General Project Proposals Workbook

	A	B	C	D	E	F
1	Reserve Project Proposal / Authorization for Expenditure (AFE)
2	Complete one form for each project. Board action should identify the approved scope, funding source, and spending limit.
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4	Project information
5	Project ID		Project name / description		Fiscal year
6	Recommended by		Prepared by		Date prepared
7	Board meeting date		Fund (PRF / SRF)	Select	Action requested	Select
8	Reserve category		Reserve component / scope		Project type	Select
9	Permit / code review needed?	Select	Professional oversight needed?	Select	Work / change type	Select
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11	Project description and funding
12	Description of work
13	Recommended vendor / contractor
14	Funding option recommended
15	Alternatives considered / funding comments
16	Proposed start date		Proposed completion date		Estimated / proposed cost
17	Reserve study cost / adopted budget		Board-authorized cost limit (not to exceed)		Funding method approved
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19	Itemized listing of costs
20	Cost item / description	Vendor / source	Estimated cost	Notes
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31	Total itemized costs		–
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33	Board action and approval
34	Board action / motion text
35	Authorization conditions / notes
36	Approving / disapproving / abstaining / absent
37	Minutes reference / approval date
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39	Project closeout
40	Status		Completion date		Final cost (completed projects)
41	Actual cost to date (open projects)		Outstanding commitment (open projects)		Variance from authorized limit
42	Closeout notes
43	Administrative notes
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