Neighborhood Council Funding System

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Neighborhood Council:

Requested Role:

Drop-down of Roles

First Name:

Last Name:

Address:

City:

State:

Zip Code:

Date of Birth:

CA ID # / Driver's License #:

E-mail Address:

Phone Number:

Board Position:

Board Action Cert.:

Choose File

Date of Training:

NC Login: Set Password

Please create a password with 8 or more characters.

Password

Confirm Password

Budget Amount

Expense-to-Date

Funding Requests:

Credit Card:

Total Outstanding

Commitments:

Pending Payments:

Net Available

Cash Balance:

Budget Allocation

Expenditures-to-Date by Category

Payment Requests

Fiscal Year:

	Request Date	Amount	Category	Vendor	Status	Review Level:

Legend:

: Under Review

: Request Approved

: Request Denied

: Recurring Payment

: Payment Issued

: Unsubmitted Payment Request

: Contract Under Drafting

: Routing for Signature

: Contract Completed

Payment Request Detail

Payment Request Document: Document on File

Request Date:
Category:
Amount: $
Recurring:

Status:
Vendor:
:

Payment Frequency:
# of Payments:

Start Date:

Payment Schedule

Issue Date	Reconciled	Status

ACH Information:

Bank Name:
Account Type:

Routing Number:
Account Number:

Board Motion / Community Benefit Statement:

Board Action Cert.: Attached Board Action Cert.

Yes:

No:

Abstained:

Absent / Recused:

Notes:

Admin Comment:

Routing History:

Date:	Reviewed By:	Status:	Comment

New Funding Request

(NCName based off User's NCID) Neighborhood Council

Request Date: (Current Date)

Category:

Drop-down Dataselect for Expense Categories
[Description]

Vendor:

Board Motion/Purpose of Payment Request (If the payment request is related to an NC sponsored or co-sponsored event, please also include the Event Approval Code)

Vendor Invoice # / Account #

Amount: (Net Available: $0.00)

Recurring

Frequency:

Start Date:

# of Payments:

Bank Name:

Account Type:

Routing #:

Account #:

Board Vote Count:

Yes:

No:

Abstain:

Absent and Recused:

Payment Request Document:

Choose File

Funding Request Application

Board Action Certification:

Choose File

Board Action Cert.

This funding request is made in accordance with all applicable laws, policies, and procedures. This request has been approved by the Neighborhood Council Board, at a Brown Act compliant public meeting, where a quorum of the Board was present.

All issues of conflict of interest have been addressed to the best of my knowledge.

I declare that I am a person authorized by the Board of the above named Neighborhood Council to submit funding documents. All information presented on this request is accurate and complete.

A View-only page for a specified Funding Request

Status:

Fiscal Year:

Neighborhood Council:

Request Date:

Attached Document: Document on File

Category:

Vendor:

Amount:

Benefit Statement:

Is the request recurring?:

Repeat Type:

Repeat Interval:

Repeat Week:

Repeat Day:

Start Date:

End Date:

Does the Funding Request pose a conflict of interest?:

Has the City Attorney been advised in regards to the conflict of interest?:

Board Vote Count: Attached Board Action Cert.

Yes:

No:

Abstained:

Absent:

Date of Submittal:

Approval Date:

Admin Comment:

List of report More detail regarding MER report, submittal process such as verifing all CC Trans has receipts.**

Credit Card Transactions

Start Date

End Date

	Transaction Date:	Due Date:	Due Date 2:	Merchant Info:	Amount:	Status:	Action:

Upload Receipt

Category:

Board Motion/Purpose of Card Transaction (If the transaction is related to an NC sponsored or co-sponsored event, please also include the Event Approval Code):

Receipt (Please upload itemized receipt/paid invoice for this transaction):

Choose File

BAC

Choose File

I declare that this receipt is for a transaction(s) related to NC Business authorized by the above named Neighborhood Council.

Select a category for the transaction and upload the corresponding receipt.

Allowed Receipt file types: Uploaded file cannot exceed 5 MB.

PDF (.pdf)
JPEG (.jpg, .jpeg)
PNG (.png)

GIF (.gif)
TIFF (.tif, .tiff)
BMP (.bmp)

Allowed BAC file types: PDF (.pdf)

Credit Card Transaction Notes

Transaction has been flagged

Notes:

Event Approval Requests

Fiscal Year:

	Event:	Event Date:	Event Budget:	Status:	Action:

Legend:

: Unsubmitted Request

: Under Review

: Request Approved

: Request Denied

Event Approval Request

(NCName based off User's NCID) Neighborhood Council

Current Date: (Current Date)

Event Title:

Event Date:

(Please be sure to submit your request at least 30 days prior to your Event Date)

Event Description:

Event Budget:

The NC is the:

Main Sponsor (Organizer)

Co-Sponsor (Co-Organizer)

Event Approval Form:

Choose File

Event Request Form

Board Action Request (BAC) Form:

Choose File

Board Action Request (BAC) Form

Itemized Detailed Event Budget:

Choose File

Itemized Detailed Event Budget

Additional Supporting Document:

(Please upload here supporting documents for your event, i.e. vendor certificate of insurance, County health permit, facility permits, etc.)

Choose File

Supporting Docs Go Here!

Event Approval Detail

Event Title:

Event Description:

Status:
Requested Date:
Event Date:
Event Budget: $
Event Organizer:

Event Approval Documents:

Notes:

Admin Comment:

Routing History:

Date:	Reviewed By:	Status:	Comment

Budget Allocation

Fiscal Year:

Annual Funds:

Rollover Funds:

Adjustments:

Total Annual Budget Funds:

General and Operational Expenditures:

Neighborhood Purpose Grants Expenditures:

Community Improvement Projects Expenditures:

Total Annual Budget Allocations:

Admin. Packet:

Choose File

BAC Approving Admin. Packet:

Choose File

Amended Budget:

Choose File

BAC Approving Amended Budget:

Choose File

I declare that I am a person authorized, by the Board of the above Neighborhood Council, to submit the Budget or Amended Budget for the Neighborhood Council.

Inventory Reports

Submitted Date	Documents	Status

Submit Inventory Report

Inventory Report

Choose File

Board Action Cert.

Choose File

Monthly Expediture Reports

	MER Date	Status

Upload Board Action Cert.

Board Action Cert.

Choose File

MER Notes

MER has been flagged

Comments:

Your Profile

Personal Information

Name:
Date of Birth:

California ID# / License#:

Contact Information

Address:

Phone:
E-mail:

Designation

Neighborhood Council:
Role:
Training Date:

Board Position:
Board Action Cert.:

Special Account Payment Requests

Request Date:	Special Account:	Amount:	Vendor:	Status:

Legend:

: Unsubmitted Payment Request

: Under Review

: Currently Processing

: Request Approved

: Request Denied

Special Account:

Meeting Date:
Amount:
Status:

Vendor Information:

Board Motion Language:

...

Board Action Cert.:

Invoice / NPG Packet:

W9 Form:

Notes:

Special Account Funding Request

Request Details:

Special Account:

Amount:

Meeting Date:

Board Motion Language:

Vendor Information:

Vendor:

Vendor Phone Number:

Address:

City:

State:

Zip Code:

Documents:

Board Action Certification:

Choose File

Currently uploaded file

Invoice / NPG Packet:

Choose File

Currently uploaded file

W9 Form:

Choose File

Currently uploaded file

Special Account Details

Special Account Name:: ...
Date of Creation:: ...
Summary:: ...

Total Amount:: Amount Allocated when Special Account is created
Pending Amount:: Sum of Unapproved Payment Requests (not including Unsubmitted Payment Requests)
Amount Spent:: Sum of Approved Payment Requests
Net Amount Remaining:: Total Amount minus Amount Spent

Help / FAQ

Uploading Receipts

Allowed file types:

PDF (.pdf)
JPEG (.jpg, .jpeg)
PNG (.png)

GIF (.gif)
TIFF (.tif, .tiff)
BMP (.bmp)

Note: Uploaded file cannot exceed 5 MB.

Uploading Payment Request Applications

Allowed file types:

Only PDF files allowed

Note: Uploaded file cannot exceed 25 MB.

Uploading Board Action Cert.

Allowed file types:

Only PDF files allowed

Note: Uploaded file cannot exceed 5 MB.

Blank Forms

Funding Request Form (.pdf)
Board Action Cert. (.pdf)

NC Login: Set Password

Budget Amount

Expense-to-Date

Total Outstanding

Net Available

Budget Allocation

Expenditures-to-Date by Category

Payment Requests

Payment Request Detail

ACH Information:

New Funding Request

(NCName based off User's NCID) Neighborhood Council

A View-only page for a specified Funding Request

List of report **More detail regarding MER report, submittal process such as verifing all CC Trans has receipts.

Credit Card Transactions

Event Approval Requests

Event Approval Request

(NCName based off User's NCID) Neighborhood Council

Event Approval Detail

Budget Allocation

Inventory Reports

Monthly Expediture Reports

Your Profile

Special Account Payment Requests

Special Account Funding Request

Request Details:

Vendor Information:

Documents:

Help / FAQ

Uploading Receipts

Uploading Payment Request Applications

Uploading Board Action Cert.

Blank Forms

List of report More detail regarding MER report, submittal process such as verifing all CC Trans has receipts.**