Choosing quality church building professionals


Published on

A synopis of an upcoming CB&LF publication designed for churches preparing to engage in a major renovation, or new construction project. The publication was written by a successful real estate development professional with experience in non profit, for profit and faith-based community development initiatives.

Published in: Business, Design
  • Be the first to comment

  • Be the first to like this

Choosing quality church building professionals

  1. 1. Choosing Quality Church Building Professionals Heather Caudill
  2. 2. Agenda • Introduction • Overview of Resources in Development • Typical Stages of Development Process • Overview of Key Players on Development Team • Key Considerations when Selecting Development Team Members • FAQs
  3. 3. Church Building: A Resource Manual for UCC Congregations Working with the Church Building and Loan Fund • Overview of Development Process • Roles and Responsibilities of the Development Team • Key Considerations for Selecting the Professionals • How to Create a Projected Income and Expense Budget • Guidance on How to Prepare a Development Budget • Different Types of Construction Contracts and Advantages of Each • Guidelines on How to Structure Payments • Suggestions to Ensure a Smoother Development Process
  4. 4. Typical Development Process Pre-Development Goal Setting Planning Coordination Construction Implementation Coordination Monitoring Close-Out Coordination Completion Conversion
  5. 5. Key Roles on Development Team Member Role Developer An individual, company, or organization that seeks to transform land or buildings from one use to another. In this case, the congregation is the developer. Development Consultant Provide technical assistance and support to congregations in navigating the complex church development process Project Attorney A legal professional with real estate experience whose primary responsibility to ensure that the contractual agreements you enter into clearly state the roles and responsibilities of each professional or company, the total payment amount, the payment schedule, the project schedule and the process and procedure for resolving project and contractual issues Project Architect Designs a building that meets the church’s vision and financial resources and to ensure that the project is in compliance with all federal, state and local regulations General Contractor/Builder The role of the GC is to build your project according to the contractual agreement entered into by the congregation.
  6. 6. Getting Started We recommend that churches select a small (3-4 person) committee to support in a church building initiative. Look for church members with real estate related experience, a finance background, contracts background, etc., and have time to dedicate to the project We recommend that congregations who do not have experience or resources to oversee the church development process internally should consider hiring a development consultant.
  7. 7. Development Consultant A development consultant’s role can include… • providing general guidance during the development process • assistance in the selection of development professionals, • developing and monitoring the project budget • reviewing plans, scopes of work and legal documents on behalf of the congregation
  8. 8. Project Attorney The project attorney will ensure that all of your congregation is legally protected through all phases of the development project.
  9. 9. Project Architect Sample activities include… • assisting with land selection • developing a site plan • creating preliminary plans • preparing full build plans • performing bid review • monitoring construction process and adherence to specifications, etc.
  10. 10. General Contractor/Builder The GC’s role is to plan, coordinate and implement all of the work, people and material resources to build your church while ensuring that the legal and contractual methods, materials, techniques and schedules are adhered to. Additional roles include: • filing all paperwork (including applications for building permits and licenses, and obtaining final approvals including the Certificate of Occupancy); • securing the property; • providing temporary utilities on site; • hiring, supervising, managing and payroll for personnel on-site; • providing site surveying and engineering; disposing or recycling construction waste; • purchasing building materials and coordinating delivery; • monitoring schedules and cash flow and maintaining accurate records, • ensuring the timely scheduling and passing of inspections; • preparing monthly “requisitions” for payment; and notifying the owner and architect of any relevant issues that will impact the project cost or schedule
  11. 11. Development Consultant – What to look for?  Project Management Experience  Project Budgeting Experience  Project Scheduling Experience  Knowledge of Local Approval Processes, Costs and Timelines  Experience Coordinating and Leading a Development Team Look for referrals from church members, your project attorney, or CBLF.
  12. 12. Project Attorney – What to look for? All practicing Attorneys must hold a professional degree and are required to have passed the Bar exam. Some resources when looking..  Look for referrals from church members, other project team members, or CBLF.  Confirm licensure through the Law and Technology Resources for Legal Professionals website  If you have not identified an attorney, a good place to start is with the American Bar Association (ABA), which has chapters in every state and can help you find an attorney that is licensed and qualified Criteria should include:  Real Estate Experience  Contracts Experience  Size of the Firm  References
  13. 13. Project Architect – What to look for? All practicing Architects must hold a professional degree and are required to have passed the Architect Registration Examination (ARE). Some hold certifications from a national organization such as the National Council of Architectural Registration Boards (NCARB) or the American Institute of Architects (AIA).  Look for referrals from church members, your project attorney, or CBLF.  Confirm licensure through the National Council of Architectural Registration Boards (NCARB)  NCARB and AIA also provide a list of its certified architects). Criteria should include:  Experience on Similar Projects  Knowledge of Local Building Code and Zoning Laws  In-house Capacity or Seasoned Team of Professionals  Site Visits and References  Insurance
  14. 14. General Contractor – What to look for? There are no national licensing requirements for General Contractors. However, each state and/or locality has their own licensing requirements.  Look for referrals from church members, your project attorney, or CBLF.  Links to each state’s requirements can be found at the Contractor’s License Reference Site. You will be redirected to the states licensing website, which provides detail on licensing requirements in the state and access to a database of approved contractors. Criteria should include:  Bidding vs. Sole Source Contracts  Experience in Church Building Projects  Capacity  Insurance  Site Visits and References  New Construction vs. Rehabilitation
  15. 15. Questions, Concerns, Celebrations!