A National Resource to Support Excellence in Community Action

Module 6: Policymaking


Striving for Excellence: An Annotated Resource Guide for CAA Boards

Module 6: Policymaking

Module 6 Overview

The board’s responsibility for operations consists of establishing policies and procedures that define how the organization will do its business in key activities. These policies and procedures must incorporate the requirements of local, state, and federal laws, state and federal administrative codes, as well as the guidelines for specific programs and the terms established in contracts and memorandums of agreement.

One or more board committees should have responsibility for regular review and updating of policies and procedures. The advice, assistance, or review of experts in the areas of operations addressed in each set of policies and procedures should be sought. The board must periodically verify that policies and procedures are being completely and consistently applied. The board committee responsible for each set of policies and procedures needs to receive information upon which it can make that judgment.

Board responsibility for policies and procedures was addressed extensively in Mastering Community Action Financial Management and Administrative Governance, which can be accessed by following the links listed below.

A. FISCAL POLICIES & PROCEDURES

See Mastering Community Action Financial Management and Administrative Governance: Unit 2.C – Financial Policies and Procedures.

B. EMPLOYMENT POLICIES & PROCEDURES

See Mastering Community Action Financial Management and Administrative Governance: Unit 2.D – Personnel Policies and Procedures.

C. SAFETY POLICIES & PROCEDURES

1. Authority and Guidance

OSHA Law and Regulations and Workplace Poster (required by law) – Occupational Safety & Health Administration, U.S. Department of Labor

5 Ways a Safe Workplace Cuts Costs (The Nonprofit Times, August 2011) – Melanie Lockwood Herman, Executive Director of the Nonprofit Risk Management Center

2. Tools for Safety Policies and Procedures

Workplace Safety Toolkit – Nonprofit Risk Management Center
Includes Workplace Safety Quiz, Workplace Safety Tutorial, The Foundation for Workplace Safety, Building an Effective Workplace Safety Program and provides Best Practices, Checklists, Fact Sheets, Sample Policies, and Tip Sheets

3. Examples of Safety Policies and Procedures

Safety Manual – Community Action Partnership of Mid-Nebraska

D. DATA SECURITY POLICIES & PROCEDURES

Applies to overall data security although focusing on financial information - see Mastering Community Action Financial Management and Administrative Governance: Unit 8.B – Data Security.

E. DISASTER/EMERGENCY PREPAREDNESS POLICIES & PROCEDURES

See Virtual CAP Resource Information – Emergency Preparedness and Disaster Relief.

F. SUCCESSION POLICIES & PROCEDURES

See Mastering Community Action Financial Management and Administrative Governance: Unit 3.C.5 – Contingency Planning and Virtual CAP Resource Information – Succession Planning and Emerging Leadership.

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