Free Change Order Template Excel
Free Change Order Template Excel – Change orders are written orders to make changes to the scope of work described in the original project contract. Change orders describe the new work to be done (or omitted), the impact on the budget, and the revised completion schedule. Change orders are common in construction projects, especially larger projects—in fact, there can be more than 50 of them in a single project.
Many factors contribute to the need for change management. They are usually used when the client or contractor decides that changes need to be made to complete the project, or when the definition of the completed project changes.
Free Change Order Template Excel
Amendment orders, also known as “modification orders”, are governed by contract law. These orders must meet the requirements of the original contract and must be referenced in the contract. Usually, change orders must be agreed upon by all contracting parties (owner, contractor and subcontractors). However, in cases where the changes are consistent with the contractor’s change clause, the owner can simply enforce them.
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In this article, we’ll take a closer look at the reasons, common strategies, and different types of change orders. We then provide a number of free downloadable templates that you can use to issue a change order for your next construction or engineering project.
If you’re creating a change order for the first time or just want to make existing forms more efficient, use our free change order templates to get started. Below you will find downloadable forms for different project types and objectives.
If you need to track all change order requests throughout the life cycle of a construction project, use this change order log. Describe each change and the timeline for the request, the cost to date, the time it will take to complete the request, and the final total.
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Use this form to describe the requested changes and to break down the impact of the changes on additional and deductible costs for labor, materials, and equipment. Add up the general contractor costs, subcontractor costs and markup and get final approval before proceeding with changes.
Use this universal change order template to request work for any type of project outside the scope of the original contract. Simply enter the reason for the change order, location, quantities and specifications, as well as previous and updated prices and times.
For changes that have a technical impact, use this engineering change order template. It allows you to calculate construction costs, design allowances and sales tax, detail preliminary and construction engineering, and summarize assumptions and risks. You can also include a drawing or specification for the change and get the engineer’s name and signature on the record.
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Use this form to request changes from contractor to owner, general contractor to subcontractor, or subcontractor to general contractor. This allows the client to describe the scope of the additional work, the quantities of labor and materials required, what payments will be made (and how much), the impact on the schedule, and who approved the work.
Facility planning and construction project managers can use this form to request or approve construction changes. This provides space for the requester to explain why the change is necessary (and why it is not part of the original contract), who is requesting it, how it will be funded and what impact it will have on the project.
Use this change order form for any type of construction or engineering project. In addition to basic applicant and change information, it collects data on changes in specific project categories, including scope, schedule, cost, quality, risk management, communication, priority level, and closure. You can also enter any suggestions for planned actions.
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When requesting a change to a construction project, use this form to describe changes that affect the scope of work in the original contract. Identify each work order item and whether it is an addition, deletion, or change expense. Note the initial cost of the contract and the final cost after the changes are implemented. You can also describe what was removed and changed from the original scope of work and the impact on schedule and schedule.
Use this basic form to quickly and accurately request changes to a construction project. Simply enter labor costs and hours, total owned and leased equipment, shipping information, material cost and quantity, and subcontractor total, then calculate your profit.
Subcontractors can use this template to request changes from the construction project owner or general contractor. Enter the total for equipment, materials, and labor, add the subcontractor’s direct costs and markup, and determine the total direct costs and markup—and you’re good to go.
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As mentioned, there are various circumstances that may require you to change your order. Some of these include:
Proper issuance of change order forms is critical, as failure to do so can lead to legal disputes between the owner, contractor and/or subcontractors. Despite the fact that a properly executed change order protects the parties from disputes more than any other type of documentation, these forms are rarely used in construction projects.
Change order management processes that describe the issuance and implementation of change orders should be included in the original contract. You should design these processes with input from the contractor – especially provision for contingencies or problems, as this can protect contractors from liability for unexpected costs.
Engineering Change Notice
It is better to issue change orders at an early stage of a construction project, as changes made at later stages can be more serious or negative to the completion of the project (staying on schedule and on budget). Change orders are critical to budgeting and forecasting the final cost of a construction project—they can either increase, decrease, or have no effect on the original contract price.
When identifying changes to be made and preparing the appropriate forms, refer back to the original contract and any other change orders that are affected. Changes can be identified through a contractor request for information (RFI), owner, contractor, architect or engineer meeting notes, discovery of an error or omission in the contract or drawings, or information from someone on site.
When creating a change order form, each party must agree to do something they are not already contractually obligated to do or prohibited by law. Both parties should get something out of the change: If, for example, the subcontractor has to raise prices, the owner has to do more work or work faster. A change can be made to the contract by any party and must generally be agreed by all parties. If one party’s performance is guaranteed by a third party, they must also agree to the changes.
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There are various documents that the owner, contractor(s), architect or engineer can create, issue and receive during change order management. The field nature of construction projects can make recording a challenge, but changes should always be recorded. The required documents usually include:
Where possible, revise or attach new design documents, drawings and/or specifications to the change order to clearly illustrate the changes.
For more information on required elements, types, pricing, and best practices for construction change orders, see “Construction Change Orders: Project Success Process and Best Practices.”
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There are four main types of change orders used by owners and contractors. To determine which type of change order to use for a specific change, consider several criteria such as the purpose of the change order, the logical costing method of the change order, etc.:
There are also cases where a contractor starts work under a T&M contract, but later renegotiates to use a fixed sum contract. Such a transition usually occurs when the parties discover that the scope of work exceeds the expectations of the original contract.
The engineer working on the construction project is responsible for requesting engineering change orders. They may issue these change orders for a number of reasons, including:
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From pre-construction to project completion, keep all stakeholders informed with real-time collaboration and automatic updates so you can make better, more informed decisions while delivering your projects on time and on budget.
The platform makes it easy to plan, capture, manage and report on work from anywhere, helping your team to be more efficient and get more done. Report on key metrics and gain real-time insight into performance with curated reports, dashboards, and automated workflows designed to keep your team connected and informed.
When teams have clarity about how they do the work, there’s no telling how much more they can get done in the same amount of time. Try it today for free. Choose from the most useful free construction change order forms to add changes to project contracts. These templates are customizable and available in Excel, Word, PDF and Google Sheets formats.
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On this page you will find a Construction Change Order Template, Engineering Change Order Template, as well as a Contract Change Order Template and more
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