350x Filetype XLSX File size 0.12 MB Source: www.bchousing.org
Simplified Capital Planning Worksheet
Version 1.0
General Information on Using the Simplified Capital Planning Worksheet
Overview: The Simplified Capital Planning Worksheet uses the three key capital planning components to help you organize and plan for upcoming
capital projects that are needed to maintain and extend the life of your building. The three key components include: list of capital projects,
project cost and project schedule. The worksheet spans a 25-year period because most major building components will require repairs or
replacement within this period. When using the worksheet, do not change the blue or green cells. These cells display headings or calculation
outputs.
Getting Started: start by entering the bulding name (cell C3), the date when this capital plan (cell C4) was created and the year the capital plan
starts (cell C5).
Project Name (Column B): Enter a project name. For example, "Rear Window Replacment"
Project Description (Column C): Enter project details which can include specific information on where the project is happening, the project
process and details on the building system/equipment. For example, "Replace windows on the rear elevation. Inspect and repair window opening
if necessary. Replace windows with high-efficiency units eligible for incentives. Project cost estimate based on quote from ABC Contractor."
Project Cost (Column D): To minimize scrolling left and right, Column D displays the project cost you entered within the project row.
Simplified Capital Planning Worksheet co-developed with BC Non-Profit Housing Association
Simplified Capital Planning Worksheet
Building name
Date created or updated
First year of Plan
Opening Balance
Do not change blue or green cells
Project Name Project Description
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