National Forms and Guidelines
Coming Soon!
- Transfer Form OFS-USA Oct 19 2019
- Confidential Emergency Medical Form [Excel] [PDF]
National OFS Treasurer’s Documents of General Interest
- Bequests: Preserving and Extending Our Secular Franciscan Way of Life (Updated 2019) [PDF]
- US OFS Statement of Purposes and Internal Controls [Word] [PDF]
- Record Retention [Word] [PDF]
- Traveler Guidelines – Policy on Reimbursement of Travel Related Expenses (Updated 2016) [Word] [PDF]
- Treasurer’s Guidelines [Word] [PDF]
- Questions frequently asked of the National Treasurer (updated April 2018) [Word] [PDF]
- Treasury Guidelines: “How Much Is Enough?” [Word] [PDF]
- Taxing Correspondence [Word] [PDF]
- Obtaining an Employer ID Number (EIN) – revised April 2018 [Word] [PDF]
- IRS SS4 form Rev. 2017 [PDF]
- IRS SS4 Instructions Rev. 2016 [PDF]
National Fraternity Forms and Guidelines
- Commission and Committee Annual Budget Request Form [Word] [PDF]
- Request for Reimbursement of Expenditures – updated 2018 [Excel] [PDF]
- OFS USA Guidelines for Deactivating a Regional Fraternity [Word] [PDF]
Regional Treasurer Report Forms
- Regional Treasurer’s Report (quarterly) [Excel] [PDF ]
- Regional Treasurer’s Report (annual) – updated 2019 [Excel] [PDF]
Local Treasurer Reporting and Record Keeping
- Treasurer’s Reporting Requirements [Word] [PDF]
- Fraternity Treasurer’s Annual Report [Excel] [PDF]
- Monthly Report to the Fraternity Council [Excel] [PDF]
- Fraternity Treasurer’s Worksheet [Excel] [PDF]
- Details of Monthly Expenditures [Excel] [PDF]
- Confidential Record of Donations Received [Excel] [PDF]
- Record of Donations Received – Fraternity Summary by Meeting Date [Excel] [PDF]
- Record of Donations Received – Fraternity Summary by Member [Excel] [PDF]
Visitations and Elections
- Cover Letter for Regional Visitation by NEC
- Guidelines for Regional Visitations – CNSA and NEC [Word] [PDF]
- Regional Pre-Visitation Questionnaire [Word] [PDF]
- Check-off sheet in Preparation for Regional Visitation [Word]
- Visitation Brochure by Fr. Lester Bach [Word] [PDF]
- Suggested Schedule for Regional Visitation [Word] [PDF]
- Pastoral Visitation from SA Handbook [PDF]
Other Resources
- The Rule of the Secular Franciscan Order
- The General Constitutions of the Secular Franciscan Order (2000)
- Statutes of the National Fraternity of the Secular Franciscan Order in the United States of America
- Ritual of the Secular Franciscan Order
- For Up to Now: Foundational Topics for Initial Formation (FUN Manual)
- Statutes for Spiritual and Pastoral Assistance – 2009
Note: While translation is still in progress, all materials will be made available in English, Spanish, and Korean
New OFS-USA Logo
- Small (107 x 125 px) JPG
- Larger (414 x 484 px) JPG – better for web
- Larger (414 x 484 px) TIFF – better for printing
- Larger (604×604 px) PNG – Logo in white circle with a very thin brown line. Since it’s a PNG file, the outside of the circle will be transparent when used on the internet when the background not white.
- Sponsor as Agent of Formation/Ceremony of Sponsorship [PDF]
- Mediation as a means of conflict resolution within the OFS [PDF] [PowerPoint]
- OFS Affiliate Educational/Instructional Plan [PDF]
- Prayer and St. Francis [PDF]