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Capital Expenditures Budget
General
The Capital Budget Form 700 is required to be submitted for all WHEN financed properties unless
approval has been granted by the Portfolio Risk Officer (PRO) to
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How to fill out the capital budget form

How to fill out the capital budget form
01
To fill out the capital budget form, follow these steps:
02
Obtain a copy of the capital budget form from the relevant department or organization.
03
Start by entering the necessary general information, such as the name of the project, project manager, and department.
04
Provide a detailed description of the project, including its objectives, scope, and anticipated outcomes.
05
Estimate the total cost of the project and break it down into different categories, such as equipment, construction, and labor.
06
Indicate the funding sources for the project, including any external grants, internal funds, or loans.
07
Outline the timeline for the project, specifying key milestones and deadlines.
08
Assess the potential risks and challenges associated with the project and propose mitigation strategies.
09
Include any supporting documents or attachments, such as feasibility studies or cost estimates.
10
Review the completed form for accuracy and completeness before submitting it for approval.
11
Submit the filled-out capital budget form to the appropriate department or committee for review and consideration.
Who needs the capital budget form?
01
The capital budget form is typically needed by organizations, departments, or individuals involved in financial planning and decision-making processes.
02
This may include project managers, finance managers, budget analysts, and executives responsible for allocating resources and approving capital investments.
03
It is an important tool for assessing the feasibility and financial viability of proposed capital projects and determining their priority within an organization's overall budget.
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What is the capital budget form?
The capital budget form is a document used to outline a company's planned investments in large assets or projects.
Who is required to file the capital budget form?
Any organization or company that plans to make significant investments in assets or projects is required to file the capital budget form.
How to fill out the capital budget form?
The capital budget form typically requires information on planned investments, expected costs, expected returns, and justification for the investments.
What is the purpose of the capital budget form?
The purpose of the capital budget form is to help organizations plan and prioritize their long-term investments in assets or projects.
What information must be reported on the capital budget form?
Information such as planned investments, expected costs, expected returns, and justification for the investments must be reported on the capital budget form.
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