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Policy CAG - District Fiscal Responsibilities

Policy CAG-Distict Fiscal Responsibilities (PDF)

Issue Date: October 20, 2021

Updated: October 23, 2024


Establishment and Maintenance of Fiscal Policies and Procedures

The District shall establish fiscal policies and procedures which shall address all applicable state and federal statutes and regulations. These may have different components, specificity, and levels of complexity for the District’s elementary and secondary schools. They may reference specific training manuals or other resources that provide detailed descriptions of business practices which are too lengthy or detailed to include in the policy. The District’s fiscal policies shall at a minimum address (1) program accounting, (2) cash handling, (3) expenditures, (4) fundraising, (5) donations and gifts, and (6) financial reporting. (These areas may be covered in one or more policies.)

Utah Admin. Rules R277-113-5(4), (5), (6), (8), (9) (August 7, 2024)

Review and Training

The District shall regularly review its fiscal policies and procedures. The District shall develop and follow a plan for annual training of District employees on policies and procedures specific to job function.

Utah Admin. Rules R277-113-5(1), (2) (August 7, 2024)

Notice and Availability of Fiscal Policies

The District’s fiscal policies and procedures shall be made available at the District office, at individual District schools, and on the District’s website.

Utah Admin. Rules R277-113-5(3) (August 7, 2024)