Road Map 2018 Requirements Manual Format Highlights Accreditation - - PDF document

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Road Map 2018 Requirements Manual Format Highlights Accreditation - - PDF document

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10/16/2018 Tackling the Accreditation Requirements through the 2018 Requirements Manual Melissa Kalvestrand Deputy Director Road Map 2018 Requirements Manual Format Highlights Accreditation Documentation 1 10/16/2018 Handout:

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Tackling the Accreditation Requirements through the 2018 Requirements Manual

Melissa Kalvestrand Deputy Director

Road Map

2018 Requirements Manual

–Format –Highlights –Accreditation Documentation

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2 Handout: Excerpt Accredit… “b: to recognize or vouch for as conforming with a standard” 2017 Standards

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Integrating 2017 Standards into Accreditation Program

Indicator Elements

– Keeps Core

  • Title investigation, baseline

documentation reports, management plans, monitoring

– Adds Key High-Risk Areas

  • Financial health, insurance,

stewardship documentation

– Drops Low-Risk or Redundant Areas

  • Charitable solicitation

registration

2018 Requirements

New Indicator Elements

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Format

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5 2018 Manual Format

  • 1. Indicator Elements in

Four Groups

  • Governance, Finance,

Transactions, Stewardship

  • 2. Requirements for Each

Group

  • 3. Application Documents

for Each Group

Indicator Elements in Groups:

Governance, Finance, Transactions, Stewardship

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Handout pg. 2

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Accreditation Application

Pre-Application Materials Application Questions Application Documents Land and Conservation Easement Documents

(“Project Documentation”)

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Requirements: Format

  • Bold Font

– Bold: Demonstrate compliance or corrective action – Non-bold: Demonstrate compliance; but corrective action situational and depends on risk

  • Detail of Review

– Sufficiently, Generally, Appropriate – Exist

Requirements: When they Apply

  • When compliance…

– Renewal: over term – First-time: current work (unless noted)

  • New requirements phased in…
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Isolated and Rare Non-Compliances

Questions

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Governance Finance Transactions Stewardship

Governance

  • Organizational Documents
  • Board Structure and Operations
  • Board Meetings
  • Strategic Goals
  • Conflicts of Interest and Other Policies

Handout pgs. 2-4

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Governance: Conflicts of Interest and Other Policies

Finance

  • Financial Records and Financial Health
  • Board Oversight
  • Gift Acknowledgement and Donor Restrictions
  • Internal Controls
  • Stewardship and Defense Funding
  • Insurance

Handout pgs. 4-9

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Finance: Financial Records and Financial Health

2016 2018

Finance: Financial Records and Financial Health

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Finance: Financial Records and Financial Health

Application Documents

Finance: Board Oversight

Application Documents

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Finance: Gift Acknowledgement and Donor Restrictions

Application Documents

Finance: Internal Controls

  • 6D1. Establish written internal controls and accounting procedures, including

segregation of duties, in a form appropriate for the scale of the land trust, to prevent the misuse or loss of funds

Indicator Element

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Application Documents

Finance: Internal Controls Finance: Internal Controls

http://www.landtru staccreditation.org/ renewal/application

  • and-project-

documentation/105 0-internal-controls

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Finance: Insurance

Application Documents

Transactions

  • Project Due Diligence
  • Project Review and Approval
  • Conservation Easement and Fee Title Deeds
  • Baseline Documentation Reports
  • Tax Deduction
  • Recordkeeping

Handout pgs. 9-16

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Transactions: Due Diligence/ Visual Inspection

Project Documentation

Transactions:

Baseline Documentation Reports

2016

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Transactions: Baseline Documentation Reports

2018

Transactions: Tax Deduction

Tax Deduction 1A3, 9E2, 10A1, 10B2, 10C2, 10C3, 10C4

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Land Conservation Project List

Transactions: Tax Deduction

Project Documentation

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Stewardship

  • Conservation Easement Monitoring and Conservation

Property Inspections

  • Conservation Property Management Plans
  • Conservation Easement Enforcement and Amendment

Policies

  • Conservation Easement Amendments and Extinguishments
  • Conservation Easement Enforcement and Conservation

Property Ownership Challenges

  • Conservation Easement Stewardship Records

Handout pgs. 17-20

Stewardship: Conservation Easement Stewardship Records

Application Document

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Stewardship: Conservation Easement Stewardship Records

Application Documents

Stewardship: Monitoring Forms

2016 Fee inspection report contents starting in 2020 2018

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What Next…

Education Resources

  • Land Trust Alliance Background

Narratives: Enhanced with Accreditation Call-outs

  • Five Online Courses: Overview,

Governance, Finance, Transactions, & Stewardship

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23 Narratives for Practice Elements Online Courses

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24 Now what?

 Step 1: Read the Manual Introduction  Step 2: Read the Requirements  Step 3: Look at the New Documents

  • Have it? Great! Check that it meets the

requirements.

  • Don’t have it? Plan to have in place by 2019.

 Step 4: If you are accredited, review any Expectations for Improvement (EFIs) and contact the Commission if you have questions

Final Questions & Wrap-Up

mkalvestrand@landtrustaccreditation.org info@landtrustaccreditation.org 518-587-3143