‘Change order’ is a term used in project management. In this field, when changes need to be made to the original scope of work, a change order is made to validate those changes. The change can be in the form of an addition or a deduction depending on the requirements of the party, making the change. Change Order Templates help make these orders.
6 Steps to Make a Change Order
Step 1: Review the Original Contract
The original contract needs to be reviewed thoroughly before any change can be made to it. Outline all the essential points of the original one and see where the change has to be made. There is a certain specific format that needs to be followed to make the change order. You need to be certain that you are following these rules and regulations. Nothing should be done that violates the original agreement.
Step 2: Determine the Purpose
The primary purpose of a change order is to validate the changes made to the original contract. So before you can start making the order, you need to know why the changes are being made. Generally, the change is made according to the wishes of the client. When the client makes the change request, determine if the changes can be made or not. In some instances, the changes are minimal and a change order is not required.
Step 3: Provide the Party Details
Who is making the change order? This section needs to identify the participants of the contract. Usually, one participant is the contractor and the other is the client. You need to provide all the details of the two parties including their names, addresses, and contact information. This section also needs to include the date of the change being made. Then give a title to the document.
Step 4: Define and Explain the Change
The next part of making the change order involves explaining the change. The change might be an addition to the original one or a deduction. Whatever the change may be, you need to provide a detailed description of it in the change order. This should include the type of work to be done, the raw materials and labor required for the change, and all other related information that needs to be remembered.
Step 5: Specify the Costs
If a contract is changed, the contractor will charge fees for it. This fee can be negotiated by the contractor and the client. After that is done and a specific payment is settled upon, the same should be mentioned in the change order. In addition to this, in certain cases, contractors charge the difference in costs of the original and the changed one. For example, for a remodeling contract, if the client wants to add a new siding, the additional amount of this siding should be paid.
Step 6: Provide the Sign and Date
When all the changes along with the costs and payments have mentioned, the change order needs to be signed and dated. After making the change order, ensure that the client agrees to and is aware of the information in it. Then proceed to put yours as well as the client’s signatures. Finally, provide the date of drafting it.
10+ Change Order Templates
1. Change Order Request Summary Template
A change order is drafted when some change needs to be made to the original agreement. If you are the contractor, then it is your responsibility to draft the change order. With this order template in Word, you can create the perfect change order for you and client’s needs. The other file formats available to download this template include Google Docs, Google Sheets, MS Excel, MS Word, Numbers, and Pages formats.
2. Change Order Template
Change orders are more common than you would think. Such an order is made when the client has a change of mind about some clause in the contract under question. If you want to make a proper change order, then you need to download this order template in Google Docs. This template has been designed solely to help you make change orders.
3. Free Change Order Log Template
Have you changed your mind about some clause in the original contract? Inform the contractor and ask for a change order which can be created easily with the help of this professional order template. This template is the best tool out there to use if you want to make a work change order. The template is fully editable and printable and can be downloaded on the go.
4. Free Engineering Change Order Template
When changes need to be made in components, assemblies or documents including work procedures and instructions, a change order has to be made accordingly. And we are offering this order template sample to help exactly with that task. This template will help you make a proper change order that is suited to your needs.
5. Free Contract Change Order Template
Sometimes, situations arise that require the client to make additions to or deductions from the original contract. In such cases, you as the contractor have to draft the change order. Which is why we are giving you access to this order template in Pages so that you can use it to make a working change order. The template is compatible with all operating systems.
6. Change Order Checklist Example in PDF
A checklist lays down the list of items or things to be done. A change order checklist makes it easier for both the client and the contractor to see what change is to be made. You can make a change order checklist for your needs if you make use of this free order template that we are providing. This template can help you make checklists for your change orders.
7. Purchase Change Order Example in PDF
Are you a rookie at making change order forms? Then we suggest that you take a look at this order template that we are providing before you start making yours. This template contains a sample change order that you can use as a guide to help you make yours with minimum effort. The template can be downloaded on both Mac and Windows operating systems.
8. Proposed Change Order Example in PDF
It might happen that while the work is going on, your client changes his or her mind about the original contract and wants to make some changes. What do you do? You need to draft a change order. And this order template is here to help you with the task. This template offers a blank sample order that can be used to make any type of change order required.
9. Field Change Order Template
If you want to make a proper change order, then you need to include in it all the details about the original project, details about the change, and the details of the parties involved. But why go through all this hassle when you can have a ready-made change order to use with this simple order template? The template is easily accessible and editable too.
10. Change Order Summary Report Example in PDF
A change order summary report provides an overview of the details included in the change order. Are you having trouble making such an order report? Then allows us to help you; this order template has been specially crafted to help you make change orders with ease and efficiency. The template is available to be downloaded in PDF format. You can also use the file to make a construction order.