Get the worksheet

Fillable PDF · instant download after checkout · run it on every change order, on every project.

$99
one-time purchase
Buy the worksheet →

Secure checkout by Stripe. Sold by Umbra Enterprises LLC.

Buying more than one? The Construction Document Bundle is all three review worksheets for $225.

Not sure yet? Read the free guide first: it teaches the method; the worksheet runs it.

Five parts, in order. Most bad change orders die at Part 1 or 2, before you ever argue price.

You supply your contract and the contractor's paperwork. The worksheet supplies the discipline.

Part 1: The 60-second triage

Is this even a reviewable change order? Seven checks on the paperwork itself: written form, real price, cost breakdown, schedule impact, stated reason, notice window, and whether the work already happened. Defective paperwork goes back before you evaluate anything.

Part 2: The entitlement check

Does the contract make you pay for this at all? Every claim sorts into one of four buckets, from owner-directed changes (you owe a fair price) to contractor error dressed up as a concealed condition (you owe nothing). The bucket decides everything downstream.

Part 3: The pricing audit

The five places money hides: labor rates that drifted from the bid, unsupported material pricing, stacked overhead and profit across tiers, unit-price math, and the credit for deleted work that owners forget to ask for. Printed thresholds where honest industry norms exist.

Part 4: Three ready-to-adapt letters

Approve as submitted, approve with corrections, or request substantiation. Fill in the blanks, send the same day, keep the record. Silence is the one response the worksheet never allows.

Part 5: The negotiation, and the gate

A six-step script that reconciles their paperwork to the contract you both signed, the counters to the three standard pressure moves, and the lever that beats every argument: changed work does not start until the change order is signed or you have issued a written directive. Your review speed is what keeps that gate credible; the worksheet is built to run in under an hour for exactly that reason.

The Change-Order Review Worksheet is a diligence tool, not legal advice. Markup ranges and thresholds reflect customary practice for small commercial work; your signed contract always governs where it differs.

Rather have us run the review? Change-order review is core owner's representation work, and it is literally our job. Contact us →