Contractor’s Practical Guide to Change Order Pricing & Management

“Change is inevitable,” as the old saying goes. On construction projects, a more appropriate statement might be that “change orders are inevitable.”  Change orders in construction projects are the most significant source of financial increases, disputes and schedule delays for general contractors, subcontractors, owners, and consultants!

This course is worth 1 Gold Seal credit

Contractor’s Practical Guide to Change Order Pricing & Management will help you understand:

  • Conditions that create change orders and be prepared for them
  • The Request for Information (RFI) process
  • The Supplemental Instruction (SI)
  • Contractual obligations
  • Step by step change order process
  • Common change order issues
  • “Zero Dollar” subcontractor change orders

CCA Member $399 (+GST) Non-Member $549 (+GST)

December 5 & 6, 2023 - 10:30am - 2:00pm

2 Virtual 1/2 Day Sessions

January 22 & 23 2024 - 1:30pm - 5:00pm

2 Virtual 1/2 Day Sessions

February 8 & 9 2024 - 10:30am - 2:00pm

2 Virtual 1/2 Day Sessions

Additional Details

Are you losing money on changes, schedule getting out of control, subcontractors not providing pricing on time, owners not issuing change orders when they should? Are you leaving money on the table and overlooking recoverable change order cost items? The “Contractor’s Practical Guide to Change Order Pricing and Management” workshop will provide the contractor with valuable guidance and working tools for effective change order management to increase the effectiveness in preparing for change orders, simplify the process and boost change order approval rates. This workshop is a comprehensive and practical guide for managing one of the most critical areas of construction contracting: preparing, pricing, gathering, submitting, negotiating, and getting paid for all changes to construction projects.

Working with the manual, that has over 25 example checklists, forms and letters, this workshop will guide the contractor through step-by-step procedures, checklists, forms, and letters that combine to create the blueprint for the successful submittal of proposed change order pricing and issuance of change orders.

Topics will include:

  • Understand conditions that create change orders and be prepared for them
  • Learn the Request for Information (RFI) process and how to leverage RFI’s for answers and changes
  • Understand the Supplemental Instruction (SI) – a no cost, no time document and how to manage risk associated with improperly issued SI’s
  • Learn about contractual obligations of the change order process including overhead and profit, valid pricing periods and more
  • Learn the step-by-step change order process including:
    • Creating a master change control log
    • Managing subcontractors pricing including distributing, managing receipt of, reviewing, and returning pricing for correction
    • Managing and determining all internal company costs, including direct, indirect and consequential costs
    • Determining schedule impact and additional general conditions costs related to the proposed change, including time impact analysis and creating fragnets
    • Compiling and assembling all proposed change costs including internal, external and schedule impact costs
    • Learning the value of complete and comprehensive supporting documentation
    • Submitting the proposed change pricing package and the importance of submitting it on time
    • Understand the qualifications to add to proposed change order pricing to protect the contractor regarding the validity of the pricing duration as well as others
    • Managing the consultant and owner review and issuance of the change order
    • Understanding when the contractor needs to raise the flag by issuing first and second notices and then a “Notice of Delay”, if required, to the owner for prompt change order issuance
    • Managing the change orders and issuing subcontractor change orders
  • Understand and be prepared for common change order issues
  • Learn the risky business of change directives and the importance of submitting daily labour timesheets (example included) and costs
  • Learn the importance of issuing “zero dollar” subcontractor change orders to ensure that all subcontractors are working from the most current set of documents.

Learn about the cumulative impact of changes and how it is the contractor’s responsibility to be able to predict the future impact of current changes

Owners, senior managers, project managers, project coordinators and supervisors for general contractors and subcontractors who want to learn how to create repeatable and profitable processes for change order management.

This course is delivered in partnership between your local construction association and other associations throughout Western Canada. You’ll be participating in a cohort with industry peers from across these regions.

Lee Kelly M.A.A.T.O., P.GSC, is Founder and President of Constructing Minds Inc., a company dedicated to providing training to construction professionals. Lee knows construction because she has built it. With over 30 years of construction management/General Contracting experience under her belt she has extensive knowledge of construction practices, processes and procedures in all contract delivery formats. Lee is a long serving member on the National Gold Seal Committee, and the winner of the Construction Institute of Canada (TCIC) “Chancellor’s Award of Excellence.” Her enthusiasm for training makes her a highly informative, interactive, motivated and sought trainer.

  • A laptop or desktop computer to access the workshop and participate in the exercises. The computer must have microphone and speaker capability to participate.  It is highly suggested to use headphones plugged into the computer so that the audio connection with the workshop is clear and background noise is kept to a minimum. A camera is not required.
  • All participants will be required to download this link: Windows: www.adobe.com/go/ConnectShell11  OR for Mac: http://www.adobe.com/go/ConnectSetupMac . Please note: if you have previously downloaded Adobe Connect, please use this link to download the updated version. This link will also be provided in the “welcome” email sent to all participants.

Cancellation Policy:

Payment is non-refundable for cancellations made within 5 business days of the course, or non-attendance on the day. Complimentary substitution of another member of your company is accepted. If CCA has to postpone or cancel courses due to insufficient enrolment, CCA will refund the registration fee or, if possible, the attendee may choose to move to an identical session in the future. Unless otherwise stated, every person able to see, hear, and observe the virtual course sessions must be a paid participant. Non-compliance of this requirement will result in removal from course. Refunds will not be issued to students who are removed from the course for non-compliance of this requirement.

CANADA – ALBERTA JOB GRANT

Did you know!!  Eligible employers can get government funding to help employees access training opportunities. The Canada-Alberta Job Grant will give you up to 2/3 of the registration fee (up to $10,000/employee/fiscal year) for training. Whether taking one course or a combination of courses, the total training must be a minimum of 21 hours and be completed within 52 weeks.

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