[OMS_MANAGERS] Policies

[Jonathan Stone]

We allow checks $1,000 and under to have one signature and have authorized
all office staff to have a credit card. The E.D. and President have the
highest limits. Other staff members are allowed to purchase supplies and
other items for specific projects and programs they manage that have
adopted budgets. We do not use debit cards. A perk of credit cards are the
rewards. Since getting a credit card we've earned about $2,000 in rewards.

*Please note, my last day at DOCA is January 4, 2019. For a press
release, click here
<https://www.downtownoregoncity.org/news/2018/12/12/jonathan-stone-steps-down-as-executive-director-of-downtown-oregon-city-association>.
It has been a joy working on behalf of the Downtown Oregon City community!
After January 4, please refer to our contact page
<https://www.downtownoregoncity.org/contact/> for the most appropriate
staff member.*

Jonathan Stone
*Executive Director*

Downtown Oregon City Association
814 Main Street
Oregon City, OR 97045

jon at downtownoregoncity.org
Office (503) 802-1640
Direct (503) 802-1639


On Wed, Dec 19, 2018 at 4:54 PM STUART Sheri * OPRD <Sheri.Stuart at oregon.gov>
wrote:

> Attached is a copy of a sample manual I wrote when I was with the
> Washington State Main Street program. It is really just a guide to point
> you in the right direction for the types of policies and procedures you
> should consider developing and can be viewed as a “starter kit” for
> organizations that don’t have policies in place. Regards, Sheri
>
>
>
> *From:* OMS_MANAGERS [mailto:
> oms_managers-bounces at listsmart.osl.state.or.us] *On Behalf Of *Kevin
> Teater
> *Sent:* Wednesday, December 19, 2018 4:09 PM
> *To:* 'Oregon Main Street program managers'
> *Subject:* Re: [OMS_MANAGERS] Debit/Credit Cards
>
>
>
> What’s up, Ariel?
>
>
>
> We just updated our financial policies a couple months ago. We had a
> sticky situation following poor financial management during an event that
> caused some stress for our organization. These financial policies were made
> to prevent this situation from happening again. I have attached them. We
> wanted something simple and effective. It is working so far.
>
>
>
> We have also been talking about credit cards vs. debit cards. Our
> Treasurer wants us to move away from debit cards and use credit cards more
> often because credit cards provide better protection against fraudulent
> use. Also, only a few people need a BDA credit card. Me, the Board Chair,
> and *maybe* the Treasurer.
>
>
>
> Kevin Teater
> Executive Director
> Beaverton Downtown Association
> 12625 SW Broadway Street
> Beaverton, OR 97005
> kevin at downtownbeaverton.org
> (503)332-5419
>
>
>
> *From:* OMS_MANAGERS <oms_managers-bounces at listsmart.osl.state.or.us> *On
> Behalf Of *Ariel Kane RARE Participant
> *Sent:* Wednesday, December 19, 2018 4:00 PM
> *To:* Oregon Main Street program managers <
> oms_managers at listsmart.osl.state.or.us>
> *Subject:* Re: [OMS_MANAGERS] Debit/Credit Cards
>
>
>
> Katie, would love that! As far as I understand, they don't have /any/
> policies. So having information about financial policies would be great to
> share with them. Could you share the name of the workbook? There's a couple
> of books on financial success and budgeting for NPOs available for free
> from Ford Family Select Books
> <https://www.tfff.org/select-books/browse/community/all>, but I haven't
> had anyone recommend those particular books yet.
>
>
>
> On Wed, Dec 19, 2018 at 3:50 PM Darin Rutledge <
> darin at downtownklamathfalls.org> wrote:
>
> Yes! That would be great!
>
>
>
> On Wed, Dec 19, 2018 at 3:37 PM HENRY Katie * OPRD <Katie.Henry at oregon.gov>
> wrote:
>
> Hi All,
>
>
>
> Speaking of financial policies, I attended a conference of sorts here in
> Salem last month that was geared towards non-profit board members. I ended
> up purchasing a workbook that has worksheets and examples to help
> nonprofits formulate essential financial policies. I was planning on
> bringing it to the network meeting in January to show folks who are
> interested but if anyone wants to learn more about it or wants copies of
> some of the worksheets to help your board create financial policies, feel
> free to email or call me.
>
>
>
> Best,
>
>
>
> Katie
>
>
>
> Katie Henry
>
> *Heritage Outreach Specialist*
>
> Oregon Heritage
>
> Oregon Main Street
>
> Oregon State Historic Preservation Office
>
> (503) 986-0671
>
> 725 Summer St NE, Ste C - Salem, OR 97301
>
> www.oregonheritage.org
>
> www.facebook.com/OregonHeritage
>
> http://oregonheritage.wordpress.com/ - Blog
>
>
>
> *From:* OMS_MANAGERS [mailto:
> oms_managers-bounces at listsmart.osl.state.or.us] *On Behalf Of *Eddie
> Nelson
> *Sent:* Wednesday, December 19, 2018 2:49 PM
> *To:* oms_managers at listsmart.osl.state.or.us
> *Subject:* Re: [OMS_MANAGERS] Debit/Credit Cards
>
>
>
> The Dallas Downtown Association has debit cards.  We do not expect people
> to use their own money to pay for expenses of the DDA and than be
> reimbursed.  The debit cards are limited to people authorized to make
> expenditures.  Any major expenditures need to be approved by the board.
> There should have a financial policy in place outlining the details.
>
>
>
> Eddie Nelson
>
> Treasurer
>
> DDA
>
>
>
> On Wednesday, December 19, 2018, 2:21:12 PM PST, Ariel Kane RARE
> Participant <coordinator.goldbeachmainstreet at gmail.com> wrote:
>
>
>
>
>
> The board of GBMS is wondering if other organizations use
> debit/credit cards. Are there legal concerns that they should be aware of?
>
>
>
> Best,
>
> Ariel
>
>
>
> --
>
> *Ariel Kane*
> Community Coordinator | Gold Beach Main Street
> Resource Assistance for Rural Environments Program
> <https://rare.uoregon.edu/about/>
> 541 247 7029 ext. 110
> 29592 Ellensburg Ave, Gold Beach, OR 97444
>
> [image: Image removed by sender.]
>
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> Questions related to message content should be directed to the sender of
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> Technical questions? Call 503-378-8800.
>
> _______________________________________________
> OMS_MANAGERS mailing list
> OMS_MANAGERS at listsmart.osl.state.or.us
> http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers
> Hosted by the State Library of Oregon. The Library is not responsible for
> content.
>
> Questions related to message content should be directed to the sender of
> the message, by phone or email.
> Technical questions? Call 503-378-8800.
>
>
>
>
> --
>
> *Ariel Kane*
> Community Coordinator | Gold Beach Main Street
> Resource Assistance for Rural Environments Program
> <https://rare.uoregon.edu/about/>
> 541 247 7029 ext. 110
> 29592 Ellensburg Ave, Gold Beach, OR 97444
>
>
>
>
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> Technical questions? Call 503-378-8800.
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