Local Government and School Accountability

Capital Planning and Budgeting

A Tutorial for Local Government Officials

Module 1 - The Capital Improvement Plan

• Benefits of Capital Planning
• Who to Involve
• Factors to Consider
• Setting Goals
• Developing a Comprehensive Policy
• Conducting a Capital Assets Inventory
  • Assets Inventory: Information to Capture
  • Sample Inventory Sheet [pdf]
• Needs Assessment
  • Assets Inventory: Developing Criteria
    • Criteria List
    • Sample Form [pdf]
  • Assets Inventory: Weighting Criteria
    • Spreadsheet [.xls]
  • Assets Inventory: Applying Ratings
  • Assets Inventory: Assigning Scores
• Creating the Capital Improvement Plan
  • Sample Plan [pdf]

Benefits of Capital Planning

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