Free template

A Schedule of Values template built for Ontario

Most SOV templates are American — no holdback, no HST, no statutory declaration line. This one is Canadianized: download it, fill in your line items, and bill your first draw.

Download the template (.csv)

Opens in Excel, Google Sheets, or Numbers.

  • Item code, description, unit of measure, and unit rate — one row per line item
  • Scheduled value, quantity and percent complete to date
  • Separate statutory and maintenance holdback rate and dollar columns
  • A net receivable column (billed less both holdbacks)
  • An HST line and a CCDC 9A statutory declaration checkpoint for every draw

Optional

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This template is a starting point for your own Schedule of Values, not a substitute for the CCDC 9A form itself or for reviewing your contract's specific holdback and tax requirements with an accountant or construction lawyer.

FAQ

The SOV template, explained

What is CCDC 9A?

CCDC 9A is the Statutory Declaration of Progress Payment Distribution — a standard Canadian Construction Documents Committee form contractors typically submit with a progress draw. The template includes a checkpoint column to track whether it's been filed for each draw; it doesn't reproduce the CCDC form itself, which is licensed separately.

Does this replace software for progress billing?

For a single project or two, a spreadsheet works fine. Once you're tracking holdback release dates, HST, and multiple draws across several projects, that's exactly what Vinclo automates — see how the Billing feature works.

Is my information shared if I use the optional email capture?

No — your details go straight to Vinclo, not a third party. The download itself never requires your email.

See a real draw come out of your Schedule of Values.

A short demo, sized to how your team actually bills progress.