ISANNE March 29, 2012 Manchester, NH

1. ISANNE March 29, 2012 Manchester, NH #facilitiestour

2. Advancing Business Excellence in Independent Schools About us Member Services Research: Financial Position Survey, Business Office Survey, Compensation Benchmarks and Staff Study, and Commonfund Benchmarks Study of Independent School Endowments Publications- See below Free access to on-line library. Why re-create it when you can get examples and then customize your own On-line Forums: Business Officers, IT Staff, Facilities and Human Resources Member Discounts Webinar Series: Free to members • 905 schools • Serving business officers, IT, facilities and human resources • 4 staff and ED in Washington, DC, other 5 staff located coast to coast • www.nboa.net • Contact: Genevieve Madigan Director, Research and Online Resources Drexel Hill, PA 19026 Genevieve.madigan@nboa.net 202-407-7144

3. What’s New-B-O-A? • Research Focus: Comparative data to support business officers, direct reports, Heads of School • NBOA Business Office Survey – Released in late Fall • NBOA Financial Position Survey – Being Released TODAY! Also includes Summary Report • NBOA Business Office Compensation Benchmark Study – Released at Symposium and available to all shortly • NBOA/Commonfund Benchmark Study of Educational Endowments – Released in February. • Program Partnerships: To expand the breadth of content delivered and expand audience: • NBOA/NAIS Town Hall 2 & Webinar – Environmental Sustainability • NBOA/NACUBO Tax Forum for Independent Schools and Small Colleges • NBOA/TABS Financial Sustainability Program • Regional and State Association “Facilities Road Show” with SchoolDude and Building Solution • Offer Discount Purchasing Program to States and Regions without a program: • PurchasingPoint – FedEx, STAPLES, Xerox, Sherwin-Williams and more… • DiamondMind, ISM Trust LTD Insurance Program, TULIP, Venable • TIAA CREF Direct Offer Program • Enhance Offerings for staff in HR, Information Technology and Facilities: • Human Resources online forum, SOS HR Specialist Webinar Series • Technology Issue of Net Assets, Strategic Leadership Forum, IT online forum • Facilities Issue of Net Assets, Facilities Road Show, Facilities online forum • And last, but not least Practical Guidance for Independent School Operations- hitting member’s desks this week. Available to ALL, members and nonmembers alike by May 1, 2012 Independent School Facilities Tour 2011

4. “Good facilities are essential to good learning.” -Earnest Boyer Franc Francis Parker School, San Diego, CA Independent School Facilities Tour 2011

5. Facilities Toolkit Online “resource centers” containing useful links and download files on a specific issue • Learn • Articles: Facilities Planning, Operations, Beginner’s Guide • Presentations: Facilities Overview, Energy, Greening • Plan • Audit RFP Framework, Checklist, Example • Capital Projects Budget • Five Year Facilities Plan • Evaluate • Sample Audit • Resources • APPA, National Clearing House for Educational Facilities, American School and University Magazine • Share • NBOA Facilities Forum Independent School Facilities Tour 2011

6. Learn: Welcome to the Jungle E-Chapter • This chapter contains • a wealth of information regarding the planning process for a new educational facility. A few highlights: • Do you have a planning budget? • Who should be involved in the planning? • Do you know who you are and where you are going? • Do you have a mission statement of the proposed facility? • Etc.

7. Avg. Useful Life of Building Components Independent School Facilities Tour 2011

8. Facilities Toolkit Online “resource centers” containing useful links and download files on a specific issue • Learn • Articles: Facilities Planning, Operations, Beginner’s Guide • Presentations: Facilities Overview, Energy, Greening • Plan • Audit RFP Framework, Checklist, Example • Capital Projects Budget • Five Year Facilities Plan • Evaluate • Sample Audit • Resources • APPA, National Clearing House for Educational Facilities, American School and University Magazine • Share • NBOA Facilities Forum Independent School Facilities Tour 2011

9. Independent School Facilities Tour 2011

10. Sample RFP Independent School Facilities Tour 2011

11. Sample RFP cont. Independent School Facilities Tour 2011

12. Document Checklist for a Facilities Audit Independent School Facilities Tour 2011

13. Plan: Capital Projects Budget Plan Example

14. Facilities Toolkit Online “resource centers” containing useful links and download files on a specific issue • Learn • Articles: Facilities Planning, Operations, Beginner’s Guide • Presentations: Facilities Overview, Energy, Greening • Plan • Audit RFP Framework, Checklist, Example • Capital Projects Budget • Five Year Facilities Plan • Evaluate • Sample Audit • Resources • APPA, National Clearing House for Educational Facilities, American School and University Magazine • Share • NBOA Facilities Forum Independent School Facilities Tour 2011

15. Evaluate: 90-Page Facility Audit Sample

16. Facilities Toolkit Online “resource centers” containing useful links and download files on a specific issue • Learn • Articles: Facilities Planning, Operations, Beginner’s Guide • Presentations: Facilities Overview, Energy, Greening • Plan • Audit RFP Framework, Checklist, Example • Capital Projects Budget • Five Year Facilities Plan • Evaluate • Sample Audit • Resources • APPA, National Clearing House for Educational Facilities, American School and University Magazine • Share • NBOA Facilities Forum Independent School Facilities Tour 2011

17. Independent School Facilities Tour 2011

18. Resources: EPA Asbestos Guidelines

19. Facilities Toolkit Online “resource centers” containing useful links and download files on a specific issue • Learn • Articles: Facilities Planning, Operations, Beginner’s Guide • Presentations: Facilities Overview, Energy, Greening • Plan • Audit RFP Framework, Checklist, Example • Capital Projects Budget • Five Year Facilities Plan • Evaluate • Sample Audit • Resources • APPA, National Clearing House for Educational Facilities, American School and University Magazine • Share • NBOA Facilities Forum Independent School Facilities Tour 2011

20. Share: Facilities Forum

21. Other NBOA Resources • Other Toolkits: Cross over areas are Human Resource, Technology and Risk Management • Environmental Sustainability Focus piece in the Business Officer Survey: Available to members and nonmembers • Facility Section in Business Operations Compensation Study: Available to members and nonmembers Independent School Facilities Tour 2011

22. Environmental Sustainability Activitiesfrom 2011 NBOA Business Office Survey Independent School Facilities Tour 2011

23. Business Operations Compensation Study: Facilities Area Independent School Facilities Tour 2011

24. Day Schools, Grades 6-12New England Independent School Facilities Tour 2011

25. Contact Information Genevieve Madigan Director, Research and Online Resources National Business Officers Association Ph: 202-407-7144 Email: genevieve.madigan@nboa.net Twitter: @NBOAnet or #facilitiestour LinkedIn: National Business Officers Association Facebook: National Business Officers Association Independent School Facilities Tour 2011