Guidelines, Forms & Other Resources

Guidelines, Forms & Other Resources2018-06-24T13:14:29+00:00

2018

2017

2016

2015

2014

2013

2012

2011

2010

2009

Note: While translation is still in progress, all materials will be made available in English, Spanish, and Korean

New OFS-USA Logo

  • Duns Scotus Trust Fund Grant Application [Word] [PDF]
  • Sponsor as Agent of Formation/Ceremony of Sponsorship [PDF]
  • Mediation as a means of conflict resolution within the OFS [PDF] [PowerPoint]
  • OFS Affiliate Protocol [Word]
  • Confidential Emergency Medical Form [Excel] [PDF]

Elections/Visitations

  • Regional Visitation Cover Letter 2018 [Word] [PDF]
  • 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]

Treasurer Reports and Documents

  • Bequests: Preserving and Extending Our Secular Franciscan Way of Life (Updated 2018) [Word] [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. 2010 [PDF]
  • IRS SS4 Instructions Rev. 2016 [PDF]
  • Commission and Committee Annual Budget Request Form [Excel] [PDF]
  • Request for Reimbursement of Expenditures – updated 2013 [Excel] [PDF]
  • OFS USA Guidelines for Deactivating a Regional Fraternity [Word] [PDF]
  • Regional Treasurer’s Report (quarterly) [Excel] [PDF]
  • Regional Treasurer’s Report (annual) – updated 2013 [Excel] [PDF]
  • 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]
  • Monthly Details of Donations and Other Income Received [Excel] [PDF]