When you need it
Use when instructed or disputed changed work requires a traceable proposed valuation. Apply after identifying baseline scope and actual valuation provisions, and update as measurements, rates and agreement status develop.
XLSX /
AI tools and documents for engineering and project management.
Variation Valuation Evidence Worksheet
Blank worksheet for recording changed scope, quantities, rate evidence and separately checked amounts. Includes guidance; no automatic valuation or totals.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
The worksheet connects the changed scope to quantity and price evidence. It exposes omissions, prior valuations and disputed components so a calculated amount is not confused with entitlement or an agreed price.
How to complete it
- Describe Change / item and Scope / quantity against original, omitted and added work. Link the instruction and flag work whose authority remains uncertain.
- Record Valuation provision, Rate basis and Supporting cost from actual terms and records. Enter independently checked amounts; this worksheet provides no automatic valuation or totals.
- Reconcile Omission / prior value before recording Assessed amount. Preserve Agreement status separately, distinguishing submitted, assessed, agreed and paid values and unresolved components.
Who prepares and reviews it
A quantity surveyor or commercial engineer prepares it with discipline and site measurement inputs. A commercial reviewer checks quantities and rate treatment; agreement or determination belongs to the parties authorized under the contract.
A mistake to avoid
Pricing all added work while leaving the superseded scope in previous valuations can overstate the proposed change and duplicate recovery across payment submissions.
Illustrative example
Illustrative example: a revised drainage alignment adds pipework but removes part of the original route. The worksheet links measured changes and applicable rate evidence, including the omitted portion. The commercial reviewer checks the net proposal before seeking agreement, without treating the arithmetic as proof of contractual entitlement.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Scope difference
- Valuation method
- Quantum evidence
- Reconciliation and status
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Change instruction and actual contract valuation provisions
- Baseline scope and measured changed quantities
- Applicable rates and cost records
- Related credits, omissions and prior valuations
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief