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Formal communication preparation pack

See the different information needed for a dispute referral, suspension review and termination review before formal action.

by Jack Butler-Kettle · About 3 min readShare

How to use it

Use these original fictional preparation records to organise the evidence and obtain advice on the actual procedure. They are not universal notices to serve.

Formal communication preparation pack

Use these original fictional preparation records to organise the evidence and obtain advice on the actual procedure. They are not universal notices to serve.

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

Dispute notice preparation

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

Dispute notice preparation: completed fictional example
FieldCompleted fictional record
Parties and contractWesthaven Interiors and Alder Mere Projects; order WH-042
Dispute£2,000 September assessment difference, rejected in response C-11
Relief soughtPayment of the substantiated balance; interest basis to be checked
DocumentsAPP-09, PN-09, C-09 and C-11; bank record B-17
ProcedureIdentify applicable adjudication terms, nominating route and service requirements before issuing

Suspension review

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Suspension review: completed fictional example
CheckCompleted fictional record
Payment position£2,000 assessed balance unpaid; application difference tracked separately
PrerequisitesPayment obligation, final date and any pay less notice to be reviewed
Proposed actionNo suspension date authorised; review notice period and service first
Operational planRecord affected work, safe handover and restart implications

Termination review

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

Termination review: completed fictional example
CheckCompleted fictional record
Alleged groundRepeated access obstruction alleged; contract ground not yet established
SequenceReview breach notice, remedy opportunity and termination steps separately
AuthorityDecision and wording require authorised review before any notice
Evidence / accountPreserve correspondence, programme, work/property inventory and payment account

These preparation examples deliberately stop before a legal act. The applicable contract, governing law and facts determine the required content, procedure and consequences.

Understanding your results

These preparation examples deliberately stop before a legal act. The applicable contract, governing law and facts determine the required content, procedure and consequences.

How it works

The Word file provides an unpopulated working structure to complete for your project. The completed fictional 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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