We at NBOA can only imagine how difficult this time must be for our member schools and their communities. We update this resource page regularly with news items, guidance, community discussions and more to help inform independent school business operations staff. The newest items from NBOA are noted by a red date; these include articles and webinars. If you have suggestions about additional content or topics to cover, please reach out to us.
Visit NBOA's all-new COVID-19 resources page that features upcoming events, latest developments, key resources, Connect discussions, new items and more.
COVID-19 Budget Impact Survey: How Will We Pay for It? (NBOA, 4/14)Member-Developed Survey on School Operations (NBOA Connect, 3/24)COVID-19: Bracing for Impact (NBOA, 3/23)COVID-19: Independent School Closure Considerations (NBOA, 3/17)COVID-19: Independent School Business Operations Considerations (NBOA, 3/9)Questions Independent School Leaders Are Asking About COVID-19 (NBOA, 3/11)Coronavirus (COVID-19) Guidance for Schools and Resources (NAIS)COVID-19 Resources (TABS)Coronavirus (COVID-19) Resources (ISM)COVID-19 Related Legislation (FFCRA, CARES) For government resources, see box below.
Receiving Federal Financial Assistance
At this time, independent schools that accept loans related to COVID-19 legislation will be considered recipients of federal financial assistance. For information on what it means to be a recipient of federal financial assistance, see Part II of this NAIS Member Advisory, That’s a Lot of Money! Should I Take it, or Leave it? A Guide for Independent Schools Considering Federal Financial Assistance (requires NAIS member login). Based on our current knowledge of the SBA PPP program, focus your attention on the sections regarding the Age Discrimination Act, Title VI, Title IX, and Section 504. NAIS and NBOA are advocating for changes to the law. NBOA members can learn more about these efforts via NBOA Connect.
A COVID-19 Q&A for Independent Schools (Venable, 3/27)H.R. 6201: What Employers Need to Know (Armanino LLP, 3/23)Paid Sick Leave: What Independent Schools Need to Know (Venable LLP, 3/20)Details and Resources for Employers on the Sick Leave Act/FFCRA (CheckWriters)Loan Toolkit: Payroll Protection, Economic Injury Disaster Loan (blumshapiro)CARES Act: How to Apply for Nonprofit Relief Funds (Independent Sector, 3/30)Small Business Interruption Loans 7(a) Checklist (Armanino 3/29)Understanding CARES Act Provisions for Retirement Accounts (PlanPILOT, 3/29)Other Legal and Human ResourcesSuccessfully Managing Remote Employees (NBOA, 4/1)Remote Hiring Considerations during COVID-19 Closures (NBOA, 3/20)Legal Aspects of Independent School Closures (Venable LLP, 3/16)Boundary Awareness When Teaching Remotely (McLane Middleton 3/18)Vendor Contracts: Force Majeure Provisions (Liebert, Cassidy Whitmore, 3/17)Coronavirus: Considerations for Independent Schools (Venable LLP, 3/10)Interrupting Workplace Racial Bias During COVID-19 (Bhasain Consulting) Coronavirus COVID-19 Resources (CUPA-HR)
AccountingGuidance for Recording Refunds and Best Practices for Documenting Contributions (blumshapiro)
Tuition and AdvancementCOVID-19 Resources (FACTS)COVID-19 Resources for Schools (EMA)Coronavirus Communication Strategies for Schools (Finalsite)Technology and Facilities Zoom Best Practices for Securing Your Virtual Classroom (Zoom)Warning and Safety Tips for Teleconferencing and Online Classrooms (FBI)Remote Education by Video Conference: Ensuring Privacy and Security (McLane Middleton) Coronavirus Resources for Technology Leaders (ATLIS)Guidelines for Working from Home Securely (Ankura/NBOA Library entry)Crisis Planning Checklist for Private Education Facilities (Armanino)Coronavirus: Prevention and Control for the Cleaning Industry (ISSA)COVID-19 – Resources and Guidelines for Facilities (APPA)Sample PoliciesModel Infectious Disease Preparation Checklist (Association of China and Mongolia International Schools)Business Continuity Management for Infectious Disease Threat (Aon)Business Planning Checklist: Infectious Disease Threat (Aon)
NBOA members can see how other schools are responding, ask questions and share perspectives on NBOA Connect. Members must be signed in to view the COVID-19 related Connect threads collected in the widget on the upper right side of this page.
Academic Continuity During COVID-19 Closures: A Case Study (NBOA)Collection of COVID-19 Resources for Schools (Jen Cort Consulting)COVID -19 School Continuity Resources (OneSchoolhouse) Remote Learning Tips for COVID-19 Closures (Global Online Academy)Creating an Online Classroom (Stanford Online High School)Teach from Home Tools (Google) Remote Learning Tools (Microsoft)Resources for Online Learning and Advancement (Blackbaud)
COVID-19: Your Questions Answered, Part II (NBOA, Venable LLP 4/9)On managing your school's response, legislation impacting independent schools, and how to move forward.
Boundaries in a Remote Learning Environment (NBOA, 4/1)On-demand webinar for NBOA members, on behavioral risks in remote instruction, featuring David Wolowitz of McLane Middleton, a head of school and business officer.COVID-19: Your Questions Answered (NBOA, Venable LLP, 3/27)On short- and long-term implications, peer responses, new legislation and more, featuring NBOA staff and legal counsel.Handling Enrollment Contracts During the COVID-19 Pandemic (EMA, NBOA, 3/23)On tuition and fee implications, enrollment contracts, handbooks and delivering on value proposition, featuring NBOA staff and legal counsel.Investments Perspectives in the Midst of Volatility (DiMeo Schneider, 3/19)COVID-19: Preparing Employers for the New Coronavirus (Lockton, 3/6)Independent School Coronavirus Response (NBOA, EMA, NAIS, SAIS, TABS, 2/6)On medical preparations, legal and liability issues, communications, pastoral care and discrimination concerns. Net Assets summarized key points here.
COVID-19 What We're Hearing (EMA, NBOA, 3/13)On business operations considerations, legal topics, frequently asked questions, online learning, featuring NBOA staff members.
Social Distancing Tips (NPR)
CDC's Guidance for Schools and Travel AdvisoriesWorld Health Organization Resource PageU.S. State Department Travel AdvisoriesOn Coronavirus-Related Paid Sick LeaveDOL Collected Guidance on the FFCRA/Paid Sick LeaveDOL FAQs, Poster and Poster FAQsDOL Employer Paid Leave RequirementsDOL Employee Paid Leave RightsIRS Guidance on Using Tax Credits for Paid Sick LeaveIRS FAQs on HSA and IRA Contributions with Extended Tax DeadlineEEOC Bulletin on the ADA and the Rehabilitation ActDOE Fact Sheet: COVID-19 Risk in Schools & Protecting Student Civil RightsDOE Title IV Compliance Guide related to COVID-19
NB: Data in the trackers will lag up to 24 hours because the CDC reports data once a day. COVID-19 Surveillance Dashboard (University of Virginia)Coronavirus COVID-19 Global Cases (Johns Hopkins)
Main Street Lenders Guide, Board Relations, Furloughs (4/13)Form 990-T Extension (4/10)Nonprofits Battle for Loans, FASB Delays Standard, Employees & Students with COVID (4/10)Financial Uncertainty, Independent Schools Excel Online, Giving Back (4/9)Cash Flow Projections, Calculating Leave, Visa Issues, Ed Tech Risks (4/8)SBA Loan Troubles, State Laws, DOL Guidance, Zoombombing Accelerates (4/7)eLearning Commons, Planning for Sick Teachers, Helping Relief Efforts (4/6)Special Education, Return Dates, Virtual Sports Rivalry (4/3)Zoom Alternatives, CARES & HSAs, International Students (4/2)Loan Guides, Financial Tips, Strategy Planning, Lease Accounting (3/31)CARES Act, Sick Leave Act Guidance, Legal Aspects, Admissions Surveys (3/30)Unemployment Blip?, Student Performance, Mental Health, Fundraising (3/27)Guidance: DOL on Leave Act and IRS on Retirement; Serving Community (3/26)IRS Sick Leave Guidance, Operations Survey, School Finances, Privacy Concerns (3/25)Economic Disruption by Industry, Admissions Impacts, Stress Management (3/23)Creative Cost-Cutting, Pass/Fail Guidance (3/20)Remote Teaching Boundaries, Longer Closures, Virtual Graduation (3/19)Sick Leave Relief Act Passed (3/19/20)Legal Aspects of Closures, Standard Test Disruption, New Partnerships (3/17)Remote Work, Food Service, Virtual Tours, New Visa Rules, Free EdTech (3/16)School Refunds, Cybersecurity, Chronically Ill Students (3/13)Travel Ban, HSA Changes, Data Security, Digital Equity (3/12)Spring Break Travel, Combating Racism, New Visa Rules, Virtual Sports (3/11)Calm in Crisis, Admissions Impacts, Event Cancellations (3/9)COVID-19 Forces Classrooms Into the Cloud (3/4)Feds Urge Schools To Prepare for COVID-19 Outbreak (2/28)Enrollment Impacts of COVID-19/Coronavirus (2/14)Coronavirus Triggers China Travel Advisory (1/29)
Risk & Compliance: Title IX and Independent Schools (May/June 2017)A Considered Response to Coronavirus (February 2020)Stormy Markets, Steady Institutional Investors (January 2019)Nowhere to Hide: Best Practices in Crisis Management (July/August 2016)Ready for Anything: Preparing for Campus Emergencies (March/April 2017)A Crisis Is Coming. Is Your Board on Board? (July/August 2018)
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