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HomeMy WebLinkAbout20020222.tiff RESOLUTION RE: APPROVE REVISION TO OPERATIONS MANUAL, SECTION 8.000, BUSINESS OFFICE POLICIES AND PROCEDURES WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Department of Social Services has presented revisions to the Operations Manual, Section 8.000, Business Office Policies and Procedures, to the Board of County Commissioners of Weld County, for consideration and approval, and WHEREAS, after review, the Board deems it advisable to approve said revisions, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, ex-officio Board of Social Services, that the revisions to the Operations Manual, Section 8.000, Business Office Policies and Procedures for the Department of Social Services be, and hereby is, approved. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 28th day of January, A.D., 2002. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLORADO ATTEST: Midas% GI Vaad, air( Weld County Clerk to the Board CK David E. L g, Pro-Tem !/ tea` the Board 021 olaa M. J. eile rev v 1861 _ . SI A' " :� ARM• EXCUSED Nam H. Jerke ney Robert D. Ma den Date of signature: g/04---- 2002-0222 cr. - SS0029 itir.s. DEPARTMENT OF SOCIAL SERVICES PO BOX A GREELEY,CO 80632 IDWEBSITE:www.co.weld.co.us Administration and Public Assistance(970)352-1551 Ing C Child Support(970)352-6933 COLORADO MEMORANDUM TO: Glenn Vaad, Chair Date: January 24, 2002 Board of County Commissioners FR: Judy A. Griego, Director, Social Services . 1.O4. Ct Li-Vitt, RE: Revision to Section 8.000, Business OfficePolicies and Procedures, Weld County Department of Social Services Operations Manual Enclosed for Board approval is a revision to Section 8.000, Business Office Policies and Procedures, Weld County Department of Social Services Operations Manual. The primary purpose of the revision is to strengthen internal controls for the Independent Living Program. The major revision will be to Section 8.007 and 8.007.1, which also outlines procedures for the Independent Living Program. If you have any questions, please telephone me at extension 6510. 2002-0222 Business Office Policies and Procedures 8.007 Emergency Expenditure Funds - Petty Cash and Change Fund These funds are designed to enable the Business Office and the Department to make immediate remittance of Department liabilities in situations which require such. The Business Office is able to process requests for payment, received by 2:00 p.m. on any work day, and receive an authorized warrant for remittance by 4:00 p.m. the following day. Therefore, it is assumed that situations where these funds are necessary will be minimal. The funds are public money entrusted to the care of the Department. Therefore, they are not be used in any way by employees for personal use. Petty Cash carries $300. The Change Fund carries a balance of $50. Any funds not spent in the day they were issued needs to be returned to the Business Office by 5:00 p.m. that day. A. The funds are to be used for official business only. No personal checks for employees may be cashed. All expenditures must be substantiated with documents of the expenditure and its business purpose, i.e., receipts, proper authorizations, etc. If the requestor does not provide this documentation, he or she may be held personally liable for replenishing the account. B. One Business Office employee is responsible to monitor the use of each fund on a daily basis, and will make reports to the Business Office Manager as required. To facilitate this monitoring, a Petty Cash Fund Expenditure form must be completed for all disbursements from the Petty Cash fund, a copy of which is to be kept with the fund until the expenditure has been replenished to the fund. C. The custodian of the fund is to request replenishment of the Petty Cash fund on a regular basis to ensure that it is maintained at a level at which the Department's emergency needs are met. D. Any individual who is issued funds from Petty Cash is solely responsible for those funds. The individual who was issued the funds will reimburse any funds that are not accounted for or lost. Any funds that are stolen must be accompanied by a police report or the funds will be considered lost or unaccounted for and will need to be reimbursed. A memo must also accompany all funds that are lost, stolen, or unaccounted for from the individual explaining the situation. The memo must be signed by the individual's supervisor and then forwarded to the Director of Social Services. A d m/man ua l/8.000.as Business Office Policies and Procedures 8.007.1 Emereencv Expenditure Funds - Imprest Fund Effective February 1, 2002, the Imprest Fund is to carry of balance of$2,000. This level is anticipated to meet the needs of the Department in remitting same- day payment for emergency situations necessitating such. Similar restrictions on the proper use of the Petty Cash Fund are to be enforced for the Imprest Fund. In addition, the Imprest fund may be used to advance funds to a client or service provider after a legally enforceable promise to repay the advance has been obtained from the recipient. Again, this should only occur in a minimal number of situations where all other available means of remittance have been determined to be unfeasible. The fund will also be used for Independent Living purchases under$100. Any check(s)that have not been issued directly to the provider must be returned to the Business Office by 5:00 p.m. that day. A. All checks drafted on the Imprest Fund must bear the signatures of two authorized signors. B. The Custodian of the fund is to request replenishment of the Imprest fund on a regular basis to ensure that it does not drop to a level at which the Department will be unable to meet the needs of valid emergency situations. All deposits to the fund must be in the form of warrants drawn on the Department's fund with the County Treasurer. C. To replenish the fund from Independent Living purchases, there must be receipts with all replenishments. Any funds not accounted for will be considered lost or stolen and the same process applies as in 8.007 (D). D. The Custodian of the fund is responsible to reconcile the account to the Bank Statement on a monthly basis. Adm/manual/8.000.ajc Hello