Echelon Advisory GroupGulf Breeze, Florida

Change Order Review

Trace each change from the field to the final account.

The change-order log matters. It is not the whole file.

Editorial photograph of change-order paperwork and a drawing roll on a table. Not Echelon client work.
Editorial photograph.

The question

Can each material change be traced to a disposition?

Echelon compares the records of what changed in the work with the records of what was priced, submitted, revised, approved, billed, paid, rejected, or closed. Read it in that order. Field direction, T&M work, and revised scope. Then pricing, the proposal, negotiation, approval, or rejection. Then whether that result reached contract value, a pay application, an invoice, a write-down, a credit, a backcharge, or an open balance.

The point is to find the break. A difference is not assumed to be recoverable.

What gets tested

The handoffs between records.

  • Performed work absent from the change log
  • Submitted values that do not reconcile to final disposition
  • Approved changes not reflected in billing
  • Pending items with no documented closeout
  • T&M records disconnected from commercial tracking
  • Credits and backcharges that do not reconcile to the final account

Boundary

Entitlement is not part of this review.

Echelon reconciles the project and commercial record. Entitlement, damages, and legal remedies belong with counsel or the appropriate claims professional.

If material items remain open after the review, Echelon can re-read the defined items on a later agreed cycle.