Capital Expenditure Request

The Capital Expenditure Request screen allows Contracting Entities to submit capital expenditure requests. Contracting Entities must submit capital expenditure requests for each capital item that is >$5,000. A SFA may submit as many capital expenditure requests as required in a given year.

To access Capital Expenditure Request

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.

To add a Capital Expenditure Request

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.

3. Select Create New Request button. A blank Capital Expenditure Request screen is displayed.

4. Enter information into the screen fields provided.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Capital Expenditure Request screen.
-OR-
Select Finish to return to the Capital Expenditure Requests list screen.

Note: The form is automatically submitted when all required fields have been completed without errors and the user selects the Save button. If you do not correct the errors, the form status is “Error”.

	TIP: The maximum Quantity you may enter is “9,999”. The maximum Cost per Item you may enter is “$99,999.99”. If this is insufficient, please enter your quantity on multiple lines.
	TIP: % Paid by Program Funds should be entered in whole numbers. If the user enters a decimal, upon selecting Save, the system will use normal rounding to derive a whole number.

To modify a Capital Expenditure Request

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Capital Expenditure Request. The Capital Expenditure Request list screen displays.

3. Select Modify next to the request that you would like to modify data. The Capital Expenditure Request screen for the selected request is displayed.

4. Modify any desired information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Capital Expenditure Request screen.
-OR-
Select Finish to return to the Capital Expenditure Request list screen.

To delete Capital Expenditure Request

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.

3. Select Modify next to the year that you would like to enter data into the Capital Expenditure Request screen. The Capital Expenditure Request screen for the selected request is displayed.

4. Select DELETE on the Edit menu in the top-right corner.

5. The system transfers you to the bottom of the screen and a warning message is displayed.

6. Select the Delete button at the bottom of the page. A confirmation message displays.

7. Select Finish.

WARNING: Only Capital Expenditure Requests that have not been submitted can be deleted. Selecting the DELETE button permanently deletes the Capital Expenditure Request from the system. It will not be recoverable once deleted.

To enter Internal Use Only information

1. On the blue menu bar, select Applications. The Applications menu screen displays.

2. On the menu, select Capital Expenditure Request. The Capital Expenditure Request list screen displays.

3. Select Admin next to the year that you would like to update. The Capital Expenditure Request screen for the selected request is displayed.

Note: The Admin option is not available if the form status is “Not Started” (i.e., the Contracting Entity has not started to work on the Capital Expenditure Request report).

4. Enter information in the Internal Use Only section.

5. Select Save Internal Use Only.

Note: If the State denies a capital expenditure request, a new form must be completed and submitted. The SFA cannot modify a denied request.