Admin process Financial Pools Office Accounting Registry Business registration CSO registration Individual registration Exchange Depot Technical support Maintenance Financial Pools: Financial pool for admin & operations Financial pool for equipment purchase and sales Documents: Agreement to future exchange Office: office procedures List of files: completed registrations - to be entered into database completed registrations - done payment debit ledger - to be entered into database payment debit ledger - done ccp id card holder list exchange depot contracts - signed exchange depot list (there will be more) Accounting: Receive and file all submitted data - text or digital - for the ccp and the registry. ccp: maintain accounts of all activities associated with registry and development operations sfa cash cc inventory pool project registry: public currencies (general) private currencies (selective) Registry: enter new participants in registry from "completed forms - to be entered" enter contributions keep id card list as they are issued enter transactions form payment debit ledgers keep a list of mo's, c$ exchange cards, receipt books issued to each Exchange Depot enter info and distribute $ collected from exchange depots Business: Business Document List: registration terms of participation contributions business instructions (3 pages) P.O.S.T. instructions mo instructions (2 pages) payment debit ledger Forms to be completed by the business registration & terms terms of participation contribution fill out, sign and date all forms. make sure business get a copy of all forms that they sign. staple three forms together and file a copy in office in "completed forms - to be entered" when you set up the business be sure they get business instructions POST or MO instructions debit payment ledger instruct business on the use of the POST or MO issue id card, business name on front signed by owner or manager. Other authorized users may be listed on the back of the card. Community Groups: Community Group Document List: Registration Organization Introduction Letter Payment ledger mo instructions Inform community groups that they have received contributions either in person or with the Organization Introduction Letter Offer to come to a board meeting to explain the program, if necessary Register group if they decide to participate - file in office in "completed forms - to be entered" Explain "exchange" and all other uses of community dollars i.e. spending with participating businesses, rewarding volunteers. Give them, as necessary, Payment Ledger mo instructions issue id card Individual: Individual Document List: registration form Register individual - file in office in "completed forms - to be entered" issue id card Exchange Depot: Exchange Depot Document List: Exchange Depot Contract Exchange Manual (5 pages) Exchange Summary - sample Exchange Summary - blank mo instructions (2 pages) other items: mo Reciept book exchange card with c$ Exchange depot and ccp representative must sign & date Exchange Depot Contract. Give a copy to depot, file a copy in the "Exchange Depot Contract" file Exchange Depot must have Exchange Depot Manual Exchange Summary - sample Exchange Depot - blank form mo instructions, Receipt Book mo exchange card loaded with c$. Exchange card must be marked and identified with the next available number in system and recorded. Receipt book must be marked with their name and id. The numbers must be recorded as assigned to a particular depot. Instruct them on the use of the mo Technical Support: Respond to anyone having trouble with equipment. Train new users of equipment Maintenance: Business Maintenance: Go around to businesses regularly, especially new participants, answer questions, etc. Is the equipment working? Are they comfortable with it? Are they spending their c$? Pick up payment debit ledgers and issue new ones if needed - bring completed forms back to the office and file in "debit ledgers - to be entered" Community Groups Maintenance: Go around to groups regularly, especially new participants Are they using their c$? Are they educating their supporters? Are they doing any exchange themselves? Do they need help figuring out what to do? Do they have questions about the mo? Have they done exchange with people who need to open accounts? Exchange Depot Maintenance: Go around regularly, and / or call often, especially new participants to be sure they are doing okay. Answer questions: Is the equipment working? Are they okay with the procedure? receipt book? refunds? deposit returns? summary form? Weekly maintenance of exchange - collect exchange money and materials, replenish cards & c$ Once a week go around to Exchange Depots weekly summary form with appropriate receipts attached reload their Exchange card with the net amount of c$ exchanged (on the form) make a note on the summary form of the amount of c$ loaded onto card, both parties initial count cards on hand, collect $10 per outstanding card - make sure they fill out a receipt for the amount paid to ccp for cards replenish cards back to the original number