When an acceptable submission is selected, the owner signs the document in triplicate, returning one copy to the engineer and one to the architect, thus forming the agreement between owner and geotechnical engineer. Part B naturally follows after selection of the general conditions because insurance and bonding information is dependent upon the type of general conditions chosen. In all cases, these provisions are provided because they deal with circumstances that are not typically included in other AIA standard form owner/architect agreements. The form provides space for the signatures of the owner, architect and contractor, and for a complete description of the change. Industry feedback confirmed that certain aspects of construction, such as ordering of long lead items, demolition, site work, foundations, etc., commence during the Preconstruction Phase, before the Owner issues the full notice to proceed. endstream endobj 55 0 obj <>>>/Filter/Standard/Length 128/O(Y,. AIA Documents G7021992, Application and Certificate for Payment, and G7031992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. B2022009 is a scope of services document only and may not be used as a stand-alone owner/architect agreement. B1612002 (formerly B611INT2002), Standard Form of Agreement Between Client and Consultant for use where the Project is located outside the United States NOTE: A5111999 expired in 2009. NOTE: G701S1992 is not available in print, but is available in AIA Contract Documents software and from AIA Documents on Demand. A133-2009 replaces AIA Document A121CMc -2003 (expired May 31, 2010). G6122001, Owners Instructions to the Architect Specific instructions or special requirements, such as the amount and type of bonding, are to be attached to, or inserted into, A701. All of the CMa documents contemplate the establishment of a single capital Substantial capital Completion date and the issuance of a single Certificate of Substantial Completion for the entire Project; however, they acknowledge that the work of each of the Contractors may be substantially complete at different times during the Project. AIA Document B2212014 is a Service Order that provides the Architects scope of services, and other terms pertinent to the specific Service Order. B1712013, Standard Form of Agreement Between Owner and Design Manager for use in a Multiple Project Program B121-2014 provides only the common terms and conditions that will be applicable to each Service Order. NOTE: A275ID2003 expired in 2009. AIA Document G8082001 is used for recording information about approvals and zoning and building code issues gathered in the course of providing professional services. AIA Document A1332009 SP is based on AIA Document A1332009, Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price, with modifications that address the risks, responsibilities and opportunities unique to projects involving substantial elements of sustainable design and construction (sustainable projects). The contractor prepares a list of items to be completed or corrected, and the architect verifies and amends this list. Coordinated with AIA Document A201, General Conditions of the Contract for Construction, and its related documents, AIA Document A7011997 provides instructions on procedures, including bonding requirements, for bidders to follow in preparing and submitting their bids. B1012007 SP also includes a new scope of services section that sets forth services unique to sustainable projects. AIA Document G704DB2004 expires on December 31, 2015, and is replaced AIA Document G7442014. Building Excellence for Massachusetts. A1012007, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum AIA A133, or some abbreviated reference thereof, shall mean the AIA Document A133-2009 Standard Form of Agreement Between Owner and Construction Manager as Constructor, SCOSE Edition. AIA Document A2012007 is adopted by reference in owner/architect, owner/contractor, and contractor/subcontractor agreements in the Conventional (A201) family of documents; thus, it is often called the keystone document. This form is used to obtain price quotations required in the negotiation of change orders. It is intended for use when the Consultants scope of services will subsequently be specified through the use of one or more Service Orders. bookstore@aia.org, Where construction manager is the constructor, Cost Plus with guaranteed maximum price (GMT). A134-2019, on the other hand, contains an entirely new section that allows the parties to establish in the Agreement itself a date for Substantial Completion. AIA Document G7121972 can also serve as a permanent record of the chronology of the submittal process. Prior to entering into this agreement, any person or entity that wishes to act as the design-builder should consult with its legal counsel and insurance advisers. B153 was renumbered in 2007 and modified to align, as applicable, with AIA Documents B1012007. A133-2019 Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price. A1342009 SP is based on AIA Document A1342009, Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee without a Guaranteed Maximum Price, with modifications that address the risks, responsibilities and opportunities unique to projects involving substantial elements of sustainable design and construction (sustainable projects). Terms such as schedule, compensation, retention, indemnification, and dispute resolution, among others, can be added by the parties, if desired. The forms require the contractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. It is intended for use when the Owner and Contractor have entered into a Master Agreement setting forth the common terms and conditions applicable to all Work Orders. B1322009 (formerly B141CMa1992), Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition It is intended to assist the architect in performing its obligations as interpreter of the contract documents in accordance with the owner/architect agreement and the general conditions of the contract for construction. A1412004, Agreement Between Owner and Design-Builder. G7052001 (formerly G8052001), List of Subcontractors B1072010 (formerly B1881996), Standard Form of Agreement Between Developer-Builder and Architect for Prototype(s) for Single Family Residential Project. AIA Document A1322009 is a standard form of agreement between owner and contractor for use on projects where the basis of payment is either a stipulated sum (fixed price) or cost of the work plus a fee, with or without a guaranteed maximum price. G8102001, Transmittal Letter Under prior versions of A134, the parties had no contractual obligation to address Substantial Completion until the CM submitted the control estimate to the Owner and there was no mention of Substantial Completion. Because there is not an architect to certify substantial completion, AIA Document G7442014 requires the owner to inspect the project to determine whether the work is substantially complete in accordance with the design-build documents and to identify the date when it occurs. The specific services the consultant is required to perform are set forth within the document as well as the Integrated Scope of Services Matrix, which is part of the C1952008 Target Cost Amendment. C4012007 SP, Standard Form of Agreement Between Architect and Consultant, for use on a Sustainable Project The document provides a choice between two methods of joint venture operation. Modifications to G7021992 are shown as tracked changes revisionsthat is, additional material is underlined; deleted material is crossed out. C4222014 is not a stand-alone agreement and must be used in conjunction with a Master Agreement. AIA Contract Documents are divided into six alphanumeric series by document use or purpose. The order of the parts follows the projects chronological sequence to match the points in time when the information will be needed. NOTE: B621INT2002 expired in 2009. NOTE: B611INT2002 expired in 2009. See the list of AIA Contract Documents by Family for information about document availability in ACD5, in paper, and from AIA Documents on Demand. AIA Document G7052001 is a form for listing subcontractors and others proposed to be employed on a project as required by the bidding documents. A133-2019 is drafted to be used in conjunction with a new Insurance and Bonds Exhibit (Exhibit B) which is a critical part of the agreement, and should be discussed with legal and insurance counsel. A1452015 is a streamlined document developed to meet the needs of residential owners and design-builders. A101 adopts by reference, and is designed for use with, AIA Document A2012007, General Conditions of the Contract for Construction. AIA Document B1722013 may also, with some modifications, be appropriate for use in other circumstances where an architect is asked to prepare construction documents based on the preliminary design work of another, and to provide related bidding and contract administration services for a project. C1952008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery Now, A.2.3.2 provides fill-ins for Substantial Completion of certain phases of the Project (taking place prior to the Substantial Completion date of the entire Work). It establishes the requirements for model content at five levels of development, and the authorized uses of the model content at each level of development. A5332009 (formerly A511CMa1993), Guide for Supplementary Conditions, Construction Manager as Adviser Edition AIA Document B1322009 SP is a standard form of agreement between owner and architect for use on sustainable projects where construction management services are to be provided under a separate contract with the owner. See Joel Lewin & Eric Eisenberg, 57 Mass. It allows the owner to tailor the proposal request to address the specific needs of the project. The programming services also include information gathering to develop performance and design criteria, and developing a final program of project requirements. The 2019 Construction Management documents continue to provide Owners with two options, which can be used independently or in concert with each other, for delivery of construction management services. A121-2014 is coordinated for use with AIA Document A2212014, Work Order for use with Master Agreement Between Owner and Contractor. AIA Document C4412014 is suitable for use with all types of consultants, including consulting architects and may be used with a variety of compensation methods. Those agreements provide primarily only business terms and rely upon A2952008 for the architects services, the contractors pre-construction services, and the conditions of construction. Upon the owners acceptance of the proposal by execution of the Guaranteed Maximum Price Amendment (Exhibit A), the construction manager becomes contractually bound to provide labor and materials for the project and to complete construction at or below the guaranteed maximum price. Across the entire suite of the CMa documents (i.e., C132-2019 (the Owner-CMa Agreement), B132-2019 (the Owner-Architect Agreement), A132-2019 (the Owner-Contractor Agreement), and A232-2019 (the General Conditions for the Owner-Contractor Agreement) and G-series CMa forms, the concept of Substantial Completion has been clarified. Use of A121 plus a Work order creates a contract that includes both the terms and the scope of Work. AIA Document A1512007 adopts by reference and is intended for use with AIA Document A2512007, General Conditions of the Contract for Furniture, Furnishings and Equipment. The Master Agreement plus Work Order contracting method allows multiple scopes of Work to be issued quickly without the necessity to renegotiate the terms and conditions of the Contract. C1322009 SP is not coordinated with, and should not be used with, documents where the construction manager acts as the constructor for the project, such as AIA Documents A1332009 SP or A1342009 SP. Users should exercise independent judgment and may require the advice of legal counsel on deciding which documents are appropriate for a particular project. Thereafter, the Construction Manager constructs the Project on a Cost of the Work Plus a Fee basis, either with or without a Guaranteed Maximum Price, and the Architect provides Contract administration services during the construction phase. Each contractor submits separate AIA Documents G7322009 and G7031992, payment application forms, to the construction manager-adviser, who collects and compiles them to complete G7362009. It may be used on projects with a stipulated sum; cost of the work plus a fee, with or without a guaranteed maximum price; or other payment method determined by the parties. C106 allows one party to (1) grant another party a limited non-exclusive license to use digital data on a specific project, (2) set forth procedures for transmitting the digital data, and (3) place restrictions on the license granted. B2072008 (formerly B3522000), Standard Form of Architects Services: On-Site Project Representation One clause that may frequently be overlooked is the Waiver of Subrogation provision. If the architect is providing construction phase services, B1062010 is intended to be used in conjunction with AIA Document A2012007, General Conditions of the Contract for Construction, which it incorporates by reference. AIA Document B1022007 replaces and serves the same purpose as B1411997 Part 1 (expired 2009). AIA Document B2072008 is a scope of services document only and may not be used as a stand-alone owner/architect agreement. C1992010 is intended to be a flexible document. A1332009 SP, Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price, for use on a Sustainable Project AIA Document B1532007 divides the architects services into six phases: programming, schematic design, design development, contract documents, quotation, and FF&E contract administration. AIA Document A1512007 is intended for use as the contract between owner and vendor for furniture, furnishings and equipment (FF&E) where the basis of payment is a stipulated sum (fixed price) agreed to at the time of contracting. AIA Document A7512007 provides (1) the Invitation for Quotation for Furniture, Furnishings and Equipment (FF&E) and (2) Instructions for Quotation for Furniture, Furnishings and Equipment. D2001995, Project Checklist B252 was revised in 2007 to align, as applicable, with AIA Document B1012007. AIA Document G8062001 is an administrative form intended to help maintain a single standard list of project parameters including project objectives, owners program, project delivery method, legal parameters, and financial parameters. In addition to the contractor and the architect, a construction manager assists the owner in an advisory capacity during design and construction. G7142007, Construction Change Directive copyright violations of AIA Contract Documents, e-mail The American Institute of Architects' legal counsel, copyright@aia.org. B1012007 SP follows B1012007 in the division of services into Basic and Additional Services. G704DB2004, Acknowledgement of Substantial Completion of a Design-Build Project In response to feedback from some of the larger construction management firms across the country, the CMc Agreements now (1) allow the parties greater flexibility in crafting the CMcs scope for Preconstruction Phase services, (2) provide a greater role for the CMc in advising and making recommendations to the Owner and architect on proposed site use and improvements, constructability, and schedules, and selection of materials, building systems, and equipment during the Preconstruction Phase, (3) obligate the CMc to work collaboratively with the Owner and Architect to establish BIM and digital data protocols, consult with the Architect regarding design delegation services to be provided by the CMc in the Construction Phase, and furnish a Preconstruction services staffing plan, all during the Preconstruction Phase. The provisions contained in these Modifications shall supersede any conflicting provisions of the AIA Document. AIA Documents B1052007 and A1052007, Standard Form of Agreement Between Owner and Contractor for a Residential or Small Commercial Project, comprise the Small Projects family of documents. When the team manager enters into an agreement with the owner for the project, C102 terminates and the agreement between the team manager and team member, attached as Exhibit A, becomes effective. Like AIA Document A1412014, AIA Document A1422014 requires the parties to select the payment type from three choices: (1) Stipulated Sum, (2) Cost of the Work Plus Design-Builders Fee, and (3) Cost of the Work Plus Design-Builders Fee with a Guaranteed Maximum Price. B2022009, Standard Form of Architects Services: Programming B1332014, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition AIA Document G7142007 is a directive for changes in the Work for use where the owner and contractor have not reached an agreement on proposed changes in the contract sum or contract time. AIA Document B2012007 defines the architects traditional scope of services for design and construction contract administration in a standard form that the owner and architect can modify to suit the needs of the project. Its use can expedite payment and reduce the possibility of error. AIA Documents G7422015, Application and Certificate for Payment for a Design-Build Project, and G7432015, Continuation Sheet for a Design-Build Project, provide convenient and complete forms on which the design-builder can apply for payment and the owner can certify the amount due. AIA Document B1052007 is a standard form of agreement between owner and architect intended for use on a residential or small commercial project that is modest in size and brief in duration. $Z2012H?w J There could be one, or multiple, team members. 0 AIA Document A2322009 sets forth the rights, responsibilities, and relationships of the owner, contractor, construction manager and architect. B102 does not include a scope of architects services, which must be inserted in Article 1 or attached as an exhibit. The SPE may also enter into agreements with non-member design consultants, specialty trade contractors, vendors and suppliers. Additionally, a fixed price contract may actually best serve the developer's interests and needs, in which case an A101 . The construction manager provides the owner with a guaranteed maximum price proposal, which the owner may accept, reject, or negotiate. NOTE: A121CMc-2003 expired in 2010. NOTE: A1142001 expired in 2009. In such event, it is normal for the contractor to submit AIA Documents G7061994 and G706A1994 along with attached releases or waivers of liens for the contractor, all subcontractors, and others who may have lien rights against the owners property. AIA Document A1012007 SP is a standard form of agreement between owner and contractor for use on sustainable projects where the basis of payment is a stipulated sum (fixed price). Understand your clients strategies and the most pressing issues they are facing. It may be used on projects with a stipulated sum; cost of the work plus a fee, with or without a guaranteed maximum price; or other payment method determined by the parties. Corporate tips: Are QR codes problematic from a Privacy Law standpoint? AIA Document C1952008 provides the framework for a collaborative environment in which the company operates in furtherance of cost and performance goals that the members jointly establish. 4 1.1.9 The persons or entities, in addition to the Owner's representative, who are required to review the Construction Similar to AIA Document A1332009 SP, A1342009 SP is intended for use when the owner seeks a construction manager who will take on responsibility for providing the means and methods of construction of a sustainable project. B209 was revised in 2007 to align, as applicable, with AIA Document B1012007. AIA Document B1522007 divides the architects services into eight phases: programming, pre-lease analysis and feasibility, schematic design, design development, contract documents, bidding and quotation, construction contract administration, and FF&E contract administration. AIA Document G703S1992 modifies AIA Document G7031992 for use by subcontractors. At a time to be mutually agreed upon by the Owner and the Construction Manager, and in consultation with the Architect, the Construction Manager prepares a Guaranteed Maximum Price proposal or Control Estimate, as applicable, for the Owners review and acceptance. It is intended that the joint venture, once established, will enter into an agreement with the owner to provide professional services. The lowercase substantial completion date applicable to each Contractors Work is established in the A132-2019 Owner-Contractor Agreement. With both documents, the AIA opted for straightforward fill-in-the-blanks, as opposed to the previous open-ended approach. In conjunction with the updated 2019 CM documents, the AIA publishes two supplementary guides (A503 for CMc and A533 for CMa) on its website to aid practitioners with issues that are not addressed in the standard documents, but might be relevant to a particular CM project. B1092010 is based on AIA Document B1032007, Standard Form of Agreement Between Owner and Architect for a Large or Complex Project. AIA Document G701S2001 modifies AIA Document G7012001 for use by subcontractors. AIA Document B144ARCH-CM1993 is an amendment to AIA Document B1411997 for use in circumstances where the architect, already under contract to perform architectural services for the owner, agrees to provide the owner with a package of construction management services to expand upon, blend with, and supplement the architects design and construction contract administration services described in AIA Document B1411997. AIA Document C1912009 provides the framework for a collaborative environment in which the parties operate in furtherance of cost and performance goals that the parties jointly establish. NOTE: AIA Document B1422004 expires on December 31, 2015. It is important to recognize that a design-builder assumes responsibility and liability for both the design services and construction work. B2102007 is a scope of services document only and may not be used as a stand-alone owner/architect agreement. The form allows tracking by bidder of documents issued, deposits received, and documents and deposits returned. AIA Document A2512007 sets forth the duties of the owner, architect and vendor, just as AIA Document A2012007, General Conditions of the Contract for Construction, does for building construction projects. It provides space for the signatures of the owner, contractor, construction manager adviser, and architect, and for a complete description of the change. AIA Document B2032007 may be used in two ways: (1) incorporated into the owner/architect agreement as the architects sole scope of services or in conjunction with other scope of services documents, or (2) attached to AIA Document G8022007, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. It provides model language with explanatory notes to assist users in adapting AIA Document A2012007 to specific circumstances. B1092010, as a standard form document, cannot address all of the unique risks of condominium construction. NOTE: B141CMa1992 expired in 2010. Similar to AIA Document A5032007, AIA Document A5332009 is a guide for amending or supplementing the general conditions document, AIA Document A2322009. The owner should consult local authorities or an attorney to verify requirements applicable to this agreement. AIA Document B2112007 requires that the architect, based on the owners identification of systems to be commissioned, develop a commissioning plan, a design intent document, and commissioning specifications. AIA Document B2042007 establishes duties and responsibilities when the owner has employed a Value Analysis Consultant. AIA Document B1612002 is designed to assist U.S. architects involved in projects based in foreign countries, where the U.S. architect is hired on a consulting basis for design services and the owner will retain a local architect in the foreign country. AIA Document A133-2009 is coordinated for use with AIA Documents A201-2007, General Conditions of the Contract for Construction, and B103-2007, Standard Form of Agreement Between Owner and Architect for a Large or Complex Project. AIA Document A5212012, Uniform Location of Subject Matter Under some circumstances, B3051993 may be attached to the owner/architect agreement to showfor example, the team of professionals and consultants expected to be employed on the project. NOTE: A3102010 replaces A3101970 (expired December 2011). Use of B121 plus a Service Order creates a contract, referred to as the Service Agreement, that includes both the terms and the scope of services. A1212014, Standard Form of Master Agreement Between Owner and Contractor where Work is provided under multiple Work Orders Like with the Owner-CMc Agreements (A133-2019 and A134-2019), the AIA updated the Owner-Architect Agreement (B133-2019) under a CMc delivery method, for consistency with the 2017 Owner-Architect Agreements. The conflict resolution process is intended to foster quick and effective resolution of problems as they arise. Under this scope, the architects services may include analysis of the owners program and alternative sites, site utilization studies, and other analysis, such as planning and zoning requirements, site context, historic resources, utilities, environmental impact, and parking and circulation. AIA Document A133-2009 is coordinated for use with AIA Documents A201-2007, General Conditions of the Contract for Construction, and B133-2014, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition. G7442014, Certificate of Substantial Completion for a Design-Build Project B1032007 SP assumes that the owner will retain third parties to provide cost estimates and project schedules, and may implement fast-track, phased or accelerated scheduling. This integrated set of documents is appropriate for use on projects where the program manager only serves in the capacity of an adviser to the owner. These two documents define the owners requirements for a vendor to provide a complete quotation for the work. AIA Document A4012007 SP, Standard Form of Agreement Between Contractor and Subcontractor, for use on a Sustainable Project, establishes the contractual relationship between the contractor and subcontractor on a sustainable project. C1322009 SP is based on AIA Document C1322009, Standard Form of Agreement Between Owner and Construction Manager as Adviser, with modifications that address the risks, responsibilities and opportunities unique to projects involving substantial elements of sustainable design and construction (sustainable projects). Transaction Structuring - Asset Deal v. 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