Progress Recommendations are the first step in assessing the contractor’s claim for payment.
Create a Progress Payment Recommendation
Progress recommendations are prepared in the Assessment view of the contract.
1. Select the Project and a Contract within the Contract Module, then select Invoice and change the View to Assessment.
2. Enter either the % Complete or the Contractor’s Claim value all deliverables and variations which are being claimed against.
3. Select and the claim amount will be displayed with the % complete of the contract.
4. If you wish to vary the assessed amount from the Contractor’s Claim then edit the Assessment amount to reflect this and type a reason in the reasons box.
5. Select and any variances with the Contractor’s Claim will be.
6. Click on the Start new document workflow button and select the Progress Payment Recommendation template
7. UniPhi Document creation screen will open in a new browser tab. Note that all the fields have been selected, such as “Use Template” and “Create in Project” because this information is already known. You can also review who the approvers might be and their delegations. Select Create to start the document.
8. The first step in the document is to review the recommendation. The Supplier and Contract will be selected automatically.
9. Enter the Certification Date.
10. The claim number is automatically populated; however, it can be overridden
11. The values for this claim which were entered into the edit contract screen will be automatically summarised in this step. Review the figures to ensure that they match the recommendation.
12. Further down the page a detailed summary of amounts claimed, assessed and any variance reasons will be displayed for Deliverables, Variations, Claim adjustments etc. These are exactly as entered in to the Contracts Edit view. Review them to ensure they are as intended.
13. Select Save and Continue to proceed to the next step.
14. The remaining steps will vary with your template but may include a header with details of the claim and the contract and a step to upload photos or other relevant files.
15. At the finish step, the document name will auto populate. You can edit the document name if needed, set the status of the document and distribute via email or PDF.
When a Progress Recommendation is set to Awaiting Sign-Off, the UniPhi approval process is triggered. The document will appear in the sign off workflows of the relevant approvers. Once all the approvers have signed off the document, the claim register in the contract will be updated. If the document is set to mark the amounts as claimed then the Previously Claimed values in the contract will update. If not, then a Certified Progress Claim will need to eb created and signed off to update the contract and close out the claim process.
For more information about documents in UniPhi, refer to the UniPhi 19 Document Management Training Section.
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