Module 04
Capital Planning
Observe → Document → Prioritize → Budget → Plan. Survey observations become capital items with cost, target year, responsible party, and supporting documentation.
Capital Items
22
Promoted from survey observations
Planned Investment
$5.8M
Current filter
Immediate Exposure
$392K
Action required now
Budgeted or Scheduled
5
Committed in a capital cycle
Portfolio Capital Forecast
Planned investment by timeline category
Capital Items
Each item traces back to a documented survey observation
| Property | Condition / Issue | Source Survey | Priority | Recommended Action | Target Year | Responsible | Status | Support | Estimate |
|---|---|---|---|---|---|---|---|---|---|
| Northgate Town Center | Roof — Building A — Sections 3 & 4 Meridian Roof Sciences concurs with the recommended scope. | Capital Investment Survey | High Priority | Full roof replacement of Sections 3 & 4 including tapered insulation. | 2027 | Landlord | Budgeted | 6 1 | $785,000 |
| Northgate Town Center | Parking Lots — North field — rows 1-8 | Capital Investment Survey | Planned Capital | Mill and overlay with localized full-depth patching, restripe. | 2028 | Landlord | Open | 8 2 | $410,000 |
| Northgate Town Center | Site Lighting — Entire site Meridian Roof Sciences concurs with the recommended scope. | Capital Investment Survey | Planned Capital | LED retrofit of 64 pole fixtures with photometric verification. | 2027 | Landlord | Scheduled | 4 3 | $168,000 |
| Northgate Town Center | Exterior Façade — Building C — east elevation | Capital Investment Survey | Monitor | Repair EIFS panels and full sealant replacement. | 2029 | Landlord | Open | 3 1 | $96,000 |
| Northgate Town Center | HVAC — Common area RTUs 1-4 Meridian Roof Sciences concurs with the recommended scope. | Capital Investment Survey | High Priority | Phase replacement of four common area RTUs. | 2027 | Landlord | Budgeted | 2 2 | $240,000 |
| Northgate Town Center | Accessibility — Center court ramp | Capital Investment Survey | Immediate | Reconstruct ramp and landings to compliant slope. | 2026 | Landlord | Open | 5 3 | $62,000 |
| Harbor Point Crossing | Site Drainage — Southwest detention inlet Crosby Civil concurs with the recommended scope. | Property Condition Survey | Immediate | Emergency inlet reconstruction and pavement repair. | 2026 | Landlord | Open | 7 1 | $145,000 |
| Harbor Point Crossing | Roof — Anchor building | Property Condition Survey | High Priority | Replace anchor roof; coordinate with tenant equipment. | 2027 | Landlord | Budgeted | 9 2 | $640,000 |
| Harbor Point Crossing | Storefronts — Shop building — suites C-200 to C-260 Crosby Civil concurs with the recommended scope. | Property Condition Survey | Planned Capital | Refinish frames and replace hardware. | 2028 | Shared | Open | 3 3 | $88,000 |
| Harbor Point Crossing | Trash Enclosures — Rear service court | Property Condition Survey | Planned Capital | Rebuild two enclosures with bollard protection. | 2027 | Landlord | Open | 4 1 | $54,000 |
| Westline Commons | Parking Lots — Main field Northline MEP concurs with the recommended scope. | Portfolio Condition Survey | Routine | Sealcoat and restripe on a three-year cycle. | 2029 | Landlord | Open | 2 2 | $135,000 |
| Westline Commons | Signage — Primary monument at Westline Ave | Portfolio Condition Survey | Planned Capital | Refurbish cabinet and replace faces with LED illumination. | 2028 | Landlord | Open | 3 3 | $78,000 |
| Westline Commons | Fire/Life Safety — Fire pump room Northline MEP concurs with the recommended scope. | Portfolio Condition Survey | High Priority | Replace controller and perform full flow test. | 2027 | Landlord | Scheduled | 2 1 | $92,000 |
| Westline Commons | Common Areas — Pedestrian plaza | Portfolio Condition Survey | Monitor | Plaza refresh with new furnishings and shade sails. | 2031 | Landlord | Deferred | 4 2 | $210,000 |
| Cedar Mill Marketplace | Exterior Façade — Entire center Duarte Studio concurs with the recommended scope. | Due Diligence Survey | High Priority | Comprehensive façade renovation and repaint. | 2027 | Landlord | Open | 12 3 | $1,250,000 |
| Cedar Mill Marketplace | Structural — Rear canopy — units 8-14 | Due Diligence Survey | Immediate | Structural engineer evaluation and canopy column replacement. | 2026 | Landlord | Open | 6 1 | $185,000 |
| Cedar Mill Marketplace | Sidewalks — Storefront walk Duarte Studio concurs with the recommended scope. | Due Diligence Survey | High Priority | Replace approximately 3,400 SF of sidewalk. | 2027 | Landlord | Open | 5 2 | $74,000 |
| Cedar Mill Marketplace | Electrical — Main switchgear | Due Diligence Survey | Planned Capital | Switchgear replacement and arc-flash study. | 2028 | Landlord | Open | 2 3 | $320,000 |
| Cedar Mill Marketplace | Landscaping — Perimeter islands Duarte Studio concurs with the recommended scope. | Due Diligence Survey | Routine | Irrigation repairs and landscape replanting. | 2027 | Landlord | Open | 3 1 | $46,000 |
| Northgate Town Center | Loading Areas — Service drive — Building B | Capital Investment Survey | Planned Capital | Replace dock aprons. | 2030 | Landlord | Open | 2 2 | $68,000 |
| Harbor Point Crossing | HVAC — Shop building RTUs Crosby Civil concurs with the recommended scope. | Property Condition Survey | Monitor | Replace at failure; budget phased program. | 2032 | Shared | Deferred | 2 3 | $290,000 |
| Westline Commons | Site Amenities — Outparcel green | Portfolio Condition Survey | Planned Capital | Design and construct outdoor dining terrace. | 2030 | Landlord | Open | 1 1 | $340,000 |