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SWCD Toolbox: Financial Management
Operation review self assessment worksheet
Financial Management covers topics such as budgeting, bookkeeping, internal controls, financial reports, bonding, year-end reporting, audits, payroll liability, credit cards, loans, and grant reporting. To evaluate Financial Management, download and complete the Self-Assessment Worksheet (111K doc).
 
Tools and examples relating to Financial Management are available below. These tools are samples of other districts' work and are not recommendations. Any tools and examples downloaded will need to be customized and edited to your district's needs.  
 
Read more about ODA's Operations Review process.


Tools and examples
Annual Meeting PowerPoint Presentation from OACD/ODA NRD (53K ppt)

District Loan Authorization Procedure from ODA NRD (62K doc)

Expense Approval Form from West Multnomah SWCD (12K xls)

Financial Management Resolution from SDAO (41.8K doc)

Financial Policies & Procedures from ODA NRD (52.8K doc)

Financial Policy of Linn SWCD (49.8K doc)

Proof of Compliance for Payroll Obligation from ODA NRD (44K doc)

Proof of Tax-Exempt Status from ODA NRD (24K doc)

Reimbursement Request Form from West Multnomah SWCD (20K xls)

RFP for Auditing Services
from SDAO (36K doc)

What to Look for When Reviewing SWCD Financial Statements from Gilliam County SWCD (20.8K doc)


Annual Reports
Hood River SWCD (2.52M pdf)

Oregon Department of Agriculture PowerPoint Presentation (46.55K ppt)

Umatilla County SWCD (147K pdf)

Umatilla County SWCD Annual Report Calendar (1.9M pdf)

Umatilla County SWCD Progress Report (141K pdf)

Yamhill SWCD
(283K pdf)

Other links
Secretary of State Audits Division