# Change Order Checklist

Use this checklist to document a requested change before directing work or revising the project record.

## Describe the request

- [ ] Record the project, request date, requester, and affected area.
- [ ] Describe the requested scope in clear, observable terms.
- [ ] Attach drawings, photos, selections, or other references.
- [ ] Note whether the request changes the contract scope, schedule, allowance, or specification.

## Price and schedule the change

- [ ] Break out labor, materials, equipment, subcontractor work, and other direct costs as applicable.
- [ ] Identify credits, unused allowance, or deleted work separately.
- [ ] State the proposed price adjustment and applicable tax treatment.
- [ ] Describe any schedule effect and any required resequencing.
- [ ] Confirm required permits, inspections, engineering, or supplier lead times.

## Review and approve

- [ ] Give the change a reference number and revision date.
- [ ] Confirm the scope, price, and schedule effect with the responsible contractor staff.
- [ ] Send the written change for customer review before proceeding, unless the contract or an emergency direction requires otherwise.
- [ ] Obtain the required written approval and retain the signed record.
- [ ] Record any approved conditions, exclusions, or owner-furnished items.

## Update the project

- [ ] Update the contract value, budget, estimate, and allowance tracking as needed.
- [ ] Update the schedule and notify affected trades and suppliers.
- [ ] Issue revised drawings or instructions with their revision date.
- [ ] Link the approved change to related invoices, purchase orders, and daily logs.
- [ ] Confirm the completed work matches the approved scope before billing or closing the change.

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HHM Core PM | Change-order checklist