Archdiocese of Atlanta

1. Archdiocese of Atlanta Large Capital Process – What is it?

2. 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.

3. When should we use the Large Capital Project Process? What size project requires the sign off of the Archbishop? Key Thresholds 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 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.

4. 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: • 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.

5. PLEASE NOTE: Before being approved for any Large Capital Project, you will need to ensure that your parish is in compliance with Archdiocesan Procedures • 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.

6. Customer Centric View of the Large Capital Process • Master Planning • Overview of Large Capital Project process • Steps 1 and 2 of LCP Please note that through the entire Large Capital Process, Chancery departments are here to serve you and help you through your construction projects! • Capital Campaign Guidance • Offertory Best Practices • Review current financial capacity • Capital campaign exemption from assessment • Loan terms and rate • Review final application with Project Review Committee of Finance Council • Provides a preliminary budget and monitors cost estimates and change order proposals • Oversight of design • Contract administration and risk protection • Inspections throughout construction

7. Overview of Large Capital Project Process Step 2 Step 1 • Review letter and forms • Grant initial conceptual approval to engage design professionals and/or a capital campaign consultant Request First Approval: InitialConceptual Approval Define and Review Project Step 3 Step 4 • CCSI to present Preliminary Drawings to the Archbishop • Review letter and forms • Grant approval to: • Kick-off capital campaign • Obtain detailed drawings and cost estimate Develop Preliminary Design Request Second Approval: Approval for Capital Campaign and Detailed Drawings Step 5 Step 7 Secure Financing • Review letter and forms • Grant approval to begin construction Request Final Approval: Build Approval Step 6 Finalize Design Step 8 Construction Management Step 9 Acceptance and Dedication

8. Who Do You Call? • Peter Faletti, Director of Planning and Facilities • Work phone • (680): 404-885-7279 • (Lake Park): 404-920-7855 • Cell phone: 404-915-3785 • Email: pfaletti@archatl.com • Jenny Scheb, Planning Analyst • Work phone: • (680): 404-885-7410 • (Lake Park): 404-920-7852 • Email: jscheb@archatl.com • http://www.archatl.com/offices/construction/