Transcript Large Capital Process - Roman Catholic Archdiocese of Atlanta

Large Capital Process – What is it?
Archdiocese of Atlanta
Large Capital Process – What is it?
Archdiocese of Atlanta
Office of Planning and Research
Large Capital Process – What is it?
Why do We Need a Large Capital Project Process?
To help and protect Parishes, Schools
and other Archdiocesan entities when
they expand, renovate or maintain their
current facilities or properties.
The sixty-nine county area that comprises the Archdiocese of Atlanta continues to experience
significant population growth. This growth creates a strain on existing Archdiocesan facilities and
also highlights the need for new facilities. Therefore, one of the key challenges facing pastors* is
the maintenance, renovation, and expansion of parish facilities. Pastors and parishes need to
know what steps they need to take when a parish believes it needs to expand.
The planning and construction of facilities is an exciting but long effort for a parish. We have
developed a series of presentations that contain the key information that a pastor and parish will
need to begin the process, as well as an overview of the entire process. We hope that by
providing information and tools, parishes will be able to more quickly and effectively identify the
key projects that are both important and feasible for their future growth and understand how to
obtain required approvals for them.
*Anytime the word “Pastor” is used, it is meant to include Pastors, Principals, Administrators, etc.
*Anytime the word “Parish” is used, it is meant to include Parishes, Schools, Missions, etc.
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Office of Planning and Research
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When should we use the Large Capital Project Process?
What size project requires the sign off of the Archbishop?
Key Thresholds
Large Capital Process – What is it?
Photo by Michael Alexander,
The Georgia Bulletin
Large Capital Projects may involve significant risk for Archdiocesan entities. Therefore, projects that will cost
over a certain amount must obtain the Archbishop’s approval before proceeding with major capital
improvements to the facilities and properties.
If the annual offertory
averages:
The maximum project cost that
doesn’t require Archbishop’s Approval
Above $750,000
$15,000
Between $500,000 and $750,000
$10,000
Less than $500,000
$5,000
If your project cost is equal to or below the value listed above, then you may proceed without obtaining
the Archbishop’s approval. If you plan on using volunteer labor for these projects, then please be especially
cautious in dealing with legal and liability issues of volunteers doing facility work without meeting proper
codes and licensing. Catholic Construction Services, Inc. is available to help you plan and execute these
projects.
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Office of Planning and Research
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Large Capital Process – What is it?
Key Steps in the Large Capital Project Process
If your project cost exceeds the limits on the preceding slide, then you will need to follow the steps in the
Archdiocesan Large Capital Process:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Define and review project
Request First Approval (Initial Conceptual Approval) from the Archbishop
Develop preliminary design
Request Second Approval (for capital campaign and detailed drawings)
Secure funding (includes capital campaign)
Finalize design
Request Final Approval (to begin construction)
Begin Construction management
Accept and dedicate
You will need to follow this process whether your project involves new construction, renovation, maintenance
of facilities or land acquisition.
Please note: these presentations are not inclusive of all
project exceptions. The process presented is a general
overview and may not account for every experience
possible while undergoing construction. Rather, these
websites will give you the language and background
needed to confidently embark on your large capital
project under CCSI’s guidance.
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Office of Planning and Research
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Large Capital Process – What is it?
PLEASE NOTE: Before being approved for any Large Capital Project, you will need to ensure that
your parish is in compliance with Archdiocesan Procedures
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Accounts current (e.g. loans, assessments, etc.)? If not, contact the Controller, Finance Office
Using the LOGOS system? If not, contact the Parish Systems Manager, Finance Office
Using ParishSoft system? If not, contact the Training Coordinator, Finance Office
Using the HR portal? If not, contact the Parish Systems Manager, Finance Office
Safe Environment compliance is current? If not, contact the Director of Safe Environment
Parish facilities master plan in place? If not, contact the Director of Planning and Research
For current contact information, please open our contacts page.
If you suspect you are not in compliance, please go ahead through the initial steps of the process
to request First Approval and, concurrently, work with the appropriate Chancery contact to be in
compliance before requesting Second Approval.
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Office of Planning and Research
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Customer Centric View of the Large Capital Process
Large Capital Process – What is it?
• Master Planning
• Overview of Large
Capital Project process
• Steps 1 and 2 of LCP
• Capital Campaign
Guidance
• Offertory Best
Practices
Development
Planning
Parish,
Mission or
School
CCSI
• Provides a preliminary budget and
monitors cost estimates and change
order proposals
• Oversight of design
• Contract administration and risk
protection
• Inspections throughout construction
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Office of Planning and Research
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Please note that through
the entire Large Capital
Process, Chancery
departments are here to
serve you and help you
through your
construction projects!
Finance
• Review current financial
capacity
• Capital campaign exemption
from assessment
• Loan terms and rate
• Review final application with
Project Review Committee of
Finance Council
Overview of Large Capital Project Process
Step 2
Large Capital Process – What is it?
Step 1
Define and Review Project
• Review letter and forms
• Grant initial conceptual approval to
engage design professionals and/or a
capital campaign consultant
Request First Approval:
Initial Conceptual Approval
Step 3
Step 4
• CCSI to present Preliminary Drawings
to the Archbishop
Develop Preliminary Design
Request Second Approval:
Approval for Capital Campaign and
Detailed Drawings
Step 5
• Review letter and forms
• Grant approval to:
• Kick-off capital campaign
• Obtain detailed drawings and
cost estimate
Step 7
Secure Financing
• Review letter and forms
• Grant approval to begin construction
Request Final Approval:
Build Approval
Step 6
Finalize Design
Step 8
Step 9
Archdiocese of Atlanta
Office of Planning and Research
Construction Management
Acceptance and Dedication
Large Capital Process – What is it?
Who Do You Call?
• Peter Faletti, Director of Planning and Facilities
• Work phone
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(680):
404-885-7279
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(Lake Park): 404-920-7855
• Cell phone:
404-915-3785
• Email:
[email protected]
• Jenny Scheb, Planning Analyst
• Work phone:
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(680):
404-885-7410
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(Lake Park): 404-920-7852
• Email:
[email protected]
• http://www.archatl.com/offices/construction/
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Office of Planning and Research
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