The Change Order subtab within the Contract tab houses the final signed change order for a project.

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Note: This subtab is only accessible if the current project has a contract associated with it

1. Original Contract Amount: The current project’s Engineer Estimate / Construction Contract Amount

2. Original Contingency Amount: The current project’s Contingency Amount (can be set in Budget Tab or Award Memo)

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      New Contingency fields within Budget/Expense Tab

       

3. Original Estimated Work Days: The current project’s working date estimate that can be found/set in the procurement tab

4. To-date Contract Amount = Original Contract Amount + Total CCO Amount

5. Remain Contingency Amount = Original Contingency Amount - Total CCO Amount

6. Total Time = Original Estimated Work Days + Total Time Extension

7. Total CCO Amount: The sum of all CCO Amount added within this Change Order subtab

8. Total Time Extension: The sum of all Time Extension added within this Change Order subtab

9. Add Change Order: Button that will display a popup to add the final signed change order detail and file

Adding a Change Order

After clicking the green +Add Change Order button, this popup will appear

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1. Title/Description, CO Number, CCO Amount, CO Category, Submitted On date and Approved On date are all required fields

   1. Provide a brief Title/Description of the change order especially if the change order details are extensive.

   2. CO Category is based on the following criteria:

      1. Changed Bid Documents/Errors and Omissions

         1. If the Bid Documents were updated due to an error or change that was requested by the Contractor i.e. value engineering

      2. Client/Owner-Initiated Changes

         1. If it was a Client/Owner-initiated scope change which includes removing or adding scope to the project during construction

      3. Unforeseen/Changed Conditions

         1. If it was in unforeseen conditions that neither the City or the Contractor had control or knowledge of

   3. Submitted On - Leave Blank. Will be removed

   4. Approved On is the date the final signature on the front cover of the change order was signed. For example if Administration is the latest date, use that date. If the Director of Public Works is the latest date, use that date.

2. Save & Upload PDF button will be enabled once all required fields have been entered

   1. This button will redirect you to the Project File SharePoint directory of 11 - CHANGE ORDERS(PERM)(639) for the current project for pdfs to be uploaded

How to Video:

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FAQs

Q: CFAS uses different change order forms from others, are both linked in the PW forms?

A: CPMS team has created a change order form that all staff should be using. That form is in PW forms.

Q: Don't working days change when they are added through Change Orders? Do we need to then need to add the days in the Procurement tab?

A: No. NTP is usually before you start construction and before any change order are executed. You don't want to change the days in the Procurement tab. You can track the changes to the working days from the change order tab.