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Forms and Documents
Monthly Forms
This form is submitted to the Board at the monthly board meetings. It gives the Board members a snapshot of what's going on with each of our programs. Please be descriptive, and showcase the work you've been doing. This is due by the first Wednesday of the month.
This form is used to report the number of people served, volunteer hours, in-kind donations, and events for the month.
Financial Forms & Documents
The Chart of Accounts lists all income and expense categories, and their account numbers. You'll use this to complete expense forms.
The Check Request Form is used to request a check. Be sure the correct budget category and budget number are listed.
The Credit Card Transaction Form is to be completed when you use your credit card to make a purchase.
The Debit Card Transaction Form is to be completed when you use the credit card to make a purchase.
Other Forms & Documents
The Assistance Referral Form is used to refer a consumer to an outside agency (i.e. Hope International, Helping Hand, etc.). After completing, make a copy. Give one copy to the consumer, and keep one for our reference. The information from this form should be entered into Oasis by the person who assisted the consumer. After data is entered into Oasis, place the form in Cheryl's basket.
The Assistance Record Form is used to document any in-house assistance provided to consumers. After completing, enter the information into Oasis. After data is entered, place the form in Cheryl's basket.
Employee
Self-Evaluation Form
This form designed for employees to evaluate their own performance. In this self-evaluation, employees can reflect on their accomplishments, challenges, and goals, providing valuable insight for their professional development and performance reviews.