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OPERATIONS MANUAL TEMPLATE - aspirationtech.org

OPERATIONS MANUAL TEMPLATEThis OPERATIONS MANUAL provides important organizational information as well as OPERATIONS procedures for Critical Organization InformationThis section documents the most critical organization InformationORGANIZATION s Lawyer:ORGANIZATION s Mailing Address:Nonprofit Incorporation InformationORGANIZATION is incorporated in the state of IRS tax ID AccountantPayroll InformationORGANIZATION s Worker Compensation insurance is administered by:ORGANIZATION holds the following insurance policies:All policies are filed in ORGANIZATION s paper files. Vendor InformationOnline Services AccountsUSERNAMES and PASSWORDS SEE PAPER FILESS ervice Name:Purpose: Fee for use: Other VendorsFor a list of general vendors ORGANIZATION has used please see Docs\Vendor information can also be found in Resources InformationPersonnel PolicyPersonnel MANUAL was approved by board XX/XX/XX and is filed in Docs\Human Resource Contact Information Setting up Medical Insurance Setting up Dental Insurance Workers Compensation Numbers Other Important HR Administration Infor

Procedure for new board member: • Announcement • Update board roster • Update letterhead/fax • Bio for website • Set up account in organizational calendar software Emergency/Evacuation Procedure: Fundraising Filing Procedure: • Track grants folder by year/color coded sub-folders including o Proposal o Contract o Correspondence o Report

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