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Change Work Order Forms - Excel

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Change Work Order Forms - Excel Powered By Docstoc
					                                                                            DIVISION OF CAPITAL PLANNING
                                                                     OFFICE OF THE UNIVERSITY ARCHITECT
                                                                                           2121 EUCLID AVENUE
                                                                                  CLEVELAND, OHIO 44115-2214
                                                                                 (216) 687-5121 FAX (216) 687-9227
 Change Order Instructions

 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, Bulletins, 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, a Proposal Request, or a Bulletin. 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 Office of the State Architect will be accepted for processing.



 Step by Step Instructions

 Change Order Detail (completed by Contractor / Subcontractor)
 1. Complete all areas shaded in yellow.
 2. Project Name, Location, Owner
    a. Type name of project as it appears on your contract.
 3. Date
    a. Type date you prepared the Detail Summary
 4. Contractor / Subcontractor Name
    a. Type name of your company
 5. Contract Number
    a. Type the entire contract number as it appears on the contract
    b. For example, Contract No. 123-2005-401-01-02
             123-2005-401 represents the number for the entire PROJECT
             01 represents the project phase number (use 01 for projects with only one phase)
             02 represents the specific contractor contract type (e.g. YOURS)
                                                                                         -- continued on next page --




SAO-F310-04v1108, ADM-5801                                                                  Change Order Instructions
                                                                                   (216) 687-5121 FAX (216) 687-9227
 Change Order Instructions
 Change Order Detail (completed by Contractor / Subcontractor) -- continued
 6.    Change Order Number
       a. Contact the A/E and confirm the number assigned to this Change Order.
            Enter the Change Order Number.
 7.    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
 8.    Complete the Fringes for each separate classification
       a. Repeat steps b and c under No. 7, 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 the A/E for approval and
       continued processing.

 Change Order (completed by A/E)
 1.    Review Change Order Detail Summary submitted by Contractor / Subcontractor for accuracy.
 2.    Complete Project Name, Contractor’s Address, type of Contract and Contractor’s Contract Number as
       they each appear on the Contractor’s Contract.
 3.    Insert Change Order Number.
 4.    In Basis of the Change Order, Click on each square that applies.
 5.    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 revised completion date will be automatically calculated.
 6.    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 / Subcontractor.

 7.    Type in a brief Description/Justification of the Change Order.
 8.    Print Change Order page and attach appropriate Change Order Detail Summary(ies) and supporting
       documentation.
 9.    A/E to sign Change Order, then obtain signatures from Construction Manager (when applicable),
       Contractor. Ensure the Change Order is forwarded to the Owner for approval and funding, then
       forwarded to the State Architect's Office for continued processing.
 -- End of Instructions --




SAO-F310-04v1108, ADM-5801                                                                   Change Order Instructions
                                                                                                  DIVISION OF CAPITAL PLANNING
                                                                                           OFFICE OF THE UNIVERSITY ARCHITECT
                                                                                                                 2121 EUCLID AVENUE
                                                                                                        CLEVELAND, OHIO 44115-2214
                                                                                                       (216) 687-5121 FAX (216) 687-9227
 Change Order Instructions
 Project Name                                                            Contractor's
                                                                         Contract No.
                                                                                                Project No.          Phase        Contr. No.
                                                                         Change Order No.
                                                                                                     I.D. No.        Phase        Contr No.
 County                                                                  Type of Contract
 Contractor Name
                                                                         Local Contract No.

 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                                                         University Project Manager Acceptance
 Name                                                                          Name
 Address                                                                       Address      1802 East 25th Street
                                                                                            Cleveland, Ohio 44114


 Signature                                             Date                    Signature                                             Date
 Construction Manager Recommendation                                           University Architect's Acceptance
 Name                                                                          Name         Edward Schmittgen, University Architect
 Address                                                                       Address      1802 East 25th Street
                                                                                            Cleveland, Ohio 44114


 Signature                                             Date                    Signature                                             Date

 Architect/Engineer Recommendation
 Name
 Address




 Signature                                             Date
SAO-F310-04v1108, ADM-5801                                                                                             Section A - Change Order
                                                                                                    DIVISION OF CAPITAL PLANNING
                                                                                             OFFICE OF THE UNIVERSITY ARCHITECT
                                                                                                                   2121 EUCLID AVENUE
                                                                                                          CLEVELAND, OHIO 44115-2214
                                                                                                        (216) 687-5121 FAX (216) 687-9227
Contractor / Subcontractor
Change Order Detail Summary

Project Name                                                               Contractor's
                                                                           Contract No.
                                                                                                       Project No.       Phase     Contr. No.
County                                                                     Change Order No.
Contractor / Subcontractor Name and Address                                                                I.D. No.      Phase     Contr. No.
                                                                           Type of Contract


                                                                           Local Contract No.


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 / Subcontractor 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 State Architect
            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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