Guide

Creating a new project

To create a new project, you will need to log in, or change your role to, Managing Trustee.

The Add New Project link can be found on the left of your home page beneath the Project Management heading.

If you do not see Add New Project then you do not have the appropriate permissions. Please contact your Superintendent to get these permissions added to your account. (Superintendents: instructs for adding permissions can be found on the Managing Users section of the Help and Guidance).

Having clicked the Add New Project link you will need to select the name of the trustees which you represent from the Select Church or Select Trustees drop down menu.

The Project Title field enables you to give a concise definition of the project e.g. New Heating System or Sale of Land. The following Description field requires a more detailed description of the work involved in the project.

The Project Activities section enables the user to specify the type of project. Users can choose from a number of types on the Select Project Type drop down menu. It is the Project Activity which activates the relevant tabs of the website required for your particular project so it is important that you choose correct types.

All projects include the Project Summary and Project Purpose tabs. You will find below a list of project types, examples of projects and the additional tabs which will be activated on the website with each activity.

Activity Type
Project Examples
Other Tabs Activated on Project

Alteration/Repair

New heating system, Window repairs, Refurbishment of hall, Redecoration, Major redevelopment, Re-ordering worship area etc

Additional Details

Demolition

Demolition of outdoor toilet block, Demolition of chapel etc

Additional Details, Demolition

Taking an Easement

Taking an easement to provide access to rear of premises over adjacent neighbour's land etc

Easement

Granting an Easement

Granting an easement to neighbours

Easement

Extention

Extension to provide new multi-purpose community hall, small extension to provide accessible toilets, new entrance porch etc

Additional Details

External Works

Exterior repainting, Roof repairs, Creation of community garden, Installation of solar panels etc

Additional Details

Lease From

Lease of residential property to house new lay worker, Taking lease of cafe.

Lease

Lease To

Lease renewal of schoolroom to Preschool, Leasing Manse etc

Lease

New Build

New Ecumenical Church Building

Additional Detials

Other

Feasibility study, Initial architect's fees etc

None

Purchase

Purchase of new manse, Purchase of land to extend car park etc

Purchase

Sale

Sale of chapel and land, Sale of Manse, Sale of Strip of Land etc

Sale

Sharing Agreement

Sharing agreement for Methodist church to share Parish Church building, Sharing agreement for Parish Church to share Methodist premises etc

Sharing

*There is a further tab called Grant Info which is activated when the proposed funding package includes External Grant, Landfill (via TMCP) or Fund for Property. It is assumed that the proposed funding package is input at an early stage and the managing trustees may require help in locating possible sources of funding for the project. The Grant Info form enables managing trustees to provide information which will help them think about the need for their project (a particularly useful exercise if the church intends to apply for external grants) and gives the Connexional Fundraising Officer and the Connexional Landfill Grants Officer a basis for funding research if it is requested.

A project can have more than one activity (such as Alteration/Repair and External Works) but it is important to note that the following activities cannot co-exist in the same project — separate projects will be required:

  • Sale
  • Lease To
  • Lease From
  • Purchase
  • Easement To
  • Easement From

Likewise if you are selling part of your property in order to redevelop the other part, you will need to log two separate projects, one for the sale and a second for the redevelopment.

After selecting the project type from the drop down menu you then need to select the property which your project is associated with. The Add New Project wizard guides you through all the necessary steps required to create your project. You will find that you will be asked to answer different questions depending on the project type you select in the Project Activities section.

Clicking the Create New Project button creates the project and gives you a Project ID which you will find in the Project Details list on the left of the page.

Once a project has been created managing trustees are able to revisit it and add information as many times as they wish before completing the managing trustee authorisation. It is good idea for managing trustees to create their project at an early stage so they do not have to rush the process. They should have time to consider and collate all the information required. While the information is normally input by one person this does not mean that they should be entirely responsible for writing it.

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