When you need it
Prepare this submission when an identified contract event has produced asserted time or cost effects that require a substantiated request, following the actual contract's notice and submission arrangements.
DOCX /
AI tools and documents for engineering and project management.
Contractor Claim Submission
Present a substantiated contractor claim with contract basis, causation, time or cost effects and supporting records.
How to use this templateThis Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
It connects the contractual basis, event chronology, causation, programme effect, and quantum, enabling the recipient to assess the requested relief and distinguish evidenced consequences from unsupported assertions or forecasts.
How to complete it
- Identify the actual contract and amendments, then populate Contractual basis and Notices and correspondence with clause references, dates, and service evidence.
- Build Events and chronology from contemporaneous records, explaining causation, affected activities, competing causes, and mitigation within the programme impact section.
- Reconcile Cost and quantum with the Claim summary, distinguish forecasts from actual costs, and index all supporting records and missing evidence.
Who prepares and reviews it
A contract manager typically leads, supported by the planner, quantity surveyor, site team, and relevant technical specialists. Commercial and legal reviewers assess entitlement, while the authorized representative controls formal submission.
A mistake to avoid
A long event narrative without demonstrated critical-path effect or cost causation does not establish the relief requested in the claim summary.
Illustrative example
Illustrative example: late access prevents excavation of a pumping station. The contractor records possession correspondence, daily labour records, and programme updates, then demonstrates the affected sequence. The submission requests a substantiated extension and evidenced costs, while identifying a disputed concurrent equipment delay for assessment.
Document contents
- Contract and submission details
- Relief requested
- Contractual basis
- Events and chronology
- Notices and correspondence
- Causation and responsibility
- Programme impact and extension of time
- Cost and quantum
- Mitigation and continuing effects
- Claim summary
- Evidence index
Required inputs
- Project name, location, company, document number and revision
- Actual project scope, source records and responsible roles
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief