A change order document beside a cost breakdown and construction drawings

For contractors

Change Order Requests

A change request can involve price, time or both. Its scope and supporting records determine what can be examined. The review also looks at how the request was submitted and handled during construction.

Changes may affect the work being priced and the surrounding sequence. A contract-administration review can examine change notices, time information, reservation language recorded in submissions and the way the parties processed the request.

A request may document scope, cost and time effects using the available records. From a contractor project manager’s perspective, the review may consider notice records, change submissions, schedule information and how the request moved through the project’s administrative process.

A change order request is a pricing document and a records document at the same time, and the second half is what usually decides it. Establishing that the work was outside the original scope, that it was directed or constructively required, and that the cost follows from it, is a documentary exercise long before it is an arithmetic one.

Scope is the argument underneath most disputed changes. Whether something was included is answered by the contract documents read together, drawings, specifications and the scope description, and the answer is frequently less obvious than either side initially believes. Setting out that reading explicitly, rather than assuming it, is what makes a request testable.

A change may have both cost and time effects. Contract-administration records can show how those effects were documented, what information accompanied a submission and how the project team responded.

Pricing information may include quantities, rates, resource assumptions and relevant contract provisions. The available detail affects what can be evaluated and the limitations of the analysis.

Quantity takeoff sheets and a calculator on a contractor's desk

Questions an assignment may address

In practice

  1. 01

    Establish it is a change

    Read the contract documents together to show the work falls outside the original scope, and identify the direction or circumstance that required it.

  2. 02

    Assemble the cost record

    Quantities, labor, equipment and material traceable to source records rather than reconstructed as a total.

  3. 03

    Price to the contract's own terms

    Rates, overhead and markup applied as the contract provides, so the derivation can be followed line by line.

  4. 04

    State the time effect

    Identify any impact on the schedule at the point of request, rather than settling cost and discovering the time consequence afterwards.

Considerations and limitations

Questions and limitations to consider

Cost and time addressed separately

Settling the money and leaving the schedule effect unclaimed, which is often worth more than the change itself.

The underived lump sum

A total with no visible build-up, so quantities, rates and assumptions cannot be reviewed.

Scope assumed rather than shown

Asserting the work was extra without setting out the contractual reading that makes it so.

Change Order Requests

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