Sample Documents
Note: The FGFOA Document Library contains sample RFPs, policies and procedures, and contracts. Local governments using these documents should ensure that they are amended, as appropriate, to apply to the user government’s particular circumstances. The documents contained herein are generally provided to the FGFOA by FGFOA members and associate members. The FGFOA does not endorse, approve, or certify these documents, nor does it guarantee the accuracy, legality, or completeness of the information included in such documents.
Small Government Resource On-line Manual
The purpose of the Small Government Resources Manual prepared by the Florida Government Finance Officers Association’s (FGFOA) Small Government Committee is to provide persons who administer local, state and federal funds in small governments in Florida a reference source for administering those funds. This manual is intended to be used as a guide in establishing appropriate fiscal policies and procedures and maintaining compliance with various legal requirements.
Although this manual refers to Florida Statutes in numerous instances to point out legal requirements, it is important to note that a local government may have additional legal requirements that must be followed (i.e., charters or codes). It is imperative that the local government finance professional be aware of these specific requirements.
This manual represents the contributions and cooperative efforts of the members of FGFOA’s Small Government Committee, as well as colleagues in the FGFOA organization. Readers' comments on the usefulness of this manual, as well as suggestions for future changes or additions, are welcome. Please send any comments to Jeannie Garner, FGFOA Executive Director at jgarner@flcities.com.
Section one - ACCOUNTING
Section two – ANNUAL FINANCIAL REPORTING
Section three – ANNUAL FINANCIAL AUDIT
Section four - BUDGETING
Section five- CAPITAL PLANNING
Section six - CASH MANAGEMENT AND INVESTING
Section seven - CASH RECEIPTS/ACCOUNT RECEIVABLE
Section eight - DATES TO REMEMBER
Section nine - DEBT MANAGEMENT
Section ten - FIXED ASSETS Section eleven - HUMAN RESOURCES
Section twelve - INSURANCE
Section thirteen - INTERGOVERNMENTAL RELATIONSHIPS
Section fourteen - PAYROLL
Section fifteen - PUBLIC RECORDS
Section sixteen - PURCHASING
Section seventeen - REPORTING REQUIREMENTS
Section eighteen - RETIREMENT PLANS
Section nineteen - REVENUES
Section twenty - UNCLAIMED PROPERTY
Section twenty-one - UTILITY BILLING AND COLLECTIONS
The Small Government Committee will be continually adding new sections to the manual. If you have any questions and/or suggestions, please contact the Chair of the Small Government Committee, Joe VanZile at JVanZile@clermontfl.org.
Policy & Procedures Samples
Budget Policies (Clearwater)
Capital Improvement (Orlando)
Cash and Investment (Orlando)
Cell Phone (Cocoa)
Cell Phone (Hallandale)
Cell Phone (Juno Beach)
Cell Phone (Largo)
Computer and E-mail (Avon Park)
Debt Policy (Tamarac)
Finance Policy (Naples)
Financial Integrity Financial Reporting (Orlando)
Fixed Assets (Boca)
Fixed Assets (Orange)
Fund Balance (Leesburg)
Fund Balance (Tamarac)
Grant Policy (Okaloosa County)
Investment Policy (Boca Raton)
Investment Policy (Melbourne)
Investment Policy (Miami Beach)
Investment Policy (Orlando)
Investment Policy (Tampa)
P-Card Policy (Boca Raton)
Purchasing Card (Leesburg)
Procurement Card (Orlando)
Property Control (Orlando)
Recreation Cash Handling (Naples)
Travel (Boca Raton)
Travel (Leesburg)
Travel (Melbourne)
Travel (Orlando)
Travel (Orange County)
RFP Samples
Auction RFP (Hernando)
Auction RFP (Naples)
Auctioneer (Melbourne)
Audit RFP (Bay County).pdf
Audit RFP (Charlotte County BOCC).pdf
Audit RFP (Charlotte County Constitutiona).pdf
Audit RFP (Fl Leg).pdf
Audit RFP (Naples)
Audit RFP (North Port).pdf
Audit RFP (Sebastian)
Audit RFP (OK County)
Auditing Services RFP (Collier BOCC)
Audit RFP (Melbourne)
Bank RFP (OK County)
Banking and Merchant Card RFP (Marco)
Banking RFP (Punta Gorda)
Bond Counsel RFP (Punta Gorda)
Bond Counsel (Broward County)
Computer Maintenance (Fort Lauderdale)
Cost Allocation RFP (OK County)
Debt Collection RFP (Hernando)
Financial Consulting Services RFP (Collier)
Financial-Advisor RFP (OK County)
Financial Advisor (Broward County)
Financial Advisor (Boca Raton)
Financial Advisor (Pembroke Pines)
Financial Audit Services (Boca Raton)
Grants Aid RFP (Marco)
Impact Fee RFP (Naples)
Impact Fee Studie RFP (Collier County)
Insurance (Sarasota)
Property Casualty Liability RFP (Sebastian)
Risk Management Consultant (Fort Lauderdale)
Underwriter (Broward County)
Underwriter (Pembroke Pines)
Workers Compensation RFP (Sebastian)
|