NBOA Library

  • 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):
  • 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. 
  • Job Description

Bookstore Manager Job Description

Dec 23, 2013, 5:00 AM
A sample job description of a Bookstore Manager.This sample is provided by a member school to assist other schools looking for guidance.  NBOA has not conducted an independent legal review of this
  • Boards and Trustees
  •   |   Policy

Conflict of Interest Policy Sample 2

Dec 23, 2013, 5:00 AM
A sample document that states that a conflict of interest must not interfere with the employee's actions
  • Gift
  •   |   Policy

Gift Acceptance Policy Sample 3

Dec 23, 2013, 5:00 AM
A sample gift acceptance policy covering a broad range of possible gift types.
  • Employee Benefits
  •   |   Employee Handbook
  •   |   Employee Leave
  •   |   Policy

Pregnancy Disability Leave Policy Sample

Dec 23, 2013, 5:00 AM
A sample policy that outlines the right for a new mother to take a leave of disability.This policy was provided by a member school to assist other schools looking for guidance in creating their own
  • Audit

Audit Committee Agenda Matrix

Dec 23, 2013, 5:00 AM
A useful matrix with a general outline of an audit committee's purpose and possible tasks.
  • Employee Benefits
  •   |   Employee Leave
  •   |   Policy

Short-Term Extended Leave Policy Sample

Dec 23, 2013, 5:00 AM
A short-term extended leave benefit policy sample developed to assist in income replacement for employees unable to work due to illness, pregnancy or injury and have met the requirements to be out of work
  • 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):
  • Policy
  •   |   Tuition

Collection Policy

Dec 23, 2013, 5:00 AM
An overview of the school's policy on tuition
Attachment(s):

FEATURED

FSI26-660x440
Benchmark Against National KPIs with the Latest Financial State of the Industry Report

A research report analyzing trends across 18 key financial and operational indicators over five years. Use this report to benchmark performance, stress-test assumptions and make informed decisions, as external forces continue to challenge long-term financial sustainability.

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