Organizational Standards Center of Excellence (OSCOE)

 

COE Developed Tools | Technical Assistance Guides and Webinars


COE Developed Tools

COE-developed Organizational Standards

  • Click here for the Private and Public CEE Standards side by side
  • Click here for the Private and Public CEE Standards separated

Self-Assessment Tools

  • Click here for the Self-Assessment Tool for Private CEEs in PDF
  • Click here for the Self-Assessment Tool for Private CEEs in Word
  • Click here for the Self-Assessment Tool for Public CEEs in PDF
  • Click here for the Self-Assessment Tool for Public CEEs in Word
  • Click here for our video on Accessing Community Commons and Using Comprehensive Community Action Needs Assessment Tools

State Assessment Tools

  • Click here for the State Assessment Tool for Private CEEs in PDF
  • Click here for the State Assessment Tool for Private CEEs in Word
  • Click here for the State Assessment Tool for Public CEEs in PDF
  • Click here for the State Assessment Tool for Public CEEs in Word

Glossary of Terms

Schedule of Actions

  • Click here for a Schedule of Actions - a checklist that divides the Private (nonprofit) COE-developed Organizational Standards by frequency of required actions (ongoing, annually, every 2 years etc.) (Click here for the Schedule of Actions as an Adobe fillable form.)

Organizational Standards and Community Action Boards 

  • Click Here to download a two page document that gives guidance on what changes (and what does not) under Organizational Standards. 

A 10 part series of short (15 minutes or less) videos have been developed that walk through the COE-developed CSBG Organizational Standards for Private (nonprofit) CEEs.  These videos review each of the 58 Standards and highlight how they relate to the oversight role of a Community Action board.  Use the link below to view the entire playlist, though they may be watched in any order, as a whole series or in part.

  • Click here to go to YouTube to view the videos for boards
  • Click here for a Schedule of Actions for Boards - a checklist that divides the Private (nonprofit) COE-developed Organizational Standards by frequency of required actions by the governing board.  In addition to containing all of the Organizational Standards that specifically call out the governing board, a list of related Standards is included. 

Tools for State CSBG Lead Agencies

  • Click here to download the TAP Tracking Template - sample cover form for documenting technical assistance plans.
  • Click here to download the State Assessment Template - guidance and examples on what a desk audit of CSBG Organizational Standards assessments may look like. 

Other Tools for CSBG Organizational Standards

  • Click here to download tools for helping document Standard 4.3 concerning implementation of the full ROMA cycle and the use of a ROMA Certified Trainer.  

Technical Assistance Guides and Webinars

Category 1 - Consumer Input and Involvement

  • To download the toolkit for Private CAAs, please click here
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 Webinar, please click here (NEW)
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)

Category 2 - Community Engagement

  • To download the toolkit for Private CAAs, please click here (REVISED 4/2016)
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 Webinar, please click here (NEW)
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)

Category 3 - Community Assessment

  • To download the toolkit for Private CAAs, please click here
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 Webinar, please click here (NEW)
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)

Category 4 - Organizational Leadership

  • To download the toolkit for Private CAAs, please click here
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 Webinar, please click here (NEW)
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)

Category 5 - Board Governance

  • To download the toolkit for Private CAAs, please click here
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 webinar, please click here (NEW)

Category 6 - Strategic Planning

  • To download the toolkit for Private CAAs, please click here (REVISED 10/2016)
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To download the slides from the Organizational Standards 2.0 webinar, please click here (NEW)

Category 7 -  Human Resource Management

  • To download the toolkit for Private CAAs, please click here(REVISED 10/2016)
  • To download the toolkit for Public CAAs, Please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To view our video HR Policy Push-Up: How to Pump Up Your Policy and Procedures Manual, please click here
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)
  • To download the slides from the Organizational Standards 2.0 webinar, please click here (NEW)

Category 8 - Financial Operations and Oversight

  • To download the toolkit for Private CAAs, please click here (REVISED 11/2015)
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To view CAPLAW's webinar on Cost Allocation: Red Flags and Remedies, please click here
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)
  • To download the slides from the Organizational Standards 2.0 webinar, please click here (NEW)

Category 9 - Data and Analysis

  • To download the toolkit for Private CAAs, please click here
  • To download the toolkit for Public CAAs, please click here
  • To view a recording of the webinar, please click here
  • To download the slides from the webinar, please click here
  • To view a recording of the Organizational Standards 2.0 webinar, please click here (NEW)
  • To download the slides from the Organizational Standards 2.0 webinar, please click here (NEW)