Progress Claims are mandatory to be completed for all projects with fees up to $20,000 and/or 3 or more disciplines are working on the project.  Projects from $10,000 - $20,000 can use progress claims at the project lead's discretion (this can be dependent on the client or nature of the project).  The project lead is responsible for setting the progress claim up and ensuring it is completed.  It is at their discretion whether this is sent to the client with the invoice or kept on file for our records.  They will let the finance team know whether this should be sent to the client or not by stating this in their billing sheet wording as per the Invoice Wording Guideline.

 

To ensure progress claims are completed the administration team will save the progress claim template into the project folder when they receive a signed fee submission for a project that fits the above criteria.

 

The same project claim template should be used in all cases and can be found here - Template Progress Claim

 

The template is to be saved into the project folder in the Project Management > Financial > Claims folder.  The template should be saved as 21XXXX PC Template and a folder needs to be created for each version of the progress claim named PC0X - month/year.

 

The template is used by calculating a progress percentage of the project to invoice for each discipline.  The template usually reflects the fee proposal and breakdown in the contract value on the left side of the claim.  Each month the totals previously invoiced are updated.