Town managers and finance officers

Which town or county is the plan for?

Free checklist and table layout for a five-year capital improvement plan: projects, cost by year, funding sources and the annual update.

  • Free to read
  • No sign-up until the draft
  • Hands off to the right door
BUILDINGWORK AREASTOREEXIT

ePlan fills in

  • Population
  • Public facilities
  • Flood zones

How it works

Five-year capital improvement plan checklist, from one answer

  1. Enter your town and list the projects.
  2. ePlan lays them out by year with funding and flags public facilities in flood zones.
  3. Read the checklist free. Planning for emergencies too? Start your emergency operations plan.

What you get

Five-year capital improvement plan checklist and 2 more documents

The check is free. The paperwork after it is drafted at the Emergency operations plan door.

The first draft

Five-year capital improvement plan checklist (free)

  1. Project list and priorities
  2. Cost by year
  3. Funding source by project
  4. Operating and maintenance impact
  5. Annual review and adoption
  6. Link to the comprehensive plan

Modeled on: GFOA best practice, Multi-Year Capital Planning

Next · 2

Emergency operations plan (paid)

  1. Base plan
  2. Critical facilities
  3. Annexes
Next · 3

Grant application narrative

  1. Need
  2. Project
  3. Budget and match

From public data

What ePlan fills in, and from where

5 years

is the minimum period a Florida local government's capital improvements schedule must cover, with a review every year
Source: Fla. Stat. 163.3177(3)

Ready for the paperwork?

Draft an emergency operations plan and continuity plan for a small county, town, district or tribe, in FEMA's CPG 101 structure. Free to read.

Emergency operations plan →

Questions

Capital Improvement Plan Template: what people ask

How many years should a capital improvement plan cover?

GFOA says a multi-year capital plan should cover a period of five to 25 years or more, and should identify needs, set each project's scope and cost, detail funding by source, and project future operating and maintenance costs.

Source: gfoa.org

Is a capital plan required by law?

In some states. Florida's comprehensive plans must include a capital improvements element covering at least five years, with estimated costs, timing, general location and projected revenue sources, reviewed annually. Updates to the schedule can be made by ordinance.

Source: flsenate.gov

Can I start from a spreadsheet?

Yes. List each project with its cost by year and funding source; GFOA recommends also projecting each project's future operating and maintenance costs, so the plan shows what each asset will cost over its life, not just to build.

Source: gfoa.org

The rules this door follows