School District No. 36 (Surrey) - Policy Manual

Policy Manual - Section 4000

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Finance

This section includes policy statements concerning the financial aspects of the school district. It should provide the guidelines for an effective and efficient stewardship of public funds by the school board and its administration. Policies pertaining to the budget, budget development, purchasing and accounting procedures will be found in this section.

	Policy 4104	District Generated Revenue
	Regulation 4104.1	Trust Accounts: Applications, Contracts & Budgets
	Policy 4105	Investment of Funds
	Policy 4150	Internal Audit
	Regulation 4150.1	Internal Audit
	Policy 4202	Authority for Expenditures
	Regulation 4202.1	Authority for Expenditures - Operating Non-Payroll Accounts
	Regulation 4202.2	Authority for Expenditures-Trust Accounts
	Regulation 4202.3	Limitations on Authority for Expenditures
	Regulation 4202.4	Internal Service Charges
	Policy 4203	Operating Budget
	Regulation 4203.2	Budget Planning, Approval, Control and Reporting for Staff (Position Control)
	Policy 4410	Travel Expense Reimbursement
	Regulation 4410.1	Insurance Aspects of Employee Travel
		Appendix: Business Use Vehicle Insurance Reimbursement Form and Insurance Agent's Declaration Appendix: Vehicle Vandalism Claim Form
	Policy 4420	Imprest Funds
	Regulation 4420.1	Petty Cash Funds
	Policy 4430	Charitable Donations
	Regulation 4430.1	Charitable Donations
	Policy 4600	Purchasing Goods & Services
	Regulation 4600.1	Methods to Obtain Goods & Services
	Regulation 4600.2	Vendor Commodity List
	Regulation 4600.3	Product Standards
	Regulation 4600.4	Obtaining Vendor Pricing
	Regulation 4600.5	Competitive Bidding Process
		Appendix: User Evaluation Matrix
	Regulation 4600.6	Selection of Vendor Bids & Proposals
	Policy 4660	Bank Procurement Cards
	Regulation 4660.1	Bank Procurement Cards
		Appendix: Employee Card Account Request Appendix: Employee Acknowledgement of Responsibilities
	Policy 4900	Management of Site Based Funds
	Regulation 4900.1	Banking and Financial Operating Standards for Sites
	Regulation 4900.2	District Revenues Collected at Sites: Goods & Services Tax Considerations (appendix attached)
	Regulation 4900.3	Site Local Funds: Goods & Services Tax Considerations
	Regulation 4900.4	Classification of Funds Collected at Sites
		Appendix: Remittance Form
	Regulation 4900.5	Annual Statement of Site Revenue and Expenditures
	Policy 4910	School/Student Fundraising
	Regulation 4910.1	School/Student Fundraising - Goods & Services Tax Considerations

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Last Updated: June 2, 2008

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