Capital Projects
Use the Capital Project/Purchase Authorization Form for all capital projects or purchases with a total cost of $10,000 or more, including an aggregate purchases in excess of $25,000 for multiple capital items that individually are less than $10,000.
Capital items, which will benefit the department for at least three years, include:
- Expenditures for new construction
- Building renovations and additions
- Scientific, office and plant equipment
If you have any questions about this form, contact our assistant controller at 704-894-2066.
Online Capital Project Authorization Form
Forms should be submitted for all capital projects/purchases, regardless of the funding source, including projects/purchases approved by the Trustees.
When you submit the Capital Project/Purchase Authorization Form, your department head will receive an email with a link to review the form. They should approve the form online and route the form to the next approver. For more detailed instructions, review the capital project and purchases policy. You can also review the status of your form at the List of Submitted Capital Projects or see the final approved form with the assigned Project # and Task # in Davidson Kuali Build, My Documents.
Projects/purchases approved by the Trustees as a part of the fiscal year Capital Budget process will be assigned a "Capital Budget ID" that must be included on the form. A Capital Project/Purchase Authorization Form is required in addition to the Trustee approval to ensure that affected departments (Physical Plant, T&I, etc.) are aware of, and able to support the project, as well as notify the Controller's Office for cash management and financial statement purposes.
Capital Budget ID numbers (e.g CP2601) can be found here:
- FY26 Trustee Approved Capital Budget (Google Doc)
- FY25 Trustee Approved Capital Budget (Google Doc)
- FY24 Trustee Approved Capital Budget (Google Doc)
Once the capital project form has been fully approved, a Project Number and Task number will be established in Oracle. All activity related to the project must be charged to that Project/Task Number, not to the funding source.
For expenses processed on Purchase Requisitions (supplier invoices): After the purchase requisition has been added to the shopping cart, click Review and scroll down to the Billing section. Enter the Project #, Task #, Expenditure Type (i.e., equipment > $10,000, etc.) and Expenditure Organization (the department listed on the Capital Project Form). Ignore the Charge Account.
For expenses processed via Expense Reports (p-card charges and employee reimbursements): Select the Davidson Capital Project Expenses template and select the Type of expense. Additional fields will appear under the Account string - Ignore the Account string; instead enter the Project Number and Task Number and complete the expense report as you normally would.