• Cost Allocation Definitions - PDF
• Cost Allocation Plan - Word
• Equipment Inventory Form - Word
• 2009 Federal Poverty Guidelines - PDF
• Sample CHC Denial Analysis - Excel
  Removed for editing January 2010. Please check back for the updated version.
• 2009 Sliding Fee Scale - Excel

Accounting Policies & Procedures from Planned Parenthood Los Angeles

Download the entire Manual:

• PPLA Acounting Policies & Procedures Manual - Zip file

You will need a program that can extract ("unzip") the compressed files; your IT department should be able to help you.

Or download the individual section you need:

All files are in Microsoft Word.

• A. General
• 1. Preparing and Implementing Financial Policies and Procedures
• 2. Record Retention
• B. General Accounting
  • 1. General Ledger / Chart of Accounts
• C. Assets
  • 1. Cash Receipts / Donations In-Kind
  • 2. Prepaid Expenses
  • 3. Clinic Accounting Policies and Procedures
  • 4. Purchasing / Inventory Control
  • 5. Vendor Performance Management
  • 6. Fixed Assets / Depreciation
• D. Liabilities
  • 1. Accounts Payable Invoice Approval and Coding
  • 2. Check Signing Authority
  • 3. Stop Payment / Accounts Payable Checks
  • 4. Company Credit Card
  • 5. Accrued Liabilities
  • 6. Refunds
• E. Revenues
  • 1. Revenue Recognition
  • 2. Clinic Billing / Fee Adjustment and Deferrals / Claims Submission
  • 3. Recording Payments / Discounts / Adjustments / Writeoffs
• F. Expenses
  • 1. General Payroll Details / Time Card Submissions/Violations
  • 2. Charge Codes / Work Activities
  • 3. Per Diem / Travel Authorization / Expense Reports / Meals
  • 4. Cell Phone Reimbursement

Federal Reporting Forms

• FSR - Financial Status Report - PDF or click here for Federal Grant Management Forms

Internal Control Documents

• Sample Internal Control Document - Word
  from Hollywood Sunset Free Clinic
• Sample Internal Control Document - PDF
  from Nevada County

Time & Activity Reporting

• Hourly Attestation - Excel
• Salaried Attestation - Word

Time Study Procedures and Templates

Download the entire package as a zip file, or only the file you need.

• Time Study Package - Zip file
• Time Study Procedures - Word
• Time Study Template - Protected Fields - Excel
  Data can be entered, but calculations are locked and cannot be edited
• Time Study Template - Fully Editable - Excel
  All fields are open and can be edited

Want to help out?

CFHC invites agencies to make their materials available to others throughout the Title X system. For Fiscal and Financial items, this can be arranged by contacting Stephanie Ceponis, Site Financial Analyst, Finance Division at 510-486-0412 x4534, email ceponiss@cfhc.org.