Rural Community Assistance Partnership

Practical solutions for improving rural communities
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February 2012

Sample financial-management policy: Accounting and cash-management policies

A sample document that you can use as a template for your system.

Sample financial-management policy:

Accounting and cash-management policies

The above is a Microsoft Word 97-2003 file. It is provided here in this form so that you can have the text in an editable file in order to adapt the policies to your utility.

Format: 
Template
Topic: 
Finance
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Financial manager/accountant/bookkeeper

Sample financial-management policy: Planning and budgeting policies

Sample financial-management policy:

Planning and budgeting policies

The above is a Microsoft Word 97-2003 file. It is provided here in this form so that you can have the text in an editable file in order to adapt the policies to your utility.

Format: 
Template
Topic: 
Finance
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Financial manager/accountant/bookkeeper

Sample financial-management policy: General policies

A sample document that you can use as a template for your system.

Sample financial-management policy:

General policies

The above is a Microsoft Word 97-2003 file. It is provided here in this form so that you can have the text in an editable file in order to adapt the policies to your utility.

Format: 
Template
Topic: 
Finance
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Financial manager/accountant/bookkeeper

Sample Policy Statement: Cross-Connection Control Policy

A sample document that you can use as a template for your system.

Sample Policy Statement: Cross-Connection Control Policy

Download:

Format: 
Template
Topic: 
Operations (technical)
Customer relations/service
Source: 
RCAP
Audience: 
Operator
Board/council member
Mayor/town manager/elected official (local)
Plant manager

Sample Policy Statement: Code of Ethics for the Board of Directors

A sample document that you can use as a template for your system.

Sample Policy Statement: Code of Ethics for the Board of Directors

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Format: 
Template
Topic: 
Board/council
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)

Sample Policy Statement: Customer Service Policy (version 2)

A sample document that you can use as a template for your system.

Sample Policy Statement: Customer Service Policy (version 2)

Download:

Format: 
Template
Topic: 
Customer relations/service
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Plant manager
Financial manager/accountant/bookkeeper

Sample Policy Statement: Customer Service Policy (version 1)

A sample document that you can use as a template for your system.

Sample Policy Statement: Customer Service Policy (version 1)

Download:

Format: 
Template
Topic: 
Customer relations/service
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Financial manager/accountant/bookkeeper

Sample Job Description: Bookkeeper/Operations Clerk

A sample document that you can use as a template for your system.

Sample Job Description: Bookkeeper/Operations Clerk

Download:

Format: 
Template
Topic: 
Workforce
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Financial manager/accountant/bookkeeper

Sample Job Description: Office Manager

A sample document that you can use as a template for your system.

Sample Job Description: Office Manager

Download:

Format: 
Template
Topic: 
Workforce
Source: 
RCAP
Audience: 
Board/council member
Mayor/town manager/elected official (local)
Plant manager

Sample Job Description: Maintenance Service Technician

A sample document that you can use as a template for your system.

Sample Job Description: Maintenance Service Technician

Download:

Format: 
Template
Topic: 
Workforce
Source: 
RCAP
Audience: 
Operator
Board/council member
Mayor/town manager/elected official (local)
Plant manager