CIPFA has updated this guidance because it recognises the potential difficulties that smaller organisations continue to have in implementing the Code of Practice for Treasury Management in the Public Services in full.
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Many smaller organisations (and by that we mean small districts, some higher and further education establishments, registered providers and registered social landlords) have limited treasury management activities and/or resources. This guidance indicates how such organisations can apply the Code’s recommendations in key areas without compromising the underlying principles. But no organisation, whatever its size, should compromise the overriding need for effective risk management.
CIPFA’s Code of Practice acknowledged the difficulty that smaller organisations continue to face in applying the Code in full. CIPFA’s Treasury and Capital Management Panel has therefore updated this guidance which is based on research into the experiences of a broad range of organisations which have applied, or have considered applying, the Code to their particular circumstances, and the issues they faced.
The research was based on a questionnaire and follow up case studies. This guidance summarises the research, and sets out CIPFA's suggestions about how the Code’s recommendations may be interpreted and applied to smaller organisations.
Smaller organisations should find that the case study descriptions are a valuable tool for deciding how to apply the Code to their own situation.
Importantly, following the guide’s recommendations will enable organisations to demonstrate to their regulators and inspectors that they are managing this important activity in a thoughtful and professional manner.
This guidance is available in hard copy and online.
The digital, online version is available as both searchable HTML and a bookmarked downloadable PDF of the publication that can be shared throughout your organisation. Customers will need to register and login to CIPFA’s website to access the publication.
Details of licensing arrangements for other categories of purchaser, which includes those organisations operating shared service arrangements, are available from CIPFA’s Publications Department firstname.lastname@example.org.
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Guidance for Smaller Public Service Organisations on the Application of the CIPFA Code of Practice for Treasury Management in the Public Services (2014 Edition)
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