NBOA Library

  • 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):
  • Facilities
  •   |   Planning
  •   |   RFP

Campus Master Plan RFP Sample 2

Dec 23, 2013, 5:00 AM
An example of a RFP for a Campus Master Plan.
Attachment(s):
  • Accounting
  •   |   Compliance
  •   |   Gift
  •   |   Investments

Mission Matters

Dec 23, 2013, 5:00 AM
This article provides information about UPMIFA and FAS 117.1.
  • Accounting
  •   |   Audit
  •   |   Facilities
  •   |   Forms
  •   |   Tax

Functional Expense Allocation Sample 1

Dec 23, 2013, 5:00 AM
This workbook provides a framework to allocate expenses within your school using the square footage attributed to various areas.
  • Cash Management
  •   |   Employment
  •   |   Forms

Credit Card Issuance Form and Policy

Dec 23, 2013, 5:00 AM
A form submitted to employees who are issued a school credit card. It includes the procedures and responsibilites that come with having the card like a credit card submission report
Attachment(s):
  • Audit
  •   |   Facilities

Facilities Audit - Document Checklist

Dec 23, 2013, 5:00 AM
A detailed list of documents that you can expect to provide as part of a Facility Audit.
  • Investments
  •   |   RFP

Investment Manager RFP (Small Endowment)

Dec 23, 2013, 5:00 AM
A two-page sample RFP for small endowments.
Attachment(s):
  • Budget
  •   |   Cash Management

Multiyear Cash Flow Projections

Dec 23, 2013, 5:00 AM
This worksheet allows you to project your cash flows over a several year period.This is especially useful if you have debt covenants that require a certain amount of cash on hand at a specific time.
  • Key Strategic Finance
  •   |   Policy
  •   |   PPRRSM

PPRRSM Guidelines Sample 1

Dec 23, 2013, 5:00 AM
Includes a definition of PPRRSM, industry standard for PPRSM reserve levels, and spending policy.  ​
  • Compliance
  •   |   Policy
  •   |   Risk Management

Red Flag Rules Board Resolution

Dec 23, 2013, 5:00 AM
Board Resolution addressing Red Flag Rules (provided by Karen Illig from the Center for Early Education).

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Complimentary Resource for NBOA Members: Job Description Resource Center

Access expert guidance and samples to help your school develop clear, comprehensive, and effective job descriptions for every role.

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