Partner Agency Orientation Curriculum
1)
Development
a)
Overview of CSB Funders/ Current Levels of Support
i)
CSB Funders
b)
Mel Schottenstein Birthday Celebration
i)
Mel Schottenstein
ii)
Mel Event Donors
c)
How Mel event funds are used?
2)
Communications - Media Guide
a)
Why Media is Important
b)
How CSB Helps Promote Partner Agencies
c)
CSB Requirements for Media Contact
d)
Media Toolkit
i)
Press Release Sample
ii)
Media Advisory Sample
iii)
Media Interview Worksheet
iv)
Preparing Client for Media Interview
v)
Permission to use Photos and Comments
vi)
CSB and Funder Logos
vii)
CSB Fact Sheets
3)
Governance overview:
board structure, staffing
structure, policy direction
4)
Board
a)
Board list
i)
Board make-up
b)
Advisory Council
c)
Governance structure & Ends policies
i)
Ends 1, 2, 3, 4
ii)
Annual update process
d)
Meeting schedule
i)
Open records/open meetings
ii)
Meetings held at partner agency sites
e)
Board2Board Dialogue & Hero Awards
5)
Staff
a)
Organizational Chart
b)
Summary position descriptions
c)
Staff roster
d)
Emergency Contact List –
handout
6)
Partner Agency Resources
a)
Communiqué
b)
Letters of Support
c)
Services to Partner Agencies
i)
Programs/Agency Services
(1)
Technical Assistance/Capacity Building
(a)
Capacity
Building
Roundtables
(b)
Agency Resources
(c)
Research Library
ii)
What’s
New/Meeting Schedule
7)
Partner Agency Programs
a)
Programs supported by CSB
i)
Programs/CSB Programs
(1)
Agency Resources/DCA Programs
(a)
Transition Program (including RL Flex)
(b)
FHC Program
(c)
Welcome Home
ii)
Programs/CSB Partner Agencies
(1)
Shelter & Housing Programs
(2)
Map of Emergency Shelters
(3)
Map of Rebuilding Lives Supportive Housing
(4)
2007-08 Adult System Winter Access Plan
(5)
2007-08 Family System Winter Access Plan
(6)
Critical Access to Housing FAQ
iii)
Annual Nationwide Steve Rish Award
b)
Rebuilding Lives
i)
What is Rebuilding Lives
(1)
Rebuilding Lives Units Under Development
ii)
Rebuilding Lives Funder Collaborative
iii)
Rebuilding Lives Provider Manual
8)
Continuum of Care
a)
Overview
b)
2007-08 Continuum of Care Annual Plan
c)
2008 Evaluation & Ranking Plan
9)
Homelessness Management Information Systems Resources
a)
Agency Postings
b)
Columbus
HMIS Forms
i)
User Agreement Form
ii)
Site Admin Designation
iii)
Request for Additional User Licenses
iv)
Client Acknowledgement for Data Collection
v)
HMIS Privacy Posting
vi)
HMIS Privacy Policy
c)
Columbus HMIS Policies and Procedures Manual
i)
HMIS Policies and Procedures Manual
ii)
New Policies
d)
HMIS Agency Administrators Meeting Notes
e)
HMIS Quality Assurance
i)
CSB QA Procedures
ii)
Family Program QA Key for
Crystal
Reports
iii)
Single Adult Program QA Key for Crystal Reports
iv)
HMIS Client Tracking & QA Standards
v)
HMIS Data Entry Handbook
f)
HMIS Upgrade Implementation
g)
Evaluations and Reports
i)
Annual Reports: Snapshot
ii)
Community Reports
iii)
Program Evaluations
iv)
System and Program Indicators Reports
h)
Planning
i)
Rebuilding Lives Updated Strategy
10)
Finance and Grants Department
a)
Overview: partner agency contracts and invoice processing,
funder contracts and invoice processing, CSB accounting
b)
CSB Financial Information
i)
CSB Budget
ii)
Funding Sources list
(1)
Franklin
County, City of
Columbus, United Way = 80%
iii)
IRS Form 990
c)
Application & Funding Award Process
i)
Funding Goals
ii)
RFP Materials
(1)
Information Materials
(2)
Application Materials
(3)
Budget
(4)
Funding and Program Appeals
d)
Contracting Process
i)
Process
ii)
Contract Materials
(1)
Various budget forms
(2)
Program Description Forms
(3)
Agency Key Personnel Form
e)
Contracting Obligations
i)
Types and Structure of Contracts (Master Provider Agreement &
Program Agreement(s)
ii)
Administrative and Program Standards
iii)
Other Contract Attachments
iv)
Funder Logos
f)
Payment Schedule
i)
Schedule A
ii)
Reimbursable invoices
g)
Invoicing / Reporting Requirements
i)
Invoice and related reports are due 30 days after the end of the
period
ii)
Semi-annual reports
h)
Organizational Indicators
i)
Process
ii)
Tool
used by CSB