Click on a relevant link below to continue:
A. Create New '26 Application for Payment'
It can be created by users in the Contractor role by going to the 'Project Forms' or 'Contracts' area, as applicable.
Expand the 'E. Certificates' group and select '26 Application for Payment' type.
Click on '+ Create Form' to create a new '26 Application for Payment'.
B. Enter Details for '26 Application for Payment'
This form is used by the Contractor to raise an application for payment with the Project Manager or vice versa, depending on the scenario. Below is a description of the available fields:
B1. Contract
Select your required contract from the dropdown for which early warning needs to be raised.
It will populate fields based on the contract selected, as mentioned below.
B2. To Project Manager
To select the Project Manager to send the 'Application for Payment'.
In case a Project Manager is raising this form, the field name would be replaced with 'To Contractor'. In such a scenario, they can select the Contractor to send the 'Application for Payment'.
B3. Subject
Enter a subject line for this Application for Payment.
B4. Application for payment type
Select a type of Application for Payment. Available types are - Application for Payment, Final Application for Payment. Once the type is selected, it will display the completion issue date, assessment date and final payment certificate due date. If selecting the type as 'Final Application for Payment', you will get another dropdown option to select the ID of the related 17 Completion Certificate.
B5. Applied Cost
Based on the contract sections available, you can enter the applied cost opposite each of the sections. The total amount would be auto calculated and displayed at the end. Information regarding previous accepted payments, if any, will be displayed on the right side corresponding to each of the sections.
B6. Delay Damages
You can enter details regarding delay damages, if any. Click the + icon at the bottom left to add delay damages. It will populate options to select a section and enter the damage cost based on the selected section. Follow the same process multiple times by selecting different sections as needed.
B7. No accepted first programme as clause 50.5 (£)
Enter any damage cost deductions from the contractor due to not accepted first programme as clause 50.5 if applicable.
B8. Retention (£)
Enter any damage cost deductions from the contractor due to retention, if applicable.
B9. Other amounts to be deducted from the Contractor (£)
Enter any other amounts to be deducted from the contractor.
At the end of this section, it displays the total amount due, less amount due in the last payment certificate (£), change in the amount due since the last payment certificate, which is certified for payment (£).
B10. Comments
Enter comments if any.
To attach external files as reference documents, click here for detailed help on how to attach files while creating a form.
To associate existing files on the projects accessible to you on Asite, click here for detailed help on how to associate files while creating a form.
C. Submit Details for '26 Application for Payment' / Save Details as Draft
Once you have entered the required details, click the 'Send' button to save/submit the details. This will send a 'Respond' task to the Project Manager or Contractor selected while creating the form. Also, the form will be distributed separately as per the distribution list entered while creating the form, if any.
In case you plan to edit and submit later, use the 'Save Draft' button to save the details as a draft. In such a scenario, you have an option to get the draft message reviewed by some other user by assigning them the 'Review Draft' task. Users who are added as 'Draft Only' members in the contract management team will only be able to save the form details as a draft and cannot 'Send' the form.
Click 'Cancel' if you want to entirely cancel the form under creation. Clicking on 'Cancel' will prompt the user to confirm once again, as any unsaved data in the form under creation will be lost forever once it is cancelled.
D. Edit Draft of '26 Application for Payment'
Click here for detailed help on how to edit an existing form draft.
E. View an Existing '26 Application for Payment'
To open an existing '26 Application for Payment' form for viewing, click on the form title from the relevant listing area. The form will open in view mode as shown below.
Click here for detailed help on Form Viewer Options.
Click on the contract number to view related contract details. Similarly, click any form ID with a hyperlink to open the related form as applicable.
Next Article: Programme Mgmt (Overview)