PRELIMINARY APPLICATION DATA REQUEST
EDUCATIONAL

Legal

1. Articles of Incorporation/Board of Directors

2. Evidence of Title to Property/Corporate Owners

3. Brief Description of the Project.
     • Amount required, purpose of financing, need for the project

4. IRS Letter of Determination (Tax Status)

5. Latest Report of Accreditation

Financial

1. Estimation of Total Project Cost (new construction, renovation, equipment and furnishings)

2. Estimate Project Timetable
     • Anticipated start and completion of construction/bond sale/other by dates

3. Audited Financial Statements for preceding 5 years

4. Student Enrollment and Faculty Staffing Data for preceding 5 years

5. Endowment and Capital Fund Raising Data for Preceding 5 years

6. Documentation of Outstanding Loans (if project includes refinancing)