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 services@oaklandedfund.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

• 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.