Capital Planning Spreadsheet

Home Discussion Board Real Estate Capital Planning Spreadsheet

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    Paul Connery

    I am looking to see if someone has created a spreadsheet that can be used to develop a long term capital plan.

    Jennifer Hunter

    Hi Paul,
    In our last fiscal year, we implemented a “stoplight” process for planning our capital budget needs. I would be happy to share the spreadsheet with you. Send me your email if you get a minute.
    Jennifer Hunter

    Janis K Balentine

    Yes, I have one I’ve been using for years. I’ll attach it.

    Janis Balentine

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    I have taken the spreadsheet concept a step further and developed a database program that calculates replacement costs, and dates and then gives you an itemized report, with summary for each building in your organization. It is currently being used through out the local diocese, and some non catholic facilities. If you send me your email address I will further describe the program, and furnish references.

    Robert Wright

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