Capital & Facility Acquisition Plan | Page 8

NSSRA Fund Balance Allocation: $194,000 NSSRA will reserve $194,000 from its fund balance into a capital account specifically for the purchase of the new facility. Outside Funding: $770,000 NSSRA’s goal is to have $770,000 of the new facility costs supported from outside sources including NSSRA Foundation, grants and donations from supporters and users of NSSRA. A capital campaign will be conducted for approximately two years from the point at which a new facility is secured until shortly after NSSRA has moved into the new facility. Eric Anderson of BMO Capital Markets provided the bond issue table on page 9 which demonstrates specifically how the $770,000 could be worked into the payment of the new facility over the next 25 years. He suggests in 2018 when the bonds are issued that support collected from outside sources ($500,000 estimated) is used toward the purchase of the new facility. At year eight of the bond issuance the call provision is utilized at which time support collected after the bond issue ($270,000 estimated) go toward bond payoff. Sale of Current Building: $500,000 The current NSSRA building will be sold after acquisition of a new facility. An appraisal report on NSSRA’s building in Northbrook was conducted by Lorenz and Associates that estimated the value of the building at $680,000. Staff is conservatively estimating that $500,000 from the sale of the building will go toward the new facility. Eric Anderson of BMO Capital Markets recommends that $500,000 be applied toward the purchase of the new facility at year eight of the bond issuance at which time the call provision is utilized in the amount of $500,000 going toward bond payoff. Total Estimated Funding for New Facility With interest, the total estimated funding for the new facility is $4,681,531. Partner Agency Contribution NSSRA Fund Balance Allocation Outside Funding Sale of Current Building $3,217,531 $ 194,000 $ 770,000 $ 500,000 $4,681,531 New Facility Funding Sources FY 2014 - FY 2038 Year Partner Contribution NSSRA Fund Balance Allocation Outside Funding FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 26 FY 27 FY 28 FY 29 FY 30 FY 31 FY 32 FY 33 FY 34 FY 35 FY 36 FY 37 FY 38 Total Funding $ 123,200 $ 123,200 $ 123,200 $ 123,200 $ 123,200 $ 182,073 $ 185,882 $ 184,482 $ 182,782 $ 185,722 $ 183,296 $ 185,566 $ 182,420 $ 154,023 $ 155,536 $ 156,730 $ 157,541 $ 153,029 $ 158,180 $ 152,602 $ 41,672 $ - $ - $ - $ - $ 3,217,531 $ - $ - $ - $ - $ 194,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 194,000 $ - $ - $ - $ - $ 500,000 $ - $ - $ - $ - $ - $ - $ - $ 270,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 770,000 Proceeds from Sale of Total Funding Building Per Year $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 500,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 500,000 $ 123,200 $ 123,200 $ 123,200 $ 123,200 $ 817,200 $ 182,073 $ 185,882 $ 184,482 $ 182,782 $ 185,722 $ 183,296 $ 185,566 $ 952,420 $ 154,023 $ 155,536 $ 156,730 $ 157,541 $ 153,029 $ 158,180 $ 152,602 $ 41,672 $ - $