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Change and variations · For QSs and commercial managers

Keep change visible. Put your commercial team in control.

The kit logs the change, tracks the notice and drafts the narrative, the evidence index and the valuation. Your QS reviews, approves and issues each one before it reaches the Project Manager.

Discuss Your VariationSee the Worked Example
  1. Page 1 of the Variation narrative, CE-009 sample document
    Open the full document (4 pages)
  2. Page 1 of the Change event log sample document
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  3. Page 1 of the Notice tracker sample document
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  4. Page 1 of the Evidence bundle index, CE-009 sample document
    Open the full document (3 pages)
  5. Page 1 of the Entitlement statement, CE-009 sample document
    Open the full document (3 pages)
  6. Page 1 of the Valuation build-up, CE-009 sample document
    Open the full document (2 pages)
  7. Page 1 of the Monthly commercial submission sample document
    Open the full document (2 pages)
  8. Page 1 of the Final account position sample document
    Open the full document (2 pages)
Variation narrative, CE-009 · 1 of 8

The period

Change event in. An evidence-led submission for your QS to review.

Six stages run in order, each one a gate. Your QS clears it before anything reaches the Project Manager.

Stage 1 of 6 · Change capture

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The Radar

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Stage 2 of 6 · Notice tracking

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The Clock

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Stage 3 of 6 · Entitlement narrative

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The Case

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Stage 4 of 6 · Evidence assembly

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The File

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Stage 5 of 6 · Valuation

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The Count

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Stage 6 of 6 · Submission

Page 1 of the Variation narrative, CE-009 sample document
Page 1 of the variation narrative for CE-009 from the worked example, on a sample project.

The Drop

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  1. Change captureStage 1 of 6

    The Radar

    The change is logged at the moment of recognition and classified against the contract: NEC clause 60.1, JCT clause 5 or bespoke. The notice clock starts.

    Project manager or QS confirms the trigger event

    Open the stage example

  2. Notice trackingStage 2 of 6

    The Clock

    Date served, party, method and acknowledgement recorded. Time-bar windows surfaced before they close.

    QS issues the notice and confirms acknowledgement

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  3. Entitlement narrativeStage 3 of 6

    The Case

    The cause, effect and entitlement chain: what changed, what followed, why entitled, with every claim traced to a drawing, instruction or RFI response.

    QS owns the contractual position and language

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  4. Evidence assemblyStage 4 of 6

    The File

    Drawings, instructions, RFI responses, photographs, daywork sheets and programme extracts, numbered and source-linked.

    QS or commercial co-ordinator verifies completeness

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  5. ValuationStage 5 of 6

    The Count

    Defined Cost built up: labour, plant, materials, subcontractor, prelims and fee, each layer traced to current rates and the contract pricing mechanism.

    QS or estimator sets the rates

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  6. SubmissionStage 6 of 6

    The Drop

    Narrative, evidence index, valuation and entitlement statement compiled to the Project Manager's template, with the audit trail logged.

    Commercial manager signs and submits

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What comes back

Eight documents in the change account, from first notice to final account position.

The narrative, the evidence index, the entitlement statement and the valuation are built from the same change event, so the assessor reads one argument, not four.

Stages
06
Documents
08
Review
Named

Worked example on a fictional job.

Page 1 of the Change event log sample document
Change event logOpen the readerPDF4 pages
Page 1 of the Variation narrative, CE-009 sample document
Variation narrative, CE-009Open the readerPDF4 pages
Page 1 of the Evidence bundle index, CE-009 sample document
Evidence bundle index, CE-009Open the readerPDF3 pages
Page 1 of the Entitlement statement, CE-009 sample document
Entitlement statement, CE-009Open the readerPDF3 pages
Page 1 of the Valuation build-up, CE-009 sample document
Valuation build-up, CE-009Open the readerPDF2 pages
Page 1 of the Monthly commercial submission sample document
Monthly commercial submissionOpen the readerPDF2 pages
Page 1 of the Final account position sample document
Final account positionOpen the readerPDF2 pages

Commercial Control Kit

Change account · BAI-CCK

  • Change event log4 pages
  • Notice tracker3 pages
  • Variation narrative, CE-0094 pages
  • Evidence bundle index, CE-0093 pages
  • Entitlement statement, CE-0093 pages
  • Valuation build-up, CE-0092 pages
  • Monthly commercial submission2 pages
  • Final account position2 pages

Worked example on a sample project: one compensation event on an NEC4 distribution-centre contract, carried from recognition to submitted quotation. The full documents are on the worked-example page, one link from the top of this one.

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Who signs

The kit builds the file. Your QS holds the position.

  1. The kit builds the file

    Instructions, correspondence, drawings and programme extracts in; notices, narratives, evidence indexes and valuations out as drafts, clauses cited.

  2. Your QS holds the position

    Whether an event is a compensation event, what the entitlement argument is, which rates to defend and when to concede stay with your QS and commercial manager.

  3. The submitted pack locks

    Every notice and submission is recorded against its change event with who signed it. An edit after approval voids it and asks for it again.

The gates, by role

  1. Stage 6 of 6 · The Drop

    Commercial manager signs and submits

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Where it runs

The kit runs in The Plant Room, change event by change event, gate by gate.

Your commercial team sees each change event, its notice clock, who cleared each stage and what is next to run. Every submission keeps who signed it on the record.

The Plant Room →

05 / Questions

Before we talk.

Questions teams ask about this pack. The 30-minute call covers the rest.

Do we need to switch project-management tools to use the kit?

No. Commercial Control sits alongside whatever PM or CRM stack you already run (Procore, Aconex, Asta, Excel). The instruction log and notice tracker live in BuiltAI; references to source documents stay where they are.

What changes first once the kit is running?

Notices and change events are logged as they happen, with the evidence attached, so the account position is current rather than reconstructed at the end of the period. What that is worth depends on the contract value and how disciplined the baseline already is; we look at that together on the call.

What is the smallest team this kit makes sense for?

Two or three live projects with at least one named commercial sponsor. Below that, a written SOP is usually enough; we would recommend the Operational Intelligence Audit first and only deploy if it confirms recurring leakage.

Build a clearer route from change event to submission.

Tell us about the variation, the notice position and where the commercial process gets held up. Arrange a 30-minute call to explore the next step.

Discuss Your VariationSee the Worked Example
How the commercial model works →