Capital expenditure request form template 2026

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  1. Click ‘Get Form’ to open the capital expenditure request form template in the editor.
  2. Begin by filling out the 'Project Details' section. Enter the project name, life expectancy in years, project originator's name and phone number, department, location, and desired project timing including start date.
  3. In the 'Project Description/Justification' section, provide a detailed description of the project along with any necessary justification. Attach additional documentation if required.
  4. For 'Project Cost Estimate', include a detailed breakdown of costs. If applicable, attach a Facilities Department Cost Estimate for construction or remodeling projects. Indicate whether this is included in the fiscal year budget and specify total project cost.
  5. In 'Project Funding Sources', specify any grant or gift account numbers and amounts that will fund the project partially or fully.
  6. Estimate annual operating cost impacts in the corresponding section. Include maintenance, energy costs, salary costs, and any potential savings or increased revenue.
  7. Complete the 'Financial Analysis' if required by entering details such as payback period and internal rate of return.
  8. Finally, gather necessary signatures in the 'Authorization' section to indicate approval for spending on the project.

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Capital Expenditure Plan Template Define clear examples of your focus areas. Think about the objectives that could fall under that focus area. Set measurable targets (KPIs) to tackle the objective. Implement related projects to achieve the KPIs.
Examples of include purchasing equipment, furniture, and property; acquiring patents and technology; and making improvements to current facilities.
Please provide the name of the item, source, model number, unit cost, description and rationale for your request. In addition you should provide a copy of the page from the catalog or website with the item highlighted.
What Do 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.
A capital expenditure request (CER) is a form used to request approval for capital expenditure to be budgeted towards a capital project. The capital expenditure request form includes details such as the purpose of the expenditure, the expected benefits, and the estimated cost.

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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.

capital expenditure request