HomeMy WebLinkAbout11292010 City Council Work Session Notes - Library Museum Funding WORK SESSION NOTES ON Q v ,,;9 ) X20 I
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Present: Council Members Present:
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City Council Work Session 11/29/10
Library/Museum Project - Funding Alternatives
(1) Annual Additional Operating Costs $ 260,828
(2) Annual Additional Debt Service Costs*
(a) ($1.5M plus financing costs) Scenario: $1.932M,25 years,4.5' $ 130,000
(b) ($2.5M plus financing costs) Scenario: $2.932M,25 years,4.5' $ 197,000
(c) ($3:0M plus financing costs) Scenario: $3.432M,25 years,4.5' $ .. 231,000
(d) ($3.5M plus financing costs) , Scenario: $3.932M, 25 years,4.5' $ 264,000
(e) ($3.7M plus financing costs) cenario: $ 132M,25 years,4.5' $ 279,000
(f) ($4.1M plus financing costs) Scenario: $4.532M,25 years,4.5' $ 304,000
*Annual Additional Debt Service Costs(assumes$432,000 bond issue/reserve/capitalized interest costs are included in financing)
Seasonal
Total Property Tax Sales Tax Bed Tax Sales Tax
New Annual Current: 3.12 mills Current: 7% Current 4% April-Sept
Costs plus plus plus 7%plus
(3) Total Annual Costs
New Operating Costs plus$1.932M bond (a) $ 390,828 1.30 0.43 5.50 0.63
New Operating Costs plus$2.932M bond(b) $ 457,828 1.53 0.51 6.45 0.73
New Operating Costs plus$3.432M bond (c) $ 491,828 1.64 0.55 6.93 0.79
New Operating Costs plus$3.932M bond(d) $ 524,828 1.75 0.58 7.39 0.84
New Operating Costs plus$4.132M bond(e) $ 539,828 1.80 0.60 7.60 0.87
New Operating Costs plus$4.532M bond(f) $ 564,828 1.88 0.63 7.96 0.91
Potential Revenue Sources:
Property tax- 1 mill property tax($200/yr. $ 300,000
Sales tax- 1.0% $ 900,000
Bed tax- 1% $ 71,000
Seasonal sales tax-1%April- Sept(est) $ 624,000
Seasonal sales tax-0.5%April-Sept(est) $ 312,000
SCLM PROJECT ESTIMATE Original Revised •Proposed C E Balance
CONSTRUCTION COST ESTIMATE
MAXIMUM ALLOWABLE CONSTRUCTION COST(MACC) $ 7,200,000 $ 7,500,000 $ 7,200,000
DESIGN FEES AND CONSTRUCTION PHASE SERVICES 864,000 $ 864,000 $ 1,095,000
35%DESIGN(14%)
65%DESIGN(21%)
95%/100%DESIGN(38%)
BIDDING(2%)
CONSTRUCTION(24%)
FINAL(1%)
ADDITIONAL SERVICES $ 41,000
PROFESSIONAL SERVICES
PROJECT MANAGEMENT 288,000 $ 288,000 $ 288,000
PLAN REVIEW/PERMITS/SPECIAL INSPECTION 50,000 $ 50,000 $ 50,000
GEOTECH 40,000 $ 20,000 $ 9,000
OTHER PROJECT COSTS
SITE ACQUISITON -
SITE PREPARATION(DEMOLITION) - $ 30,000
CMGCDESIGN PHASE SERVICES 50,000 $ 50,000 $ 39,000
REIMBURSABLE EXPENSES 45,000 $ 20,000 $ 20,000 '
FURNITURE,FIXTURES,&EQUIPMENT(FF&E) 220,000 $ 200,000 $ 200,000
EXHIBITS(DESIGN AND CONSTRUCTION) 500,000 $ 250,000 $ 500,000
300 KVA TRANSFORMER - $ 40,000 ��
RELOCATION COSTS $ 20,000
SUBTOTAL 9,257,000 9,242,000 9,532,000 C
PROJECT CONTINGENCY 740,560 $ 730,000 $ 762,560
TOTAL PROJECT COST ESTIMATE: $ 9,997,560 $ 9,972,000 $ 10,294,560 0^
SCLM PROBABLE FUNDING SOURCES DATE Forecast Currently Availab Comment
BUILDING COMMITTEE In hand $200,000 $200,000
STATE GRANT In hand $4,700,000 $4,700,000
CITY BOND 9/1/2011 $2,500,000 may need to bond for more
RASMUSON GRANT 'ir\hcl12 $500,000 Commited
NEH GRANT 8/1/2012 $600,000 anticipate commitment in Dec
MURDOCK GRANT 8/1/2012 $500,000 Need to write LOI
ADDITIONAL FUND RAISING 8/1/2012 $500,000
(TOTAL PROJECT $9,500,000 $4,900,000
SCLM Cash Flow Projection
$12,000
$10,000
$8'000 - rililil
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Dec-10 $ 710 $ 4,900 $ 100 $ 10 $ 110
Jan-11 $ 820 $ 4,900 $ 100 $ 10 $ 110
Feb-11 $ 1,040 $ 4,900 $ 100 $ 100 $ 20 $ 220
Mar-11 $ 1,260 $ 4,900 $ 100 $ 100 $ 20 $ 220
Apr-11 $ 1,510 $ 4,900 $ 100 $ 130 $ 20 $ 250
May-11 $ 1,820 $ 4,900 $ 100 $ 190 $ 20 $ 310
Jun-11 $ 2,192 $ 4,900 $ 60 $ 312 $ 372
Jul-11 $ 2,702 $ 4,900 $ 40 $ 470 $ 510
Aug-11 $ 3,363 $ 4,900 $ 60 $ 601 $ 661
Sep-11 $ 4,073 $ 7,400 $2.5m Voter Approved GO Bonds or $ 40 $ 670 $ 710
Oct-11 $ 4,849 $ 7,400 Bridge Financing $ 40 $ 736 $ 776
Nov-11 $ 5,600 $ 7,400 $ 40 $ 711 $ 751
Dec-11 $ 6,337 $ 7,400 $ 40 $ 697 $ 737
Jan-12 $ 7,062 $ 9,600 $2.1m additional Bridge Financing to be repaid by: $ 40 $ 635 $ 50 $ 725
Grant Award Funds($500k Rasmuson,$600K NEH,
Feb-12 $ 7,678 $ 9,600 $500K Murdoch,and$500K Capital Campaign) $ 40 $ 526 $ 50 $ 616
Mar-12 $ 8,235 $ 9,600 $ 40 $ 467 $ 50 $ 557
Apr-12 $ 8,722 $ 9,600 $ 40 $ 397 $ 50 $ 487
May-12 $ 9,156 $ 9,600 $ 40 $ 344 $ 50 $ 434
Jun-12 $ 9,520 $ 9,600 $ 40 $ 274 $ 50 $ 364
Jul-12 $ 9,747 $ 9,600 $ 60 $ 117 $ 50 $ 227
City Bridge Funding Repaid By Grant Awards and
Aug-12 $ 9,997 $ 9,600 Capital Campaign Funds Secured $ 100 $ 100 $ 50 $ 250
Total $ 9,997 $ 1,920 $ 7,577 $ 500 $ 9,997
Note:All amounts are in thousands
Assumes no early materials or site work packages
Exhibit construction occurs in 2012
All contingency is expended
WORK SESSION AGENDA
Topic: Funding the Construction, Maintenance and
Operation of the Library/Museum Project
Monday, November 29, 2010
1 . Update from the Design Team
2. Fundraising Campaign Discussion
3. All Funding Alternatives Discussed
4. Guidance to the City Manager
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id131 MvSeJ
Capital Campaign Update
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By: Chellie Skoog
Seward('unuuuuity Librery Museum November 29, 2010
PA.Box 2023
Seward,Alaska 99664
www.Somethi ngForUs.org
„ SEWAR l' C ft MM uNITY
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Embracing our history, growing by volumes
-Library Museum Building Committee 2008
•Design Complete•Constru ion Phase •Augus 12,2012
•Capital..mpaign Launch
•SiteDemol '.n GrandO.ening
•Construction C.'tractor Selection
S Design Developme
0 State Funding Secured
•City Funding Committed
Schema'c Design
5 Design Tea Selection
•Bond
Initiative ote
�y
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o '
•Project Manager lection + '
•Community Support survey
"{ ii # 1 ,1:::711::::.'"7'':{ i.�.*Grant Applications
•Ian of Finance
•Busine s Plan
•Cost Estim.to
•Concept
•Leadership Gifts ' j
•Fea ibility Study ;
11 •Foraker Pre.•velopment Program
•Land Acquisition
".s +Alaska C.nmunityFoundation Relati ship
40 Site Selection
t, S Stee ng Committee Established 0 1
`Seward Centen ial Legacy Project Preliminary Program/Design G•ncep[ O ('�0 2 0 1 0 2011 1
Community Co sensus2004 0
2005 I 06 2007 �J
2
2002 2003 v v
k _,. � j 1 Seward,Alaska has a long history of caring for and using their
I = zcommunity library.They also have a colorful history that is
I
1 preserved at the Seward Museum.Plans are underway to combine
both of these community services to better serve the people of
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Seward.
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I _ _ The Combined Library and Museum is planned as a multi-use
-lull IH ...... >a == facility with a variety of year-round activities.The two-story
_ If u II II ■ II facility includes the Museum and meeting spaces on the first
II g u n r ■ n • floor,and Library on the second floor.Complimentary uses
< w iry► iy�_ t •s •
throughout the year will include the potential to host a variety of
community-based programs.
First Floor Museum Second Floor Library
Ve,sioo:October,1 2010
�� 4e>r S SWARD COMMUNITY Jofse.
itt
LIBRARY M U S F U M ..,, __...._.__., „....,
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.„6''ry M%I Project Schedule ii-,AS
SIZE COST SITE
16,300 SF CO-LOCATED FACILITY ESTIMATED AT $10 MILLION ADJACENT TO CURRENT LIBRARY
2009 2010 2011 i2012
I1
Site Control/Ownership 1
$1 M+ Leadership Gifts
Schematic Design
Individuals/Corporations e Complete On-going Construction
In-Kind Services I
Bridge Funding to Complete Substantial Completion
Project Manager Design 100% DesignComplete tete i melooll P
RISE Alaska 1 Opening
65%Design Development Contractor's Guaranteed August 12
t I'
j Foraker Pre-Development Maximum Price
Complete CM/GC Contractor *100th Anniversary
Selection City of Seward Incorporation of Seward
6
s $5M G.O. Bonds G.O. Bond Sale
Yes Vote'09 CityElection State Funding Grant
I *100th Anniversary
Begin Construction Alaska as a Territo
Architect City Site Demolition n'
d
ECl/Hyer *100th Anniversary o
Grant Applications
Iditarod Trail
Schematic Design
Kick Off s Capitia) Campaign Launch / i
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PROJECT INFORMATION: FATTY LiNVILLE, CITY OF SEWARD 907.224.4008 PLINVILLE@CITYOFSEWARD.NET WWW.SOMETHINGFORUS.ORG
SEWARD COMMUNITY LIBRARY MUSEUM
"Embracing our history, growing by volumes "
Seward, Alaska has a long history of caring for and using its community library. Seward's
colorful history is preserved at the Seward Museum. Plans are underway to combine these
community services in a new multi-use facility to better serve the Seward Community. The new
facility would include public space that will host a variety of community-based programs.
Project Milestones to Date Project Goals
Mr/Selected Seward Centennial A facility with access for all
Legacy Project patrons (ADA accessible facility)
2004 ✓Initial Program/Design Concept
New facility built to the highest
2005 ✓Steering Committee Formed energy efficiency standards possible
2006 /Site Selected NO A facility that contributes to
/Land Acquired Seward's local economy and quality
2007of life
/Project Accepted into the
Foraker Pre-Development Better preserve Seward's historical
Program and cultural collections
✓Feasibility Study Completed
Flexible meeting spaces for
2008 /Leadership Gifts Secured community gathering, events and
small conferences
✓Original Concept Refined
✓Project Cost Estimate Complete Increased space for more books and
historical exhibits
✓Business Plan Finalized
✓Plan of Finance Developed
Project Facts
2009 ✓Capital Campaign Plan Launched
/Grants & Foundation Submittals SIZE: 16,300 SF
/Community Support Survey COST: Estimated at $10 Million
conducted
(design, construction and
/Resolutions/Propositions 2 & 3 furnishings)
rv' ✓Funding to Advance Project LOCATION: Adjacent to the current
Through Schematic Design library
ham'✓Project Management/Design Team
Selection
✓City Election Proposition 2 & 3
✓Initiated Schematic Design
What is the Project Funding Plan?
2010 ✓Schematic Design Complete
Work in Progress up to $3M up to $1M
0 State Funding Request Sumitted Grants Capital
Campaign
Agencies &_
o Design Development Foundations
o Construction Contractor Selection up to $5M
Publicly
o Site Demolition Funded/
2011 0 Design Complete City ofSeward
o City of Seward G.O. Bond Sale `
o Construction Begins
up to $5M
X0 1' - o Grand Opening August 2012 State
Grant
���`�`°`��'4� ARD COMM U N I TYSEW �of 5��1
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LIBRARY MUSEUM t„,,,,4°
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v Design Activities
SCHEMATIC DESIGN CONSTRUCTION CONSTRUCTION
DESIGN (35%) 1. DEVELOPMENT DOCUMENTS =ADMINISTRATION r
4 Mos. (65%) (95%/100%)
)7.
Confirm space program and I 4 MOS. 4 MOS. CONSTRUCTION PHASE r
adjust as needed. i t a
{ Align budget and scope(can
N7 Locate proposed building on 1 0 we afford it?).
site;develop site master plan. "
I1 Reconfirm schematic design i I
I
✓ Develop interior space i (are we happy with it?). i 1 )
planning for library,museum, 1 i Align budget and scope(can
Establish interpretive vision and we still afford it?).
meeting rooms and support 1Monitor construction progress. -,
functions. begin interpretive design.
Reconfirm final design(is there
} Finalize and issue furniture and
✓ Develop vision for building Refine exterior design(confirm anything we want to change?).
i materials,refine window size equipment procurement
exterior.Make a modem and layout, including skylights/ Finalize colors and materials. i .- package.
building fit within the context t
of historic Seward. clerestory). ,
5 ii Finalize interpretive design. Answer questions/issue design •a
Utilize preliminary energy ; Refine floor plans(adjust as 4 clarifications.
modeling to guide decision on 1 required for better Develop construction drawings Review construction submittals.
number of location of 1 4 functionality). and specifications. 1
windows;balance with i /
Ins ect final construction for
desires for daylight and " y Preliminary Furniture Plans. Finalize furniture and built-in p ;
casework layout. quality and completeness.
views. Refine building systems. Building commissioning. 1
✓ Identify preliminary building Final Estimate.
1 ii
Explore alternative energy
systems:structural, 0 Move-in.
mechanical and electrical. options. Establish Guaranteed j
) Maximum Price with CM/GC.
Refine landscape design.
✓ Produce an updated cost 4 i
estimate. 1
I Verify cost of refined design in
Owner approval. 11 1 conjunction with CM/GC. 1
3 j
PROJECT INFORMATION: PATTY LINVILLE, CITY OF SEWARD 907.224.4008 PLINVILLE@CITYOFSEWARD.NET WWW.SOMETHINGFORUS.ORG
6 Corm
•
` rary MvSeJ
November 29,2010
Dear(Name)
You deserve a special round of applause and thanks for your on-going support of the new Seward
Community Library Museum project!
Your support shows your ability to visualize the important cornerstone this new facility will
become for our community in 2012. There is so much to be thankful for, with the holidays upon
us! We're thankful for you,your generosity and your support of this project. We ask that you
continue your support at year-end and into the future.
You already realize how our new Library Museum will enhance educational,cultural and
historical opportunities in our city.Your giving support is a gift that will never fade from the face
of Seward and will make you a key part of that satisfied day when we open the doors to our
future.
:111:11
We are looking forward to 2011 with anticipation because we know:
• Over 75%of the funding necessary to complete construction is secured,
• Poole's Construction Leaders(PCL)is the contractor,
■ Design completion will be 95 percent in January 2011 and
▪ Groundbreaking will start this spring!
If it is possible for you,a special year-end contribution will give us a significant boost as we set
our course for 2011. Would you consider a"13th Gift,"if you are making monthly
contributions? Or you may want to join many other generous individuals who are planning to
Nmatch their major gift from the last 12 months with a special holiday gift contribution.
For your convenience,an envelope/donation form is enclosed. You can also give online at
somethingforus.org Don't forget,too,that you can use the easy Permanent Fund Pick-Click-
Give program when filing for your dividend(January—March 2011)—just look for the Seward
Community Library Association or the Resurrection Bay Historical Society and send a part of
your dividend to this project. Every wonderful gift makes a difference toward raising the money
we need to finish our new Library Museum!
Thank you for being part of our heart,
V
eL• Chellie Skoog,Development Director
Seward Community Library and Museum Project
907-362-7974/chellies@somethingforus.org
W
P.S. —Your generous giving enhances the community spirit of this place we call
home (besides paying for steel and concrete). I'm so proud to call Seward my
Seward community'Amu)Nhiuvm home. Thank you for reading this letter and for considering this appeal.
P.O.Box 202:1
Seward,Almska!Mllili-1
www.SomethingForUa.org
�a`o. Com%
November 29,2010
tary MvS—
•
Dear(Name)
C ) Won't you join your many neighbors and friends and give a year-end donation to support the
construction of the new Seward Community Library Museum project?.
Like many others in Seward,who have already supported this important project,your support
shows your ability to visualize what an important cornerstone this new facility will become for
1%11".."."14,.„
our community in 2012.Our new Library Museum will tell the world that Seward values both its
future and its past.
Our new Library Museum will enhance the educational,cultural and historical opportunities
in our city.Your giving support is a gift that will never fade from the face of Seward and will
make you a key part of that satisfied day in 2012 when we open the doors to our future,while
celebrating 100 years as a solid city.
We are looking forward to 2011 with anticipation because we know:
• Over 75%of the funding necessary to complete construction is secured,
• Poole's Construction Leaders(PCL)is the contractor,
• Design completion will be 95 percent in January 2011 and
Q • Groundbreaking will start this spring!
If it is possible for you,a year-end contribution will give us a significant boost as we set our
course for 2011.With the holidays coming up,we have a lot for which to be thankful,and we
would be very thankful if you joined the many other generous individuals who are planning a
e-' special holiday gift contribution.
I've enclosed a donation envelope for your convenience.You can also give online at
somethingforus.org.
•N
Don't forget,too,that you can use the easy Permanent Fund Pick-Click-Give program when
filing for your dividend(January—March 2011)—just look for the Seward Community Library
Association or the Resurrection Bay Historical Society and send a part of your dividend to this
project.Every wonderful gift makes a big difference toward raising the remaining money we
need to finish our new Library Museum!
NN Thank you for being part of our heart,
t�
•N
Chellie Skoog,Development Director
Seward Community Library and Museum Project
907-362-7974/chellies@somethingforus.org
P.S.—Your generous giving enhances the community spirit of this place we call home(besides
W paying for steel and concrete).I'm so proud to call Seward my home. Thank you for reading this
letter and for considering this appeal.
Smolt Community LihranMuseum
PD.Box 1123
Smolt,Alaska 99664
www.SomethingForUs.org
8,k, of th,,,
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As, tate of Alaska 47%
4;) ,, City of Seward 25%
Grants 20%
q5 Leadership p
Gifts 3% Z
("onuniin1ty
. Giving .�
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Sthe of °1\��
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8,.k, h
As,"'"', State of Alaska 47%
C�
City of Seward 25%
Grants 20%
Fil
' Leadership
I Gifts 3%
Con nnunity
• Giving ...ss
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V 414
MEMORANDUM
TO: Seward Community Library Museum Building Committee
Executive Team
FROM: Chellie Skoog, Development Director
Resurrection Bay Historical Society
RE: Monthly Status Report, Capital Campaign
DATE: November 10, 2010
This report serves as an update on the progress of the efforts to support
the Seward Community Library Museum.
Capital Campaign Goal: $500,000
Funds Raised to Date: $17,167 3% of Goal!
Pledges Received this month: $1,000
P/edges Outstanding: $185,000+
Narrative:
ORGANIZATION / LAUNCH PHASE— Items to Complete
DATA EXCHANGE
• GiftWorks Donor Database
o Attended an online `tour' of the software on 10/28/10 to
better understand utilization, differences between software
11/29/2010 Page: 5
packages (standard vs premium) and to learn the basics for
successful data import and the importance of key fields.
• SCLM has purchased the Standard version and I believe
this to be adequate.
• Add-ons for volunteers and events could also be
added; however, SCLM Campaign operations are small
and in a brief timeframe and I again believe that our
current setup is adequate.
o As of 11/5/10 - Set up is complete. All donations and donors
have been entered. A few questions remain and may need
to be fielded by Kerry upon his return.
o Next Steps - The software will need to be updated to include
letter templates and pertinent groups.
• Attended the Seward Community Library Association's
Membership Meeting on 10/28/10. Delivered a brief update of the
plan and invited SCLA members to ask questions and let me know
where they may be interested in getting involved. Several signed
up to volunteer at the Project's Halloween Booth.
• Have met with Lee twice and with Vanta several times in the last
month to coordinate donations received and other information. A
PROCESS FLOW DOCUMENT is being created to streamline data
collection processes and to expedite communications back to
donors regarding their donations.
COLLATERAL PIECES TO BE DEVELOPED:
• The donor packet is forming and is anticipated to be complete by
11/15/10. Remaining items to finish for the packet are...
o The existing donor levels
o A complete list of Naming Items
o A tentative list of Event Sponsorship Items
• Donor Recognition
o Mary and I have been discussing options. Small gifts have
been selected and donor wall options have been discussed.
o Larger gifts (i.e. the framed photo given to WF) still need to
be discussed.
LEADERSHIP RECRUITMENT is in process.
• An in kind donation of administrative support has been secured
from Aurora Energy Services (AES). Dawn Osenga will assist the
project — as time allows — doing online research and other
administrative tasks upon my request.
11/29/2010 Page: 5
• The research conducted has unveiled that several prospects will
require an online (grant type) submission. To speed this
submission process, I'd like to request the engagement of Madelyn
Walker, Pen & Primer to assist with these submissions.
• An initial prospect list with prioritization is anticipated to be
complete by 11/30/10 (based upon information gathered online
and a prospect rating session — date TBD).
FUNDRAISING PLAN - A DRAFT fundraising plan has been completed
and was shared with the Executive Team on 11/8/10.
INTENSIVE PUBLIC SOLICITATION PHASE— Kicks Off!
• FNBA —A specific request for additional funding will be submitted
by 11/15/10.
• WF — Request by Wells Fargo to provide budget information and
an updated list of funds secured. Request completed on 11/5/10.
o Madelyn Walker notified by Darcie Larson, WF that the 2010
request is expected to be realized at $5,000.
o Follow up with Lori Draper regarding a national opportunity
through WF Community Development and continued
support year-over-year by 11/15/10.
• Aurora Energy Services (AES) — a donation of $500 is on its way to
RBHS this week. As well, as mentioned above, AES has committed
to an in-kind donation of administrative support, as well.
Volunteer will submit her dedicated hours on a monthly basis for
inclusion in the donor database and for recognition to AES.
• A trip to Anchorage is scheduled for October 12th. This trip will
include visits to Wal-Mart, Target, Fred Meyer and possibly BP
• PROSPECT RATING SESSION — I'd like to request a prospect rating
session with the Executive Committee and a few other key
volunteers. This process is critical in accurately prioritizing and
preparing for each ASK. Discussions can be in a small group or via
individual input, whichever seems more appropriate and/or
comfortable to participants. This session can be done quickly, as
long as we stay focused on an individual's ability, capacity and
potential to give and not on their level of interest and our personal
perspectives on whether they would/should give.
11/29/2010 Page: 5
-a.
• A volunteer kick off meeting is tentatively scheduled for 11/19/10.
This will be an opportunity for those interested to get involved in
the project. The event will include a brief project update along
with a list of potential duties that individuals can sign up for.
• A CORE group of volunteers along with a volunteer recognition
plan are expected to be in place by 11/30/10.
PUBLIC RELATIONS EFFORTS
• A newsletter was distributed to over 3000 box holders and major
donors on 10/22/10. Thanks to Mary & Barbara for writing, to all
of the volunteers who assisted with the assembly and to Patty
Linville and the City of Seward for facilitating the bulk mail process
• A new `look' for the campaign is ready to roll out. Mary has been
leading this effort with the help of Barbara & Mark & Dawn Ernst.
• As the Fundraising plan is implemented added PR efforts will be
implemented as necessary.
• Attended City Council Meeting on 11/8/10 with Jed Wilde & Keith
Campbell where recognition was given to City Council Members
for their continued support of the project over the past 7 years
(and 35 resolutions!).
• Pick Click Give Donations a Success!
o RBHS - 6 gifts - $931
o SCLA - 24 gifts - $1925
• Halloween Carnival Success - $591 raised via Cake Walk
• Upcoming:
o Year End Appeals
o Birthday Celebration 11/30/10
o Newsletter 12/1/2010
o Pick Click Give Postcard Reminder 12/15/10
RESEARCH DONOR PROSPECTS - This process will be ongoing.
• Initial online research has been done for the following prospects:
Wal-Mart/Sam's Club, Target, Fred Meyer, Safeway, Conoco
Phillips, BP, Shell Oil, Kohl's, Old Navy, Lowes, Home Depot,
Costco, Chugach Alaska, CIRI Corporation, Enstar, Alaska Airlines,
Anchorage Sand & Gravel, GCI, TelAlaska, Three Bears, FSA, Odom
Corporation, Anchorage Cold Storage, CISCO, ERA, Gates
Foundation, Oprah Winfrey & Mr. Jobs, Providence Alaska
Foundation
• The information found will be put in to a database and used to
prioritize asks.
11/29/2010 Page: 5
OVERALL SUMMARY
The Campaign may seem like it's off to a slow start; however,
momentum is gaining. It is more important to do things well than to do
them quickly. "Why is there never enough time to do it right, but a/ways
enough time to do it over?" I am not a 'do it over' person - I am a `let's
do it right the first time' person. Our cultivations will be more successful
if we are fully prepared to approach our donors. Now that a `look' has
been developed, donor recognition is being outlined and a Campaign
Plan is in motion, things will start to move more quickly. The last pieces
for development are the development of the collateral pieces and the
engagement of volunteers.
• Requests from the Executive Committee
o Review & Approval of Plan
o Prospect Rating Session - Pick Date, Time & Process
o Request for a small amount of Madelyn's Time
o Expenses Reimbursed
11/29/2010 Page: 5