ANSWER
01
Allowance status first.
If the millwork is carried by an allowance, this is an allowance reconciliation—compare actual cost against the allowance amount and document the variance. It becomes a change to the contract sum only for the portion that falls outside the allowance.
02
Open a Change Event before pricing.
The Change Event records the request, the date, and the originating direction. The PCO prices what the Change Event has already established.
03
Price from the subcontractor quote—but write the scope internally.
Use the shop quote for cost. Do not adopt the subcontractor’s scope language as the contract description; write the scope in the company’s own terms.
04
Apply contractor fee only where the contract permits it.
Show fee as a separate line, and never apply fee on fee.
05
State schedule impact explicitly.
One of three: None, TBD, or +__ calendar days. Never leave it blank.
06
If the shop must be released before pricing is final, authorize it in writing.
Depending on what the contract provides, that may be an NTE, a T&M authorization, or a construction change directive. Never verbally.
WHAT CHANGES THE ANSWER
Allowance status first. Then subcontracted vs. self-performed work, what the contract permits for fee, whether pricing is final, and whether the project has a GMP cap.