New Expense Process
The Ed Fund has updated our expense process. Click here to begin. A user guide will be available shortly. In the meantime, if you have any questions, please email firstname.lastname@example.org. Thank you!
Old Expense Process
Our former expense process is below. We will no longer be using the process below after November 18, 2019 at 12pm.
• Payment Request Form
Use this link to submit an invoice/payment request form (for contractor and vendor payments) or to request a reimbursement.
Click here for a guide to filling out the form.
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.
• Requisition Form
Use this form to make a credit card purchase.
Need help? Here’s a guide to filling out the form.
There are special instructions for purchasing through Amazon. Click here for a quick rundown.
Note: While the Ed Fund will submit the order within 72 hours of your form being approved, actual delivery dates will vary depending on vendor shipping schedules.
ADDITIONAL FORMS AND DOCUMENTS
• 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.
• 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.