Comprehensive Performance Assessment
We have developed a specific service offering to support Authorities preparing for the resources assessment element of CPA. Our approach is simple - our team of professionals will offer a comprehensive independent review of the treasury management activities and documentation of the Authority, before reporting on areas where efficiencies can be gained.
Our tried and tested methodology takes account of recognised best practice and adheres to the content of the CIPFA Code of Practice for Treasury Management in Local Authorities 1996 and 2001.
Typically the scope of such a report will comprise a high level review of:
- Treasury Management Practices, Policy and Strategy Statement
- Annual Treasury Report
- Credit Policy and Lending List
- Capital Programme
- Fund Manager Report
- Cash Flow Statement
- Leasing Review