Following are the documents that need to be available in the Resource Room for the Peer Review Team.
| Basic Info | ||
|---|---|---|
| ✓ | Document | Notes |
| Articles of incorporation (all organizations) | ||
| 501c3 determination letter (nonprofit organizations) | ||
| List of staff and key peer leaders, including titles | ||
| Organizational chart | ||
| Most recent annual report | ||
| Audited financial statements | ||
| Certificate of Occupancy (C of O) for each site | ||
| Recovery Principles, Culture, and Climate | ||
| Mission, vision, and values statement(s) | ||
| Examples of flyers, brochures, or announcements of activities/workshops you have conducted in past year. | ||
| Meeting minutes or notes that document participatory process | ||
| Ethical Framework for Service Delivery | ||
| Code of Ethics | ||
| Ethics orientation manual | ||
| Agenda and learning objectives for ethics training | ||
| Ethics policies/procedures | ||
| Confidentiality policies/procedures | ||
| Ethics Committee or Workgroup meeting minutes | ||
| Guidelines for setting and maintaining peer boundaries | ||
| Sign-off ethics and boundary pledge form | ||
| Peer Leader Development | ||
| Job descriptions for key peer leader roles | ||
| Recruitment plan | ||
| Staffing plan | ||
| Peer leaders policy manual | ||
| Peer leader orientation and training materials | ||
| Certificate of Training Completion | ||
| Background check policies and procedures | ||
| Peer Leader application form | ||
| Self-care materials | ||
| In-service training agendas | ||
| Peer Supervisor Development | ||
| Peer Supervisor job description | ||
| Peer Supervisor training manual or course description | ||
| Peer supervision guidelines and/or protocols | ||
| Peer Supervision log or notes | ||
| Peer Supervision agenda | ||
| Governance | ||
| List of board of directors, including officers and committee chairs (with brief bios) | ||
| Most recent board of directors agenda and meeting minutes | ||
| List of advisory board members (with brief bios) | ||
| Most recent advisory board agenda and meeting minutes | ||
| Board Policies and Procedures: | ||
| Board job descriptions | ||
| Bylaws | ||
| Conflict of Interest policy | ||
| Other | ||
| Most recent strategic or long-range plan | ||
| Board training agendas | ||
| Management Systems | ||
| Financial policies & procedures | ||
| Risk management plan | ||
| Other applicable plans (e.g. crisis management, safety plan) | ||
| Human resource/ personnel policies | ||
| Volunteer management policies | ||
| Sample timesheets | ||
| Policies on record keeping and confidentiality | ||
| Agenda for training on confidentiality/ recordkeeping | ||
| Peer Support Capacity: Core Competencies | ||
| Sample programming calendar | ||
| Brochure, flyer, or other participant material that describes your PRSS | ||
| Recovery planning/recovery capital templates | ||
| Outreach plan | ||
| Agreements or memoranda of understanding for key partners | ||
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