PowerPoint Presentation

Contracts 101Pre Workshop Presentation

1IntroductionProperty Management exists to provide guidance and leadership onConstruction projectsPreventive and corrective maintenance issuesThe purchase, sale, and lease of buildingsTodays focus: setting up projects under a contractMost of the work we do in property managementWe want to set up projects as best as we can to protect your parish and the Archdiocese.Self insurance makes this importantClear scopes help both sidesNo preferred contractors, so setup is especially important

The Magic NumberContract amounts under $25,000 do not require our involvement or the Archbishops signature.Contract amounts over $25,000 require the Archbishops signature on the contract and our involvement helping you prepare the contract.If it is under $25k, we are still more than willing to help you prepare the contract.

Contract Process for >$25k

WebsiteResource for contracts, guidance, and contactsContinually growinghttp://www.catholiccincinnati.org/ministries-offices/property-management/

Standard ContractDeveloped a suite of standardized contractsConstruction ProjectsService AgreementsOn websiteUse our standard contract if possibleThey provide terms and conditions to help protect your parish contractuallyIndemnityLimit Change Orders within the scopeProvide minimum insurance levelsAddress lead and asbestos concernsDont use the standard contractProjects requiring both architects and general contractorsVery large construction contracts (i.e. new church)Modified AIA documents prepared by our attorneys will be used insteadUnique contract situations?We defer to our attorneys remarks to complete the contract.

The Standard Contract IdeaFill in-able and savable .pdfBasic information like names, dates, and costs are filled in on first few pages.Contractors proposal is included in Exhibit A and is the Scope of Work.The contract nullifies any terms other than those in this contract.

The Standard Contract SuiteContract To Perform Work (revised)Used for most construction projects. Contract To Perform Work short formUsed for small construction projects (under $10,000). Change OrderUsed when the contract scope changes from the original. Service AgreementUsed for contractors who provide property related service calls to your institution or who provide ongoing property services to your institution. Emergency Service AgreementUsed for situations where emergency property work must completed. This involves insurance claims and is the form that our insurance representative, Paul Kenkel, will use when he visits your site to assess emergency work. Professional Services AgreementUsed when hiring out professional services (i.e. architectural or engineering).

Items Required For Contract To Do WorkMinimum Insurance coverageWorkers Comp in Ohio$1,000,000/occurrence, $2,000,000 aggregate automobile and general liability$1,000,000 Professional liability (if professional services incl.)Limitation of liability no less than liability insurance limitsAdditional Insured RiderInstallation Floater/Builders RiskAHERA form for school projectsVery detailed proposal, with products specifiedPrice (Not To Exceed preferred)Service DatesWarranty InformationPayment ScheduleFinance Office and sometimes Worship Office approval

Help!!You dont have to remember all of this. That is why we are here. We will help you complete the contracts correctly.Just remember to contact us when you do have a project, so we can set it up for you.

Jeff Bohrer, M.S., P.E.Directorjbohrer@catholiccincinnati.org 1436 Needmore Road Dayton, OH 45414 Phone: 513-421-3131 ext. 6602

Karen RolfeAdministrative Assistantkrolfe@catholiccincinnati.orgPhone: 513-421-3131 ext. 5048