CAPITAL AND NON RECURRING

Any item that is not in the operations budget but being coded to capital (or non-recurring based off of where the money in your budget is which is the 7000 codes) you fill this out entirely, put in the BODY of an email, and attach the quote / bids. Should the invoice come in at more, and not match the purchase order amount approved, you need to send the correct variance to your regional. The format used is below and is filled out as an example:

In Subject Line of Email:
Option #1: OPS OVERAGE APPROVAL REQ: Property Name
Option #2: CAP OVERAGE APPROVAL REQ: Property Name
Option #3: NON-RECUR OVERAGE APPROVAL REQ: Property Name (does not apply to Covenant Capital Group properties)
 
 
Body of Email:
GL CODE: 7075
 
ITEM: Condensing unit
UNIT #: 1003
FLOOR PLAN: 3.2
VENDOR: Chadwell
PO #: 183045
AMOUNT: $ 1,261.03
BUDGET: $ 1,250.00
VARIANCE: $ (109.00)
WARRANTY: YES OR NO
CHARGE BACK: YES OR NO
ASSET PROTECT CLAIM: YES OR NO
MULTIPLE BIDS REC’D: YES OR NO
                                                If YES, list other bid amount and by what vendor
 
ANY ADD’L NOTES: ASDFASD;LFJASD;LFKJ