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Date

To:	Owner's Company NameContractor's Company NameConstruction Lien ActContractor's Company Name

Street Address

Suite number

City, Province or State

Postal Code

Country

Attention:	Name

Re:	Applications for Payment Documentation

Project Description

Project Location

Proj No:	nn.nnnnn.nn

Dear Contractor’s Rep,

Consultant’s Firm Name has been retained by Owner's Company Name as Payment Certifier to review applications for payment, substantial performance and completion of the contract for this project. In order for us to review your claims in a timely manner we require that you submit the following information with each of the following types of claims.

Prior to the your first application for payment please submit for review a detailed contract breakdown (schedule of values) indicating all trade sections, showing the cost of each section or trade. Include general conditions and line item amounts for project close out submittals (as-built drawings and specs, warranties, operating manuals, etc.) for architectural, mechanical, electrical, structural, and other disciplines in this breakdown. This breakdown shall be kept up-to-date reflecting any and all authorized changes to the Contract and the amounts.

1.	With the first application for payment please submit:

A proper invoice as defined in the Construction Act and as modified by the contract.

A current contract breakdown, indicating contract values by section and amount complete to date.

A current Workplace Safety & Insurance Board (WSIB) Clearance Certificate.

2.	With the second and subsequent applications for payment please submit:

A proper invoice as defined in the Construction Act and as modified by the contract.

A current contract breakdown, indicating contract values by section and amount complete to date.

A current Workplace Safety & Insurance Board (WSIB) Clearance Certificate.

A statutory declaration. (CCDC Document 9A-2018)

3.	With your request for Certificate for Substantial Performance please submit:

A request for Consultant’s Firm Name to certify, stating you have achieved Substantial Performance as set out by the Construction Lien Act.

A list of all uncompleted and unsatisfactory work

A schedule for completion / rectification.

An application for payment including a proper invoice.

A current contract breakdown, indicating contract values by section and amount complete to date.

A current Workplace Safety & Insurance Board (WSIB) Clearance Certificate.

A statutory declaration. (CCDC Document 9A- 2018)

4.	With your claim for Completion of Contract please submit:

A copy of your inspection report.

A request for Consultant’s Firm Name to certify, stating you have completed the Work as set out by the Construction Lien Act.

An application for payment including a proper invoice as defined in the Construction Act and as modified by the contract..

A current contract breakdown, indicating contract values by section and amount complete to date.

A current Workplace Safety & Insurance Board (WSIB) Clearance Certificate.

A statutory declaration. (CCDC Document 9A-2018)

5.	With your requests for release of holdback please submit:

A letter stating which holdback release you are requesting. (up to Substantial Performance, Annual, Phased or Deemed Completion)

An application for release of statutory holdback.

A current contract breakdown, indicating contract values by section and amount complete to date.

A statutory declaration. (CCDC Document 9A-2018)

We trust this is clear and acceptable, but if you have any questions or comments please contact me directly.

Yours Truly,

Consultant’s Firm Name

per:

Your Name

Working Title

Officer Status

cc:	Owner’s Rep, Owner's Company Name