Topic specific documents, forms, and templates are available for download and included at the bottom of the page for your convenience. These files are also available for download in the comprehensive Document Guide.

This site is dedicated to capital budget topics and resources, including links to various presentations, reports, request documentation, and information relative to each biennium. The biennial capital plan publication, biennial planning timeline and schedules, capital funding sources tree, instructional guides, and reference materials resources are located and organized here. 

Biennially, each state agency is required to submit a capital budget request within the context of a long-range plan to the Department of Administration. The UW System process for developing its Capital Budget and long-range plan recommendations is based on planning models common throughout higher education. The UW System capital planning involves:

  • identification of building conditions, program needs, space adequacy, and utilization
  • evaluation of alternatives and prioritization of space and program needs
  • development of six-year capital plans by each UW institution

Capital Planning and Budget evaluates and prioritizes institutional requests based on Regent-approved evaluation criteria. The evaluation, coupled with anticipated funding, is developed into a single, systemwide capital plan for three biennia. The Board of Regents submits a biennial budget request based on the capital plan recommendations.

Developing an agency-wide capital plan allows the Board of Regents, the Department of Administration, and the Legislature to better understand and manage educational facility needs. However, the capital plan is a point-in-time reference, and remains flexible to accommodate future adjustments such as increasing or decreasing funding levels or program changes.

Workshops Calendar

Planning Workshops Calendar (2021-27)

2019-21 Planning Timeline

UW System 2019-21 Capital Budget Planning Timeline (Revised 08/14/2017)

2021-27 Workshops Schedule

Planning Workshops Schedule (2021-27)

2021-23 Planning Timeline

Capital Budget Timeline (2021-27)

Template

Capital Project Request (CPR)

Document Details

Capital Project Request (CPR)

Description:  Universal project request document for all capital project types (All Agency, Instructional Space, Minor, Major, and UW Managed).

Purpose:  Describes project intent, scope, justification, budget estimate, schedule, and design consultant requirements for maintenance and repair, remodeling, renovation, and/or new construction valued at $300,000 or more. Posted to UWSA or WisBUILD websites to advertise for professional design consultants. Used as source documentation and basis for Agency Request document advanced to the Board of Regents (BOR) and State Building Commission (SBC) to seek construction authority.

Audience:  UW System Administration, Division of Facilities Development and Management, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 2019-03

Guide or Sample

Capital Project Request (CPR) Guide
Project Budget Worksheet (PBW)
Project Budget Worksheet (PBW)

Description:  Worksheet to record capital project budget estimates for capital projects of all types, sizes, and funding sources.

Purpose:  Details budget estimate for new construction area and renovation area(s), unit costs, special scope items and considerations, bid date and escalation, project overhead percentages. Includes unit cost estimates for new construction and renovation based on $/GSF; ability for detailed line item cost estimates using user defined unit cost methods, including lump sums; and project overhead costs including design services, contingency, project management fees, movable and special equipment allowances, and commentary notes.

Audience:  UW System Administration, Division of Facilities Development and Management, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 2019-08

Project Budget Worksheet (PBW) Guide