NBOA Library

  • Audit
  •   |   Compliance
  •   |   Employee Benefits
  •   |   Key Accounting
  •   |   Procedures

Business Office Calendars, Benefit Plan and Other Regulatory Compliance, and Accounting Reconciliation Schedule

Jun 15, 2017, 9:23 PM
1. General calendar of business office happenings and work, including workflow/accounting reconciliation schedule. 2. Benefit plans and other payroll/benefits regulatory compliance dates 3. Other filings and regulatory compliance dates and links
  • Endowment
  •   |   Investments
  •   |   Research

2016 Commonfund Benchmarks Study Independent Schools

Feb 26, 2017, 3:00 PM
The annual benchmark study of independent school endowments done by the Commonfund Institute
  • Crisis Management
  •   |   Planning
  •   |   Survey

Reserves, Business Continuity and Contingency Planning Survey Results

Feb 8, 2017, 6:05 PM
Results from a survey conducted by Jim Pugh on reserves, business continuity and contingency planning. Seventy-three schools participated in the survey and the report is a summary of the results
  • Food Service
  •   |   Key Auxiliary
  •   |   RFP

Food service Provider RFP

Feb 7, 2017, 9:01 PM
Food service provider request for proposal sample.  ​
Attachment(s):
  • Employee Benefits
  •   |   Research
  •   |   Salary
  •   |   Summer Camp

2016-2017 Business Office Compensation and Staffing Survey Report

Nov 22, 2016, 8:19 PM
This study provides compensation and staffing information for all areas supervised by the Business Office, including facilities, food service, IT, and human resources, as well as Summer Program
  • Accounting
  •   |   Financing
  •   |   Key Strategic Finance
  •   |   Planning
  •   |   Policy
  •   |   PPRRSM

PPRRSM Funding and Spending Policy and Procedures

Oct 28, 2016, 1:48 PM
sample provided by Shorecrest Preparatory School. ​
  • Employee Benefits
  •   |   Employee Handbook
  •   |   Policy

Cell Phone Allowance Policy

Sep 21, 2016, 4:51 PM
Sample policies regarding payments of allowances for the use of personal cell phones in conducting school business.
  • Human Resources
  •   |   Policy
  •   |   Safety and Security
  •   |   Transportation

Fleet Safety Policy Sample

Aug 22, 2016, 3:50 PM
This document contains policies to be followed by anyone operating a vehicle on school business.
  • Facilities
  •   |   Maintenance
  •   |   Salary

2015-2016 Facilities Budget and Staffing Survey Report

Aug 17, 2016, 7:36 PM
This survey is a first-of-its-kind effort to establish a national benchmark for facilities and maintenance management, including budget and staffing levels in independent schools.   
  • Accounting
  •   |   Reports

Chart of Accounts sample

Jul 6, 2016, 2:42 PM
Samples provided by Shorecrest Preparatory School. Includes: Natural account listing balance sheet Natural account listing revenues Chart of accounts structure