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
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
Conflict of Interest policy
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

← Sample Peer Review Site Visit Agenda | Step 7: Receive Accreditation Determination →


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