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Scope Change Order

A formal request to change project scope, documenting the impact on cost, timeline, and deliverables with authorization signatures.

Scope Change Order

Project: project_name

Change Order #: change_order_number

Date: date

Original Contract/SOW Date: original_contract_date


Provider: company_name

Client: client_name

Requested By: requested_by


1. Reference to Original Agreement

This Change Order is issued pursuant to the original contract/statement of work dated original_contract_date between company_name and client_name for the project known as "project_name" (the "Original Agreement"). All terms and conditions of the Original Agreement remain in effect except as specifically modified by this Change Order.

Previous Change Orders (if any):

- Change Order #[X] -- Date: [Date] -- Status: [Approved/Pending]

- Change Order #[X] -- Date: [Date] -- Status: [Approved/Pending]

2. Description of Requested Change

Provide a detailed description of the requested change to the project scope:

[Describe in detail what is being added, removed, or modified in the project scope. Be specific about requirements, features, functionality, deliverables, or processes affected. Include technical specifications where applicable.]

2.1 Items Being Added

[Describe new deliverables, features, or work items being added to the scope]

[Include detailed specifications, acceptance criteria, and quality standards for new items]

2.2 Items Being Modified

[Describe existing deliverables or work items being changed, including the current specification and the proposed new specification]

2.3 Items Being Removed

[Describe any deliverables or work items being removed from the scope, if applicable]

3. Reason for Change

Explain the business justification and necessity for the requested change:

[Describe why this change is necessary. Common reasons include: new business requirements discovered during implementation, unforeseen technical challenges, regulatory or compliance changes, stakeholder feedback, market conditions, user testing results, integration requirements, or strategic pivots.]

Priority: [Critical / High / Medium / Low]

Urgency: [Immediate / Within current sprint / Next sprint / Flexible]

4. Impact Assessment

4.1 Cost Impact

Original Project Cost: $[Amount]

Cumulative Previous Change Orders: $[Amount]

Current Approved Budget: $[Amount]

Cost of This Change Order: $[Amount]

New Total Project Cost: $[Amount]

Cost breakdown for this Change Order:

- Labor (additional hours): [X] hours at $[Rate]/hr = $[Amount]

- Materials / licenses / third-party costs: $[Amount]

- Infrastructure / hosting costs: $[Amount]

- Testing and QA: $[Amount]

- Project management overhead: $[Amount]

- Other costs: $[Amount]

Total Change Order Cost: $[Amount]

4.2 Timeline Impact

Original Completion Date: [Date]

Current Approved Completion Date: [Date] (reflecting previous change orders)

Revised Completion Date: [Date]

Schedule Impact: [X] additional business days / weeks

Affected milestones:

- [Milestone name] -- Original: [Date] -- Revised: [Date] -- Impact: [X] days

- [Milestone name] -- Original: [Date] -- Revised: [Date] -- Impact: [X] days

- [Milestone name] -- Original: [Date] -- Revised: [Date] -- Impact: [X] days

4.3 Resource Impact

Additional resources required:

- [Role/Skill]: [X] hours / [X] FTE for [duration]

- [Role/Skill]: [X] hours / [X] FTE for [duration]

Impact on current team allocation: [Describe any reallocation of existing resources]

4.4 Deliverables Impact

New deliverables:

- [Deliverable #1 -- description and acceptance criteria]

- [Deliverable #2 -- description and acceptance criteria]

Modified deliverables:

- [Deliverable name] -- [Description of modification]

Removed deliverables:

- [Deliverable name] -- [Reason for removal, any credit or cost reduction]

4.5 Quality Impact

[Describe any impact on quality standards, testing requirements, or acceptance criteria. Note any additional testing or review cycles required.]

5. Risk Assessment

Identify risks introduced or affected by this change:

Risk 1: [Description] -- Probability: [High/Medium/Low] -- Impact: [High/Medium/Low] -- Mitigation: [Strategy]

Risk 2: [Description] -- Probability: [High/Medium/Low] -- Impact: [High/Medium/Low] -- Mitigation: [Strategy]

Risk 3: [Description] -- Probability: [High/Medium/Low] -- Impact: [High/Medium/Low] -- Mitigation: [Strategy]

Risk of NOT implementing this change: [Describe consequences of maintaining current scope]

6. Alternatives Considered

Describe alternatives that were evaluated before recommending this change:

Alternative A: [Description] -- Pros: [X] -- Cons: [X] -- Rejected because: [Reason]

Alternative B: [Description] -- Pros: [X] -- Cons: [X] -- Rejected because: [Reason]

Recommended approach: [Brief statement of why the proposed change is the best option]

7. Dependencies

List any dependencies that must be resolved for this change to proceed:

- [Dependency #1: e.g., third-party API availability]

- [Dependency #2: e.g., client content or approval]

- [Dependency #3: e.g., procurement of software license]

8. Payment Terms for Change Order

Payment for this Change Order shall be made in accordance with the following:

[Option A: Additional charges will be added to the next scheduled invoice]

[Option B: A separate invoice will be issued upon completion of the change order work]

[Option C: Payment of $[Amount] due upon approval; remainder upon completion]

9. Authorization

By signing below, both Parties agree to the scope change described in this Change Order. This Change Order becomes an amendment to and part of the Original Agreement. All terms of the Original Agreement continue to apply except as explicitly modified herein.

This Change Order is effective upon signature by both Parties.


Signatures

Provider: company_name

[Electronic signature will be collected via zsign]

Printed Name: ____________________________

[Date will be recorded automatically]

Client: client_name

[Electronic signature will be collected via zsign]

Printed Name: ____________________________

[Date will be recorded automatically]

Requested By: requested_by

[Date will be recorded automatically]

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