Page 1

Calderdale, Kirklees & Wakefield District Cluster Authorised Financial Limits Schedule of levels of authorisation to commit expenditure and delegated powers approved by the Cluster Board of Directors.

FINANCIAL LIMIT ÂŁ 1 Commitment of expenditure, with the exception of NHS contracts for health care - Authorised by Trust Board if greater than

500,000

- Authorised by the Chief Executive and Director of Finance acting jointly if between

250,000 and 500,000

- Authorised by a Director and either the Chief Exective or the Director of Finance

100,000 and 250,000

- Authorised by a Director, up to (the definition of directors includes Executive Directors, Cluster Directors, Accountable Officers, Chief Operating Officers and Chief Financial Officers where appropriate)

100,000

- Authorised by Budget Holders

10,000

2 Commitment of NHS contracts and expenditure - Chief Executive and/or Director of Finance (with the top 5 contracts by value must be reported to the Board)

NO LIMIT

- A Director (the definition of directors includes Executive Directors, Cluster Directors, Accountable Officers, Chief Operating Officers and Chief Financial Officers where appropriate)

1,000,000

- All other Budget Holders (Heads of Service)

3

10,000

Tenders and quotations - Competitive quotations to be obtained for contracts not exceeding

20,000

- Competitive quotations must be invited where estimated contract value is between

20,000 & 50,000

- Formal tendering procedure must be applied where estimated contract value exceeds - European Union (OJEU) limits and requirements must be followed - current limit must be confirmed

50,000 140,000 (Approx)

4 Losses and Compensations Authorisation limits - Audit Committee

No limit

The above limits include VAT The above limits only apply to expenditure within agreed budgets. Any expenditure over budget has to be agreed by the Board. The limits must be applied to the cumulative cost of a project and must take into account the potential whole lifetime cost of a contract When a contract or order is properly approved the budget manager may subsquently sign invoices for any amounts due under that contract. This will be reflected in the detailed Authorised signatory Lists These limits and further information are set out in the detailed Standing Financial Instructions

Delegated limits

1 of 2

CKWCB-11-24c Authorised Financial Limits Final 26 10 11


LIST OF DELEGATED OFFICERS AS AT 1.11.11 Post

Current Post Holder

Chief Executive Exectuive Director of Finance Executive Medical Director Executive Director of Commissioning Executive Director of Quality and Governance (Executive Nurse)

Mike Potts Jonathan Molyneux Matt Walsh Ann Ballarini Sue Cannon

Cluster Director of Performance Cluster Director for Transformation Cluster Director for HR & OD Cluster Director for Transition

Peter Flynn Sheila Dilks Sue Ellis Chris Dowse

Accountable Officer - Calderdale Accountable Officer - Kirklees Accountable Officer - Wakefield

Matt Walsh Carol McKenna Jo Webster

Chief Operating Officer - Calderdale Chief Operating Officer - Kirklees Chief Operating Officer - Wakefield

Julie Lawreniuk Carol McKenna Gill Galdins

Chief Finance Officer - Calderdale Chief Finance Officer - Kirklees Chief Finance Officer - Wakefield

Julie Lawreniuk Steve Brennan Gill Wainright

/CKWCB-11-24c_Authorised_Financial  

http://www.kirklees.nhs.uk/fileadmin/documents/meetings/01november/CKWCB-11-24c_Authorised_Financial_Limits_Final_26_10_11new.pdf

Read more
Read more
Similar to
Popular now
Just for you