1. Imagine Our Future: Five Year Strategic Plan Congregational Strategic Plan Development Facilities Meeting April 26, 2010 Congregational Strategic Plan Development Facilities Meeting April 26, 2010

2. Opening Rev. Alison Miller

3. Lets Get Going! Margaret Ng, Facilitator

4. Agenda 7:00 pm to 9:00 pm  Opening  Getting Started/Ground Rules  Vision and Purpose of the Meeting  Facilities Goals and Options  What are our choices?  What would it cost?  Instructions for Small Group Discussions  Small Groups Capture Reactions and What’s Missing  Coming Together and Sharing Input  Next Steps  Closing  Opening  Getting Started/Ground Rules  Vision and Purpose of the Meeting  Facilities Goals and Options  What are our choices?  What would it cost?  Instructions for Small Group Discussions  Small Groups Capture Reactions and What’s Missing  Coming Together and Sharing Input  Next Steps  Closing

5. Getting Started  The facilitator’s role  Today’s design  Hold questions from presentation until break-outs  Panel structure for debrief  The facilitator’s role  Today’s design  Hold questions from presentation until break-outs  Panel structure for debrief

6. “Right Relationship”  We are a passionate, caring group of individuals and as such, we may not always agree. Remember that conflict, if any, should be with ideas and not individuals, so please keep your comments focused on the idea you disagree with and not the person who said it. Assume that everyone here is well intentioned even when you disagree with them.  Speak from the "I" place.  Listen to other's ideas with respect.  Step up, Step back  We are a passionate, caring group of individuals and as such, we may not always agree. Remember that conflict, if any, should be with ideas and not individuals, so please keep your comments focused on the idea you disagree with and not the person who said it. Assume that everyone here is well intentioned even when you disagree with them.  Speak from the "I" place.  Listen to other's ideas with respect.  Step up, Step back

7. Coming Up To Speed Karen Dinsmore, SPTF Co-Chair

8. Recent Activities  November: Imagination Sessions, 6 Priority Areas  Community, Caring, Connections  Spiritual Growth and Exploration  Lifespan Religious Education  Sharing our Values in the Community  Leadership and Stewardship  Facilities  March: Vision, Goals and Recommendations in 5 Areas  Slides on Web and in Library  November: Imagination Sessions, 6 Priority Areas  Community, Caring, Connections  Spiritual Growth and Exploration  Lifespan Religious Education  Sharing our Values in the Community  Leadership and Stewardship  Facilities  March: Vision, Goals and Recommendations in 5 Areas  Slides on Web and in Library

9. Vision Statement  We are a dynamic congregation, growing in spirit, community, numbers, and impact seeking to transform ourselves and the world beyond us.

10. Goal Statements  Community, Caring, Connection  Use our sense of community to encourage growth and integration of new members.  Spiritual Growth and Exploration  Create worship, spiritual practices and growth experiences that offer inspiration and personal transformation  Life Span Religious Education  Create programs for all ages that deepen understanding of our UU teachings and how they transform our lives  Community, Caring, Connection  Use our sense of community to encourage growth and integration of new members.  Spiritual Growth and Exploration  Create worship, spiritual practices and growth experiences that offer inspiration and personal transformation  Life Span Religious Education  Create programs for all ages that deepen understanding of our UU teachings and how they transform our lives

11. Goal Statements Cont’d  Sharing our Values in the Larger Community  Expand outreach through focus. Achieve recognition in the larger community as agent for change and liberal religious voice  Leadership and Governance  Create infrastructures that support the mission of a growing “mid-sized” congregation.  Sharing our Values in the Larger Community  Expand outreach through focus. Achieve recognition in the larger community as agent for change and liberal religious voice  Leadership and Governance  Create infrastructures that support the mission of a growing “mid-sized” congregation.

12. Purpose of Today’s Session  Imagine how Facilities might support who we want to be  Imagine all possibilities; what are the congregation's options?  What do we need to know to determine feasibility of options?  Imagine which option is most exciting? What would it mean to own that choice?  Imagine how Facilities might support who we want to be  Imagine all possibilities; what are the congregation's options?  What do we need to know to determine feasibility of options?  Imagine which option is most exciting? What would it mean to own that choice?

13. The Heart of the Matter Steve Parker, SPTF Member

14. Facilities – Goal Statement  Support Mission and Vision  Enable our Growth Initiatives – adequate space  Worship  Life Span RE  Meetings and Functions  Administrative Offices  Welcoming, well-maintained, safe, clean  Support Mission and Vision  Enable our Growth Initiatives – adequate space  Worship  Life Span RE  Meetings and Functions  Administrative Offices  Welcoming, well-maintained, safe, clean

15. Basic Assumptions  Facilitate Growth Over 5-10 Year Period  Sanctuary Seating for 400-450 adults  RE Enrollment of 200+ Children  Location Convenient to Current Membership  ~10 mile radius of Morristown  For all Scenarios as Economically Feasible:  Green/Sustainable Building Concepts  Beautiful Finishes  Phased Implementation  Doing “nothing” is not an option  Facilitate Growth Over 5-10 Year Period  Sanctuary Seating for 400-450 adults  RE Enrollment of 200+ Children  Location Convenient to Current Membership  ~10 mile radius of Morristown  For all Scenarios as Economically Feasible:  Green/Sustainable Building Concepts  Beautiful Finishes  Phased Implementation  Doing “nothing” is not an option

16. The Three High Level Options  Option One: Stay, Renovate and Expand  Option Two: Buy Vacant Land and Build  Option Three: Buy Existing Building and Repurpose/Remodel  Option One: Stay, Renovate and Expand  Option Two: Buy Vacant Land and Build  Option Three: Buy Existing Building and Repurpose/Remodel

17. Potential Source of Funds  Capital Campaign - $1.0M - $1.6M  Sale of 21 Normandy Heights - $1.7M  Borrowing not an option  Grants – TBD – not assumed for today  Bottom Line Numbers:  Without Sale: $1.0M - $1.6M  With 2 sub-lot sales, add $600K  With Sale: $2.7M - $3.7M  Capital Campaign - $1.0M - $1.6M  Sale of 21 Normandy Heights - $1.7M  Borrowing not an option  Grants – TBD – not assumed for today  Bottom Line Numbers:  Without Sale: $1.0M - $1.6M  With 2 sub-lot sales, add $600K  With Sale: $2.7M - $3.7M

18. Limiting Factors  Seating for Sanctuary  Number/Size of RE Classrooms  Meet/Eat/Greet Space, esp. “Fellowship Hall”  Surfaced Parking Lot  Features of the “Perfect” Facility  Seating for Sanctuary  Number/Size of RE Classrooms  Meet/Eat/Greet Space, esp. “Fellowship Hall”  Surfaced Parking Lot  Features of the “Perfect” Facility

19. If a picture is worth 1000 words, then what are 15 pictures worth? Permits and Approvals  All our options will have approval issues  21 Normandy Heights is zoned “residential”  There are also some Deferred Maintenance, Code, Safety and Accessibility Issues  All our options will have approval issues  21 Normandy Heights is zoned “residential”  There are also some Deferred Maintenance, Code, Safety and Accessibility Issues

20. 100 Year Old Roof

21. Poured Concrete Structure in Need of Waterproof Roof

22. Failing Gutters, Falling Tiles

23. Leaking Gutter over Electrical Service

24. Downspouts Drain to Clogged Sumps and into Foundation

25. Rotting Doors and…

26. Windows

27. This Porch is…

28. Really Cracked and…

29. Rusted

30. Basement Uninhabitable

31. Refitting Through 18” Walls

32. Outdated Electrical Panels

33. RE in Public Space

34. Future Disaster

35. Option 1: Restore and Expand  Address Deferred maintenance  Add 150 parking spaces  New Building, 8-9000 sf  Add ~2400 sf RE space  Address Deferred maintenance  Add 150 parking spaces  New Building, 8-9000 sf  Add ~2400 sf RE space

36. Estimated Funds ($K) (Does not include Professional fees and some site work) Option 1: Estimated Cost

37. Option 2: Raw Land and Build  Timing: Immediate raw land purchase 4+ acres while markets low  Sell 21 Normandy Heights in future when markets recover & build then  Initial Building - ~8-9000 sf  Modular RE classrooms (also minister/admin?)  Timing: Immediate raw land purchase 4+ acres while markets low  Sell 21 Normandy Heights in future when markets recover & build then  Initial Building - ~8-9000 sf  Modular RE classrooms (also minister/admin?)

38. Estimated Funds ($K) (Does not include Professional fees and site work) Option 2: Estimated Cost

39. Option 3: Buy Building & Remodel  Locate existing office/industrial building and convert it to sanctuary and classroom space  Highly dependent on available properties  Most attractive if a “used” school or church came on the market.  Locate existing office/industrial building and convert it to sanctuary and classroom space  Highly dependent on available properties  Most attractive if a “used” school or church came on the market.

40. Essex School

41. Essex School’s Gym

42. Abundant Life Worship Center

43. Small Group Discussion Margaret Ng, Facilitator

44. Instructions for Small Group Discussions  Share Ideas / Initial Thoughts  Opportunity to “Process” a large amount of data  Function of “big notes” and flip charts  What additional information do you need?  What initial feedback do you have on both the topic and for the SPTF?  Share Ideas / Initial Thoughts  Opportunity to “Process” a large amount of data  Function of “big notes” and flip charts  What additional information do you need?  What initial feedback do you have on both the topic and for the SPTF?

45. Coming Back Together Margaret Ng, Facilitator

46. Coming Together and Sharing Input  Brief report-out of small groups  What feedback/questions do you have for the panel?  Brief report-out of small groups  What feedback/questions do you have for the panel?

47. Next Steps Karen Dinsmore, SPTF Co-Chair

48. Closing Rev. Alison Miller