11.0.1 Client Intake Guidelines
May 1, 2026
...al responsibility prior to the first appointment. 3. Electronic Intake Forms Whenever possible, all intake documentation should be completed electronically through the client portal. Use TherapyPortal to send the followi...
...ons within auditable systems Important: Staff and ministry leaders should never request or accept funds through personal accounts or unapproved platforms on behalf of Crosspoint Church. Any exceptions must be revie...
6.1.3 Contracts, Leases, and Agreements
May 1, 2026
...Church may sign agreements (Director of Operations). Staff or volunteers should never sign contracts personally on behalf of the church. This includes, but is not limited to: Event agreements (ministry events, picnics, d...
6.1.8 Busted Pipes
May 1, 2026
...m Gently warm the affected pipe using a hair dryer, heating pad, or warm towels Never use open flames to thaw pipes Contact a plumber if the location of the freeze is unknown or unresolved After a Pipe Bursts Ensur...
5.1.43 Technology
May 1, 2026
...ceptable. 1. Do Not Share Passwords Passwords are personal credentials and must never be shared—verbally, in writing, or digitally. This includes coworkers, volunteers, or external partners. 2. Do Not Store Church Files...
5.1.40 Technology Purchasing
May 1, 2026
...; Standard Equipment Crosspoint utilizes standardized equipment and software whenever possible. Why this matters: Easier support and troubleshooting Consistent user experience across campuses Better pricing through estab...
5.1.37 Social Media Accounts
May 1, 2026
...osspoint. No Independent or Personal Ministry Accounts Ministry accounts should never be created or operated as personal accounts. All accounts representing Crosspoint ministries must: Be established as official Crosspoi...
...permanently on personal devices. Access files through OneDrive or SharePoint whenever possible. No Sharing or Syncing to Personal Accounts: Do not sync Crosspoint data to personal cloud services (iCloud, Dropbox, Google...
5.1.27 Personal Files on Work Computers
May 1, 2026
...tions. Guidelines Avoid storing personal files locally on your work computer whenever possible. If personal files must be stored temporarily, ensure they are minimal, appropriate, and do not interfere with work responsib...
...s is restricted based on role Must follow retention and compliance requirements Never stored locally or in unauthorized systems Summary Personal Files → Individual, non-essential Ministry Files → Team-based, operat...
5.1.14 Password Management
May 1, 2026
...rm is currently mandated, one will be implemented in the future. Passwords must never be shared or written down in unsecured locations. All credentials must be stored in a secure, encrypted manner. Security Require...
5.1.8 Large Print Jobs
May 1, 2026
...ntion and efficiency. When large print jobs are necessary: Minimize printing whenever possible. Consider whether the material can be shared digitally instead. Use double-sided (duplex) printing to reduce paper usage. Dis...
5.1.1 AI Generated Guidelines
Apr 28, 2026
...d by a staff member before use. 2. Ask for Approval Before Integrating AI Tools Never enter sensitive church information into “public” AI tools. If unsure: do not enter it. This includes: Member contact information / Pra...
6.1.2 Cleaning Equipment Steardship
Apr 28, 2026
...s and cloth materials should be washed and replaced when worn. Equipment should never be stored with standing water or chemical residue. Routine Inspection Staff responsible for equipment should regularly inspect for: Wo...
4.5.2 Cash & Check Handling (Weekday)
Apr 28, 2026
...each individual deposit. Cash Handling Expectations Cash and checks must never be left on desks, counters, or in unsecured or open areas at any time. All handling of tithes and offerings should reflect professiona...
4.5.3 Cash Handling Procedures
Apr 28, 2026
...to be handled with the highest level of care and security. Cash and checks must never be left unattended or unsecured. Processes must be followed exactly to ensure accountability and accurate reporting. At no time should...
...her organization Dispose of the item if it is not usable Best Practice Whenever possible, obtain written acknowledgment from the donor confirming: The item is being given as a donation No conditions or ongoing cont...
4.5.16 Stock Donations
Apr 28, 2026
...ording to contribution procedures. Important Notes Stock donations should never be handled informally or outside approved financial channels. Accurate donor information must be collected to ensure proper credit and...
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...DS Tax-exempt status may ONLY be used with a church-issued credit card or check NEVER pay cash or use personal funds while claiming tax exemption All transactions must be trackable through an approved payment method (chu...
4.3.4 Paying Bills (Accounts Payable Process)
Apr 27, 2026
...s processing time and administrative overhead Church Credit Card Recommended whenever possible for purchases Allows for better tracking, controls, and reporting Printed Checks Used when ACH or credit card is not an optio...