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Capital expenditure request form template 2025

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The document is a Capital Expenditure Request and Justification Form for The Southern Baptist Theological Seminary, designed for departments to request funding for critical equipment, land purchases, building additions, or improvements. It outlines the priority ratings for requests, estimated costs, vendor estimates, and the justification process. The form requires signatures from various authorities for approval and emphasizes the importance of planning future capital needs during the annual budget process.

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How to write a capital expenditure proposal?

What Do CAPEX Reports Typically Include? Project Summary: A brief overview of the proposed investment, including its purpose and expected impact. Financial Summary: Key metrics such as cost, projected ROI, NPV, and payback period. Risk Analysis: Identification of potential risks and mitigation strategies.

How to write a capital expenditure request?

Below are the main components that should be included in a CapEx request: Executive Summary. This section provides a brief overview of the project. Project Description. Cost Breakdown. Benefits Analysis. Risk Assessment. Return on Investment (ROI) Supporting Documentation. Approval Process.

What is the format of CapEx approval note?

A CapEx request form should include the project title, a detailed description, justification for the expenditure, cost estimates, ROI analysis, timeline, department details, budget considerations, and necessary approvals from stakeholders.

How to fill out a CapEx form?

Creating and Filling Out a Capital Expenditure Request Form Project Details: Provide a clear description of the project, including its objectives, scope, and timelines. Financial Analysis: Include a detailed financial analysis of the project, covering costs, benefits, and return on investment (ROI) calculations.

What is an example of a capital expenditure decision?

If the benefit is greater than 1 year, it must be capitalized as an asset on the balance sheet. For example, the purchase of office supplies like printer ink and paper would not fall under investing activities on the cash flow statement but would instead be an operating expense on the income statement.

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What is capital investment justification?

Firms generally justify capital investment based on projected return, price, and objectives. Businesses use financial calculation for example, calculate return on investment (ROI), Internal rate of return (IRR), Net present value (NPV) to identify the potential profit.

How to write a capital expenditure justification?

The Written Justification should (1) describe the harm or need to be addressed; (2) explain why a capital expenditure is appropriate to address the harm or need; and (3) compare the proposed capital expenditure against alternative capital expenditures that could be made.

How do you explain capital expenditure?

What Are Capital Expenditures (CapEx)? Capital expenditures (CapEx) are funds used by a company to acquire, upgrade, and maintain physical assets such as property, plants, buildings, technology, or equipment. CapEx is often used to undertake new projects or investments by a company.

Capital expenditure request form template 2025

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How to write a capital expenditure proposal?

How to write a capital expenditure request?

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What is capital investment justification?

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