AFTERDRAFT

Construction Pay Application Process

The pay application process connects completed work to contract payment. It relies on the schedule of values, progress review, stored material backup, retainage, and required waivers.

Process steps

  1. Step 1

    Update the schedule of values

    Enter previous billing, current work, stored materials, retainage, and balance to finish.

  2. Step 2

    Collect subcontractor backup

    Gather invoices, lien waivers, stored material records, photos, and percentage-complete support.

  3. Step 3

    Review progress

    Compare billed percentages against observed work and contract requirements.

  4. Step 4

    Certify payment

    The required reviewer certifies, revises, or rejects the requested payment based on the contract process.

  5. Step 5

    Record payment and retainage

    Update accounting, job cost, retainage, and cash flow records after payment is processed.

Checklist

  • Pay period
  • SOV line items
  • Previous billing
  • Current billing
  • Stored materials
  • Retainage
  • Lien waivers
  • Certification

Related terms