Calculation worksheet and cost-basis review
Check arithmetic, units, duplicate items and pricing assumptions against source quantity and rate records.
Preparation formOpen the form →
Delivery, cost and progressCost, Quantities & Payment Evidence
Check how quantities, rates and contract terms form a cost or payment claim. Keep the calculation traceable to its inputs.
Choose a task
Budget, commitment and completion-forecast control
Reconcile the baseline budget, approved changes, commitments and remaining forecast without double counting.
Preparation formOpen the form →Payment application reconciliation with quantities and evidence
Match claimed work to measurements, records and contractual payment and deduction rules.
Preparation formOpen the form →Information to prepare
- Bill of quantities and measurement rules
- Pricing basis, taxes, currencies and dates
- Budget and confirmed commitments
- Verified quantities and records
- Contract payment, retention and advance terms
Purpose of the preparation
A workbook with inputs and formulas, budget gaps and payment-support records for review.
Available here: an input brief in Word and an input register in Excel. The full analysis described above is not generated by this form.
Professional review
Estimator or cost consultant; authorised payment representative
A checked spreadsheet is not payment certification. Rates, measured work, taxes and contractual deductions require verification.
Related templates
Editable blank templates are a separate product. Buying a template does not include AI processing. Sales are not open yet.