Construction change-order pack

Purpose

Translate a documented scope change into a traceable cost, time, and entitlement package ready for project review.

Scope

Changes to construction scope, quantities, sequence, materials, or access conditions under an existing contract. Excluded: approval, negotiation, notice delivery, and legal conclusions beyond the supplied contract wording.

Data basis

• Change trigger, contract and amendments, baseline estimate, drawings, quantities, rates, schedule, and prior approved changes.
• The fixed records, tables, or folders in the skill scope that hold the relevant history or schema.

Result

A change-order draft, calculation sheet, entitlement memo, and assumptions or evidence-gap list.

Quality criteria

• The changed scope is bounded against the original scope.
• Every amount traces to a quantity, rate, contract basis, or explicit assumption.
• Time impact distinguishes direct duration, sequencing, and uncertain effect.
• The package identifies notice, valuation, and supporting-document requirements from the contract.
• No unverified entitlement is stated as established.

Instructions

Build the baseline-versus-change comparison before calculating value. Use contract rates where applicable and separate new rates, allowances, overhead, and markups. Link each quantity to a drawing, measurement, or record. Treat schedule effects as scenarios when the critical path is not evidenced. Quote the relevant contract clause and state unresolved interpretation questions.

Adapt before use

Keep the source trail close to every conclusion and preserve the difference between a source fact, a calculated value, an assumption, and a recommendation. Use stable identifiers across the document and sheet so a reviewer can move from a summary statement to the underlying row and source. Prefer a complete, transparent partial result over a confident answer built on missing evidence.

• Add the contract, change-control procedure, and approved rate schedule.
• Define markup, overhead, contingency, and rounding rules.
• Specify schedule evidence and time-impact conventions.
• Set approval and escalation thresholds.