EVENT/TRIP FORMS FOR CHAIRS AND CO-CHAIRS
When a trip chairs or co-chair or other are organizing an activity, the forms on this page are to be used and presented to Council. It is essential, per ByLaws, especially when Collecting money from participants, the Expense Estimate form is completed, shared, and approved at a Council meeting before advertising event and collecting fees. Following closure of event, the Income and Expense form is to be completed and presented to Council.
These forms were approved by Council for clearer presentation of information to the Council and a financial record for the Club’s Treasurer. There are directions included on each form.
If you need forms printed to distribute to Council or Membership, contact Council for assistance.
You will need MS Word or Excel for the fillable forms.
- Download and print the PDF forms to complete.
- Fillable forms can be
- Completed on-line, saved to your computer for printing and emailing OR
- Save/download form on your computer, complete and save for emailing and printing.
1. The Activity Expense Estimate Form: Complete and present to Council for approval. After council approval, the event can be presented to membership.
J&M Activity Expense Estimate Form,pdf
2. The Income and Expense Form: Complete and submit to Council after the activity to close out your event.
(Note: The fillable form contain calculations/formulas protected/blocked so no data can be entered. Tab between cells as you fill in the form.). Prints on 1 page. The closeout form should define the detailed Expense Estimate Form approved by council.
J&M Event Income and Expense Closeout Form.pdf
J&M Event Income and Expense Closeout Form.xlsx
3. Participant sign up form.
J&M Sign-Up and Waiver Form.pdf
J&M Sign-Up and Waiver Form.xls