{"id":5139,"date":"2014-08-26T21:33:36","date_gmt":"2014-08-26T21:33:36","guid":{"rendered":"http:\/\/confio.org.mx\/inicio\/?page_id=5139&#038;lang=en"},"modified":"2016-05-31T21:38:42","modified_gmt":"2016-05-31T21:38:42","slug":"9-standards-of-transparency-and-best-practices-stbp-for-lower-income-organizations","status":"publish","type":"page","link":"https:\/\/confio.org.mx\/inicio\/standards-of-transparency-and-best-practices\/9-standards-of-transparency-and-best-practices-stbp-for-lower-income-organizations\/","title":{"rendered":"9 Standards of Transparency and Best Practices (STBP) for lower income organizations"},"content":{"rendered":"<p><b>\u00a0<\/b><\/p>\n<div class=\"su-accordion su-u-trim\">\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>1.- Operation and regulation of the governing board.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A.<span style=\"font-weight: 400;\">The board of directors has a minimum of five voting members.<\/span><\/b><br \/>\n<b>B. <\/b>The governing body meets at least three times a year. There should be at least one meeting per year with a majority in attendance of the governing board.<br \/>\n<b>C. <span style=\"font-weight: 400;\">Each member of the governing board attends at least to one meeting during the year.<\/span><\/b><br \/>\n<b>D. <span style=\"font-weight: 400;\">Governing board members are regularly renewed.<\/span><\/b><br \/>\n<b>E. <span style=\"font-weight: 400;\">At least 60% of the board members do not receive any income from the organization or any other related entity. <\/span><\/b><br \/>\n<b>F. <span style=\"font-weight: 400;\">The organization has public disclosure of information about its board members and its directors.<\/span><\/b><br \/>\n<b>G. <span style=\"font-weight: 400;\">The organization keeps a controlled record of the board meetings.<\/span><\/b><br \/>\n<b>H. <span style=\"font-weight: 400;\">The governing board members and the organization\u2019s directors have no relationship.<\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>2.- Clarity and disclosure of the organization\u00b4s mission.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <\/b>The mission is the essence of the organization; the activities carried out by the organization should achieve its mission and follow social benefit goals.<br \/>\n<b>B. <\/b>All members of the organization, including volunteers, are well aware of the organization\u00b4s mission, which is also available to the public.<br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>3.-Planning and activities follow up.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization has a strategic plan and\/or an annual operations plan, which is known by the governing board<\/span><\/b>.<br \/>\n<b>B. <span style=\"font-weight: 400;\">For the last two years the organization&#8217;s actions and performance show effectiveness in achieving its mission.<\/span><\/b><br \/>\n<b>C. <span style=\"font-weight: 400;\">The organization has defined system to follow up its work plan.<\/span><\/b><br \/>\n<b>D. <span style=\"font-weight: 400;\">The organization has a defined control system to follow up on the organization\u00b4s beneficiaries. <\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>4.- Communication and truthful information. <\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization\u00b4s activities for communication, fund raising, and \u00a0informational materials, distributed by any means, do reflect the organization\u00b4s mission, are accurate, truthful and not misleading.<\/span><\/b><br \/>\n<b>B. <span style=\"font-weight: 400;\">The organization delivers an annual report available to all, and on request.<\/span><\/b><br \/>\n<b>C. <span style=\"font-weight: 400;\">The organization provides financial information to its audience. <\/span><\/b><br \/>\n<b>D. <span style=\"font-weight: 400;\">The organization\u00b4s information is available at all the official sites.<\/span><\/b><br \/>\n<b>E. <\/b>La organizaci\u00f3n cuenta con correo electr\u00f3nico institucional.<br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>5.- Financing transparency. <\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization discloses information about its main financing sources, with quantities donated by each donor, from either public or private sector. <\/span><\/b><br \/>\n<b>B. <span style=\"font-weight: 400;\">The organization keeps a document to report income and expenses of fund raising activities.<\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>6.- Fund raising plurality.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization performs activities aimed to pursue a diverse source of income from public and private entities. <\/span><\/b><br \/>\n<b>B. <span style=\"font-weight: 400;\">None of the organizations\u00b4 donors provide more than the 50% of the total income on a continuous basis for the last two years <\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>7.- Control in fund expenditure<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization prepares an annual budget for the year ahead and its governing board is well aware of such budget. <\/span><\/b><br \/>\n<b>B. <span style=\"font-weight: 400;\">The organization reports a breakdown of expenses that shows what portion of these expenses was allocated to each project\/program.<\/span><\/b><br \/>\n<b>C. <span style=\"font-weight: 400;\">Donors are able to verify that their charity was assigned to the specific action they requested; through control activities implemented by the organization. \u00a0\u00a0<\/span><\/b><br \/>\n<b>D. <span style=\"font-weight: 400;\">For the past two years, the organization has had a balanced financial structure.<\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>8.- Financial statements disclosure and the accomplishment of the fiscal and legal liabilities. <\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">The organization has accounting records and financial statements done by an accountant, which are also known by the governing body.<\/span><\/b><br \/>\n<b>B.\u00a0<span style=\"font-weight: 400;\">The organization discloses its monthly and annual financial reports to the fiscal authority. <\/span><\/b><br \/>\n<\/div><\/div>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>9.- Volunteering encouragement.<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\"> <b>A. <span style=\"font-weight: 400;\">Volunteers participate in the organization\u00b4s activities. <\/span><\/b><br \/>\n<b>B. <span style=\"font-weight: 400;\">The organization outlines the activities to be performed by volunteers.<\/span><\/b><br \/>\n<\/div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0<\/p>\n","protected":false},"author":13,"featured_media":0,"parent":5126,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-5139","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/pages\/5139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/comments?post=5139"}],"version-history":[{"count":1,"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/pages\/5139\/revisions"}],"predecessor-version":[{"id":5143,"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/pages\/5139\/revisions\/5143"}],"up":[{"embeddable":true,"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/pages\/5126"}],"wp:attachment":[{"href":"https:\/\/confio.org.mx\/inicio\/wp-json\/wp\/v2\/media?parent=5139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}