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Creative Property Management & Maintenance
ST. BARTHOLOMEW’S EPISCOPAL CHURCHFEBRUARY 23, 2019
What we will cover today Introduction Diocesan Property Committee Richard Wade, chair Kirby Smith, Diocesan Treasurer
Creative Property and Land Use Eric Knowles, Senior Vice President & Partner, Kidder
MathewsSolar Systems, Do’s and Don'ts Erika Morgan, Energy Management Associates
Diocesan Property Committee Who are we? A sub-committee of the Diocesan Finance Committee. Members include: Kirby Smith, Treasurer Episcopal Church Center (ECC), Ocean Beach Richard Wade, Chair St. Mary’s-in-the-Valley, Ramona Bob Nelson St. Peter’s, Del Mar Sandi Lanzarotta St. Peter’s, Del Mar Louis Beacham St. James-by-the-Sea, La Jolla Pete Casalegno St. Mary’s in-the-Valley, Ramona Anthony Vanaria St. Michael’s, Carsbad
Diocesan Property CommitteeWhat do we do? Help assess property needs of member churches. Review and evaluate proposals received to remedy these needs. Review proposed corrective actions and help monitor implementation of any remedial
programs. Assist in generating “Property Needs Assessments (PNAs)” Review property related loans, grants and contracts. Recommend actions to purchase, sell, lease or otherwise transact disposition of diocesan
property referred to it by the Bishop or Corporation. Prepare and distribute information to assist in the use of church property e.g. “Property
Usage Guidebook”, “Fix and Save”, Grant Application Pro etc.
Diocesan Property Committee How do we do it? Meet with member churches with prospective issuesWork with them, as needed, to develop programs Provide assistance wherever necessary Evaluate requests for grants to help implement projects
Grant Program This is usually a cost-sharing program Awards are based on proposals submitted Grant Application Process needs to be followed (on Diocese Web-site) Eligibility normally requires a current PNA having been completed
GENERAL GUIDELINESKidder Mathews
February 2019
For Church BuildingsPREPARED FOR: PREPARED BY:
Eric KnowlesSenior Vice PresidentLIC #00944210
Robert FletcherFirst Vice PresidentLIC #017016060
• Charter Schools
• Recreational Facilities
• Counseling Offices
• Parking Lots
• Cell Towers
• Pre-School or Day Care
• Renting to Another Church
Kidder Mathews
SUSTAINABLE INCOME OPTIONS
Kidder Mathews
DUE DILIGENCE
• Zoning
• Unrelated Business Income Tax
• Property Tax Exemption
• Insurance
• Written Agreements
• Non-Profit 501c3 Corporation
Kidder Mathews
ESTABLISHING VALUES
Churches, by virtueof the uniqueness, require considerable effort to properly establish the market rental rates.
Kidder Mathews
RELIGIOUS & EDUCATIONAL TEAM
Robert Fletcher
First Vice [email protected] #001706060
Senior Vice [email protected] #00944210
Eric Knowles
As religious and non-profit real estate experts, the team of Eric Knowles and Robert Fletcher, of Kidder Mathews draw upon over 24 years of exclusively representing this highly specialized market segment.
Eric Knowles and Robert FletcherKIDDER MATHEWS
Presented by
THANK YOU
Property Stewardship: Caring for All Our Resources
Erika Morgan, ConsultantEpiscopal Diocese of San Diego -- 2019 Leadership Academy “Creative Property Management and Maintenance” February 23, 2019
Overview I. Introductions
II. Why address energy use III. Property Committee current offerings IV. What’s possible aheadV. How to connect
Introductions
● EMA: A Clean Energy Practice ● Background
○ Clean energy facilitator ○ Big fan of “aggregations” ○ Passionate about Protecting
Creation ● Questions for you --
Why address energy use
● The energy world is changing fast!● The Opportunity: To Change
Energy from Expense to Asset ○ Use “Other People’s Money” ○ Free up operating funds for Mission
● Being a Good Steward of Creation → Is More Imperative than Ever.
Property Committee Current Offerings ● Congregational-specific guidance & coaching ● Steps to secure vendor bids for solar
○ Lists/ Contacts with proven PV installers ○ Expectations & Questions for property assessment
● Bid evaluation -- What’s included, what’s missing, and recommended follow up actions.
● Getting to Yes -- trade-offs, decisions & implementation
What’s Possible Ahead ● Educational packages ● Pre-approved documentation● Other potential aggregations
○ PACE-funded Energy Audits and Upgrades ○ “Virtual Net Energy Metering”○ “Community Solar”○ Component purchasing pools?○ Residential PV for congregations ?
How to Connect
● Property Committee -- Chair Richard Wade -- Rev. Kirby Smith, Treasurer
● Erika Morgan -- ○ [email protected] ○ 619-894-6707
