6.1.10 Understanding Certificates of Insurance (COIs) for Church Vendors and Contractors
May 11, 2026
...equest Additional Insured status when appropriate Keep certificates on file for documentation purposes For larger projects or higher-risk activities, churches should consult their insurance advisor or legal counsel to de...
11.0.5 Fee Structure Guideliens
May 1, 2026
...Application Process The Scholarship Application Form must be completed in full Documentation of household income may be required for verification Applications are reviewed by administrative staff or a designated Clinica...
11.0.1 Client Intake Guidelines
May 1, 2026
Client Intake Guidelines 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. 1. Standard Pro...
11.0.2 Insurance Billing Guidelines
May 1, 2026
...he electronic health record within the required timeframe. Billing staff review documentation for completeness, accuracy, and appropriate coding, including CPT codes. Claims are submitted electronically through the desig...
...compliance. Examples: Financial records and reports Contracts and agreements HR documentation Donor and giving records Storage Location: Approved and secure systems (SharePoint or designated platforms only) K...
5.1.5 Personnel Files Storage Guidelines
May 1, 2026
...ulatory requirements Centralized, secure records management All personnel documentation must be submitted to and retained by HR. If you currently have personnel-related files stored locally or within your ministry,...
6.1.5 Risk Management Plan
May 1, 2026
...ropriate location Clinician remains with the individual until responders arrive Documentation Incident report completed within 24 hours Clinical note entered in client record (if applicable) Notify Clinical Director as a...
4.5.2 Cash & Check Handling (Weekday)
Apr 28, 2026
...hould reflect professionalism, care, and strong stewardship of resources. Documentation of Funds All money received during the week must be placed in an envelope (or similar secure method) before being deposited in...
4.5.11 Qualified Charitable Distribution
Apr 28, 2026
...hurch Distributions made to the individual first do not qualify as a QCD Proper documentation and handling are essential for IRS compliance Next Steps For assistance with initiating or processing a Qualified Charit...
4.5.16 Stock Donations
Apr 28, 2026
...stock donation activity must be coordinated through the Business Office. Proper documentation is required to ensure accurate donor records and contribution statements. Process Donor expresses intent to give stock....
4.3.7 Reimbursement (Use of Personal Funds)
Apr 28, 2026
...methods whenever possible Submit reimbursement requests promptly with complete documentation Provide detailed and accurate descriptions to support each expense Coordinate with Accounts Payable for frequent vendors to av...
4.3.6 Receipt Documentation Requirements
Apr 28, 2026
Receipt Documentation Requirements To ensure all financial transactions are properly documented, auditable, and compliant with accounting standards and IRS requirements. Requirements for All Receipts All expenses must in...
4.3.1 Accounts Payable Process
Apr 27, 2026
...expenses must be approved prior to payment Payments must be supported by proper documentation Only approved payment methods may be used All activity must be traceable and recorded accurately Standard Process (High-Level)...
...cation Setting up new accounts with suppliers Donations, grants, or sponsorship documentation Financial institutions or compliance-related requests Event agreements or partnerships requiring proof of tax-exempt status&nb...
2.5 Finance Team – Role and Responsibility
Apr 27, 2026
...bility across the entire organization. Authority and Accountability May request documentation at any time to support financial accuracy and reporting Authorized to review and investigate financial activity as needed Ensu...
1.1 Operations Vision and Purpose
Apr 27, 2026
...licy and procedure development · Documentation and operational standards · Operational support for ministries and campuses 2....
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...wned vehicles maintain current registration, license plates, and required state documentation. Vehicle Use Priority and Conflict Resolution Scheduling conflicts will be resolved by the campus Executive Leadership Team, t...
2026 2027 Budget Planning Schedule
Apr 17, 2026
...ons communicates adopted budget to ministry leaders and archives final approved documentation in Leadr. Year End Requests Begin Monday, June 22 CPA Accountant determines end-of-year available balances and shares results...