RECEIVE ENCOURAGING CONTENT
STAFF RESOURCES
Disbursement Request Form (DRF)
Used for:
-
Reimbursement requests
-
Direct payment for goods/services
-
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