Outcomes Automation Call or text 360-770-0902

A sample job, from the request to the change order

This job is fictional, but it’s built the way real ones arrive and go back. Every name, place, rate and number on this page is made up.

How the job went
Monday, May 4, 3:45 PMKelly Marsh at Cascade Land Services forwards a new project from the utility’s land agent.
4:20 PMThree questions go back.
5:05 PMKelly answers them.
Tuesday, May 5, 2:35 PMThe ISOW goes back, checked line by line. Kelly submits it to the utility that afternoon.
Friday, May 8The utility issues PO 4500631190.
Monday, September 14Kelly asks for a change order. The PO is 85% spent.
Tuesday, September 15Change Order #1 goes back.

Monday, May 4, 3:45 PM

What arrived

A forwarded request with three attachments and a line from the land agent.

Monday, May 4, 4:20 PM

Three questions

Questions go back the same day, and only about things I can’t look up myself.

Josh, Monday, May 4, 4:20 PM

  1. Does the new fence stay inside the 40x40, or should I carry an easement amendment?
  2. Can you send Dana’s email?
  3. Are the CFT meetings weekly or every two weeks?

Kelly, Monday, May 4, 5:05 PM

  1. No site plan yet. Price the TUA, and we’ll do a change order for anything permanent.
  2. Added her to this thread.
  3. Every two weeks.

Tuesday, May 5, 2:35 PM

The ISOW that went back

It goes out under your firm’s name, on your client’s template. These are the parts written for this job. The whole document is in the PDF.

Individual Scope of Work

Company
Granite Basin Power & Gas
Supplier
Cascade Land Services, LLC
Prepared by
M. Ellison, Cascade Land Services, LLC
Agreement number
7712
Work order
118204417
Effective date
May 5, 2026

1. Background and Objective

The Company will rebuild the R-14 regulator station in place and add an outlet relief valve. The station sits on an existing 40-foot by 40-foot easement on a private farm parcel on County Road 31, north of Cedar Flats in Larch County. The Company is designing the work and a contractor will build it, with construction planned for fall 2026. The Supplier will provide right-of-way research, a temporary use agreement for staging and access, permitting support and project coordination.

2. Description of the Work

  • Rights research at the station parcel: review the recorded easement, the rights for the drive and piping to the road, and current vesting, and confirm whether the new fence fits inside the existing easement once a site plan is available.
  • One temporary use agreement (TUA) with the farm parcel owner for staging and access: landowner contact, negotiation, document preparation, signing and the payment check request.
  • The county access permit for the construction entrance on County Road 31, and preparation of the traffic control permit application.
  • GIS exhibits for the TUA and the access permit.
  • Cross-functional team (CFT) meetings every two weeks, with schedule and status input.
  • Project management and coordination with the Company’s project manager and land agent.

3. Schedule

Work begins on Notice to Proceed and issuance of a Purchase Order, and runs about 120 days, through the start of construction.

Sections 4 and 5 list the deliverables and the location. They’re in the PDF.

6. Assumptions and Exclusions

  • Scope assumes one TUA with the farm parcel owner, plus contingency for one additional affected landowner. Work materially beyond this will be addressed by change order.
  • Permit fees and landowner payments are billed at actual cost as pass-through reimbursables.
  • No new or amended easement, survey, staking or recording is included. If the new fence does not fit inside the existing easement, an easement amendment will be a change order.
  • Preparation of the traffic control permit application is included. Traffic control itself is excluded.
  • All work is performed after Notice to Proceed and issuance of a Purchase Order.

7. Risks

  • There is no site plan yet. The fence may need an easement amendment.
  • If construction moves, project management and CFT meetings run longer.

8. Coordination

Company project manager
Dana Whitfield
Company land agent
J. Varga
Supplier project manager
M. Ellison, Cascade Land Services

Sections 9 to 11 cover reporting, change orders and the purchase order, and the rate sheet is attached. They’re in the PDF.

Exhibit A: Pricing

TitleTime / HrsRateTotal
ROW Program/Project Manager17.0$120.00$2,040.00
Sr. ROW Agent38.0$95.00$3,610.00
Junior ROW Agent12.0$78.00$936.00
Administrative Assistant5.0$52.00$260.00
ROW Permits Technician18.0$72.00$1,296.00
GIS Specialist8.0$70.00$560.00
Project Controls & Scheduling8.0$120.00$960.00
Sub Total106.0$9,662.00
Total (Not‑to‑Exceed)$9,662.00
TUA exhibit for WO 118204417, R-14 regulator station rebuild Plan view of a farm parcel north of County Road 31. The R-14 regulator station sits on an existing 40-foot by 40-foot easement near the road, reached by an existing drive. The proposed new fence runs about nine feet past the north line of the easement, circled in red with the note: new fence past easement, asked May 4. East of the station is the temporary use area for staging and access, with a construction entrance from County Road 31. A pasture fence separates the north pasture. G G G COUNTY ROAD 31 N 02040 FT FARM PARCEL, PRIVATE NORTH PASTURE PASTURE FENCE PL TUA AREA STAGING AND ACCESS R-14 REGSTATION EX 40' x 40'EASEMENT EX GAS MAINS AA EX DRIVE PROP FENCE CONSTRUCTIONENTRANCE 40' R/W GRANITE BASIN POWER & GAS R-14 REG STATION REBUILD TUA EXHIBIT, FROM KMZ FICTIONAL. NOT A SURVEY. WO 118204417 SCALE: GRAPHIC SHEET 1 REV 0
The TUA exhibit, built from the KMZ. The red note is mine, from the first read. The whole exhibit is on the last page of the PDF.

How each line was counted

Every line is hours times the rate on your client’s rate sheet. This sheet goes back with the ISOW, so your PM can see where every hour came from and redo the arithmetic.

LineHoursHow the hours were countedFrom
1. ROW Program/Project Manager17.0
  • 17 One hour a week for the 17 weeks from notice to proceed to the start of construction
“Construction this fall.”
2. Sr. ROW Agent38.0
  • 8 Rights research at the station parcel, including the drive and piping to the road, and the easement question
  • 22 The temporary use agreement (TUA) with the farm parcel owner, from first contact to signing
  • 8 Contingency for one more affected landowner
“Not sure the new fence will fit.” Then: “Price the TUA, and we’ll do a change order for anything permanent.”
3. Junior ROW Agent12.0
  • 6 Pulling the recorded easement, the vesting deed and the county parcel records
  • 6 Preparing the TUA package
“The station sits on a 40x40 easement on a farm parcel.”
4. Administrative Assistant5.0
  • 5 Document control, filing and the check request for the TUA payment
The TUA payment needs a check request.
5. ROW Permits Technician18.0
  • 12 County access permit for the construction entrance on County Road 31
  • 6 The traffic control permit application. Traffic control itself is the contractor’s
“County access permit,” from the land agent’s note.
6. GIS Specialist8.0
  • 8 Exhibits for the TUA and the access permit, built from the KMZ
R‑14 site.kmz, attached to Kelly’s email.
7. Project Controls & Scheduling8.0
  • 4.5 Nine CFT meetings, every two weeks, at half an hour each
  • 3.5 Schedule and status input
“Every two weeks,” Kelly’s answer to the third question. Billed at the PM rate, per the rate sheet.

Checked line by line by J. Hill J.H. May 5, 2026

These amounts are Cascade’s hours at the utility’s rates. My fee for this job: $250 for the ISOW and $150 for the change order.

Monday, September 14

The change order

Change order requests come with what changed and how much of the PO is spent, and often a guess at the size.

Change Order #1

to Individual Scope of Work dated May 5, 2026

Company
Granite Basin Power & Gas
Supplier
Cascade Land Services, LLC
Prepared by
M. Ellison, Cascade Land Services, LLC
Work order
118204417
Purchase order
4500631190
Effective date
September 15, 2026

1. Background and Objective

This Change Order #1 amends the Individual Scope of Work dated May 5, 2026 and the Not-to-Exceed of Purchase Order 4500631190. Sections of the original ISOW not shown here are unchanged.

Reason for Change Order

  1. The landowner asked to move staging to the north pasture, so the TUA must be renegotiated and signed again.
  2. Larch County now requires a grading permit for the new staging area, in addition to the access permit.
  3. Construction moved from fall 2026 to spring 2027, so project management and CFT meetings continue until construction starts in March 2027.

The new staging location and the grading permit were not known when the Purchase Order was issued. The construction delay is the schedule risk named in the original ISOW.

2. Description of the Work

The original ISOW funded rights research, one TUA, the county access permit and the traffic control permit application, GIS exhibits, CFT meetings and project management through fall 2026. Change Order #1 covers:

  • A revised TUA and exhibit for the north pasture.
  • The county grading permit application, and an extension of the access permit.
  • Project management and CFT meetings every two weeks until construction starts in March 2027.

The fence question is still open. An easement amendment, if needed, will be a separate change order.

3. Schedule

Through the start of construction, now planned for March 2027.

Exhibit A: Pricing

TitleOrig. HrsAdded HrsRevised HrsRateRevised Subtotal
ROW Program/Project Manager17.0+24.041.0$120.00$4,920.00
Sr. ROW Agent38.0+14.052.0$95.00$4,940.00
Junior ROW Agent12.0+4.016.0$78.00$1,248.00
Administrative Assistant5.0+2.07.0$52.00$364.00
ROW Permits Technician18.0+10.028.0$72.00$2,016.00
GIS Specialist8.0+3.011.0$70.00$770.00
Project Controls & Scheduling8.0+8.016.0$120.00$1,920.00
Total106.0+65.0171.0$16,178.00

Original Not-to-Exceed: $9,662.00 (per PO 4500631190)

Change Order #1: +$6,516.00

Revised Not-to-Exceed: $16,178.00

The added funds are tracked under the existing Purchase Order.

TUA exhibit for WO 118204417, R-14 regulator station rebuild Plan view of a farm parcel north of County Road 31. The R-14 regulator station sits on an existing 40-foot by 40-foot easement near the road, reached by an existing drive. The proposed new fence runs about nine feet past the north line of the easement, circled in red with the note: new fence past easement, asked May 4. East of the station is the temporary use area for staging and access, with a construction entrance from County Road 31. A pasture fence separates the north pasture. G G G COUNTY ROAD 31 N 02040 FT FARM PARCEL, PRIVATE NORTH PASTURE PASTURE FENCE PL TUA AREA STAGING AND ACCESS R-14 REGSTATION EX 40' x 40'EASEMENT EX GAS MAINS AA EX DRIVE PROP FENCE CONSTRUCTIONENTRANCE 40' R/W GRANITE BASIN POWER & GAS R-14 REG STATION REBUILD TUA EXHIBIT, FROM KMZ FICTIONAL. NOT A SURVEY. WO 118204417 SCALE: GRAPHIC SHEET 1 REV 0
The same exhibit, with the change in red: staging moves to the north pasture. The whole exhibit is on the last page of the PDF.

How the added hours were counted

LineAdded hoursHow the added hours were counted
1. ROW Program/Project Manager+24.0
  • +24 One hour a week for 24 more weeks, mid-September to the start of construction in March
2. Sr. ROW Agent+14.0
  • +10 Renegotiating the TUA for the north pasture
  • +4 Meetings with the landowner on site
3. Junior ROW Agent+4.0
  • +4 The revised TUA package
4. Administrative Assistant+2.0
  • +2 A revised check request and filing
5. ROW Permits Technician+10.0
  • +8 The county grading permit application
  • +2 Extending the access permit
6. GIS Specialist+3.0
  • +3 A revised TUA exhibit for the north pasture
7. Project Controls & Scheduling+8.0
  • +6 Twelve more CFT meetings at half an hour each
  • +2 Schedule and status input

Kelly guessed around 5K. The hours came to $6,516.00, mostly because project management and CFT meetings run 24 more weeks.

Checked line by line by J. Hill J.H. September 15, 2026

Start a pilot

Set-up on your client’s template and rate sheet takes about a week, and your first live document after that is free.

Or call or text 360-770-0902, or email josh@outcomesautomation.com.