How to write your Schedule F (Project Change Form) (Can/UK/Aus)
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Use cases for this template
Cold-Chain Pivot at Riverbend County Health
The Challenge
When a freezer recall imperiled Riverbend County Health Office's vaccine rollout with vendor Cityworks Partners mid-contract, the program lead faced expiring inventory, clinic closures in rural areas, and a board meeting in 48 hours demanding a defensible change request with clear cost and schedule impacts.
The Solution
The team used the Schedule F addendum to formalize a Project Change Request for new units, transport revisions, and overtime staffing, and relied on Proposal Kit's document assembly to generate the addendum while using the AI Writer to craft a public health impact report, a logistics mitigation plan, and a funding update memo for stakeholders.
The Implementation
Cityworks compiled field data and quotes, then used Proposal Kit's automated line-item quoting to price replacement equipment, dry ice, and courier shifts for Addendum B; the AI Writer produced a concise board briefing and grant amendment narrative, and document assembly output a clean package with the signed change form, financial tables, and a revised timeline.
The Outcome
The board approved the change within a day, clinics stayed open, wastage fell below 1%, and the agency secured a bridge grant using the Proposal Kit-generated memo and report to demonstrate an audit-ready rationale for the additional spend and the adjusted delivery milestones.
Fiber Reroute for Blue Mesa Connectivity
The Challenge
PrairieNet Communications hit an unanticipated habitat constraint two weeks into trenching for the Blue Mesa Connectivity Project, and the discovery forced an immediate route change that threatened permits, community expectations, and a quarter's worth of construction windows.
The Solution
PrairieNet and the fictional National Connectivity Agency activated the Schedule F addendum to capture the reroute scope, environmental survey tasks, and a staged cutover; using Proposal Kit, they assembled the addendum and used the AI Writer to draft a stakeholder letter, a reroute feasibility study, and a schedule recovery plan.
The Implementation
Engineers mapped alternatives and plugged material and subcontractor deltas into the Proposal Kit's line-item quoting, which rolled up to a transparent budget variance for Addendum B; the AI Writer produced a concise Q&A sheet for town halls and a risk register update, packaged with the addendum via document assembly for rapid approval.
The Outcome
The agency approved the reroute in three days, permits were maintained, the community received clear explanations ahead of construction, and PrairieNet delivered the network on the revised date with controlled cost growth and no additional environmental findings.
Feature Pivot in Helios Robotics' Warehouse Retrofit
The Challenge
Halfway through automating Mercury Logistics' western hub, Helios Robotics was asked to integrate vision-based pallet scanning after a competitor's demo raised expectations, risking scope creep, missed peak-season targets, and disputes over who funds new sensors and training.
The Solution
The parties invoked the Schedule F addendum to define the added deliverables, testing criteria, and training workshops; Proposal Kit's document assembly produced the addendum, while the AI Writer created a market rationale brief, a technician training outline, and an operational readiness report to support the approval.
The Implementation
Helios itemized cameras, lighting, calibration jigs, QA time, and operator coaching in Proposal Kit's line-item quoting to build a precise Addendum B budget and a two-sprint schedule impact; the AI Writer generated executive summaries and a phased rollout plan, bundled with the addendum for a clean internal review path.
The Outcome
Mercury approved the scoped upgrade with shared funding, scanning accuracy hit 99.2% before peak season, operator ramp-up times fell by 30%, and the project closed on the revised timeline with documented benefits that informed the next warehouse expansion.
Abstract
This Schedule F contract addendum functions as a concise, binding change mechanism attached to an existing agreement. It adds two integrated parts: a Project Change Request (Addendum A) and a Financial and Schedule Impact summary (Addendum B). Together, these provisions define how parties create, examine, and adopt modifications to scope, timeline, and budget in accordance with applicable law, regulations, and established contract terms. Authorized representatives for each organization affirm their authority to sign and bind their principals, ensuring clarity of responsibility and implementation.
In practice, this addendum supports projects across the private sector and government. Agencies, departments, and offices in the executive branch, as well as local authorities, often require a formal change request to comply with legislation, executive orders, and administrative rules. The responsible director or other authority may determine eligibility, decide on approval at discretion, and require the applicant to submit data and evidence that quantify schedule changes, total amount adjustments, and fees. This process improves transparency, helps maintain balance between obligations and resources, and reduces claims and litigation risk by documenting exceptions and limits in a clear, defined manner.
Use cases span public health and health care programs, quality education initiatives, climate change and energy projects, fisheries and wildlife management, land and property development, and technology research. When national priorities shift-due to new domestic policy, funding, or a grant- this addendum enables organizations to implement measures quickly while protecting the interests of citizens, communities, and the American people. It supports economic development, jobs, and markets in urban and rural areas alike by aligning investments and programs with available budgets and timelines.
Addendum A captures the nature of the change, its relation to the original work, and expected contributions. Addendum B details financial impact, funding sources, budget revisions, and schedule impact, including the availability of resources and defined milestones. Parties can adopt the change in a manner that respects existing duties, supports full implementation, and maintains quality. With a documented process to address changes, organizations can comply with relevant mandates and proceed with confidence.
Proposal Kit helps teams prepare these materials efficiently using document assembly, automated line-item quoting, an AI Writer to build supporting documents like an overview or letter, and an extensive template library. Its ease of use supports fast, consistent preparation for agencies, corporations, and partnerships managing change across sectors.
Beyond defining a scoped change process, this addendum serves as governance that many organizations in America expect when priorities shift. In the federal government and the private sector, leadership needs a clear definition of what constitutes a change, who can approve it, and to what extent it may alter scope, schedule, or total cost. The structure helps agencies, departments, and offices align with a mandate issued by an executive order or other forms of administrative guidance, while maintaining respect for legal principles rooted in the Constitution and the rule of law. Formalizing authority and responsibilities allows a representative to act on behalf of the organization, lead reviews, and secure approvals without ambiguity.
Public programs subject to national agendas often involve human health, reproductive health, the environment, and education. Federal employees and federal workers, presidential personnel, and contractors must document changes that may influence access to services for women, children, youth, permanent resident populations, or refugees. Institutions operating with international partners and nations, including United Nations initiatives, recognize the importance of clear change control to prevent discrimination, exploitation, or waste and to protect human beings in vulnerable circumstances. In competitive markets, this discipline also supports prosperity by helping investments contribute to gross domestic product growth through efficient production and lower consumption of scarce resources.
Operationally, Addendum A should record the subject, target, scale, and factors that drive the request, while Addendum B addresses budget impacts, paid items, and any imposed limits on the timeline. Whether a change touches one milestone or two-thirds of the schedule, decision makers can assess eligibility, identify risks, and decide the position to take. Approved changes are incorporated in a manner that respects employment terms, members' commitments, and the ability of teams to conduct valuable work.
Attorneys may assist with language, amendment references, and title conventions; a designated contact and appointment of a responsible director help answer questions and manage the process. This approach can trump ad hoc emails, reduce fear of missed steps, and create an audit-ready record accepted across segments of government, corporations, and partnerships. It does not prohibit adaptation; rather, it channels efforts to achieve results, obtain resources, and pass reviews under time pressure, scale, and competition-for example, when a country seeks to invest in critical infrastructure or technology and must serve millions quickly.
Proposal Kit supports this undertaking by simplifying document assembly for the addendum, automating line-item quoting for financial impacts, and using an AI Writer to build supporting documents such as a declaration, pledge, overview, or letter. Its extensive template library and ease of use help agencies and corporations implement strategies faster while maintaining clarity, consistency, and compliance-ready documentation.
Another major concern the addendum addresses is scope creep that can exert a significant influence on delivery and benefits realization. Leaders should give particular attention to first-generation entrepreneurs, small vendors, and community partners who may be new to formal change control. As White House priorities evolve, each department and office needs a clear plan for adoption so an agency can align its agenda without disrupting ongoing work. The addendum clarifies who may request a change, which persons are eligible to submit, and how decisions are made regarding the future impact on cost, schedule, and outcomes.
Well-governed change limits risk while accommodating permit requirements, trade rules, or other constraints that society expects. When a request is denied, the record preserves knowledge and shows a fair path consistent with the values of democracy and justice. The framework supports the birth of new project topics while reinforcing commitment to safe, efficient operation. Over time, developed checklists and partnership practices reduce concerns and speed approvals even as a president or candidates signal new directions.
In day-to-day life, documented change authority provides the power to act quickly, keep contracts compliant, and protect eligibility for funding. It improves audit trails across segments, from public safety and violence prevention programs to workforce initiatives. Teams can pursue ambitious goals while staying within defined limits-for example, to specifically acquire equipment, re-phase a half-year milestone, or rebalance resources during a funding cycle. This disciplined pursuit helps organizations convert ambitions into measurable results for the next generation of stakeholders.
How to write my Schedule F (Project Change Form) (Can/UK/Aus) document - The Narrative
SCHEDULE F
CONTRACT ADDENDUM
THIS AGREEMENT is made this Current Day day of Current Month, Current Year by and between Company Name ("Company") and Company Name ("Customer").
The following requirements are made and are to be included as a part of the attached contract:
ADDENDUM A
Project Change Request Information Here.
ADDENDUM B
Financial Impact and Schedule Impact Information Here.
Each party represents and warrants that, on the date first written above, they are authorized to enter into this Agreement in entirety and duly bind their respective principals by their signature below:

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Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
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Proposal Kit, Inc. makes no warranty and accepts no responsibility for the suitability of any materials to the licensee's business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for the results obtained. The information included is not legal advice. Names in use cases have been fictionalized. Your use of the contract template and any purchased packages constitutes acceptance and understanding of these disclaimers and terms and conditions.


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