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Meeting #1 SR 02-05-2001
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Meeting #1 SR 02-05-2001
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What is a project proforma? <br /> <br />Historical trends show that government is increasingly entering into "partnerships" of various sorts with the <br />private sector. This is particularly true in cases of housing, economic development and redevelopment. With <br />this trend comes an increasing need for government to make judgements on the strength of private sector <br />promises, leases, guarantees, etc... Also, ~vhen public incentives are provided, it is important to ensure that <br />the level of assistance is sufficient, but not excessive. One way you better make such judgements is through <br />the review of the development pro forma. <br /> <br />A pro forma is a basic financial feasability model of the project. It is the developers cash flow analysis of <br />how the project will work. It should: <br /> <br />[] <br /> <br />[] <br /> <br />[] <br /> <br />[] <br /> <br />[] <br /> <br />[] <br /> <br />C3 <br /> <br />C3 <br /> <br />[] <br /> <br />[] <br /> <br />[] <br /> <br />include project cost detail <br />include total debt detail <br />include ongoing revenues sources <br />include ongoing expenditure items <br />allow for inflation analysis <br />allow for vacancy analysis <br />allow for tax analysis <br />allow for sale of project analysis <br />include profitability, risk and interest rate of return ratios <br />include the time period of public participation <br />allo~v for the testing of various financial assumptions. <br /> <br />A pro forma will give the public sector partner a better view of the project financial strength. It will also <br />show the return to the developer to ensure an appropriate level of public participation. <br /> <br />When use in conjunction with a market analysis, it can be a powerful tool in evaluating the public partner's <br />risk. <br /> <br />Ehlers & Associates - The But/For Test <br /> <br /> <br />
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