Progress claim template for NSW builders: what to include
A progress claim in NSW has two jobs: get the numbers right, and reach the other party in a form your contract and the Building and Construction Industry Security of Payment Act 1999 (NSW) recognise. This page sets out what a NSW progress claim usually shows, the checks worth running before it goes out, and how a progress claim template can build it from the registers you already keep.
What a NSW progress claim usually shows
- The contract, the parties and the claim number
- The period or reference date the claim covers
- Work completed to date, by trade line or by the schedule of values
- Approved variations, with unapproved ones shown separately or left out
- Previous claims deducted, so this claim is the to-date total less what was already claimed
- Retention held at the contract percentage, and any release at practical completion
- GST, applied once, on the right base
- The amount claimed and, if you rely on the Act, an endorsement that the claim is made under it
Checks before you serve it
Most disputed claims fail on something simple: the wrong date, a variation claimed before it was approved, or GST counted twice. Run the list before every claim.
- The claim date falls inside the contract's claim period
- Contract sum plus approved variations equals the adjusted contract sum on the claim
- This claim equals the to-date total less previous claims
- Attachments are there: the statement, a variation register extract, and any statement your contract or the state requires
- It is served the way the contract says, to the right address, with a record of service
Why the template calls its due dates indicative
Your contract and the Act set when a payment schedule and payment are due, counted in business days, and the contract can set shorter periods than the Act. The Contract Admin Pack counts business days and skips the public holidays and shutdown days you list, but the rules change, so the dates it prints are a guide. Check the current requirements in the NSW Government's security of payment guidance, or with your lawyer, before you rely on one.
How the Contract Admin Pack builds the claim
- Variations, EOTs and RFIs go into their registers as they happen
- At claim time you enter the percentage complete per trade line; the claim pulls approved variations and previous claims
- Retention and GST are calculated, and a check line compares previous claims with the Claim register
- The Claim statement prints to A4 as a PAYMENT CLAIM, with the NSW endorsement line if you switch it on
Get the template
A progress claim template that reconciles to the contract sum every month, with the variation, EOT and RFI registers that feed it. One Excel workbook for Australian jobs in NSW and QLD, ready for Google Sheets.
12 months of updates. Checkout and GST handled by Gumroad.
FAQ
Is there a free NSW progress claim checklist?
Yes. The 12-point progress claim checklist is on the free page, next to the free Site Diary. The claim template itself is in the Contract Admin Pack.
Does the template work for QLD claims too?
Yes. Project setup has a NSW/QLD selector that sets the endorsement wording on the Claim statement; the registers and the claim calculation are the same in both states.
Does it work for subcontractor claims?
The pack is written for a builder claiming from the principal or owner. A dedicated subcontractor claim pack is on the Updates membership roadmap (target Q3 2027).
Is this legal advice?
No. SiteOffice templates are general tools, not legal, financial or construction advice. Check your contract and the security of payment legislation in your state, and get professional advice for your project.
SiteOffice templates are general tools, not legal, financial or construction advice. Check your contract and the security of payment legislation in your state, and get professional advice for your project.