Capital expenditure proposal
Documents a capital expenditure proposal with need, options, costs, risk of deferral, recommendation and approval sign-off. A live form your crew fills on their phones, not a Word template you retype on every site.
- Documents a capital expenditure proposal with need
- Options
- Costs
- Risk of deferral
- Recommendation
- Approval sign-off
This form ships inside 1 form pack. Pick the pack built for your setting and it arrives live in your Eaco workspace, branded to your business.
Rendered from the live form itself. Your logo replaces the placeholder the day you buy. On Eaco, branding is included, not a paid extra.
When you need this form
Boards, owners and asset managers approve capital spend on evidence, not hallway conversations. Use this when a chiller is at end of life, a roof needs replacing, or a lift upgrade competes with three other jobs for the same budget. The proposal sets out the need, the options considered, costs, and what happens if the work is deferred another year.
Deferral is the decision that gets audited later. When an asset fails, the first question is whether anyone flagged it and who signed off on waiting. A live proposal carries condition photos, the risk rating at the time, and the approver's signature with a date. A spreadsheet attachment in an old email thread carries none of that.
What good looks like
- The asset identified by register ID, not just "the pump in plant".
- Condition evidence: photos, fault history, remaining life estimate.
- At least two costed options, plus the do-nothing case.
- Risk of deferral stated in plain terms: safety, downtime, escalating cost.
- Recommendation and approval captured with the approver's name, role and date.
Included in 1 form pack
Compare all packsEvery pack below carries the Capital expenditure proposal plus the forms that win work in its setting. Buy the pack once and every form in it goes live, branded to you.
Capital expenditure proposal, answered
Is this a PDF or Word template?
Neither. It is a live form: your crew opens it on their phones, ticks it through, attaches photos and signs on the glass. Every submission is timestamped, GPS-pinned and stored as proof.
What should a capital expenditure proposal include?
The asset and its condition, why the work is needed now, costed options including doing nothing, the risk of deferral, a clear recommendation, and dated approval from the person authorised to spend.
When do I need a capital expenditure proposal?
Whenever renewal or replacement spend needs owner or board approval, or when it competes with other works for a budget. Most lifecycle plans require one before an item moves from the register into funded work.
Can I buy just this one form?
Forms ship in packs, from $99 one-time with GST included. Or get every form, this one and 276 more, plus Eaco AI on the $29 a month plan.