2017 Accreditation
Steve Keener, Staff Attorney
[email protected]
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Agenda
1. Accreditation Overview
2. Resources Page
3. 2017-2018 Application (for Programs with
expiring accreditation)
4. Mid-Cycle Update (for Programs accredited
through 2017)
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What is Special Olympics accreditation?
Special Olympics International
requires each Program to meet core
minimum requirements.
The goals of accreditation are quality,
consistency, and growth of the
movement.
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Value to Accredited Programs
Strong International Identity
NAME AND BRANDING
Seat at the Table
WORLD GAMES REGIONAL GAMES
ACCESS TO TRADEMARKED ASSETS
INTERNATIONAL AND REGIONAL LEADERSHIP
SHARED STRATEGY AND VISION LEADERSHIP DEVELOPMENT OPPORTUNITIES
Resources at Your Fingertips COACHING GUIDES
HEALTH
TOOLS
SPORTS SKILLS GUIDES BRAND MANAGEMENT TOOLS FUNDRAISING TOOLS
PR TOOLS SCHOOL CURRICULUMS RESEARCH IN SPORTS, HEALTH, AND
DISABILITY GENERAL RULES PROGRAM QUALITY STANDARDS SPORTS RULES
SOFTWARE
TECHNICAL ADVICE IN SPORTS HEALTH GOVERNANCE COMMUNICATIONS IT
The Inside Track on Funding
GRANTS SPONSORSHIPS REVENUE SHARING
How do we do accreditation?
• Each Program submits an accreditation application
every 2 years. If approved, a Program is typically
licensed for 2 calendar years.
• Between application years, Programs submit annual
financial reports, budgets, and operational plans.
• Programs are responsible for ongoing compliance
with the Accreditation Requirements and the General
Rules.
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Accreditation Requirements
1. Mission
5. Software
2. Board
6. Registered Athletes
•
Composition
7. Name & Logo
•
Board Rotation
8. Finance & Planning
•
Meetings & Minutes
9. Fees
3. Exec & Sports Directors 10.License
4. 2 Sports + Unified Sports
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Submissions Due: Tuesday, 15 November 2016
2016-2017 Cycle
2017-2018 Cycle
1.
2015 Financial Statements
1.
2.
2015 AGR Form (990 in US)
3.
2017 Budget
4.
2017 Operational Plan
5.
Contact Information
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Renewal Application with all
requested information and
attachments
Accreditation Resources Page
http://resources.specialolympics.org/accreditation/
• Accreditation Guide
• Fees Policy
• License Agreement
• AGR Form
• Athlete Registration Forms
• Model Bylaws
• Letterhead Template
• This Presentation
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Online Accreditation System
Applying for 2017-2018 Accreditation
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Logging On
http://services.specialolympics.org/Login
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Applications Menu
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2017-2018 Application
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Posting General Comments
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Posting General Comments
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1. Special Olympics Mission
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Response
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Mission Statement
The mission of Special Olympics is to provide year-round sports
training and athletic competition in a variety of Olympic-type sports
for children and adults with intellectual disabilities, giving them
continuing opportunities to develop physical fitness, demonstrate
courage, experience joy and participate in a sharing of gifts, skills
and friendship with their families, other Special Olympics athletes
and the community.
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Attaching a document
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Question 1 Complete
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2. Governing Board
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Typing a name
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Questions 2.1-2.4 Complete
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Questions 2.5-2.8 Complete
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Board Composition
• Expert in Intellectual Disabilities: Should have a degree or substantial
professional experience in a field related to intellectual disabilities, such as special
education or developmental psychology.
• Sports Expert: Should have a degree or substantial professional experience in a
field related to sports.
• Finance or Business Expert: Should have a degree, certification, or substantial
professional experience in a field related to financial or business management.
• Close Family Relation: Parent, sibling, grandparent, or child of a current or former
Special Olympics athlete.
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Athlete Leadership
•
Each Board must include at least one current or former Special Olympics athlete.
•
Athlete members must have the same rights and privileges as other voting
Board members, including full voting rights and the same terms as other
members.
•
Athletes should play a meaningful and integral role and should not be chosen only
to satisfy this accreditation requirement.
•
Programs are encouraged to make use of materials provided through the Special
Olympics Athlete Leadership Program to make the most of athlete leadership.
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Board Rotation
•
Board Rotation. The governing documents of each Program are required to limit the
terms of Board members to a maximum of 9 consecutive years. General Rules Section
5.02(d).
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Board Rotation Waiver. Programs requesting an exception to the nine-year limitation
should submit a written request to their Regional President that includes
•
1)
Name and years of service of the member(s) for whom the exception is requested,
2)
Justification for the extension, and
3)
Length of the requested extension.
Alternatives to Waiver. Programs are encouraged to consider having exemplary longterm Board members support the Program in other ways or step off the Board for a
one-year period before returning to the Board.
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3. Executive/National Director and Sports
Director
4. Special Olympics Sports
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Unified Sports
• Unified Sports. The Unified Sports accreditation requirement is
satisfied by a Program providing Unified Sports opportunities at any
level in at least one sport.
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5. Registered Athletes
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New Athlete Registration Forms
http://resources.specialolympics.org/athlete-registration-forms/
•
•
•
•
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Release Form
Medical Form
Information Form
Other auxiliary forms
6. Software
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7. Name & Logo
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8. Finances & Planning
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Audited Financial Statements
•
NEW: Programs with Total Revenues more than US$100,000 are required to
submit audited financial statements.
•
Programs with Total Revenues more than US$100,000 must request a waiver if their
2015 financial statements are not audited.
•
Programs with Revenues less than US$100,000 automatically receive a waiver.
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Audit Waiver Request Template
Special Olympics ______________ requests a waiver from the financial
audit requirement. The reason for this request is ____________________.
We request a waiver for the 2015 financial statements due 15 November
2016. I confirm that the 2015 financial statements we are submitting for
accreditation are accurate and as consistent as possible with generally
accepted accounting principles.
Our Program is planning to hire a financial auditor to audit our 2016
financial statements. We plan to submit our 2016 audited financial
statements with our accreditation materials in November 2017.
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2015 Adjusted Gross Revenue Form
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2017 Budget and Operational Plan
•
Annual Budget. An annual budget is a statement of planned revenue and
expenses for an entire fiscal year and is a planning tool that every Program must
have in order to effectively manage its finances and assets.
•
Operational Plan. In accordance with General Rules Section 8.03(a), Programs are
required to develop a written operational plan for each fiscal year, setting forth
comprehensive goals for the Program’s sports, programmatic, administrative and
fundraising goals, and its plans for growth.
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9. Accreditation Fees
10. License Agreement
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New Interim Fees Policy
• International formula to remain the
same
• Personal income assessment
removed from U.S. fee
• Minimum annual fee of US$100
• Financial audit requirement
• Reporting, currency conversion,
invoicing, and payment procedures
PLAN FOR FURTHER DISCUSSION WITH
PROGRAMS IN 2017
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License Agreement
Key Terms:
•
License to use SO name operate
SO Program in your Territory
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Agreement to comply with
•
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•
Accreditation Requirements
•
General Rules
•
Branding Guidelines
No trademark registration
11. Contact Information
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Profile Page
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Editing or Adding Contacts
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Selecting Contact Type
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12. Voluntary Questions
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Application Submitted
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Download Certificate
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Documents Needed For Accreditation Renewal
1. Current bylaws with SO Mission & Board Rotation provisions
2. Board minutes from 1 meeting in 2015 and 1 meeting in 2016
3. Current athlete registration forms
4. Current letterhead & business cards
5. 2015 financial statements
6. 2015 AGR form
7. 2017 budget
8. 2017 operational plan
9. Signed accreditation license agreement
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Mid-Cycle Submission for
Programs Accredited for 2016-2017
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Logging On
http://services.specialolympics.org/Login
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Portal Home Screen
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Current 2015-2016 Application
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Mid-Cycle Tab: 2016
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Questions?
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Thank you
[email protected]
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