Page 169 - 2024 Orientation Manual

Table of Contents

I. OPERATING POLICIES
A. Antitrust Avoidance 1
B. Code of Conduct 1
C. Contract Signing Authority 2
D. Credit Cards 2
E. Email/Internet Usage 2
F. Employee Annual Leave 3
G. Equal Opportunity Employer 4
H. Exemption from Payment of Dues 4
I. Insurance Coverages 5
J. Legislative Activities 5
K. Listservs 5
L. Loans to Employees and/or Members 6
M. Logo Usage 6
N. Mailing List Rental 6
O. Military Dues Waiver 7
P. Records Retention and Destruction 8
Q. Release of Member Information 8
R. Sexual Harassment 9
S. Sponsorships 10
T. Vendor Agreements 11
U. Whistleblower Protection 12

II. FINANCIAL POLICIES

A. Access to Justice Program Endowment
and Operating Funds 15
B. Accounting Method 15

C. Audited Financial Statements 15
D. Bank Reconciliations 16
E. Capital Purchases & Capitalization Threshold 16
F. Cash Not Accepted 17
G. Check Endorsement/Stamp 17
H. Check Signing 17
I. CPA Firm Management Letter 18
J. CPA Firm Retention 18
K. Expense Reimbursement 19

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