A message from AIA The UC Project Management

A message from AIA 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 (emily. montan@ucop. edu). 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 presentation.

TGIF @ 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 2

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

Life-cycle of a Fund C Referrendum campaign Idea Student vote University approval I Implementation Operation Focus = nuts and bolts Renewal? Sunset 4

General lessons C I 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 5

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

The referendum contract C I 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 7

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 emails Chalking / posting flyers Endorsements C 8

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

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! I Grant coordinator will help with this 10

I 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 Decide Read Discard 11

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

You are not alone C I Get help from Funds at other schools! Image from: <http: //www. worstpreviews. com/images/walle. jpg> 13

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

Questions? John Stanley MS, Energy and Resources (2008) TGIF campaign steering committee (2006 -2007) Chair, TGIF (2007 -2008) UC Berkeley email: aaarstan at hotmail dot com phone: 510 -926 -2547 15

Backup slides 16

UC Berkeley's TGIF Visit - http: //tgif. berkeley. edu 17

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

2007 -2008 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 19

Questions? This concludes the American Institute of Architects Continuing Education Systems Program. John Stanley / MS, Energy and Resources (2008) / UC Berkeley email: aaarstan at hotmail dot com phone: 510 -926 -2547