Library

NBOA Library

Compliance
| Key Risk Management
| Risk Management

Insurance Checklist for Schools

Nov 3, 2015, 5:16 PM

A list of coverage that all independent school should have and ones that they should consider, put together for us by our friends at Bolton and Company. This sample is provided by a business

Attachment(s):

Insurance-Checklist-for-Schools-Nov-2015

Facilities
| RFP

Architectural Services RFP

Oct 5, 2015, 6:27 PM

A sample of a request for proposal for architectural services for the planning and design of renovations for existing bulidings..

Attachment(s):

Architect-Sample-RFP

Membership

How to Upload Your Profile Picture to NBOA Connect

Jun 10, 2015, 1:46 PM

Video tutorial & pdf instructions of how to upload your profile picture to NBOA Connect

Attachment(s):

How-To-Upload-Profile-Pic-PDF

Risk Management
| Safety and Security

Enterprise Risk & Control Self-Assessment Tool

Jun 1, 2015, 5:09 PM

A risk and control self-assessment tool for the different areas of the school.  This sample is provided by a member school to assist member schools looking for guidance.  NBOA has not conducted an

Attachment(s):

Enterprise wide risk management tool - Updated January 2023

Employee Benefits
| Professional Development
| Tax

Employer-Provided Educational Assistance

May 7, 2015, 5:27 PM

This sample is provided by a business affiliate to assist member schools looking for guidance in creating their own documents.

403b
| Employee Benefits
| Key Compensation
| RFP

Sample RFPs for 403(b) Plan Advisors

May 4, 2015, 3:46 PM

Samples of RFPs for investment advisory services for a 403(b) plan.These samples are provided by members and business affiliates to assist member schools looking for guidance in creating their own

Attachment(s):

Accounting
| Audit
| Compliance
| Reports

Change is on the Way: Are You Ready for the New Reporting - Cash Flow

May 1, 2015, 10:02 PM

A companion piece to the Annual Meeting 2015 presentation Change is on the Way: Are You Ready for the New Reporting

Attachment(s):

Change-is-on-the-Way-Cash-Flow

Accounting
| Audit
| Compliance
| Reports

Change is on the Way: Are You Ready for the New Reporting - Illustrations

May 1, 2015, 9:58 PM

Additional documentation to go with the Annual Meeting 2015 Change is On the Way presentation

Attachment(s):

Change -is-on-the-Way-Illustrations

Compliance
| Employee Benefits
| Employment

Ten Things Every Employer Should Know about ACA Reporting

May 1, 2015, 2:26 PM

A list of the top 10 things an employer needs to know about the Affordable Care Act Reporting rules effective January 1, 2015.  This handout was provided with this webinar by ACA expert Jennifer S.

Attachment(s):