New Expense Process 

The Ed Fund moves completely to our new expense process Monday, November 18, 2019 at 12pm.  The link is live and we are accepting submissions with the new process now.

 

Get started with the New Expense Process.

 

If your payment request is submitted and approved by Monday at noon, the check will be ready after 2 PM that Friday. 

Please note that we cannot reimburse for services or gift cards.

 

Check out the Expense Process Guide to walk through the process before you begin.

 

Questions or issues?  Email services@oaklandedfund.org.

 


ADDITIONAL FORMS AND DOCUMENTS

• Deposit Form .pdf | .xlsx

 

 Re-Grant Form
Use this form to start the process by which the Ed Fund issues a grant to a public agency or non-profit organization.

 
Reclassification Request Form
Use this form to reclassify transactions on your financial reports, or notify us about an unrecognized/incorrect transaction.

 

• Donation Instructions
Follow these instructions to ensure that contributions to your organization or project are received and acknowledged in a timely and accurate manner, and are fully tax-deductible through the Oakland Public Education Fund. This guide has information on how to handle donations that come in through check, credit card, cash, matching gift, and stock transfer.

 

• In-Kind Donations
If you are accepting an in-kind donation, please fill out this form.

 

• Stock Donations
If you are accepting a donation of stock, please fill out this form.

 

Form W-9

 

Sign in to your Salesforce Communities portal here.

 

Looking for timesheets and other HR forms? We’ve moved those to their own page here.