Capital Improvement Program budget approval process and guidelines
Non-state capital improvement program
Business Case Analysis
A formal business case analysis is the first step in the development of a potential capital project. The Business Case Analysis (BCA) framework is used by campuses to evaluate options and solutions to capital needs. The analytical template includes qualitative and quantitative measures, and is flexible to accommodate the unique characteristics of the wide variety of UC projects. The BCA is required for projects with budgets of more than $10 million. CRM consults with campuses as needed to determine alternatives to be considered and associated comparative measures. Campuses are urged to prepare the BCA very early in the project decision process and to consult with CRM on direction and detail.
Budget Approval: Delegated and Standard Process
Under Presidential Delegation of Authority (DA) 2575 (pdf), campuses have been delegated authority for approvals related to major capital improvement projects that are eligible for the Pilot Phase of Process Redesign for Capital Improvement Projects (“delegated process”). These delegated actions include (i) for non-state-funded projects, approval of budget and design following action pursuant to California Environmental Quality Act (CEQA), and (ii) for state-funded projects, approval of design (only) following action pursuant to CEQA.
Projects that are not eligible for the delegated process may be approved under the standard process.
For more information about both processes, see budget approvals process policy, guidance and checklists.