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Interim Valuation Build-Up

The measure recorded once, so it is never re-argued.

The working behind the number on your application: the pricing document line by line, with what was complete last time, what is complete now and the movement this period. Most valuation disputes are not about rates but about what was measured, when and by whom, and this sheet settles that at the time, the only moment it is cheap to settle.

What you get

Preview of the Interim Valuation Build-Up template
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Preview of the Interim Valuation Build-Up filled in for an example project
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How it works

The pricing document, line by line

Each line carries its reference, quantity, rate and total, then the percentage and value previously, now and this period, so every movement traces to a line rather than a lump sum nobody can check.

The other elements, each in its place

Variations split by status, dayworks from signed sheets, materials on and off site, ascertained loss and expense and fluctuations, each entering the gross valuation as its own line with the retention arithmetic underneath.

One build up, two uses

The same working serves the application you issue and the assessment you defend, because a number with its working attached survives scrutiny that a bare total does not.

An Excel template with no macros. Only the yellow cells can be edited, the Guide tab explains every step, and it prints on A4. Your contract's terms come first.

Related paid help

For the valuation measured, recorded and argued for you each period, see the Interim Valuations service.