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Canada Multi-Province Edition — Reserve Project Proposal / Authorization for Expenditure (AFE)
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Complete one form for each project. Board action should identify the approved scope, funding source, and spending limit.
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Project information
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Project IDProject name / descriptionFiscal year
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Recommended byPrepared byDate prepared
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Board meeting dateFund (A / B)SelectAction requestedSelect
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Reserve categoryReserve component / scopeProject typeSelect
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Permit / code review needed?SelectProfessional oversight needed?SelectWork / change typeSelect
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Association typeSelect association type ▾JurisdictionSelect provinceApplicable law / supplement
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Project description and funding
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Description of work
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Recommended vendor / contractor
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Funding option recommended
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Alternatives considered / funding comments
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Proposed start dateProposed completion dateEstimated / proposed cost
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Reserve study cost / adopted budgetBoard-authorized cost limit (not to exceed)Funding method approved
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Itemized listing of costs
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Cost item / descriptionVendor / sourceEstimated costNotes
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Total itemized costs–
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Board action and approval
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Board action / motion text
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Authorization conditions / notes
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Approving / disapproving / abstaining / absent
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Minutes reference / approval date
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Project closeout
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StatusCompletion dateFinal cost (completed projects)
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Actual cost to date (open projects)
Outstanding commitment (open projects)
Variance from authorized limit
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Closeout notes
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Use Canadian dollars (CAD). Confirm the association’s legal form, province, governing documents, and applicable law. Fund A / Fund B are neutral labels; map them to the association’s actual legal funds and restrictions.
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