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					                                               Archdiocese of Atlanta
Large Capital Process – What is it?




                                               Large Capital Process – What is it?




                                           Archdiocese of Atlanta
                                      Office of Planning and Research
                                      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.
Large Capital Process – What is it?




                                      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.

                                              Archdiocese of Atlanta
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                                         Office of Planning and Research
                                                                                       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 Process – What is it?




                                      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                                    The maximum project cost that
                                        averages:                                                  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.

                                             Archdiocese of Atlanta
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                                        Office of Planning and Research
                                       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
Large Capital Process – What is it?




                                      Archdiocesan Large Capital Process:

                                                           1.   Define and review project
                                                           2.   Request First Approval (Initial Conceptual Approval) from the Archbishop
                                                           3.   Develop preliminary design
                                                           4.   Request Second Approval (for capital campaign and detailed drawings)
                                                           5.   Secure funding (includes capital campaign)
                                                           6.   Finalize design
                                                           7.   Request Final Approval (to begin construction)
                                                           8.   Begin Construction management
                                                           9.   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.
                                              Archdiocese of Atlanta
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                                         Office of Planning and Research
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

                                           •   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.
                                             Archdiocese of Atlanta
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                                        Office of Planning and Research
                                      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
                                         • Capital Campaign                                                                   Process, Chancery
                                           Guidance                                                                       departments are here to
                                         • Offertory Best                                                                  serve you and help you
                                           Practices
                                                                                                                                through your
Large Capital Process – What is it?




                                                                                                                            construction projects!




                                                                                                                  • Review current financial
                                                                                                                    capacity
                                                                                                                  • Capital campaign exemption
                                                                                                                    from assessment
                                                                                                                  • Loan terms and rate
                                                                                                                  • Review final application with
                                          • Provides a preliminary budget and                                       Project Review Committee of
                                            monitors cost estimates and change                                      Finance Council
                                            order proposals
                                          • Oversight of design
                                          • Contract administration and risk
                                            protection
                                          • Inspections throughout construction


                                               Archdiocese of Atlanta
                                          Office of Planning and Research         6
                                      Overview of Large Capital Project Process



                                        Step 1                                      Step 2




                                                                                   Request First Approval:                    • Review letter and forms
                                        Define and Review Project                                                             • Grant initial conceptual approval to
Large Capital Process – What is it?




                                                                                    Initial Conceptual Approval                 engage design professionals and/or a
                                                                                                                                capital campaign consultant

                                        Step 3                                      Step 4

                                                                                    • CCSI to present Preliminary Drawings    • Review letter and forms
                                                                                      to the Archbishop                       • Grant approval to:
                                        Develop Preliminary Design                                                                • Kick-off capital campaign
                                                                                   Request Second Approval:                       • Obtain detailed drawings and
                                                                                    Approval for Capital Campaign and               cost estimate
                                                                                    Detailed Drawings

                                        Step 5                                       Step 7

                                         Secure Financing
                                                                                                                              • Review letter and forms
                                                                                   Request Final Approval:                    • Grant approval to begin construction
                                        Step 6                                       Build Approval
                                         Finalize Design                                                             Step 8
                                                                                                                              Construction Management
                                                                                                                     Step 9
                                                                                                                              Acceptance and Dedication
                                                      Archdiocese of Atlanta
                                                 Office of Planning and Research
                                                          Who Do You Call?
Large Capital Process – What is it?




                                               • Peter Faletti, Director of Planning and Facilities
                                                   • Work phone
                                                        o (680):        404-885-7279
                                                        o (Lake Park): 404-920-7855
                                                   • Cell phone:        404-915-3785
                                                   • Email:          pfaletti@archatl.com

                                               • Jenny Scheb, Planning Analyst
                                                   • Work phone:
                                                       o (680):       404-885-7410
                                                       o (Lake Park): 404-920-7852
                                                   • Email:        jscheb@archatl.com

                                               • http://www.archatl.com/offices/construction/

                                           Archdiocese of Atlanta
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                                      Office of Planning and Research

				
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posted:7/5/2012
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