9
COURSE
9AM - 5PM
05
Accurate and complete documentation on public sector projects is a key requirement for success on MTA projects.
This course explains the basic elements of the change order process and how to ensure prompt payment when
appropriate requisitions are submitted. Participants will bene t from a greater understanding of the process and the
preparation required to address eld changes and post bid changed work conditions such as addenda, bulletins and
scope clari cations. This course also reviews negotiation, strategies for change orders and how to document change
order requests.
Participants will bene t from a greater understanding of both the client and contractor perspectives, as well as ensure
their opportunity to get paid more quickly and maintain an expedited submission and payment schedule.
Topics include:
requisition process, change notices, preparation of change order cost proposals and negotiations,
non-quanti ed time and material conditions, acceptable cost breakdowns, documentation and justi cation, timely
submission of cost data and critical requirements to perform.
TRAINING GOALS INCLUDE:
Apply best practice techniques to develop e ective trade payment breakdowns for justi cation and approval to
expedite payment for work in progress during the job.
Understand the importance of accurate submission requirements for timely and approved pencil requisitions to
initiate the payment process.
Learn the importance of “Proper Planning” during the pre-construction stage to avoid any delays on high cost
change orders from being issued.
Understand how and when to communicate in writing via a Request for Information (RFI), Bulletin, Notice of
Direction or Change in Contract with a project manager about any adverse conditions that may impact a project’s
progress.
Learn how to justify a Change Order including review of the six most common factors that precipitate a change
(Design Omission, Design Error, Design Revision or Change in Original Contract Scope, Field Conditions,
Subsurface Conditions and Extension of Time).
• Importance of supplying supporting data
• Preventing unaligned cost and work hours
• Exceeding accepted crew productivity
• Proper documentation of changed conditions
• Timely submission of costs
LESSONS LEARNED
REQUISITION &
CHANGE ORDER PROCESS
