Knowledge Base
🎓
Academies
Training materials, onboarding guides, and learning paths.
View:
♥
Counseling Center
Pastoral care resources, counseling policies, and referral procedures.
11.0.6 HIPPA Notice Acknowledgement
May 1, 2026
HippA notice Acknowledgement THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION.
11.0.1 Client Intake Guidelines
May 1, 2026
Client Intake Guidelines Purpose: To ensure all new clients complete required documentation, insurance coverage is verified when applicable, and informed consent is established prior to the first clinical session.
11.0.2 Insurance Billing Guidelines
May 1, 2026
INsurance Billing Guidelines Purpose: The purpose of these Insurance Billing Procedures is to establish a consistent process for submitting, monitoring, and reconciling insurance claims in order to support accurate reimbursement, maintain compliance with payer requirements, and promote sound financial stewardship.
Billing, Payment, and Insurance Guidelines Purpose: This policy outlines the procedures for billing, payment collection, insurance claims processing, and client financial responsibility.
11.0.5 Fee Structure Guideliens
May 1, 2026
Fee Structure Guidelines Purpose: This policy outlines the procedures for billing, payment collection, insurance claims processing, and client financial responsibility.
Mission, Vision, Services Purpose and Scope: Defines the mission, vision, faith foundation, and scope of services of Crosspoint Counseling Center to ensure clarity, alignment, and consistency in operations, communication, and service delivery.
View:
ℹ️
General
Knowledge base articles and resources for General.
🏛
Governance
Church bylaws, board policies, legal docs, and compliance guides.
2.1 Administrative Board – Role and Responsibility
Apr 27, 2026
Administrative Board – Role and Responsibility The Administrative Board is the highest authority within Crosspoint Church.
Directional Leadership Team (DLT) – Role and Responsibility The Directional Leadership Team provides strategic direction and leadership for the operations and ministries of Crosspoint Church.
2.3 Trustees – Role and Responsibility
Apr 27, 2026
Trustees – Role and Responsibility Trustees serve as the governing body with ultimate oversight responsibility for Crosspoint Church’s physical and operational integrity.
2.4 Personnel Team – Role and Responsibility
Apr 27, 2026
Personnel Team – Role and Responsibility The Personnel Team is responsible for the care, support, and oversight of all employees at Crosspoint Church.
Executive Leadership Team (ELT) – Role and Responsibility The Executive Leadership Team (ELT) operates at the campus level, providing leadership, support, and accountability for the day-to-day operations and ministry execution of each campus.
Crosspoint Academies Board – Role and Responsibility The Crosspoint Academies Board provides oversight and governance for Crosspoint’s academies (preschools).
Crosspoint Counseling Center Board – Role and Responsibility The Crosspoint Counseling Center Board provides oversight and governance for the Crosspoint Counseling Center.
4.3.5 Purchase Approval Authority
Apr 27, 2026
Purchase Approval Authority All ministries and departments are expected to operate within their approved budgets.
7.1.1 Subpoena Handling
Apr 28, 2026
Subpoena Handling – Any subpoena received by Crosspoint Church, including its campuses, ministries, academies, or Bargain Box, must be handled with care and immediately escalated.
View:
👥
Ministry Playbook
Guides for worship, kids ministry, youth, and small groups.
4.3.2 Central Benevolence Guidelines
Apr 27, 2026
Central Benevolence Guidelines Purpose: Benevolence funds exist to serve people in our local communities who are facing hardship.
View:
⚙
Operations Playbook
Day-to-day operational procedures for all campuses.
1.10 Service Postponement or Cancellation
Jun 29, 2026
1.2 Operations Team Core Responsibilities
Jun 29, 2026
1.2 Policy vs. Guidelines What’s the Difference
Apr 27, 2026
1.2 Policy vs. Guidelines What’s the Difference - resource for Crosspoint Church staff.
1.3 Operations Teams Guiding Principles
Jun 29, 2026
1.4 Operations Teams Organizational Structure
Jun 29, 2026
1.5 Operations Team Philosophy
Jun 29, 2026
What Operations Team Is – and What Operations Is Not Clear expectations help the church operate effectively.
2.5 Finance Team – Role and Responsibility
Apr 27, 2026
Finance Team – Role and Responsibility The Finance Team is responsible for the financial stewardship of Crosspoint Church.
2026 2027 Budget Planning Schedule
Apr 17, 2026
Annual Budget Planning Schedule
The 2026–2027 budget advances Crosspoint’s 2035 Dream.
3.30 Background Check FAQ
Jun 29, 2026
Church Management Database (What It Is and What It Is Not) Overview The Church Management Database (Shelby Systems) is the centralized system used to manage people, giving, and engagement across the church.
4.1.2 Financial Whistleblowing & Misuse of Funds
May 1, 2026
Financial Whistleblowing & Misuse of Funds Crosspoint Church is committed to the highest standards of financial integrity, stewardship, and accountability.
4.1.3 Introducing Crosspoint Accounting Team
May 1, 2026
Introducing Crosspoint Accounting Team Director of Operations – Christopher Cate – ccate@crosspoint.
4.2.1 Understanding Our Tax-Exempt Status
Apr 27, 2026
Understanding Our Tax-Exempt Status Crosspoint Church operates as a tax-exempt organization under IRS 501(c)(3) guidelines.
4.2.2 Tax Exempt Certificate When and How to Use It
Apr 27, 2026
Tax-Exempt Certificate: When and How to Use It Crosspoint Church is a tax-exempt organization and may make qualifying purchases without paying sales tax when using the official Tax-Exempt Certificate.
501(c)(3) Tax-Exempt Status – Global Methodist Church (GMC) Overview Crosspoint Church operates under the tax-exempt status granted through the Global Methodist Church (GMC).
4.3.1 Accounts Payable Process
Apr 27, 2026
Accounts Payable Process Purpose The Accounts Payable (AP) process ensures all vendor payments are handled accurately, timely, and with proper authorization.
4.3.1 Budgeting Process Overview
Apr 27, 2026
Budgeting Process Overview Fiscal Year The fiscal year July 1 to June 30.
4.3.2 Stewardship of Unused Budget Funds
Apr 27, 2026
Stewardship of Unused Budget Funds At the end of each fiscal year, any unused budget funds across campuses are stewarded with intentionality and alignment to the overall mission of Crosspoint Church.
4.3.3 Budget and Mid Year Adjustments
Apr 27, 2026
Budget and Mid-Year Adjustments Budget and mid-year adjustments ensure that all financial decisions remain aligned with the overall stewardship and priorities of Crosspoint Church.
4.3.3 Mileage Reimbursement
Apr 27, 2026
Mileage Reimbursement Overview Mileage reimbursement is available for staff and pastors who use their personal vehicle for approved ministry-related travel.
4.3.4 Paying Bills (Accounts Payable Process)
Apr 27, 2026
Paying Bills (Accounts Payable Process) Overview Crosspoint Church is committed to timely, accurate, and accountable payment of all financial obligations.
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
Receipt Documentation Requirements Purpose To ensure all financial transactions are properly documented, auditable, and compliant with accounting standards and IRS requirements.
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
Reimbursement (Use of Personal Funds) Overview Reimbursement is intended for situations where personal funds are used to cover approved ministry or operational expenses on behalf of Crosspoint Church.
Approved Payment Methods The following payment methods are approved for church purchases: Church credit card Church check ACH or approved vendor payment Cash is not an approved payment method.
4.5.10 PCI Compliance and Credit Card Handling
Apr 28, 2026
PCI Compliance and Credit Card Handling Crosspoint Church does not retain credit card numbers for any reason.
4.5.11 Qualified Charitable Distribution
Apr 28, 2026
Qualified Charitable Distribution (QCD) What is a QCD? A Qualified Charitable Distribution (QCD) is a direct transfer of funds from an Individual Retirement Account (IRA) to a qualified nonprofit organization, such as Crosspoint Church.
4.5.12 Refund Guidelines (Tuition, Food, Trips (missionsyouth), Bargain Box, Other Payments)
Apr 28, 2026
Refund Guidelines (Tuition, Food, Trips (missions/youth), Bargain Box, Other Payments) All refunds must be issued in the same form of payment as originally received.
4.5.13 Refund Policy (Tithes and Offerings)
Apr 28, 2026
Refund Policy (Tithes and Offerings) Purpose To provide clear guidance on how Crosspoint handles requests for refunds related to tithes and offerings.
4.5.14 Restricted vs Unrestricted Accounts
Apr 28, 2026
4.3.14 Restricted vs Unrestricted Accounts - resource for Crosspoint Church staff.
Retail Sales & Merchandise Policy (T-Shirts, Books, etc.
4.5.16 Stock Donations
Apr 28, 2026
Stock Donations Overview Crosspoint Church accepts stock donations throughout the year.
Tithes and Offerings – Loans and Check Cashing Tithes and offerings are sacred funds given to support the mission and ministry of Crosspoint and must be handled with the highest level of integrity and stewardship.
4.5.2 Cash & Check Handling (Weekday)
Apr 28, 2026
Cash & Check Handling (Weekday) Cash and check donations or payments received during the week must be handled securely, consistently, and with clear accountability across all campuses.
4.5.3 Cash Handling Procedures
Apr 28, 2026
Cash Handling Procedures Purpose To ensure all cash and check handling across Crosspoint Church is conducted with integrity, accountability, and consistency.
4.5.4 Confidentiality of Tithes and Offerings
Apr 28, 2026
Confidentiality of Tithes and Offerings All financial records related to tithes, offerings, and donor giving are strictly confidential.
4.5.5 Cryptocurrency Policy
May 1, 2026
Cryptocurrency Policy Crosspoint Counseling Center does not accept cryptocurrency as a form of payment or donation at this time.
Digital Payment Platforms Policy (Venmo, Cash App, Paypal, etc.
4.5.7 End of Year Giving Statements
Apr 28, 2026
End-of-Year Giving Statements Purpose End-of-year giving statements provide donors with an official record of their contributions for the calendar year.
4.5.8 Fundraising Guidelines
Apr 28, 2026
Fundraising Guidelines At Crosspoint Church, we intentionally limit fundraising efforts.
Non-Cash Donations (Vehicles, Boats, Land, Furniture, and Other Items) Overview Crosspoint Church accepts non-cash donations including vehicles, boats, land, furniture, and other physical items.
4.6.1 Financial Reporting Expectations
Apr 28, 2026
Financial Reporting Expectations Purpose To ensure financial transparency, accountability, and informed decision-making across Crosspoint Church, monthly financial reporting provides leadership with a clear and accurate view of financial performance.
Shelby Financials Login System for New Employees For new employees who need access to the Shelby Financial Systems, contact the Accountant.
5.2.3 ShelbyNext Financials (Accounting)
Jun 29, 2026
Service Postponement or Cancellation Authority The Director of Operations serves as the final decision-maker regarding the postponement or cancellation of services across all Crosspoint campuses.
12.1 Food Handling Training
Jun 29, 2026
Certificates of Insurance (COI) (For Church Events Off Property and Rentals) Overview If your ministry event is offsite (not on Crosspoint property) or if your campus is renting space or equipment, you will likely need a Certificate of Insurance (COI).
6.1.2 Cleaning Equipment Steardship
Apr 28, 2026
Cleaning Equipment Stewardship Purpose: Cleaning equipment is essential to maintaining safe, functional, and welcoming facilities across all Crosspoint campuses.
6.1.3 Contracts, Leases, and Agreements
May 1, 2026
Contracts, Leases, and Agreements All contracts, leases, event agreements, or any other legal documents must be submitted to the Director of Operations for review prior to approval.
Crosspoint Furniture and Equipment (Excess or Removal) Any furniture or office décor purchased by Crosspoint Church—including desks, chairs, whiteboards, lamps, and similar items—remains the property of the church.
6.1.5 Risk Management Plan
May 1, 2026
Risk Management Guidelines Purpose: To protect clients, staff, and organizational operations by establishing clear procedures for responding to emergencies, behavioral health crises, and operational disruptions while maintaining ethical, legal, and clinical standards.
6.1.6 Campus Winterization SOP
Apr 28, 2026
Church Campus Winterization SOP (Water Systems & Freeze Protection) Purpose: To standardize winterization of irrigation, sprinkler, and exterior water fixtures across all Crosspoint campuses, reducing risk of freeze-related damage, service disruption, and costly repairs.
6.1.7 Service Animals
Jun 29, 2026
Service Animals – What You Should Know From time to time, you may encounter individuals who bring animals to church.
6.1.8 Busted Pipes
May 1, 2026
Busted Pipes – What to Do Busted or frozen pipes can cause significant damage in a short amount of time, including flooding, property loss, and disruption to church operations.
6.1.9 OSHA
May 1, 2026
OSHA & Workplace Safety at Crosspoint Church Responsibility and Expectations The safety of our staff, volunteers, and guests is a priority at Crosspoint Church.
6.2.1 Before Hurricane Season (March & April)
Jul 6, 2026
6.2.2 Hurricane Preparedness Timeline
Jul 6, 2026
6.2.3 After the Hurricane – Safe to Enter
Jul 6, 2026
1.1 Operations Vision and Purpose
Jun 29, 2026
Operations Team Purpose Purpose: The Operations Team serves the ministries of Crosspoint by stewarding the systems, resources, and environments that allow ministry to flourish.
3.1 AED Supplies and Maintenance
Jun 29, 2026
AED Supplies and Maintenance To help ensure all Automated External Defibrillators (AEDs) across Crosspoint Church remain properly maintained and ready for use, all AED-related supplies and service needs will be coordinated through a single point of contact.
5.1.1 AI Generated Guidelines
Apr 28, 2026
AI Usage Guidelines Purpose: Artificial Intelligence (AI) tools can improve efficiency, creativity, and organization in ministry.
5.1.10 Microsoft Teams
May 1, 2026
Microsoft Teams – Knowledge Article Overview Microsoft Teams is Crosspoint’s primary platform for internal communication and collaboration.
5.1.11 Microsoft OneDrive
May 1, 2026
Microsoft OneDrive – Knowledge Article Microsoft OneDrive is our standard cloud storage platform used for saving, accessing, and sharing files across the organization.
5.1.12 Microsoft SharePoint
May 1, 2026
Microsoft SharePoint – Knowledge Article What is SharePoint? Microsoft SharePoint is a secure, web-based platform used by Crosspoint to store, organize, share, and access files from any device.
5.1.13 Copiers and Printers
May 1, 2026
Copiers and Printers All copier and printer services for Crosspoint Church must go through the approved company used by Crosspoint.
5.1.14 Password Management
May 1, 2026
Password Management – Knowledge Article All employees of Crosspoint Church are required to maintain secure password practices across all systems.
5.1.15 Device Return
May 1, 2026
Device Return & Equipment Disposal All borrowed laptops, devices, or equipment must be returned to the IT Department immediately upon completion of use.
5.1.16 Shared Device
May 1, 2026
Shared Device & File Cleanup – Knowledge Article To maintain performance, security, and storage efficiency, routine cleanup of shared files is required.
5.1.17 Personal Password Compromise
May 1, 2026
Personal Password Compromise – Knowledge Article If you suspect that any of your passwords have been compromised, you must act immediately.
5.1.18 Multi Factor Authentication (MFA)
May 1, 2026
Multi-Factor Authentication (MFA) – Knowledge Article Multi-Factor Authentication (MFA) is a security measure that requires users to verify their identity using two or more authentication factors before gaining access to a system.
Microsoft Office Multi-Factor Authentication (MFA) Setup Guide Using Microsoft Authenticator To protect your account and sensitive organizational data, all staff are required to enable Multi-Factor Authentication (MFA).
5.1.20 Personal Use of Crosspoint Email
May 1, 2026
Personal Use of Crosspoint Email Crosspoint email accounts are provided for ministry and organizational business only.
5.1.21 Confidentiality Expectations of Email
May 1, 2026
Confidentiality Expectations of Email Crosspoint Church Knowledge Article Email is an official communication tool of Crosspoint Church and must be treated with the same level of confidentiality and care as any internal document, conversation, or record.
5.1.22 Email Signatures
May 1, 2026
Email Signatures – Crosspoint Church Overview All staff are required to use a professional email signature to ensure consistency and clear communication.
5.1.23 Recognizing Phishing Attempts
May 1, 2026
Recognizing Phishing Attempts Phishing is a fraudulent attempt to gain access to sensitive information—such as passwords, financial data, or internal systems—by pretending to be a trusted source.
5.1.24 Clicked on a Bad Link
May 1, 2026
Clicked on a Bad Link If you believe you clicked on a suspicious or unsafe link, immediately notify the IT Department.
5.1.25 What Should Not Be Stored Locally
May 1, 2026
What Should Not Be Stored Locally To protect the integrity, security, and accessibility of Crosspoint Church data, employees should not store files locally on their computers (desktop, downloads folder, or hard drive).
5.1.26 Personal Files vs. Ministry Files vs. Organizational Records - resource for Crosspoint Church staff.
5.1.27 Personal Files on Work Computers
May 1, 2026
Personal Files on Work Computers Overview Work-issued computers are provided to support the mission and operations of Crosspoint Church.
5.1.28 When an Employee Leaves
Jun 29, 2026
When an Employee Leaves: Document Ownership & Access All documents, files, and materials created, received, or stored in the course of employment at Crosspoint Church are considered organizational property.
Why Files Should Not Be Stored Only in Personal Drives Overview Storing files only in a personal drive (such as a personal OneDrive, Dropbox, iCloud, or Google Drive) creates risk for both the individual and Crosspoint Church.
5.1.3 Video Footage Review and Access Guidelines
Apr 28, 2026
Video Footage Review and Access Guidelines Purpose: To ensure all requests to review ministry video footage are handled consistently, discreetly, and with integrity while protecting the safety, privacy, and dignity of children, students, volunteers, and staff.
5.1.30 Requesting IT Support via Email
May 1, 2026
Requesting IT Support via Email For all technology-related needs, the preferred method of communication is through email at it@crosspoint.
5.1.31 Who to Contact for IT Issues
May 1, 2026
Who to Contact for IT Issues When you experience any technical issue—whether it’s email, hardware, software, access, or security-related—please follow the process below to ensure timely and effective support.
5.1.32 Use of Personal Devices for Work
May 1, 2026
Use of Personal Devices for Work Overview At times, employees may need to access Crosspoint systems using a personal device (phone, tablet, or computer).
Security Expectations for Personal Devices Purpose Personal devices (phones, tablets, laptops) may occasionally be used to access Crosspoint systems.
5.1.34 Lost Personal Device
May 1, 2026
Lost Personal Device – What to Do If a personal device (phone, tablet, or laptop) that has access to Crosspoint systems is lost or stolen, immediate action is required to protect church data and your personal information.
5.1.35 Software Approval Process
May 1, 2026
Software Approval Process – What You Need to Know To protect Crosspoint’s data, systems, and financial stewardship, all software must be reviewed and approved before use—especially before any purchase is made.
5.1.36 Software Purchase
May 1, 2026
Software Purchase & Budget Approval Before purchasing or signing up for any software—especially paid tools—it’s important to ensure alignment, security, and proper stewardship of resources.
5.1.37 Social Media Accounts
May 1, 2026
Social Media Accounts – Ministry Guidelines Social media is a powerful tool for ministry and communication.
5.1.38 Website Update Requests
May 1, 2026
Website Update Requests To ensure timely and accurate updates to Crosspoint’s website, all requests must follow the process below.
5.1.39 Event Technology Requests
May 1, 2026
Event Technology Requests – What You Need to Know To ensure every event is supported with excellence and consistency, all technology-related requests must be coordinated through the appropriate team and submitted with sufficient lead time.
5.1.4 Telephone System Support
May 1, 2026
Telephone System Support If you are experiencing issues with your church-assigned phone (hardware, connectivity, voicemail, or system access), please contact the designated support lead: Primary Contact: Cindy Theriot – Niceville Campus 📧 ctheriot@crosspoint.
5.1.40 Technology Purchasing
May 1, 2026
Technology Purchasing – What You Need to Know Technology purchases at Crosspoint are handled with intentionality to ensure alignment, stewardship, and long-term support.
5.1.41 Equipment Checkout
May 1, 2026
Equipment Checkout – What You Need to Know From time to time, you may need to use shared technology equipment for ministry or events.
5.1.42 Cybersecurity Incident Reporting
May 1, 2026
Cybersecurity Incident Reporting What to Do When Something Isn’t Right Cybersecurity incidents can happen quickly—and how we respond in the first few minutes matters.
5.1.43 Technology
May 1, 2026
Technology “Do Not Do” List Purpose: Protect Crosspoint systems, data, and people by clearly outlining actions that are not acceptable.
5.1.44 Understanding Copyright
May 4, 2026
Understanding Copyright & Proper Use of Content Why This Matters Every piece of music, image, article, or resource someone creates is automatically protected by copyright.
5.1.45 Unauthorized Software Acquisition
Jun 29, 2026
Unauthorized Software Acquisition (Piracy) & Prohibited Tools Purpose To define, identify, and prohibit the use of unauthorized software acquisition methods—including torrenting, key generators, and related tools—across all organizational systems and devices.
5.1.5 Personnel Files Storage Guidelines
May 1, 2026
Personnel Files Storage Guidelines Personnel files are strictly managed and maintained by the Human Resources department at Crosspoint.
5.1.6 Printing Issues
May 1, 2026
Printing Issues – Quick Troubleshooting Guide If your printer is not working, follow these steps: Restart in sequence: Turn off the printer Shut down your computer Turn the printer back on Start your computer back up Try printing again If the issue is not resolved, submit an IT support ticket for further assistance.
5.1.7 Confidential Printing
May 1, 2026
Confidential Printing When printing confidential or sensitive materials, use heightened care—especially when using shared or public printers.
5.1.8 Large Print Jobs
May 1, 2026
Large Print Jobs – Knowledge Article At Crosspoint, we are committed to being good stewards of our resources.
5.1.9 Phone Directory
May 1, 2026
Phone Directory – Remote Phone Book Access It has come to our attention that some phones may not currently have access to the Remote Phone Book.
5.2.1 Software Platforms
Jun 29, 2026
5.2.10 Planning Center
Jun 29, 2026
5.2.11 Church Metrics
Jun 29, 2026
5.2.12 ProPresenter
Jun 29, 2026
5.2.13 Website Software
Jun 29, 2026
5.2.14 Crosspoint Mobile App
Jun 29, 2026
5.2.15 Social Media
Jun 29, 2026
5.2.16 Canva
Jun 29, 2026
5.2.17 ShelbyNext Forms
Jun 29, 2026
5.2.18 Square (Payment Terminal)
Jun 29, 2026
5.2.19 Leadr
Jun 29, 2026
5.2.2 ShelbyNext Membership
Jun 29, 2026
5.2.20 HR Software
Jun 29, 2026
5.2.4 eSpace (Facilities Software)
Jun 29, 2026
5.2.5 Microsoft 365
Jun 29, 2026
5.2.6 Microsoft Teams
Jun 29, 2026
5.2.7 SharePoint
Jun 29, 2026
5.2.8 OneDrive
Jun 29, 2026
5.2.9 The Point (Staff Information Gateway)
Jun 29, 2026
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
VEHICLE Usage Guidelines
Purpose and Scope:
This guideline governs the use of all vehicles—owned, rented, or chartered—used for Crosspoint Church activities.
View:
Recently Updated
Latest articles across all departments
Guide
All
Jul 9, 2026
Guide
All
Jul 6, 2026
Guide
All
Jul 6, 2026
Guide
All
Jul 6, 2026
Guide
All
Jul 6, 2026
Guide
All
Jun 30, 2026
6.1.10 Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors
Operations Playbook › Facilities
6.2.4 Hurricane Categories, Staff Levels, and Communication Base
Operations Playbook › Facilities
6.2.2 Hurricane Preparedness Timeline
Operations Playbook › Facilities
6.2.1 Before Hurricane Season (March & April)
Operations Playbook › Facilities
6.2.3 After the Hurricane – Safe to Enter
Operations Playbook › Facilities
6.1.1 Certificates of Insurance (For Church Events Off Property And Rentals)
Operations Playbook › Facilities