DELEGATION AND APPROVAL LIMITS POLICY
Phil & Jennie Gaglardi Academy
Overview:
- No staff member may exercise authority that does not derive ultimately from the School Board.
- Individual staff members may not delegate 100% of their authority to another staff member except when approving cover for absences.
- Approval limits specify the value up to which a staff member may authorize transactions falling within the scope of their delegated authority and job description.
- Authorities and approval limits are delegated to an individual staff member, not a post-holder, and must be reviewed when there is a change of staff member.
- When setting limits, the School Board should be satisfied that the limits reflect the staff members operational needs, their experience and training.
Responsibilities of Delegation:
- Staff members will be held both responsible and accountable for the delegated authorities.
- Under no circumstances should a staff member split-up limits into smaller amounts or enter into contractual agreements below minimums in order for transactions to fall within approval limits.
- It is the responsibility of the individual staff member to formally transfer, in writing, their authority and approval limits prior to a planned absence.
Authorities that cannot be delegated:
- Individuals cannot be delegated the authority to approve contracts or payroll-payments to themselves.
- Approving the set-up of new bank accounts or new credit cards.
- Approving long-term leases.
- Approving the Purchase of personal assets from the individual.
Specific Approval Limits:
The table below sets out the authorized approval limits of each staff member listed and the financial limits.
