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Capital Planning

Capital Planning is the lead office for coordination, preparation and routing of required capital project documents for approval by the Chancellor, Office of the President, the Regents, or the State. Capital Planning also serves as the liaison between the campus and Office of the President to coordinate the Capital Program.

Each year, Capital Planning collaborates across vice chancellor areas to prepare and submit the 10-year Capital Financial Plan (CFP), which is presented for acceptance by the Regents. In addition to these activities, Capital Planning participates on committees related to design professional and contractor screening and selection, building advising, neighborhood planning, capital asset renewal and design-build competitions.

Capital Program

Capital Process

Project Approval Thresholds

Approvals vary depending on the project budget. See the chart below for a quick overview:

Classification Budget Level
Minor (Form PDF) >$35K – $1M Campus Architect
Mini Major >$1M – 10M Chancellor
Delegated Campus >$10M – 70M Chancellor with UCOP Endorsement
Regental Over $70M Regents

For details, see Project Approval Thresholds (PDF).


Grant-Funded Capital Improvement Projects

External entities that provide funding programs to improve facilities—including federal agencies and private institutions—typically require documentation pertaining to project scope, schedule, budget, and environmental impacts. This information must be validated by university architects and planners prior to submission.

In accordance with authorities delegated by the Regents to campus officers, official submission of any facility improvement grant proposal requires the signature of the Chancellor or the Vice Chancellor of Resource Management & Planning.

If external funding entities require matching fund commitments, a department preparing a grant proposal should work with its Vice Chancellor.

Departments developing proposals to secure funds for facility improvements or new construction should follow these steps:

  • The principal investigator or department chair considering submittal of a facility improvement proposal should contact the Vice Chancellor (or his or her designee) in the initial proposal preparation process.
  • The Vice Chancellor (or his or her designee) must contact the Vice Chancellor of Resource Management & Planning, who will assign staff to coordinate the development of requisite facility data, including space or program plan, site analysis, environmental documentation, budget, and schedule.
  • If the proposal pertains to organized research space, proposal development must also involve the Vice Chancellor of Research.


Email Capital Planning at or call (858) 534-0503.