JCT Contract Toolkit: contract summary, payment calendar and variation register
Pull the money terms out of your JCT contract onto one page, get every valuation and notice date for the job, and log every instruction from verbal to certified. Free Excel and Word templates.
For QSs, commercial managers and directors at UK contractors and specialist subcontractors working on JCT terms.
Email me the toolkit
Written by Ben Atkinson, Streamlined Analytics. Presets from JCT's published explainers and bank holidays from GOV.UK, October 2026. Not a JCT contract. Not legal advice.
- ✓ A contract summary: the money and time terms from the particulars and amendments on one page, with a red-flag checklist
- ✓ A payment calendar: 24 valuation dates with the due date, notice deadlines and final date, with bank holidays counted
- ✓ A variation register and a delay and notice log, so no instruction or notice goes unrecorded
- ✓ A retention tracker, four Word letters and a one-page guide to the JCT 2024 contracts
Not legal advice: check your own contract particulars and amendments. This is a template for general information only. It is not a JCT contract and contains no JCT contract wording. Streamlined Analytics Ltd accepts no liability for how it is used.
What it looks like
Worth knowing
- Most money terms in a JCT contract live in the contract particulars and the schedule of amendments, not the printed conditions. Read those first.
- Confirm every verbal instruction in writing the same day. Unrecorded instructions are where a subcontractor's margin leaks.
- A sub-contract's payment dates usually hang off the main contract's valuation dates, so ask for them at tender.
The worked example: every deadline from one valuation date
A fictional drylining subcontractor types its sub-contract's days into the payment calendar: due 7 days after the Interim Valuation Date, payment notice within 5 days of that, final date 14 days after the due date, pay less notice at least 5 days before the final date. Those are the example's days, not a statement of JCT sub-contract terms: you type in your own.
| Valuation date | Due date | Payment notice by | Pay less notice by | Final date |
|---|---|---|---|---|
| Thu 28 Jan 2027 | Thu 4 Feb | Tue 9 Feb | Sat 13 Feb (serve by Fri 12 Feb) | Thu 18 Feb |
| Sun 28 Feb 2027, application in late on Tue 2 Mar | Tue 9 Mar | Sun 14 Mar (serve by Fri 12 Mar) | Thu 18 Mar | Tue 23 Mar |
| Sun 28 Mar 2027, over Easter | Mon 5 Apr | Fri 9 Apr | Tue 13 Apr | Mon 19 Apr |
The late application moves every date after it. Over Easter, Easter Monday isn't counted, so the due date is Mon 5 Apr rather than Sun 4 Apr. Switch the calendar to Scotland and it uses Scotland's bank holidays instead.
What's in the toolkit
- 01Contract summary: money terms, amendments, red flags
- 02Payment calendar: every valuation and notice date
- 03Variation register: verbal to certified
- 04Delay & notice log: time and money claims
- 05Retention tracker: held, due back, chased
- 06Four Word letters and the JCT 2024 one-pager
Common questions
Is this a JCT contract or a JCT template?
No. JCT contracts are copyright and must be bought from JCT. The toolkit contains no JCT contract wording: it's what you run the contract with, using the values from your own contract particulars and amendments.
Does it have the JCT payment days built in?
It has presets for the pattern JCT's own explainers give for its main contracts and for the Design and Build late-application rule, each labelled 'check your particulars'. Sub-contract payment days aren't built in: you type yours in.
Does it work for subcontractors?
Yes, it's built subcontractor-first. The contract summary has a red-flag checklist for amended sub-contracts, and the payment calendar takes your sub-contract's own day counts.
Is this legal advice?
No. This is a template for general information only. It is not legal advice: check your own contract particulars and amendments, and take advice on anything that matters. Streamlined Analytics Ltd accepts no liability for how it is used.
Will it open in Google Sheets?
Yes. The workbook uses standard functions only, with no macros, links or passwords, so it works in Excel, LibreOffice and Google Sheets. The letters are plain Word files and the guide is a PDF.