Tools & Templates
Policies and procedures ensure everyone is on the same page on how things get done at a First Nation. They provide confidence to citizens that everyone is treated fairly and equally, and may protect a First Nation against possible legal action and loss of money and property.
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Human Resources
Sample Policy
Human Resources Sample Policy
template
Organizational Chart
Sample Simplified Organizational Chart
template
Misconduct and Compliance
Acknowledgement and Agreement Regarding the Reporting of Breaches and Financial Irregularities
guide
Change Management Presentation
guide
Human Resources Presentation
guide
Performance Evaluation and Planning Template
template
Progressive Discipline Guide
guide
Local Revenues
Local Revenue Financial Reporting Standards
template
Illustrative Local Revenue Financial Statements
template
Illustrative Local Revenue Financial Statements – Excel Tables
template
Illustrative Local Revenue Financial Statements – Note Disclosures. No Tables
template
Illustrative Local Revenue Segment Note Disclosure
template
Illustrative Local Revenue Segment Note Disclosure – Excel Tables
template
Local Revenue Financial Reporting Standards – Explanatory Notes
template
Information financière relative aux recettes locales – États financiers – Exemple
template
Finance
Capital Assets
Sample Presentation and Disclosure Requirements
guide
Managing Capital Assets Presentation
guide
Tangible Capital Asset (TCA) Register Template
template
Procurement
Sample Purchasing Approval Limits
template
Contractor/Supplier Evaluation Template
template
Sample Local Content
template
Procurement Templates
template
Expenditures Overview
guide
Procurement for First Nation Governments
template
Spending
Reimbursable Expenses Claim Template
template
Account and Cash Management
Financial Institution Account Reconciliation Template
template
Capital Asset Reserve Fund Policy
guide
Reserve Account Guide
guide
Investment Guide for First Nation Governments
guide
System Improvement
Internal Assessment Template
template
Financial and Operational Reporting
Audited Financial Statements: The Story They Tell
guide
Annual Report Illustrative Guidelines
guide
Annual Report Template
template
Annual Report Illustrative Examples for First Nations
template
Monthly and Quarterly Reporting Templates
template
Budgets
Planning and Budgeting Presentation
guide
Planning and Budgeting Schedule Template
template
Department Annual Work Plan Template
template
Annual Budget Template
template
Sample Consolidated Annual Budget
template
Sample Policy
Finance Sample Policy and Procedures
template
Integrated Planning
Integrated Planning Overview Presentation
guide
All About Finance
guide
Strategic Planning
Sample Strategic Plan
guide
Strategic Planning Presentation and Strategy Map Template
template
Risk Management
Risk Management Presentation
guide
Risk Register and Management Plan Template
template
Emergency Planning Guide
guide
Multi-year Financial Planning
Multi-Year Financial Planning Presentation
guide
Sample Multi-Year Financial Plan
template
Governance
Reporting of Remuneration and Expenses
Sample Special Purpose Report
template
Sample Disclosure Statement
template
Sample Policy
Governance Sample Policies and Procedures
template
Delegation of Responsibilities
Authorization and Delegation Table Template
template
Chief Administrative Officer FAL Calendar
template
Council FAL Calendar
template
Director of Finance FAL Calendar
template
The FAL and First Nation Businesses Overview
template
Governing for Success
guide
Policy Development Presentation
guide
Temporary Delegation of Duty Template
template
Code of Conduct
Code of Conduct Declaration Template
template
Conflict of Interest Disclosure Form Template
template
Managing Conflicts of Interest Presentation
guide
Finance and Audit Committee
Finance and Audit Committee Handout
guide
Finance and Audit Committee Presentation
guide
Finance and Audit Committee FAL Calendar
template
Sample Job Posting
template
Finance and Audit Committee Terms of Reference Template
template
Sample FAC Member Financial Competency Guidelines
guide
Finance and Audit Committee Eligibility Declaration Template
template
Information Management
Sample Policy
Information Management Sample Policy
template
Record and Information Management
Information Management Presentation
guide
Sample Document Retention Periods
template