10-year capital works fund plan worksheet
Captures per-asset condition, expected works, costings and fund balances to support a 10-year capital works fund plan, with authorised sign-off. A live form your crew fills on their phones, not a Word template you retype on every site.
- Captures per-asset condition
- Expected works
- Costings
- Fund balances to support a 10-year capital works fund plan
- With authorised sign-off
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Rendered from the live form itself. Your logo replaces the placeholder the day you subscribe.
When you need this form
Owners corporations need a per-asset view of condition, remaining life and expected costs before a levy is struck or a fund plan is adopted. Committees use it at budget time, after a defect inspection, and when a building manager hands over. Most states require a long-term capital works or maintenance fund plan, and lot owners expect the numbers behind it to be traceable to real assets.
A spreadsheet emailed around the committee cannot show who assessed what, or when. A live record ties each asset line to a dated inspection, photos of the actual plant and an authorised sign-off. That is what an auditor, an incoming strata manager or a prospective purchaser can rely on when the fund balance is questioned.
What good looks like
- Every major asset listed separately: roof, lifts, pumps, façade, common-area finishes.
- Condition rating and remaining life recorded against each asset, not the building overall.
- Expected works year by year, with costings and the basis for each figure.
- Opening and closing fund balances shown against the forecast spend.
- Authorised sign-off from the committee or manager, dated and photo-backed.
10-year capital works fund plan worksheet, answered
Is this a PDF or Word template?
Neither. It is a live form: your crew opens it on their phones, ticks it through, attaches photos and signs on the glass. Every submission is timestamped, GPS-pinned and stored as proof.
What should a 10-year capital works fund plan include?
A per-asset schedule covering condition, remaining life, expected works and costings, plus forecast fund balances year by year. Photos of the assessed plant and an authorised sign-off make the numbers defensible to owners and auditors.
How often should the capital works fund plan be reviewed?
Review it at least annually alongside the budget, and again after any major inspection, defect report or capital works completion. Keeping each revision as a dated record shows owners the plan tracks the building, not last year's guesswork.
Can I buy just this one form?
It comes with the plan: this form, the other 276 in the library and Eaco AI for $29 a month, GST included. Cancel anytime.
Forms that work alongside it
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