CHANGE ORDER POLICY

2y ago
58 Views
2 Downloads
474.81 KB
12 Pages
Last View : 17d ago
Last Download : 2m ago
Upload by : Ryan Jay
Transcription

CHANGE ORDER & AMENDMENT POLICYUniversity of Illinois Office of Capital Programs and Real Estate ServicesAugust 2020I.Governance of University of Illinois Capital ProjectsThe majority of capital projects undertaken by the University of Illinois aresubject to the requirements of the Illinois Procurement Code (30 ILCS 500). The Boardof Trustees of the University of Illinois is a Construction Agency pursuant to the Code.The Board of Trustees and University Administration, through the University Office ofCapital Programs and Real Estate Services, establish policies, procedures, systems andother considerations related to capital projects.This Policy governs expenditures in excess of a capital contract’s original priceand was developed by the University Office of Capital Programs and Real EstateServices in conjunction with the Office of University Counsel.II.Change Orders and Amendments Pursuant to the Illinois Procurement CodeAfter a contract has been formed pursuant to the Procurement Code, Section 3035 of the Code (30 ILCS 500/30-35) permits expenditures in excess of the originalcontract price provided that the additional work to be performed or material to befurnished: (1) is germane to the original contract; and (2) the expenditure for work isapproved in writing by the appropriate authority level prior to the performance of thework or procurement of material. Additional expenditures generally take the form of“Change Orders” in the case of construction contracts and “Amendments” in the case ofProfessional Services Agreements.The Procurement Code, procurement rules, University policies, and ContractDocuments seek to expedite the process contemplated in Section 30-35 by allowingflexibility to utilize methodologies such as “time and materials” or hourly rates, whilerequiring the maintenance of adequate cost-control mechanisms. University policies andprocedures must be followed to ensure that the proposals underlying the anticipatedincreased expenditures are appropriate, accurate and cost efficient. University personnelshall negotiate the best possible price for the University when seeking expenditures inexcess of the original contract price. Prior written approval by appropriate authority inaccordance with this policy must be obtained prior to the obligation of any additionalfunds.Should an ‘emergency purchase’ be required which is not germane to an existingproject construction contract, Procurement Code Section 20-30 (30 ILCS 500/20-30)shall be applicable. An ‘emergency purchase’ pursuant to this section shall be utilizedonly in instances of a threat to public health or safety, or when immediate expenditure isnecessary for repairs to property in order to protect against further loss of or damage toproperty or the integrity of vital records, or serious disruption of essential services.Issuance of an ‘emergency purchase’ is entirely within the discretion of the Owner.Prior written approval by appropriate University administrators in accordance with thispolicy must be obtained prior to the obligation of any funds.UOCP&RES1 of 1208/2020

III.Definition of Terms, Routing for Approval, & Signature AuthorizationIn order to comply with the requirements of the Procurement Code, the Universityhas established Contract Documents, including General Conditions, and utilizes thefollowing definitions, rules and procedures:A.UOCP&RESChange Orders“Change Order” means a written order to a Contractor executed by the Owner inaccordance with an existing project construction contract authorizing anddirecting an addition to, deletion from, or adjustment or revision of therequirements of the Contract Documents, or an adjustment to the compensationpayable to Contractor, or to the time for performance of the contract andcompletion of the Project, or a combination thereof. All additional expendituresrelated to work performed or material purchased through an agreement with aContractor will ultimately take the form of a Change Order. Change Orders shallutilize the approved format identified by the Office of University Counsel andUniversity Office of Capital Programs and Real Estate Services. In order tocomply with Section 30-35 of the Procurement Code, directives of the Board ofTrustees, this Policy and other University and campus policies, all Change Ordersshall be subject to approval by the appropriate.1.Field Directive (FD) Definition for Construction“Field Directive” means a written order to a Contractor executed by theOwner in accordance with the existing project construction contractauthorizing and directing an addition to, deletion from, or adjustment orrevision to the requirements of the Contract Documents, or an adjustmentto the compensation payable to Contractor, or to the time for performanceof the contract and completion of the Project, or a combination thereof.Field Directives may only be utilized in distinct and exceptional situationswhen, due to circumstances beyond the University’s control, a proposedChange Order is in dispute or the contemplated time of completion for thenormal Change Order process would delay the project. Prior tocommencement of work, the University shall set forth on the appropriateform “not-to-exceed” costs, which may be lump sum or time and materialbased,for the contemplated expenditure.A Field Directive ispreliminarily authorized/supported with appropriate documentation (seeExhibit 1) and ultimately utilizes the Change Order form. Additionaldocumentation supporting and justifying the completed work shall berequired. Field Directives are subject to approval by the appropriateauthority. Field directives must have appropriate University approvalprior to commencement of the work. Field Directives in excess of theSmall Purchase Threshold shall also be approved by the ChiefProcurement Office and the Procurement Policy Board prior to thecommencement of work.2.Emergency Work Authorization (EWA) Definition2 of 1208/2020

“Emergency Work Authorization” means a written order to a Contractorexecuted by the Owner in accordance with an existing project constructioncontract and directing an adjustment to the Contract Documentrequirements according to 30 ILCS 500/20-30. An Emergency WorkAuthorization shall be utilized only in instances of a threat to public healthor safety, loss of or damage to property or the integrity of vital records, orserious disruption of essential services. Issuance of an Emergency WorkAuthorization is entirely within the discretion of the Owner. Prior tocommencement of work, the University shall set forth on the appropriateform “not-to-exceed” time and material costs for the contemplatedexpenditure. The time of the emergency work shall be limited to no morethan 90 days. The time may be extended beyond 90 days with approval bythe CPO after a public hearing is published on the Illinois ProcurementBulletin. An Emergency Work Authorization is preliminarilyauthorized/supported with appropriate documentation (see Exhibit 1) andultimately utilizes the Change Order form. Prior to commencement ofwork, an Emergency Work Authorization shall be approved by theappropriate authority. Notice of emergency work shall be provided to theProcurement Policy Board no later than 5 calendar days after theemergency contract is awarded. When the actual final cost is determined,the cost shall also be provided to the Procurement Policy Board prior tothe 10th day of the succeeding month.B.Professional Services Consultant Agreement Amendments“Amendment” means a written modification to a Professional ServicesAgreement and may authorize and direct an addition to, deletion from, oradjustment or revision of the requirements of the Agreement, or an adjustment tothe compensation payable to Consultant, or to the time for performance of thecontract and completion of the Project, or a combination thereof. Amendments toProfessional Service Agreements shall utilize the approved format identified bythe Office of University Counsel and University Office of Capital Programs andReal Estate Services. All Professional Services Agreement Amendments shall beapproved by the Office of University Counsel and the University Office of CapitalPrograms and Real Estate Services. Prior written approval by appropriateauthority must be obtained prior to the obligation of any additional funds.Amendments in excess of the Small Purchase Threshold shall be approved by theChief Procurement Office and the Procurement Policy Board prior tocommencement of the work.1.UOCP&RESField Directive (FD) Definition for Professional Services Consultant(PSC) (for construction only)“Field Directive” means a written order to a PSC executed by the Ownerin accordance with the existing project construction contract authorizingand directing an addition to, deletion from, or adjustment or revision to therequirements of the Contract Documents, or an adjustment to thecompensation payable to PSC, or to the time for performance of the3 of 1208/2020

contract and completion of the Project, or a combination thereof. FieldDirectives may only be utilized in distinct and exceptional situationswhen, due to circumstances beyond the University’s control, a proposedAmendment is in dispute or the contemplated time of completion for thenormal Amendment process would delay the project.Prior tocommencement of work, the University shall set forth on the appropriateform “not-to-exceed” costs, which may be lump sum or time and materialbased,for the contemplated expenditure.A Field Directive ispreliminarily authorized/supported with appropriate documentation (seeExhibit 1) and ultimately utilizes the Amendment form. Additionaldocumentation supporting and justifying the completed work shall berequired. Field Directives are subject to approval by the appropriateauthority. Field directives must have appropriate University approvalprior to commencement of the work. Field Directives in excess of theSmall Purchase Threshold shall also be approved by the ChiefProcurement Office and the Procurement Policy Board prior to thecommencement of work.IV.Signature AuthorityApproval delegated signature authority are established by the Universityof Illinois Board of Trustees and the University. Amendments and ChangeOrders that are cumulatively in excess of 5% of the original contract for nonmedical center projects and 25% for medical center projects must be reported tothe Board of Trustees through the University Office of Capital Programs and RealEstate Services.V.Amendment Process for ApprovalA.Documentation required1. Project name and number2. Professional Services Consultant’s (PSC) name3. Proposed amendment number4. Proposed change in scope and rationale for the change including backupdocumentation5. Compensation changes submitted in contract format6. Proposed changes to relevant PSA scope sections7. Anticipated start date of added scopeB.UOCP&RESInitial Approval1. Campus Construction Unit’s (CCU) Project Manager sends an e-mail requestwith the required documentation for a PSA amendment to the CCU Director.2. CCU Director forwards e-mail for review by the Senior Associate VicePresident of Business and Finance & Deputy Comptroller for projects thathave been approved by the Deputy Comptroller or the Board of Trustees.3. Deputy Comptroller will send an e-mail response with comments or approvalto the CCU Director.4 of 1208/2020

C.Final Approval1. The CCU PM shall obtain the PSC’s wet signatures original PSA amendment.2. The amendment will be routed through the University enterprise contractsystem for approvals, posting (if required), and filing with state.3. CCU shall send an executed original amendment to the PSC.VI.Signature AuthorizationThe current limitations established by the University of Illinois Board of Trusteesas executed by the Senior Associate Vice President of Business and Finance & DeputyComptroller required for authorization of University funds will be followed to approveamendments.VII.Illinois Public Higher Education Procurement Bulletin PostingIn accordance with the Illinois Procurement Code (Section 15-25(b)), and theProcurement Rules for Higher Education (Section 526.3005) the Higher Education ChiefProcurement Officer is responsible for publishing amendments/contract change ordersand the respective required information in the Illinois Procurement Bulletin. TheUniversity Office of Capital Programs & Real Estate Services will post to the IllinoisPublic Higher Education Procurement Bulletin website(http://www.procure.stateuniv.state.il.us) all amendments/change orders greater than theSmall Purchase Threshold, in accordance with agreement with the Procurement PolicyBoard and the Capital Development Board.VIII. University Office for Business and Financial Services (OBFS) ManualThe University OBFS manual contains statements of policy and directives thatguide University business practices, including but not limited to, information relating tothe approval of financial documents.IX.Flowchart - See attached Visio Flowchart for Change Order ProcessX.Forms –See Exhibit 1 and 2 for examples of those forms which can be found on theUOCP&RES website at: http://www.uocpres.uillinois.edu/Change Order Form (Single)Emergency Work Authorization/Field Directive Form (Single)Change Order Form (Multiple)Emergency Work Authorization/Field Directive Form (Multiple)Field Directive for PSCXI.ReportingA Change Order and Amendment Report showing the Project, Change Order,Amendment, and dollar value, shall be compiled quarterly by the UOCP&RES using datain FCPWeb.Any questions regarding this policy shall be directed to:University of Illinois Office of Capital Programs & Real Estate Services807 South Wright Street, Suite 340, Champaign, Illinois, 61820, 217-333-5688UOCP&RES5 of 1208/2020

Professional Services Consultant (PSC)Campus Construction Unit SPO/CPO& PPB(CCU)Change Order (CO) Policy Workflow[Emergency Work Authorization (EWA)/Field Directive (FD)/Change Order (CO)]SPO/CPOSPO/CPOPPBPPBYES via BulletinYES via BulletinDoes costexceed SPT?STARTYESProject Change desired orrequired - Request forProposal (RFP) / EWAdeterminationPSC preparespaperwork forRFP or EWAas appropriateReview/obtainappropriate approvals andtime sufficient to processCO while not affectingcritical path?CCU review / obtainappropriate approvals(DIR & Above)NOProcess andapprove Work as aChange Order ona ‘Lump Sum’BasisDoes costexceed SPT?ApproveContractor(s)Change OrderDirect Work tobe performed asa ‘FieldDirective’NOEWASend EWA toContractor(s) asappropriate forpricing on a ‘Timeand Material, Notto Exceed’ BasisYESPrice reviewed/acceptableYESIssuance of FDneeded due toconditions?NOProcessContractor(s)Change Orderthrough signaturecycleYESPrice reviewed/backup informationacceptable?Price reviewed/acceptable?Initiate ‘FieldDirective’paperwork on a‘Not to Exceed’BasisContractor(s)UOCP&RESInitiate d Emergency Work Authorization workflowENDNoRFPYESPayContractorfor WorkApproveCommencement ofWorkSend RFP toContractor(s) asappropriate forpricingRFP or EWA?NONONOContractor(s)affected by RFPprice out thechange and timeimpact‘Not to Exceed’Price Proposed byContractor(s)Yellow Field Directive workflow‘Not to Exceed’ Price Proposed byContractor(s)Work CompletedYESGreen Change Order workflow6 of 12SPT Small purchase threshold, 76,600 FY1408/2020Was this a FDor EWA?YESProvide ‘Time andMaterial’ Backupinformation

UOCP&RES7 of 1208/2020

Exhibit 1 - Page 1Construction Contract Change Order – Single (SAMPLE)UNIVERSITY OF ILLINOISCONSTRUCTION CONTRACT CHANGE ORDER for UI Change Order No.UI RFP/EWA No.Change Order AmountUI Document No.UI Encumbrance No.Contractor (no assignment)Project NameUI Project No.ContractorName/AddressDivision of WorkPSC Project No.Contractor Project No.The above referenced contract is hereby amended to provide for the following described change(s) upon the terms set forth below:Contractor shall provide: (SCOPE)Original Calendar Days to Complete the WorkIncrease/(Decrease) in Calendar Days by Previous Change OrdersIncrease/(Decrease) in Calendar Days by this Change OrderCurrent Calendar Days to Complete the WorkRevised Substantial Completion Date/Original Contract AmountTotal of Previous Change Order(s)Increase/(Decrease) by this Change Order Revised Contract Amount /As changed hereinabove, the above referenced contract shall continue in full force and effect.CLASSIFICATION (for UI use only)ClientPSC ErrorRequestStaffPSCChanges/OmissionScopeChart *Fund *CM ion *UnforeseenConditionsCloseoutAccount *BUDGET/SCOPE (for UI use only)Does NOT affect project budget and/or scopeAffects project budget and/or scope (see attacheddocumentation)Program *ActivityLocationTHE UNDERSIGNED HEREBY CERTIFY THAT THIS CONTRACT CHANGE ORDER IS GERMANE TO THE ORIGINAL CONTRACT AS SIGNED AND THATTHE CIRCUMSTANCES NECESSITATING THIS CONTRACT CHANGE ORDER WERE NOT REASONABLY FORESEEABLE AT THE TIME THE CONTRACTWAS SIGNED. THIS CONTRACT CHANGE ORDER IS IN THE BEST INTEREST OF THE UNIVERSITY OF ILLINOIS AND IS AUTHORIZED BY LAW.PSC/CM/Contractor ApprovalsUniversity of Illinois ion Manager (CM) (if applicable)Board of Trustees of the University of Illinois–Comptroller,DateAvijit GhoshProfessional Services Consultant (PSC)Document Source: Template No ChangesContract Type: CapitalContract Sub Type: ConstructionForm approved by Legal Counsel - UOCP&RES 07/18UOCP&RES8 of 1208/2020

Exhibit 1 – Page 2EWA/FD – Single (SAMPLE) PROJECT TITLEEMERGENCY WORK AUTHORIZATION (EWA) (No.DATEFIELD DIRECTIVE (FD) (REFERENCE RFP #))Reason for UrgencyDescription of Problem:Action to be Taken:Total “Not to Exceed” Cost to Complete (Labor, Material, Mark up, etc.):Minimum information to be included in this section: Costs shall not exceed AMOUNT without prior written authorization by the Owner. Workto be invoiced on an hourly basis with daily time records submitted to the Contractor and Professional Services Consultant for approval. Time andMaterial backup information required for full payment at completion of Work.Work Completion Required By:Remarks:Date.Recommended by:CONTRACTOR (Name, Firm and Division(s) of Work)Reviewed by:Reviewed by:Reviewed by:Approved by:PSC (scope & estimated cost(s) reviewed)CM (scope & estimated cost(s) reviewed)PM (scope & estimated cost(s) reviewed)DIRECTOR or above for all EWA’s (CCU/UOCP&RES)PROJECT MANAGER or above per approval authorityfor Field Directives.pm/secc:Professional Services ConsultantConstruction Manager (if applicable)Contractor(s)Project FileUOCP&RES9 of 1208/2020

EXHIBIT 1 – PAGE 3Construction Contract Change Order – Multiple (SAMPLE)UNIVERSITY OF ILLINOISCONSTRUCTION CONTRACT CHANGE ORDERContractor with Assigned Subcontractor(s) (AS)Assigned Subcontractor(s) (AS)UI Change Order No.UI RFP/EWA No.Change Order AmountUI Document No.UI Encumbrance No.UI Project No.Contractor/AS Project No.PSC Project No.ProjectContractor/AS/AddressThe above referenced contract is hereby amended to provide for the following described change(s) upon the terms set forth below:Contractor shall provide: (SCOPE)Original Calendar Days to Complete the WorkCurrent Calendar Days to Complete the WorkIncrease/(Decrease) in Calendar Days by Previous Change OrdersRevised Substantial Completion DateIncrease/(Decrease) in Calendar Days by this Change OrderColumn AContractor’s Original BaseBid Accepted Alternate(s)Column B Contractor’s SUBTOTAL Plumbing AS OriginalSubcontract SumHeating AS OriginalSubcontract SumVentilation AS OriginalSubcontract SumElectrical AS OriginalSubcontract SumFire Protection AS OriginalSubcontract SumAS OriginalSubcontract Sum GRAND TOTAL (Contractor’sOriginal Contract Sum) Column CTotal of PreviousChange Order(s) Increase/(Decrease) by thisChange Order Total of PreviousChange Order(s)Assignment Fee TOTAL AS(s) increase(s)by this change order x 0.05 Total of PreviousChange Order(s)Total of PreviousChange Order(s)Total of PreviousChange Order(s)Total of PreviousChange Order(s)Total of PreviousChange Order(s)Total of PreviousChange Order(s) GRAND TOTAL ofContractor’sPrevious ChangeOrder(s) TOTAL A B C Increase/(Decrease) by thisChange OrderIncrease/(Decrease) by thisChange OrderIncrease/(Decrease) by thisChange OrderIncrease/(Decrease) by thisChange OrderIncrease/(Decrease) by thisChange OrderIncrease/(Decrease) by thisChange Order GRAND TOTAL ofContractor’sIncrease/(Decrease) by thisChange Order As changed hereinabove, the above referenced contract shall continue in full force and effect.CLASSIFICATION (for UI use only)ClientRequestPSCErrorCM art *Fund *Organization *Contractor’s RevisedBase Bid AcceptedAlternate(s) ChangeOrdersContractor’s RevisedChange Order(s)Assignment Fee Revised SubcontractSumRevised SubcontractSumRevised SubcontractSumRevised SubcontractSumRevised SubcontractSumRevised SubcontractSum GRAND TOTAL ofContractor’sSUBTOTAL RevisedSubcontract Sum(s)(“Contractor’s RevisedContract Sum”) BUDGET/SCOPE (for UI use only)Does NOT affect project budget and/or scopeAffects project budget and/or scope (see attacheddocumentation)Account *Program *ActivityLocationTHE UNDERSIGNED HEREBY CERTIFY THAT THIS CONTRACT CHANGE ORDER IS GERMANE TO THE ORIGINAL CONTRACT AS SIGNED AND THAT THE CIRCUMSTANCES NECESSITATING THISCONTRACT CHANGE ORDER WERE NOT REASONABLY FORESEEABLE AT THE TIME THE CONTRACT WAS SIGNED. THIS CONTRACT CHANGE ORDER IS IN THE BEST INTEREST OF THE UNIVERSITYOF ILLINOIS AND IS AUTHORIZED BY LAW.PSC/Contractor ApprovalsAssigned Subcontractor (AS)ContractorUniversity of Illinois ApprovalsDateDateCampus*DateDateBoard of Trustees of the University of Illinois – Comptroller*,Avijit GhoshDateProfessional Services Consultant (PSC)** Approvals only required for Contractor’s Change OrderDocument Source: Template No ChangesContract Type: CapitalContract Sub Type: ConstructionForm approved by Legal Counsel - UOCP&RES 07/18UOCP&RESPage 1 of10 of 1208/2020

EXHIBIT 1 – Page 4EWA/FD – Multiple (SAMPLE)DATE PROJECT TITLEEMERGENCY WORK AUTHORIZATION (EWA) (No.FIELD DIRECTIVE (FD) (REFERENCE RFP #))Reason for Urgency:Description of Problem:Action to be Taken:Total “Not to Exceed” Cost to Complete (Labor, Material, Mark up, etc.):Minimum information to be included in this section: Costs shall not exceed AMOUNT without prior written authorization by the Owner. Workto be invoiced on an hourly basis with daily time records submitted to the Contractor and Professional Services Consultant for approval. Time andMaterial backup information required for full payment at completion of Work.Work Completion Required By:Date.Remarks:Recommended by:CONTRACTOR (Name, Firm and Division(s) of Work)Reviewed by:Reviewed by:Reviewed by:Approved by:PSC (scope & estimated cost(s) reviewed)CM (scope & estimated cost(s) reviewed)PM (scope & estimated cost(s) reviewed)DIRECTOR or above for all EWA’s (CCU/UOCP&RES)PROJECT MANAGER or above per approval authorityfor Field Directives.pm/secc:Professional Services ConsultantConstruction Manager (if applicable)Contractor(s)Project FileUOCP&RES11 of 1208/2020

EXHIBIT 2 – Page 1FD for PSC (SAMPLE)DatePSC DESIGN FIELD DIRECTIVE FOR EXPEDITED DESIGN WORKPROJECT TITLEReason for Urgency:Description of Problem:Action to be Taken:Total “Not to Exceed” Cost to Complete (Labor, etc.):Minimum information to be included in this section: Costs shall not exceed AMOUNT without prior written authorization by the Owner.Design work to be invoiced on an hourly basis with daily time records submitted to the Owner for approval. Time record backup informationrequired for full payment at completion of design. THE UNDERSIGNED HEREBY CERTIFY THAT THIS DESIGN IS GERMANE TO THEORIGINAL AGREEMENT AS SIGNED AND THAT THE CIRCUMSTANCES NECESSITATING THIS PSC DESIGN FIELD DIRECTIVE WAS NOTREASONABLY FORESEEABLE AT THE TIME THE AGREEMENT WAS SIGNED. THIS PSC DESIGN FIELD DIRECTIVE IS IN THE BESTINTEREST OF THE UNIVERSITY OF ILLINOIS AND IS AUTHORIZED BY LAW.Design Completion Required By:Date.Remarks:Recommended by:PSC (scope & estimated cost(s) reviewed)Reviewed by (if applicable):CM (scope reviewed)Reviewed by:Reviewed by:PM (scope & estimated cost(s) reviewed)CCU Director (scope & estimated cost(s) reviewed)Approved by:SAVP Business and Financepm/secc:Professional Services ConsultantConstruction Manager (if applicable)Project FileUOCP&RES12 of 1208/2020

Change Order is in dispute or the contemplated time of completion for the normal Change Order process ould delay the project. Prior to w commencement of work, the University shall set forth on the appropriate form “not-to-exceed” costs, which may be lump sum or t

Related Documents:

Sep 01, 2006 · 3.1 Change Order Summary 18 3.1.1 Change Order Proposal 18 3.1.2 Change Order Worksheets 19 3.1.3 Change Order Proposal: Flowchart F-3.1.3 21 3.2 Construction Change Directives 22 3.2.1 CCD Summary 22 3.2.2 CCD Process 22 3.2.3 CCD Process: Flowchart F-3.2.3 24 4.0 Step 3 – Change Order Processing & Approval 25File Size: 622KB

Addy Notes_ Change Order to a PO Page 1 of 8 5/18/2017 Change Order to a Purchase Order . This Addy Note describes how to add money to a line on an existing purchase order (PO), also known as a change order to a PO. To make a change order to a PO, you’ll need to create a new requisit

Toys and Technology Policy Science Policy End of Day Policy Substitute Policy Sick Policy Co-Op Closure Policy Events Outside of Co-op Volunteer Responsibilities Cooperative Policy Age group Coordinator . 3 Lead & Co-Teaching Policy Co-Teaching Policy Class Assistant

address-family ipv6 unicast network . 2001:468::/48 route-policy EX1 redistribute connected route-policy EX2 neighbor 2001:db8::1 route-policy EXAMPLE1 in route-policy EXAMPLE2 out vrf FOO address-family ipv6 unicast import route-policy EXAMPLE1 export route-policy EXAMPLE2 Single-policy at attachment point Attach a policy at:

Change Order Selection - Placed all 298 change orders on a spreadsheet. - Inserted random number column. - Organized changes orders in the order of the random number. - The top 28 change orders were included in the review. - No other factors were used to select change orders. 2017 Change Order Process Review

Below is a diagrammatic representation of the workflow of the change management process Detailed Change Procedures Normal Changes a) Change initiator initiating request for change (RFC) will create an RFC. Change type is Major. Changes should be entered into the system at least two weeks in advance of the actual change date. If change date is .

April 2018 Name of Policy Child protection and Safeguarding Policy, Education Scotland – Inclusion and Equality Description of Policy Policy Number Policy Status New Revision of Existing Policy Withdrawal of Policy Scottish Government Adopted Author Monica McGeever, Lead Officer Safeguarding Owner and business area Inclusion and Equality

Allocations and Development Management Plan Policy Listing Policy Ref Chapter / Policy Title PAGE NO. Chapter 1 Sustainable Communities and Development Principles 9 Policy SC 1 Presumption in Favour of Sustainable Development 12 Chapter 2 Environment 14 Policy EN1 Design Principles 15 Policy EN2 Amenity Protection 17 Policy EN3 Demolition in Conservation Areas 20 Policy EN4 Heritage Assets 21 .