Steps in Project Organization
Review the Procedures and Guidelines for Building Program and Houses of Worship Revolving Fund (HWRF) Loan
Assemble a group of congregational members to form a building committee to work directly with Legal Services, the architect, and general contractor.
Prepare and forward a letter of intent to Legal Services and mission center officers for the proposed building project. (See Procedures and Guidelines for information needed in the letter of intent.) The letter of intent can be part of the HWRF loan application.
Steps in Preliminary Planning
If an architect is being used, interview multiple architect candidates and select one.
Submit the architect’s contract to Legal Services for review prior to signing.
Schedule periodic updates for the congregation, Legal Services, and mission center officers, as planning progresses.
Secure congregational approval when the preliminary planning is complete.
Forward preliminary plans to Legal Services and mission center officers for review and approval.
Steps in Preliminary Financing Plan
Determine the cost estimate of the project in consultation with the architect.
Determine the resources available to complete the project (cash on hand, property to be sold, affiliate pool accounts). If an HWRF loan is needed, contact Legal Services to discuss current loan policies and to receive a loan application.
Begin planning for a capital campaign, if needed.
Project approval can often be given at this stage, subject to satisfactory completion of subsequent requirements.
Steps in Detailed Construction Planning
Authorize architect to proceed with construction drawings when congregation is confident the project is within their means and all required approvals are in place.
Review the Insurance and Bonding Requirements section for limits and requirements and provide a copy to potential contractors.
Review bids and interview multiple contractors to serve as general contractor, with the assistance of the Architect.
Select contractor and verify that contractor can satisfy World Church insurance and bonding requirements.
Request preparation/review of construction contract by Legal Services.
Obtain project approval before the construction contract is signed.
Steps in Finalizing the Financing Plan
Determine the final cost estimate of the project based on contractor bids and in consultation with the architect. In addition to contractor’s bid, be sure to consider additional amounts for contingencies and change orders, as well as other work not performed by the general contractor such as landscaping, paving, furnishings, signage, etc.
Review again the resources available to the congregation to complete the project including cash on hand, property to be sold, capital campaign, and affiliate pool accounts. If a loan will be needed, contact Legal Services to discuss current loan policies and to complete a loan application.