A free nine-page planning kit to connect a facility upgrade’s original cost with the ongoing care it needs. Includes a worked school-pool example, annual operating budget, maintenance and warranty records, ten-year forecast, and reusable asset worksheet.
A new or renovated facility brings new possibilities—and responsibilities that continue long after opening day. If you are bringing those future costs into focus, this kit gives your facilities and business teams a shared place to work through them.
Start with the full picture
The worked example follows the renovation of an existing indoor school pool, connecting the original upgrade cost with annual operations, planned maintenance, warranty records, and selected future equipment replacements. The same planning structure can be adapted to other facility improvements.
What is inside
A record of the original project investment and its boundaries.
An annual operating budget separating maintenance, utilities, supplies, and program staffing.
Maintenance work packages and an asset-and-warranty worksheet, including coverage, exclusions, service records, and claim follow-up.
Illustrative replacement events and a funding provision that avoids counting reserve contributions twice.
A ten-year cash forecast, cost-change scenarios, and a first-90-days handover and budget review plan.
A reusable asset record to bring your own facility information together.
Make it your facility’s plan
Use your actual project closeout documents, utility records, staffing allocations, service agreements, manufacturer requirements, and current vendor quotes. Facilities staff and the business office can work through the assumptions together, identify missing costs, and assign follow-up before using the forecast in a budget discussion.
A note about the example
All example costs, escalation rates, renewal years, and staffing assumptions are invented for illustration—not benchmarks, quotes, recommended equipment lifetimes, or a safe staffing plan. The two replacement events are not a complete asset replacement schedule. Follow applicable local requirements and qualified technical guidance for operation and maintenance. The linked sources support the planning topics; they do not endorse the example figures.
Download the free kit below and adapt the worksheets to the facility you know best.
Downloads
- beyond-opening-day-facility-cost-plan.pdf PDF · 184 KB