St. Andrew’s Episcopal Church – 2022 Capital Campaign

Annual Parish Meeting Report

Executive Summary

Fund raising activities commenced in January of 2022 with a total target for pledges set at $2.0 mln. The fund-raising phase wrapped up in June, with a total of pledges received of approximately $2.6 mln. In July, the project execution team was formed and kicked off with a Vestry approved charter. The team is organized into 3 sub-teams – Interior Space Upgrades, Exterior Space Upgrades, and the Sanctuary Organ Replacement. The team has been meeting monthly since July to define each scope item – objective, known scope, and rough estimate of cost. To date, there are some 38 individual projects, of which 22 have completed Phase 1 (scope definition), the remaining 16 are in progress. It is planned to complete Phase 2 (ready to execute) for all items by April of 2023. That is surely a challenge. In the meantime, we are looking for quick win opportunities. To date, of the $2.6 mln in pledges, $735K has been received, and there is $575K cash on hand. Organization and Process A team charter was drafted in July that named the team members, leader, and governance – that is the boundary conditions on how the team will function and how the team will interact and engage with the Church existing structures, primarily the Vestry. All St. Andrew’s By-Laws and those of the Episcopal Diocese of Texas (EDOT) apply and will be followed. Ultimately, the Vestry reviewed and approved the team charter in August. Next a work process was developed to align and understand how each scope item would be defined and ultimately approved and executed. This also was reviewed and approved by the Vestry. As part of the work process, a Prioritization Matrix was developed and supported to aid in ranking the projects, as we will always have more appetite than funds to execute. This matrix dimensions include how each project was ranked by the Property Committee (primarily), as well as complexity (ease of execution, cost, and time). The Teams are comprised as follows:

Project Team – David Rennie (team leader), Catherine Runner, Jerry Gallagher, Adrienne Allie, Doug Pecore, John Kirk, Jimmy Grace, Jamie Martin-Currie, Frank Guevara, Mary Eyuboglu

Interior Spaces Sub-Team – Catherine Runner and Jerry Gallagher (co sub-team leads), DeAnna Bosch (altar guild focus), Michael Bosch (kitchen focus), Stephen McCormick (St. Andrew’s House focus), Terri Hoever (St. Andrew’s House focus), Mary Eyuboglu.

Exterior Spaces Sub-Team – Adrienne Allie (sub-team lead), Doug Pecore, Eric Reed, Dianne Yeomans, Peta Williams

Organ Replacement Sub-Team - John Kirk (sub-team lead), Elspeth Hixon, Bruce Banta-Guevara, Kevin Stevens, Jimmy Grace, Michael Mergens, David Rennie, Gillian Steinhauer.

It is intended, at least for the front end of the project, that the Junior Warden (Catherine Runner) and the Senior Warden (Doug Pecore) will sit on the Project Team as a direct representatives of the Vestry and of the congregation. As we move into 2023, both Catherine and Doug will remain on the team for continuity purposes and Mary Eyuboglu has been added as the new Senior Warden. Both the Junior and Senior Warden approve each scope item before it goes to the Vestry for final authorization to proceed.

Each sub-team has held “sensing” meeting with key stakeholders from the congregation for each scope item to align on objectives and scope definition. Finally, the project team is striving to organize the execution of the scope items to minimize or eliminate any regret work, and maximize execution efficiency (for example, bundling related scope items together).

Finances

To date, of the $2.6 mln in pledges, $735K has been received, and there is $575K cash on hand. Over the first seven months of receipts and through January 2023, we are averaging approximately $85K in receipts per month. By April of 2023, when we hope to be ready to start releasing projects for physical construction, we expect to have received nearly $900K on hand of the $2.6 mln pledged. It is expected that there will not be enough funding to execute every project as currently detailed. As a result, choiceswill be made using the prioritization matrix and ultimately the Vestry will make the final decision on which projects will proceed to execution phase.