Credentialing Manual · Web viewIdentifying the center's target population. Has that population...

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COMMISSION ON ACCREDITATION FOR PASTORAL EDUCATION (CAPE)

Transcript of Credentialing Manual · Web viewIdentifying the center's target population. Has that population...

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COMMISSION ON

ACCREDITATION FOR

PASTORAL EDUCATION (CAPE)

CURRENT VERSION – OCTOBER 26, 2019

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TABLE OF CONTENTS

Preface......................................................................................................................................................

Section I: Introduction to Accreditation.................................................................................................

Section II: Types of Accreditation...........................................................................................................

Section III: Accreditation Fees...............................................................................................................

Section IV: Accreditation Process and Procedures................................................................................

Section V: Initiating Accreditation.........................................................................................................

Section VI: Center Evaluation Report (CER)......................................................................................

Section VII: Response to Center Evaluation Report (CER)................................................................

Section VIII: Appeals Process (CER)...................................................................................................

Section IX: CAPE Standards................................................................................................................

Section X: Appendices...........................................................................................................................Appendix A- Application for Accreditation Appendix B- Center Evaluation Report Template Appendix C- Accreditation ChecklistAppendix D- Accreditation Site Visit Written Report Guidelines Appendix E- Expense Form

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PREFACE

The Accreditation Manual describes the procedures used by the Commission on Accreditation for Pastoral Education (CAPE) in the accreditation process of graduate level training in Clinical Pastoral Education (CPE) centers in the United States as well as internationally. (CAPE henceforth will be referred to as The Commission in this document.)

The Accreditation Manual is intended for a variety of audiences:

1. Supervisors of Clinical Pastoral Education training centers 2. Members of The Commission who have responsibilities in the accreditation process3. Organizations, agencies, and individuals who desire information about CAPE

accredited centers

The CAPE manual provides guidance for centers that desire to meet quality standards in Clinical Pastoral Education.

The Commission does not discriminate against persons because of race, gender, age, faith group, national origin, sexual orientation or physical disability.

The Commission, in so far as possible, remains an autonomous entity of CPEI, ensuring the quality and viability of its centers who offer Clinical Pastoral Education.

The Commission does not endorse outside affiliates or agencies.

Your questions or comments should be addressed to The Commission Chair.

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SECTION I - INTRODUCTION TO ACCREDITATION

A. PURPOSE

1. Provides oversight and ensures quality Clinical Pastoral Education (CPE) through accreditation.

2. Stimulates the improvement of centers by fostering ongoing center evaluation and program development.

3. Ensures that CPE centers maintain standards and quality that provide students with appropriate resources to acquire the requisite theory, practice, and ethical sensitivity to be professionally competent by operating under the given standards, policies, and procedures.

4. Bestows an authoritative guide to programs that deserve public and professional confidence and support.

B. GENERAL ACTIVITIES

1. Establishes criteria and standards for accreditation. It systematically reviews and revises standards as appropriate.

2. Establishes a process for a center’s quality improvement.

3. Provides guidance to centers preparing a Center Evaluation Report (CER) for accreditation or renewal.

4. Appoints site-visit teams, schedules and conducts site visits, and evaluates its processes.

5. Avoids bias and conflicts of interest in the accreditation process.

6. Maintains contact with centers and provides support relative to their accreditation status.

7. Conducts special inquiries into unusual or critical conditions that may develop in an accredited center related to its CPE program(s).

8. Facilitates a review and appeal process for centers with a challenged accreditation status or those placed on conditional review status.

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9. Reviews and evaluates substantive changes to CPE centers that might affect accreditation.

10. Utilizes survey tools and solicits feedback on accreditation site visits and processes.

11. Stimulates and nurtures quality improvement of centers to include programs conducting research.

12. Evaluates and determines whether accreditation is warranted.

13. Responds appropriately and timely to appeals.

C. SCOPE OF ACCREDITATION

1. Provides public assurance of CPE center’s quality.

2. Improves the functionality of CPE centers.

3. Encourages ongoing review and development.

4. Maintains that CPE centers and their programs evaluate and improve in relation to their mission, standards, goals, educational/training objectives, and monitors outcomes on a regular basis.

D. COMPOSITION OF CAPE

The Commission shall be comprised of five (5) to seven (7) members. At least three (3) of the members need to have a working knowledge of the practice of pastoral care and counseling and preferably experience with Clinical Pastoral Education (CPE). The remaining members represent practitioners in clinical work of counseling or related fields: academicians in theological education, leaders of religious endorsing groups, and public members in healthcare policy and law.

E. PROCESS FOR MAINTAINING ACCREDITATION

Accredited CPE centers and its program(s) are required to maintain compliance with CAPE as well as the Clinical Pastoral Education International (CPEI Standards and Code of Ethics.

1. Submission of Student Completion Reports: Forms are to be submitted within 45 days of the completion of a unit of training.

2. CPE Center Annual Compliance Report: Annually, CPE centers and programs are to submit a compliance report via the Compliance Form.

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3. Change in Operations: CPE centers that experience a change in ownership or management will maintain accreditation provided the CAPE is notified within 30 days.

4. Departure of the CPE Supervisor: CPE centers that experience the departure of the CPE Supervisor for whatever reason will notify CAPE within 30 days with a proposed plan to cover the void.

F. DEFINITIONS AND DESCRIPTIONS

1. Accreditation: Accreditation is a public service that aims to accomplish the following: provides public assurance of program quality, improves the quality of training/educational programs, encourages ongoing evaluation and development, maintains that programs continually evaluate and improve in relation to their institution/agency’s mission, meets standards and goals and educational/training objectives, and monitors the outcome of improvements.

2. Commission on Accreditation for Pastoral Education (CAPE): Referred to in this manual as The Commission is designed to oversee centers offering CPE Programs, to maintain the highest professional standards, and to ensure that all students receive quality pastoral education training.

3. Institution: Accredited CPE centers may be identified as an Institution or Non-Institution (Independent), which may include a wide array of clinical settings.

2. Advisory Committee (AC): The AC or Board of Directors based on the governance structure of a CPE center, is to advise and assist the CPE training director in the development, accreditation process, and coordination of a CPE program which fully complies with CPEI Standards and CAPE. Though the duties and responsibilities may vary, they may include participating in CPE student interviews and evaluations, as requested; assisting in a review of the center and its various elements; assisting in the center’s preparation and review for accreditation; serving as part of a mediation team responsible for handling ethical complaints and/or grievances that are unable to be resolved at the lowest level; and assisting in promoting the CPE program.

3. Center Evaluation Report (CER): The CER is the center’s comprehensive analysis of its educational resources and effectiveness in relationship to its stated mission and training objectives. A CER may be viewed as a self-study report.

4. Accredited Center’s Tiers: An accredited center may have additional tiers or sites functioning under its accreditation status. The accredited center is the responsible entity and should have a written agreement outlining the responsibilities of both entities in keeping with CAPE accreditation.

5. Policies: Each accredited center must have policies addressing specific issues that may arise in the course of a CPE unit. These policies protect the student as well

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as the accredited center. The required policies must be stated in the student’s handbook. Required policies include:

a. Admissions b. Tuition/Financialc. Student Recordsd. Rights/Responsibilitiese. Complaint/Grievancef. Disciplinary Actiong. Absence of a Supervisorh. Final Evaluationi. Background Checksj. Drug Screensk. Photo/Video Consentl. Distance Learning

6. Contract/MOU/Written Agreement: A legal document must connect an accredited CPE center to other entities that serve as clinical placement(s) for CPE students. Training Supervisor’s and supervisory students must have MOU’s for each training unit. CPE Centers contracted supervisors must have appropriate legal contracts on file.

7. Professional Liability Insurance (PLI): Each accredited CPE center and its tiers must maintain adequate PLI that cover its CPE students, supervisory students, and Supervisor, Advisory Committee members and/or Board of Directors.

8. Compliance Review Status: An accredited center that The Commission deems by way of factual information or through the content of a centers PER that major deficiencies or issues exist, may be placed in compliance review status until a thorough review is completed. The center’s status with CAPE will be listed as “in review” on the CPEI internet.

G. GUIDELINES FOR SUBMISSION OF WRITTEN MATERIALS

1. Be of professional quality2. Include a title page, table of contents, and page numbers on CERs3. Double-spaced typewritten using a standard 1-inch margin and Times New

Roman or Arial, font size 12-point4. Clear and legible

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SECTION II

TYPES OF ACCREDITATION

A. APPLICANT

Applicant status applies to new CPE center associated with an approved CPE Supervisor.  CPE Supervisors serving in a setting in which no established / accredited CPE Program exists will initiate the application process to be recognized for applicant accreditation status. This applies to Community, Corporate, Corrections, First Responder, Educational and HealthCare CPE Centers.

B. RECIPROCITY

Reciprocity status applies to a currently established CPE center accredited by another recognized accrediting body who desires to offer CPEI CPE and who is seeking accreditation with CAPE.

C. ACCREDITED

Accredited Status is a center offering Clinical Pastoral Education that has successfully met the necessary requirements will be granted accreditation for a period of five (5) years. During this period the center and its tiers must maintain all the requirements set forth in this manual.

D. RENEWAL

Renewal Status applies to CPE centers currently accredited by CAPE and who are near their five (5) year accreditation cycle.

1. Every 5 years a CPE center must submit a Program Evaluation Report (PER) to

The Commission for quality assessment purposes. If deficiencies are noted, The Commission may request a more thorough review and visit.

2. If the accredited CPE center’s 5-year CER reflects quality compliance, a site visit will occur every 10 years unless significant changes have occurred in the CPE program. In such circumstances, The Commission may request a site visit prior to the 10-year cycle.

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TIERS AND ACCREDITATION

A. Tier 0- applies to the primary CPE Center without any additional CPE Sites.B. Tier 1- applies to the primary CPE Center with one additional CPE Site.C. Tier 2- applies to the primary CPE Center with two additional CPE Sites.D. Tier 3- applies to the primary CPE Center with three additional CPE Sites.E. Tier 4- applies to the primary CPE Center four or more additional CPE Sites.

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SECTION III

ACCREDITATION FEES

A. Application Fees:

1. Reciprocity $500

2. Community Based CPE Center $500

3. First Responder Based CPE Center (Military, Police, etc.) $500

4. Corporate Based CPE Center $750

5. Corrections Based CPE Center $750

6. Educational Based CPE Center (University, Seminary, etc.) $1500

7. Healthcare Based CPE Center (Hospital, Hospice, etc.) $1500

Annual Fees (Category): See website.

The center requesting an appeal will be responsible for any travel expenses incurred during the appeal.

The center placed on compliance review status and needing a review will be responsible for expenses related to the review.

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SECTION IV

ACCREDITATION PROCESS AND PROCEDURES

Accreditation is awarded to programs that evidence fulfilling CPEI and CAPE standards. A site visit is required for applicants wishing to establish a new center, those seeking reciprocity and centers seeking renewal or other specific issues to assist The Commission in their evaluation and prior to awarding accreditation. The Commission may require centers to address notations or deficiencies prior to gaining CAPE accreditation or renewal. Training Supervisors are encouraged to mentor Associate Supervisors in the accreditation process. All new and reciprocity applicants must complete the training modules on CAPE Accreditation.

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SECTION V

INITIATING ACCREDITATION

A. SUBMISSION AND RESPONSE TO ACCREDITATION INQUIRY FOR ALL CENTERS

1. Centers desiring accreditation, (applicant and reciprocity) will complete the Accreditation Application (Appendix A).

2 Centers will submit the required fees.

3 Upon receipt of the Application, The Commission will respond to the inquiry within thirty (30) working days by completing the following:

a. Recognize receipt of applicationb. Identify incomplete information and request an updatec. Provide guidance for the accreditation process d. Provide a receipt for the payment of the fees

B. APPLICANT STATUS, RECIPROCITY PROCESS

1. Applicant: CPE Supervisors assuming the responsibility for the establishment of a new, non-accredited CPE program have up to (60) working days of beginning a new position to submit the following:

a. Accreditation Applicationb. Required fees

Upon successful submission of the above listed items, the program may be awarded the Applicant status with CAPE. Beyond the 60 days, the CPE Center has twelve (12) months to provide the following:

c. Certificate for successful completion of the Accreditation Online Modules d. Center Evaluation Report (CER)

Upon review and correction of any notations or deficiencies, the applicant CPE Center may be granted accreditation. An extension to the 12 months may be granted in extreme circumstances and must be approved by The Commission.

2. Reciprocity: CPE Supervisors serving in an accredited training center with another CPE organization may request reciprocity. Within (60) days of making application, the CPE Center must submit the following:

a. Accreditation Applicationb. Required fees

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Upon successful submission of the above listed items and a formal review and correction of any notations, the CPE Center may be awarded the Accreditation (Reciprocity) status with CAPE.

If awarded reciprocity, the CPE center has twelve (12) months to provide the following:c. Certificate for successful completion of the Accreditation Online Modules d. Center Evaluation Report (CER), which demonstrates compliance with CAPE

and CPEI’s Standards and Procedures

Extensions may be granted in extreme circumstances and must be approved by The Commission.

C. RENEWAL PROCESS

At least six months prior to the date of expiration as noted on its accreditation certificate, the center will initiate the process to begin accreditation renewal. Failure to do so may result in the withdrawal of by CAPE.

D. ACCREDITATION TRAINING MODULES

1. All CPE Centers seeking accreditation status are required to complete CPEI’s Online Accreditation Modules.

2. Certificates of completed modules must accompany the Center Evaluation Report (CER).

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SECTION VI

CENTER EVALUATION REPORT (CER)

The CER is a center’s comprehensive analysis of its educational resources and effectiveness in relationship to its stated mission and training objectives. The purpose of the CER in the accreditation process is to help programs become more effective in clarifying goals, assessing achievements, identifying problems, and implementing changes. Furthermore, the CER is the program’s written product that describes how they meet or exceed the accreditation and CPEI program standards. Incomplete CER’s will be returned with an explanation to the program (Appendix B- Template).

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SECTION VII

RESPONSE TO THE CENTER EVALUATION REPORT (CER) DOCUMENT

Upon receipt of the CER, The Commission will review to ensure completeness and respond within a maximum of 45 days. When the CER is in order, a member of The Commission will be assigned to schedule a visit. A. PREPARATION FOR THE SITE VISIT

1. A member of The Commission will contact the CPE Center director to establish dates for the site visit. If extensive travel is involved, more than one day may be required.

2. The CPE Center director has the responsibility for submitting a tentative itinerary to the site team leader.

3. All expenses associated with the site visit, (i.e., travel, lodging and meal arrangements) will be covered by the Institution/CPE training center seeking accreditation or renewal. However, receipts must be submitted for reimbursement.

4. The CPE Center director will arrange for on-site meeting space. Special arrangements may be negotiated for CPE Centers which are exclusively distance learning (virtual) centers or specialized program; this may include an audio/video session to assess one’s center.

B. CONDUCTING THE SITE VISIT

Review member(s) of The Commission will be free to make inquiries concerning matters requiring clarity or absence of data.

1. The Review member(s) will utilize the onsite assessment form to identify the strengths, limitations and growth areas for the CPE Center under review (Appendix C).

2. The Review member(s) will utilize the final assessment guidelines to provide a final report to the CPE Center under review (Appendix D).

3. The Review member(s) will formulate specific impressions of the CPE Center following the observations and interviews. A preliminary report is developed while on-site.

4. The Review member(s) will conduct an exit interview prior to departing and will share strengths and limitations of the CPE Center. They do not offer an evaluation, make recommendations or suggest changes.

C. WRITING THE SITE VISIT REPORT

1. The site team has 45 days to submit a site visit report.2. The report should contain the following items:

a) Date of the site visit and name of the site review member(s)b) Clinical Pastoral Education Center’s name, address and contact informationc) Name of the CPE supervisor(s)d) Persons present and/or online for the site visit, i.e., names, titles, positions, etc.e) Brief introduction and background of the CPE Center.f) Current staff of the CPE Center, to include members of the Advisory Committee

(AC)

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g) A written response to the CAPE Standards which highlights the center’s strengths and limitations

h) A summary of the site reviewer(s)’ findings to include any recommendations and/or deficiencies

3. The review member(s) will reach a conclusion/recommendation on the question of the center’s qualifications for being accredited by CAPE. Its conclusions may be one of the following:a) Accreditation recommended and ratified by CAPEb) Accreditation recommended and ratified by a specific date pending corrections, orc) Accreditation denied.

4. The following are action items to be taken within forty-five (45 days) by CAPE in response to the recommendations. a) If the CPE Center under review is recommended for approval, a confirmation letter

will be provided to the training center director. The approved training center will receive a certificate confirming accreditation.

b) If the training center is not recommended for approval, a letter will be provided to the training center director. The CPE Center has fifteen (15) days in which to respond.

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SECTION VIII

APPEALS PROCESS

A CPE Center that is denied accreditation and/or renewal may appeal to The Commission.

A. APPEAL DOCUMENTATION

The center must state, in writing, the specific reasons for the appeal within forty-five (45) business days of the notice of intent to appeal. All supporting materials must accompany the statement.

B. SELECTION OF APPEALS PANEL

CAPE will select a three-person appeal panel to review the center’s appeal. Members of The Commission who may present a conflict of interest will not be selected to serve on the panel. Panel members must not have served as a site visitor for the CPE Center under review.

C. APPEALS PANEL PROCEDURES

1. The hearing shall be held within forty-five (45) days after the appeals panel is appointed. 2. Prior to the hearing, the appeal panel will receive the following:

a) All materials relative to the CPE Center’s Reviewb) A copy of the CPE Center’s request for the appeal and all supporting materials

provided.D. APPEALS PANEL DECISIONS

The appeal panel may choose one of the following:

1. Uphold the center’s review report with notations and deficiencies and the center is placed on conditional review status

2. Recommend immediate changes be made with a specific timeline specified3. Recommend accreditation

The decision of the Appeal Panel will be final.

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SECTION IX

CAPE STANDARDS

CAPE 01: MISSION AND PURPOSE

The center clearly states its mission and makes it public. The mission defines the purpose of the center and provides a definitive basis upon which to deliver and assess its clinical education center (Ref. CPEI Standards, 100.1, 100.5). Compliance measures include

A. Describing how the center's mission statement is communicated to students, faculty, and the public.

B. Identifying the center's target population. Has that population changed in the past 24 months? If so, describe what impact the population change has had on the center's mission.

C. Reporting enrollment of CPE students by unit for (a) the previous fiscal year; (b) the current fiscal year to date; and (c) projections for the next fiscal year.

CAPE 02: LEGAL GOVERNANCE, PASTORAL ADVISORY COMMITTEE, AND MANAGEMENT OVERSIGHT

The center has a clearly identifiable and accountable governance structure which delineates authority for the approval of policies and responsibility for overall direction and effectiveness. This management structure ensures the integrity and capability of the center and its compliance with statutory, regulatory, credentialing and accreditation requirements (Ref. CPEI Standards, 100.1, 100.2., 100.3, 100.4). Compliance measures include

A. Identifying the legal nature of the entity under which the center operates. Provide copies of relevant CPE Center documents, such as certificates, charters, articles of incorporation, or partnership agreements.

B. Identifying any other name under which the center has operated or has been accredited.

C. Providing an organizational chart that 1. identifies the names and titles of all operational personnel (managers, staff, and

faculty) for the institution in which the center is established2. clearly delineate the relationships among them

D. Providing a copy of signed agreements, MOU’s or contracts.1. Among tiers or sites contracted with a CPEI accredited training center2. Healthcare or other organizations contracted for CPEI CPE3. Contracts or written agreements with CPEI Supervisory Staff4. Contracts or MOU’s with CPEI Supervisors-In-Training/ Supervisory Candidates5. Institutional Agreement for student placement

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E. Identifying the methodology and results of how the center is evaluated by students and others.

CAPE 03: MAINTENANCE OF RECORDS

The center has a clearly identifiable and organized record-keeping system that ensures all records are maintained in an accurate, orderly, and up-to-date manner. The record-keeping system facilitates ready access and review of these records by appropriate parties (Ref. CPEI Standard, 100.1, 100.4). Compliance measures include

A. Describing the system(s) by which records are stored and secured to ensure ready access and review while protecting from unauthorized access and undue risk of loss. Attach the CPE Center’s policy for ensuring confidentiality of student records.

B. Indicating whether each of the following types of information (if applicable) is maintained electronically, in hard copy, or both electronically and in hardcopy:

1. admissions application forms and copies of any equivalency information2. student and supervisor evaluation3. complaint or appeal information

CAPE 04: PROFESSIONAL RELATIONSHIPS

The center has a clearly identified process for developing relationships, memberships, and affiliations with other organizations within the CPE education/training network. These relationships are maintained, utilized, and documented for the purpose of enhancing the quality of the education, training, and student services (Ref. CPEI Standards, 100.1, 100.2 100.4). Compliance measures include

A. Establishing a CPE Advisory Committee: 1. Provide documents which indicate advisory oversight and/or involvement 2. Provide names and backgrounds of the Advisory Committee members 3. Attach copies of meeting minutes and/or annual reports

B. Providing documentation and/or explanation of educational or professional networks maintained to enhance the quality of education, training and student services (Example: membership requirements, educational institutions, supervisory networks, etc.).

C. Providing a market analysis of the community. 1. Describe the geographical area of your CPE Center.2. Identify the community population – diversity, religious communities,

military (if present), income level, 3. Identify clinical communities, i.e., healthcare, hospice, mental health, etc.

and other clinical sites in the community.4. Other CPE programs (ACPE, CPSP, CPEI, etc.) in and around your

geographical area.

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CAPE 05: FINANCIAL RESPONSIBILITY AND ACCOUNTABILITY

The center demonstrates evidence of sound financial management and resources sufficient to provide quality clinical pastoral education (Ref. CPEI Standard, 100.4). Compliance measures include

A. Adoption of acceptable student financial records1. Identifying and describing how financial processes are managed.2. Describing how tuition charges are applied fairly and consistently.3. Identifying how tuition payments are properly recorded and tracked.4. Providing a copy of tuition refund policy. These must be clearly written,

fair, and equitable. Describing how these are administered to maintain consistency.

B. Administration of financial subsidies, stipends or scholarships1. Describing the process for the fair administration of any financial

subsidies and stipends.2. Identifying any scholarships offered at the center. For each scholarship

center, provide a description that includes (a) the terms and conditions of awards; (b) source of funding; (c) application procedures and deadlines; (d) criteria used to select award recipients; (e) who selects the recipients; (f) number of awards granted; and (g) minimum and maximum number of awards granted.

C. Execution of Contracts and/or Supervisors’ Financial Records (Specific dollar amounts are not required.)

1. Identifying and describing how financial processes are managed among contracted CPE supervisory staff.

2. Describing any contractual relationships with persons involved in any level of supervisory training.

CAPE 06: CURRICULUM DESIGN AND DEVELOPMENT

The center’s curriculum design and instructional materials are up-to-date, educationally sound, and appropriate for the expected outcomes (Ref. CPEI Standards, 100.1, 100.2, 100.4). Compliance measures include

A. Listing CPE Centers (CPE and/or Supervisory CPE) that are currently offered at the center. If the center has a Training Supervisory program, to include a complete description of the curriculum and outcomes projected.

B. Describing the process for developing syllabi and didactic material for each program.

C. Describing how consistency in programming is maintained if the center is tiered.

D. Establishing a representative course syllabus and didactic material used in the program(s).

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E. Establishing a list of didactics, guides, resources or software utilized for each program.

F. Describing how the center’s program and supervision supports a student’s learning objectives and educational goals.

G. Establishing a policy that protects against copyright and software license

infringements.

H. Describing the center’s process for updating and/or reviewing current didactic material and other curriculum.

CAPE 07: SUPERVISION, EDUCATIONAL RESOURCES AND FACILITIES

The center’s facilities are safe, accessible, sound and conducive to learning and, as applicable, meet state and federal requirements (Ref. CPEI Standards, 100.2, 100.4). Compliance measures include

A. Describing the learning/supervisory and clinical or non-clinical setting in which students are engaged in a residential, distance learning, etc.

B. Identify the center’s learning environment, furnishings, learning resources (library, etc.).

C. Establishing, describing and advertising distance learning programs utilizing

audio/visual formats. Written material must describe the delivery process, technology used, and how one meets the required standard to ensure student participation and protect confidentiality. A copy of the distance learning policy must be established.

D. Establishing and monitoring CPE student / supervision ratios and establishing an appropriate cultural, gender and faith group mix to enhance learning.

CAPE 08: CLINICAL INTERNSHIPS

The center demonstrates a process to ensure that the required hours are maintained. Additionally, centers demonstrate compliance with external clinical sites where interns are assigned by having agency agreements and a process for feedback from agency on-site mentors/proctors (Ref. CPEI Standards, 100.1, 100.2, 100.4). Compliance measures include

A. Describing the process that ensures the required CPE hours per unit (300 clinical and 100 individual and group) are met.

B. Describing the process for receiving feedback regarding CPE students’ performance in various agency settings, (e.g., surveys for clinical coordinators and other professionals).

C. Constructing MOU’s or affiliation agreement(s) used in agencies for student placement.

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D. Establishing a clearly written definition of the type(s) of clinical learning opportunities available to students.

CAPE 09: SUPERVISORY STAFF AND QUALIFICATIONS

Supervisory staff at the center is required to meet educational, credentialing, and ethical principles established by the profession and CPEI Code of Ethics (Ref. CPEI Standards, 100.1, 100.4). Compliance measures include

A. Identifying the process to ensure the supervisory staff meet CPEI qualifications. 1. Establishing a supervisory staff job description.2. Requiring a supervisory staff complete annual continuing education requirements.3. Requiring that staff credentials are current and fees have been paid.

B. Describe how supervisors with additional responsibilities balance their responsibilities and practice healthy self-care.

C. Describing how supervisors maintain professional awareness and skills, i.e. attendance, conferences, seminars, research, writing, etc. Maintaining staff continuing education records.

D. Requiring professional liability insurance or coverage provided for supervisors, staff, advisory committee members and evidence of coverage (as required) for CPE students.

E. Establishing a policy for ensuring students continuation of training once started should the primary supervisor be incapacitated, resigned or temporarily removed from teaching/supervision responsibilities.

F. Identifying any supervisors accused of ethical violations, the process for evaluating the accusation and actions taken.

G. Attaching CV or Resume and Credentialing Certificate for all Supervisory Staff.

CAPE 10: RECRUITMENT, ADMISSION AND PROMOTIONAL ACTIVITIES

Informational and promotional materials, advertising, and representations made by or on behalf of the center for recruiting purposes are to offer justifiable and provable claims regarding the courses, programs, costs, location(s), supervisory staff, student services, and other benefits. All communications with prospective students are ethical, honest, and consistent. The CPE Center does not state or imply that employment and/or certification are guaranteed (Ref. CPEI Standards, 100.1, 100.4). Compliance measures include

A. Describing how the center advertises and promotes itself. This is to include all means and media utilized (e.g. print media, radio, TV, direct mail, brochures, website, social

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media, and the internet). Identify the URL for the CPE Center’s website and social media.

1. Maintaining records or samples of all ads and promotional brochures.

B. Describing the admissions process.1. Establishing admission correspondence letters.2. Establishing acceptance letters, contracts, that students are required to sign.

C. Identifying how students are informed of their rights and responsibilities, orientation, etc. Establishing student policies and procedures.

D. Constructing a student handbook which includes a comprehensive overview of the CPE Center and its structure.

E. Describing the what may constitute educational or CPE equivalencies.

CAPE 11: STUDENT ACADEMIC AND EVALUATION METHODOLOGIES

The center demonstrates a clear and comprehensive process of evaluation for student performance. (Ref. CPEI Standards, 100.2, 100.3). Compliance measures include

A. Describing the processes by which written evaluations (student and supervisor) are utilized to demonstrate growth and accomplishment of CPE/ Supervisory learning objectives.

B. Identifying and describing the attendance and absence policy. Including the CPE Center policy and procedure.

C. Identifying and describing learning methodologies: ministry encounters (verbatims, case conferences, learning contract, etc.), individual and group supervision, etc.

D. Describing the process of student dismissal, i.e., poor performance, ethical violation as stated in the center’s policy.

CAPE 12: NON-DISCRIMINATORY PRACTICES

The center clearly states in all printed materials that it adheres to non-discriminatory practices in its programs, center facilities and online media access. The center, its tiers or programs does not discriminate against persons because of race, gender, age, faith group, national origin, sexual orientation or physical disability.

SUMMARY

A. Identify your center’s opportunities for growth:

B. List your center’s challenges:

C. List ways in which CAPE/CPEI can be of assistance to you in the future related to:

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1. Program Development

2. Other issues

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SECTION X

APPENDICES

Appendix A: Application for Accreditation

Appendix B: Template for a Center Evaluation Report (CER)

Appendix C: Accreditation Checklist

Appendix D: Accreditation Site Visit Written Report Guidelines

Appendix E: Expense Report

Appendix F: Copies of CPE Center’s Compliance Report Forms

1. Appendix F-1: Completion of Student Unit Report2. Appendix F-2: CPE Center Annual Compliance Report3. Appendix F-3: Onsite/Mentor Professional Student Assessment4. Appendix F-4: CPE Center Assessment5. Appendix F-5: CPE Internship Interagency Affiliation Agreement

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APPENDIX A

P. O. Box 9166 ▪ Fleming Island, Florida 32006

CPEI ACCREDITATION INVOICE

DATE:

NAME AND ADDRESS OF DEPARTMENTAL LEADERSHIP / SUPERVISOR:

NAME

ADDRESS

EMAIL

PHONE

OFFICE ADDRESS:

NAME

ADDRESS

EMAIL

PHONE

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WEBSITE

PREVIOUS ACCREDITATION

Date:

Accrediting Organization

Initial Accreditation Tiers and Fees Renewal Fees (Years 2-4)

Reciprocity $500

Tier 0- No additional CPE Sites $0 Community-Based CPE Center $100

Community-Based CPE Center $500 Tier 1- 1 Additional Site $250 Corporate CPE Center $200

Corporate CPE Center $750 Tier 2- 2 Additional Sites $500 First Responder CPE Center $200

First Responder CPE Center $750 Tier 3- 3 Additional Sites $750 Educational CPE Center $250

Educational CPE Center $1500 Tier 2- 4+ Additional Sites $1000 Healthcare CPE Center $250

Healthcare CPE Center $1500

RECIPROCITY (Complete if Seeking Reciprocity/Grandfathering for One Year)

Name of the Current Accrediting Organization?

Total Amount Due (Complete all Applicable Fields):

Fee for CPE Center Type

Fee for Tier Level

Total Due

Remit Payment to:

Clinical Pastoral Education InternationalP.O. Box 9166U p d a t e d O c t o b e r 2 6 , 2 0 1 9 P a g e 26 | 42

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Fleming Island, FL 32006

APPENDIX B

Center Evaluation Report (CER)

TemplateRefer to the CAPE Standard’s compliance measures when completing this CER. Additional items such as copies of policies, contracts, organization chart, etc., will need to be included in each Center’s materials

Cover Page

Name of the Training Center

Location

Name of Supervisor(s)

Applicant, Accredited or Renewal(Identify)

Content

Introduction:

Welcome letter to include a “Statement of Intent” to seek CAPE accreditation and projected

dates and

times for an accreditation visit if required.

Compliance Measures:

CAPE 01 - Program Mission and History

Write a brief history of the center, tiers, and a brief review of the last accreditation visit if

applicable

CAPE 02 - Program Governance and Management Oversight

Explain the center’s legal status, organizational structure and contractual agreements (include

copies of each contract, MOU or affiliate agreement)

CAPE 03 - Records Maintenance

Explain the center’s process for maintaining confidential student records (include policy)

CAPE 04 - Professional Relationships

Explain the role of the center’s Professional Advisory Committee and identify educational

networks.

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CAPE 05 - Financial Responsibility and Accountability

Describe how the center manages student financial records, subsidies, stipends, scholarships and

associated contracts (include policy)

CAPE 06 - Curriculum Design and Development

Explain your center’s program and tier(s) in relation to their curriculum, didactic material and

program development.

CAPE 07 - Supervision, Educational Resources and Facilities

Identify your centers (residential, online, etc.) its learning resources, facilities and the

supervisor/student ratio.

CAPE 08 - Clinical Internships

Identify your clinical settings and affiliate agreements. Explain how the center tracks clinical

and supervisory hours and gleans feedback from students. (include copy of affiliate agreements)

CAPE 09 - Supervisory Staff and Qualifications

Demonstrate how your supervisors balance supervisory responsibilities and maintain skills -

care. Provide proof of professional liability insurance for supervisors, staff, advisory committee

members, students, etc.

CAPE 10 - Recruitment, Admission, Promotional Activities

Describe how your center complies with CPEI recruitment and admission policies. Include a

copy of the center’s student handbook.

CAPE 11 - Student Academic and Evaluation Methodologies

Describe your center’s evaluation process and include a copy of a CPE student and supervisory

student evaluation. Describe the policy related to unsatisfactory student performance. (include a

copy of the policy)

CAPE 12 - Non-Discrimination Policy

Include a copy of your center’s policy and state any issues that may have been handled by your

center since last accreditation visit.

List your center’s opportunities for growth:

List your center’s challenges:

List ways in which CAPE/CPEI can be of assistance to you in the future related to:

Program Development

Other comments

Center Director/Supervisor’s Signature: Date:

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APPENDIX C

Accreditation Checklist

Accreditation Checklist for Assigned Reviewer

Accreditation Site Team:      

Date of Site Visit:      

Name of the CPE Center:      

Name of the Director/Supervisor:      

INSTRUCTIONS: Review Team member(s) need to validate each aspect of the educational program, which addresses the following standards. A comments and notations section is provided at the end of each section.

● Meets

● Fails to Meet

● Notation

CPE Center Mission

Standard: The CPE center clearly states its mission and makes it public. The mission defines the purpose of the program and provides a definitive basis upon which to deliver and assess its clinical education programs.

Meets Fails to Meet

Notation

Describes how the program's mission statement is communicated to students, faculty, and the public. ☐ ☐ ☐

Identities the program's target population and identified any population change in the past 24 months. Describes any impact the population change has had on the program's mission.

☐ ☐ ☐

Provides CPE students’ enrollment by program for (a) each of the previous two fiscal years; (b) the current fiscal year to date;

☐ ☐ ☐

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and (c) projections for the next fiscal year.

DISCREPANCY / NOTATIONS      

CPE Center Legal Governance, Pastoral Advisory and Management Oversight

Standard: The program has a clearly identified and accountable governance structure which delineates authority for the approval of program policies and responsibility for the overall direction and effectiveness of the program. This management structure ensures the integrity and capability of the program and its compliance with statutory, regulatory, and accreditation requirements.

Meets Fails to Meet Notation

Identified the legal nature of the entity under which the program operates. Provided copies of relevant program documents such as certificates, charters, articles of incorporation, or partnership agreements.

☐ ☐ ☐

Identified any other name under which the program has operated, been accredited. ☐ ☐ ☐

Attached an organizational chart that (a) identified the names and titles of all operational personnel (managers, staff, and faculty) for the Institution in which the program is established, and (b) clearly delineated the relationships among them.

☐ ☐ ☐

Identified the methodology and results of how a program is evaluated by students and others. ☐ ☐ ☐

Attached copies of any agreements/contracts. Meets Fails to Meet Notation

● Contacts among organizations to offer CPE ☐ ☐ ☐

● Contracts/agreements with CPE supervisory staff ☐ ☐ ☐

● Contracts/agreements with Supervisors-In-Training/ Supervisory Candidates

☐ ☐ ☐

● CPE institutional agreement for student placement ☐ ☐ ☐

DISCREPANCY / NOTATIONS     

Records Maintenance

Standard: The program has a clearly identified and organized record-keeping system that ensures all records are maintained in an accurate, orderly, and up-to-date manner. The record-keeping

Meets Fails to Meet

Notation

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system facilitates ready access and review of these records by appropriate parties.

Describes the system(s) by which records are stored and secured to ensure ready access and review, while protecting from unauthorized access and undue risk of loss.

☐ ☐ ☐

Attached the program’s policy for ensuring confidentiality of student records. ☐ ☐ ☐

Indicated whether each of the following types of information (if applicable) is maintained electronically, in hard copy, or both electronically and in hardcopy:

Meets Fails to Meet N/A

● Admissions application forms and copies of any equivalency information

☐ ☐ ☐

● Student and supervisor evaluations ☐ ☐ ☐

● Complaint or appeal information ☐ ☐ ☐DISCREPANCY/ NOTATIONS      

Professional Relationships

Standard: The center has a clearly identified process developing relationships, memberships, and affiliations with other organizations within the CPE education/training network. These relationships are maintained, utilized, and documented for the purpose of enhancing the quality of the education, training, and student services.

Meets Fails to Meet N/A

Educational / Networks: Provided documentation and/or explanation of any educational or professional networks maintained or required to enhance the quality of education, training and student services. (Example: membership requirements, educational institutions, supervisory networks, etc.)

☐ ☐ ☐

Advisory Committee (AC): Provided documents which indicate advisory oversight and/or involvement. Meets Fails to

Meet Notation

● Provided names and backgrounds of the AC members. ☐ ☐ ☐

● Attached copies of meeting minutes and/or annual reports.

☐ ☐ ☐

DISCREPANCY / NOTATIONS      

Financial Responsibility and Accountability Meets Fails to Notation

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Standard: The program demonstrates evidence of sound financial management and resources sufficient to provide quality pastoral education.

Meet

● CPE Student Financial Records -Identified and described how financial processes are managed.

☐ ☐ ☐

● CPE Student Financial Records- Described how tuition charges are applied fairly and consistently.

☐ ☐ ☐

● CPE Student Financial Records -Identified how tuition payments are properly recorded and tracked.

☐ ☐ ☐

● CPE Student Financial Records -Described how cancellation and refund policies are written (fair and equitable) and how they are consistently administered.

☐ ☐ ☐

Financial Subsidies, Stipends or ScholarshipsMeets Fails to

Meet Notation

● Described the process for the fair administration of any financial subsidies and stipends.

☐ ☐ ☐

● Identified any scholarships offered by or at the institution. For each scholarship program, provide a description that includes (a) the terms and conditions of awards; (b) source of funding; (c) application procedures and deadlines; (d) criteria used to select award recipients; (e) who selects the recipients; (f) number of awards granted; and (g) minimum and maximum number of awards granted.

☐ ☐ ☐

Contracts/ MOUs and/or Supervisors Financial Records (Specific dollar amounts are not required.) Meets Fails to

Meet Notation

● Identified and described how financial processes are managed between Contract CPE Supervisory Staff.

☐ ☐ ☐

● Described and included copies of contractual relationships with persons involved in any level of supervisory training.

☐ ☐ ☐

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DISCREPANCY / NOTATIONS      

Curriculum Design and Development

Standard: The program’s curriculum design and instructional materials are up-to-date, educationally sound, and appropriate for the expected outcomes.

Meets Fails to Meet Notation

Listed the CPE programs (CPE and/or Supervisory CPE) that are currently offered. If the addition of supervisory training is being offered, included a complete description of the curriculum and outcomes projected.

☐ ☐ ☐

Described the process for developing syllabi and didactic

materials for the program. ☐ ☐ ☐

If more than one program and/or supervisor, described how consistency is maintained with other supervisors and/or supervisors in training.

☐ ☐ ☐

Attached a copy of a representative course syllabus and a copy of didactic material used in the program. ☐ ☐ ☐

Attached a list of primary texts, guides, resources or software utilized for each program and/or course. Described how these support the curricular objectives and educational goals.

☐ ☐ ☐

Attached a copy of the written policy for protecting against copyright and software license infringements. ☐ ☐ ☐

Described the process for updating and/or reviewing current curriculum. ☐ ☐ ☐

DISCREPANCY / NOTATIONS      

Supervision, Educational Resources and Facilities

Standard: The program’s facilities are safe, accessible, sound and conducive to learning and, as applicable, meet state and federal requirements.

Meets Fails to Meet Notation

Described the learning/supervisory setting in which students are engaged in residential, distance learning, etc. ☐ ☐ ☐

Identified the learning environment, furnishings, learning resources (library, etc.). ☐ ☐ ☐

Distance learning programs utilizing audio/visual formats described their delivery process, technology used, and how one meets the required standard to ensure student participation and protect confidentiality. Included a copy of the policy relative to

☐ ☐ ☐

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distance learning.

Identified CPE student / supervision ratio for the past units of training. ☐ ☐ ☐

DISCREPANCY/NOTATION      

Clinical Internships

Standard: The program demonstrates a process to ensure that the required hours are maintained. Additionally, programs demonstrate compliance with external clinical sites where interns are assigned by having agency agreements and a process for feedback from agency on-site mentors/proctors.

Meets Fails to Meet Notation

Described the process to ensure that the required CPE hours per unit (300 clinical and 100 individual and group) are met. ☐ ☐ ☐

Described the process for receiving feedback regarding CPE students’ performance in various agency settings, e.g., surveys for clinical mentors and other professionals.

☐ ☐ ☐

Included a copy of agreement used in agencies for student placement. ☐ ☐ ☐

Included a statement as to the type of clinical learning opportunities available to students. ☐ ☐ ☐

DISCREPANCY/NOTATION      

Supervisory Staff and Qualifications

Standard: Supervisory staff are required to meet educational and credentialing standards and adhere to ethical principles established by the profession and CPEI Code of Ethics

Meets Fails to Meet Notation

● Attached a copy of the supervisory staff job description. ☐ ☐ ☐

● Attached a copy of supervisory staff CV. ☐ ☐ ☐

● Attached a copy of receipts showing credentials are current and fees have been paid.

☐ ☐ ☐

Described how supervisors with additional responsibilities balance their responsibilities and practice healthy self-care. ☐ ☐ ☐

Described how supervisors maintain professional awareness and skills, i.e. attendance, conferences, seminars, research, writing,

☐ ☐ ☐

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etc. Attach copy of continuing education records.

Included copies of professional liability insurance or coverage provided for supervisor and evidence of coverage (as required) for CPE students.

☐ ☐ ☐

Describe the process for ensuring continuity of training should the primary supervisor be incapacitated, resigned, or temporarily removed from teaching/supervision responsibilities. Attach a copy of the policy.

☐ ☐ ☐

Identified any supervisors accused of ethical violations, the process for evaluating the accusation, and actions taken. ☐ ☐ ☐

DISCREPANCY /NOTATION     

Recruitment, Admission and Promotional Activities

Standard: Informational and promotional materials, advertising, and representations made by or on behalf of the program for recruiting purposes are to offer justifiable and provable claims regarding the courses, programs, costs, location(s), supervisory staff, student services, and other benefits. All communications with prospective students are ethical, honest, and consistent. The program does not state or imply that employment and/or certification are guaranteed.

Meets Fails to Meet Notation

Described how CPE program advertises and promotes itself. This is to include all means and media utilized (e.g. print media, radio, TV, direct mail, brochures, website, social media, and the internet). Identify the URL for the program’s website and social media.

Attached a copy of sample ads and promotional brochures.

☐ ☐ ☐

Describe the admissions process.

● Attached a copy of admission correspondence☐ ☐ ☐

● Attached a copy of acceptance letters, contracts, etc. that students are required to sign.

☐ ☐ ☐

Identified how students are informed of their rights and responsibilities, orientation, etc. Include a copy of the student policies and procedures.

☐ ☐ ☐

Attached a copy of the student handbook. ☐ ☐ ☐Described the process and include examples of students seeking educational or CPE equivalencies. ☐ ☐ ☐

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DISCREPANCY/NOTATION      

Student Academic and Evaluation Methodologies

Standard: The program demonstrates clear and comprehensive process of evaluation for student performance guaranteed.

Meets Fails to Meet Notation

Described the processes by which written evaluations (student and supervisor) are utilized to demonstrate growth and accomplishment of CPE/ Supervisory learning objectives.

☐ ☐ ☐

Identified and describe the attendance and absence policy. Include program policy and procedure. ☐ ☐ ☐

Identified and describe learning methodologies: ministry encounters (verbatims, case conferences, learning contract, etc.), individual and group supervision, etc.

☐ ☐ ☐

Described the process of student dismissal, i.e., poor performance, ethical violation. ☐ ☐ ☐

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APPENDIX D

Site Visit Accreditation Written Report Guidelines

Name of Reviewer(s):

_____________________________________________________________________________

_

Date of Site Visit Review:

_____________________________________________________________________________

_

Center’s Name and Contact Information:

_____________________________________________________________________________

_

Director of Center:

_____________________________________________________________________________

_

INTRODUCTION & BACKGROUND History of the CPE Center: ____________________________________________________________________________________________________________________________________________________________

Leaders in the CPE Center’s Pastoral Advisory Committee: ____________________________________________________________________________________________________________________________________________________________

Narrative Description of How the CPE Center Met the Standards. CAPE 01 Center’s Mission ____________________________________________________________________________________________________________________________________________________________

CAPE 02 Center’s Legal Governance, Pastoral Advisory and Management Oversight ____________________________________________________________________________________________________________________________________________________________

CAPE 03 Records Maintenance____________________________________________________________________________________________________________________________________________________________

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CAPE 04 Professional Relationships____________________________________________________________________________________________________________________________________________________________

CAPE 05 Financial Responsibility and Accountability____________________________________________________________________________________________________________________________________________________________

CAPE 06 Curriculum Design and Development____________________________________________________________________________________________________________________________________________________________

CAPE 07 Supervision, Educational Resources and Facilities____________________________________________________________________________________________________________________________________________________________

CAPE 08 Clinical Internships____________________________________________________________________________________________________________________________________________________________ CAPE 09 Supervisor Qualifications ____________________________________________________________________________________________________________________________________________________________

CAPE 10 Recruitment, Admission and Promotional Activities____________________________________________________________________________________________________________________________________________________________ CAPE 11 Student Academic and Evaluation Methodologies____________________________________________________________________________________________________________________________________________________________

CAPE 12 Non-discriminatory Practices

____________________________________________________________________________________________________________________________________________________________ SUMMARY (Observations and notations, if any identified) ____________________________________________________________________________________________________________________________________________________________ CAPE RECOMMENDATION(Corrections or notations to be addressed prior to full and complete recommendation)

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____________________________________________________________________________________________________________________________________________________________

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APPENDIX E

EXPENSE REPORTThe Commission site team will present a copy of expenditures and all receipts to the director of the training center reviewed for reimbursement. Please attach all receipts and documentation to receive payment promptly. Name _______________________________Date _________________________________

Institution/Facility __________________________________________________________________________

Address __________________________________________________________________________

City/State/Zip __________________________________________________________________________ Meeting Attended __________________________________________________________________________ Meeting Date __________________________________________________________________________

Travel

Auto miles _________ @ IRS mileage rate $_______

Air $_______

Cab $_______

Car rental $_______

Parking $_______

Other ___________________________

Accommodations

$_______

Hotel $_______

Meals

Other Allowed Expenses: (Please List)

$_______

_________________________________________________ $_______

________________________________________________ $_______

EXPENSE TOTAL $_______

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ONLINE FORMSUnit Completion Form

Center’s Annual Compliance Form

Students CPE Program Evaluation Form

Onsite Coordinator Assessment Form

Student Affiliation Agreement Form

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