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					 OREGON ASSOCIATION OF COUNTY
TREASURERS AND FINANCE OFFICERS




         CERTIFICATION


               AND


    CONTINUING    EDUCATION


            PROGRAM




         IN ASSOCIATION WITH
     MT HOOD COMMUNITY COLLEGE
               CERTIFICATION & CONTINUING EDUCATION PROGRAM

                                           TABLE OF CONTENTS



Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Goals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . .4

Certification Program . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . .5

          Experience Credit Module . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .6

          Education Credit Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Application for Certification. . . . . . . . . . .. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . .8

Renewal of Certification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . .13




                                                            2
MARCH, 2000
BACKGROUND:

Beginning in early 1986, we began discussing as individuals and as an
association, the need to provide professional training and recognition for our
membership. We also recognized the need to enhance our professional image
and to demonstrate our important role in county government.

As a result of those discussions, a credential committee was established the
same year, and charged with the task of developing a method for reaching the
organization’s goals.

The committee continued to address the needs of the members of the
association with the acknowledgement of prior experience being a major factor in
recognition of professional knowledge. In spring 1989, the committee presented
to its membership a two-part program, consisting of Certification and Continuing
Education.

The certification program meets the requirements of the membership in 1) the
important recognition of experience coupled with 2) basic education knowledge.

The continuing education program recognized the ongoing changes in a
professional’s career, as they are required to meet continued career
developments.

The applications were mailed to all members, and in fall, 1989, the first individual
certificates were presented.

In order to insure that records of certification and continuing education be verified
and maintained, discussions were conducted in 1989-90 with representatives
from Marylhurst College, one of Oregon’s better private colleges noted for it’s
work in the field of continuing education.

In the spring of 1990, Marylhurst College began accepting and verifying applicant
certification information. In the fall of 1990, the college and OACTFO issued the
first certifications to successful applicants. This association continued until 2000,
when Marylhurst indicated that they were no longer interested in administering
our certification program.

Association members researched alternatives to our Marylhurst affiliation. At the
spring, 2000 meeting it was announced that a relationship was established with
Mt. Hood Community College, Gresham, Oregon and they will now administer
our certification and re-certification program.




                                          3
MARCH, 2000
GOALS:

The program is designed to enhance the professionalism and productivity of our
members so that they may better serve their offices and the public. This system
recognized practical experience and training already received, and blends it with
the awareness of the continually changing needs of our profession.


The objectives are as follows:

1. To enhance the quality of services provided to the public

2. To increase our value to the county management group

3. To increase professional competency

4. To encourage personal growth

5. To provide professional recognition of our members

In order to acknowledge these goals, the program has been defined into
two areas.

1. Certification

2. Continuing Education (Renewal of Certification)




                                        4
MARCH, 2000
I.      CERTIFICATION PROGRAM

General Requirements

Participants must earn 100 points to be eligible for certification.

50 points are required as outlined in the experience credit module (see attached).

50 points are required as outlined in the educational credit module (see
attached).

Certificates will be issued at the Fall Conference each year.

Applications must be received by June 15.




                                          5
MARCH, 2000
A. EXPERIENCE CREDIT MODULE (50 POINTS REQUIRED)

Experience                                                        Points Maximum

1. Experience as a full-time county official.                     4 per yr       25

2. Other supervisory positions in local government prior to       2 per yr       10
   becoming a county official.

3. Supervisory position in federal, state or other local government. 1 per yr    10

4. Certification by national or state recognized organization    10 per yr       20
   (e.g. CMA, CPA, CIM).                                         certification

5. Attendance at an annual national or state convention for your 1 each          20
   respective affiliate association.

6. Attendance at the OACTFO Annual Convention.                    1 each         10

7. Service as an officer or statewide committee chairperson       2 per yr       10
   in your respective affiliate association

8. Service as an officer or committee chairperson in a            2 per yr       10
   national association related to your county office.

9. Service as a speaker, panel member, or instructor at an       1 per           10
   annual job-related convention or course of professional       course
   instruction.

10. Participation in education courses and in-service training    1 per          10
    relating to your position as a county official.               course
    (must be a minimum of 6 hrs in duration)                      per yr

(For courses and training which require the taking and successful passage of a
test, students who receive a passing grade will receive two points per course, but
students failing the test shall receive no points.)

11. Relevant university or college course work and/or              1 per         25
    correspondence courses offered by an accredited institution credit hr
    of high education or similar organization of recognized merit.
    (Students must submit a copy of their school transcript.)




                                         6
MARCH, 2000
B. EDUCATION CREDIT MODULE (50 POINTS REQUIRED)

    The overriding consideration in determining whether a specific program
    qualifies as an acceptable educational requirement is that it be a formal
    program of learning which contributes directly to the professional competence
    of the individual. It is the obligation of each participant to select a course of
    study, which will contribute to his or her professional competence.

    1. Acceptable subject matter:
             a. Accounting and Auditing
             b. Taxation
             c. Management Services
             d. Computer Science
             e. Mathematics
             f. Statistics
             g. Probability and Quantitative Application in Business
             h. Economics
             i. Business Law
             j. Finance and Fiscal Management
             k. Specialized Areas of Industry (for example: government, fringe
                benefits, budgeting, personnel and labor relations, management
                and supervision, media relations).

    2. Points Granted

        1 (one) point = 1 (one) credit = minimum 50 minutes

        The responsibility for documenting the acceptability of the program and
        the validity of points rests with the participants.

        To be eligible for acceptance in meeting the educational requirements the
        50 points must be completed during the three year period immediately
        preceding the date of the certificate application.

        To obtain the educational requirements the following shall be provided:
              a. School, Firm or Organization conducting the program
              b. Location
              c. Title of Program or description of content
              d. Dates Attended
              e. Points Claimed




                                          7
MARCH, 2000
                     APPLICATION FOR CERTIFICATION
                OREGON ASSOCIATION OF COUNTY TREASURERS
                         AND FINANCE OFFICERS


GENERAL REQUIREMENTS FOR CERTIFICATION:

        In order to receive a certificate of completion from the OACTFO,
        applicants must successfully complete BOTH the education and
        experience components.

To apply for this certificate, you must do the following:

        1) Execute the attached affidavit. Applicants are responsible for keeping
            their own records. This affidavit must be signed by you.

        2) Send these to:
            Barbara Hoffstetter, Training & Employee Development
            Mt. Hood Community college
            26000 S E Stark St
            Gresham, Oregon 97030

              Other communications information for Ms. Hoffstetter:
              Phone: (503) 491-7386 Fax: (503) 491-7390
              E-mail: hoffsteb@mhcc.cc.or.us

        3) A check for $45.00, payable to Mt. Hood Community college, must
           accompany your application.

        4) All applications must be received on or before June 15 for September
           certification.




                                           8
MARCH, 2000
                           APPLICANT INFORMATION


    1.
         Last Name                      First                      Initial

    2.
         Title                          County

    3.
         Mailing Address

    4.
         City                           State                      Zip Code

    5.
         Business Phone                         Home Phone                   Fax

    6.
         Home Address                                                        E-mail

    7.
         City                           State                      Zip Code


                                      AFFIDAVIT

    I,                           , do hereby apply for certification under the
    Oregon Association of County Treasurers and Finance Officers training and
    certification program.

    I further affirm that I have completed the practical experience component as
    listed below:


    1. Experience as a full-time county official (4 points for each year served,
       maximum of 25).
       Position                  County                            Years
       Served




                                                     Subtotal




                                        9
MARCH, 2000
    2. Other supervisory positions in local government prior to becoming a
       county official (2 points for each year served, maximum of 10).
       Position                      County                         Years
       Served




                                                        Subtotal

    3. Supervisory position in federal, state or other local government (1 point for
       each year served, maximum of 10).
       Position                    Agency                       Years Served




                                                        Subtotal

    4. Certification by national or state recognized organization (e.g. CMA, CPA,
       CIM) (10 points per certification, maximum of 20).
       Organization                                     Date of Certification




                                                        Subtotal

    5. Attendance at an annual national or state convention for your respective
       affiliate association (1 point per convention, maximum of 20).
       Convention             Sponsor             Place               Date




                                                        Subtotal

    6. Attendance at the OACTFO Annual Convention (1 point per convention,
       maximum of 10).
       Date                         Place




                                                        Subtotal



                                         10
MARCH, 2000
    7. Service as an officer or statewide committee chairperson in your
       respective affiliate association (2 points for each year served, maximum of
       10).
       Office                       Association                 Dates Served




                                                        Subtotal

    8. Service as an officer or committee chairperson in a national association
       related to your county office (2 points for each year served, maximum of
       10).
       Office                      Association                 Dates Served




                                                        Subtotal

    9. Service as a speaker, panel member or instructor at an annual job-related
       convention or course of professional instruction (1 point per course per
       year, maximum of 10).
       Course                           Sponsor                             Date




                                                        Subtotal

    10. Education courses and in-service training related to your position as a
        county official (1 point per course and each course must represent 6 hours
        of training, maximum of 10).

       (For courses and in-service training which require the taking and
       successful passage of a test, students who receive a passing grade will
       receive 2 points per course, but students failing the test shall receive no
       points.)
       Course                             Sponsor                              Date




                                                        Subtotal


                                         11
MARCH, 2000
    11. Relevant university or college course work and/or correspondence
        courses offered by an accredited institution of higher education or similar
        organization of recognized merit (1 point per credit hour, maximum of 25).

        (Students must submit a copy of their school transcript)
       Course                            Institution                  Dates       of
       Completion




                                                        Subtotal

    Total number of experience points earned (50 points are required for
       certification).

                                                    TOTAL




                                         12
MARCH, 2000
II.     RENEWAL OF CERTIFICATION (CONTINUING EDUCATION
        REQUIREMENT

        Each biennial renewal period participants who apply to renew their
        certificates shall report with their application form satisfactory evidence of
        having completed 40 hours of continuing education (20 each year).

        To be eligible for credit, hours must be completed during the two-year
        period immediately proceeding the renewal date.

        A. To obtain credit, the following information pertinent to the continuing
           education program must be provided:

              1.   School, firm or organization conducting the program
              2.   Location of program
              3.   Title of program or description of content
              4.   Dates attended
              5.   Hours claimed

        B. To obtain credit for published articles and books the following
           information must be provided:

              1.   Publisher
              2.   Title of Publication
              3.   Description of content
              4.   Date of publication
              5.   Hours claimed

        C. A check for $45.00, payable to Mt. Hood Community College must
           accompany your application

        D. Programs Which Qualify:

              The overriding consideration in determining whether a specific program
              qualifies as an acceptable educational requirement is that it be a
              formal program of learning which contributes directly to the
              professional competence of the individual. It is the obligation of each
              participant to select a course of study, which will contribute to his or
              her professional competence.

              1. The program is at least an hour (fifty minutes period) in length
              2. The program is conducted by a qualified instructor (A qualified
                 instructor or discussion leader is a person whose background,
                 training, education or experience makes it appropriate for the
                 person to lead a discussion on the subject matter of the particular
                 program)
              3. A record of attendance is maintained

                                            13
MARCH, 2000
        E. The following programs qualify provided they meet the requirements
        above.

              1. Professional development programs of recognized national and
                 state accounting organizations and their chapters
              2. University or college courses
                 a. Credit courses – each semester hour credit shall equal 14 hours
                     toward the requirement; each quarter hour shall equal 10 hours
                     toward the requirement
                 b. Non-credit short courses – each classroom hour shall equal one
                     qualifying hour
              3. Formal organized in house educational programs
              4. Programs sponsored by other recognized organizations regularly
                 providing education programs
              5. Formal correspondence or other individual study programs which
                 require registrations and provide evidence of satisfactory
                 completion shall qualify

Credit Hours Granted:
Credit shall be given for actual hours attended – only class hours or the
equivalent will be counted. Student hours devoted to preparation are not
acceptable. Travel time is not acceptable.

Continuing education credit will be given for whole hours only with a minimum of
50 minutes constituting one hour.

Credit for Individual Study Programs:
In determining the amount of credit to be allowed for specific correspondence
and individual study programs, including taped study programs, the committee
may review the equivalency of the program to a comparable seminar or a
comparable course for credit in an accredited educational institution.

Participants claiming credit for individual study programs must obtain evidence of
satisfactory completion of the course from the program sponsor.

Credit shall be allowed in the renewal period in which the program is completed.

Credit for service as Lecturer, Discussion Leader, or Speaker:
Credit as an instructor, discussion leader, or speaker shall be allowed for any
meeting or engagement provided that the session is one, which would meet the
continuing education requirements of those attending.

Credit for one hour of continuing education shall be awarded for each hour
completed as an instructor or discussion leader only to the extent that it
contributes to the applicant's professional competence.


                                          14
MARCH, 2000
The credit allowed an instructor, discussion leader, or a speaker shall be on the
basis of two hours for subject preparation for each hour of teaching.

Credit shall be allowed for the first time a course is taught during a renewal
period only.

The maximum credit for preparation and teaching shall not exceed one half of the
renewal period requirement.

Credit for participants attending not as instructors, discussion leaders, or
speakers are limited to the actual meeting time.

Credit for Published Articles:
A credit may be allowed for published articles and books provided they contribute
to the professional competence of the participant.

Subject to committee review credit for preparation of published articles may be
given on a self-declaration basis up to one half of the renewal period
requirement.

Evidence of completion:
Responsibility for documenting the acceptability of the program and the validity of
credit rests with the participant in his renewal application.




                                         15
MARCH, 2000

				
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