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.

This form is used to request reimbursement for travel reimbursement.

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

Use our company letterhead for any official correspondence.

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.