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  • Accounting
  •   |   Compliance
  •   |   Gift
  •   |   Investments

Mission Matters

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

Moving from the old Form 990 to the new Form 990

Dec 23, 2013, 5:00 AM
A detailed overview of the changes to Form 990. #Compliance
  • 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.
  • 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.  ​
  • Employee Benefits

Employee Financial Wellness

Dec 23, 2013, 5:00 AM
This article discusses the financial struggles that employees are facing. Not only does this cause the individual harm, but it can also affect their productivity. This article offers solutions on how
Attachment(s):
  • 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.
  • 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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The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.

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