Budget Office

Capital Budgets

MAJOR CAPITAL BUDGET PROCESS FOR 2015-17

The University Strategic Plan is the basis for capital budget requests and long-range capital plans. Most, but not all, of the capital projects are directly linked to delivery of academic programs and accomplishment of academic goals and priorities.

Individual colleges, vice presidential areas, and branch campuses provide input and requests for state-funded capital projects including preservation, modernization, and new construction. All university areas planning non-state funded capital projects submit their upcoming biennial and long-term capital plans within the same time frame as the state-funded requests. Specifically, university areas include the colleges, vice presidents, branch campuses and auxiliary enterprises or other self-sustaining areas.

Facilities Services develop and regularly update the physical master plans for all campuses and WSU locations. Facilities Services and IT provide input on proposed infrastructure, preservation, health/safety/code, and modernization projects.

The capital budget plan covers many biennia and is continually being updated. Academic units need to inform the Provost of their intent to advance a capital project/concept. Non-academic units work through their respective vice presidents. Then, deans and/or their staff meet with facilities services project managers who offer their expertise in assessing college space needs and helping deans and vice presidents develop their respective major capital requests. (Note: The internal call for minor capital projects is scheduled at a later date.)

As the biennial budget request to the state is being developed, discussions are held in several campus and university-wide groups. Open capital budget hearings are held in January of even-numbered years to give deans, vice presidents and chancellors and directors the opportunity to explain their capital needs and plans. The Office of the Provost and Executive Vice President, Vice President for Finance and Administration, Facilities Services and the Budget Office work together to combine input from the various sources to produce a single coherent plan for the university. The proposed plan is then presented to the Board of Regents. The formal process and tiimeline follows:

For 2015-17, the following timeline and process applies:

August 2013: Provost, Budget Office, Finance and Administration and Facilities Services staff reviews the 10 year plan reflecting 2013-15 state appropriations, the ripple effect on future biennia and discuss and update any cost estimate changes.

September 2013: Provost distributes draft timeline and process document and the starting point for the 10 year capital plan to Senior Staff members. The initial 10 year capital project list reflects the projects and priorities submitted with the 2013-15 WSU state requests that were not funded as well as the projects planned in future biennia. Deans, chancellors and vice presidents use this list as the starting point for review and eventual comment and input. Provost distributes 10 year state plan and memo with forms requesting information from university leaders on all projects, due in late October.

October 2013: Deans, chancellors and vice presidents are asked to send comments and/or materials to the Provost's Office by late October 2013. Materials submitted include both state funding requests fro the upcoming 2015-17 biennium as well as current and future non-state funded project plans.

November 2013: Provost and the President review requests and discuss in the context of university priorities. Senior Staff review and discuss modifications to the draft 10 year state plan based on the strategic plan and academic priorities. They also review and discuss the non-state funded capital plans.

December 2013: The draft state capital plan and background materials will be distributed and discussed at University Council and Deans' Council.

Areas notify the Provost if they wish to request a dedicated time slot for the January capital budget hearings.

January 2014: Senior Staff discuss university-wide priorities.

Facilities Services staff continues review of project cost estimates. Areas with major project proposals may request 15 minutes for discussion of projects by notifying the Provost's Office in early January. Proposals presented and discussed at half day Capital Hearings on January (TBD) with University Council. Provost's capital group meets to discuss results of hearings.

January (TBD) 2014: Regents review capital budget process as an information item.

January-February 2014: Office of Financial Management (OFM) state capital budget request guidelines released to institutions.

February 2014: Provost distributes ranked state capital budget request list to deans/directors/chancellors contingent upon Board of Regents' approval. Areas with high priority non-state funded projects will be asked for additional project information at this time.

March 20, 2014: Draft state capital request and non-state plans shared with Regents' committees.

May 2, 2014: Proposed WSU State Capital Budget Request to WSU Board of Regents for approval. Non-state capital project plans to Regents.

May-June 2014: OFM capital budget request instructions finalized.

May-July 2014: Budget Office coordinates and finalizes 2015-17 State Capital Budget Request documents.

  • August 1, 2014: WSU submits Project Proposals for scoring to OFM.
  • September 2014: WSU submits request documents and OFM coordinates capital scoring and formulates one prioritized list for higher education.
  • December 2014: Governor announces budget recommendations.
  • January-May 2015: Legislature deliberates and passes budget.

Timeline for Major Capital Budget Process

Major Capital Project Information Form for 2015-17

Budget Office, PO Box 641041, Washington State University, Pullman WA 99164-1041, 509-335-9681, Contact Us