Financial Management and Administrative Control Policies

Financial Risk Management Policies

• Risk Management Matrix – The Osbourne Group
• Risk Management Plan – Timmins FHT
• FHT Guide to Risk Management – South East Toronto FHT
• Risk Assessment matrix (completed example) – CPHC-CFHT
  • Risk Assessment matrix (template) [downloadable Word document]
• A Family Health Team’s Guide to Risk Management – SETFHT
  • FHT Credentialing Policy [downloadable Word document]
  • FHT Disclosure Policy [downloadable Word document]
  • FHT Checklist for Service Agreements [downloadable Word document]
  • FHT Checklist for Legal Claims [downloadable Word document]
• Liability Asset Safety – Leamington & Area FHT [PDF]
• Limitation of Liability Policy – North York FHT [PDF]

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Financial/Administrative Control Policies

Delegation of Authority 

• Delegation of Authority Policy – The Osbourne Group [PDF]

Financial Management

• Reallocation Tracking Worksheet (BDO Canada) [Excel worksheet]
• Financial Management Policy and Procedure – New Vision FHT [PDF]
• Financial Policies – West Champlain FHT[PDF]
• Sample practice-sharing agreement for physicians working within FHTs [PDF]
  • This generic example is a starting point that could be adapted to suit local circumstances, and should receive formal legal review before finalizing.
• Basic Policy Statement – North York FHT [PDF]
• Banking & Reconciliation Policy – North York FHT [PDF]
• Administration Policies – Leamington & Area FHT [PDF]
• Financial Management Policies – Leamington & Area FHT [PDF]

 Capital Assets

• Leasehold Improvements Amortization Policy – North York FHT [PDF]
• Capital Asset Amortization Policy – North York FHT [PDF]
• Capital Asset Policy – North York FHT [PDF]

 Cheque Signing

• Cash Disbursements Policy – North York FHT [PDF]
• Signature and Authorization Policy – North York FHT [PDF]

Payroll Processing

• Payroll Processing Policy – North York FHT [PDF]

Corporate Credit Card Use

• Credit Card Policy – North York FHT [PDF]
• Schedule A – Credit Card Acknowledgement – North York FHT [PDF]

Purchasing & Procurement 

• Purchasing Policy – North York FHT [PDF]
• Petty Cash Policy – North York FHT [PDF]
• Financing Line of Credit Policy – North York FHT [PDF]
• Cash Receipts Policy – North York FHT [PDF]
• RFP Pharmacist Services – North Renfrew FHT [PDF]
• RFP Strategic Planning Process – South East Toronto FHT and Family & Community Medicine UofT [PDF]
• Tendering for Goods and Services Policy – North York FHT [PDF]

Email & Internet Use

• Internet E-mail Policy – Sunset Country FHT [PDF]

Charitable Donations

• Charitable Donations Policy – North York FHT [PDF]

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• Other financial/risk-management policiesPlease share your resources to help build our library. In particular, please consider sharing policies relating to any of the following: 
  • • • Investment
      • Annual Audit
      • Budget Approvals and Reporting
      • Records Retention
      • Use of Corporate Assets
      • Emergency Preparedness Plan 
      • Staff Expense
      • Contracting for Consulting Services

   

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