An interim valuation certificate records the amount certified as due at each interim payment stage of a building contract. It is the one-page document the quantity surveyor or contract administrator issues after valuing the work, so it has to show clearly how the gross valuation turns into the net amount due.
Who it is for
It is written for quantity surveyors, commercial managers and contractors running JCT projects who want a consistent, auditable paper trail from first valuation to final account, without building their own spreadsheets and letters from scratch on every job.
How to use it
Enter the gross value of work, materials on and off site, and the retention percentages. The sheet deducts retention and amounts previously certified, adds VAT where it applies and writes the net amount in words. The off-site materials line can take the total from the Vesting Certificate, and the gross figure can come straight from the Monthly Valuation Workbook.
What's in the template
- Gross valuation with materials on site and off site
- Retention at two rates (for example before and after practical completion)
- Less previously certified, net due, VAT and amount in words
- Signature and date block
File format and what you download
The download is an Excel workbook (.xlsx), supplied as a BLANK version ready to use and an EXAMPLE version completed for a fictional project, with PDF previews and a short Read Me covering instructions and the licence. There are no macros. It works in Microsoft Excel and Word 2016 or later and in LibreOffice.
Price
This template costs £3.50 as a single download. It is also part of the QS Commercial Starter Pack: all 13 documents for £24 instead of £45.50. Prices include VAT where applicable.
Related guides
Also in the QS Commercial Starter Pack
- Monthly Valuation Workbook
- Application for Payment
- Variation Register
- Final Account Statement
- Instruction Register
- Architect's / CA Instruction
- Employer's Agent Instruction
- Site Instruction
- Variation Instruction / Change Request
- Payment Notice
- Pay Less Notice
- Vesting Certificate
Check before use – not legal advice. Check the template against your own contract and current legislation and guidance. Clause references are completed from your own contract; no JCT contract wording is reproduced.