Source: https://www.quantsurv.com/library/tools/settlement-preparation-record Content format: Markdown version of the public page. Content reviewed: 2026-10-14 # Settlement preparation record Prepare an itemised settlement position and record precisely what is agreed, reserved or awaiting signed wording. by [Jack Butler-Kettle]() · About 2 min readShare ## How to use it Use this to brief the negotiation and check the final document. Do not label an agreement complete until authority, scope and final wording are confirmed. ### Settlement preparation record Use this to brief the negotiation and check the final document. Do not label an agreement complete until authority, scope and final wording are confirmed. [Download blank Excel workbook]() 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 #### Settlement preparation record Scroll across if needed to read the whole record. A dash means no value has been entered. Settlement preparation record: completed fictional example | Issue | Our position (£) | Other position (£) | Proposed compromise (£) | Scope / reservation | Status | | --- | --- | --- | --- | --- | --- | | CH-07 variation | £3,200.00 | £2,400.00 | £2,800.00 | This change only; time claim excluded | Agreed in principle; wording pending | | Retention | £10,000.00 | £10,000.00 | £10,000.00 | Release remains subject to specified trigger | Not part of immediate payment | | Legal wording | – | – | – | No general release beyond listed account items | Reviewer to check draft before signature | A negotiation record is not a signed settlement agreement. Identify the parties, authority, payment conditions, tax treatment and claims being released. ## Understanding your results A negotiation record is not a signed settlement agreement. Identify the parties, authority, payment conditions, tax treatment and claims being released. ## 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. [Browse the Library]()