Appendices

Appendix A: Policy Creation Worksheet

Developing Policy Framework

Getting Started: Answer the following questions. These questions create the framework for ensuring that the policy development process is a tool to achieve community objectives and strategies.

1. Write down the policy challenge – remembering to be clear, simple and outcome focused. What issue or objective needs to be addressed?
2. Why is this issue important to the community?
3. How can this issue best be addressed?
4. Who needs to be engaged to create the most effective and sustainable policy?
5. When should this policy be developed and implemented?

Download Appendix A (Microsoft Word)

Appendix B: Policy Template

The following sections are commonly found in policy:

1. Policy: A clear statement that indicates the rule affecting the specific area
2. Purpose: The reason or rationale underlying the policy
3. Scope: The areas, functions, individuals or departments affected by the policy
4. Definitions: Any specialized terms that are not otherwise defined
5. Responsibilities: Describes who, using generic titles or positions, is responsible for implementing or maintaining the policy
6. References (optional): List of applicable documents, policies, laws and regulations
7. Attachments (optional): Forms, reports, or records that are generated from the policy

Activity

Review each section of the policy template and write down under the headings what information is needed to complete each section.

1. Policy: A clear statement that indicates the protocol or rule affecting the specific area
2. Purpose: The reason or rationale underlying the policy and protocol
3. Scope: The areas, functions, individuals, or departments affected by the policy
4. Definitions: Any specialized terms that are not otherwise defined
5. Responsibilities: Describes who, using generic titles or positions, is responsible for implementing or maintaining the policy
6. References (optional): List of applicable documents, policies, laws and regulations
7. Attachments (optional): Forms, reports, or records that are generated from the policy

Download Appendix B (Microsoft Word)

Appendix C: Additional Resources

• First Nations Financial Management Board template policies: Governance, Finance, Human Resources, Information Management
• First Nations in BC Knowledge Network Resource Library
• Upper Nicola Band
• First Nations Tax Commission, Upper Nicola Band Property Taxation Law 2016
• Government of Canada, Indigenous Services Canada, 10-Year Grant
• Government of Canada, Indigenous and Northern Affairs Canada, First Nations Fiscal Management
• Government of Canada Justice Laws Website, First Nations Financial Management Act
• Merriam-Webster.com Dictionary, Merriam-Webster