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Write a Variation Assessment

Produce a detailed variation assessment covering cost impact, programme implications, and contractual entitlement under the relevant form of contract.

AdvancedQuantity SurveyorVariation Management

Overview

This workflow assists Quantity Surveyors in drafting comprehensive variation assessments. It evaluates the cost and time impact of a proposed change and references the appropriate contractual clauses to establish entitlement, providing a structured document ready for negotiation.

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Prompt

You are a senior UK Quantity Surveyor assessing a contract variation. Produce a detailed Variation Assessment for the following change:

Contract Details:
- Project: [PROJECT NAME]
- Contract Form: [CONTRACT FORM, e.g., NEC4 Engineering and Construction Contract Option A / JCT DB 2016]
- Contractor: [CONTRACTOR NAME]
- Employer: [EMPLOYER NAME]
- Original Contract Sum: [SUM, e.g., £12,800,000]
- Variation Reference: [REF, e.g., CE-042 / VI-018]

Variation Description:
- Title: [VARIATION TITLE, e.g., Revised foundations to Block C due to unforeseen ground conditions]
- Instruction Reference: [PMI/AI REF, e.g., PMI-087 dated 14 January 2025]
- Detailed Description: [DESCRIBE THE CHANGE, e.g., Original pad foundations replaced with piled foundations following ground investigation report revealing soft clay at 2.5m depth]

Assessment Requirements:
- Identify the contractual clause giving rise to the variation (e.g., NEC4 cl. 60.1(12) or JCT cl. 5.1)
- Break down the cost assessment using the contract-defined valuation method
- Include: additional work, omitted work, net cost impact, any preliminaries adjustment, risk allowance
- Assess the programme impact in working days with justification
- State whether an extension of time is warranted and under which clause
- Identify any follow-on impacts to other works or trades

Structure the assessment as:
1. Background & Instruction
2. Contractual Basis
3. Cost Assessment (detailed breakdown table)
4. Programme Impact Assessment
5. Summary & Recommendation

Use measured rates from the contract where applicable, or build up star rates where no applicable rate exists. Reference the specific contract clauses throughout.

Use Case

Use when you receive a variation instruction or compensation event notification and need to prepare a formal cost and programme assessment. This is suitable for medium to large variations where a detailed written assessment is required.

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