Transcript Property Management - Archdiocese of Cincinnati

Property Management
Getting to know the “new” guy
-Jeff Bohrer, M.S., P.E.
Archdiocese of Cincinnati
Director of Property Management and Real Estate
Bachelor of Civil Engineering
from U.D.
 M.S. in Civil Engineering
from Colorado State
 P.E. Civil Engineering Project Manager
 Back to U.D. for teacher certification
 Physics and Renewable
Energy Teacher
 Seven years of energy efficiency and renewable
energy experience
 Energy Efficiency Project Manager
 And now: Director of Property Management and
Real Estate
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Background
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John Denver
Biking and hiking
Teaching
Being passionate and energetic
Energy efficiency and renewable energy
◦ Carroll Project
◦ House
◦ Volt
Interests
Grew up in Ashland,
Ohio (Cleveland Diocese)
 In college I moved around a lot, met my
amazing wife, and eventually
settled down in Dayton.
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◦ Dayton office is my headquarters
Family of four
 Queen of Apostles
Community
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Here and There
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Help parishes and schools with the building
process
◦ Advise and recommend
◦ Guide (through AoC requirements
for project approval)
◦ Visit during construction
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Be a look out for parishes and schools
◦ Client favorable contracts
◦ Liability
◦ Looking over project proposals to help ensure the
project is in line
◦ Protect our families and children by making sure
lead and asbestos concerns are adequately
addressed
Some of My Responsibilities
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Provide contractor/vendor suggestions
Make site visits, assessments, and
presentations
Promote energy efficiency and sustainable
practices
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Energy audits and energy project implementation
Recycling
Green certification
Construction projects
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Energy efficiency
Rebidding Contracts
Competitive bidding process
Not to Exceed and GMP contracts
Help save money for archdiocese and
parishes
Some of My Responsibilities
Be responsive
 Return phone calls and emails within
three days (most of the time!)
 Treat you with dignity and respect and
demonstrate a willingness to work
together
 Help you explore different avenues if
original plan is not feasible
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My Pledge to You
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I have learned in my time here that there is
some confusion on the proper procedure for
initiating and completing projects related to real
property.
I am working on drafting for review by the
Archbishop a summary of our current building
procedures.
This will take much time and committee work to
get acceptance for official publication.
In the meantime, I would kindly ask that you
contact me for all of your planned construction
projects, so that I can help start you in the right
direction, help make sure the contracts
adequately protect you, and see that the
contracts are signed by the appropriate
authority.
The Building Process
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Contracts
◦ Either use of a standard contract or a no-cost
review of the proposed contract by our
attorneys is required.
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Project Cost
◦ If project is under $25,000, Archbishop does
not need to sign the contract but our standard
contract should be used.
◦ If project is over $25,000, Archbishop does
need to sign the contract, and Rich Kelly and
myself need contacted for approval at the start
of the project.
Some Important Construction
Policies to Note
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Volunteers
◦ Volunteers are a tricky thing and unless the
work is something simple, volunteers generally
can’t be used for construction projects due to
liability concerns.
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Finances
◦ The Archdiocese stopped loaning money in
2006.
◦ In general for financial approval, all funds in
cash must be available. If they are not, 50%
must be available and the other 50% must
come from a capital campaign.
Some Important Construction
Policies to Note
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Unions
◦ All new construction and renovation projects
over $1,000,000 must be union contractors.
◦ Renovation projects under $1,000,000 may use
non-union contractors.
◦ Exceptions to union requirements:
 If it can be demonstrated that union labor is
difficult to find in the area.
 The work will be performed by a parishioner
contractor.
Some Important Construction
Policies to Note
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For sale, purchase, and lease, contact me
for appropriate procedure.
◦ For sales, the Chancellor, the Archdiocesan
Finance Council, the College of Consultors, and
the Archbishop must approve.
◦ Also for sales, two appraisals will be required.
The Archbishop is the only one who can
sign any sort of contract, including realtor
agreements.
 There is no single “official” Archdiocesan
realtor.
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Some Important Real Estate Notes
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Current
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Future
◦ Contact information
◦ Asbestos Training Info
◦ Standard contract suite
with instructions
◦ AHERA document for
school construction
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Photo gallery with project reference listings
Virtual warehouse
Brown bags
Service organizations links related to property
http://www.catholiccincinnati.org/ministriesoffices/property-management/
Property Management Website
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Jeff Bohrer, M.S., P.E.
◦ Director of Property Management and Real
Estate
◦ 513-421-3131 x6602
◦ [email protected]
◦ http://www.catholiccincinnati.org/ministriesoffices/property-management/
Thank You!