Treasurer Application

Policies & Procedures:

Article V – Board Members
2. Duties by Position
d. Treasurer

1. Manages all OA Foot Steps funds according to Financial Policies of the OA Foot Steps Bylaws, Policies and Procedures and any other governance documents.
2. Maintains financial records in alignment with accepted accounting practices.
3. Maintains OA Foot Steps accounts (with the assistance of the OA Foot Steps Banker) for operational funds.
4. Pays bills and reimburses expenses (with the assistance of the OA Foot Steps Banker) in a timely manner.
5. Reports the OA Foot Steps financial status as follows:
   1. Current balance: monthly to the OA Foot Steps Board.
   2. Last month’s contributions: monthly to the OA Foot Steps Board.
   3. Comparison of actuals to budget: quarterly to the OA Foot Steps Board.
   4. Itemized report showing all income and expenses year-to-date: quarterly to the OA Foot Steps Board.
   5. Contribution details: year to date: quarterly to the OA Foot Steps Board.
   6. Average monthly contributions for the preceding 12 months: quarterly to the OA Foot Steps Board.
   7. Quarterly reports listed above will also be provided for all OA Foot Steps Business Meetings.
   8. Provides monthly financial statements to the OA Foot Steps intergroup via an approved platform.
6. Provides financial information for an annual audit, to be conducted  within the third quarter of each  fiscal year.
7. Other duties as assigned.

Name *

First

Last

Email *

Phone *

How may we contact you? *

• Email
• Phone
• Text
• Video Call
• Any of the above

What is your time zone? *

Choose the Board Position you are applying for: *ChairDeputy OfficerTreasurerSecretaryDigital Resource CoordinatorBanker (non-board + non-voting role)

How Many Years in OA? *

What is the name and day of the OA Foot Steps affiliated group of which you are a member? *

How long have you been attending this meeting, or other meetings on OA Foot Steps? *

Do you have a minimum of one (1) year of current abstinence? (Note: Each person shall be the sole judge of his or her abstinence) *

Have you worked, and continue to work, the Twelve Steps to the best of your ability? *

• Yes
• No

Do you have a working understaning of the Twelve Traditions, and Twelve Concepts of OA Service to the best of your ability? (copy) *

• Yes
• No

Have you attended at least three (3) prior OA Foot Steps Business meetings within the past twelve (1) months as a voting member? *

• Yes
• No

Do you currently hold another OA Foot Steps Board position? *

• Yes
• No

Brief Account of your OA Story *

Summary of your OA Service *

Skills and experience that you can bring to this role? *

Skills and Experience that you bring to the Board? *

Why do you want to be a member of the OA Foot Steps VIG Board? *

Date *

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