📍 When to use this template
- Used every month to verify contractor compliance before processing their RA Bill.
- Triggered upon receiving PF/ESI challans and ECRs (Electronic Challan cum Return) from each contractor.
- Filled by the Site Admin/HR Officer or PMC team, and reviewed by the Client/Principal Employer.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Header / Project Info7 fields
Project Name
_____________
Contract / Package No.
_____________
Document Number
_____________
Date of Report
_____________
Month & Year of Compliance
_____________
Prepared By (PMC)
_____________
Approved By (Client/PMC Head)
_____________
2Contractor Details6 fields
Contractor Name
_____________
Contractor's PF Code No.
_____________
Contractor's ESI Code No.
_____________
Work Order / LOA Reference
_____________
Name of Contractor's Representative
_____________
Contact Number
_____________
3PF (Provident Fund) Compliance Details10 fields
Compliance Month
_____________
No. of Employees in ECR
_____________
Total Wages for PF (₹)
_____________
Employee's Contribution (12%)
_____________
Employer's Contribution (12%)
_____________
Total PF Amount Deposited (₹)
_____________
PF Challan No. / TRRN
_____________
Date of Deposit
_____________
ECR Submission Date
_____________
Remarks / Discrepancies
_____________
4ESI (Employees' State Insurance) Compliance Details10 fields
Compliance Month
_____________
No. of Employees in ECR
_____________
Total Gross Wages for ESI (₹)
_____________
Employee's Contribution (0.75%)
_____________
Employer's Contribution (3.25%)
_____________
Total ESI Amount Deposited (₹)
_____________
ESI Challan No.
_____________
Date of Deposit
_____________
ECR Submission Date
_____________
Remarks / Discrepancies
_____________
5Document Verification6 fields
Copy of PF Challan Received (Yes/No)
_____________
Copy of ESI Challan Received (Yes/No)
_____________
Copy of PF ECR Received (Yes/No)
_____________
Copy of ESI ECR Received (Yes/No)
_____________
Verification Status (Verified / Pending / Discrepancy Found)
_____________
Verified By (Name & Signature)
_____________
6Summary & Action Required4 fields
Overall Compliance Status (Compliant / Non-Compliant / Partially Compliant)
_____________
Amount Withheld from RA Bill (if any)
_____________
Action Required / Notice Issued to Contractor
_____________
Deadline for Rectification
_____________
💡 Sample filled excerpt
Contractor: ABC Infra Ltd. | Month: May 2024 | PF Status: Verified | PF Challan No: PMECR0123456000 | ESI Status: Verified | ESI Challan No: 02000123456789 | Overall: Compliant. Cleared for RA Bill-05 processing.
⚖ Compliance notes
- Fulfills requirements under the Employees' Provident Funds and Miscellaneous Provisions Act, 1952.
- Ensures compliance with the Employees' State Insurance Act, 1948.
- Crucial document for labour audits and for releasing final payments/retention money to contractors.
- Helps the Principal Employer avoid liability under the Contract Labour (R&A) Act, 1970 for non-payment by contractors.