Capital Planning 101 (Fall 2019) – HousingU online course

Capital Planning 101 is an entry level course for individuals who are involved in the non-profit housing sector and responsible for allocation of their society’s capital resources. This course will help those who are looking to improve their skill set with respect to capital planning. Participants will be introduced to a process and tools that will help to ensure that scarce resources are allocated in a way that benefits tenants while ensuring that housing continues to be safe and comfortable over the long term. This course covers the basics of how to use Ameresco’s Asset Planner™ software and BCNPHA’s Capital Planning Template and is an ideal place for non-profit housing providers to gain more technical expertise in the tools used to create a capital plan.

Topics include:

What is a Capital Plan and why should I create one? | How does the Capital Planning process work? | Getting started with BC Housing’s Building Condition Assessment (BCA) | How to use Asset Planner™ | Downloading and saving BCNPHA’s Capital Planning Template | How to use the Capital Planning Template

What you'll learn

This course covers the basics of how non-profit housing societies can go about creating a capital plan with the support of BC Housing. Students will learn what a capital plan is and how it is used, become familiar with BC Housing’s process for procuring building condition assessments (BCAs) as well as how to navigate and use Ameresco’s Asset Planner™ database software and BCNPHA’s Capital Planning Template. The CP Template is an excel spreadsheet that has been developed by BCNPHA especially for this course and is an excellent tool that can be used for long range financial planning for a single building or an entire portfolio.

Time commitment

This course includes approximately 16 hours of content. It is recommended that you commit to studying for 2-4 hours a week in order to be done in 4 weeks. However, you will have up to 6 weeks to complete. You can progress at your own pace, log in to do assignments, and participate in forum discussions whenever when it’s convenient for you. Having said that, we do encourage you to stick to the posted weekly schedule so that most participants will be working on the same topic at roughly the same time.


This is an entry level course so no prior knowledge of Capital Planning is necessary. As an online course participants must have basic computer skills, access to a computer with MS Office 2010 or later and a modern, safe browser. We recommend Chrome but any updated browser will work. To use the Capital Planning Template, an integral part of this course, you will need to have access to MS Excel 2010 or newer. This course is provided in English and requires reading and writing at a grade 8 level.

Start and end dates

September 16, 2019 - October 25, 2019


(Free) for members and for non-members


This course is funded by BC Housing and currently free for all non-profit housing providers in BC.


To register, click the large green button at the top of this page: “Login to account”, or “Create an account” (if you do not yet have one). Note: We require a unique email address for each course participant as our online learning system will not accept duplicate emails. If you need further instructions, click Course registration instructions.

For more information email:

Manager, Capital Planning

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