Payment application checklist
Check the valuation date, required format, recipient, attachments and submission evidence before sending an application.
by Jack Butler-Kettle · About 2 min readShare
How to use it
Complete against the actual contract requirements for that cycle. Leave a check open if its source or evidence is missing.
Payment application checklist
Complete against the actual contract requirements for that cycle. Leave a check open if its source or evidence is missing.
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
Payment application checklist
Scroll across if needed to read the whole record. A dash means no value has been entered.
| Check | Completed example | Status / evidence |
|---|---|---|
| Correct cycle and version | APP-10 r1; valuation to 20 Oct 2026 | Checked against payment schedule P rev 2 |
| Valuation and arithmetic | £120,000 gross less £6,000 retention and £90,000 previous assessment | £24,000 current application; reviewed by QS |
| Required attachments | Measurement MW-10; change summary CH-10 | All listed in covering email |
| Recipient and timing | Portal and accounts inbox specified in signed schedule | Upload planned before 20 Oct 12:00 |
| Proof of issue | Keep submitted workbook, PDFs and portal receipt | Open until receipt is saved |
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
Understanding your results
The completed example uses fictional people, events and records. Replace it with your own verified information and preserve supporting evidence.
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.