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NBOA Library

  • 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
  • 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
  • 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
  • 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.
  • Admission
  •   |   Financial Aid
  •   |   Key Enrollment
  •   |   Policy

Sample Financial Aid Policy 2

Apr 29, 2015, 8:00 PM
A sample financial aid policy updated and approved by the school's Board of Trustees in January 2015  ​
Attachment(s):
  • Food Service
  •   |   Key Auxiliary
  •   |   RFP

Catered Lunch Request for Proposal

Apr 17, 2015, 3:52 PM
An RFP for meals with limited kitchen/food preparation facilities ​​ ​
  • Accounting
  •   |   Audit
  •   |   Procedures

Sample Depreciation Schedule

Apr 15, 2015, 3:32 PM
An example of a spreadsheet used to account for fixed assets and calculate depreciation on an annual basis.
  • Accounting
  •   |   Compliance
  •   |   Forms
  •   |   Tax

Form 8300 and Reporting Cash Payments of Over $10,000

Apr 6, 2015, 6:13 PM
Information on how to handle and report cash payments on the Form 8300#Audit
  • Accounting
  •   |   Boards and Trustees
  •   |   Employee Benefits

What Do Boards Need to Know About Presidential Housing and the IRS Form 990

Apr 6, 2015, 6:03 PM
How housing benefits are factored into the reporting on the Form 990.This sample is provided by a business affiliate to assist member schools looking for guidance.  NBOA has not conducted an
  • Boards and Trustees
  •   |   Compliance
  •   |   Key Governance
  •   |   Legal

Show Me What I'm Looking For - Trustees Guide to the 990

Apr 6, 2015, 5:54 PM
Provides information on how best to review a Form 990  ​

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