Appendices - ACPE Manuals - 2016/2020

Cover Page
Using The Manuals
Updates to the Manuals
Definition of Terms
Standards Manual
- 100 Standards—Code of Professional Ethics for ACPE Members
- 200 Standards—Complaints
- 300 Standards—Accreditation
- 400 Standards—Certification
- Standards Appendices
Accreditation Manual
- Preface
- Part One: Introduction
- Part Two: ACPE Accreditation
  - I. Accreditation Policies and Procedures
  - II Workbook-Applying for/Maintaining Accredited Member Status
- Part Three: Accreditation Appendices
NEW PROCESS: 2020 Accreditation Manual
- Introduction to the New Accreditation Process
- Substantive Updates to the New Accreditation Manual
- Using the Manual
- The Accreditation Process
- ACPE Standards and Portfolio Expectations
- Required Center Policies & Procedures
- Supporting Documents and Procedures
- The Accreditation Commission
- Accreditation Commission Forms
- ACPE Organizational Structure
- Definition of Terms for the Accreditation Process
  - ACPE Related Terms
  - Educational Terms
OLD Certification Process Manual
- Certification Preface
- Part One: Introduction
  - Mission, Vision and Values
  - ACPE Certification and the Certification Commission
- Part Two: ACPE Certification Process
- Part Three: Workbook for Certification Processes
- Part Three: Certification Appendices
NEW CERTIFICATION PROCESS MANUAL
- Certification Preface
- Part I: Introduction
- Part II: Admissions Process
- Part III: The Certification Process
- Part IV: Post Certification
- Documents and Other Processes
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
- 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

Appendix A Financial Standing Policy
Appendix B Certification Fees
Appendix C Conference Accounting
Appendix D Records Retention Schedule

Records Retention and Destruction

Appendix A: Financial Standing Policy