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Local Government and School Accountability

Capital Planning and Budgeting

A Tutorial for Local Government Officials

Module 1 - The Capital Improvement Plan

Assets Inventory: Developing Criteria

Criteria for capital acquisitions are largely dependent on the goals and objectives established in the master or strategic plan and other planning by the local government.

The selection of criteria should be clearly defined in a policy document which should list, define and rank each criterion. This information should be shared with department heads and others involved in submitting capital project requests.

  Check out the criteria listing.

Once the planners finalize the criteria on which a project will be judged and have shared this with department heads, capital project and acquisition requests can be submitted by the departments to the planner, along with information on the degree to which each criterion is met.

Using a capital acquisitions request form will ensure that requests include all necessary information. We have provided a sample form [pdf], which may be tailored to meet the specific information needs of the local government.

The capital planner should initially review requests to determine that they contain all the required information and substantiate the facts contained in the request prior to submission to the governing board for review. Then, the board can evaluate the submissions and begin their prioritization.

  Next: Weighting Criteria