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CAPITAL IMPROVEMENT PLANNING MANUAL FORMS AND INSTRUCTIONS AUGUST 2016PREPARED BY: DLS Technical Assistance Bureau 100 Cambridge Street, Boston, MA 02114 www.mass.gov/dlsINTRODUCTION The Technical
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How to fill out capital improvement planning manual

01
Start by reading the capital improvement planning manual thoroughly to understand its purpose and requirements.
02
Review the project evaluation criteria outlined in the manual to ensure your proposed capital improvements meet the necessary standards.
03
Collect all relevant data and information related to the capital projects you are planning to include in the manual.
04
Document the scope, budget, timeline, and expected outcomes for each capital improvement project.
05
Use the provided templates or guidelines to structure the manual and include all necessary sections such as an executive summary, project descriptions, financial analysis, and implementation plan.
06
Review and revise the draft manual to ensure accuracy, completeness, and clarity.
07
Seek feedback and input from key stakeholders such as finance departments, planning committees, and executive management.
08
Once finalized, distribute the capital improvement planning manual to relevant departments, budget officers, and decision-makers who will be involved in the approval process.
09
Maintain regular communication with stakeholders to address any questions or concerns that may arise during the planning and implementation phases.
10
Periodically update the capital improvement planning manual to reflect changes in project priorities, funding availability, or organizational goals.

Who needs capital improvement planning manual?

01
Government agencies and departments responsible for infrastructure development and maintenance.
02
Private corporations or organizations that manage large-scale construction projects.
03
Municipalities and local authorities tasked with planning and managing community development.
04
Financial institutions or lenders involved in funding capital projects.
05
Consultants or professionals specialized in capital planning and project management.
06
Non-profit organizations or foundations engaged in community improvement initiatives.
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The capital improvement planning manual is a guide that outlines a municipality's plans for future major projects and investments.
Municipalities or local government entities are typically required to file a capital improvement planning manual.
The manual can be filled out using the guidelines provided by the local government or municipality.
The purpose of the manual is to ensure that future major projects and investments are planned and budgeted for properly.
Information such as project descriptions, budgets, timelines, and funding sources must be reported on the manual.
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