Board of Finance Policies

1 – General Policies/Procedures

• BOF 1.01 –   Board of Finance Budget Guidelines (PDF)
• BOE 1.02 -  Policy Regarding Submission of Agenda Items (PDF)
• BOF 1.03 – Fund Balance Policy (PDF)
• BOF 1.04 – Investment Policy (PDF)
• BOF 1.05 – Post-Issuance Compliance Procedures for Bonds, Notes and Other Debt Obligations (PDF)

2 – Policies on Expenditures

• BOF 2.01 – Policy Regarding Expenditure of Funds for Services or Items Not Disclosed in Annual Budgets (PDF)

3 – Capital Project Policies

• BOF 3.01 – Capital Project Review (PDF)
• BOF 3.02 – Requesting New Capital Project Approval Outside the Budget Cycle (PDF)

4 – Board of Education Policies

• BOF 4.01 – Board of Education Non-Lapsing Account (PDF)

As the Board of Finance progresses adopting policies, the policies will be made available on the Town’s website.

Any questions regarding policies may be directed to the Finance Director at 860-444-5842 or kallen@waterfordct.org.