NBOA Library

  • Cash Management
  •   |   Policy

Cash Handling Policy

Dec 23, 2013, 5:00 AM
The policy regarding the spending of the school's cash by employees
Attachment(s):
  • Endowment
  •   |   Policy

Endowment Spending Policy Compilation

Dec 23, 2013, 5:00 AM
Shows several examples of endowment spending policy guidelines.
Attachment(s):
  • Facilities
  •   |   Planning
  •   |   RFP

Campus Master Plan RFP Sample 1

Dec 23, 2013, 5:00 AM
A sample of a RFP for a Campus Master Plan
Attachment(s):
  • Investments
  •   |   RFP

Investment Manager RFP

Dec 23, 2013, 5:00 AM
The attached is a sample two-page RFP for an investment manager.This sample is provided by a member school to assist other schools looking for guidance in creating their own documents.  NBOA has not
Attachment(s):
  • Accounting
  •   |   Cash Management
  •   |   Endowment
  •   |   Investments

Investment Cash Flow Spreadsheet

Dec 23, 2013, 5:00 AM
Sample spreadsheet for use in tracking operating and endowment cash flow.#Reports
Attachment(s):
  • Cash Management
  •   |   Contract
  •   |   Policy

Credit Card Cardholder Agreement Sample 1

Dec 23, 2013, 5:00 AM
Outlines the employees responsibility regarding use, credit limit, supporting documentation requirements, etc.
  • Contract
  •   |   Facility Rental

Facility Rental Contract Sample 2

Dec 23, 2013, 5:00 AM
A sample facility rental contract that outlines the school's policy on facility rental. The policy includes the areas that are available, as well as the price for each area. It also outlines their
  • Governance
  •   |   Leadership

Financial Sustainability: A Luxury Brand Perspective- Part Two

Dec 23, 2013, 5:00 AM
The second piece of a two-part presentation which examines the importance of the emotional connections made with students, parents, alumni, faculty, and staff and identify how aligning the school's
  • Investments
  •   |   RFP

Investment Manager RFP (Letter Form)

Dec 23, 2013, 5:00 AM
A three-page sample RFP.
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Policy
  •   |   Salary

Compensation Philosophy Development Guidelines

Dec 23, 2013, 5:00 AM
A set of guidelines to be used to develop a compensation philosophy.
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