tab 11 ce information & region/district ce procedures · ce information & region/district...

CW: Region District/CE Program 3/07 - Revised

TAB 11 CE INFORMATION & REGION/DISTRICT CE PROCEDURES

NASW EXECUTIVE DIRECTOR REPORTS &

MISCELLANEOUS REPORTS

Procedure Manual for Region/District/Council Continuing Education Workshops

Guidelines for District Development and Meeting Planning


WASHINGTON STATE CHAPTER NASW

Procedures and Forms for

Rev. March 2007

PROCEDURE MANUAL FOR NASW

REGION/DISTRICT/COUNCIL CONTINUING EDUCATION PROGRAM And

District Development Guidelines


TABLE OF CONTENTS

Procedures ..................................................................................................................... 3-4

Highlights of the New Licensure Bill ......................................................................................... 5

Continuing Education Content and Presenter Criteria ................................................................ 6-7

Instructor Application .............................................................................................................. 8-10

Event Budget Sheet .............................................................................................................. 11

Event Accounting Report ....................................................................................................... 12

Staff Support Request Form .................................................................................................. 13

Sample CEU Certificate .......................................................................................................... 14

Sign in Sheet ................................................................................................................... 15

Reimbursement Request Form ............................................................................................... 16

Sample Workshop Evaluation Form ........................................................................................ 17

District Development & Meeting Planning Guidelines ............................................................... 18

Helpful Hints ................................................................................................................... 19

Guidelines ................................................................................................................... 20

Suggested Meeting Agenda & Sample Phone Script ................................................................. 21

Events and Project Ideas ....................................................................................................... 22

Financial Policies ................................................................................................................... 23-24


REGION/DISTRICT/COUNCIL

CONTINUING EDUCATION WORKSHOP

PROCEDURES FOR NASW

Choosing the Topic and Presenter(s) Region/District/Council leadership has primary responsibility for selecting topics and presenters who meet

the criteria set by NASW Continuing Education Committee (enclosed). Contracts and/or letters of

agreement will be the responsibility of the group holding the event.

The workshop presenter will complete the enclosed “Instructor Application” and return it to the

Region/District/Council event coordinator. This application, with other required materials listed below, must

be sent to the chapter office by the Region/District/Council event coordinator within two weeks of the completion of the event.

Selecting the Site and Date

Region/District/Council leadership has responsibility for selecting the date and event site that

must meet ADA accessibility requirements.

Dates should be selected so as not to conflict with other NASW events in the same geographic

area, to the greatest degree possible.

Setting Registration Fees and Processing Registrations

Region/District/Council leadership has responsibility for setting fees, obtaining a registration form and

collecting fees from each attendee.

Registration fees are determined by developing a budget (enclosed). This fee will be collected either by

pre-registration or on-site registration. The Region/District/Council may charge an additional fee. Groups

are encouraged to charge additional fees with the purpose of building a reserve to fund ongoing programs.

All monies collected for an event must be sent to the Chapter for deposit within two weeks after the event.

Checks are preferred and should be made out to NASW.

Sign In Sheets, Registration Forms, evaluations, income and invoices will be submitted to the Chapter Office

within 14 days of the event.

Marketing/Promoting the Event

Promotional materials are the responsibility of the Region/District/Council holding the event. A camera-

ready flyer can be sent to the Chapter where it will be copied, printed and mailed. These costs should be computed as part of the overall event cost.

Mailing labels for NASW members can be obtained through the chapter office.

Articles may be submitted to the Currents for publicizing the event at no cost.

The publicity materials must include the following information: The statement “This workshop has been approved by Washington State Chapter, NASW, for

#_____ Continuing Education Units - Provider #1975-25”.

Registration Lists, Sign-In Sheets, Evaluation Forms, Certificates

The Chapter Office Staff will provide a master copy of the event budget form, registration forms, sign-in sheets,

evaluations and certificates of attendance. These masters may be copied and used for each event, with the Region/District/Council completing specific event information for each occasion. (Enclosed)


Presenter Handout Materials Payment for copying course materials is the responsibility of the Region/District/Council and should be budgeted

accordingly.

Continuing Education Certificates of Attendance

Certificates should be distributed on site at the end of the program, after participants return their completed evaluation forms. The Region/District/Council representative/chair should sign the certificates.

Administering the Event On Site

Region/District/Council leadership has primary responsibility to administer on site logistics, with volunteer assistance provided by the host group, as necessary. Region/District/Councils leadership will identify members

to assist with sign-in, introductions, and collection of evaluation forms, distribution of CE certificates at the end

of the program.

Revenue and Expenses All revenue and invoices must be submitted to the chapter office within two weeks of the event. The

Region/District/Council will receive credit for all revenue received from an event (through the Chapter’s

bookkeeping system) and the Region/District/Council's budget will be used for payment of all event expenses.

Documentation and Record keeping Chapter staff has ultimate responsibility for documentation and record keeping of all continuing education

events. Region/District/Council leadership will return required documentation

Materials needed by the Chapter office within 14 days upon completion of the event:

Instructor application and supporting materials.

All income, registration forms, sign-in sheets and evaluations.


HIGHLIGHTS OF THE NEW LICENSURE BILL.

Complete Bill Can Be Found on the Internet at www.wa.gov

ESSB 5877 licenses social workers at two levels: Licensed Independent Clinical Social Worker (LICSW),

and Licensed Advanced Social Worker (LASW), and Licensed Mental Health Counselors and Licensed Marriage

and Family Therapists.

LASW requirements The requirements for the Licensed Advanced Social Worker (LASW) are designed for social workers that

use independent judgment but practice in settings where they have direct supervision. The eligibility requirements for this license include:

Graduation from a master or doctorate social work education program accredited by the Council on Social Work Education and approved by the secretary based upon nationally recognized standards;

Successful completion of an approved examination (the ASWB advanced or clinical exam); 3200 hours of post-graduate supervised experience over a two-year period;

90 supervision hours must include:

40 hours in one-to-one supervision; 50 additional hours may be in either one-to-one or group supervision with a LICSW or LASW

40 of these hours may be through distance supervision with a LICSW, LASW or other equally qualified licensed mental health practitioner;

800 hours of experience must be in individual client contact; Successful completion of continuing education requirements of thirty-six hours, with six in professional

ethics.

LICSW requirements

The requirements for the Licensed Independent Clinical Social Worker (LICSW) (third party payment eligibility) are:

Graduation from a master's or doctorate social work education program accredited by the Council on Social Work Education and approved by the secretary, based upon nationally recognized standards;

Successful completion of an approved examination (the ASWB clinical exam); 4000 hours of post-graduate supervised experience over a three-year period;

130 supervision hours must include: 70 hours with a licensed independent clinical social worker (LICSW);

60 with an equally qualified licensed mental health practitioner (or LICSW);

60 of these hours must be in one-to-one supervision; 70 of these hours may be in one-to-one or group supervision;

Distance supervision is limited to sixty supervision hours. Successful completion of continuing education requirements of thirty-six hours, with six in professional

ethics.


REGION/DISTRICT/COUNCIL

CONTINUING EDUCATION WORKSHOP

CONTINUING EDUCATION

CONTENT AND PRESENTER CRITERIA A. Eligibility for Provider status:

Individuals, agencies, organization, training centers who want to have their courses, workshops or

conferences qualify for NASW Continuing Education approval, must submit an application with supporting materials for review and approval prior to advertising NASW’s approval.

B. Course Content Requirements

A provider shall ensure that the content of a course shall be relevant to social work, mental health or

marriage and family practice. The content of a course shall be related to direct or indirect patient/client care or other areas of social work practice such as research, community organization,

administration/supervision, and policy planning and advocacy. 1. Direct patient/client care courses cover specialty areas of therapy, e.g., theoretical frameworks for

clinical practice, assessment, diagnosis and intervention techniques with individuals, couples, families, groups, case management, chemical dependency, multicultural issues, etc.

2. Indirect patient/client care courses cover pragmatic aspects of clinical practice (e.g., legal or ethical

issues, consultation, record keeping, insurance risks and benefits, managed care issues, research obligations, supervision, and client advocacy with internal and external systems.)

3. Other social work continuing education courses may cover mezzo and macro levels of social work practice such as research, community organization, administration/supervision, policy planning and

advocacy training. These areas of practice may not be directly or indirectly related to individual

clients but are part of the broader social work systems approach to person-in-environment as influenced by organizations, larger communities, social structures, and socio/economic/political

conditions. These courses may be structured more generally or otherwise differently than direct/indirect practice modules, but must still incorporate diversity content and advanced training

at the post graduate level. 4. The course must be at least one hour (60 minutes) in length.

5. A provider shall ensure that a course has specific objectives that are measurable and that an

evaluation mechanism is used at the end of the course. 6. Courses shall be designed for an individual who is entering the profession, at post-graduate level.

C. Scope of Practice

Issues of diversity as it relates to the subject matter must be included in the content of the

program.

The course must be at least one hour (60 minutes) in length.

A provider shall ensure that a course has specific objectives that are measurable and that an

evaluation mechanism is used at the end of the course. Courses must be designed for individual at the post-graduate level.

1. Licensed social work involves direct and indirect practice at the micro, mezzo, and macro levels, including:

the professional application of social work values, principles and methods by individuals trained in

accredited social work graduate programs; knowledge of human development and behavior, including biological, psychological and social

development;

knowledge of social systems and social resources;

support and enhancement of biopsychosocial strengths and functioning;

organizational, community, and policy practice to influence systems and social conditions:

an adherence to the code of ethics of NASW and the Clinical Social Work Federation;

knowledge of and sensitivity to human diversity, including ethnic minority populations.


Social work practice includes, but is not limited to:

evaluation, assessment and treatment of psychopathology, including mental and emotional

disorders and developmental disabilities, and other issues of adjustment, coping, and recovery due to illness or injury, trauma, abuse/neglect, violence, crisis, family conflict, chemical dependency,

legal difficulties, discrimination, or other problems affecting individual or family well being ; consultation and clinical supervision;

case management

psychotherapy and counseling* with individuals, couples, families and groups;

prevention and educational services;

administration, supervision and organizational practice;

policy analysis, development, planning, advocacy, and decision making;

research;

community assessment, mobilization, organizing, alliance and coalition building.

2. Practice of Marriage and Family Therapy

The practice of marriage and family therapy is that aspect of counseling* that involves the

rendering of professional marriage and family therapy services to individuals, couples and families, singly or in groups, whether such services are offered directly to the general public or through

organizations, either public or private, for a fee, monetary or otherwise; "Marriage and family therapy" means the diagnosis and treatment of mental and emotional

disorders, whether cognitive, affective, or behavioral, within the context of marriage and family

systems.

Marriage and family therapy involves the professional application of family systems theories and

techniques in the delivery of services to individuals, couples, and families for the purpose of treating such disorders.

3. Licensed Mental Health Counseling Practice:

That aspect of counseling* that involves the provision of professional mental health counseling

services to individuals, couples, and families, singly or in groups, whether the services are offered directly to the general public or through organizations either public or private, for a fee, monetary

or otherwise;

"Licensed mental health counseling" means the application of principles of human development,

learning theory, group dynamics, and etiology of mental illness and dysfunctional behavior to individuals, couples, families, groups, and organizations, for the purpose of treating mental

disorders and promoting optimal mental health and functionality; Licensed mental health counseling also includes, but is not limited to, the assessment, diagnosis,

and treatment of mental and emotional disorders, educational techniques developed to prevent

such disorders, as well as the application of a wellness model of mental health.

D. Requirement: An instructor teaching a course must have at least two of the following minimum

qualifications: 1. A license, registration, or certificate in an area related to the subject matter of the course. The

license, registration, or certificate shall be current, valid, and free from restrictions due to disciplinary action by this board or any other health care regulatory agency;

2. A master’s or higher degree from an educational institution in an area related to the subject matter

of the course; 3. Training, certification, or experience in teaching subject matter related to the subject matter of the

course; or 4. At least five years’ experience in an area related to the subject matter of the course.

* Social Work Scope of Practice


The State of Washington defines "counseling" as any therapeutic techniques, including but not limited

to social work, mental health counseling, marriage and family therapy, and hypnotherapy, employed for a fee that offer, assist, or attempt to assist an individual or individuals in the amelioration or adjustment of mental,

emotional, or behavioral problems, and includes therapeutic techniques to achieve sensitivity and awareness of self and others and the development of human potential.


NASW REGION/DISTRICT/COUNCIL

INSTRUCTOR APPLICATION GUIDELINES (To be completed by the Instructor)

Application Procedure Send one (1) copy of the course application and supporting documents to the Region/District/Council contact person.

Please be sure to answer all questions and submit all materials requested.

CE APPLICATION GUIDE

Cover Sheet I. Course Information A/B. Course Title & Description should be engaging to promote interest in the class. The Course Description may be used in the course syllabus and promotional materials. Region/District/Councils reserve the right to edit for length and clarity. C. Course Level – be sure to identify which level. D. Total Instructional Time – According to DOH regulations credit hours must directly relate to actual hours of instruction. Sixty (60) minutes of instruction is equal to one credit. Credit will not be offered for programs less than 30 minutes (.50) in length. l All breaks must be subtracted when calculating the total instructional time for the course application. E. Credits will be assigned in units of whole or half-hours. II. & III. Primary and Secondary Instructor Information. Please complete all information in this section. For courses where more than one instructor is utilized, one person must be identified as the primary instructor. The

Primary Instructor is responsible for the overall material and ensuring that its presentation conforms to the stated goals and objectives. IV. Course Material Course requirements are outlined in the enclosed material, both DOH regulations and NASW policy. Please read carefully.

A vita or resume can be any document listing education, training, scope of practice or licensure, experience, workshops, presentations or papers to support competence in the subject matter being presented. All materials requested must be included in the application package. Pease use the checklist below.

instructor’s vitae or resume (all presenters)

copy of current professional license OR if not licensed, documentation of non-licensed work experience

biographical statement of 100 words or less for marketing purposes

description of the course (100 words or less)

course outline

measurable objectives

audio/visual materials used V. Authorization Please read all materials attached to this application and sign the application Ethic Background – Diversity NASW is committed to seeking diversity and multi-cultural inclusion of instructor and content in its professional development programming.


NASW

National Association of Social Workers, Washington State Chapter 206-706-7084

522 N. 85th St. 206-706-7085 FAX

Seattle, WA 98103 [email protected]

INSTRUCTOR APPLICATION

Cover Sheet Failure to complete this application and submit all requested materials will result in the return of the application

without review. A separate course form is required for each course. All materials, including cover sheet, must be

typed.

I. Course Information

A. Workshop Title: ______________________________________________________________________

______________________________________________________________________________________

B. Course Description (limit to 100 words) For brochure use.

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

C. Course Level (choose one that your materials best represent)

Introductory (for those new to this topic)

Intermediate (for those with some experience in this topic)

Advanced (for those with extensive experience in this topic)

D. Total Instructional Time (60 minutes instruction per credit) _____________

E. Have you taught this course before? yes no

If yes, when and where? ________________________________________________________________

_______________________________________________________________________________________

If no, list pertinent qualifications for teaching this course on a separate page.

II. Primary Instructor Information

A. Name _________________________________________________________License _______________

Address___________________________________City___________________State_____Zip___________

Day Phone _____________ Evening Phone______________ Fax # ______________ Email_____________

B. Have you ever taught a class for Washington NASW? no yes year __________

C. Are you a member of NASW? yes Mbr. # ____________ no

D. Workshop is developed for (check as many as applies): Licensed social workers _____

Licensed marriage & family counselors _____ Licensed mental health counselors _____


III. Secondary Instructor Information (if applicable)

A. Name _________________________________________________________License _______________

Address___________________________________City___________________State_____Zip___________

Day Phone______________ Evening Phone______________ Fax # ______________ Email_____________

B. Have you ever taught a class for NASW? no yes year ____________

D. Are you a member of NASW? yes Mbr. # ____________ no

IV. Course Materials

Please enclose the following documents with a separate heading for each item.

course outline, include how the topic of diversity or cultural competence will be covered in the course

materials

measurable objectives

instructional methods

audio/visual materials needed

instructor’s vitae or resume: include professional license, if any, and detailed work experience, especially as it

relates to the subject being presented

V. Authorization

I certify that the preceding statements and the enclosed documents are true. I understand that any false statements

may result in the revocation of course approval.

Primary Instructor ____________________________________________________ Date_____________________

RETURN APPLICATION TO:

NASW, Washington State Chapter

522 N. 85th St.

Seattle, WA 98103

FOR OFFICE USE ONLY: approved ____ denied ____ date _________ #_________

Reason (if denied): ____________________________________________________________

Approved by: _________________________________________________________________

Comments: __________________________________________________________________


NASW/WASHINGTON STATE EVENT BUDGET SHEET This worksheet will provide you with the information you need to set your registration fee.

EVENT TITLE:______________________________________________________________

LOCATION:_____________________ SPONSORING GROUP_________________________ DATE OF EVENT:_________________ NUMBER OF PARTICIPANTS EXPECTED:___________

Event Income: Estimated Actual Expense

Registration

Underwriting (grants, sponsorships, gifts, etc.)

Other

Total Income

Event Expenses Estimated Actual Expense

Speaker Costs

Honoraria

Travel

Hotel

Meals

Other Costs

Promotional Costs

Printing (by Staff) # pages x .02

Printing (professional) (get an estimate)

Postage 1st Class @ .34; Bulk @ .11 (200 min)

Brochure layout (by staff/no charge) (Other - get estimate)

Advertising (Currents – no charge) Other – get an estimate

Mailing labels (by staff @.01 ea) Others – get an estimate

Material Costs

CEU Processing (Chapter’s Fees)

1-15 16-25

Over 25

$15 $21.75

$21.75 + .25 over 25

Handouts

Audiovisual equipment

Misc. supplies

Meals/rooms

Room rental

Meals

Coffee breaks/snacks

Telephone

Transportation reimbursement

Other

Total Expenses

To Determine Registration Fee: Total Expenses ./. minimum # of participants expected = $

(Cost per participant or registration fee) Cost per participant + desired profit = $ ____________ (registration fee)


Total Profit/Loss (Income minus expenses) = $ ___________

EVENT ACCOUNTING REPORT (Please submit to Chapter Office within 2 weeks after the event.

Include checks & cash)

Region/District/Council Name _______________________________________________

Date of Event _____________________________ Fee(s) for event ________________

Person Preparing Report __________________________________ Date ____________

# attending Fee Fee Cash Total Check Total Total Recvd

Total Enclosed $ $ $

EVENT ACCOUNTING REPORT (Please submit to Chapter Office within 2 weeks after the event.

Include checks and cash.)

Region/District/Council Name _______________________________________________

Date of Event _____________________________ Fee(s) for event ________________

Person Preparing Report __________________________________ Date ____________

# attending Fee Fee Cash Total Check Total Total Recvd

Total Enclosed $ $ $


STAFF SUPPORT REQUEST FORM

Must be received at least 30 days before the event.

Please Print

Region/District/Committee _____________________________________________________ Name & position of person making request _____________________________________________

Address ______________________________________ City __________________ Zip _________ Day Phone ____________________ Fax __________________ Email ______________________

Request for: Labels only Copying Mailing Other

________________________________________________________________________________

Brochure/Mtg Notice Layout (Enclose original or if you wish staff to do the layout, a typed draft. Keep

text to 1½ pages (8 ½ x 11). Mailings will be done as a flyer or brochure.

Do you want to mail to the entire Region? Yes No

If not, provide City or range of zip codes you want to reach ______________________________

Mail by: 1st Class Bulk (200 & over)

Costs for postage, mail house services, copying, etc will be charged to your budget account. See Event

Budget Sheet for costs. Mailing Information:

All mailings over 200 pieces will be sent by bulk mail ($.11 ea)

200 piece minimum required for bulk mail and this may only be done from the Chapter office

Bulk mail may take up to ten days to be delivered

Title of Event/Workshop ____________________________________________________________

Date of event ____________________________ (Minimum of 4 weeks before event is needed for a mailing) Location

________________________________________________________________________________ Length of time ________________________ # CEUs _______ (60 min +1 CEU)

Project or activity description ________________________________________________________ Co-Sponsor Name (if any) and address ________________________________________________

________________________________________________________________________________

Phone _____________________

Signature of event chair ___________________________Phone ____________ Date ________

Signature of Region or District Chair _______________________________ Date _____________

RETURN THIS FORM TO:

NASW WASHINGTON STATE CHAPTER 522 N. 85th St, Suite #B100, Seattle, WA 98103

206-706-7084, 206-706-7085 fax, email [email protected]

*****************************(For office use)*******************************

Date request received _____________________ Account # ________________

Approved by Executive Director ___________ Date completed ___________________


National Association of Social Workers

Washington State Chapter 522 N. 85th St., Suite #B100, Seattle, WA 98103

206-706-7084, 206-706-7085 fax

NASW Provider Number: 1975-25

Continuing Education Units Certificate

Date(s): December 7, 2001

Title of Course: “Washington State Licensure Law”

NASW Sponsor Group: Washington State Chapter

INLAND EMPIRE REGION

Continuing Education Credits approved for: 1.5 hours

Licensed Social Worker

Licensed Marriage & Family Counselor

Licensed Mental Health Counselor

NAME: _______________________________________________________________

ADDRESS: _____________________________________________________________

I hereby certify that the above named participant attended this conference

______________________________________

Diane Hermanson, Region Rep/Coordinator

This certificate must be retained for a period of one year after re-licensure.


__________________ REGION

Sign in sheet for continuing education event ______________________________ (date)

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

NAME

ORG

ADDRESS

CITY/ZIP

DayPhone

EMAIL

AMT PD

check/cash

CW:Region District/CE Procedures 08/23/16 –

NASW WASHINGTON STATE CHAPTER Reimbursement Request Form

Date ___________________ Amount Requested _______________ Code# _____

Check to be made out to _________________________________________________________

Address ____________________________________ City _________________ Zip __________

Reason for request ______________________________________________________________

_____________________________________________________________________________

Signature _____________________________________________________________________




Address ____________________________________ City _________________ Zip __________


_____________________________________________________________________________

Signature _____________________________________________________________________




Address ____________________________________ City _________________ Zip __________


_____________________________________________________________________________

Signature ____________________________________________________________________


NATIONAL ASSOCIATION OF SOCIAL WORKERS Washington State Chapter

WORKSHOP EVALUATION

Please score the following items using this 5-point scale (5 is high and 1 is low): Excellent Very Good Good Fair Poor

5 4 3 2 1

To what extent did the presenter:

_____ provide an advanced practice orientation

_____ provide a specific, clearly defined knowledge and set of skills for the topic

_____ have mastery of the workshop content

_____ make valuable use of audio/visual aids and handouts

_____ respond to the group’s needs, questions

_____ use interactive teaching methods, when relevant to the material

_____ show skill in presenting material to an adult audience

_____ address diversity issues

Would you attend another program on a similar topic given by this presenter? Yes No

Would you recommend this program to others? Yes No

Would you attend an intensive knowledge/skill building workshop on the same topic? Yes No

What were the most impressive aspects of this program? __________________________________

________________________________________________________________________________

What were the least impressive aspects of this program? _________________________________

________________________________________________________________________________

Please suggest presenters and program topics of interest that you would attend, if offered (phone #s

would be helpful___________________________________________________________________

________________________________________________________________________________

________________________________________________________________________________

Comments: ______________________________________________________________________

________________________________________________________________________________

Please turn this in at the end of the workshop.


WASHINGTON STATE CHAPTER NASW

Format Guidelines for

DISTRICT DEVELOPMENT & MEETING PLANNING

Developed by:

Susan Reynolds and Mike Hays Puget Sound Representatives

March 1999


Helpful Hints for Region and District Development

Development of Districts according to bylaws Article X, B.4

I. Role of the Region Representative to Districts

A. Consult with District Chairs on the development of activity at the District level; B. Seek input from District Chairs regarding local problems and concerns. For example: employment

changes in the area, declassification, service issues to local clients, policy, etc.

C. Secure and report feedback on legislative activity to the Board and VP Political and Social Action. D. Consult with District Chairs on the development of recruitment and retention activities.

II. Organization and Structure

A. Local Districts are designated geographical areas established within Regions for the purpose of developing and implementing program and professional activities consistent with the bylaws, policies

and priorities of the Board of Directors of the Chapter and NASW.

B. Any group of members in one city, county, group of cities, group of counties, metropolitan area or workplace, may petition the Region Representative to be recognized as a local unit. Boundaries of

local districts must be defined and approved by the Board. All NASW members within the boundaries will be considered members of that District.

C. District Governing Committees shall be established to consist of a Chair and two Program Activity

members. These positions will be filled by a vote of District members. D. Recommend that elections be held at least every two years in the spring at a regularly scheduled

District meeting or by ballot. Advance notices must be publicized in that meeting’s notice. New officers take office on July 1st.

E. Each District is encouraged to schedule programs and activities that meet the needs of its members. Financial start up assistance may be requested from the Region allocation if available in the budget.

(See Chapter Financial Policy and Procedures, IV.5 and Recapture Policy, VI) F. All District activities are expected to be self-supporting through their own sponsored fund raising

projects.

G. Districts within the Region may raise funds for their exclusive use. The bookkeeper shall earmark a District’s funds exclusively for its use, subject to the Chapter’s fiscal policies and controls.

H. Meetings must be regularly scheduled and, when possible, should be held at the same location. In

addition to presenting programs and guest speakers, meetings should include: Region Representative’s report, financial report and other pertinent Chapter news, especially LAC

information. I. Where it becomes evident to the Region Representative that a District has become inactive, as

measured by no regular meetings being held or brought to staff attention, in carrying forward its program, it is the responsibility of the Region Representative to declare vacant position(s) and call for

the positions to be filled via a local vote.

III. Responsibilities of the District Governing Committee

In order to encourage the highest level of membership participation in Districts, the Governing Committee will hold regularly scheduled meetings, appoint committee chairs and encourage program activities.

Additional responsibilities may include:

A. Reporting/securing feedback on legislative activity to the Region Representative or LAC Chair. B. Communicating with membership regarding Region and Chapter activities;

C. Representing NASW at various social, professional or political functions as appropriate; D. Maintaining contact with local and state officials within the District’s geographical area;

E. Conducting membership recruitment and retention activities and;

F. Convening local program meetings on practice, education or social issues of concern to members.


GUIDELINES

PLANNING CALENDAR – For a 2 hour Meeting

Five (or more) weeks before the event 1. Make your decision about what kind of program will draw the greatest attendance and be the most

beneficial to the District membership.

2. Prepare an "event budget" and submit to Chapter office for start up funds to cover event. Check with the Region Representative regarding the status of the Region budget. The expectation is that

events will be self-supporting in the least and make some excess revenue to be used to support future District programs. Use the “Event Budget Sheet” when developing your program.

3. Give the information about your event to the Chapter Office before the Currents deadlines. Set date and time and general area (within your district)

4. Locate and reserve ADA accessible meeting place. Meeting in facilities that won't charge a fee can

contain costs. 5. Prepare an agenda for the meeting so it can be advertised.

6. Schedule speaker for a one-hour (1 CEU) program. See Table of Content in the front of this manual for instruction on how to develop a CE program.

a. To be able to give a continuing education credit for a one-hour professional presentation,

give your speaker the “Instructor Application” to complete so that you have it at least five weeks before the event.

b. Event coordinator is to complete the verification of event and submit it to the Chapter Office about five weeks before the event.

c. Speakers can be (if you have money in your budget) reimbursed for materials up to $10.00 by submitting a request with receipts. Speaker is to prepare his/her own copies.

d. Speaker mileage is reimbursable at $.31/mile (if you have money in your budget).

Four weeks before the event. 1. Flyer, camera ready, to Chapter office for copying and mailing. If you are unable to send it camera

ready, Chapter staff may be able to design your flyer, if given five weeks instead of four. 2. Obtain legislative information for meeting from the Vice President of Social Policy and Political Action

or from the Legislative Action Committee Chair.

3. Call all unit members and invite them personally. (See attached phone script) Three weeks before the event. ...

1. Copy "certificates", evaluation forms, sign in sheets and registration forms (see attachments that you can copy and use)

2. Confirm with the speaker and give him/her all logistical information.

3. Arrange for refreshments A week before the event.

1. Confirm with the facility and review that all preparations are made. Day of event or before

1. Set up room 2. Prepare/display refreshments (recommend coffee and tea at least, however "no

refreshments" may be requirement of meeting place and should be on flyer)

3. Review agenda 4. Collect fees at door (for CEUs and/or for other charges, if advertised).

5. Have attendees sign in. Indicate any fees paid. (See attached sign-in form) 6. Make an accounting for fees collected at the door.

7. Keep minutes (using "agenda" form and attaching copy of CE notes, handouts, LAC

notes, NASW meeting information & reports.)

Within 14 days after the event mail/hand in to the Chapter office. registration forms evaluations event accounting report

funds for deposit sign-in sheets


SUGGESTED MEETING AGENDA

7:00 – 9:00 PM

6:45–7pm Registration

Socialization/Networking

7:00-7:20 Call to order, welcome and announcements District chair introduces self

Welcome attendees "Our Agenda tonight includes:

announcements from NASW

your professional announcements and networking (for example, job openings at your agency, other CE events, etc.)

CE presentation or other speaker our ______________ district meeting

a short planning session evaluations and CE certificate handout

(Read NASW "Quarterly Announcements" list or introduce NASW representative to read.)

(Open floor for professional announcements requesting that speakers take only 1-2 minutes.) 7:20-7:55 District meeting (ideas)

Discuss activating NASW involvement at the District level.

What would increase NASW membership/involvement?

Request suggestions for future speakers, activities, events. (See Event/Project Ideas)

Distribute LAC information with legislator's names, phone #s, and addresses for members to

send letters and calls re: legislation. ID attendees legislative districts by zip code. (available from the LAC Chair).

Report on bills currently in the legislature

Identify any action that is being requested by the LAC Chair.

7:55-9:00 And now I'd like to introduce _______________ (name) who will present our continuing

education topic for this evening ________________ (topic) (Read short bio on speaker off of flyer.) (CE Presentation)

9:00 Collect evaluations; Hand out Continuing Education Certificates (if a CE event). ADJOURN

SAMPLE PHONE SCRIPT

Hi, my name is ________, calling on behalf of NASW. May I speak with _______________.(their name)?

We're setting up a local district continuing education event and/or NASW meeting on a (monthly/ quarterly basis) and we're inviting all members from __________ (local area) to attend and participate in:

CE presentation – you can earn one CEU An NASW District meeting of our local area social workers

Networking opportunity

Our first meeting will be on _________________ (date/time) at __________________ (location), and

our continuing education topic will be ______________ (topic) by ____________________ (speaker).

You should have received a flyer in the mail and we would like to see you there. Registration will be at the door but it would be helpful if you would let us know if you will be attending. Please call

___________________ at __________________.

Thank you for your time and hope to see you there.


NASW EVENTS and PROJECT IDEAS

Social Work Month events, receptions, open house at agencies, hospital or other work places.

Annual Awards given within Regions and Districts (in the fall). These awardees then can be

nominated for the next state awards (usually after the first of the year).

Hold a continuing education workshop meeting. Some areas hold a breakfast meeting. Others at

lunch or after work.

Make an appointment at the nearest school of social work and offer to make an NASW presentation to a group of students and/or faculty 3-4 times during the year. The students have

requested this kind of information and visibility by NASW members.

Members are encouraged to offer to make a professional presentation(s) about their area of

practice to the schools of social work. The students have requested this kind of information and visibility by NASW members.

Invite students to every meeting and event held near a school of social work.

Identify a community event, march, protest, run/walk, voter registration, etc. and invite local social workers to take part.

Become politically involved by hosting a coffee for your elected officials: local and state.

Hold an “advocacy” training for your local area social workers and possibly include your agency client base, when appropriate.

Hold a “getting to know you” social event – with a special invitation to new members.

Hold a meeting to see if there is interest in starting a local “mentorship program” for recent social work graduates or others needing and seeking mentoring.

Hold a “job search” or “job change” meeting or workshop.

Develop monthly “case presentations” at a hospital for NASW members, potential members and other clinical professionals.

Hold an event that would focus on a specific “special interest group” to interest those attending

to start a “Council” under NASW auspices. Especially interested could be under represented groups (gay/lesbian, ethnic groups, rural social workers, social workers with disabilities, retired,

women’s issues, diversity in general, international and national peace & social justice, etc.).

Hold a meeting on how to increase the visibility and viability of the social worker in your

community.

Develop a training (ask the Chapter for help) on how to work effectively with the media.

Set up a system to make a personal contact to each new or transferred member and invite them

to the next NASW event.

Partner with a local hospital, agency or school of social work to offer a half or full day educational event that could bring in extra revenue for your Region or District.


FINANCIAL POLICIES THAT EFFECT REGIONS, DISTRICTS, COUNCILS From

Chapter Financial Policy and Procedures

(approved 6/25/99)

VI. REGIONS A. The Board of Directors may allocate funds to Regions to support region programs and

communications. This allocation will be fixed at the time of the development of the FY budget each

spring. B. The Region Representative may reallocate a portion of this money to local Districts. Region and

District funds are primarily spent for postage, printing, telephone and seed money to put on events. C. Regions are expected to be self-supporting through their own sponsored fund raising projects.

D. All funds allocated top Regions by the Chapter and all funds raised by Regions shall be subject to the Chapter's financial policies and guidelines. No Region shall collect, retain and disburse funds without

Chapter authorization. Region accounts are managed through the Chapter. Region Representatives

are responsible for ensuring Region adherence to Chapter program and fiscal policies.

VII. DISTRICTS A. Districts established within their respective Regions, will obtain their “start up” money from their

Region budget.

B. *Districts are expected to be self-supporting through their own sponsored fund raising projects. C. All funds allocated to the Districts through their Region and all funds raised by Districts shall be

subject to the Chapter’s financial policies and guidelines. No District shall collect, retain and disburse funds without Chapter authorization (and only managed through Chapter approved accounts).

Region Representatives are responsible for ensuring District adherence to Chapter program and fiscal policies.

VIII. REGION AND DISTRICT FUND RAISING A. Regions and local Districts are encouraged to engage in local fund raising projects through continuing

education workshops, conferences or other identified means. B. The Region Representative shall send all revenue raised by such efforts to the Chapter Office or

chairperson where it shall promptly be deposited in the Chapter account and credited to the

appropriate Region and District. C. No Region or District may open or maintain any account separate from the Chapter account.

D. Region Representative will complete a regular monthly reconciliation of Region accounts

IX. REGION AND DISTRICT EVENT CHAIRPERSONS HAVE THE FOLLOWING RESPONSIBILITIES:

A. Develop a budget that reflects at least a “break even” financial status.

B. Accountability of all cash receipts for an event (“receipt forms” will be provided). C. Mail such receipts and “receipts form” to the Chapter Office and a copy of the “receipt form” to the

Region Representative within 7 days after the event.

X. STATE COUNCILS

A. State Councils, established by Board action may be allocated “start up” money from Chapter funds as reflected in the annual budget.

B. State Councils are encouraged to become self-supporting through Council sponsored fund raising projects.

C. All funds allocated to Councils by the Chapter and all funds raised by Councils shall be subject to the

Chapter’s financial policies and guidelines. No Council shall collect, retain and disburse funds without Chapter authorization (and managed only through Chapter approved accounts). State Council

Chairpersons are responsible for ensuring council adherence to Chapter program and fiscal policies.


XI. WORKSHOPS, CONTINUING EDUCATION, AND OTHER FUND RAISING ACTIVITIES.

A. All workshops, continuing education and other fund raising events planned by any unit of the Chapter shall set fees at a level that assures the event will be self-supporting to the fullest extent possible.

B. The Executive Director shall administer and the Treasurer shall oversee fiscal activities in accordance with Board adopted policy on workshops and conference fees.

C. The Executive Director in consultation with the Continuing Education Committee Chair and Con-

ference Chair shall determine cancellation fees, transfers of registration and/or fees, and other administrative fees.

XII. RECAPTURE POLICY

A. Chapter allocations to Regions, Councils and Districts, which are unexpended by the end of the fiscal year, shall revert to the Chapter General Fund account.

A. In computing allocation surpluses, it will be assumed that Chapter allocations are expended first and

Region and Council generated revenues are expended last. B. Region or Council generated funds carry over into the new fiscal year as a beginning fund balance.

There is no cap on what Regions and Councils can accrue. (Ex: If the Region account starts with $150 allocated by the Chapter, and it made excess revenue of $75, the $75 would be carried over

into the next fiscal year in addition to a new Chapter allocation of $75). They would start the year

with $150. If the Regional account starts with $150 allocated by the Chapter, and it made excess revenue of $300, the $300 would be carried over into the next fiscal year. The Chapter would make

no additional allocation.)

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