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The Answer Key: How To Plan, Develop, and Finance Your Charter School Facility

If your charter school is faced with the complex task of conceptualizing and implementing a facilities development project, this book will answer critical questions and guide you through the process.

The Answer Key includes helpful, easy-to-use worksheets in the Appendices, expert advice on critical issues you’ll face, organization tips and other useful information vital for your project.

Thanks to generous support from the Annie E. Casey and Bill & Melinda Gates Foundations who provided funding for this project.

 Download The Answer Key 

The resource guide includes:

THE CHARTER SCHOOL FACILITY DEVELOPMENT PROCESS: AN OVERVIEW

CONCEPT PHASE

Business Plan
Executive Summary
School
Governance, Management and Operations
Market Analysis
Facilities Plan
Financial Plan
Feasibility Study
Needs Assessment
Preliminary Capital Budget

PREDEVELOPMENT PHASE

Assembling the Development Team
Charter School Representatives
Architect
Project Manager
General Contractor
Attorney
Consultants
Paying Your Development Team
Contracting with Your Development Team
Site Selection
Criteria
Consider Variety of Options
Own vs. Lease
Renovation vs. Construction

FACILITY DESIGN AND PRE-CONSTRUCTION

Facility Design
Seven Principles of Universal Design
Pre-Construction Activities
Site Acquisition and Control
Obtaining Project Financing
Obtaining Third Party Approvals

FINANCING THE PROJECT

Lender Risk
Loan Types
Types of Lending Institutions
The Loan Process
Grant Funds and Fundraising
Launching a Capital Campaign

CONSTRUCTION

Project Delivery Options
Traditional
Design-Build
Construction Management
Managing the Construction Project
Selecting a General Contractor
Negotiating vs. Bidding
Maintaining the Project Budget
Payment Process During the Construction
Project Close-Out and Final Occupancy

PLANNING AND SCHEDULING / APPENDICES (worksheets)

A. Operating Budget Template
B. Balance Sheet Template
C. Cash Flow Pro Forma
D. Needs Assessment Worksheet
E. Capital Budget Template
F. Financing Worksheet
G. Charter School Loan Application
H. Contractor’s Schedule of Values

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