Sample Policies

As an association executive, we understand you don’t have time to reinvent the wheel. That’s why we’ve compiled the collection of sample RFPs below. Use these to kick start your RFP and selection process. Of course, you’ll want to tailor them to your organization's needs, but these will get you started. Do you have a sample that your fellow ASAE members might find useful? Email it to: Please submit original items only. We cannot post materials copyrighted to others, nor do we post promotional materials.

HR Policies

Finance/Investment/Reporting Policies

  • Sarbanes-Oxley Act Compliance Policies
    Organization: Venable LLP
    Description: This document, submitted by Venable LLP, contains two policies for compliance with Sarbanes-Oxley. The policies cover document destruction and whistleblower retaliation.
    Contact: Jeffrey S. Tenenbaum Esq.,

  • Financial Policies and Procedures
    Organization: American Alliance of Orthopaedic Executives (AAOE)
    Description: Accounting and Financial Policies and Procedures manual
    Contact: Addy M. Kujawa, CAE,

  • Investment Policy
    Organization: National Athletic Trainers Association
    Description: This Investment Policy, included in the NATA policies and procedures manual submitted by the National Athletic Trainers Association, includes the primary objectives of the policy, investment account and operating account and funds in excess of operation account policies.
    Contact: Karen Peterson, SPHR,

  • Reserve Policy
    Description: This informative sample reserve policy explains the importance of financial reserves and provides guidelines for maintaining adequate association reserves.

Board Policies

Meeting Policies