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This six-section toolkit is intended to assist boards and management in their collaborative efforts to build well-governed and effective Community Action Agencies (CAAs).

The toolkit includes case scenarios and examples to help you understand and apply the principles discussed. Many of the sections provide sample documents that CAAs can use as a starting point for developing their own policies.

This resource addresses how to:

  • Conduct and maintain minutes for board meetings;
  • Build financial capacity through hiring of skilled financial staff and effective audits;
  • Prepare organization-wide budgets;
  • Get the most out of financial statements;
  • Address conflicts of interest; and
  • Draft and implement effective whistleblower policies.

Individual Sections:

Related Resources:

CAA Leader’s Legal Guide

CAA Leader’s Legal Guide

The legal framework that governs both public and nonprofit Community Action Agencies (CAAs) as recipients of federal grant funds is vast. This guide aims to give leaders of CAAs - the board and the executive management - an overview of some of the legal requirements that...

CAA Leader’s Legal Guide

Do the Right Thing: Culture of Compliance + Ethics

In the face of increased scrutiny, it's more important than ever for Community Action Agencies (CAAs) to establish and maintain a strong ethical culture within their organizations. CAAs are also being held to higher standards of accountability in terms of their ability to...

CSBG Training Tool for Nonprofit CAA Boards

CSBG Training Tool for Nonprofit CAA Boards

One way to empower a CAA board is to give it the tools it needs to educate itself. With this in mind, CAPLAW has created a self-training tool to provide a nonprofit CAA board with the guidance and information it needs to teach itself about the Community Service Block Grant...