Subcontractor Application Assessment Sheet
The working behind the Payment Notice.
Their application on one side, your assessment on the other, and a written reason for every line where the two differ. A notice must state the sum considered due and the basis on which it is calculated, and an assessment with no reasons behind it cannot be defended when the cycle is referred months later.
What you get
How it works
Line by line, with reasons
Applied, assessed and the movement per line, then the reason for the movement and the evidence relied on. The classic failure is a global cut with no per-line story, and that is the assessment that loses at adjudication.
The deadlines, counted for you
Received date, due date, the Payment Notice deadline and the pay less deadline, with the days left counting down. Five days from the due date is the statutory maximum for the Payment Notice; the subcontract can require it sooner.
From assessment to notice
The certifiable number lands in a summary shaped like the notice it belongs in, so the sheet itself is the basis of calculation the notice must state.
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 override the statutory defaults.
Related paid help
For the assessment produced for you each cycle, with reasons that survive a referral, see the Payment Application Assessment & Certification service.