First Unitarian Universalist Church of San Diego

Campus Renovation ProjectConstruction Budget Options

January, 2011

Campus Renovation Project

• The Board of Trustees of First U.U. Church has called a special congregational meeting on Sunday, January 30, 2011 at 1:00 p.m. in the Meeting House to vote on a $5.39 million budget for the Campus Renovation Project that includes the replacement of Bard Hall

• This slide show presents the three budget options that were considered.

Project History

2005: Campus Renewal Team convened to

improve Bard Hall

2006: Remodel of existing Bard Hall is planned

2007: Design is rejected as not visionary

2007: Master plan confirms need for

additional meeting and office space 

Project History, cont.

2007: A design that incorporates all our dreams is rejected as too expensive

Dec. 2008: Congregation approves a budget of $4.3 million for a less expansive design

–$2.8 million raised; a $1.5 million loan is pursued

–Design is expected to meet budget under best case scenario

Recent HistorySept. 2009-Jan. 2011—Delays in city planning

and additional requirements incurred

2010: Unanticipated soft cost increases and driveway requirements added

Nov. 2010: Bid reveals the building that will meet our needs will cost in excess of $5 million

Recent Developments

• $2 million loan has been secured at 5.3%

• A Development Permit hearing is scheduled for January 26th, 2011

• Building permits should be secured by early March, 2011

Main Reasons for Cost Overruns

• Additional permitting requirements: $100,000

• Additional time securing permits: $100,000

• Additional driveway requirements: $250,000

What Are We Paying For?

Cost Distribution

Building: $2.42 millionSite Improvements: $1.68 millionDesign: $1.16 millionPermitting: $0.15 millionOther: $0.21 million

Next Step

• Consider a larger budget, because:

-- More funds are available and affordable

-- Our new building should provide the additional space and durability we need

Options The Campus Project Oversight Team

recommends the consideration of three budget options:• The Entire Project: $5.62 million

• The Modified Project: $5.39 million

• The Minimal Project: $4.82 million

All three options involve the same external structure

Architect’s Rendering

Looking southwest from sidewalk

Side-

by-Side Comparison

Entire Project Modified Project Minimal Project$5.58 million $5.39 million $4.82 million

Expanded restrooms Expanded restrooms Expanded restroomsNew kitchen New kitchen New kitchenNew landscaping New landscaping Some new landscapingAccessible path through campus

Accessible path through campus

Accessible path through campus

Completely usable upper floor

Completely usable upper floor

Unusable  upper floor

Additional meeting spaces

Additional meeting spaces

Potential for additional meeting spaces

Additional office space

Additional office space Potential for additional office space

Ecologically responsible

Ecologically responsible

Durable materials Durable materialsStairs from UCSD sidewalk to driveway

Stairs from UCSD sidewalk to driveway

Memorial GardenNew furniture

Side

-by-

Side

Com

paris

on

Entire Project Modified Project Minimal Project$5.58 million $5.39 million $4.82 million

$2.8 million pledged $2.8 million pledged $2.8 million pledged$2.0 million borrowed

$2.0 million borrowed

$2.0 million borrowed

$820,000 needed $590,000 needed No additonal fundsby July, 2011 by January, 2012 needed

Requires congregational gifts

and loans

Requires congregational gifts

and loans Entire budget is

currently availableDebt service is

beyond financial capacity of church

budget

A short-term commercial bridge loan may also be

necessary

FUNDING

The Entire Project• This option includes all the construction that

the congregation has authorized.

• This is the submitted project and the building permit should be issued by early March.

• It is possible to scale back these plans without additional City approvals, as detailed in the Modified Project.

• Expanded restrooms• New kitchen • Campus-wide landscaping with native plants• Accessible path through campus• Additional meeting spaces• Additional office spaces • Completely usable upper floor• Ecologically responsible• Durable materials • Stairs from UCSD sidewalk to driveway • Memorial Garden and Memorial Wall expansion• New Furniture

The Entire Project Overview

The Entire Project Details

• The Entire Project includes a large meeting hall, additional restrooms, a new kitchen and a second story with meeting rooms, offices and an outdoor meeting area.

• A main component of the landscaping is a “green screen,” or trellis that will support deciduous plants that will give us shade in the summer and allow the sun to warm the walls in the winter.

• The proposed landscaping includes blooming shrubs and trees that are native to California.

The Entire Project Requirements

• In order to construct the Entire Project at a cost of $5.62 million, an additional $820,000 in gifts will be needed by July, 2011.

The Modified Plan

• By delaying the construction of the Memorial Garden, it is possible to reduce the budget of the project to $5.39 million.

• All other features of the Entire Plan are included in this plan, with the exception of new furniture.

• Expanded restrooms• New kitchen • New landscaping• Accessible path through campus• Additional meeting spaces• Additional office space • Completely usable upper floor• Ecologically responsible• Durable Materials • Stairs from UCSD sidewalk to driveway

The Modified Project Overview

The Modified Project Details

• In order to construct the Memorial Garden in the future, additional funds will have to be raised.

• Additional start-up costs and likely material and labor price increases will inflate the price to construct the Garden at a later time.

The Modified Project Requirements

• In order to construct the Modified Project at a cost of $5.39 million, an additional $590,000 in gifts and/or short-term loans will be needed by January, 2012.

• These loans could take the form of Bonds held by members of the congregation, and/or a bridge loan from a financial institution.

The Minimal Project

• The Minimal Project has a budget of $4.82 million, the amount of funding that is currently available to the church.

• Expanded restrooms• New kitchen • New landscaping• Accessible path through campus• Unusable upper floor • Potential for additional meeting spaces• Potential for additional office space • Sacrificed durability• Sacrificed appearance

The Minimal Project Overview

The Minimal Project Details• At this budget level, it would not be possible to

construct the Memorial Garden, the stairway to the sidewalk, or the green screen trellis.

• In addition, less expensive, and less durable materials would be used, such as carpet instead of a highly durable concrete floor, and shingles instead of a metal roof.

• While some of these items could be added later, when more money becomes available, other items are integral to the construction, and can’t be changed without major intrusion into the building.

The Minimal Project Requirements

• The Minimal Project can be built at a cost of $4.82 million, the amount currently available

• In the future, additional funds will be needed to complete the second story, furnish the kitchen, purchase furniture and construct the stairway to UCSD and the Memorial Garden.

The Campus Project Oversight Team and the Finance Committee recommend the Modified Plan, because it provides a fully usable building without incurring an excessive amount of additional debt.

The agenda item for the special congregational meeting is the following recommended resolution:

“Be it resolved that the Congregation of First U.U. Church of San Diego approves a five million, three hundred ninety thousand dollar ($5,390,000) budget on the Bard Hall construction project, and authorizes combined funding of congregational gifts, loans and/or bank bridge loans of additional debt not to exceed six hundred thousand dollars ($600,000).”

Please vote:• At the special Congregational Meeting January 30th,

• Or by absentee ballot, available from the church office starting January 26th