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Contract and security document register

Identify the actual contracts, warranties and bonds needed for a project, with edition, parties, execution and review status.

by Jack Butler-Kettle · About 2 min readShare

How to use it

Obtain authorised documents from the publisher or relevant party. Use the register to track them; it does not reproduce or supply a standard contract.

Contract and security document register

Obtain authorised documents from the publisher or relevant party. Use the register to track them; it does not reproduce or supply a standard contract.

Free blank template for your own project. The completed example is shown below. No email address required.

View the completed example

Completed fictional example

Westhaven refurbishment · 14 October 2026 · Version 1.0

Contract and security document register

Scroll across if needed to read the whole record. A dash means no value has been entered.

Contract and security document register: completed fictional example
DocumentForm / editionParties / beneficiaryExecution / expiryReview questionSource / status
Main contractSelected JCT form and edition to be confirmedEmployer / contractorSigned copy requiredCheck particulars, amendments and incorporated documentsObtain licensed copy from JCT
Collateral warrantyProject-specific agreed draftSubcontractor / named beneficiaryExecution pendingCheck duty, liability limit, assignment and step-in provisionsObtain agreed draft from project team
Performance bondBond provider draftContractor / employerExpiry and claim conditions to be verifiedCheck trigger, amount and required demand documentsObtain provider-issued instrument

The download is an original document-control register. Copyright standard contracts, warranties and bonds must be obtained through authorised sources and reviewed for the project.

Understanding your results

The download is an original document-control register. Copyright standard contracts, warranties and bonds must be obtained through authorised sources and reviewed for the project.

How it works

The workbook provides blank working records. Grey cells calculate from the entered inputs; yellow cells are for your information. The completed example stays on this page.

Read the related guidance for the context and checks behind this template.

If you need help preparing or reviewing the project records, our quantity surveying services explain the tasks available under a separate appointment. Agree the deliverable, responsibilities and required specialist input before work starts.

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