NBOA Library

  • Facilities
  •   |   RFP

Facilities RFP Framework

Dec 23, 2013, 5:00 AM
A generic framework on the areas that can normally be included in an RFP for a facilities audit
  • Employee Benefits
  •   |   Employment
  •   |   Key Compensation

Benefits Statement Samples

Dec 23, 2013, 5:00 AM
Examples of documents which list the benefits available to employees.
  • Budget
  •   |   Facilities

5-Year Facilities Plan (Excel format)

Dec 23, 2013, 5:00 AM
A five-year plan created in Excel and editable to suit your school's needs.
Attachment(s):
  • Debt
  •   |   Financing
  •   |   Planning

Bond Financing 101

Dec 23, 2013, 5:00 AM
Tax exempt financing #Reports
Attachment(s):
  • Accounting
  •   |   Boards and Trustees
  •   |   Reports

Cash Flow Statement and Financial Workbook

Dec 23, 2013, 5:00 AM
This Excel workbook includes a cash flow statement, unrestricted statement of operations, and balance sheet. It is an example of some of the summary financial information you may wish to prepare for
  • Financial Aid
  •   |   Research
  •   |   Tuition

2012 Business Office Survey

Dec 23, 2013, 5:00 AM
NBOA's annual survey, the most comprehensive study in the country of independent school business officers, their salaries, support, relationships, and other work-related concerns. This year's study
  • Contract
  •   |   Pandemic
  •   |   Risk Management

Contingency Clauses- Force Majeure and Enrollment

Dec 23, 2013, 5:00 AM
Description of what a Force Majeure Clause is intended to accomplish, as well as examples.  These policies are provided to assist member schools looking for guidance in creating their own policies. 
  • Endowment
  •   |   Reports

Unitization Sample Report

Dec 23, 2013, 5:00 AM
A basic report to allocate the value of various "named funds" invested jointly in one account.
Attachment(s):
  • Investments
  •   |   RFP

Investment Manager RFP (Small Endowment)

Dec 23, 2013, 5:00 AM
A two-page sample RFP for small endowments.
Attachment(s):
  • Accounting
  •   |   Compliance
  •   |   Gift
  •   |   Investments

Mission Matters

Dec 23, 2013, 5:00 AM
This article provides information about UPMIFA and FAS 117.1.