Change Order Instructions by winstongamso

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									 Change Order Instructions
 Division of Administration and Finance
 Planning + Design + Construction
 P.O. Box 210186 ▪ Cincinnati, Ohio 45221-0186

 Introduction

 The Change Order is recommended by the Architect/Engineer (A/E) and the Construction Manager (if any),
 accepted by the Contractor and the Owner, and approved by the Department. The Change Order formally
 modifies the Contract. It may authorize a change to the Scope of Work, the Contract price, the time for
 Contract Completion, or any combination of them. The A/E prepares all Field Work Orders, Proposal
 Requests, and Change Orders. All Field Work Orders and all Change Orders must include the cost and time
 adjustment of the change. Change Orders must have supportive documentation supplied by the Contractor.
 The detail required on the Change Orders forms is necessary to confirm the total costs and compliance with
 the Change Order Pricing Guidelines as outlined in the Standard Conditions of Contract for Construction (the
 "Front End").

 Legend
    Yellow      Normal entry information

   Turquoise    Information entered under special circumstances

      Red       Information entered by owner

   Pale Blue    Check box if for overtime


 General Instructions for Change Orders
 The procedure for processing Change Orders may vary depending on if the Change Order is initiated as a
 Field Work Order or a Proposal Request. All methods require completion of the Change Order and the Change
 Order Detail Summary. The acceptable variation to this is that "Time and Materials" Change Orders may
 eliminate the Change Order Detail Summary forms, provided however, that other acceptable supporting
 documentation is provided and attached. Only the Change Order form and Change Order Detail Summary
 forms approved by the University will be accepted for processing.
 Step by Step Instructions

 Change Order Detail (completed by Contractor)
 1. Complete all areas shaded in yellow.
 2. Project Number, Project Name, Location
    a. Type project number and name of project as it appears on your contract.
 3. Date
    a. Type date you prepared the Detail Summary
 4. Contractor Name
    a. Type name of your company
 5. Change Order No.
    a. Contact A/E and confirm number to be assigned this Change Order and enter the Change
         Order Number
 6. Complete the Labor Detail Summary for each separate labor classification.
    a. Check the box in pale blue if the rate supplied is an overtime rate
    b. For each classification, list the total number of hours worked, tab over to the rate and type in the base
         hourly rate and press tab and the total will automatically be calculated
    c. Repeat steps “a” and “b” for each different classification
                                                                                         -- continued on next page --



SAO-F310-04v1108, ADM-5801                                                                  Change Order Instructions
 Change Order Instructions
 Division of Administration and Finance
 Planning + Design + Construction
 P.O. Box 210186 ▪ Cincinnati, Ohio 45221-0186

 Change Order Detail (completed by Contractor) -- continued

 8.    Complete the Fringes for each separate classification.
       a. Repeat steps "b" and "c" under No. 6, listing fringe benefits paid per hour
 9.    Equipment Rental – Type in the total amount of quotes/invoices to be attached.
 10.   Owned Equipment – Type in the total amount of costs matching documentation to be attached.
 11.   Trucking – Type in the total amount of your cost for trucking.
 12.   Overhead – Tab past “F” and computer will automatically calculate overhead.
 13.   Material – Type in total cost of material as indicated in your attachment.
 14.   Profit – Tab past “H” and computer will automatically calculate profit.
 15.   Subcontractor – Type total amount of all Subcontractor quotes as evidenced by the Change Order Detail
       Summary(ies) completed by the Subcontractor(s).
 16.   Mark-up on Subcontractor – Tab Past “J” and computer will automatically calculate Subcontractor mark-
       up.
 17.   Miscellaneous – Type in total cost of 1, 2 (total indicated in your attachment) and 3.
 18.   Tab past “K” and computer will automatically calculate "K" total for you.
 19.   Tab past “Grand Total” and computer will automatically calculate Grand Total.
 20.   Print Change Order Detail Summary Page, staple attachments and forward to A/E for approval and
       continued processing.

 Change Order (completed by A/E )
 1.  Review Change Order Detail Summary submitted by Contractor for accuracy.
 2.  Complete Project Name, Contractor’s Name, Project No. as it appears on the "Contractor's" Contract,
     and Type of Contract.
 3. Insert Change Order Number.
 4. Insert date you prepared Change Order.
 5. In Basis of the Change Order, Click on each square that applies.
 6. If the Change Order results in a change to the completion date:
     a. Enter the current completion date
     b. Enter the number of days to be added or deleted (enter deleted days with a leading "minus" sign) to
          the contract schedule
     The revised completion date will be automatically calculated.
 7. Type in the Total Amount of the Change Order indicated on the Change Order Detail Summary provided
     by the Contractor. Attach the Change Order Detail Summary submitted by the Contractor.
 8. Type in a brief Description/Justification of the Change Order.
 9. Print Change Order page and attach appropriate Change Order Detail Summary(ies) and supporting
     documentation.
 10. Obtain signatures of the Contractor, A/E, and Construction Manager (if applicable), and forward to the
     University for approval and funding.

 -- End of Instructions --




SAO-F310-04v1108, ADM-5801                                                                Change Order Instructions
Change Order
Division of Administration and Finance
Planning + Design + Construction
P.O. Box 210186 ▪ Cincinnati, Ohio 45221-0186
Project Name                                                            UC Purchase Order No.


                                                                        Project No.


                                                                        Type of Contract
County
                                                                        Change Order No.
Contractor Name

                                                                        Date

Basis of Change Order                                                          Encumbrance

      Error/Omission                      Differing Condition                       Number                                    SF           LF
      Owner Request                       Field Resolution                          Number                                    SF           LF
      Value Engineering                   Other
                                                                                                   State Funds
Current Completion Date                                                                            Local Funds
Contract Days Changed
Revised Completion Date                                                                    Change Order Total

Description / Justification (attach additional pages as necessary)




This Change Order identifies and provides full and complete satisfaction for all direct and indirect costs, including interest and all related
extensions to the time for Contract Completion, for the described changes in the Scope of the Work.

Contractor Acceptance                                                          A/E Recommendation
Name                                                                           Name
Address                                                                        Address




Signature                                             Date                     Signature                                            Date

Construction Manager Recommendation                                            Contracting Authority/Owner/University
Name                                                                           Name     Planning + Design + Construction
Address                                                                        Address PO Box 210186
                                                                                        Cincinnati, Ohio 45221-0186


Signature                                             Date                     Signature                                            Date

             Vendor cannot invoice until receipt of University form A-600 "Cancellation or Change Order".
 SAO-F310-04v1108, ADM-5801                                                                                              Section A - Change Order
Change Order Detail Summary
Division of Administration and Finance
Planning + Design + Construction
P.O. Box 210186 ▪ Cincinnati, Ohio 45221-0186

Project No.                                                               Date
Project Name                                                              Description


County                                                                    UC Purchase Order No.
Contractor Name and Address
                                                                          Change Order No.


                                                                          Type of Contract


A.   Labor Summary (excluding fringe benefits). Check box for overtime rate.*
                 hours      x                       /hour       =
                 hours      x                       /hour       =
                 hours      x                       /hour       =
                 hours      x                       /hour       =
                 hours      x                       /hour       =
                 hours      x                       /hour       =                                 Total (A)   $
B.   Fringes:
                        hours       x                           /hour       =
                        hours       x                           /hour       =
                        hours       x                           /hour       =
                        hours       x                           /hour       =
                        hours       x                           /hour       =
                        hours       x                           /hour       =                     Total (B)   $

C.   Equipment Rental (attach itemized quotes / invoices)                                         Total (C)   $

D.   Owned Equipment (attach itemized supporting documentation)                                   Total (D)   $

E.   Trucking (attach itemized supporting documentation)                                          Total (E)   $

F.   Overhead (A+B+C+D+E)               x      15.00% **                                          Total (F)   $

G.   Material (attach itemized supporting documentation)                                          Total (G)   $

H.   Profit (A+B+C+D+E+F+G)             x      10.00%                                             Total (H)   $

I.   Subcontractor (attach Change Order Detail Summary and quotes / invoices)                     Total (I)   $

J.   Contractor mark-up on Subcontractor             (I x        5.00% )**                        Total (J)   $

K.   Miscellaneous
         1. Additional bond/insurance cost                                              $
         2. Fees for permits, licenses, inspection, tests, etc. (attach supporting
            documentation)                                                              $
         3. Overnight lodging, travel and food (prior approval from University
            required)                                                                   $
                                                                                                  Total (K)   $
                                                                Grand Total (A+B+C+D+E+F+G+H+I+J+K)           $
* Enter Overtime labor rates separately from regular labor rates.
** Percentage shown is maximum allowed on contracts awarded under the Standard Requirements, 2007 Edition. For contracts awarded
under the Standard Conditions (May 2003 Lead Contractor or March 2000 Construction Manager), the maximum allowable percentage is 10
for each category.



SAO-F310-04v1108, ADM-5801                                                                    Section B - Change Order Detail Summary

								
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