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Documents & DocumentationnLrkost ,oa izys[ku
Rashtriya Sewa Bharati, New Delhi Presents
RSB-Training-Session on Documents & Documentation
2
Documents & DocumentationnLrkost ,oa izys[ku
1. Organization Documentation laxBu izys[ku
1.1 Profile details about the organization :ijs[kk laxBku ds ckjs esa
tkudkjh
1.2 Registered Office Address proof, Rental iathd`r dk;kZy; Lease Agreement etc,
Ikrk lcwr] fdjk;k@iVVk le>kSrk vkfn 1.3 Vision & Mission As approved by trustees / office }f”Vdks.k vkSj m}s’; bearers
U;kfl;ksa @ dk;kZy;hu inkf/kdkfj;ksa }kjk Lohd`r
RSB-Training-Session on Documents & Documentation
RSB-Training-Session on Documents & Documentation
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1.4 Strategy to meet Stake holder’s expectation achieve the target -ways & means Short term & long term plan
fgr /kkjdksa dh vk’kkvksa dks iwjk djus dh vYidkyhu ,oa nh/kZdkyhu ;kstuk;sa
j.kuhfr] y{; izkfIr ds rjhds vkSj lk/ku]
1.5 Beneficiaries Detail of the beneficiaries
ykHkkfFkZ;ksa ykHkkfFkZ;ksa dkh fooj.k
1. 6 Our Karyakartas No. of karyakarts and the names of
gekjs dk;ZdrkZ the important karyakartas dk;ZdrkZvksa dh la[;k rFkk egRoiw.kZ
dk;ZdrkZvkas ds uke
1. 7 Statutory & govt. agencies permission / grants, if any oS/kkfud vkSj ljdkjh ,tsafl;k and other assistance vuqefr@vuqnku];fn dksbZ gS] vkSj vU; lgk;rk
1. 8 Funding Agency & Donors their details existing as well as vuqnku ,tsalh vkSj nkrkvksa prospective
mudk orZeku vkSj lEHkkfor fooj.k
1.9 Other partners and NGOs their details nwljs Hkkxhnkj rFkk xSjljdkjh laLFkk,sa mudh tkudjh
RSB-Training-Session on Documents & Documentation
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2 Human Resourcesekuo L=ksr
2.1 HR Structure Organization Chart ekuo lalk/ku lajpuk laxBu lajpuk lwfp
2.2 Personal Details Personal Details of key persons O;fDrxr fooj.k egRoiw.kZ O;fDr;ksa dh O;fDrxr tkudkjh
2.3 Training & Competency Detail of training Ikzf’k{k.k ,oa ;ksX;rk c<kuk Ikzf’k{k.k dh tkudkjh
2.4 Roles & Responsibilities Job Description Hkwfedk;sa ,oa ftEesnkfj;kWa dk;Z
fooj.k
RSB-Training-Session on Documents & Documentation
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3. Financialsवि�त्ती�य
3.1Financial Policy Documented Policy foRrh; uhfr nLrkost uhfr
3.2 Budget for Current Year & Documented Budget
Next 3 Years nLrkost ctVpkyw o”kZ rFkk vxys rhu o”kksZ dk ctV
3.3 Donor Database List of Major Donors nkrk lwph
(existing) ekStwnk izeq[k
nkrkvksa dh lwph
3.4 Past Financial History 3 Years Audited Balance Sheet fiNyk foRrh; bfrgkl rhu lky dk vadsf{kr fLFkfr
foRrh; fLFkfr fooj.k
RSB-Training-Session on Documents & Documentation
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3.5 Property records Title deeds, tex paid receipts, laifRr dk dkxtkr sanctioned plans, completion
certificate EC, Legal opinion, etc. iw.kZrk
izek.ki= nLrkost] dj ikofr[ eatwj uD’kk] EC, dkuwuh jk; vkfn
3.6 Details of Investments Certificates, confirmation letter, TDS fuos’k dk fooj.k certificate tek lwpuk] iq”Vhdj.k i=] fVfM,l izek.k i=
3.7 Inventory Inventory of assets, RC Book, Permits,
Insurance, laifRr lwfp etc. laifRRk lwfp] vkj lh cqd] vkKk i=]
chek vkfn
RSB-Training-Session on Documents & Documentation
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4. Statutory RequirementsoS/kkfud vko’;drkvksa
4.1 Compliances with various Filing of returns, payments of, Agencies Taxes etc..
fofHkUu ,tsafl;ksa ds lkFk vuqikyu fjVuZ nkf[ky djuk] dj Hkqxrku] vkfn
4.2 Income Tax 80G, FCRA etc. IT assessment
Compliances & Exemption 80G, vk;dj fu/kkZj.k] ,Qlhvkj, vkfn
vk;dj vuqikyu vkSj NwV
RSB-Training-Session on Documents & Documentation
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5. Documentations & Reports izys[ku vkSj o`Rr5.1 Project Reports Detailed
project report izdYi o`Rr izdYi dh foLr`r
tkudkjh
5.2 Proposal As per format given
izLrko by the funding agency lgk;rk iznku djus okyh ,tsalh ds
fn, x, izk:Ik ds vuqlkj gh izLrko j[kuk
6.1 Publications Copies of All publications of the organization izdk’ku laLFkk dh lkjh izdkf’kr iqLrdssa
7.1 Statistic Area map, census, Sewa Bastic, Projects vkadMs identified {ks= dk uD’kk]tux.kuk]lsok cfLr;ka] lwfpr izdYi
8.1 Programme Reports News items, paper cuttings, CDs, dk;Zdze dk o`Rr photographs.
Lkekpkj fo”k;] o`Rri= dh dfVax] lh Mh] Nk;k fp= vkfn