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J A N U A RY 1 5 , 2 0 1 9 A O A A N N U A L C O N F E R E N C E
Long Term Financial Planning+ Clear Concept+ Collaboration= - - PowerPoint PPT Presentation
Long Term Financial Planning+ Clear Concept+ Collaboration= - - PowerPoint PPT Presentation
Long Term Financial Planning+ Clear Concept+ Collaboration= Successful Referendum J A N U A RY 1 5 , 2 0 1 9 A O A A N N U A L C O N F E R E N C E 01 INTRODUCTIONS INTRODUCTIONS DEBRA HAMMOND JOE ILLUMINATE CHRISTINA BROWN CARLOS
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INTRODUCTIONS
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CARLOS CAREAGA FINANCE DIRECTOR ASSOCIATED STUDENTS CHRISTINA BROWN
- EXEC. DIRECTOR
ASSOCIATED STUDENTS JOE ILLUMINATE
- ASSOC. DIRECTOR,
ACCOUNTING & FINANCE USU DEBRA HAMMOND
- EXEC. DIRECTOR
USU ANDREW PEREZ SENIOR ASSOCIATE MATT BOHANNON VICE PRESIDENT MODERATOR
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STEPS FOR SUCCESS
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OVERVIEW
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SUCCESSFUL REFERENDUM TIMELINE
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Finding the Right Firm Engagement of Architects Baseline Model Establish Vision / Project Statement Construction and Operating Expenses Pamphlet / Voter's Guide Needs Assessment & Due Diligence Fee Sensitivity Analysis CSU Executive Order Student Focus Groups Target DSCR Required Announcements Student Engagement Interest Rates & Inflation Factors Referendum Timing Campus Engagement Engagement of Chancellor's Office Social Media Student-Led Campaign Process Referendum Marketing Execution Feasibility study CFAC Engagement
Months Prior to Referendum Vote
Financial Modeling CFAC Approval Marketing Plan
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Feasibility Study
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Firm Engagement
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Engagement of Architects
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Student Focus Groups & Campus-Wide Survey
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Gauge Comprehensive Demand for Expanded / Renovated Spaces
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Develop Potential Project Concepts
KEY CONSIDERATIONS
Finding the Right Firm Needs Assessment & Due Diligence Establishing a Vision or Project Statement
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Financial Modeling
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Determine Construction Costs & Necessary Adjustments in Op Ex
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Identify Target Debt Service Coverage Ratio (DSCR)
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Projections of Interest Rates & Inflation Factors
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Test Students’ Fee Sensitivity
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Engage Chancellor’s Office
KEY CONSIDERATIONS
Baseline Financial Model Fee Sensitivity Analysis Project Feasibility
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CFAC Engagement
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Pamphlet Development / Voter’s Guide
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CFAC Updates of Feasibility Study & Overall Process
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Review of CSU Executive Order
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Campus Announcements
KEY CONSIDERATIONS
CFAC Engagement CSU Executive Order Required Announcements
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CFAC Approval & Marketing Plan
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Identify Target Referendum Date
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Provide Final CFAC Update for Approval
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Establish Campaign & Marketing Goals
KEY CONSIDERATIONS
Student Engagement Referendum Timing
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Marketing Campaign Execution
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Establish Preferred Outreach Efforts
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Finalize Campaign Timeline
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Create Team of Student Ambassadors
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Assign Campaign Tasks
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Execute Campaign Campus Engagement Social Media Student-Led Campaign Process
KEY CONSIDERATIONS
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SUMMARY
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SUCCESSFUL REFERENDUM TIMELINE
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Finding the Right Firm Engagement of Architects Baseline Model Establish Vision / Project Statement Construction and Operating Expenses Pamphlet / Voter's Guide Needs Assessment & Due Diligence Fee Sensitivity Analysis CSU Executive Order Student Focus Groups Target DSCR Required Announcements Student Engagement Interest Rates & Inflation Factors Referendum Timing Campus Engagement Engagement of Chancellor's Office Social Media Student-Led Campaign Process Referendum Marketing Execution Feasibility study CFAC Engagement
Months Prior to Referendum Vote
Financial Modeling CFAC Approval Marketing Plan
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