The following are free downloads for your reference. Click on the highlighted link to download.

Pool Base Example Spreadsheet - Contains a detailed excel spreadsheet covering Pool Base

Excerpts from the Policy Manual Template - The following pages show excerpts from the Policy Manual Template. Presented are a brief listing of the some 300 major and sub categories of selected policies throughout 60 pages of information to provide an idea of what is inside. The format and structure of your manual is just as important as the content. It should be simple to follow, follow a logical format, easy to read (is there enough white space, and are the words/font large enough), and have a good overall look and feel. We feel our manual template is setup to meet these criteria as well as provide strong basic content by the inclusion of: A detailed Introduction page; An appealing cover design if you so chose to use; A detailed Purpose and Scope; A Table of Contents; And a detailed Management Overview. It is simple to follow. Since it is in the WORD format, so making changes should be relatively simple for someone who works with WORD. So if you prefer a PDF or other format please let us know.

Basic Cash Flow Template- SBA Format - Contains a basic Cash Flow Template in the SBA format. This is a free document that you can fill out to determine your cash flow needs on a short-term basis. The form can be expanded to cover more months as required.

Handling Fees - Contains a spreadsheet with basic information to customize for your situation

Wrap Rates - Contains an article addressing this issue