What the Change Order Drafter actually produces

CHANGE ORDER NO. 1 HARBORVIEW MIXED-USE DEVELOPMENT – PHASE 2 Project Location: [Project Address] Project Number: [Project Number] Contract Date: [Original Contract Date] Change Order Date: July 15, 2025 Contractor: [Contractor Name] Owner: [Owner Name] ================================================================================ CHANGE ORDER SUMMARY ================================================================================ Change Order Number: 1 Date Issued: July 15, 2025 Change Order Reference: RFI #47 (July 2, 2025) Owner Approval Reference: Email from Dana Kowalski, Owner's Representative (July 8, 2025) Original Contract Sum: $[Contract Sum] Previous Change Orders: $0.00 Current Contract Sum (before this CO): $[Contract Sum] Change Order Amount: +$38,450.00 Revised Contract Sum (with this CO): $[Revised Contract Sum] ================================================================================ SCOPE OF WORK – ORIGINAL CONTRACT REFERENCE ================================================================================ Original Scope: Level 3 mechanical systems installation per contract drawings and specifications, including HVAC equipment installation, ductwork, and electrical connections. Original equipment specified: Carrier 48XL series units. ================================================================================ DESCRIPTION OF CHANGE ================================================================================ Owner-Directed Equipment Upgrade – Level 3 Mechanical Room Redesign The Owner has directed an upgrade to the HVAC equipment specification from Carrier 48XL units to Carrier 50XC series units to achieve enhanced energy efficiency and future capacity requirements. This equipment upgrade necessitates the following scope modifications: 1. DEMOLITION - Demolition and removal of two (2) non-load-bearing partition walls in Level 3 mechanical room to accommodate larger equipment footprint - Proper disposal of demolition debris per contract requirements 2. DUCTWORK RELOCATION - Relocation of existing HVAC ductwork runs approximately 14 linear feet in northerly direction - All ductwork to remain sealed and pressure-tested per ASHRAE standards - Support and hanging systems modified to suit new routing 3. VIBRATION ISOLATION SYSTEM - Installation of new vibration isolation pads under upgraded equipment units - Isolation system designed and installed per equipment manufacturer specifications - Pads rated for equipment weight and vibration characteristics of 50XC series 4. ELECTRICAL MODIFICATIONS - Upgraded electrical connections to accommodate higher amperage draw of 50XC equipment - New conduit runs and circuit modifications as required - All work performed per National Electrical Code and local jurisdiction requirements - Coordination with electrical subcontractor for proper load calculations and breaker sizing 5. INCIDENTAL WORK - Testing and commissioning of modified mechanical system - System balancing and performance verification - Documentation and record drawings reflecting final configuration ================================================================================ COST BREAKDOWN ================================================================================ Directly Attributable Costs: Labor – Mechanical and General Labor $14,200.00 (112 hours at blended rate of $126.79/hr) - Demolition of partition walls: 24 hrs - Ductwork relocation and support: 56 hrs - Installation of isolation pads: 16 hrs - Electrical coordination and connections: 16 hrs Materials – Mechanical and Electrical $17,650.00 - HVAC ductwork, fittings, and fasteners: $9,200.00 - Vibration isolation pads and hardware: $4,850.00 - Electrical conduit, wire, and devices: $3,600.00 Equipment Rental – Mechanical Lifts & Tools $2,800.00 - Boom lift rental (14 days @ $200/day): $2,800.00 Subcontractor Services – MEP Coordination $2,400.00 - MEP subcontractor markup for redesign coordination - Includes engineering review and field supervision Overhead and Profit – 10% of Direct Costs $1,400.00 TOTAL CHANGE ORDER AMOUNT: $38,450.00 ================================================================================ SCHEDULE IMPACT ================================================================================ Original Substantial Completion Date: October 14, 2025 Schedule Analysis: The mechanical rough-in phase on Level 3 is identified as a critical path item with zero float. This work is a direct predecessor to drywall installation and ceiling grid installation, which affects downstream completion activities. Additional Time Required: - Demolition and wall removal: 3 days - Ductwork relocation and rerouting: 7 days - Vibration isolation pad installation: 2 days - Electrical modifications and testing: 2 days Total Added Duration: 14 calendar days Revised Substantial Completion Date: October 28, 2025 Schedule Status: - Original completion: October 14, 2025 - Revised completion: October 28, 2025 - Net delay: 14 calendar days - Acceleration reviewed: Cost-prohibitive; no practical acceleration methods available without exceeding owner budget parameters Critical Path Impact: The Level 3 mechanical rough-in remains on the critical path. All durations are sequential with no available float. Contractor will implement best management practices to minimize schedule impact and monitor progress daily. ================================================================================ JUSTIFICATION AND REASON FOR CHANGE ================================================================================ Basis for Change: This change order is issued pursuant to an Owner-directed modification documented in RFI #47 dated July 2, 2025, and confirmed in writing by Owner's Representative Dana Kowalski via email dated July 8, 2025. Reason for Change: The Owner elected to upgrade the specified HVAC equipment from Carrier 48XL series to Carrier 50XC series units subsequent to permit issuance. This upgrade was made to achieve the following project objectives: - Enhanced energy efficiency and operational cost savings - Increased future capacity and flexibility for building operations - Improved performance specifications Scope Classification: This change is classified as an OWNER-DIRECTED CHANGE outside the original contract scope. The original contract documents specifically referenced Carrier 48XL equipment. The 50XC series upgrade specification was not foreseeable at time of contract execution and was issued after contract award and permit issuance. All costs identified in this change order are directly and exclusively attributable to the Owner-directed upgrade. These costs would not have been incurred absent the Owner's decision to upgrade equipment specifications. Contract Authority: This change order is issued pursuant to the contract Change Order clause, which provides for changes directed by the Owner in writing. The Owner's Representative Dana Kowalski is authorized to issue such directives under the contract terms. ================================================================================ CONTRACT ADJUSTMENTS ================================================================================ Contract Sum Adjustment: Previous Contract Sum: $[Original Amount] Change Order No. 1: +$38,450.00 New Contract Sum: $[New Total] Schedule Adjustment: Previous Substantial Completion Date: October 14, 2025 Schedule Adjustment: +14 calendar days New Substantial Completion Date: October 28, 2025 Payment Terms: Payment for this change order shall be made in accordance with the contract terms and conditions. Costs will be invoiced upon completion of the change work. All labor, materials, and equipment costs are as specified in the cost breakdown above. ================================================================================ APPROVALS AND SIGNATURES ================================================================================ This Change Order is authorized and approved by the parties as indicated below: CONTRACTOR: _________________________________ ________________ Authorized Representative Signature Date _________________________________ Print Name and Title OWNER: _________________________________ ________________ Authorized Representative Signature Date _________________________________ Print Name and Title CONSTRUCTION MANAGER / ARCHITECT: _________________________________ ________________ Authorized Representative Signature Date _________________________________ Print Name and Title ================================================================================ DOCUMENT CERTIFICATION ================================================================================ I certify that the costs shown in this Change Order represent the full and complete cost to the Contractor for performing the described work, including all labor, materials, equipment, overhead, and profit. _________________________________ ________________ Contractor Representative Signature Date I certify that this change order represents an accurate description of the Owner-directed work modification and that the pricing is reasonable and in accordance with the contract terms. _________________________________ ________________ Owner's Representative Signature Date

Subject: Change Order No. 1 – Harborview Mixed-Use Development Phase 2 – HVAC Equipment Upgrade – Approval Required Dear [Owner/Client Name], We are writing to formally present Change Order No. 1 for your review and approval. This change order addresses the HVAC equipment upgrade you directed for the Harborview Mixed-Use Development – Phase 2 project and quantifies the associated costs and schedule adjustments. ————————————————————————————————————————————————————————————— CHANGE SUMMARY ————————————————————————————————————————————————————————————— What is Changing? Per your direction dated July 2, 2025 (RFI #47) and confirmed by your representative Dana Kowalski on July 8, 2025, we are upgrading the mechanical equipment on Level 3 from the originally specified Carrier 48XL units to the upgraded Carrier 50XC series. This equipment provides enhanced energy efficiency and greater capacity for future building needs. Because the new equipment is larger and more powerful, we need to make modifications to the mechanical room to accommodate it properly. This includes: • Removing two non-load-bearing walls to create adequate space • Relocating the existing ductwork approximately 14 feet to the north • Installing specialized vibration isolation pads under the equipment • Upgrading electrical connections to handle the higher power requirements ————————————————————————————————————————————————————————————— FINANCIAL IMPACT ————————————————————————————————————————————————————————————— Additional Cost: $38,450.00 This cost breaks down as follows: Labor (112 hours): $14,200.00 Materials (ductwork, pads, electrical): $17,650.00 Equipment rental (lifts and tools): $2,800.00 Subcontractor coordination: $2,400.00 Overhead and profit: $1,400.00 ___________________________________________________________ Total Additional Cost: $38,450.00 Budget Impact: Original Contract Sum: $[Original] New Contract Sum (with this change): $[New Total] Total Project Increase: $38,450.00 (X% increase) ————————————————————————————————————————————————————————————— SCHEDULE IMPACT ————————————————————————————————————————————————————————————— Additional Time Required: 14 calendar days Because the mechanical work must be completed before the drywall and ceiling work can begin on Level 3, this mechanical redesign extends the project timeline: Original Substantial Completion Date: October 14, 2025 Revised Substantial Completion Date: October 28, 2025 Schedule Extension: 14 days We have reviewed possible acceleration options (such as adding crew members or overtime work), but these would be extremely cost-prohibitive and have not been recommended. The current schedule represents the most efficient and cost-effective approach to completing this work. ————————————————————————————————————————————————————————————— WHY THIS CHANGE WAS NECESSARY ————————————————————————————————————————————————————————————— This work was not included in the original contract scope. The original specification called for Carrier 48XL equipment. Your subsequent decision to upgrade to the 50XC series—which occurred after the contract was executed and permits were issued—required us to redesign the mechanical room layout and associated systems. All costs in this change order are directly tied to accommodating the upgraded equipment and would not be incurred if the original equipment specification remained in place. ————————————————————————————————————————————————————————————— NEXT STEPS ————————————————————————————————————————————————————————————— To proceed with this work, we need your formal approval of Change Order No. 1. The attached change order document includes: ✓ Detailed description of all work to be performed ✓ Complete cost breakdown with labor and material details ✓ Schedule impact analysis ✓ Documentation of your authorization (RFI #47 and email confirmation) ✓ Signature lines for all parties Please review the attached change order carefully. If you have questions about any aspect of the work scope, costs, or schedule, please contact us immediately. Once approved, this change order will: • Adjust the contract sum by $38,450.00 • Extend the Substantial Completion date to October 28, 2025 • Authorize all associated mechanical, electrical, and demolition work ————————————————————————————————————————————————————————————— APPROVAL REQUEST ————————————————————————————————————————————————————————————— Please sign the attached change order and return it to us within five (5) business days to maintain our current work schedule. Without your approval, we cannot proceed with this scope of work. Signed change orders should be submitted to: [Project Manager Name] [Contact Email] [Phone Number] If you have any questions or would like to discuss this change order in detail, please do not hesitate to contact me directly. We can schedule a brief meeting if that would be helpful. Thank you for your prompt attention to this matter. Sincerely, [Project Manager Name] [Title] [Company Name] [Phone Number] [Email Address] ————————————————————————————————————————————————————————————— Attachments: • Change Order No. 1 (Formal Document) • RFI #47 (July 2, 2025) • Owner's Email Confirmation (July 8, 2025) • Detailed Cost Breakdown • Revised Project Schedule