Bricks Capital Planning
From deferred list to defended plan.
Agents draft the five-year plan and bring the evidence with it — your history if you have it, industry standards and market pricing if you don’t. You adjust, approve, and defend every line to the board.
The problem
You can’t fund them all at once.
Everything needs to get done, but there’s not enough capital to go around.
How it works
Agents draft. Your team decides.
Agents do the research and the first draft — or pick up the plan you already have. Your team adds the judgment; nothing reaches the board without you.
- 01
Agents research every building
Each building and major asset, researched from up to four sources — your history, service-life standards, lifecycle patterns, and market pricing.
- 02
They draft — or build on yours
Start from nothing and you get a five-year draft. Bring the plan you have and the agents work through it — evidence for each line, suggestions for what’s missing. Either way it’s ranked on criteria you can point to: condition, impact, safety, the cost of waiting.
- 03
Your team adds judgment
Engineering studies, contractor quotes, and the things your people know that no database holds.
- 04
You review and approve
Change what you disagree with and approve the rest. The result is a plan you signed off on.
The evidence
Every line traces to its evidence.
When the board asks “why this number?”, the answer is already attached to the line. Open any one and the trail is there.
- 01Your CMMS history
If you have one. What broke, how often, and what the repairs cost — from your own records.
repair costs - 02Industry standards
Expected service life for every asset class, so age and condition mean something.
past service life - 03Past performance
Lifecycle patterns from similar assets — roofs like this replaced every 18–22 years.
18–22 yrs - 04Market pricing
Replacement cost ranges for the assets in your plan, so quotes land inside a known range.
cost ranges
Getting started
Start from whatever you have.
An asset list, a one-year or multi-year plan, a list of work you want done — or nothing at all.
One living plan — not three that disagree.
Bricks replaces the spreadsheet, the Word doc, and the slide deck emailed around in conflicting versions. One plan, full history, everyone looking at the same version.
- The spreadsheet — stale the day you close it, and only one person knows how it works.
- The one-time study — out of date within a year, and no way to update it.
- The ERP — a year of implementation before you see your first plan.
Scenarios
“What about the other option?”
The board’s follow-up is always the alternative. Model the choices first, so the answer is ready.
Boiler 2 · Whitman Elementary
15-year horizon
Each option is modeled on cost, financing, operating cost, savings, and escalation.
- Do nothing Status quo Capex $0 · Operating $19K/yr
- Repair Capex $24K · Operating $16K/yr
- Replace Chosen Capex $86K · Financed 5 yr · Operating $9K/yr
Chosen: Replace. Lowest total cost of ownership. The repair and do-nothing options stay on the record — what was weighed, and why.Decided Jul 2026 · ready for the board deck
Cost, financing, operating cost, savings, escalation, and horizon — each option carries the full financial model.
Line them up on NPV, payback, or total cost of ownership. Doing nothing is always in the comparison — a costed choice.
Pick one. The choice and the options you passed on stay on the record. Present it to the board with the math attached.
Scenarios run against your budget. Set annual capital budgets, see what fits, and track spend year by year — or weigh two budgets side by side: a flat plan against a +5%, which projects make the cut in each.
Defend it to the board
Walk in with evidence, not estimates.
The plan reaches the board before you do, so it’s been read — and questioned — by the time the meeting starts.
- A five-year plan, by year and by building.What’s coming, when, and what it costs.
- Each line shows where its number came from.Down to the quote your team attached.
- The board deck and the packet, generated from the plan.The same numbers your team approved. Nothing retyped.
Each board member gets a private link.
Board memberWhy is Boiler 2 in FY27 and not later?
The AIThird failure in 12 months, and the unit is past expected service life — details are on the Priority Projects slide.
It sees the shared plan and nothing else.
Board members can also leave questions on any slide. You see them — and answer them — before you walk in.
FAQ
Common questions.
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Does Bricks approve the plan for us?
No. The draft is a starting point. Your team adjusts it, adds its own judgment, and signs off before the board sees anything.
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Do we need a CMMS or clean asset data first?
No. Bricks works with any CMMS — or none. Most teams start from a spreadsheet or an asset export; some start from nothing and let the agents build the list.
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Where do the numbers come from?
Your own maintenance history first, when you have it. Where you don’t, agents fall back on service-life standards, lifecycle patterns, and market cost ranges.
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Can we start from a facility condition assessment?
Yes. A recent FCA or FCI report is a strong starting point — agents take its findings as evidence and keep researching from there. Without one, they build the condition picture themselves.
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Can the board see the plan without logins?
Yes. They open it from a personal link in the browser. No account needed.
Pricing
Capital Planning is scoped to your portfolio — talk to us.
The next board meeting is already on the calendar.
See a five-year plan take shape from an asset list like yours.