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CAPITAL REQUEST WORKSHEET Please fully complete and return worksheet to along ronanfunding.com. All information is held in the strictest confidence and is never shared with any unauthorized 3rd parties

How to fill out capital request worksheet

How to fill out a capital request worksheet:

1. Begin by identifying the purpose of the capital request. Determine why you need the funds and what specific project or investment will be supported by the capital.
2. Provide a detailed description of the project or investment. This includes explaining the scope, objectives, and expected outcomes. Be sure to quantify the impact or benefits, such as potential cost savings or revenue generation.
3. Estimate the total cost of the project or investment. Break down the costs into different categories, such as equipment, materials, labor, and any other relevant expenses. It is important to be as accurate as possible to ensure the appropriate capital is allocated.
4. Consider any potential risks or challenges associated with the project. Identify and assess possible obstacles that could affect the success or timeline of the project. This helps demonstrate that you have thoroughly evaluated all aspects and have a plan to address any potential issues.
5. Outline the expected timeline for the project. Provide a clear timeline that shows the different phases or milestones, as well as the estimated start and completion dates. This gives a sense of the project's duration and allows stakeholders to understand the expected timeline for the capital request.
6. Summarize the anticipated benefits or return on investment (ROI). Explain how the project will contribute to the organization's goals or strategic objectives. This could include financial benefits, such as cost savings or increased revenue, as well as non-financial benefits, such as improved efficiency or customer satisfaction.

Who needs a capital request worksheet:

1. Finance departments: The finance team is responsible for overseeing budgeting and financial planning. They use capital request worksheets to evaluate and prioritize investment opportunities and allocate funds accordingly.
2. Project managers: Project managers utilize capital request worksheets to outline the financial requirements for their projects. This allows them to plan and budget effectively, ensuring they have the necessary resources to complete the project successfully.
3. Senior management or executives: Senior leaders need capital request worksheets to review and approve investment proposals. They rely on these worksheets to make informed decisions about allocating capital and aligning investments with the organization's strategic priorities.

In conclusion, filling out a capital request worksheet involves identifying the purpose, describing the project, estimating costs, considering risks, outlining the timeline, and presenting the expected benefits. This tool is essential for finance departments, project managers, and senior management to effectively plan and allocate capital resources.

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