ACPE Manuals
2020
  • 2020
Table of Contents
ACPE Manuals
  • 2020
    • ACPE Manuals — 2020
  • Cover Page
  • Using The Manuals
  • Updates to the Manuals
  • Definition of Terms
  • ACPE By-Laws
    • Article 1: Definitions and Abbreviations
    • Article 2: Identification and Purpose
    • Article 3: Members
    • Article 4: Meeting of Members
    • Article 5: Board of Directors
    • Article 6: Commissions and Committees
    • Article 7: Officers and Executive Director
    • Article 8: Notices
    • Article 9: Books and Records
    • Article 10: Corporate Seal
    • Article 11: Fiscal Year
    • Article 12: Indemnification
    • Article 13: Conflict
    • Article 14: Conduct of Meetings
    • Article 15: Amendments
  • Governance Manual
    • Opening Statement
    • Article 1: Definitions and Abbreviations
    • Article 2: Identification and Purpose
    • Article 3: Members
    • Article 4: Meetings of Members
    • Article 5: Board of Directors
    • Article 6: Commissions and Committees
      • Standing Commissions
      • Standing Committees
      • Board Appointed Committees
    • Article 7: Officers and Executive Director
    • Article 8: Notices
    • Article 9: Books and Records
    • Article 10: Corporate Seal
    • Article 11: Fiscal Year
    • Article 12: Indemnification
    • Article 13: Conflict
    • Article 14: Conduct of Meetings
    • Article 15: Amendments
  • Standards Manual
    • 2020 Accreditation Manual
      • Introduction to the Accreditation Process
      • Substantive Updates to the New Accreditation Manual
      • Using the Manual
      • The Accreditation Process
        • Accreditation Portfolio
        • Program Feasibility/Self-Study Requirements
        • Pathways for Accreditation
          • Applying for Provisional Accreditation
          • Provisional Accreditation to a Fully Accredited Member
          • Accredited Member to a System Program
        • Types of Accreditation
          • Component Sites
        • Certified Educator CPE
        • Maintenance and Renewal of Accreditation
          • 6 Year Site Visit Plan
        • Requests for Review Postponement
        • Transitions in Programs
        • Fees
        • Program Closure
      • ACPE Standards and Portfolio Expectations
        • Standard 1 – Educational Environment
        • Standard 2 – Curriculum
        • Standard 3 – Educational Resources
        • Standard 4 – Management of CPE Programs
        • Standard 5 – Infrastructure and Financial Resources
        • Standard 6 – Continuous Improvement
        • Standard 7 – Ethical Integrity and Cultural Responsiveness
      • Required Program Policies
      • Policy and Procedure Development for Programs
        • Requirements for Admission
        • Guide for Student Records
        • Clinical Placements and Agreements
        • Educational Placements and Agreements
        • Changes in Programs
        • Student Enrollment During Orientation
        • Registration of Student Units
        • Data Collection
        • Using Video Conferencing in a unit of CPE
        • End of Unit Evaluations
      • Supporting Documents
        • Code of Professional Ethics for Members of ACPE
        • Objectives and Outcomes for Level I/Level II CPE
        • Competencies for Certified Educator CPE
        • Compliance with Standards
        • Commission Actions
          • Periodic Reviews
          • Identified Areas of Non-Compliance
          • Called Review
          • Adverse Actions
        • Notifications of Commission Actions
        • Appeal of Adverse Decisions of the Commission
        • Defining a Unit or a Half-Unit of CPE
        • Educator Workload
      • Additional Resources for Centers and Educators
      • The Accreditation Commission
        • Complaints Alleging Violations of ACPE Education Standards in Educational Programs
        • Complaints Against the ACPE Accreditation Commission
        • Qualifications and Credentials of Persons Involved in Accreditation Evaluation
        • Bias and Conflict of Interest
          • Accreditation Commission Conflict of Interest Declaration
          • Site Team Member Conflict of Interest Declaration
        • Review of Procedures and Accreditation Criteria
        • Records of Accreditation Decisions
        • Public Information
        • Regard for Decisions of States and Other Accrediting Agencies
        • Information Provided to the Department of Education
      • Accreditation Commission Forms
      • ACPE Organizational Structure
      • Definition of Terms for the Accreditation Process
        • ACPE Related Terms
        • Educational Terms
    • Former Certification Process Manual
      • Certification Preface
      • Part One: Introduction
        • Mission, Vision and Values
        • ACPE Certification and the Certification Commission
      • 400 Standards – Former Certification Process
        • Former Certification Process: Standard 401
        • Former Certification Process: Standard 402
        • Former Certification Process: Standards 403-406
        • Former Certification Process: Standards 407-410
        • Former Certification Process: Standards 411-412
        • Former Certification Process: Standard 413
        • Former Certification Process: Standard 414
        • Former Certification Process: Standard 415
      • Part Two: ACPE Certification Process
        • I. General Certification Policies
        • II. Review for Certification
        • III. General Policies for Written Materials
      • Part Three: Workbook for Certification Processes
        • A. Pre-certification: Preparation for Candidacy (Readiness Consultation)
          • I. Pre-certification Policies
          • II. Pre-certification Procedures
          • III. Pre-certification Guidelines and Requirements
          • IV. Pre-certification Committee Review
        • B. Certified Educator Candidate Certification
          • I. Certified Educator Candidate Policies
          • II. Certified Educator Candidate Procedures
          • III. Certified Educator Candidate Guidelines and Requirements
          • IV. Certified Educator Candidate Committee Review
        • C. Extension of Certified Educator Candidate Status
          • I. Candidacy Extension Policies
          • II. Candidacy Extension Procedures
          • III. Candidacy Extension Guidelines and Requirements
          • IV. Candidacy Extension Review
        • D. Theory Position Papers-Conceptual and Theoretical Competence
          • I. Theory Paper Policies
          • II. Theory Paper Procedures
          • III. Theory Paper Guidelines and Requirements
          • IV. Theory Paper Evaluation
        • E. Associate Certified Educator Certification
          • I. Associate Certified Educator Policies
          • II. Associate Certified Educator Procedures
          • III. Associate Certified Educator Guidelines and Requirements
          • IV. Associate Certified Educator Review
        • F. Extension of Associate Certified Educator Certification
          • I. Associate Extension Policies
          • II. Associate Extension Procedures
          • III. Associate Extension Guidelines and Requirements
          • IV. Associate Extension Subcommittee Review
        • G. ACPE Certified Educator Certification
          • I. ACPE Certified Educator Certification Policies
          • II. Certified Educator Certification Procedures
          • III. Certified Educator Certification Guidelines and Requirements
          • IV. Certified Educator Certification Subcommittee/Commission Consultation
        • H. Continuation of ACPE Certified Educator Status
          • I. Continuation of Certified Educator Status Policies
          • II. Continuation of Certified Educator Procedures
        • I. Restoration to Active Status
        • J. Review of Supervisory Competence
        • K. Reciprocity
        • L. International Guest Supervisor
      • Part Three: Certification Appendices
    • CERTIFICATION MANUAL (current process)
      • Certification Preface
      • Part I: Introduction
        • A. Mission, Vision, and Values
        • B. ACPE Certification and the Certification Commission
        • C. Current Certification Process Overview
          • Structure for Fees and Units
          • Progressive Autonomy in Educating Under Supervision
        • D. Portfolio Materials and Evaluation
      • Part II: Admissions Process
        • Overview
        • Part One: The Local ACPE Accredited Center
        • Part Two: The ACPE Certification Process
      • Part III: The Certification Process
        • Phase I
          • Core Curriculum
          • Theory Integration Project and Presentation Overview
            • Theory Integration Project Rubric
            • Persons Involved in the Theory Integration Project and Presentation Process
            • The Process, The Project and The Presentation
            • The Presentation
          • End of Phase I Assessment of Competencies
        • Phase II
          • Core Curriculum
          • End of Phase II Assessment of Competencies
          • Integration Interview
        • Certification
      • Part IV: Post Certification
        • Becoming a Member of the National Faculty
        • Peer Review
        • Documents and Other Processes
          • Academic Qualifications and Equivalency Standards
          • Annual Accountability for Ethical Conduct Report
          • Code of Professional Ethics for Members of ACPE
          • Maintaining Your ACPE Certified Educator Credential
            • CPE-Related Educational Activities
          • Review of Supervisory/Educational Competence
            • Appeal of Certification Commission Decisions
          • Continuation in the Certification Process
          • Restoration to Active Status
          • Reciprocity
          • International Guest Educator
          • Permission for the Use of a Student’s Clinical Materials
      • Professional Ethics Manual
        • Professional Ethics Commission Preface
        • Part I- Introduction
          • Mission, Vision and Values of ACPE
          • Professional Ethics Commission (the “Commission” or PEC)
        • Part II--Processing Complaints of Ethics Code
          • I. Where to Begin
          • II. Complaint Basics
          • III. Time Limits for Filing Complaints
          • IV. Particular Reporting Implications for ACPE Members
          • V. Complaints Against Former ACPE Members
          • VI. Member Who Defaults on Process
          • VII. Bias or Conflict of Interest
          • VIII. Confidentiality
          • IX. The ACPE/APC Ethics Collaboration
          • X. The Initial Review Panel
          • XI. Processing Complaints Through Mediation
          • XII. The Investigative Phase
          • XIII. Fact Finding/ Hearing Panel
          • XIV. Notification of Findings and Action for Hearing & Appeals Process
          • XV. Appeal Process
          • XVI. Sanction Review
          • XVII. Emergency Suspension of Credentials
          • XVIII. Release of Information During a Process
          • XIX. Records Retention
        • PEC Appendices
      • Accounting and Financial Procedures Manual
        • Introduction
        • Purpose of the Manual
        • Finance and Accounting Responsibilities
        • Budget
        • Reserves
        • Annual Dues and Other Fees
        • Financial Statement Presentation and Distribution
        • Bank Reconciliation
        • Audit
        • Accounts Payable
        • Cash Disbursements
        • Corporate Credit Cards
        • Expenditure Approvals
        • Traveler’s Responsibilities – Volunteers, Speakers and ACPE Staff
        • Driving for ACPE Policy
        • Travel Advances
        • Expense Reimbursement – Volunteers and ACPE Staff
        • Contracts and Purchase Orders
        • Bids and Purchase Orders
        • Sensitive Data Security
        • Records Retention and Destruction
        • Appendices
          • Appendix A: Financial Standing Policy
          • Appendix B: Certification Fees
          • Appendix C: Conference Accounting Policies
          • Appendix D: Records Retention Schedule
      • Community of Practice Development Guide
        • Acknowledgements
        • Prologue
        • Introduction
          • What is a Community of Practice?
          • Core Purpose Statement
          • The Architecture of a Community of Practice
        • Communities of Practice in ACPE
          • ACPE’s Definition for Community of Practice
          • Fundamental Elements of an ACPE Community of Practice
          • Goals and Operating Principles of an ACPE Community of Practice
          • Leadership Roles within an ACPE Community of Practice
          • Maintenance of an ACPE Community of Practice
          • Evaluating the Health of an ACPE Community of Practice
          • Participation
          • Sharing Knowledge with ACPE
        • Roles and Support Within ACPE
          • ACPE Professional Well-Being Committee
            • What is the charge of the Professional Well Being Committee of ACPE?
            • How Does the Professional Well Being Committee Oversee the CoP Process?
              • Registration as an ACPE Community of Practice
              • Funding Requests for Communities of Practice
              • Ongoing Support and Annual Reporting
          • ACPE Office Team
        • Designing the ACPE Community of Practice
        • Maintaining the ACPE Community of Practice
        • Closing of an ACPE Community of Practice

      Accounting and Financial Procedures Manual

      A Manual of the ACPE Finance and Audit Committee

      Approved by the Board of Directors; Effective May 2018

      Table of Contents

      Introduction
      Purpose of Manual
      Finance and Accounting Responsibilities
      Budget
      Annual Dues and Other Fees
      Reserves
      Financial Statement Presentation and Distribution
      Bank Reconciliation
      Audit
      Accounts Payable
      Cash Disbursements
      Corporate Credit Cards
      Expenditure Approvals
      Traveler’s Responsibilities – Volunteers, Speakers and ACPE Staff
      Travel Advances
      Expense Reimbursement – Volunteers and ACPE Staff
      Contracts and Purchase Orders
      Bids and Purchase Orders
      Sensitive Data Security
      Records Retention and Destruction Policy

      Appendices

      PEC Appendices
      Introduction
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