The UC Project Management Institute is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this program will be reported to CES Records for AIA members. Certificates of Completion for non-AIA members are available upon request This program is registered with the AIA-CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods and services will be addressed at the conclusion of this A message from AIA

2 UC Berkeley Nuts and Bolts of Getting It Done John Stanley MS, Energy and Resources (2008) UC Berkeley UC/CSU/CCC Sustainability Conference August 1, 2008

3 TGIF 3-part anatomy of a Fund Student fees $$$ account Grant Making Committee Grant coordinator Projects Green campus Referendum contract Bylaws 1. Rules 2. People 3. Money "Parent" campus unit

4 Life-cycle of a Fund Idea Referrend- um campaign Student vote University approval Implement- ation OperationRenewal?Sunset Focus = nuts and bolts C I

5 General lessons Implementation is just as much as work as the referendum Build infrastructure for TGIF! Have a grant coordinator (university employee)‏ Also...  Start early  Have a leader  Think about where will TGIF live  Consider inflation  Get help from Funds at other schools CI

6 Infrastructure examples For campaign AND implementation  Web site  Google group / Google docs  FreeConference.com  lists (publicity)‏  spiel text For implementation  Grant application  Grant evaluation procedures  Committee applications?  Info session scripts  Grant coordinator job description  University scheduling system access CI

7 The referendum contract Referendum contract IS NOT the Bylaws  Referendum = "contract" = what students vote on  Bylaws = all other rules Can't change contract without re-vote Keep referendum short and simple!  Do NOT put all Bylaws in the referendum  You will need to amend these eventually CI

8 Learn the campaign rules Breaking rules can break your campaign Opponents make you run a tight ship Example rules  Is a campaign a "candidate?"  Campaign budget limits  Sending mass s  Chalking / posting flyers  Endorsements C

9 The Grant Coordinator 1/2 FTE Institutional memory!  Maintain archives  Orient committee each year Project management  Keep the books (audits!)  Project follow-up  Formulate + execute strategic plans ~$30 k for salary + benefits (varies) CI

10 Preserve your knowledge Don't re-learn the same thing every year Examples  Grant selection process  University money-handling procedures  Committee recruitment contacts  Publicity mailing lists  User-names and passwords! Grant coordinator will help with this I

11 Grant evaluation tips (1) Read – meet – read – meet - decide Divvy up first round of readings  Not everybody needs to read every application Read Meet Read Discard MeetDecide I

12 Grant evaluation tips (2) Interactive meetings work well  Move poker chips around a board to vote! Have special chips for facilities "red flags" You can negotiate project changes I

13 You are not alone Get help from Funds at other schools! CI Image from:

14 Thanks UC / CSU / CCC UC Berkeley TGIF campaign team TGIF Grant Making Committee ASUC-Auxiliary at UC Berkeley

15 Questions? John Stanley MS, Energy and Resources (2008) TGIF campaign steering committee ( ) Chair, TGIF ( ) UC Berkeley aaarstan at hotmail dot com phone:

16 Backup slides

17 UC Berkeley's TGIF Visit -

18 Committee UC Berkeley Students  ASUC  GA  CACS  At-large CSF (non-voting)‏ Non students  Facilities  Administration  Faculty

accomplishments Implementation successful! Received 28 grant applications ($1.2 million) Awarded 9 grants (~$170 k) Sample projects  Campus energy use dashboard  Jump-starting the campus sustainability office  Strawberry creek restoration Hired grant coordinator Won campus sustainability award

This concludes the American Institute of Architects Continuing Education Systems Program. John Stanley / MS, Energy and Resources (2008) / UC Berkeley aaarstan at hotmail dot com phone: Questions?