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Finding the Right Match: Excelling in Facility and Finance Navigation


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2017 Florida Charter Schools Conference

- Dr. Darlene Chambers, Senior VP for Programs and Services, National Charter Schools Institute
- Robert Giordano, Senior VP of Business Development, American Charter Development and Finance
- Nathan Vallette, Associate Director of Education Investment Group, EPR Properties

Join a panel of facility and financial experts to drive your own navigation through the sometimes confusing pathway of figuring out what type of facilities financing fits you best and determining the best resources that match your financial needs. From knowing your credit worthiness to managing expectations and maintaining your financial health throughout facilities planning, acquisitions or securing financial capital support, the panelists will discuss pitfalls of a bad fit with the variety of resources available as well as giving tips for keeping one’s head above water in the sea of ongoing proof of solvency and solid operations. The session will conclude with suggestions for maintaining a good relationship with various partners throughout the journey.

Published in: Education
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Finding the Right Match: Excelling in Facility and Finance Navigation

  1. 1. Finding the Right Match: Excelling in Facility and Finance Navigation
  2. 2. Dr. Darlene Chambers Senior VP for Programs and Services Robert Giordano Senior VP of Business Development Nathan Vallette Associate Director of Education Investment Group Visit us at Booth #312
  4. 4. 4 • Facilities/Finance Landscape • Credit Worthiness – Which Bucket Fit • Pitfalls of Wrong Match • Power of Relationships • Q & A/Contact Information Discussion Topics
  5. 5. Charter School Facilities Landscape 5 • Obtaining space in a relatively short time; • Non-traditional school setting challenges; • Bare bones structures without amenities; • Lack of space for projected enrollment; and, • Dramatic rise in construction and labor costs.
  6. 6. Charter School Financial Landscape 6 • Termed charter contracts; • Perception of instability; • Need for 100% financing; • Impact of facilities costs on overall budget; • Revenue interruptions; and, • Need for parity facilities financing.
  7. 7. Which Facility Bucket Are You In? It is time to understand where you are financially and where you are going with your school facility. Let’s think about this as four separate buckets. Lease Lease to purchase Purchase via bond Purchase from traditional lender NEW SCHOOL OPTIONS EXISTING SCHOOL OPTIONS
  8. 8. 8 • Facility capacity/size and enrollment; • Financing for foundational years vs expansion; • No funds for maintenance or upkeep; and, • Becoming upside down. The Pitfall of a Wrong Match
  9. 9. 10 • Multi-Directional Compliance; • Timely Document Management; • Academic/Operational Performance; and, • Early Issue Notification. Teamwork Makes the Dream Work
  10. 10. 1
  11. 11. Dr. Darlene Chambers Robert Giordano FOR QUESTIONS, PLEASE CONTACT: Nathan Vallette