1. First Unitarian Universalist Church of San Diego Campus Renovation Project Construction Budget Options January, 2011

2. 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.

3. 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

4. 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

5. Recent History Sept. 2009-Jan. 2011Delays 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

6. Recent Developments $2 million loan has been secured at 5.3% A Development Permit hearing is scheduled for January 26 th, 2011 Building permits should be secured by early March, 2011

7. Main Reasons for Cost Overruns Additional permitting requirements: $100,000 Additional time securing permits: $100,000 Additional driveway requirements: $250,000

8. What Are We Paying For?

9. 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

10. 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

11. Architects Rendering Looking southwest from sidewalk

12. Side-by-Side Comparison

13. FUNDING

14. 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.

15. 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

16. 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.

17. 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.

18. 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.

19. 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

20. 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.

21. 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.

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

23. 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

24. 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 cant be changed without major intrusion into the building.

25. 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.

26. 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.

27. 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).

28. Please vote: At the special Congregational Meeting January 30 th, Or by absentee ballot, available from the church office starting January 26th