Uploading Contract Sum Analysis Document for Detailed Application Subcontract Orders

When the order has been created on the system you will receive the below email advising that you will need to upload your CSA document to the order.
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If you follow the link on the email, you will be brought to the below page where you can download the blank template for your CSA document:
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This template has several columns that will need to be populated with your task details which have been explained below.

Section Description is a necessary field.

If your tasks are split into different sections (Different floors of a building in the example below), this is the column you would use to separate these tasks into their respective sections.

If you do not have tasks that need to be separated into different section headings, you will need to put every task under the same section heading.

Contractor Description is not a necessary field.

This field is used if you or the contractor require the tasks to be given a specific referencing system.

For example, below, the example will be using the referencing format S2000(order reference).x(Task number). Below is an example using this format:
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Planning Activity Reference is not a necessary field.

This field is for internal reference and will not be displayed on the task-level details.

This field would be used for planning purposes and would be the order in which the activities were planned to be completed, see the example below:

Planned Start/Finish Date and Duration are not necessary fields.

These are not necessary fields and are not displayed on the task-level details.

Here is where you would input when you plan to start work on the task when you plan to finish work on the task, and how many weeks the work will take (if known). See the example below:

Task Name is a necessary field.

This is where you input the name of the task (what the actual works being carried out are). See below for examples in the sheet:

Task Comment is not a necessary field and is for internal reference.

This is where you would input a comment that needs to be considered in relation to the task. Examples would be a specific deadline for part of the task or if approval/clearance would be required to carry out the work. See below for an example:

Quantity is not a necessary field.

This field is for tasks that are broken down into a number of units. For example, if the task was 'add tiles', you could input the quantity as the number of tiles. In the example below, the quantity added is 10.

If the task is not broken down into quantities, you can leave this section blank.

Unit is not a necessary field.

The unit column would be used for tasks that have a quantity assigned. The unit would be the unit measurement that the task quantified with. An example could be m2. The example below would mean that the task is for 10 metres squared of tiles.

Rate is necessary only for tasks that have a quantity assigned to them.

The rate is the cost per unit of the task. For example, the below example task is for 10 m2 of tile. If the total cost of the task is £1000.00, then the rate would be £100.00 (rate is always total value divided by quantity).

Total Value of Works is a necessary field for all tasks.

This column is for the total cost of the task. The sum of the total values for all of the tasks combined should always equal the order value. The example sheet below now contains a completed Total Value column:

Once you have saved your completed file, you can upload it by clicking on the ‘Upload File’ button and selecting it on your computer. It will then show the task values you have added, like the screenshot shown below:

If you are happy with the values, you can submit for approval using the ‘Submit Contract Sum Analysis For Approval’ button.

If you are not happy with the values, you can remove the CSA using the ‘Delete Contract Sum Analysis Details’ button, at which point you can amend your template and re-upload with your corrections.