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Change Orders Block 3 - How to Execute a Change Order

 

Course No. P-2003

 
Credit:  2 PDH

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Course Fee:  $57.90  

 

 

Attention New York Engineers:

 

This course cannot be taken to fulfill your continuing education requirements in the state of New York since the course does not cover material from one of the core engineering disciplines.  For more information, check the New York State Board Requirements.

 

 

Walter W. Henry, P.E.

Overview

In this course - the third in a 3-part series on Change Orders - we examine how to execute a change order.  Once a change is identified and is found to really be a change, not just a clarification, then a change order will need to be processed.  Before a project is initiated, the format for change orders should be defined.  The engineer and architect should also identify in the contract documents the method that will be used to compensate the engineer and architect for their efforts in the change order process. 

When a change is identified, a request for a change order is sent to the Owner.  Once the Owner approves the effort to process the change order, it is sent to the Contractor for pricing.  The Contractor's change order proposal consists of a cover letter, summary sheet, and detailed "breakdown" sheets which itemize the material and labor costs for each item associated with the change.

Although a diligent Contractor may wish to get started immediately, it is imperative that the Contractor wait for approval of the change order before commencing material orders and work associated with the change.  It is the job of the engineer and the architect to evaluate change orders quickly and forward them to the Owner immediately to preclude claims of "delay" by the Contractor.

This course will show you, as the engineer or architect, how to execute change orders, from initiation until the change order is approved and work commences.   You will also learn how to track change orders in a log throughout the life of the project. 

The student must take a multiple-choice quiz consisting of twenty-three (23) questions at the end of the course to obtain PDH credits.

 

Specific Knowledge or Skill Attained

This course teaches the following specific knowledge and skills:

  • Determining a change order format

  • Preparing a request for a change order proposal

  • Determining the engineer's and architect's fees for change order processing

  • The components of a change order proposal

  • Evaluating change order proposals, including the importance of timely review

  • Why change order prices might exceed unit rates in the original bid

  • The importance of maintaining a change order log

  • Procedure for post-bid addendums

  • Change order ethics

 

Course

Click on the link below to review the course "Change Orders Block 3 - How to Execute a Change Order" prior to taking a quiz for credit.

Change Orders Block 3 - How to Execute a Change Order (484 KB)

 

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The Project Manager's Desk Reference

 

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Leadership Skills for Project Managers


 

 

 
 

 

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