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 2 Gold Seal Credits

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

  • Identifying the conditions that lead to change orders and implementing strategies for proactive preparedness. Understanding the Request for
  • Information (RFI) process and leveraging RFIs for obtaining answers and initiating changes. 
  • Exploring the Supplemental Instruction (SI) and its implications, including strategies for managing risks associated with improperly issued SIs.
  • Understanding the significance of issuing “zero dollar” subcontractor change orders to ensure all parties are working from current documents. 
  • Evaluating the cumulative impact of changes and the contractor’s responsibility to anticipate future impacts based on current changes.                                               

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

September 18 & 19 2024 - 10:30am - 2:00pm

2 Virtual 1/2 Day Sessions

October 8 & 9 2024 - 10:00am - 1:30pm

2 Virtual 1/2 Day Sessions

November 25 & 26 2024 - 3:00pm - 6:30pm

2 Virtual 1/2 Day Sessions

Additional Details

As the age-old saying goes, “Change is inevitable.” However, in the realm of construction projects, a more fitting adage might be that “change orders are inevitable.” Change orders represent the primary catalyst for financial escalations, disputes, and schedule disruptions among general contractors, subcontractors, owners, and consultants. 

Are you experiencing financial losses due to changes, finding it challenging to control schedules, facing delays in subcontractor pricing submissions, or encountering delays in owner-issued change orders? Are you potentially missing out on recoverable change order costs? 

The “Contractor’s Practical Guide to Change Order Pricing and Management” workshop offers invaluable guidance and practical tools to contractors for effective change order management. By enhancing preparedness for change orders, simplifying processes, and increasing change order approval rates, this workshop aims to significantly boost effectiveness in managing change orders. 

This comprehensive workshop serves as a practical guide, covering critical aspects of construction contracting, including preparation, pricing, collection, submission, negotiation, and payment for all project changes. Participants will work with a manual comprising over 25 example checklists, forms, and letters. Through step-by-step procedures and practical examples, this workshop equips contractors with the necessary tools and knowledge to successfully navigate change order pricing submittals and issuance processes. 

Workshop topics will include: 

  • Identifying the conditions that lead to change orders and implementing strategies for proactive preparedness. 
  • Understanding the Request for Information (RFI) process and leveraging RFIs for obtaining answers and initiating changes. 
  • Exploring the Supplemental Instruction (SI) and its implications, including strategies for managing risks associated with improperly issued SIs. 
  • Reviewing contractual obligations related to the change order process, such as overhead and profit considerations, valid pricing periods, and more. 
  • Detailed examination of the step-by-step change order process, including: 
  • Establishing a master change control log. 
  • Managing subcontractor pricing, including distribution, receipt management, review, and correction return. 
  • Evaluating internal company costs, including direct, indirect, and consequential expenses. 
  • Assessing schedule impacts and additional general conditions costs, including time impact analysis and fragnet creation. 
  • Compiling and organizing proposed change costs, covering internal, external, and schedule impact expenses. 
  • Emphasizing the importance of thorough supporting documentation. 
  • Timely submission of proposed change pricing packages and understanding qualifications to protect the contractor’s interests regarding pricing validity. 
  • Managing consultant and owner reviews and issuance of change orders. 
  • Recognizing situations requiring proactive action, including issuing notices and “Notice of Delay” if necessary for prompt change order issuance. 
  • Managing change orders and issuing subcontractor change orders. 
  • Identifying and preparing for common change order issues. 
  • Exploring the risks associated with change directives and emphasizing the importance of accurate daily labor timesheets and cost tracking. 
  • Understanding the significance of issuing “zero dollar” subcontractor change orders to ensure all parties are working from current documents. 
  • Evaluating the cumulative impact of changes and the contractor’s responsibility to anticipate future impacts based on current changes. 

The workshop offers an exclusive, comprehensive manual serving as a reference and guide during the sessions. Drawing from over 40 years of accumulated knowledge in the construction industry, this manual is an invaluable resource. It features practical how-to guides, checklists, and templates, serving as a foundation for implementing new processes and procedures both in the office and on the jobsite. 

Who Should Attend: 

  • Contractors and Subcontractors: Individuals and firms responsible for executing construction work, managing change orders, and ensuring project profitability. 
  • Project Managers: Those responsible for overseeing construction projects, including managing change orders, negotiating with clients, and ensuring project success. 
  • Estimators: Professionals responsible for estimating project costs, including evaluating and pricing change orders accurately. 
  • Construction Managers and Supervisors: Individuals responsible for supervising on-site construction activities, managing subcontractors, and implementing change orders effectively. 
  • Project Controls Professionals: Experts in project scheduling, cost estimation, and risk management, who play a crucial role in managing change orders and ensuring project profitability. 

Overall, anyone involved in the construction industry who deals with change orders who want to learn how to create repeatable and profitable processes for change order management. 

Contractors and Subcontractors, Project managers, Estimators, Construction Managers and Supervisors, Project Controls Professionals.

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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