Change control

A variation that survives being challenged

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.

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The reasoning, not just the number

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.

  • Basis of valuation from the RICS hierarchy, contract rates through to lump sum quotation
  • Contract clause, so the route is on the record
  • Extension of time in days and whether loss and expense applies
  • Nature of the change: addition, omission or substitution
Variations
VO-01 Additional window to gable
Basis of valuationContract rates
Contract clauseJCT 5.6.1
Extension of time2 days
Loss and expenseNo
Instructed byR. Hall, architect
Subtotal£1,000.00
Certified in valuations£1,000.00
Still to certify£0.00

Approved variations become valuation lines

Under JCT a variation is valued in the periodic valuation, not paid separately on the side. Keeping them apart is how retention on variations quietly goes missing.

Add Variations pulls every approved variation into the certificate as a normal line, so retention, progress and the statutory dates run down one track.

  • Retention is deducted once, in the certificate, exactly as JCT expects
  • The variation shows its own certified percentage on the variation record
  • A certified variation cannot also be marked Paid, so nothing counts twice
  • Remove the line and the variation returns to the separate route automatically
Client Valuations
Adding variations to PC-04
RefValueThis period
VO-01 Additional window£1,000£1,000.00
VO-03 Revised M&E layout£3,240£1,620.00
Retention deducted on variations(£131.00)
Counted twice?Guarded
Questions

What surveyors ask before they start

Can a variation be paid outside the certificate?

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.

Are omissions handled?

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.

Does retention apply to variations?

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.

Can I print a variation for the client to sign?

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.

Related

The rest of the commercial picture

Try it on your next valuation

Not your whole portfolio. One live job, one certificate. If it does not save you time the first time you use it, walk away and take your data with you.