Description

Included in the download are the following documents:

Consultation:

  • About Section 1.F: Standards Overview and Implementation Guide:  A practical look at the Financial Planning and Management standards. Includes a conceptual overview of the standards to assist with implementation, a comprehensive discussion of four critical factors in meeting the standards, the identification of four specific areas you can expect to be reviewed, and multiple questions you should be prepared to answer during a survey.

 

Budget Process:

  • Annual Budget Policy and Procedures: Basic Process
  • Annual Budget Policy and Procedures: Intermediate Process
  • Annual Budget Policy and Procedures: Comprehensive Process

 

Required Audit or Review:

  • Annual Independent CPA Audit Policy and Procedures
  • Annual Independent CPA Review Policy and Procedures (1)
  • Annual Independent CPA Review Policy and Procedures (2)

 

Policies/Internal Control:

  • Cash Control and Fraud Policy and Procedures (1)
  • Cash Control and Fraud Policy and Procedures (2)
  • Working Capital and Contingency Funds Policy and Procedures
  • Investment of Funds Policy and Procedures
  • Inventory of Capital Equipment Policy and Procedures (Detailed)
  • Inventory of Capital Equipment Policy and Procedures (Basic)
  • Equipment Purchase, Transfer, and Disposal Form
  • Capital Equipment/Asset Inventory Form

 

Funds of the Person Served:

  • Management of the Funds of the Person Served Policy and Procedures

Download: 17 documents/37 total pages