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Policies and Procedures Templates

3. Financial & Contract Management

Asset Management

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Brokerage Funds Management

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Budget Development & Management

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Financial Management

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Fraud Prevention

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Managing Contracts & Funding Agreements

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Petty Cash Management

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Purchasing

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Previous policy numbering (for reference)

Previous policy templates were arranged alphabetically, with policies numbered accordingly. In response to sector feedback, the 2026 update groups policies into themes. A comparison table is provided below to assist users in navigating the new structure.

Updated policy name Previous policy number
Asset Management 2
Brokerage Fund Management 11
Budget Development & Management 12
Financial Management 36
Fraud Prevention 40
Managing Contracts & Funding Agreements 47
Petty Cash Management 59
Purchasing 64
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