SRVEF Affiliate Checklist
Checklist [PDF Format]
(Documents are Adobe PDF Format and Microsoft Word Format)

Due Date	Form	Deliverable
June 15th	Bylaws	Copy to Foundation
June 15th	MOU from SRVEF (signed by officers and principal) [PDF Format]	Copy to Foundation
June 15th	Affiliate Board Roster (Include e-mail addresses, phone #'s and indicate officers)	Copy to Foundation
June 15th	Proof of Bonding Insurance	Copy of Insurance Certificates
June 15th	Letter of Authorization to Bank to freeze funds (See form letter) [MS Word Format] Submit new letter if officers change during the year.	Copy of letter to the Foundation and the Bank
June 15th	Affiliate's Meeting Dates for Upcoming Year	Copy of Schedule to Foundation
June 15th	Board Members Signing Checks	Copy of Form letter to Foundation
Oct 15th	Current Fiscal Year Budget	Copy to Foundation
Oct 15th	Internally Audited Fiscal Year End Financials (QuickBooks balance statement and income statement) (7/1 - 6/30) [Audit Acknowledgement - MS Word Format]	Copy of Audit and Audit Acknowledgement to Foundation
Oct 15th	Annual Report from previous year (use form) [MS Word Format]	Copy to Foundation
Nov 15th	Affiliate's Marketing Materials	Copy to Foundation
Nov 15th	Tax Forms filed with the Tax Authority or an Extension on Form #8868	Forms filed with the Tax Authority: 990 - Return of Organization Exempt From Income Tax 199 - California Exempt Organization Annual Information Return RRF-1 - Annual Registration Renewal Fee Report to Attorney General of California
Jan 15th	Copies of Tax Forms filed with the Tax Authority or an Extension on Form #8868	Copies to the Foundation: 990 - Return of Organization Exempt From Income Tax 199 - California Exempt Organization Annual Information Return RRF-1 - Annual Registration Renewal Fee Report to Attorney General of California
Mar 15th	Liability Insurance premium; payable to SRVEF	Check sent to Foundation
Mar 15th	Internally Audited Fiscal Mid - year Financials (QuickBooks balance statement and income statement) (7/1 - 12/31) [Audit Acknowledgement - MS Word Format]	Copy of Audit and Audit Acknowledgement to Foundation

• Affiliates Overview • Members • Affiliate History • SRVEF Board Policies • • SRVEF Requirements • Requirements Tracker • Federal State Requirements • • Responsibilities & Expectations • Sample Forms & Reports • Bylaws Template • • Insurance Information • Accounting Resources • Audit Steps • Sample Activities • • Carryover Guidelines •