Getting to know the “new” guy Property Management Getting to know the “new” guy -Jeff Bohrer, M.S., P.E. Archdiocese of Cincinnati Director of Property Management and Real Estate

Background Bachelor of Civil Engineering from U.D. M.S. in Civil Engineering from Colorado State P.E. Civil Engineering Project Manager Back to U.D. for teacher certification Physics and Renewable Energy Teacher Seven years of energy efficiency and renewable energy experience Energy Efficiency Project Manager And now: Director of Property Management and Real Estate Background

Interests John Denver Biking and hiking Teaching Being passionate and energetic Energy efficiency and renewable energy Carroll Project House Volt Interests

Here and There Grew up in Ashland, Ohio (Cleveland Diocese) In college I moved around a lot, met my amazing wife, and eventually settled down in Dayton. Dayton office is my headquarters Family of four Queen of Apostles Community Here and There

Some of My Responsibilities Help parishes and schools with the building process Advise and recommend Guide (through AoC requirements for project approval) Visit during construction Be a look out for parishes and schools Client favorable contracts Liability Looking over project proposals to help ensure the project is in line Protect our families and children by making sure lead and asbestos concerns are adequately addressed Some of My Responsibilities

Some of My Responsibilities Provide contractor/vendor suggestions Make site visits, assessments, and presentations Promote energy efficiency and sustainable practices Energy audits and energy project implementation Recycling Green certification Construction projects Help save money for archdiocese and parishes Energy efficiency Rebidding Contracts Competitive bidding process Not to Exceed and GMP contracts Some of My Responsibilities

My Pledge to You Be responsive Return phone calls and emails within three days (most of the time!) Treat you with dignity and respect and demonstrate a willingness to work together Help you explore different avenues if original plan is not feasible My Pledge to You

I have learned in my time here that there is some confusion on the proper procedure for initiating and completing projects related to real property. I am working on drafting for review by the Archbishop a summary of our current building procedures. This will take much time and committee work to get acceptance for official publication. In the meantime, I would kindly ask that you contact me for all of your planned construction projects, so that I can help start you in the right direction, help make sure the contracts adequately protect you, and see that the contracts are signed by the appropriate authority. The Building Process

Some Important Construction Policies to Note Contracts Either use of a standard contract or a no-cost review of the proposed contract by our attorneys is required. Project Cost If project is under $25,000, Archbishop does not need to sign the contract but our standard contract should be used. If project is over $25,000, Archbishop does need to sign the contract, and Rich Kelly and myself need contacted for approval at the start of the project. Some Important Construction Policies to Note

Some Important Construction Policies to Note Volunteers Volunteers are a tricky thing and unless the work is something simple, volunteers generally can’t be used for construction projects due to liability concerns. Finances The Archdiocese stopped loaning money in 2006. In general for financial approval, all funds in cash must be available. If they are not, 50% must be available and the other 50% must come from a capital campaign. Some Important Construction Policies to Note

Some Important Construction Policies to Note Unions All new construction and renovation projects over $1,000,000 must be union contractors. Renovation projects under $1,000,000 may use non-union contractors. Exceptions to union requirements: If it can be demonstrated that union labor is difficult to find in the area. The work will be performed by a parishioner contractor. Some Important Construction Policies to Note

Some Important Real Estate Notes For sale, purchase, and lease, contact me for appropriate procedure. For sales, the Chancellor, the Archdiocesan Finance Council, the College of Consultors, and the Archbishop must approve. Also for sales, two appraisals will be required. The Archbishop is the only one who can sign any sort of contract, including realtor agreements. There is no single “official” Archdiocesan realtor. Some Important Real Estate Notes

Property Management Website Current Contact information Asbestos Training Info Standard contract suite with instructions AHERA document for school construction Future Photo gallery with project reference listings Virtual warehouse Brown bags Service organizations links related to property http://www.catholiccincinnati.org/ministries- offices/property-management/ Property Management Website

Thank You! Jeff Bohrer, M.S., P.E. Director of Property Management and Real Estate 513-421-3131 x6602 jbohrer@catholiccincinnati.org http://www.catholiccincinnati.org/ministries- offices/property-management/ Thank You!