA-HCS - Definition
- CA-HCS 1 - Person-Centered Logic Model
- CA-HCS 2 - Personnel
- CA-HCS 3 - Requirements for Personnel Providing Services to Individuals with Special Needs
- CA-HCS 4 - Access to Services
- CA-HCS 5 - Intake
- CA-HCS 6 - Assessment-Based Care Planning and Coordination
- CA-HCS 7 - Care Monitoring
- CA-HCS 8 - Coordinated Home Management, Activities of Daily Living, and Health Services
- CA-HCS 9 - Case Closing and Aftercare
- Housing Stabilization and Community Living Services (CA-HSCL)
- CA-HSCL - Definition
- CA-HSCL 1 - Person-Centered Logic Model
- CA-HSCL 2 - Personnel
- CA-HSCL 3 - Intake and Assessment
- CA-HSCL 4 - Service Planning and Monitoring
- CA-HSCL 5 - Service Components
- CA-HSCL 6 - Services for Pregnant and Parenting Families
- CA-HSCL 7 - The Rights of Service Recipients
- CA-HSCL 8 - Case Closing and Aftercare
- Intellectual and Developmental Disabilities Services (CA-IDDS)
- CA-IDDS - Definition
- CA-IDDS 1 - Person-Centered Logic Model
- CA-IDDS 2 - Personnel
- CA-IDDS 3 - Intake and Assessment
- CA-IDDS 4 - Service Planning and Monitoring
- CA-IDDS 5 - Social Inclusion and Community Participation
- CA-IDDS 6 - Assistive Technology
- CA-IDDS 7 - Support Services for Family and Caregivers
- CA-IDDS 8 - Case Closing and Aftercare
- Mental Health and/or Substance Use Services (CA-MHSU)
- CA-MHSU - Definition
- CA-MHSU 1 - Person-Centered Logic Model
- CA-MHSU 2 - Personnel
- CA-MHSU 3 - Intake and Assessment
- CA-MHSU 4 - Service Planning and Monitoring
- CA-MHSU 5 - Clinical Counselling
- CA-MHSU 6 - Therapeutic Services
- CA-MHSU 7 - Medical Care and Clinical Support Team
- CA-MHSU 8 - Ambulatory Detoxification Treatment
- CA-MHSU 9 - Care Coordination
- CA-MHSU 10 - Support Services
- CA-MHSU 11 - Case Closing and Aftercare
- Mentoring Services (CA-MS)
- Outreach Services (CA-OS)
- Out-of-School Time Services (CA-OST)
- CA-OST - Definition
- CA-OST 1 - Person-Centered Logic Model
- CA-OST 2 - Personnel
- CA-OST 3 - Access and Enrollment
- CA-OST 4 - Building Supportive Relationships Between Program Participants and Adults
- CA-OST 5 - Promoting Positive Behaviours and Healthy Peer Relationships
- CA-OST 6 - Positive Approaches to Guiding Behaviour
- CA-OST 7 - Family Connections
- CA-OST 8 - Community Relationships and Partnerships
- CA-OST 9 - Programming and Activities
- CA-OST 10 - Programming and Activities: Arts Education and Enrichment
- CA-OST 11 - Programming and Activities: Health and Wellness
- CA-OST 12 - Programming and Activities: Academic Enrichment and Skill Development
- CA-OST 13 - Programming and Activities: Homework Help and/or Tutoring
- CA-OST 14 - Programming and Activities: College and Career Readiness
- CA-OST 15 - Programming and Activities: Mentoring
- CA-OST 16 - Indoor Environment and Materials
- CA-OST 17 - Outdoor Environment and Materials
- CA-OST 18 - Health and Safety
- CA-OST 19 - Supervision
- Pregnancy Support Services (CA-PS)
- CA-PS - Definition
- CA-PS 1 - Person-Centered Logic Model
- CA-PS 2 - Personnel
- CA-PS 3 - Intake and Assessment
- CA-PS 4 - Service Planning and Monitoring
- CA-PS 5 - Pregnancy Options Counseling/Birth Options Counselling
- CA-PS 6 - Health Services
- CA-PS 7 - Education Services
- CA-PS 8 - Promoting Positive Life Course Development
- CA-PS 9 - Case Closing and Aftercare
- Psychiatric Rehabilitation Services (CA-PSR)
- Respite Care (CA-RC)
- CA-RC - Definition
- CA-RC 1 - Person-Centered Logic Model
- CA-RC 2 - Personnel
- CA-RC 3 - Access to Services
- CA-RC 4 - Intake and Assessment
- CA-RC 5 - Service Planning and Monitoring
- CA-RC 6 - Care and Supervision
- CA-RC 7 - Service Environment
- CA-RC 8 - Short Term Residential Respite and Crisis Nursery Services
- CA-RC 9 - Case Closing
- Refugee Resettlement Services (CA-RRS)
- Residential Treatment Services (CA-RTX)
- CA-RTX - Definition
- CA-RTX 1 - Person-Centered Logic Model
- CA-RTX 2 - Personnel
- CA-RTX 3 - Access to Service
- CA-RTX 4 - Intake and Assessment
- CA-RTX 5 - Family Involvement
- CA-RTX 6 - Service Planning and Monitoring
- CA-RTX 7 - Child Permanency
- CA-RTX 8 - Coordinated, Individualized Team Approach
- CA-RTX 9 - Service Array
- CA-RTX 10 - Healthcare Services
- CA-RTX 11 - Education Services
- CA-RTX 12 - Community and Social Connections
- CA-RTX 13 - Crisis Stabilization
- CA-RTX 14 - Services for Pregnant and Parenting Residents
- CA-RTX 15 - Substance Use Services
- CA-RTX 16 - Residential Facilities
- CA-RTX 17 - Privacy Provisions
- CA-RTX 18 - Care and Supervision
- CA-RTX 19 - Transition from the Service System
- CA-RTX 20 - Case Closing and Aftercare
- Shelter Services (CA-SH)
- CA-SH - Definition
- CA-SH 1 - Person-Centered Logic Model
- CA-SH 2 - Personnel
- CA-SH 3 - Intake and Assessment
- CA-SH 4 - Service Planning and Monitoring
- CA-SH 5 - The Rights of Service Recipients
- CA-SH 6 - Program Facilities
- CA-SH 7 - Service Components
- CA-SH 8 - Supportive Services
- CA-SH 9 - Youth Shelter Services
- CA-SH 10 - Case Closing and Aftercare
- Supervised Visitation and Exchange Services (CA-SVE)
- CA-SVE - Definition
- CA-SVE 1 - Person-Centered Logic Model
- CA-SVE 2 - Personnel
- CA-SVE 3 - Referral and Screening
- CA-SVE 4 - Intake and Orientation
- CA-SVE 5 - Service Environment
- CA-SVE 6 - Off-Site Supervision
- CA-SVE 7 - Visit and Exchange Management
- CA-SVE 8 - Therapeutic Supervised Visitation
- CA-SVE 9 - Case Documentation, Review, and Reporting
- CA-SVE 10 - Case Closing
- Vocational Rehabilitation Services (CA-VOC)
- CA-VOC - Definition
- CA-VOC 1 - Person-Centered Logic Model
- CA-VOC 2 - Personnel
- CA-VOC 3 - Intake and Assessment
- CA-VOC 4 - Vocational Planning and Monitoring
- CA-VOC 5 - Skill-Development Training
- CA-VOC 6 - Vocational Evaluation Services
- CA-VOC 7 - Work Adjustment Services
- CA-VOC 8 - Job Development Placement Services
- CA-VOC 9 - Supported Employment Services
- CA-VOC 10 - Work Services
- CA-VOC 11 - Case Closing and Aftercare
- Workforce Development and Support Services (CA-WDS)
- CA-WDS - Definition
- CA-WDS 1 - Person-Centered Logic Model
- CA-WDS 2 - Personnel
- CA-WDS 3 - Community Partnerships
- CA-WDS 4 - Assessment-Based Employment Planning and Monitoring
- CA-WDS 5 - Training and Personal Development Services
- CA-WDS 6 - Job Development and Placement Services
- CA-WDS 7 - Financial Literacy
- CA-WDS 8 - Financial Asset Building Services
- Youth Custody Services (CA-YCS)
- CA-YCS - Definition
- CA-YCS 1 - Person-Centered Logic Model
- CA-YCS 2 - Personnel
- CA-YCS 3 - Intake and Assessment
- CA-YCS 4 - Service Planning and Monitoring
- CA-YCS 5 - Family Connections and Involvement
- CA-YCS 6 - Service Culture
- CA-YCS 7 - Health Services
- CA-YCS 8 - Mental Health Services
- CA-YCS 9 - Services for Substance Use Conditions
- CA-YCS 10 - Education Services
- CA-YCS 11 - Development of Social and Independent Living Skills
- CA-YCS 12 - Workforce Development Services
- CA-YCS 13 - Living and Service Environment
- CA-YCS 14 - Maintaining Safety and Security
- CA-YCS 15 - Planning for Reentry and Aftercare
- CA-YCS 16 - Case Closing and Aftercare
- Youth Independent Living Services (CA-YIL)
- CA-YIL - Definition
- CA-YIL 1 - Person-Centered Logic Model
- CA-YIL 2 - Personnel
- CA-YIL 3 - Intake and Assessment
- CA-YIL 4 - Service Planning and Monitoring
- CA-YIL 5 - Service Coordination for Youth with Special Needs
- CA-YIL 6 - Supportive Housing for Youth in Transition
- CA-YIL 7 - Family, Community, and Workplace Connections
- CA-YIL 8 - Transition from the Service System
- CA-YIL 9 - Case Closing and Aftercare
- Youth Psychosocial Services (CA-YPS)
Note: This standard does not apply to private organizations.
Note: Please see CP-AM Reference List for the research that informed the development of these standards.
Note: For information about changes made in the 2020 Edition, please see CP-AM Crosswalk. See also ETH Public Crosswalk for Ethical Practice standards that are now found in CP-AM.
Note: Please see CP-AM Reference List for the research that informed the development of these standards.
Note: For information about changes made in the 2020 Edition, please see CP-AM Crosswalk. See also ETH Public Crosswalk for Ethical Practice standards that are now found in CP-AM.