Free Change Order Request Summary Template

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This Downloadable Template Is Part Of Our Free Free Excel Construction Template Collection

It's very uncommon for a construction project to finish exactly as forecasted without any changes having been made.

Changes to the project scope and/or timeline are a constant irritation and occur for a multitude of reasons including weather, lack of materials, labor shortages, and even just the owner changing their mind.

As the general contractor, it's up to you to review the change requests and decide whether each one is necessary, and if so, who will bear the responsibility for the changes to the budget and timeline.

This template will help you capture the right information to permit solid decision-making.

This interactive Excel file is pre filled with the formulas you need to start filling it out and utilizing it right away.

The Team At SINC

Change orders are a necessary reality in construction. They modify the original agreement for a project, changing the scope, timeline, and budget and can be submitted for any number of reasons including weather challenges, laws or regulations, acts of god, materials shortages, and even owners just changing their minds. The change order is the official document that must be created to track the change - without change orders, things can get very messy with owners refusing to pay extra for changes to the contract - even if they requested them.

If it isn't recorded, it didn't happen.

In fact, it's quite common that owners or contractors may want a change halfway through but don't want to pay for it. It could be that they want a pathway widened, or a different kind of wood used on internal finishing. It's a good idea to make it part of your process to set the rules up front that change orders must be submitted, and ensure that your crew is aware that they will not be paid for any extra work they do that is not covered by a change order. Change orders must be written very clearly, for the laymen, detailing both what is now needed or no longer needed, and why. If possible, photos or video should be included to add clarity. Also included should be the expected impacts to the timeline and budget.

This sample resource is provided to you free by SINC BUSINESS CORPORATION to help with your compliance efforts and includes no warranty as to its suitability for any particular task. It is only our opinion based on our experience and should not be considered legal advice.

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