1.B.5.a. Applicant orientation

Rule

Documentation of a process that requires a written agreement prior to committing to terms that includes the following:

Resident rights
Financial obligations, responsible parties and refund policy
Restrictions and commitments
Services provided
Recovery definition and goals
Relapse policies and advance directive
Policies regarding removal of personal property left in the residence

Levels

I	II	III	IV
✔	✔	✔	✔

This standard rule applies to all recovery residence levels of support.

Guidance

Before an individual agrees to any terms, they must go through an orientation. Some recovery residences utilize a written checklist, where residents initial next to the various terms documenting that they have read and understand them. A growing number of technology platforms allow this to be done electronically. Regardless, providers must have a way of ensuring individuals an adequate oriented prior to agreeing to terms.

Evaluation

Is there a process for orienting individuals prior to committing to terms?
Does this process require a written agreement that lists at a minimum the following terms: resident rights and requirements, financial obligations and responsible parities, services provided, recovery definition and goals, relapse policies and policies regarding removal of personal property left in the residence?

Evidence

Policy and procedure
Resident orientation checklist
Resident agreement

References

Course Syllabus

Not Enrolled

Measure Up: A Guide to the NARR Standard and Code of Ethics

	1. 1. ADMINISTRATIVE AND OPERATIONAL
	2. 1.A. Operate with Integrity
	2.1. 1.A.1. Use mission and vision as guides for decision making
	2.1.1. 1.A.1.a. Mission
	2.1.2. 1.A.1.b. Vision
	2.2. 1.A.2. Adhere to legal and ethical codes and use best business practices
	2.2.1. 1.A.2.a. Business entity
	2.2.2. 1.A.2.b. Insurance
	2.2.3. 1.A.2.c. Property permission
	2.2.4. 1.A.2.d. Legal compliance
	2.2.5. 1.A.2.e. Ethical marketing
	2.2.6. 1.A.2.f. Background checks
	2.2.7. 1.A.2.g. Paying residents
	2.2.8. 1.A.2.h. Financial boundaries
	2.2.9. 1.A.2.i. Code of Ethics
	2.3. 1.A.3. Financial accounting
	2.3.1. 1.A.3.a. Fee transparency
	2.3.2. 1.A.3.b. Accounting system
	2.3.3. 1.A.3.c. Refund policies
	2.3.4. 1.A.3.d. 3rd party payments
	2.4. 1.A.4. Data collection
	2.4.1. 1.A.4.a. Resident information
	3. 1.B. Uphold Residents’ Rights
	3.1. 1.B.5. Rights and Requirements
	3.1.1. 1.B.5.a. Applicant orientation
	3.2. 1.B.6. Resident information
	3.2.1. 1.B.6.a. Secured records
	3.2.2. 1.B.6.b. Confidentiality
	3.2.3. 1.B.6.c. Social media policy
	4. 1.C. Culture of Empowerment
	4.1. 1.C.7. Peer governance
	4.1.1. 1.C.7.a. Resident driven
	4.1.2. 1.C.7.b. Grievance policy
	4.1.3. 1.C.7.c. Community posts
	4.1.4. 1.C.7.d. Length of stay
	4.1.5. 1.C.7.e. Resident voice
	4.2. 1.C.8. Resident involvement
	4.2.1. 1.C.8.a. Reciprocal responsibility
	4.2.2. 1.C.8.b. Leadership roles
	4.2.3. 1.C.8.c. Recovery process
	5. 1.D. Develop Staff Abilities
	5.1. 1.D.9. Role modeling
	5.1.1. 1.D.9.a. Self-care
	5.1.2. 1.D.9.b. Boundaries
	5.1.3. 1.D.9.c. Staff support
	5.1.4. 1.D.9.d. Positive regard
	5.2. 1.D.10. Staff qualifications
	5.2.1. 1.D.10.a. Social model skills
	5.2.2. 1.D.10.b. Credentials
	5.2.3. 1.D.10.c. Staff development
	5.3. 1.D.11. Culturally responsive
	5.3.1. 1.D.11.a. Priority population
	5.3.2. 1.D.11.b. Cultural training
	5.4. 1.D.12. Job descriptions
	5.4.1. 1.D.12.a. Roles and qualifications
	5.4.2. 1.D.12.b. Resource linkage
	5.4.3. 1.D.12.c. KSA
	5.5. 1.D.13. Staff supervision
	5.5.1. 1.D.13.a. Performance development
	5.5.2. 1.D.13.b. Acknowledgements
	5.5.3. 1.D.13.c. Work environment
	6. 2. PHYSICAL ENVIRONMENT
	7. 2.E. Home-like Environment
	7.1. 2.E.14. Individual needs
	7.1.1. 2.E.14.a. Clean and maintained
	7.1.2. 2.E.14.b. Home-like furnishings
	7.1.3. 2.E.14.c. Entrances and exits
	7.1.4. 2.E.14.d. 50+ sq. ft. per bed
	7.1.5. 2.E.14.e. Sink-toilet-shower
	7.1.6. 2.E.14.f. Personal storage
	7.1.7. 2.E.14.g. Food Storage
	7.1.8. 2.E.14.h. Laundry
	7.1.9. 2.E.14.i. Appliances
	7.2. 2.E.15. Community building
	7.2.1. 2.E.15.a. Meeting space
	7.2.2. 2.E.15.b. Group space
	7.2.3. 2.E.15.c. Dining area
	7.2.4. 2.E.15.d. Recreational area
	8. 2.F. Safe Healthy Environment
	8.1. 2.F.16. Sober living
	8.1.1. 2.F.16.a. Prohibited substances
	8.1.2. 2.F.16.b. Prohibited items
	8.1.3. 2.F.16.c. Drug screening
	8.1.4. 2.F.16.d. Medication storage
	8.1.5. 2.F.16.e. Peer accountability
	8.2. 2.F.17. Home safety
	8.2.1. 2.F.17.a. Functional and hazard free
	8.2.2. 2.F.17.b. Health & safety codes
	8.2.3. 2.F.17.c. Inspections & drills
	8.3. 2.F.18. Promote health
	8.3.1. 2.F.18.a. Smoking
	8.3.2. 2.F.18.b. Universal precautions
	8.4. 2.F.19. Emergency plan
	8.4.1. 2.F.19.a. Procedures & postings
	8.4.2. 2.F.19.b. Emergency contacts
	8.4.3. 2.F.19.c. Emergency orientation
	8.4.4. 2.F.19.d. Overdose readiness
	9. 3. RECOVERY SUPPORT
	10. 3.G. Facilitate Recovery
	10.1. 3.G.20. Promote purpose
	10.1.1. 3.G.20.a. Meaningful activities
	10.2. 3.G.21. Recovery planning
	10.2.1. 3.G.21.a. Person-centered plan
	10.2.2. 3.G.21.b. Recovery capital
	10.2.3. 3.G.21.c. Peer roles
	10.3. 3.G.22. Community supports
	10.3.1. 3.G.22.a. Resource directory
	10.3.2. 3.G.22.b. Resource linkage
	10.4. 3.G.23. Mutual support
	10.4.1. 3.G.23.a. Weekly schedule
	10.4.2. 3.G.23.b. Mutual aid
	10.5. 3.G.24. Recovery support services
	10.5.1. 3.G.24.a. RSS
	10.5.2. 3.G.24.b. RSS Staff
	10.6. 3.G.25. Clinical services
	10.6.1. 3.G.25.a. Clinical services
	11. 3.H. Model Prosocial Behaviors
	11.1. 3.H.26. Respectful environment
	11.1.1. 3.H.26.a. Model recovery
	11.1.2. 3.H.26.b. Trauma informed
	11.1.3. 3.H.26.c. Resident input
	12. 3.I. Sense of Community
	12.1. 3.I.27. Family-like
	12.1.1. 3.I.27.a. Food preparation
	12.1.2. 3.I.27.b. Housing choice
	12.1.3. 3.I.27.c. Chores
	12.1.4. 3.I.27.d. Household expenses
	12.1.5. 3.I.27.e. Household meetings
	12.1.6. 3.I.27.f. Common areas
	12.2. 3.I.28. Internal community
	12.2.1. 3.I.28.a. Informal activities
	12.2.2. 3.I.28.b. Formal activities
	12.2.3. 3.I.28.c. Social activities
	12.2.4. 3.I.28.d. Milestone rituals
	12.3. 3.I.29. External community
	12.3.1. 3.I.29.a. Recovery linkage
	12.3.2. 3.I.29.b. Recovery mentor
	12.3.3. 3.I.29.c. Mutual aid meetings
	12.3.4. 3.I.29.d. Resource linkage
	12.3.5. 3.I.29.e. Multi-membership
	12.3.6. 3.I.29.f. Social bonds
	13. 4. GOOD NEIGHBOR
	14. 4.J. Be a Good Neighbor
	14.1. 4.J.30. Responsive neighbor
	14.1.1. 4.J.30.a. Contact information
	14.1.2. 4.J.30.b. Complaint response
	14.1.3. 4.J.30.c. Neighbor interaction
	14.2. 4.J.31. Courtesy rules
	14.2.1. 4.J.31.a. Preemptive policies
	14.2.2. 4.J.31.b. Parking