Transcript The UC Project Management Institute is a Registered

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TGIF @ UC Berkeley
Nuts and Bolts of Getting It Done
John Stanley
MS, Energy and Resources (2008)
UC Berkeley
UC/CSU/CCC Sustainability Conference
August 1, 2008
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3-part anatomy of a Fund
"Parent" campus unit
TGIF
1. Rules
Referendum contract
Bylaws
2. People
3. Money
Grant
Making
Committee
Grant
coordinator
Projects
Green
campus
$$$ account
Student fees
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Life-cycle of a Fund
C
Referrendum
campaign
Idea
Student vote
University
approval
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Implementation
Operation
Focus = nuts and bolts
Renewal?
Sunset
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C
I
General lessons

Implementation is just as much as work as the
referendum

Build infrastructure for TGIF!

Have a grant coordinator (university employee)

Also...

Start early

Have a leader

Think about where will TGIF live

Consider inflation

Get help from Funds at other schools
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C
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Infrastructure examples

For campaign AND
implementation

For implementation

Grant application

Web site


Google group /
Google docs
Grant evaluation
procedures

Committee
applications?

FreeConference.com

Email lists (publicity)

Info session scripts

Email spiel text

Grant coordinator job
description

University scheduling
system access
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The referendum contract

Referendum contract IS NOT the Bylaws

Referendum = "contract" = what students vote on

Bylaws = all other rules

Can't change contract without re-vote

Keep referendum short and simple!

Do NOT put all Bylaws in the referendum

You will need to amend these eventually
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C
Learn the campaign rules

Breaking rules can break your campaign

Opponents make you run a tight ship

Example rules

Is a campaign a "candidate?"

Campaign budget limits

Sending mass emails

Chalking / posting flyers

Endorsements
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C
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The Grant Coordinator


1/2 FTE
Institutional memory!



Project management




Maintain archives
Orient committee each year
Keep the books (audits!)
Project follow-up
Formulate + execute strategic plans
~$30 k for salary + benefits (varies)
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Preserve your knowledge

Don't re-learn the same thing every year

Examples


Grant selection process

University money-handling procedures

Committee recruitment contacts

Publicity mailing lists

User-names and passwords!
Grant coordinator will help with this
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Grant evaluation tips (1)

Read – meet – read – meet - decide

Divvy up first round of readings

Not everybody needs to read every application
Read
Read
Read
Read
Meet
Meet
Read
Decide
Read
Read
Discard
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I
Grant evaluation tips (2)

Interactive meetings work well

Move poker chips around a board to vote!

Have special chips for facilities "red flags"

You can negotiate project changes
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C
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You are not alone

Get help from Funds at other schools!
Image from: <http://www.worstpreviews.com/images/walle.jpg>
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Thanks

UC / CSU / CCC

UC Berkeley

TGIF campaign team

TGIF Grant Making Committee

ASUC-Auxiliary at UC Berkeley
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Questions?
John Stanley
MS, Energy and Resources (2008)
TGIF campaign steering committee (2006-2007)
Chair, TGIF (2007-2008)
UC Berkeley
email: aaarstan at hotmail dot com
phone: 510-926-2547
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Backup slides
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UC Berkeley's TGIF

Visit - http://tgif.berkeley.edu
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Committee structure @ UC Berkeley


Students

Non students

ASUC

Facilities

GA

Administration

CACS

Faculty

At-large
CSF (non-voting)
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2007-2008 accomplishments




Implementation successful!
Received 28 grant applications ($1.2 million)
Awarded 9 grants (~$170 k)
Sample projects





Campus energy use dashboard
Jump-starting the campus sustainability office
Strawberry creek restoration
Hired grant coordinator
Won campus sustainability award
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Questions?
This concludes the American Institute of Architects Continuing Education Systems Program.
John Stanley / MS, Energy and Resources (2008) / UC Berkeley
email: aaarstan at hotmail dot com
phone: 510-926-2547