During the course of planning projects, the Capital Planning Office is involved with several planning tasks which ultimately define the projects: needs assessment, feasibility studies, initial project formulation and programming, project planning guide development, funding plan development, and special projects.
Capital Planning prepares needs assessments that translate academic or departmental initiatives into potential space or facilities needs.
Capital Planning prepares feasibility studies to develop options and identify potential project risks. This could include identifying key site, utility and building relationships; preliminary space programming requirements; and accessibility, building systems, and environmental and community issues.
For larger scale projects, Capital Planning will develop a preliminary project scope, a benchmark budget, and desired schedule, as well as alternative and preferred concept options. For specific major capital projects, Capital Planning may further develop the space program for a preferred option by conducting client and/or user interviews, and establishing and evaluating space data.
Capital Planning is responsible for coordinating the preparation and approval of Project Planning Guides (or PPGs) which are documents that describe scope, budget, funding and schedule for all capital projects greater than $400,000.
For projects initiated by campus-based clients, the assigned CPFM project manager will notify Capital Planning that a project will exceed $400,000 and require a PPG. Capital Planning will issue a Client Letter (PDF file) to the client and the project manager requesting materials that will be required to complete the PPG. For a sample of an approved Client-initiated Project Planning Guide, click on Approved Project Planning Guide (PPG) (PDF file).
Project managers can find guidelines on preparing capital improvement budgets (CIB) and project schedules by going to the UCOP Budget guideline website.
A Client, working with the Budget and Resource Management Office and the Capital Planning unit, will develop a funding plan for the project.
Capital Planning may initiate special projects, such as site acquisition, lease purchase or creative financing arrangements, in collaboration with Budget and Resource Management, Real Estate, and the Office of the President.
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