Financial Delegation and Authorisation Policy
$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).
A financial delegation and authorisation policy that sets who can commit, approve and spend your organisation's funds. It applies to staff, managers, directors and contractors involved in purchasing or expenditure.
What is inside:
- Policy statement: every transaction needs an authorised delegate, and no one approves their own expenditure
- Delegation levels for the Director, Operations Manager, Team Leader and support workers
- Authorisation matrix by amount, from up to $200 through to over $10,000, with the documentation required at each level
- Prohibited transactions, including self-authorisation and splitting purchases to avoid thresholds
- Controls for participant funds: transaction records, receipts, end of shift reconciliation and no commingling
- Reporting, annual review of delegation limits and the records that evidence the policy
- Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
- Editable DOCX with a placeholder legend, so you enter your details once
- Instant download
These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.
Buying more than one template? This one is also in
On its own this template is $24.99. Each pack below includes it, plus the rest of the set.
Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.
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Add only what you deliver. Every pack drops into the same document system, so you can extend your library as your scope grows.
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