<div dir="ltr"><div>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.</div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><i><font size="1"><b>Please note, my last day at DOCA is January 4, 2019. For a press release, <a href="https://www.downtownoregoncity.org/news/2018/12/12/jonathan-stone-steps-down-as-executive-director-of-downtown-oregon-city-association" target="_blank">click here</a>. It has been a joy working on behalf of the Downtown Oregon City community! After January 4, please refer to our <a href="https://www.downtownoregoncity.org/contact/" target="_blank">contact page</a> for the most appropriate staff member.</b></font></i><br></div><div><br></div><div>Jonathan Stone<br></div><div><i>Executive Director</i></div><div><br></div><div>Downtown Oregon City Association<br></div><div>814 Main Street</div><div>Oregon City, OR 97045</div><div><br></div><div><a href="mailto:jon@downtownoregoncity.org" style="color:rgb(17,85,204)" target="_blank">jon@downtownoregoncity.org</a></div><div>Office (503) 802-1640</div><div><span style="font-size:12.8px">Direct (503) 802-1639</span></div></div></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr">On Wed, Dec 19, 2018 at 4:54 PM STUART Sheri * OPRD <<a href="mailto:Sheri.Stuart@oregon.gov">Sheri.Stuart@oregon.gov</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div lang="EN-US">
<div class="gmail-m_-2218397902519528236WordSection1">
<p class="MsoNormal"><span style="color:rgb(31,73,125)">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<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(181,196,223);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10pt;font-family:Tahoma,sans-serif">From:</span></b><span style="font-size:10pt;font-family:Tahoma,sans-serif"> OMS_MANAGERS [mailto:<a href="mailto:oms_managers-bounces@listsmart.osl.state.or.us" target="_blank">oms_managers-bounces@listsmart.osl.state.or.us</a>]
<b>On Behalf Of </b>Kevin Teater<br>
<b>Sent:</b> Wednesday, December 19, 2018 4:09 PM<br>
<b>To:</b> 'Oregon Main Street program managers'<br>
<b>Subject:</b> Re: [OMS_MANAGERS] Debit/Credit Cards<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">What’s up, Ariel?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">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.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">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 <i>maybe</i> the Treasurer.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Verdana,sans-serif;color:black;background:white">Kevin Teater</span><span style="font-size:10pt;font-family:Verdana,sans-serif;color:black"><br>
<span style="background:white">Executive Director</span><br>
<span style="background:white">Beaverton Downtown Association</span><br>
<span style="background:white">12625 SW Broadway Street</span><br>
<span style="background:white">Beaverton, OR 97005</span><br>
</span><a href="mailto:kevin@downtownbeaverton.org" target="_blank"><span style="font-size:10pt;font-family:Verdana,sans-serif;background:white">kevin@downtownbeaverton.org</span></a><span style="font-size:10pt;font-family:Verdana,sans-serif;color:black"><br>
<span style="background:white">(503)332-5419</span></span><u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><b>From:</b> OMS_MANAGERS <<a href="mailto:oms_managers-bounces@listsmart.osl.state.or.us" target="_blank">oms_managers-bounces@listsmart.osl.state.or.us</a>>
<b>On Behalf Of </b>Ariel Kane RARE Participant<br>
<b>Sent:</b> Wednesday, December 19, 2018 4:00 PM<br>
<b>To:</b> Oregon Main Street program managers <<a href="mailto:oms_managers@listsmart.osl.state.or.us" target="_blank">oms_managers@listsmart.osl.state.or.us</a>><br>
<b>Subject:</b> Re: [OMS_MANAGERS] Debit/Credit Cards<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal">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 <a href="https://www.tfff.org/select-books/browse/community/all" target="_blank">
Ford Family Select Books</a>, but I haven't had anyone recommend those particular books yet. <u></u><u></u></p>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div>
<p class="MsoNormal">On Wed, Dec 19, 2018 at 3:50 PM Darin Rutledge <<a href="mailto:darin@downtownklamathfalls.org" target="_blank">darin@downtownklamathfalls.org</a>> wrote:<u></u><u></u></p>
</div>
<blockquote style="border-top:none;border-right:none;border-bottom:none;border-left:1pt solid rgb(204,204,204);padding:0in 0in 0in 6pt;margin:5pt 0in 5pt 4.8pt">
<div>
<div>
<p class="MsoNormal">Yes! That would be great!<u></u><u></u></p>
</div>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div>
<p class="MsoNormal">On Wed, Dec 19, 2018 at 3:37 PM HENRY Katie * OPRD <<a href="mailto:Katie.Henry@oregon.gov" target="_blank">Katie.Henry@oregon.gov</a>> wrote:<u></u><u></u></p>
</div>
<blockquote style="border-top:none;border-right:none;border-bottom:none;border-left:1pt solid rgb(204,204,204);padding:0in 0in 0in 6pt;margin:5pt 0in 5pt 4.8pt">
<div>
<div>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Hi All,
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">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.
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Best,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Katie</span><u></u><u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"> </span><u></u><u></u></p>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(89,89,89)">Katie Henry</span><u></u><u></u></p>
<p class="MsoNormal"><i><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(89,89,89)">Heritage Outreach Specialist</span></i><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(89,89,89)">Oregon Heritage</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(89,89,89)">Oregon Main Street</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(89,89,89)">Oregon State Historic Preservation Office
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Gill Sans MT Condensed",sans-serif;color:rgb(89,89,89)">(503) 986-0671</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Gill Sans MT Condensed",sans-serif;color:rgb(89,89,89)">725 Summer St NE, Ste C - Salem, OR 97301</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(31,73,125)"><a href="http://www.oregonheritage.org/" target="_blank">www.oregonheritage.org</a>
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(31,73,125)"><a href="http://www.facebook.com/OregonHeritage" target="_blank">www.facebook.com/OregonHeritage</a></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Gill Sans MT",sans-serif;color:rgb(31,73,125)"><a href="http://oregonheritage.wordpress.com/" target="_blank">http://oregonheritage.wordpress.com/</a>
- Blog</span><u></u><u></u></p>
</div>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"> </span><u></u><u></u></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(181,196,223);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10pt;font-family:Tahoma,sans-serif">From:</span></b><span style="font-size:10pt;font-family:Tahoma,sans-serif"> OMS_MANAGERS [mailto:<a href="mailto:oms_managers-bounces@listsmart.osl.state.or.us" target="_blank">oms_managers-bounces@listsmart.osl.state.or.us</a>]
<b>On Behalf Of </b>Eddie Nelson<br>
<b>Sent:</b> Wednesday, December 19, 2018 2:49 PM<br>
<b>To:</b> <a href="mailto:oms_managers@listsmart.osl.state.or.us" target="_blank">
oms_managers@listsmart.osl.state.or.us</a><br>
<b>Subject:</b> Re: [OMS_MANAGERS] Debit/Credit Cards</span><u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"> <u></u><u></u></p>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif">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.</span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif"> </span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif">Eddie Nelson</span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif">Treasurer</span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif">DDA</span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif"> </span><u></u><u></u></p>
</div>
</div>
<div id="gmail-m_-2218397902519528236gmail-m_6910401382282290980m_1919151935164490032yahoo_quoted_5724058750">
<div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">On Wednesday, December 19, 2018, 2:21:12 PM PST, Ariel Kane RARE Participant <<a href="mailto:coordinator.goldbeachmainstreet@gmail.com" target="_blank">coordinator.goldbeachmainstreet@gmail.com</a>>
wrote: </span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)"> </span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)"> </span><u></u><u></u></p>
</div>
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<div id="gmail-m_-2218397902519528236gmail-m_6910401382282290980m_1919151935164490032yiv9144143221">
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">The board of GBMS is wondering if other organizations use debit/credit cards. Are there legal concerns
that they should be aware of?</span><u></u><u></u></p>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)"> </span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">Best, </span><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">Ariel<br clear="all">
</span><u></u><u></u></p>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)"> </span><u></u><u></u></p>
</div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">--
</span><u></u><u></u></p>
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<div>
<div>
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<p class="MsoNormal"><b><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">Ariel Kane</span></b><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)"><br>
Community Coordinator | Gold Beach Main Street <br>
<a href="https://rare.uoregon.edu/about/" target="_blank">Resource Assistance for Rural Environments Program</a><br>
541 247 7029 ext. 110 <br>
29592 Ellensburg Ave, Gold Beach, OR 97444</span><u></u><u></u></p>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42);border:1pt solid windowtext;padding:0in"><img border="0" width="200" height="120" id="gmail-m_-2218397902519528236_x0000_i1025" src="cid:167c92669314ce8e91" alt="Image removed by sender."></span><u></u><u></u></p>
</div>
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<div id="gmail-m_-2218397902519528236gmail-m_6910401382282290980m_1919151935164490032yahoo_quoted_5724058750">
<div>
<div>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:rgb(38,40,42)">_______________________________________________<br>
OMS_MANAGERS mailing list<br>
<a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" target="_blank">OMS_MANAGERS@listsmart.osl.state.or.us</a><br>
<a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank">http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers</a><br>
Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
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Questions related to message content should be directed to the sender of the message, by phone or email.<br>
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<p class="MsoNormal">_______________________________________________<br>
OMS_MANAGERS mailing list<br>
<a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" target="_blank">OMS_MANAGERS@listsmart.osl.state.or.us</a><br>
<a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank">http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers</a><br>
Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
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Questions related to message content should be directed to the sender of the message, by phone or email.<br>
Technical questions? Call 503-378-8800.<u></u><u></u></p>
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<p class="MsoNormal">_______________________________________________<br>
OMS_MANAGERS mailing list<br>
<a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" target="_blank">OMS_MANAGERS@listsmart.osl.state.or.us</a><br>
<a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank">http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers</a><br>
Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
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Questions related to message content should be directed to the sender of the message, by phone or email.<br>
Technical questions? Call 503-378-8800.<u></u><u></u></p>
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<p class="MsoNormal"><br clear="all">
<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">-- <u></u><u></u></p>
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<p class="MsoNormal"><b>Ariel Kane</b><br>
Community Coordinator | Gold Beach Main Street <br>
<a href="https://rare.uoregon.edu/about/" target="_blank">Resource Assistance for Rural Environments Program</a><br>
541 247 7029 ext. 110 <br>
29592 Ellensburg Ave, Gold Beach, OR 97444<u></u><u></u></p>
</div>
</div>
<div>
<p class="MsoNormal"><img border="0" width="200" height="120" id="gmail-m_-2218397902519528236_x0000_i1026" src="https://docs.google.com/uc?export=download&id=1sQZYo0F6A3XCltOj71q5J_lsOqRHM69-&revid=0Bx-vPCJQIt7aS1J0K1JOUUZES1dZcTAzRTgyVk5TUlBlV1dVPQ"><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif"><a href="https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=emailclient&utm_term=icon" target="_blank"><span style="text-decoration:none"><img border="0" width="46" height="29" id="gmail-m_-2218397902519528236_x0000_i1027" src="https://ipmcdn.avast.com/images/icons/icon-envelope-tick-round-orange-animated-no-repeat-v1.gif"></span></a><u></u><u></u></span></p>
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<p class="MsoNormal" style="line-height:13.5pt"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(65,66,78)">Virus-free.
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_______________________________________________<br>
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Questions related to message content should be directed to the sender of the message, by phone or email.<br>
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