SOW versus MSA change request flow

Published Jun 16, 2024 • Updated May 1, 2026

Overview

Scope creep erodes margin—differentiate MSA backbone from SOW deliverables.

Triggers

New site, major app, compliance regime change = new SOW or CR appendix not verbal okay.

Flow

Engineer flags -> AM drafts CR -> legal optional threshold by $ -> client sign -> PSA project spawn.

Training

Technicians empowered to say “happy to help—needs CR” template language polite.

Tracking

CR backlog reviewed monthly; stale unsigned >45 days escalated.

Archive

Completed CR PDFs chained to original SOW folder.

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