1. Overview

   This policy establishes the internal procedures to be used for development of the six-year "Capital Improvements Plan" for the Athens and regional campuses.

   The procedures described below will be used to develop the six-year "Capital Improvements Plan," for submission, in revised form, every two years to the Ohio board of regents ("OBOR"). The plan is concerned with major new construction, major utility projects, and major renovations.

   Every two years (each capital biennium), the OBOR issues guidelines to all state universities and colleges for preparation of their respective six-year capital improvements plans. This policy requires that Ohio university follow these guidelines from the OBOR. This policy also requires that Ohio university follow the timeline indicated in the guidelines for submission of the six-year capital improvements plans to the OBOR. This policy also requires that the six-year capital improvements plans be consistent with the Ohio university ten-year capital plans and the "Vision Ohio" strategies.

2. Assembling general information required by the OBOR

   The university planner, in consultation with the facilities planning advisory committee ("FPAC"), facilities planning and space management ("FPSM"), facilities management ("FM"), institutional research ("IR") and other entities as deemed necessary, shall develop and draft the general information required by the OBOR for the six-year capital improvements plan.

   1. FPAC: this broad-based constituent group is co-chaired by the executive vice president and provost and the vice president for finance and administration. The committee provides advice and consultation to the president and others as warranted on the following issues and tasks relating to this policy: oversight of all planning for major capital projects on the Athens and all regional campuses, including the ten-year major capital plan and the state biennial six-year capital improvements plan.

   2. FPSM helps develop the detailed construction cost estimates associated with major capital projects.

   3. FM provides critical information and advice pertaining to maintenance, building systems, and university infrastructure needs.

   4. IR supplies institutional data as required by the OBOR.

3. Required approvals

   The following approvals are necessary prior to submitting the six-year "Capital Improvements Plan" to the OBOR:

   1. The six-year "Capital Improvements Plan" must be approved by the president prior to submission to the board of trustees.

   2. The six-year "Capital Improvements Plan" must be approved, by resolution, by the board of trustees prior to submission to the OBOR.

Reviewers

Proposed revisions of this policy should be reviewed by:

1. Vice President for Finance and Administration

2. Deans

3. Planning Unit Heads

Forms, References, and History

1. Forms

   There are no forms that are specific to this policy.

2. References

   There are no external items that are particularly relevant to this policy.

3. History

   Draft versions of this policy that were circulated for review, their cover memos, their forms, and Reviewers' comments on them are available on the

   Prior versions of this policy were approved on:

   1. June 5, 2008

   2. November 2, 1973

   3. July 22, 1972