Financial Management Toolkit

In January 2016, the Department of Energy issued WAP Memorandum 015: Weatherization Financial Toolkit. This updated the previous financial and procurement toolkits issued in WPN 12-4 and WPN 10-3. Access the toolkit below:

1. Financial Management- 2CFR200: Know your regulations

a.   Sample Financial Policies and Procedures

b. Illinois Procurement Manual

c.  Financial Management Training Manuals

i.    One Day Curriculum

1.    Trainer’s Manual
2.   Participant’s Manual

ii.    Three Hour Curriculum
1.     Trainer’s Manual
2.     Participant’s Manual

c.  Financial Management PowerPoint
d. Financial Management Participant Activities

2.     Procurement 
a.  Sample Procurement Policies and Procedures

b.  Procurement Training Manuals

i.     One Day Curriculum

1.     Trainer’s Manual
2.    Participant’s Manual

ii.     Three Hour Curriculum

1.     Trainer’s Manual
2.     Participant’s Manual

c.   Procurement PowerPoint
d.   Procurement Participant Activities

3.     Agency “Self-Assessment” Tool