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
CW: Region District/CE Program 3/07 - Revised
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
CW: Region District/CE Program 3/07 - Revised
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
CW: Region District/CE Program 3/07 - Revised
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)
CW: Region District/CE Program 3/07 - Revised
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.
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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.
CW: Region District/CE Program 3/07 - Revised
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.
CW: Region District/CE Program 3/07 - Revised
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
CW: Region District/CE Program 3/07 - Revised
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.
CW: Region District/CE Program 3/07 - Revised
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.
CW: Region District/CE Program 3/07 - Revised
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 _____
CW: Region District/CE Program 3/07 - Revised
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: __________________________________________________________________
CW: Region District/CE Program 3/07 - Revised
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)
CW: Region District/CE Program 3/07 - Revised
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 $ $ $
CW: Region District/CE Program 3/07 - Revised
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 ___________________
CW: Region District/CE Program 3/07 - Revised
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.
CW: Region District/CE Program 3/07 - Revised
__________________ REGION
Sign in sheet for continuing education event ______________________________ (date)
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
NAME
ORG
ADDRESS
CITY/ZIP
DayPhone
AMT PD
check/cash
CW:Region District/CE Procedures 08/23/16 – Page 18
NASW WASHINGTON STATE CHAPTER Reimbursement Request Form
Date ___________________ Amount Requested _______________ Code# _____
Check to be made out to _________________________________________________________
Address ____________________________________ City _________________ Zip __________
Reason for request ______________________________________________________________
_____________________________________________________________________________
Signature _____________________________________________________________________
NASW WASHINGTON STATE CHAPTER Reimbursement Request Form
Date ___________________ Amount Requested _______________ Code# _____
Check to be made out to _________________________________________________________
Address ____________________________________ City _________________ Zip __________
Reason for request ______________________________________________________________
_____________________________________________________________________________
Signature _____________________________________________________________________
NASW WASHINGTON STATE CHAPTER Reimbursement Request Form
Date ___________________ Amount Requested _______________ Code# _____
Check to be made out to _________________________________________________________
Address ____________________________________ City _________________ Zip __________
Reason for request ______________________________________________________________
_____________________________________________________________________________
Signature ____________________________________________________________________
CW:Region District/CE Procedures 08/23/16 – Page 19
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.
CW:Region District/CE Procedures 08/23/16 – Page 20
WASHINGTON STATE CHAPTER NASW
Format Guidelines for
DISTRICT DEVELOPMENT & MEETING PLANNING
Developed by:
Susan Reynolds and Mike Hays Puget Sound Representatives
March 1999
CW:Region District/CE Procedures 08/23/16 – Page 21
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.
CW:Region District/CE Procedures 08/23/16 – Page 22
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
CW:Region District/CE Procedures 08/23/16 – Page 23
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.
CW:Region District/CE Procedures 08/23/16 – Page 24
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.
CW:Region District/CE Procedures 08/23/16 – Page 25
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.
CW:Region District/CE Procedures 08/23/16 – Page 26
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.)