Charter School Facilities Financing Application

Charter School Facilities Financing Application

Part I - Financing Team Information
Charter School
Name of School*
Name of Contact*

First NameLast Name
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email*
example@example.com
Charter School Legal Counsel
Name of Firm*
Name of Attorney*

First NameLast Name
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email*
example@example.com
Charter School Municipal Advisor (if any)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Bond Counsel
Name of Firm*
Name of Attorney*

First NameLast Name
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email*
example@example.com
Bond Underwriter/Placement Agent
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Bond Underwriter/Placement Agent’s Legal Counsel
Name of Firm
Name of Attorney

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Credit Enhancement Provider (if any)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Trustee (Trust office must be located within the State of Utah)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Title Company
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Appraiser
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Contractor (if any)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Architect (if any)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Engineer (if any)
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com
Other Participants (if any)(if any)
Participant's Function in Issuance of Bonds
Name of Firm
Name of Contact

First NameLast Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
Cell Phone Number
Please enter a valid phone number.
Email
example@example.com

Part II - Bond Issue Information
Upload Part II of the Application*

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Part III - Charter School Information
Upload Part III of the Application*

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Part IV - Charter School Facilities Information
Upload Exhibit A (Description of Charter School Facilities - See Part IV)*

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Upload Exhibit B (Evidence of Charter School Facilities Control - See Part IV)*

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Part V - Basic Charter School Documents to be provided at Application Submission
Upload Exhibit C (Basic Charter School Documents - See Part V):*

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Part VI – Items Required to Complete Financing
Upload Exhibit D (Available Items listed on Schedule 1)
Board Member Professional Qualifications*

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Key Personnel Responsibilities and Professional Qualifications*

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Aid Payments

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School Operations

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Performance Indicators

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Service Area and Competing Schools

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Enrollment Data

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Waiting List Statistics

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Student-Faculty Ratios

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Litigation/Audits

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Audited Financial Statements

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Preliminary Financial Forecast*

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Preliminary Debt Service Schedule*

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Permits

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Budget

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Part VII – Requirements and Expectations
I acknowledge I have read Schedule 2 of the application and agree to the terms therein*

Yes

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