Construction and engineering template

Progress claims and close-out

Bring completed work, previous claims and supporting records together. Prepare the next payment application and keep the outstanding close-out documents in view.

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From progress to handover

Do not leave the records until the end.

A payment application needs evidence of the work. Close-out needs its own records. Keep both visible as the project moves forward.

Reconcile the record

Measured work

$24,000 completed to date

Measure 03 · p. 2

Previous application

$17,000 already claimed

Application 02

Variation register

VO-07 · $6,250 still pending

Register · row 7

Contract terms

5% retention for this example

Contract · §8.1

Reconcile before claiming

Deduct the previously claimed work and keep pending variations separate. Your team reviews the calculation and supporting measurements.

Collect while the work is current

Track warranties, commissioning records and other handover requirements, with an owner for each outstanding item.

The app

The application and the evidence, together.

Check completed work against the last application, trace the deductions and see which records the team still needs to collect.

Progress claimsFoundry ExchangeSearchAsk

October application · for team review

Contract value $37,000 · measured work $24,000 · pending VO-07 excluded

Review application

Application 03 · October

Completed work to date

Measure 03 · p. 2
$24,000

Less previously claimed

Application 02
−$17,000

Gross this application

Measure 03 − App 02
$7,000

Retention · 5% of this claim

Contract · §8.1
−$350
Net this application$6,650

Sample calculation · before tax · pending variations excluded

contract · §8.1 · sample terms

Retain five percent of the gross value of each progress application. Apply the agreed release terms at close-out.

Evidence and close-out

Received

Measured work

Measure 03 · signed record

Received

Site progress evidence

October photo log

Outstanding

Product warranties

Requested from supplier

Outstanding

Commissioning records

Awaiting project team

Owner · Project delivery
Next action · request the missing records

Illustrative app. All companies, people and figures are sample data.

What it reads

  • Measured work and progress records
  • Prior applications and variation registers
  • Contract terms and handover requirements

What your team sees

  • A draft application with its working
  • Evidence for the work being claimed
  • Outstanding close-out documents and owners

What you set

  • The application period and review process
  • Contract-specific deductions and exclusions
  • Which records the handover pack needs

Questions

What people ask about progress claims and close-out.

Can we check the figures before sending an application?

Yes. Your team can review extracted values beside their source passages and approve or edit them. The example keeps measured work and previous claims together for that check.

Can the app follow our contract-specific process?

Yes. We can build the workflows and app around your process and data. Your team sets the calculation rules, review steps and required records.

Do we have to build the app ourselves?

No. We can map your process, build the workflows and the app, and hand your team something ready to use. Your team can change it later or ask us to.

Can we change the fields and review steps?

Yes. Describe what you need to the Assistant. It can change workflows and apps, with every change shown for your approval.

Is our project data used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.