1. Policy & Procedures Manuals for Supportive Housing Anne Cory Corporation for Supportive Housing MHSA Operations TA Call 2/2/11 www.csh.org

2. 2 Purpose of the policy and procedure manual (and what it is not) Having clear policies and procedures in place: –Helps provide support to staff, –helps supportive housing projects run smoothly, and –helps ensure consistent and predictable responses to important events.

3. Purpose of the policy and procedure manual (and what it is not) A Policies and Procedures Manual represents an important guide to: –who does what; –when or how often it is done; –how it is done (in writing, in a meeting, etc.); –what resources are available (staff on call, logbooks); and –what forms to use. 3

4. Purpose of the policy and procedure manual (and what it is not) At a minimum, the Manual should outline the performance of critical functions, such as emergency on-call systems, fire safety procedures, and responses to crises. Policies and procedures should also be periodically reviewed and revised throughout the operating of the housing. 4

5. 5 Whose manual is it? Many programs have three different manuals: A Welcome/Orientation Guide (for tenants); A Personnel Policies and Procedures Manual (for staff); and A Building Operating/Program Policies and Procedures Manual (for staff).

6. 6 Content Introduction –Introduction –Agency Overview and Mission –Program Description and Goals

7. 7 Content Organizational Chart –Organizational Chart –Job Descriptions

8. 8 Content Admission and Discharge Policies –Tenant Selection Processes –Eviction Processes

9. 9 Content Building Management Policies –Rent Collection –Room Inspections –Repairs and Maintenance –Lease Violations –Health and Safety Violations –Front Desk Responsibilities –Building Security and Visitor Policies –What about including copies of forms??

10. 10 Content Social Service Policies –Program Policies (i.e., medication management, budgeting assistance, representative payee, referrals etc.) –Service Documentation Policy –Confidentiality Policy –Fraternization Policy –Miscellaneous Operations: (i.e., car policy, petty cash etc.)

11. 11 Content Emergency Policies and Procedures –Psychiatric/Medical –Accidents and Death –On-Call Phone Numbers, Emergency Contacts and Resources Fire Safety Policy –Fire Prevention and Inspection Policy

12. Content Incident Review Policies –Investigating an Incident –Writing and Filing Incident Reports 12

13. Content Grievance Policies –Informal Tenant Grievance Policy –Formal Tenant Grievance Policy –Dispute Resolution Services 13

14. Content Abuse and Neglect Reporting –Criteria for Identifying Incident of Abuse or Neglect –Child Abuse and Neglect Reporting –Elder Abuse and Neglect Reporting –Response to Domestic Violence situations 14

15. Content Medical Policies –Medication Storage –Medication Monitoring 15

16. Some other topics Reasonable Accommodation Tenant organizing Community building activities Tenant orientation 16

17. CSH Dimensions of Quality: Assessing Key Indicators 4. All involved organizations maintain, review and regularly update manuals and plans, such as: Property Management Operations Manual; Asset Management Plan; Maintenance Policies and Procedures Manual; Services Policy and Procedure Manual; Compliance Manual; Personnel Policies and Procedures Manual; Staff Training and Orientation Manual; and Safety and Emergency plans. 17

18. CSH Dimensions of Quality Questions to Consider: –Is there a schedule for reviewing and updating manuals and plans? –Who conducts the reviews? –How are decisions made regarding potential changes to manuals or plans? –How are updates disseminated? 18

19. For more information go to www.csh.orgwww.csh.org