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Administration Pathway Process

First Year

Second Year

Third To Fifth Year

Parameters

All leases must be reviewed annually by the Family of Parishes and be current.

ACTION – Begin reviewing parish Rental/Lease Agreements. Careful Examination of these agreements will be necessary so that proper notice may be given and to ensure that the lease will not automatically renew on a certain date. Do not enter into written agreements, unless such agreements include a termination clause that the parish may exercise in the event of a canonical parish merger or closer. Determine if you want to terminate the rental/lease agreement or if the parish feels it’s best to consider retaining.

RESOURCES – Internal review with staff, Business Manager, or Contact Archdiocese Property Management who may have copies of lease/rental agreements.

OBJECTIVE – Identification and understanding of existing rental/lease agreements.

All leases must be reviewed annually by the Family of Parishes and be current.

ACTION – All rental/lease agreements currently in force should be easily accessed for review.

RESOURCES – Internal review with staff, Business Manager

OBJECTIVE – Annual review of rental/lease agreements.

All leases must be reviewed annually by the Family of Parishes and be current.

ACTION – Make determinations regarding the sale of real property as part of the Families plans in moving toward one canonical parish.

RESOURCES – Internal review with staff, Business Manager

OBJECTIVE – Impact of real property sales on the annual review of rental/lease agreements.

Recommendations

It is recommended that each parish/school complete a facility assessment annually.

 

ACTION – Begin meeting with your Building Committee, Architect and any other stakeholders you would like to include to start understanding the conditions and challenges of the facilities. Assess the data and have at least a good idea on determining what facilities best meet your needs.

 

RESOURCES – Building Committee, Architect, Engineer, Cost Estimators.

 

OBJECTIVE – Begin the process of planning a facility assessment. Physical Analysis: cost, operations and condition assessment, life cycle and valuation estimates.

It is recommended that each parish/school understand and work to create a plan to address deferred maintenance and review it on an annual basis.

 

ACTION – At this point you should have a better understanding of where you need to start with a Preventive Maintenance Plan and take control of your highest to lowest priorities within your facilities. You have established a P.M. plan and have been working on knocking out the backlog of work orders.

 

RESOURCES – Building Committee, Facilities Team, Vendors, Equipment Company, HV/AC, Roofing Contractors can all help with assessments and life cycles within your facilities and grounds.

 

OBJECTIVE – Begin a combined working list of required maintenance for the parishes. Preventive Maintenance in place.

It is recommended that each parish/school develop and implement a facilities plan

 

ACTION – With your Building Committee and your Architect start your Facilities Plan that will cover the next 1 to 2 or more years that will provide you with a clear direction and will help the parish evaluate its process from most important projects to least important projects as time goes on. Now that your Facilities plan has been in place start working on your highest priorities and what that plan might look like.

 

RESOURCES – Architect or Design Firm can prepare a facilities plan.

 

OBJECTIVE – Begin forming a building committee if one doesn’t exist and determine what architect you want to hire for this process. A plan is in place that will cover the next few years.

It is recommended that each parish/school complete a facility assessment annually.

 

ACTION – Continue to evaluate your current needs and discuss what are your plans going to be for future needs.

 

RESOURCES – Building Committee, Architect, Engineer, Cost Estimators.

 

OBJECTIVE – Annual assessment.

It is recommended that each parish/school understand and work to create a plan to address deferred maintenance and review it on an annual basis.

 

ACTION – Re-evaluate what you have accomplished over the last year to see if your process is still working or are there areas that may need to be tweaked to better meet the facility’s needs.

 

RESOURCES – Building Committee, Facilities Team, Vendors, Equipment Company, HV/AC, Roofing Contractors.

 

OBJECTIVE – Preventive and update your maintenance plan.

It is recommended that each parish/school develop and implement a facilities plan

 

ACTION – Meet with your Building Committee and review status of ongoing projects and plans for future work.

 

RESOURCES – Architect or Design Firm facilities plan.

 

OBJECTIVE – Annual update of facilities plan.

It is recommended that each parish/school complete a facility assessment annually.

 

ACTION – Develop a long-range plan for property usage as the Family executes their plan toward becoming one canonical parish.

 

RESOURCES – Building Committee, Architect, Engineer, Cost Estimators.

 

OBJECTIVE – Review and annual assessment.

It is recommended that each parish/school understand and work to create a plan to address deferred maintenance and review it on an annual basis.

 

ACTION – Continue to re-evaluate the Families success in meeting planned objectives with the Building Committee and Facilities Team.

 

RESOURCES – Building Committee, Facilities Team, Vendors, Equipment Company, HV/AC, Roofing Contractors.

 

OBJECTIVE – Update your maintenance plan.

It is recommended that each parish/school develop and implement a facilities plan

 

ACTION – Re-evaluate the current facilities plan and start including long-range planning for facilities as steps are taken towards becoming one canonical parish.

 

RESOURCES – Architect or Design Firm facilities plan.

 

OBJECTIVE – Annually update facilities plan.