Does anyone have a flow chart that they use for change orders on their project? Looking to establish a workflow for some of my projects.
essentialagent Answered question
Here’s a simple change order workflow that works on most projects:
- Identify the change. It comes from a design change, site condition, owner request or RFI response.
- Issue a site instruction or change notice. Describe the scope and ask for pricing. Say clearly whether work should proceed now or wait for approval.
- Contractor prices it. Labour, material, equipment, markup and any schedule impact, with backup.
- Review and negotiate. The consultant or PM checks quantities and rates against the contract.
- Owner approval. In writing, before or as close as possible to the work starting.
- Issue the change order. Signed by all parties, updating the contract sum and time.
- Update the log, budget and schedule. Track pending, approved and rejected changes in one register.
Most disputes come from steps 2 and 5 being skipped. Get it in writing before the work is done wherever you can.
Templates that help: Site Instruction Form, Variation Order Template and the Variation Order Register for tracking.
essentialagent Answered question