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Required Documentation

The endorsement process (by NAMI Texas) and affiliation process (by NAMI) require Affiliates to submit specific documents for review.  We suggest that Affiliate leaders begin by familiarizing themselves with the documentation requirements listed below, creating a digital folder in which to store these documents, determining which documents still need to be created and/or reviewed, and ensuring that documents meet all criteria set forth by the Standards.

There are both quantitative and qualitative measures used in reviews for Standards of Excellence.  Required documentation is dependent upon which affiliate operating model your Affiliate is pursuing.  Both lists appear below.  Refer to the Document Checklist for a more complete listing of qualitative requirements for the various documents.  (Please note: The Document Checklist is based on Model A SOE requirements; however, these include items from the Model B SOE requirements, as well.)

View SOE templates and sample documents for Affiliates.

Document Checklist

Click to download this detailed guide about required documents.

Document Checklist Cover Page

SOE Requirements for Model A Affiliates

  • Mission Statement
  • Articles of Incorporation
  • Certificate of Incorporation
  • Bylaws
  • Legal Review Letter for Bylaws
  • Board Operating Policies & Procedures
  • Code of Ethics
  • Compensation Policy
  • Confidentiality Policy
  • Conflict of Interest Policy
  • Document Retention Policy
  • Diversity, Inclusion, & Nondiscrimination Policy
  • Whistle Blower Policy
  • Advocacy Contact
  • Board Meeting Minutes
  • Board of Directors Contact List
  • Staff Directory and Contact Information
  • Membership Application
  • Proof of Registration as a State Public Charity
  • IRS 501(c)(3) Tax Determination Letter
  • IRS 990 Forms
  • Financial Audit/Review/Compilation
  • Directors & Officers Insurance
  • General Liability Insurance
  • Logo
  • Letterhead
  • Brochure
  • Newsletters
  • Website URL & Screenshot
  • Programs, Signature
  • Programs, Other
  • Letter of Endorsement from NAMI Texas

SOE Requirements for Model B Affiliates

  • Mission Statement
  • Logo
  • Letterhead
  • Brochure
  • Newsletters
  • Website URL & Screenshot
  • Membership Application
  • Programs Listing
  • Leadership Directory & Contact Information
  • Letter of Endorsement from NAMI Texas

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