Change control
Recording the amount is the easy half. What matters two years later is which rule you valued it under, who instructed it, and whether it has already been paid.
30 days free, no card.
That is the part you are asked for when the final account is disputed, and it is the part that is always missing.
A spreadsheet records that a variation was worth one thousand pounds.
It does not record that you valued it at contract rates under clause 5.6.1, that it carried two days of extension of time, and that loss and expense was not claimed. That is the part you are asked for when the final account is disputed, and it is the part that is always missing.
Client Valuations
Under JCT a variation is valued in the periodic valuation, not paid separately on the side.
Add Variations pulls every approved variation into the certificate as a normal line, so retention, progress and the statutory dates run down one track.
Client Valuations
VO-01 is worth £1,000, but it is not money until it is certified, and under JCT it is certified inside the valuation, not on a separate note.
Add Variations pulls VO-01 and VO-03 into the certificate as lines, so retention is deducted once and the certified percentage is written back to the variation record.
Final account
A variation that is approved but never carried into the final account is money left on the table.
QScope rolls the approved variations into the adjusted contract sum automatically, so VO-01 and the rest are in the account without being re-keyed.
Instructions
The first thing a payer refuses is a variation with no instruction to authorise it.
AI-019 changes the cost of the works and has no variation against it. As things stand it will not reach the final account.
Variations
The chain is not identical outside the UK.
QScope holds the same fields whichever form you are on: who instructed it, the clause it rests on, and the basis of valuation. Set the contract to FIDIC and the clause references and currency follow, and the approved variation is carried into the Statement rather than a JCT valuation.
Who it is for
You are applying
You price the change and defend itYou price the instruction, submit the variation and defend it when it comes back cut. Instructed work with no variation against it is money you have already spent.
Applying for paymentYou are certifying
You value the change and answer for itYou value the variation from the other chair and account for what you cut. The register you keep is the one the final account will be argued from.
Certifying paymentYou are doing both
You build the change, paid or notYou absorb the small changes as they come, and the ones nobody wrote down are the ones you end up building for free.
Doing both yourselfYou are reporting
You fund the change, priced or blindYou check that scope changes are priced and approved before money moves, because an unpriced variation is risk the facility is carrying blind.
Recommending a drawdownThe client, the architect and the tenderer are not on this list. They are the people you let in on a link: they see the one document you sent them, answer it, and that answer is written into the record. No account, no licence, no charge, on every plan.
The questions this page raises most often, answered without a sales pitch at the end.
Yes, if that is what your contract does. Mark it Paid on the variation itself. If you later certify the same variation inside a valuation, QScope stops it counting twice rather than trusting you to remember.
Yes. A variation can be an addition, an omission or a substitution, and omissions carry through to the adjusted contract sum and the final account as negative figures.
It follows your contract. If a variation is certified inside a valuation, retention is deducted there once. If it is paid separately, you can set a retention rate on the variation itself, including zero for loss and expense which is normally not subject to retention.
Yes. Each variation prints on your letterhead with the description, the reason, the basis of valuation and the amount, ready to be issued as a confirmation of instruction.
The fields are the same. The Engineer instructs the Variation under Clause 13, the Variation Procedure runs under 13.3, measured work is valued under Clause 12 and daywork under 13.6. Set the contract form to FIDIC and the clause references and currency follow, and the approved variation is carried into the Statement rather than a JCT valuation.
From the blog
Three pieces from the same corner of a contract as this page, answered at length and without a sales pitch at the end.
Instruction first, then the valuation ladder your contract sets: contract rates, adjusted rates, a fair price or dayworks. Where each rung applies, and why the smallest variations are the ones that never get paid.
Read nowNo single extra under two hundred pounds feels worth the awkward conversation, and thirty of them are a month’s wages. The three-sentence habit that captures small changes without souring the job, and the quote clause that makes the habit expected.
Read nowTime and money are separate entitlements with separate tests. Why an extension of time does not carry money with it, what has to be ascertained, and where these claims usually fail.
Read nowKeep reading
Recording the amount is the easy half. What matters two years later is which rule you valued it under, who instructed it, and whether it has already been paid.
30 days free, no card.
Rather ask first? Write to help@qscope.co.uk and you will get a reply within one working day, Monday to Friday.