Establishment & Procedures Manual

To help communities establish and operate a local Education Foundation, CEFA has created a comprehensive Establishment and Procedures Manual. This manual is very useful to existing local Education Foundations as it provides many examples of documents and other important information resources required for the running of your foundation. Most of these examples have been made available in a format that allows you to ‘cut and paste’ or copy them so they can be adjusted for your foundation or community’s specific needs.

Establishment & Procedures Manual - Consolidated version

Module A: Introduction

A.1 Introduction
A.2 The CEFA story
A.3 Introduction Letter to New Communities
A.4 What CEFA will do for local Education Foundations
A.5 CEFA Charter
A.6 Local Education Foundation’s Obligations to CEFA

Module B: Yearly Calendar and Checklist

B.1 Yearly Calendar and Checklist for local Education Foundations

Module C: Establishment Guide

C.1 How To Get Started

i New South Wales
ii Tasmania
iii Victoria
iv South Australia
v Queensland
vi Northern Territory
vii Western Australia

C.2 Suggested Profile of People and Skills Required for the Committee

C.3 CEFA State Constitution

­ i New South Wales
­ ii Australian Capital Territory (currently under review, to be added in 2012)
­ iii Victoria (currently under review, to be added in 2012)
­ iv South Australia
­ v Queensland
­ vi Northern Territory (currently under review, to be added in 2012)
­ vii Western Australia (currently under review, to be added in 2012)
­ viii Tasmania (currently under review, to be added in 2012)

Module D: Applications and Recipient Selection

D.1 Notification of Applications Open
D.2 Application Form
D.3 The Interview Process and the Interview Panel
D.4 Suggested Interview Questions
D.5 Suggested Assessment Criteria
D.6 Sample Student Ranking Sheet
D.7 Sample Interviewee Notes
D.8 Certificate for Successful Applicants
D.9 Post-Interview Letter to Successful Applicants
D.10 Post-Interview Letter to Unsuccessful Applicants
D.11 Process for Dispersing Education Partner Co-funding

Module E: Marketing and Communications Materials

E.1 Sample Letterhead
E.2 Logos and Acceptable Usage
E.3 Sample Annual Reports
E.4 Sample Letter Accompanying Annual Report to Members and Subscription Renewal
E.5 Sample Contribution Brochure
E.6 Sample Promotional Letters
E.7 Media Releases
E.8 Notices of Scholarships for Schools, Individuals and Local Publications
E.9 Sample News Articles
E.10 Sample Information Flyer for Students
E.11 Sample local Education Foundation Newsletter
E.12 Certificate of Appreciation

Module F: AGMs and Meetings

F.1 Standard Meeting Procedure
F.2 Standard Minute Taking Procedure
F.3 Standard AGM Procedure
F.4 Sample Agenda and Minutes

Module G: Fundraising

G.1 Fundraising Ideas
G.2 Authority/ Licence to Fundraise
G.3 Public Liability Insurance Request Form
G.4 Certificate of Currency for Public Liability Insurance

Module H: Reporting

H.1 Sample Student Progress Letter
H.2 Local Education Foundation Annual Financial Report to CEFA
H.3 Local Education Foundation Annual Grant Recipient Report to CEFA
H.4 Local Education Foundation Chairman's AGM Report

CEFA Information