# Change Order / Variation: [Variation number and title]

> A record of one change to a construction contract: the instruction or
> request, the reason, the valuation, the time impact and the approvals,
> with a running summary of the contract sum. The fields map to the
> change mechanisms of three widely used contract families: FIDIC 2017
> second editions (Clause 13, Variations and Adjustments, reprinted with
> amendments in 2022), NEC4 Engineering and Construction Contract
> compensation events (core clause 6), and the AIA change order form
> G701-2017 in the US. Replace every `[bracketed]` value and every row
> marked *Example*. This is a documentation format, not legal or
> contractual advice: your signed contract, its particular conditions and
> amendments govern, so check them and a qualified professional.

<!--
Guidance: How to use this template
- One record per change. Number it from the change register and never
  reuse a number, even when a change is withdrawn.
- Fill section 1 when the change is first raised, section 3 when it is
  priced, and section 5 when it is approved. Keep superseded quotations in
  the attachments, not in place.
- Time bars matter. Several contracts make notice periods a condition of
  entitlement (for example the eight-week notification period in NEC4
  clause 61.3 for events the contractor must notify, and the 28-day
  Notice of Claim in FIDIC 2017 Sub-Clause 20.2.1). Record notice dates
  exactly.
- The contract forms are copyrighted. This template names clause numbers
  only, in original wording. Use your licensed copy for the text.
- Fictional example: variation VO-007 on the Fernhollow Library and
  Learning Centre (code FHL), contractor Quillmere Construction, contract
  administrator Marrowpike Architects. All names and figures are invented;
  currency GBP for the example.
-->

## Document control

| Field | Value |
|---|---|
| Change number | [VO-007] |
| Title | [Two additional rooflights over the reading room] |
| Project and contract | [Project name; contract form and edition, for example FIDIC Red Book 2017 2nd ed. 2022 reprint / NEC4 ECC Option A / AIA A201-2017] |
| Contract term used | [Variation / compensation event / change order / construction change directive] |
| Version | [1.0] |
| Status | [Raised / Priced / Under review / Approved / Rejected / Withdrawn] |
| Owner | [Contract administrator or project manager, @name] |
| Last updated | YYYY-MM-DD |
| Classification | [Commercial in confidence] |

### Revision history

| Version | Date | Author | Change summary |
|---|---|---|---|
| 0.1 | YYYY-MM-DD | [@name] | Raised from client request |
| 1.0 | YYYY-MM-DD | [@name] | *Example:* Priced, time impact assessed, approved |

## 1. Origin and instruction

<!-- Guidance: Record who started the change, under which clause, and the date each notice was given. The dates decide entitlement under time-barred contracts. -->

| Field | Value |
|---|---|
| Initiated by | *Example:* Client, to improve daylight in the reading room |
| Route | [Instruction / request for proposal / contractor's notice / directive] |
| Contract mechanism | *Example:* FIDIC 2017 Red Book Sub-Clause 13.3.1, Variation by Instruction |
| Instruction or notice reference | *Example:* EI-031 |
| Date of instruction or event | YYYY-MM-DD |
| Date contractor became aware | YYYY-MM-DD |
| Date of contractor's notice or response | YYYY-MM-DD |
| Linked RFI or drawing revision | *Example:* RFI-042; drawing FHL-MPA-01-R1-DR-A-00410 rev C02 |

### 1.1 Description of the change

*Example:* Add two rooflights, 1.2 m by 2.4 m, over the reading room
(grid C-D/4-5), with steel trimmers to the roof structure. Omit the standard roof
deck at those openings, 2 x 1.2 m x 2.4 m = 5.76 m2.

### 1.2 Mechanism by contract family

| Contract family | How a change is started | How it is priced and agreed | Main clauses (numbers only) |
|---|---|---|---|
| FIDIC 2017 (Red, Yellow, Silver) | Engineer's (or Employer's) instruction, or request for a proposal first | Contractor submits particulars; valued under the measurement and valuation rules; Engineer agrees or determines | 13.1 right to vary, 13.2 value engineering, 13.3.1 by instruction, 13.3.2 by request for proposal, 12.3 valuation (Red Book), 3.7 agreement or determination, 20.2 claims |
| NEC4 ECC | Project Manager's instruction changing the Scope (clause 14.3), giving a compensation event under 60.1(1); other events under 60.1 | Contractor's quotation of changes to Prices and Completion Date; assessed on Defined Cost plus Fee and the Accepted Programme; Project Manager accepts or assesses | 60.1, 61, 62, 63, 64, 65, 66 |
| AIA (US) | Owner, contractor and architect agree a change order; or the owner directs a construction change directive when price or time is not yet agreed | Change order states agreed adjustment to contract sum and time; directive is later converted to a change order | A201-2017 Article 7; forms G701-2017 (change order), G714-2017 (construction change directive) |

## 2. Reason and classification

<!-- Guidance: Classify the cause so the change register can show trends. A high share of design-error changes is a quality signal for the next project. -->

| Field | Value |
|---|---|
| Cause | [Client request / design development / design error or omission / unforeseen ground or existing conditions / regulatory change / contractor proposal] |
| Responsible party (contractual view) | [Client / contractor / shared, with clause reference] |
| Scope effect | [Addition / omission / substitution / change of sequence or method] |
| Affects health and safety? | *Example:* Yes, new roof openings; RAMS-FHL-011 and the construction phase plan updated |
| Affects the BIM or design model? | *Example:* Yes, architecture and structure models revised |

## 3. Valuation

<!-- Guidance: Show the build-up, not a lump sum. Use contract rates where they apply, rates derived from them where the work is similar, and fair rates or Defined Cost where nothing applies. State the overheads and profit (or Fee) percentage used and where it comes from in the contract. -->

| Ref | Item | Basis | Quantity | Unit | Rate | Amount |
|---|---|---|---|---|---|---|
| V1 *(Example)* | Labour, roof trades | Daywork or cost | 96 | h | 32.50 | 3,120.00 |
| V2 *(Example)* | Rooflight units, 1.2 x 2.4 m | Supplier quotation | 2 | nr | 2,850.00 | 5,700.00 |
| V3 *(Example)* | Steel trimmers and fixings | Supplier quotation | 1 | item | 1,240.00 | 1,240.00 |
| V4 *(Example)* | Mobile elevating work platform | Plant hire | 4 | day | 145.00 | 580.00 |
| V5 *(Example)* | Roofing subcontractor, upstands and flashings | Subcontract quotation | 1 | item | 3,600.00 | 3,600.00 |
| | **Subtotal additions** | | | | | **14,240.00** |
| V6 *(Example)* | Overheads and profit at 8% | Contract percentage | | | | 1,139.20 |
| | **Total additions** | | | | | **15,379.20** |
| O1 *(Example)* | Omit standard roof deck | Contract rate | 5.76 | m2 | 68.00 | -391.68 |
| O2 *(Example)* | Overheads and profit at 8% on omission | Contract percentage | | | | -31.33 |
| | **Total omissions** | | | | | **-423.01** |
| | **Net value of this change** | | | | | **14,956.19** |

Labour V1: 3 operatives, 4 days, 8 hours a day, 96 hours in total.

## 4. Time impact

<!-- Guidance: Show the effect on the critical path, using the accepted programme, not the effect on the activity alone. Note mitigation and any acceleration cost separately. -->

| Field | Value |
|---|---|
| Programme used | *Example:* Accepted programme rev 6, updated to the date of instruction |
| Activities affected | *Example:* Roof deck zone 2, roof membrane zone 2, internal ceiling reading room |
| Gross delay to the affected path | *Example:* 3 working days |
| Mitigation | *Example:* Rooflight install resequenced with membrane works; 1 day recovered |
| Net effect on completion date | *Example:* 2 working days |
| Extension of time requested | *Example:* 2 working days (FIDIC Sub-Clause 8.5 / NEC4 change to Completion Date / AIA contract time adjustment) |
| Effect on key dates or sectional completion | [None / detail] |

## 5. Review and approval

<!-- Guidance: Record each reviewer's decision and date. A change approved verbally and recorded later is a common source of disputes; record the instruction at the time. -->

| Role | Name | Decision | Value approved | Time approved | Date |
|---|---|---|---|---|---|
| Contractor's commercial manager | [@name] | Submitted | 14,956.19 | 2 days | YYYY-MM-DD |
| Cost consultant | [@name] | *Example:* Recommended | 14,956.19 | 2 days | YYYY-MM-DD |
| Contract administrator / Engineer / Project Manager | [@name] | *Example:* Agreed | 14,956.19 | 2 days | YYYY-MM-DD |
| Client | [@name] | *Example:* Approved | 14,956.19 | 2 days | YYYY-MM-DD |

Approval limits: [state who may approve changes up to which value, from
the client's delegation of authority].

## 6. Contract sum summary

<!-- Guidance: Keep a running total so every change record shows its effect on the budget. Recalculate, do not copy the previous line. -->

| Item | Amount |
|---|---|
| Original contract sum | *Example:* 8,400,000.00 |
| Approved changes before this one (VO-001 to VO-006) | *Example:* 126,450.00 |
| This change (VO-007) | 14,956.19 |
| Approved changes to date | 141,406.19 |
| Revised contract sum | 8,541,406.19 |
| Approved changes as a share of the original sum | 1.68% |
| Pending changes not yet approved | [Amount and count] |

## 7. Attachments and links

- Instruction or directive: [reference]
- Contractor's quotation or particulars: [reference]
- Marked-up drawings and model revision: [references]
- Programme extract showing the time impact: [reference]
- Related records: request for information (`construction/rfi-log`),
  change register (`project/change-control`), daily site reports
  (`construction/daily-site-report`) for any daywork records.

## Standard and licence note

Based on the publicly described structure of the FIDIC 2017 second
editions (reprinted with amendments in November 2022) Clause 13 and
Sub-Clause 20.2, the NEC4 Engineering and Construction Contract core
clause 6 (compensation events), and AIA documents A201-2017, G701-2017 and
G714-2017, as checked in October 2026. These contracts are copyrighted:
this template names clause numbers and uses original wording only.
Official text: FIDIC, purchase or licensed access at
[fidic.org/bookshop](https://fidic.org/bookshop); NEC, at
[neccontract.com](https://www.neccontract.com/products/contracts); AIA, at
[aiacontracts.com](https://aiacontracts.com/documents/g701-2017). Check
your signed contract, particular conditions and amendments; this is not
legal or contractual advice. Template licence: MIT.