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Capital Budgeting - Capital Requests in Digital Budget Book

This article is intended for: Admins of the Capital Budgeting module.

Use this article after: Finalizing the Capital Budget prior to reporting in the Budget Book.

Note: You can click on any image below to zoom in.

Step 1: Create Your CIP Book (Dashboard)

After logging into your ClearGov account, navigate to the Digital Budget Book module.

  1. Select the +Create New Budget Book button in the upper right corner.
  2. Name your CIP Book (i.e., “FY22 - CIP”). Select the Year. Note: Request Period is tied to our Capital Budgeting module, so if you are not using the ClearGov Capital Budgeting module you can leave this field blank.
  3. Choose to include Capital Budgeting data and select Create New Budget Book.
DBB - Create a DBB.png
DBB - Name it a CIP.png
DBB - Include CB Data.png

Step 2: Modify “the Skeleton”

Let's begin by simplifying the table of contents. 

  • In the table of contents, either hide or delete unnecessary sections (e.g., Debt, Departments, and Fund Summaries) by hovering over the section and selecting the three dots. Do not hide or delete the Capital Improvement section if you are linking directly to Capital Budgeting. If you are not using Capital Budgeting, you can hide the auto-generated pages and create your own. 
    Note: Deleted sections cannot be restored.
  • Add new sections or rename existing sections as necessary to match your needs. 
    Note: We recommend including a section on your CIP Process and highlighting your funding sources.
DBB - manage pages.png

Pro Tip: Go to Settings to make universal changes to sections or pages. 

The pages you choose to include in your CIP Book will depend on the information you wish to share. However, based on GFOA Guidelines and conversations with our other clients, we recommend including the following pages in the following sections.

Section 1: Overview

  • Summary of Capital Improvement Plan
  • Demographics
  • Acknowledgments
  • Existing Capital Facilities
  • Budget Process
  • Glossary

Section 2: Funding 

  • Source of Funds
    • Revenues
    • Transfers
    • Prior Year Carryovers
    • Debt
    • Grants
    • Other Revenues

Section 3: CIP Process

  • Data Collection
  • Prioritization
  • Preparation & Adoption

Section 4: Capital Improvement Plan

  • One Year Plan
  • Multi-year Plan
  • CIP Summary

You have now set up the core structure of your CIP Book. Now go into each section and enter the associated data and explanatory narratives. 

Don't forget about GFOA Criteria.

Need to Take Additional Actions in Digital Budget Book? 

Learn more with this section in the Support Center: Digital Budget Book articles. 



Have more questions or need assistance? Submit a Request

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