(1) In every district a baseline survey shall be conducted through academic institutions/renowned organisations/agencies for perspective plan formulation. Gram Sabha/Local Bodies may aid in preparation of need assessment reports. The trust should preferably use the baseline survey undertaken by any concerning Department, if available. The reference and major findings of the surveys shall be included in the perspective plans for the district.
(2) Based on the findings and gaps as identified through the baseline survey or any such survey/assessment, the trust shall prepare a strategy for five years and the same shall be included in the perspective plan.
(3) The five year perspective plan shall be prepared taking into account current balance available and likely accrual to the trust over a period of five years.
(4) The five years perspective plan shall be disaggregated into year-wise action plans.
(5) The five years perspective plan shall have separate sections on all priority sectors like drinking water, health, education, welfare of women and children, etc. and other sectors like roads, irrigation etc..
(6) The five years perspective plan shall be approved by the Governing Council and displayed on the website of the trust.
(7) The annual plans of the trust to be approved by the Governing Council each year shall be based upon the five years perspective plan and success achieved in fulfilling its targets in earlier years:
Provided that while preparing the annual plan for the next financial year, the sum total of the past commitment and liabilities spilling over shall be assessed. To maintain financial discipline and timely completion of projects, the sum total of the past liabilities and commitments and the new schemes being proposed shall not in any case exceed three times the expected inflows for the next financial year.
(8) The annual plans may include some other works and expenditures considered urgent in nature although not included in the perspective plan to a maximum extent of ten percent of the annual plan.
(9) The Government may empanel renowned organisation/agencies/universities for conducting the baseline surveys and preparing five years perspective plans.