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Nebraska NAHRO

NE NAHRO POLICIES

BUDGETING AND FINANCIAL PROCESSING POLICY

Approved by the Executive Board - September 19, 2000

The following policy is established to guide the Executive Board in the process of developing an annual budget (September through August) and in fiscal responsibility.

BUDGETING:

  1. Each year the officers, the Standing Committee Chairs and the State Services Officer will present a draft budget at the February Executive Board meeting for review and discussion. These budgets will cover anticipated expenses under each office of the organization or standing committee for the next fiscal year.
  2. The board will offer suggested revisions and then approve the individual budgets presented.
  3. The Treasurer will prepare a compiled budget document in the format attached with this policy. The compiled budget will be presented at the June Executive Board meeting for approval.
  4. The board-approved budget will be included in the Annual Meeting membership packets, and published in the next regular issue of the Nebraska Newsletter



 

DISBURSEMENTS:

  1. All bills and requests for payments (excluding pre-established State Service Officer and payroll taxes) in excess of $250.00 are to be sent to the President for approval before being processed for payment. Each bill or request for payment is stamped with a payable stamp. The President will return the approved bills to the treasurer for issuing payment.
  2. The Executive Board of the NE NAHRO approves all service contracts prior to processing payments. Payments requested on proposed contracts will be placed on hold until next regularly scheduled board meeting when approval can be made.
  3. The President signs all service contracts, excluding conference and Professional Training contacts, on behalf of the board and maintains a copy in the President's official records to be passed on to the next president.
  4. Requests for payment on non-budgeted and non-routine expenses over $100.00 require board approval before being processed for payment.

FINANCIAL REPORTING:

  1. Income and expenses will be recorded on a ledger according to each budget category.
  2. The Treasurer will provide a financial report to the Executive Board at its regularly scheduled meetings. The report will show the category description, the approved budget amount, and the actual YTD income and expenditure amounts.
  3. All Standing Committees will provide the Executive Board a detailed financial report on all income generating activities sponsored by NE NAHRO.
  4. The Treasurer will provide membership an annual report in the same format as described in #2. This report will be included in the Annual Meeting membership packets.

POLICY ON SALES OF NE NAHRO PRODUCTS

Approved by the Executive Board - September 19, 2000

The following policy is established to guide the Executive Board and the State Service Officer in the sale of proprietary products and services mainly available to NE NAHRO members.

  1. Mailing Labels: NE NAHRO agencies and all other members that request NE NAHRO mailing labels will pay a $20.00 fee. Any non-members requesting NE NAHRO mailing labels will pay a fee of $50.00. Mailing labels are provided to funding entities such as the Department of Economic Development, Department of HUD, USDA-RD at no cost.

     
  2. NE NAHRO Directory: All agency members receive one free copy at the time membership is paid, and every two years when the directory is updated. Members and non-members can receive additional copies for a $10.00 fee plus mailing costs.

     
  3. Resource Library Products:
    • Video Tapes are rented out for $10.00
    • Audio Tapes are rented our for $5.00


     
  4. Executive Director Guidebooks: Members and non-members can purchase an Executive Director Guidebook for a $25.00 fee plus mailing costs.

     
  5. Lapel Pins: All lapel pins are sold at a $3.00 fee.

     
  6. Government ID Cards: NE NAHRO provides picture ID cards for employees of PHAs. The cost is $15.00 per card.

     
  7. NE NAHRO may from time to time offer other products for sale. The State Service Officer can be contacted to inquire about currently available products.

REGISTRATION & REFUND POLICY
SUBSTITUTIONS, REFUNDS & CANCELLATIONS

Approved by Executive Board June 15, 2001

The following policy will be followed for all Nebraska NAHRO sponsored Training and Conference Registrations. Payment is required upon registration. Registration fee does not include hotel, accommodations or travel costs. Any meals included in the registration fee shall be so stated on the Registration Forms. Checks should be made payable to NE NAHRO and mailed to the State Service Officer.

  1. FULL REFUND: NE NAHRO reserves the right to cancel, reschedu1e or change the location of any Training, Workshop or Conference at any time. If cancellation occurs, NE NAHRO will credit the full amount toward another NE NAHRO sponsored Training, Workshop or Conference held within a one year period following the cancellation or provide the registrant a full refund at his/her option.

    Cancellation and Request for Refund by registrant must be in writing and postmarked or faxed fifteen ( 15) days prior to scheduled training or conference and sent to the State Service Officer. An Agency may substitute another employee at any time rather than cancel the registration and pay a cancellation fee.

     
  2. 2. PARTIAL REFUND: Cancellation or Request for Refund by registrant NOT postmarked (or faxed with time/date) fifteen (15) days prior to training or conference but received the State Service Officer prior to the training or conference start date will receive a full refund less a cancellation fee of:
    • $50.00 for registrations of $100.00 or more
      OR
       
    • 20% of the total paid registration cost for the training/conference fee for registrations of less than $100.00.


     
  3. NO REFUND: If the registrant does not attend the training, after having registered, NO Refund : will be given once the training or conference has started, with the following exceptions:
    • death of participant or immediate family member
      OR
       
    • medical emergency of the participant or immediate family member.


    In such cases a request for refund must be submitted in writing from the participant's organization and must be received by the State Service Officer within fifteen (15) days of the conclusion of the training.

    Registrants who do not cancel in writing and who do not attend are still responsible for the entire registration fee. Paid registrants are entitled to training materials (if applicable) but NO refund.

     
  4. REFUND POLICY: All Nebraska NAHRO training and/or conference registrations forms must state the Refund Policy using applicable dates and amounts.

TRAINING REGISTRATION FEE FORMULA:

The formula below is used for all Nebraska NAHRO Sponsored Training.

  1. Nebraska NAHRO offers a Member and Non-Member Registration Fee schedule.
  2. Fee formula for Training Costs (Cost includes Training Fees, Materials, Meals, etc.) is determined as follows:
    • Members: Actual costs plus $50.00.
    • Non-Members: Total Member Training Costs PLUS an additional 50%.

      (Example: Member Costs for Training equals $200.00 PLUS 50% for a total of $300.00)

TRAINING MATERIALS: If there are training materials after a Training or Conference has been held, requests may be submitted to the State Service Officer for purchase of those materials by NE NAHRO members to the State Service Officer. Cost of the training materials will be figured on a formula of:

Actual Material Costs
Plus Actual Shipping Costs
Plus $5.00 Handling Charges ($10.00 Handling Charges for Non-Members)

Any orders for remaining materials will be filled until the supply is depleted.