STAFF RESOURCES
Disbursement Request Form (DRF)
Used for:
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Reimbursement requests
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Direct payment for goods/services
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Documentation for use of HCM debit card
This form should be signed by the Program Director and if necessary the Executive Director if the amount is unbudgeted and exceeds $100.
Scanned images/pictures of receipts should accompany the DRF as attachments to your email.
It is best to save this document to your computer, make changes, then attach to your email.
Pre-approval is needed if the expected disbursement is either 5% more or $100 more than the budgeted amount. Pre-approval forms must be submitted in conjunction with the Disbursement Request Forms when payment remittance is requested.
It is best to save this document to your computer, make changes, then attach to your email.
Finalizing a Written Document (Updated February 2021)
Step 1 (30 days before document is needed): Presenter(s)/Creator(s) puts together the content and sends it to the Spelling/Grammar Editor (the document at this stage should be 99.9% "done" content-wise.)
Step 2a: The Spelling/Grammar Editor edits in Word (PC) or Pages (Mac).
Step 2b: The Spelling/Grammar Editor sends document to the Graphic Designer for final edits (application of HCM font/color template) and conversion to PDF.
Step 2c: The Graphic Designer creates cover image/any other graphics needed for the document
Step 3a: The Graphic Designer sends document to the to the Presenter(s)/Creator(s) for final minor edits and approval
Step 3b: The Presenter(s)/Creator(s) gets back to the Graphic Designer to do final minor edits
Step 4: CM (Communications Manager) - Final version uploaded to the online membership portal or made available for printing/copying