CONCEPT #83 OF 100 · Consulting, HR & GovCon Grants · LAYOUT: three_tier_packages
Independent Private School Enrollment Contract, Financial Aid & Tuition Schedule
Standard / Reference: NAIS Principles of Good Practice · Common Law Liquidated Tuition Obligation Doctrine · Reg Z
Why professionals use this template: 16,700/mo search demand: independent K-12 preparatory schools needing enforceable annual tuition contracts with June 1 unconditional obligation dates, Tuition Refund Plan (TRP) rules, and need-based grant offsets.
144-DPI VECTOR PREVIEW · PAGE 1 OF 1
ACROFORM READY
Included Financial Metrics & Line-Item Schedule
Target Roles: Independent K-12 Heads of School, Academy CFOs & Private Admissions Offices · Search Keywords: private school enrollment contract and tuition schedule template pdf, independent school unconditional tuition obligation, tuition refund plan trp insurance addendum, nais enrollment contract template
UPPER SCHOOL GROSS TUITION
$24,800.00 (2026–2027)
ENDOWED FINANCIAL AID GRANT
-$6,500.00 Merit/Need Credit
ENROLLMENT SEAT DEPOSIT
-$2,000.00 Paid at Signing
NET 10-MONTH ACH BALANCE
$16,300.00 ($1,630/Mo)
| CODE | DESCRIPTION & TECHNICAL SPECIFICATION | BASIS / QTY | AMOUNT / DELTA |
|---|---|---|---|
| TUT-UPP | Grade 9 Upper School Comprehensive Tuition, Lab Sciences & Dining Commons | Full Academic Yr | $24,800.00 |
| AID-END | Board of Trustees Need-Based Financial Aid & STEM Founders Scholarship | Endowed Grant | -$6,500.00 |
| DEP-SEC | Non-Refundable Matriculation Deposit (Applied Directly to Annual Tuition) | Paid 03/01/2026 | -$2,000.00 |
| INS-TRP | Mandatory Tuition Refund Insurance Plan (TRP — 2.2% of Net Tuition Obligation) | Included in ACH | $16,300.00 Net |
Related Consulting, HR & GovCon Grants Templates
- #46 — Executive Employment Offer Letter, 4-Year Equity Vesting & PIIA Summary (FLSA Exempt Executive Classification · IRC § 409A Strike Price · IRC § 83(b) 30-Day Window)
- #47 — Independent Contractor Consulting Agreement (1099 Safe Harbor) & W-9 Cert (26 U.S.C. § 3508 / IRS Common-Law 3-Prong Independence Test · 17 U.S.C. § 204 Assignment)
- #48 — Federal & Foundation Grant Budget Narrative & 2 C.F.R. § 200 Indirect Cost Schedule (OMB Uniform Guidance 2 C.F.R. Part 200 · § 200.414(f) 15.0% De Minimis MTDC Rate)
- #49 — Federal Government Contractor (GovCon) Capability Statement (UEI / CAGE / NAICS) (FAR Part 13 & Part 19 Small Business Set-Aside · SAM.gov Active Registration · SDVOSB)
- #50 — 501(c)(3) Charitable Contribution Receipt & IRC § 170(f)(8) Contemporaneous Acknowledgment (26 U.S.C. § 170(f)(8) Contemporaneous Written Acknowledgment · IRC § 6115 Quid Pro Quo Rule)
- #81 — Federal Grant Application SF-424 Project Narrative & NICRA Budget Dossier (2 C.F.R. Part 200 Subpart E (Uniform Guidance Cost Principles) · OMB SF-424A)
- #82 — Philanthropic Endowment Restricted Gift Agreement & UPMIFA Spending Covenant (Uniform Prudent Management of Institutional Funds Act (UPMIFA) · 26 U.S.C. § 170(f)(8))
- #84 — Higher Education Federal Research Subaward Agreement (FDP / FFATA) & Monitoring Plan (2 C.F.R. §§ 200.331–200.333 (Subrecipient Monitoring & Management) · FFATA Pub. L. 109-282)
- #85 — 501(c)(3) Corporate Governance Bylaws, Annual Conflict of Interest & Board Resolution (IRC § 501(c)(3) · IRS Form 990 Part VI Governance · Revised Model Nonprofit Corp. Act)