Internal Staff Forms and Memos

Membership Links

1. 02/25/26 Membership Application training

   1. Membership Application Orientation slides

2. Credit Card Membership Application

3. Cash/Check Membership Application

FORMS FOR REQUESTS UNDER

Organizational Sustainability / Aquilina Soriano Versoza

1. Check request form - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Community Empowerment / Myrla Baldonado

1. Check request form - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Community Services / Aurora "Wowie" Andalajao

1. Check request form - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Community Action / Clytie Causing

1. Check request form - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Community Voice / Malou Villacisneros

1. Check request form - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Community Voice / Hannah De Castro-Abinuman

1. Check request form-Hannah - for staff to request payments to vendors or external partners

2. Cash advance form - for staff to request cash for special events or requirement; requires liquidation after

3. Liquidation form - to be submitted 5 days after cash advance

4. Leave of absence form - for various leave requests

5. Staff mileage and out-of-pocket reimbursements - Please use your Bill Spend and Expense app

6. Stipend Form - for stipend recipients to fill out with guidance from staff; after completion, this will route to the director for approval then to finance for processing

Organizational Sustainability

1. Equipment request form - to request to borrow equipment from OS

2. ACH Withdrawal form - for accidental use of Bill Spend & Expense card for personal use

3. Employee Change of Address Form - please fill out this form if you changed addresses so we can update your official employee records, including ADP for payroll and W2's

4. Acknowledgment Receipt form - for filling out when you are turning over an official PWC equipment, resource item, or requested resources. Have the recipient fill this out as proof of receipt of the item received. File this within the relevant department.

5. ACH Form - for filling out if you want payment deposited directly to your bank account; usually accompanies check request forms

6. Facility Rental Agreement - for booking PWC office spaces

7. Stipend Payment Form - to be filled out by workers who are to receive stipends and completed form is to be attached by staff in the check request form

8. Equipment list - items available to borrow from LA office. Email Rose/Tess to request to borrow.

9. Bill Spend and Expense 101 Orientation slide presentation

   - Video orientation

EXTERNAL FORMS LINK - for sharing to community members or external vendors/contractors for pre-approved expenses

MEMOS

1. Employee Handbook

2. Pay Period Schedule 2026

3. Wellness Leave Memo

4. Overnight Stays / Sleeping in Office Policy

5. Incomplete Bill Spend and Expense Transactions
   A. Transaction Attestation template

6. Accidental Use of Divvy / Bill Spend & Expense for Personal Use

   1. ACH Withdrawal Authorization

   2. Accidental Use of Bill Spend & Expense for Personal Use Summary form

7. Civic Engagement Holidays

   1. ADP input video tutorial

8. Timesheet Submission Policy

9. In-Person Staff Meetings

10. In-Person Staff Meetings Change in Time

11. Professional Development Policy

    1. Professional Devt Request Form

12. Professional Development Policy for Radiate

    1. Professional Devt Request Form

13. Religious Days Memo

14. Membership Application Memo

15. Documentation Completion on Bill Spend & Expense

16. Performance Evaluation Memo

17. Working on Holidays Memo

18. Bill Spend & Expense Budget Reallocations

19. Bill Spend & Expense Transaction Completion Memo

20. ADP Categories Memo

21. Farmworker's Day Memo