Capital Projects: Planning, Financing, and Completing

Designed to assist health centers that anticipate the need for a capital project during the next one to five years, this Learning Collaborative will provide practical direction and tools for planning, financing, and completing a capital project.

Through a series of six monthly interactive learning sessions conducted between March and August 2018, health center participants will be provided with guidance to successfully navigate the process of building or renovating facilities. To facilitate these learnings, Capital Link will provide a variety of valuable tools and resources, both publicly available and Capital Link-developed, throughout the collaborative.

Session Schedule and Resources

Session 1: March 16, 2018
Planning – Readiness and Planning

Slides| Recording

Related Resources:
Creating a Dynamic and Useful Strategic Plan: A Toolkit for Health Centers
Performance Benchmarking Toolkit
Debt Capacity Calculator

Session 2: April 19, 2018
Planning – Evaluating Your Market and Determining Your Operational Model and Space Requirements

Slides | Recording

Related Resources:
Webinar Recording - Health Center as Assets in their Community: Assessing Your Environment (Market Assessment)
Creating a Place for Care: Fostering Alignment and Eliminating Barriers in the Patient-Centered Medical Home
Creating a Facility that Supports the Patient-Centered Medical Home

Session 3: May 10, 2018
Planning – Developing a Business Plan and Financial Forecast


Related Resources:
Creating a Business Plan for a Community Health Center Capital Project

Session 4: June 7, 2018
Webinar: Design and Development – Assembling and Managing a Project Team


Related Resources:
Assembling a Capital Project Team
Engaging Staff and Community in Defining Your Capital Project
Developing an Organizational Culture that Sustains the Patient-Centered Medical Home: Lessons Learned

Session 5: July 12, 2018
Webinar: Funding – Evaluating your Financing Options and Fundraising Plans

Slides | Recording

Related Resources:
Steps to Success: A Toolkit for Health Centers Navigating a Capital Development Venture
Selecting the Right Capital Project Financing: A Guide for Health Center Staff and Boards
Spotlight on Capital Resources: New Markets Tax Credit Program
Spotlight on Capital Resources: New Markets Tax Credit Program Update
Spotlight on Capital Resources: New Markets Tax Credit Program Extension
Spotlight on Capital Resources: Tax-Exempt Bonds
Adding Fund Development Capacity to Sustain Health Center Growth

Session 6: September 11, 2018 
Webinar: Implementation – Managing a Project and Lessons Learned

Slides | Recording

Related Resources:
Construction Manager Sample - Scope of Services

Learn More 

Access the recording from the February 8th introductory webinar here, access the slides here.

Please direct any questions about this program to Jonathan Chapman, Director of Community Health Center Advisory Services, at This email address is being protected from spambots. You need JavaScript enabled to view it..