List: Document Synopses by Series

AIA Contract Documents are divided into six alphanumeric series by document use or purpose:

A Series: Owner/Contractor agreements

B Series: Owner/Architect agreements

C Series: Other agreements

D Series: Miscellaneous documents

E Series: Exhibits

G Series: Contract Administration and Project Management Forms

Note: Users should exercise independent judgment and may require the advice of legal counsel on deciding which documents are appropriate for a particular project.

 

A Series: Owner/Contractor agreements

A101®-2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum

AIA Document A101-2017 is a standard form of agreement between owner and contractor for use where the basis of payment is a stipulated sum or fixed price. A101 adopts by reference, and is designed for use with, AIA Document A201-2017, General Conditions of the Contract for Construction. In addition, A101 is drafted to be used in conjunction with the A101-2017, Exhibit A, Insurance and Bonds. This insurance and bonds exhibit is a critical part of the owner/contractor agreement and should be discussed with legal and insurance counsel. A101 is suitable for large or complex projects.

For projects of a more limited scope, use of AIA Document A104-2017, Agreement Between Owner and Contractor for a Project of Limited Scope, should be considered. For even smaller projects, consider AIA Document A105-2017, Agreement Between Owner and Contractor for a Residential or Small Commercial Project. 

A102™-2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price

This standard form of agreement between owner and contractor is appropriate for use on large projects requiring a guaranteed maximum price, when the basis of payment to the contractor is the cost of the work plus a fee. AIA Document A102-2017 adopts by reference and is intended for use with AIA Document A201-2017, General Conditions of the Contract for Construction. In addition, A102 is drafted to be used in conjunction with the A102-2017, Exhibit A, Insurance and Bonds. This insurance and bonds exhibit is a critical part of the owner/contractor agreement and should be discussed with legal and insurance counsel.

A103™-2017, Standard Form of Agreement Between Owner and Contractor where the basis of payment is the Cost of the Work Plus a Fee without a Guaranteed Maximum Price

AIA Document A103-2017 is appropriate for use on large projects when the basis of payment to the contractor is the cost of the work plus a fee, and the cost is not fully known at the commencement of construction. A103-2017 is not intended for use in competitive bidding. AIA Document A103-2017 adopts by reference and is intended for use with A201-2017, General Conditions of the Contract for Construction. In addition, A103 is drafted to be used in conjunction with the A103-2017, Exhibit A, Insurance and Bonds. This insurance and bonds exhibit is a critical part of the owner/contractor agreement and should be discussed with legal and insurance counsel.

A104™-2017, Standard Abbreviated Form of Agreement Between Owner and Contractor 

AIA Document A104-2017 is a stand-alone agreement with its own internal general conditions and is intended for use on construction projects of limited scope and complexity. A104-2017 replaces AIA Document A107-2007, Standard Form of Agreement Between Owner and Contractor for a Project of Limited Scope. It may be used for projects where payment is based on either a stipulated sum or the cost of the work plus a fee, with or without a guaranteed maximum price. Parties using A104-2017 will also use A104 Exhibit A, Determination of the Cost of the Work, if using a cost-plus payment method. AIA Document B104-2017, Standard Abbreviated Form of Agreement Between Owner and Architect, coordinates with A104-2017 and incorporates it by reference. 

A105™-2017, Standard Short Form of Agreement Between Owner and Contractor

AIA Document A105-2017 is a stand-alone agreement with its own general conditions. A105-2017 is for use on a project that is modest in size and brief in duration, and where payment to the contractor is based on a stipulated sum (fixed price). For larger and more complex projects, other owner/contractor agreements are more suitable. A105-2017 replaces document A105-2007.

A110™-2021, Standard Form of Agreement Between Owner and Contractor for a Custom Residential Project

AIA Document A110–2021 is a stand-alone agreement with its own internal general conditions and is intended for use on custom residential construction projects. A110 may be used for custom residential projects where payment is based on either a stipulated sum or the cost of the work plus a fee, with or without a guaranteed maximum price. Parties using AIA Document A110–2021 will also use A110 Exhibit A, Determination of the Cost of the Work, if using a cost-plus payment method.

A111™-2021, Standard Form of Agreement Between Owner and Home Builder for Construction of a Single Family Home

AIA Document A111–2021 is intended to be used for a single family residential project when the owner hires a home builder to perform the construction. A111 assumes that the drawings, specifications, and any other documents necessary for construction of the project, are procured and provided by either the owner or the home builder. A111 does not include design phases or construction administration services provided by a third-party architect.  A111 is a streamlined document developed to meet the needs of residential owners and home builders for a relatively straightforward home construction project.  A11 is not intended to be used for remodeling or renovation projects.

 

For residential projects where a home builder will provide both design services and construction, parties may wish to use AIA Document A112™–2021, Agreement Between Owner and Home Builder for Design and Construction of a Single Family Home. 

The contractual and licensing requirements for construction of a single family home may vary in different jurisdictions. The owner and home builder should consult local authorities or an attorney to verify requirements applicable to this agreement. The agreement contains fill points to provide information related to jurisdictional requirements.

 

A112™-2021, Standard Short Form of Agreement Between Owner and Contractor

AIA Document A112–2021 is intended to be used for a single family residential project when the owner hires a home builder to provide design services and construction. A112 consists of the Agreement portion and Exhibit A, a Construction Phase Amendment that is executed when the owner and home builder have agreed on the Contract Sum. A112–2021 is a streamlined document developed to meet the needs of residential owners and home builders. For residential projects where a home builder will provide construction only, parties may wish to use AIA Document A111™–2021, Agreement Between Owner and Home Builder for Construction of a Single Family Home.

It is important to recognize that the home builder assumes responsibility and liability for both the design services and construction work. Prior to entering into this agreement, the home builder should consult with its legal counsel and insurance advisers. Some states may restrict or prohibit a single entity from providing both design and construction services under statutes that regulate architectural registration, contractor licensing, or incorporation of professionals. 

The contractual and licensing requirements for construction of a single family home may vary in different jurisdictions. The owner and home builder should consult local authorities or an attorney to verify requirements applicable to this agreement. The agreement contains fill points to provide information related to jurisdictional requirements.

A113™-2022, Standard Form of Agreement Between Owner and Contractor for Remodel of a Single Family Home

Document A113™–2022 is an owner/contractor agreement that is intended to be used for a single family residential remodeling project. A113 does not include design phases or construction administration services provided by a third-party architect.  A113 is a streamlined document developed to meet the needs of residential owners and contractors for a relatively straightforward home remodeling project, such as a kitchen or bathroom remodel. 

The contractual and licensing requirements for construction of a single family home may vary in different jurisdictions. The owner and home builder should consult local authorities or an attorney to verify requirements applicable to this agreement. The agreement contains fill points to provide information related to jurisdictional requirements.

A121™-2018, Standard Form of Master Agreement Between Owner and Contractor where Work is provided under multiple Work Orders

AIA Document A121-2018 is a master agreement between the owner and contractor. It is intended for use when the contractor’s scope of work will subsequently be specified through the use of one or more work orders. A121‐2018 provides only the common terms and conditions that will be applicable to each work order. Use of A121 plus a work order creates a contract that includes both the terms and the scope of work. A121‐2018 is coordinated for use with AIA Document A221-2018, Work Order for use with Master Agreement Between Owner and Contractor. 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. 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. If using a cost‐plus payment method, the parties will also use A121 Exhibit A, Determination of the Cost of the Work.

A132™-2019, Standard Form of Agreement Between Owner and Contractor, Construction Manager as Adviser Edition

AIA Document A132-2019 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. In addition to the contractor and the architect, a construction manager assists the owner in an advisory capacity during design and construction. Typically, there will be more than one prime contractor on these types of projects. The document has been prepared for use with A232-2019, General Conditions of the Contract for Construction, Construction Manager as Adviser Edition; B132-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition; and C132-2019, Standard Form of Agreement Between Owner and Construction Manager as Adviser. This integrated set of documents is appropriate for use on projects where the construction manager only serves in the capacity of an adviser to the owner, rather than as constructor.

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

AIA Document A133-2019 is intended for use on projects where a construction manager, in addition to serving as adviser to the owner during the preconstruction phase, also provides construction of the project with a guaranteed maximum price. The construction manager provides the owner with a guaranteed maximum price proposal, which the owner may accept, reject, or negotiate. Upon the owner’s 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. The document divides the construction manager’s services into two phases: the preconstruction phase and the construction phase, portions of which may proceed concurrently in order to fast track the process. 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. AIA Document A133-2019 is coordinated for use with A201-2017, General Conditions of the Contract for Construction, and B133-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition.

A134™-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 without a Guarantee Maximum Price

Similar to A133-2019, AIA Document A134-2019 is intended for use where a construction manager, in addition to serving as adviser to the owner during the preconstruction phase, also provides construction of the project. However, in A134-2019 the construction manager does not provide a guaranteed maximum price (GMP). A134-2019 employs the cost‐plus‐a‐fee method, wherein the owner can monitor cost through periodic review of a control estimate that is revised as the project proceeds. The document divides the construction manager’s services into two phases: the preconstruction phase and the construction phase, portions of which may proceed concurrently in order to fast track the process. A134‐2019 is drafted to be used in conjunction with a new Insurance and Bonds Exhibit (Exhibit A) which is a critical part of the agreement, and should be discussed with legal and insurance counsel. A134-2019 is coordinated for use with AIA Documents A201-2017, General Conditions of the Contract for Construction, and B133-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition.

A141™-2014, Agreement Between Owner and Design‐Builder

AIA Document A141-2014 forms the nucleus of the contract for design-build between the owner and design-builder. The document consists of the agreement portion and Exhibit A, a design-build amendment that is executed when the owner and design-builder have agreed on the contract sum. Additionally, A141-2014 includes two exhibits, Exhibit B, Insurance and Bonds, and Exhibit C, Sustainable Projects. Design-build is a process in which the owner contracts directly with one entity to provide both the design and construction of the project. The design-builder may be a design-build entity, an architect, construction contractor, real estate developer, or any person or entity legally permitted to do business as a design-builder in the jurisdiction where the project is located. The design-builder’s organization may take a variety of legal forms, such as a sole proprietorship, a partnership, a joint venture, or a corporation. An architect or architectural firm choosing to function as a design-builder may directly contract to perform design-build services or, alternatively, may form a separate corporate entity or joint venture for design-build. In A141-2014, the owner provides a set of criteria establishing the requirements for the project. Thereafter, the design-builder will review the owner’s criteria, develop a preliminary design and then provide a proposal to the owner regarding the contract sum. Upon mutual agreement, the owner and design-builder will execute the design-build amendment to establish the contract sum and document the information upon which the contract sum is based. The design-build amendment also includes the determination for the cost of the work, if the contract sum is based on a cost of the work with or without a guaranteed maximum price.

A142™-2014, Agreement Between Design‐Builder and Contractor

AIA Document A142-2014, Standard Form of Agreement Between Design-Builder and Contractor consists of the agreement portion and four exhibits: Exhibit A, Terms and Conditions; Exhibit B, Insurance and Bonds; Exhibit C, Preconstruction Services; and Exhibit D, Determination of the Cost of the Work. A142-2014 obligates the contractor to perform the work in accordance with the contract document, which includes A142 with its attached exhibits, supplementary and other conditions, drawings, specifications, addenda, and modifications. Like A141-2014, AIA Document A142-2014 requires the parties to select the payment type from three choices: (1) stipulated sum, (2) cost of the work pus design-builder’s fee, and (3) cost of the work plus design-builder’s fee with a guaranteed maximum price.

A145™-2015, Standard Form of Agreement Between Owner and Design‐Builder for a One or Two Family Residential Project

AIA Document A145-2015 is intended to be used for a one or two family residential project and consists of the agreement portion and Exhibit A, a design-build amendment that is executed when the owner and design-builder have agreed on the contract sum. A145-2015 is a streamlined document developed to meet the needs of residential owners and design-builders. For commercial or multi-family design-build projects, AIA Document A141-2014, Agreement Between Owner and Design-Builder, is more appropriate. Design-build is a project delivery method in which the owner contracts directly with one entity to provide both the design and construction of the project. It is important to recognize that a design-builder assumes responsibility and liability for both the design services and construction work. 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. Some states may restrict or prohibit design-build practices under statutes that regulate architectural registration, contractor licensing, or incorporation of professionals. Additionally, federal, state or local law may impose specific requirements on contracts for residential construction. The requirements for single family and two family projects may be different. The owner should consult local authorities or an attorney to verify requirements applicable to this agreement. Although A145 shares some similarities with other documents in the AIA’s Design-Build family, but A145 is not coordinated for use with those documents, and should not be used in tandem without careful side-by-side comparison of contents.

A151™-2019, Standard Form of Agreement Between Owner and Vendor for Furniture, Furnishings, and Equipment (FF&E)

AIA Document A151-2019 is a stand-alone agreement intended for situations where a vendor will provide a large amount, or perhaps even all, of the furnishings, furniture, and equipment (FF&E) for a project. A151 is an agreement for the sale of goods and is governed by the law of the place where the project is located, including the jurisdiction’s Uniform Commercial Code as adopted. In A151, the vendor not only sells and delivers FF&E, it also is responsible for incidental onsite work such as placing, assembling, and installing the FF&E. A151 includes vendor insurance requirements and requires the vendor to coordinate its work with the work of others on the project. The owner is required to provide the vendor with access to the project, storage space, and areas to perform the work. In situations where the vendor will not perform onsite work, the parties should consider using AIA Document A152-2019, Purchase OrderA151-2019 replaces documents A151-2007 and A251-2007.

A152™-2019, Purchase Order

AIA Document A152-2019 is a purchase order agreement intended for situations where a purchaser will buy goods from a vendor. A152 is an agreement for the sale of goods and is governed by the law of the place where the project is located, including the jurisdiction’s Uniform Commercial Code as adopted. A152 can be used to buy nearly any kind of goods. In A152, the vendor is responsible for selling goods to the purchaser and, unless otherwise agreed, delivering the goods to the project site. A152 allows the parties to enter a description of the goods, identify the price and payment terms, and add delivery requirements. In situations where the vendor will perform onsite work, such as assembly or installation, the parties should use a different agreement, such as an owner/contractor agreement or A151-2019, Standard Form of Agreement Between Owner and Vendor for Furniture, Furnishings, and Equipment (FF&E), as appropriate. A152 is drafted to be used in conjunction with A152-2019, Exhibit A, Terms and Conditions.

A195™-2008, Standard Form of Agreement Between Owner and Contractor for Integrated Project Delivery

AIA Document A195-2008 is a standard form of agreement between owner and contractor for a project that utilizes integrated project delivery (IPD). A195-2008 primarily provides only the business terms and conditions unique to the agreement between the owner and contractor, such as compensation details and licensing of instruments of service. A195 does not include the specific scope of the contractor’s work; rather, it incorporates by reference A295-2008, General Conditions of the Contract for Integrated Project Delivery, which sets forth the contractor’s duties and obligations for each of the six phases of the project, along with the duties and obligations of the owner and architect. Under A195-2008, the contractor provides a guaranteed maximum price. For that purpose, the agreement includes a guaranteed maximum price amendment at Exhibit A.

A201®-2017, General Conditions of the Contract for Construction

The general conditions are an integral part of the contract for construction for a large project and they are incorporated by reference into the owner/contractor agreement. They set forth the rights, responsibilities, and relationships of the owner, contractor, and architect. Though not a party to the contract for construction between owner and contractor, the architect participates in the preparation of the contract documents and performs construction phase duties and responsibilities described in detail in the general conditions. AIA Document A201-2017 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.

A221™-2018, Work Order for use with Master Agreement Between Owner and Contractor

AIA Document A221-2018 is a work order that provides the contractor’s scope of work, contract time, contract sum, and other terms pertinent to the specific work order. 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. A221-2018 is not a stand‐alone agreement and must be used in conjunction with a master agreement. A221‐2018 is coordinated for use with AIA Document A121-2018, Master Agreement Between Owner and contractor. 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. 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. If using a cost‐plus payment method, the parties will also use A121 Exhibit A, Determination of the Cost of the Work.

A232™-2019, General Conditions of the Contract for Construction, Construction Manager as Adviser Edition

AIA Document A232-2019 sets forth the rights, responsibilities, and relationships of the owner, contractor, construction manager and architect. A232-2019 is adopted by reference in owner/architect, owner/contractor, and owner/construction manager agreements in the CMa family of documents. Under A232-2019, the construction manager serves as an independent adviser to the owner, who enters into multiple contracts with prime trade contractors. Caution: Do not use A232-2019 in combination with agreements where the construction manager takes on the role of constructor, such as in AIA Document A133™-2019 or A134™-2019.

A295™-2008, General Conditions of the Contract for Integrated Project Delivery

AIA Document A295-2008, provides the terms and conditions for A195-2008 Standard Form of Agreement Between Owner and Contractor for Integrated Project Delivery, and B195-2008, Standard Form of Agreement Between Owner and Architect for Integrated Project Delivery, both of which incorporate A295-2008 by reference. Those agreements provide primarily only business terms and rely upon A295-2008 for the architect’s services, the contractor’s preconstruction services, and the conditions of construction. A295 not only establishes the duties of the owner, architect and contractor, but also sets forth in detail how they will work together through each phase of the project: conceptualization, criteria design, detailed design, implementation document, construction, and closeout. A295 requires that the parties utilize building information modeling.

A305™-2020, Contractor’s Qualification Statement

AIA Document A305™–2020 replaces A305™-1986 and is a standard form contractor’s qualification statement. An owner preparing to request bids or to award a contract for a construction project often requires a means of verifying the background, references, and financial stability of any contractor being considered. Contractors can use A305 to provide a sworn, notarized statement and appropriate attachments and exhibits to elaborate on important aspects of the contractor’s qualifications. Also, while A305 is styled as a “contractor’s” qualification statement, it can be used by subcontractors and suppliers.   

A305 is a one-page document with five optional exhibits that the contractor can attach as needed. The five exhibits are as follows: 

Exhibit A – General Information

Exhibit B – Financial and Performance Information

Exhibit C – Project-Specific Information

Exhibit D – Past Project Experience 

Exhibit E – Past Project Experience (Continued)

A305 must be used with at least one of the exhibits above. In most instances, Exhibit A, General Information should be attached to A305 in order to supply the contractor’s most basic qualifications such as the contractor’s full legal name, legal status, and references. Exhibit B should be attached if the contractor intends to provide qualifications regarding its financial information and information about disputes or disciplinary actions to which the contractor is a party. Exhibit C should be attached if the contractor intends to provide qualifications it has that pertain to a specific project under consideration. Exhibits D and E should be attached as necessary to provide information about past projects that the contractor has completed. If the parties intend for any of the information contained in the A305 or its exhibits to be held confidential, they should execute a separate confidentiality agreement  

A310™-2010, Performance Bond and Payment Bond

AIA Document A310–2010, a simple, one‐page form, establishes the maximum penal amount that may be due to the owner if the selected bidder fails to execute the contract or fails to provide any required performance and payment bonds.

A312™-2010, Performance Bond and Payment Bond

AIA Document A312-2010 is a bond which covers the contractor’s performance. In addition, A312-2010 obligates the surety to act responsively to the owner’s requests for discussions aimed at anticipating or preventing a contractor’s default.

A313™-2020, Warranty Bond

AIA Document A313-2020 is an assurance by the Contractor and the Contractor’s Surety that the Contractor’s warranty obligations will be performed and completed in accordance with the terms of the Construction Contract. The Warranty Bond specifically does not extend to warranties provided by the Contractor’s suppliers and manufacturers.

The parties should note that Section 2 of the Warranty Bond sets forth the extent of the Bond’s coverage, which is equal to the Contractor’s warranty obligations set forth in the Construction Contract. The parties should carefully review the Contractor’s warranty obligations in the Construction Contract prior to executing the Bond. If the Contractor’s warranty obligations in the Construction Contract are non-standard or overly broad, the surety may find it difficult to underwrite the warranty.

Normally, these bond forms are prepared for execution by the Surety or the Surety’s agent.

A401™-2017, Standard Form of Agreement Between Contractor and Subcontractor

AIA Document A401-2017 establishes the contractual relationship between the contractor and subcontractor. It sets forth the responsibilities of both parties and lists their respective obligations, which are written to parallel AIA Document A201-2017, General Conditions of the Contract for Construction, which A401-2017 incorporates by reference. A401-2017 may be modified for use as an agreement between the subcontractor and a sub‐subcontractor, and must be modified if used with AIA Document A104-2017 or A105-2017 as the owner/contractor agreement. 

A421™-2018, Standard Form of Master Agreement Between Contractor and Subcontractor where Work is provided under multiple Work Orders

AIA Document A421-2018 is a master agreement between the contractor and subcontractor. It is intended for use when the subcontractor’s scope of work will subsequently be specified through one or more work orders. A421‐2018 provides only the common terms and conditions that will apply to each work order. Use of A421 plus a work order creates a contract that includes both the terms and the scope of work. A421‐2018 is coordinated for use with AIA Document A422-2018, Work Order for use with Master Agreement Between Contractor and Subcontractor. The master agreement plus work order contracting method allows multiple scopes of work to be issued quickly without renegotiating the terms and conditions of the contract.

A422™-2018, Work Order for use with Master Agreement Between Contractor and Subcontractor

AIA Document A422-2018 is a work order that provides the subcontractor’s scope of work, subcontract time, subcontract sum, and other terms pertinent to the specific work order. It is intended for use when the contractor and subcontractor have entered, or will enter, into a master agreement, which sets forth the common terms and conditions applicable to all work orders. A422-2018 is not a stand‐alone agreement and must be used in conjunction with a master agreement. A422‐2018 is coordinated for use with AIA Document A421-2018, Master Agreement Between Contractor and Subcontractor. The master agreement plus work order contracting method allows multiple scopes of work to be issued quickly without renegotiating the terms and conditions of the contract.

A441™-2014, Standard Form of Agreement Between Contractor and Subcontractor for a Design‐Build Project

AIA Document A441-2014 establishes the contractual relationship between the contractor and subcontractor in a design-build project. A441-2014 incorporates by reference the terms and conditions of AIA Document A142-2014, Standard Form of Agreement Between Design-Builder and Contractor, and was written to ensure consistency with the AIA 2014 Design-Build family of documents. Because subcontractors are often required to provide professional services on a design-build project, A441-2014 provides for that possibility.

A701™-2018, Instructions to Bidders

AIA Document A701‐2018 is used when competitive bids are to be solicited for construction of the project. Coordinated with A201, General Conditions of the Contract for Construction, and its related documents, AIA Document A701‐2018 provides instructions on procedures, including bonding requirements, for bidders to follow when preparing and submitting their bids. The type and amount of bonding shall be established on AIA Document A312, Payment Bond and Performance Bond. Additionally, information from AIA Document G612‐2017, Owner’s Instructions to the Architect, Part B: Bidding Procedures should be used to complete A701.

A751™-2019, Invitation and Instructions to Vendors for Quotations for Furniture, Furnishings, and Equipment (FF&E)

AIA Document A751-2019 should be used in situations where an owner intends to solicit competitive quotations from vendors for furniture, furnishings, and equipment (FF&E) for a project. Coordinated with document A151-2019, Standard Form of Agreement Between Owner and Vendor for Furniture, Furnishings, and Equipment (FF&E), A751 provides instructions for a prospective vendor to follow when preparing and submitting a quotation. A751 allows the owner to specify: (1) the quotation documents upon which a prospective vendor will base its quotation, (2) the manner in which a prospective vendor is required to submit a quotation, and (3) the proposed contract documents that will form the agreement between the prospective vendor and owner. A751 also includes restrictions and procedures for a prospective vendor to withdraw or modify its quotation, if necessary.

 

B Series: Owner/Architect agreements

B101™-2017, Standard Form of Agreement Between Owner and Architect

AIA Document B101-2017 is a one-part standard form of agreement between owner and architect for building design and construction contract administration. Services are divided into basic, supplemental and additional services. Basic services are performed in five phases: schematic design, design development, construction documents, procurement, and construction. Supplemental Services are services that are not included as Basic Services but are identified as the architect’s responsibility at the time the agreement is executed. Additional Services are services that may arise as the project proceeds. This agreement may be used with a variety of compensation methods, including percentage of the budget for construction cost and stipulated sum. B101-2017 is intended to be used in conjunction with AIA Document A201-2017, General Conditions of the Contract for Construction, which is specifically referenced.

B102™-2017, Standard Form of Agreement Between Owner and Architect without a Predefined Scope of Architect’s Services

AIA Document B102-2017 is a standard form of agreement between owner and architect that contains terms and conditions, and compensation details. B102‐2017 does not include a scope of architect’s services, which must be inserted in Article 1 or attached as an exhibit. The separation of the scope of services from the owner/architect agreement allows users the freedom to append alternative scopes of services. AIA scopes of services documents that may be paired with B102-2007 include B201, Architect’s Services: Design and Construction Contract Administration; B202, Architect’s Services: Programming; B203, Site Evaluation and Planning; B204, Value Analysis; B205, Historic Preservation; B207, Architect’s Services: On‐Site Representation; B210, Facility Support; B212, Regional and Urban Planning; B214, LEED® Certification; B252, Interior Design and FF&E Design Services; and B253, Furniture, Furnishings and Equipment Design Services.

B103™-2017, Standard Form of Agreement Between Owner and Architect for a Complex Project

AIA Document B103-2017 is a standard form of agreement between owner and architect intended for use on complex projects. B103-2017 assumes that the owner will retain third parties to provide cost estimates and project schedules, and may implement fast-track, phased or accelerated scheduling. Basic services are performed in five phases: schematic design, design development, construction documents, procurement, and construction. Supplemental Services are services that are not included as Basic Services but are identified as the architect’s responsibility at the time the agreement is executed. Additional Services are services that may arise as the project proceeds. This agreement may be used with a variety of compensation methods, including percentage of the budget for construction cost and stipulated sum. B103-2017 is intended to be used in conjunction with AIA Document A201-2017, General Conditions of the Contract for Construction, which incorporates by reference.

B104™-2017, Standard Abbreviated Form of Agreement Between Owner and Architect

AIA Document B104-2017 is intended for use on construction projects of limited scope and complexity. B104‐2017 is an abbreviated version of B101-2017. B104 contains a compressed form of basic services with three phases: design, construction documents, and construction. This document may be used with a variety of compensation methods. B104-2017 is intended to be used in conjunction with AIA Document A104-2017, Standard Abbreviated Form of Agreement Between Owner and Contractor, which incorporates by reference. B104‐2017 replaces B104‐2007, Standard Form of Agreement Between Owner and Architect for a Project of Limited Scope. 

B105™-2017, Standard Short Form of Agreement Between Owner and Architect

AIA Document B105-2017 is a standard short form of agreement between owner and architect. B105-2017 is for use on a project that is modest in size and brief in duration. For larger and more complex projects, other owner/architect agreements are more suitable. B105-2017 is intended for use with A105-2017, which it incorporates by reference. B105 is extremely abbreviated and is formatted more informally than other AIA agreements. B105-2017 replaces AIA Document B105-2007, Standard Form of Agreement Between Owner and Architect for a Residential or Small Commercial Project. 

B106™-2020, Standard Form of Agreement Between Owner and Architect for Pro Bono Services

AIA Document B106™–2020 replaces B106™-2010 and is a standard form of agreement between owner and architect for building design, construction contract administration, or other professional services provided on a pro bono basis. The architect’s pro bono services are professional services for which the architect receives no financial compensation other than compensation for reimbursable expenses. A table format is provided which the parties may use to designate the scope of the architect’s pro bono services and the maximum number of hours to be provided by the architect for each designated pro bono service. If the architect is providing construction phase services, B106–2020 is intended to be used in conjunction with AIA Document A201®–2017, General Conditions of the Contract for Construction, which it incorporates by reference.

B107™-2020, Standard Form of Agreement Between Developer‐Builder and Architect for Prototype(s) for a One- or Two-Family Residential Project with Limited Architectural Services 

AIA Document B107™–2020 replaces B107™-2010 and is a standard form of agreement between developer-builder and architect for design of one or more prototype(s) for a one- or two-family residential project. AIA Document B107–2020 is intended for use in situations where the architect will provide limited architectural services in connection with a prototype one- or two-family residential project. Under B107–2020, the architect’s services consist of development of a Permit Set of documents and limited construction phase services for the first residence of each prototype design constructed by the developer-builder. This document anticipates that the developer-builder will have extensive control over the management of the project, acting in a capacity similar to that of a developer or speculative builder of a housing project, and that the developer-builder is an entity that has experience with applicable residential building codes, selection of materials and systems, and methods of installation and construction.

B108™-2009, Standard Form of Agreement Between Owner and Architect for a Federally Funded or Federally Insured Project

AIA Document B108-2009 is a standard form of agreement between owner and architect for building design and construction contract administration that is intended for use on federally funded or federally insured projects. B108-2009 was developed with the assistance of several federal agencies and contains terms and conditions that are unique to federally funded or federally insured projects. B108 sets forth five traditional phases of basic services: schematic design, design development, construction documents, bidding or negotiation, and construction. Two other types of services are delineated in the document: optional services and additional services. B108 is structured so that either the owner or the architect may be the entity providing cost estimates. 

B109™-2020, Standard Form of Agreement Between Owner and Architect for a Multi‐Family Residential or Mixed Use Residential Project

AIA Document B109–2020 is a standard form of agreement between owner and architect for building design and construction contract administration for a multi-family residential or mixed-use residential project. B109–2020 contains terms and conditions that are unique to these types of projects. B109–2020 is based on AIA Document B103™–2017, Standard Form of Agreement Between Owner and Architect for a Large or Complex Project. AIA Document B109–2020 uses the traditional division of services into Basic and Additional Services but adds a Pre-Design Services article that includes items such as assessment of project feasibility, layout, and regulatory.

B109–2020 is not intended for use on residential projects that will include a residential condominium unless specifically set forth in the initial information. Otherwise, B109–2020 includes a representation by the Owner that the project will not include a residential condominium. If B109–2020 is used for residential condominium projects, users should review and consider modifications. AIA Document B509™–2020, Guide for Supplementary Conditions to AIA Document B109–2020, includes a discussion of potential risks that may be inherent in residential condominium construction and offers model language for inclusion in B109–2020 to better allocate these risks.

B111™-2022, Standard form of Agreement Between Owner and Design Architect

AIA Document B111™–2022 is a standard form of agreement between Owner and Design Architect intended for use in situations where a Design Architect will perform services to establish the design intent of a project. B111–2022 assumes that the Owner will retain an architect of record to further develop the design intent and to sign and seal the construction documents. B111-2022 also assumes that the Owner will retain third parties to provide cost estimates and project schedules. B111-2022 is part of the following set of documents that are intended for projects involving a Design Architect and an Architect of Record. 

B111™-2022, Standard Form of Agreement Between Owner and Design Architect

B111™-2022, Exhibit A, Design Architect Services

B112™-2022, Standard Form of Agreement Between Owner and Architect of Record

B112™-2022, Exhibit A, Architect of Record Services

B511™-2022, Guide for Projects Involving a Design Architect and Architect of Record

E205™-2022, Architects’ Scope and Responsibility Matrix

 

B111-2022 does not contain a full scope of services and must be paired with E205-2022 or B111-2022, Exhibit A to form a complete contract. E205-2022 should be used in situations where the architects will provide services concurrently, i.e. where the architects work collaboratively and there is some degree of layering of the architects’ services. Alternatively, B111-2022, Exhibit A should be used in situations where the architects perform their services consecutively and there is a hard transfer of responsibility between the Design Architect and Architect of Record at a predetermined milestone. Refer to AIA Document B511-2022, Guide for Projects Involving a Design Architect and Architect of Record for more information.

 

B112™-2022, Standard form of Agreement Between Owner and Architect of Record

AIA Document B112™–2022 is a standard form of agreement between Owner and Architect of Record intended for use in situations where an Architect of Record will prepare, sign, and seal construction documents for a project and perform construction contract administration services. B112–2022 assumes that the Owner will retain a Design Architect to establish the design intent of the project. B112-2022 also assumes that the Owner will retain third parties to provide cost estimates and project schedules. B112-2022 is part of the following set of documents that are intended for projects involving a design architect and an architect of record. 

B111™-2022, Standard Form of Agreement Between Owner and Design Architect

B111™-2022, Exhibit A, Design Architect Services

B112™-2022, Standard Form of Agreement Between Owner and Architect of Record

B112™-2022, Exhibit A, Architect of Record Services

B511™-2022, Guide for Projects Involving a Design Architect and Architect of Record

E205™-2022, Architects’ Scope and Responsibility Matrix

B112-2022 does not contain a full scope of services and must be paired with E205-2022 or B112-2022, Exhibit A to form a complete contract. E205-2022 should be used in situations where the architects will provide services concurrently, i.e. where the architects work collaboratively and there is some degree of layering of the architects’ services. Alternatively, B112-2022, Exhibit A should be used in situations where the architects perform their services consecutively and there is a hard transfer of responsibility between the Design Architect and Architect of Record at a predetermined milestone. Refer to AIA Document B511-2022, Guide for Projects Involving a Design Architect and Architect of Record for more information.

B121™-2018, Standard Form of Master Agreement Between Owner and Architect for Services provided under multiple Service Orders

AIA Document B121-2018 is a master agreement between the owner and architect. It is intended for use when the architect’s scope of services will subsequently be specified through the use of one or more service orders. B121‐2018 provides only the common terms and conditions that will be applicable to each service order. 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. B121‐2018 is coordinated for use with B221-2018, Service Order for use with Master Agreement Between Owner and Architect. The master agreement plus service order contracting method allows multiple scopes of services to be issued quickly without the necessity to renegotiate the terms and conditions of the service agreements.

B132™-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition

AIA Document B132-2019 is a standard form of agreement between owner and architect for use on building projects where construction management services are to be provided under a separate contract with the owner. It is coordinated with AIA Document C132-2019, an owner/construction manager as adviser agreement, where the construction manager is an independent adviser to the owner throughout the course of the project. Both B132-2019 and C132-2019 are based on the premise that there will be multiple construction contractors whose contracts with the owner will be administered by the construction manager and the architect under AIA Document A232-2019, General Conditions of the Contract for Construction, Construction Manager as Adviser Edition. 

B133™-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor Edition

AIA Document B133-2019 is a standard form of agreement between owner and architect intended for use on projects where an owner employs a construction manager to act as an adviser during the preconstruction phase. 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 owner’s review and acceptance. 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. B133-2019 assumes that the construction manager will provide cost estimates and schedules for the project. B133-2019 is intended to be used with A201-2017, General Conditions of the Contract for Construction, which it incorporates by reference and either 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 or A134-2019, 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 without a Guaranteed Maximum Price.

B143™-2014, Standard Form of Agreement Between Design‐Builder and Architect

AIA Document B143-2014 establishes the contractual arrangement between the design-builder and the architect. B143 does not provide a fixed scope of architect’s services, but instead includes an extensive menu of services from which the owner and architect may select. B143 can be used for a number of different contractual scenarios that may arise on a design-build project. If the design-build entity lacks the internal capacity to provide architectural services, or is required to separately contract for architectural services by virtue of local license regulations or other legal requirements, the design-build entity can use B143 to enter into an agreement with an architect to perform all of the architectural services on the project. B143 can also be used, however, where the design-builder directly performs some of the architectural services under its agreement with the owner. In this instance, B143 can be used to contract with additional architects that will provide portions of the architectural services. For example, the design-build entity may retain an architect to only provide a preliminary design, while the design-builder will use either a separate architect or its own forces to develop the construction documents and perform contract administration services. 

B144™-1993, Standard Form of Amendment to the Agreement Between Owner and Architect where the Architect provides Construction Management Services as an adviser to the Owner

AIA Document B144 ARCH‐CM-1993 is an amendment to B141-1997 for use in circumstances where the architect, already under contract to perform architectural services for the owner, agrees to provide a package of construction management services to expand upon, blend with, and supplement the architect’s design and construction contract administration services.

B152™-2019, Standard Form of Agreement Between Owner and Architect for Interior Design and Furniture, Furnishings, and Equipment (FF&E) Design Services

AIA Document B152-2019 is a standard form of agreement between owner and architect for interior design and furniture, furnishings, and equipment (FF&E) design services. B152-2019 requires the architect to provide programming services and basic services, which include schematic design, design development, construction documents, FF&E documents, construction procurement, FF&E procurement, construction contract administration, and FF&E contract administration. B152-2019 has been structured so architects providing only interior design services or only FF&E design services can easily redact the services they are not performing. This agreement may be used with a variety of compensation methods, including percentage of the budget for construction cost and stipulated sum. B152-2019 is intended to be used in conjunction with A151-2019, Standard Form of Agreement Between Owner and Vendor and A104-2017, Standard Abbreviated Form of Agreement Between Owner and Contractor.

B161™-2022, Standard Form of Agreement Between Client and Consultant for design consulting services where the Project is located outside the United States

AIA Document B161-2022 is drafted for a U.S. architect (Consultant) who is hired to perform design services for a foreign-based Client and project where the Client retains a local architect in the foreign jurisdiction to prepare Further Design (Construction) Documents based on the Consultant’s Design Development Documents. B161 is not intended for U.S. architects who are licensed in the foreign jurisdiction or who have an office in the foreign jurisdiction. It is anticipated that B161 will be used with private foreign companies, as opposed to foreign governments. The document is intended to clarify the assumptions, roles, responsibilities, and obligations of the parties; to provide a clear, narrative description of services; and to facilitate, strengthen, and maintain the working and contractual relationships among parties. Unlike other AIA documents, no General Conditions are associated with B161. Also, some terms used commonly in domestic, standard form AIA agreements, such as program and construction documents, do not have the same meaning in B161 (however, their modified definition is provided in B161).

B162™-2002, Abbreviated Standard Form of Agreement Between Client and Consultant for use where the Project is located outside the United States 

AIA Document B162-2002 is an abbreviated version of B161-2002, Standard Form of Agreement Between Client and Consultant. The document 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 a local architect will be retained. The document is intended to clarify the assumptions, roles, responsibilities, and obligations of the parties; to provide a clear, narrative description of services; and to facilitate, strengthen, and maintain the working and contractual relationship between the parties. Because of foreign practices, the term “owner” has been replaced with “client” throughout the document. Also, since it is assumed that the U.S. architect is not licensed to practice architecture in the foreign country where the project is located, the term “consultant” is used throughout the document to refer to the U.S. architect. 

B171™-2013, Standard Form of Agreement Between Owner and Design Manager for use in a Multiple Project Program

AIA Document B171-2013 is a standard form of agreement between owner and design manager for use in a program with more than one project and where design management services are to be provided under a separate contract with the owner. It is coordinated with document C171-2013, an owner/program manager agreement, where the program manager is an independent adviser to the owner throughout the course of the program. The design manager is required to assist the owner and the program manager in developing and establishing the owner’s program. Additionally, the design manager provides limited architectural services for each project in the program. Upon the development of the program, the design manager is required to develop the design standards, which will provide a functional, aesthetic, and quality framework for the projects in the program. After establishment of the design standards, the design manager performs schematic design and design development architectural services for each project in the program in order to develop a transfer package that the owner can provide to the architect(s) of record for each project in the program. Both, B171-2013 and C171-2013 are based on the premise that one or more separate architects of record and construction contractor’s will also contract with the owner for final design and construction of each project. 

B172™-2013, Standard Form of Agreement Between Owner and Architect for Architect of Record Services

AIA Document B172-2013 provides the agreement between the owner and the architect of record, an entity who is separate and independent from the program manager and design manager, and who acts as a project specific architect. B172-2013 is coordinated for use with C171-2013, Standard Form of Agreement Between Owner and Program Manager for use in a Multiple Project Program, and B171-2013, Standard Form of Agreement Between Owner and Design Manager for use in a Multiple Project Program. The architect of record is responsible for preparation of the construction document, based on criteria received from the owner in a “transfer package”, and related design and bidding phase services, and administration of the owner/contractor agreement on a project by project basis. B172-2013 may also, with some modifications, be appropriate for use in other circumstances where an architect is asked to prepare construction Document based on the preliminary design work of another, and to provide related bidding and contract administration services for a project.

B195™-2008, Standard Form of Agreement Between Owner and Architect for Integrated Project Delivery

AIA Document B195-2008 is a standard form of agreement between owner and architect for a project that utilizes integrated project delivery (IPD). B195-2008 primarily provides only the business terms unique to the agreement between the owner and architect, such as compensation details and licensing of instruments of service. B195 does not include the specific scope of the architect’s services; rather, it incorporates by reference document A295-2008, General Conditions of the Contract for Integrated Project Delivery, which sets forth the architect’s duties and scope of services for each of the six phases of the project, along with the duties and obligations of the owner and contractor.

B201™‐2017, Standard Form of Architect’s Services: Design and Construction Contract Administration

AIA Document B201-2017 defines the architect’s 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. The services set forth in B201-2017 parallel those set forth in B101-2017: the traditional division of services into basic, supplemental, and additional services, with five phases of basic services. B201-2017 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services document, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B201-2017 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement. AIA Document B201-2017 replaces B201-2007.

B202™-2020, Standard Form of Architect’s Services: Programming

AIA Document B202-2020 provides the Architect’s scope of services for Programming in a standard form that the Owner and Architect can modify to suit the needs of the Project. B202–2020 is not a stand-alone document but must be incorporated into an Owner-Architect Agreement. It may be used with AIA Document B102™–2017, Standard Form of Agreement Between Owner and Architect without a Predefined Scope of Architect’s Services or with B102–2017 in conjunction with other standard form services documents. It may also be incorporated into any Owner-Architect Agreement when the agreement is executed or used with G802™–2017, Amendment to the Professional Services Agreement, to create a modification to any Owner-Architect Agreement.

B203™‐2017, Standard Form of Architect’s Services: Site Evaluation and Project Feasibility

An owner can use the services provided by the architect in B203 to decide whether a site, or sites, are suitable for a project, or to determine the development potential of a site. B203 includes a menu of services an architect can provide, such as conducting a site evaluation, identifying environmental requirements, evaluating existing buildings, and providing conceptual drawings for potential development. B203 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services documents, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B203 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement. 

B204™-2007, Standard Form of Architect’s Services: Value Analysis, for use where the Owner employs a Value Analysis Consultant

AIA Document B204-2007 establishes duties and responsibilities when the owner has employed a Value Analysis Consultant. This document provides the architect’s services in three categories: pre-workshop, workshop, and post‐workshop. The services include presenting the project’s goals and design rationale at the value analysis workshop, reviewing and evaluating each value analysis proposal, and preparing a value analysis report for the owner that, among other things, advises the owner of the estimate of the cost of the work resulting from the implementation of the accepted value analysis proposals. B204-2007 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services documents, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B204-2007 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement.

B205™‐2017, Standard Form of Architect’s Services: Historic Preservation

AIA Document B205-2017 establishes duties and responsibilities where the architect provides services for projects that are historically sensitive. The range of services the architect provides under this scope can span the life of the project and may require the architect to be responsible for preliminary surveys, applications for tax incentives, nominations for landmark status, analysis of historic finishes, and other services specific to historic preservation projects. B205 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services document, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B205-2017 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement.

B207™‐2017, Standard Form of Architect’s Services: On‐Site Project Representation

AIA Document B207-2017 establishes the architect’s scope of services when the architect provides an on‐site project representative during a project’s construction phase. B207 provides for agreement on the number of architect’s representatives to be stationed at the project site, a schedule for the on‐site representation, and the services that the on‐site representative will perform. The on‐site representative’s services include attending job‐site meetings, monitoring the contractor’s construction schedule, observing systems and equipment testing, preparing a log of activities at the site, and maintaining on‐site records. The owner will provide an on‐site office for the architect’s on‐site representative. B207 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement. 

B210™‐2017, Standard Form of Architect’s Services: Facility Support

An owner can use B210 to hire an architect to assess the condition, performance and operation of an existing facility or group of facilities. B210 can also be used to hire an architect to perform space management or maintenance management services. B210 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scopes of services document, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B210-2017 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement.

B212™-2010, Standard Form of Architect’s Services: Regional or Urban Planning

AIA Document B212-2010 establishes duties and responsibilities where the architect provides the owner with regional or urban planning services. This scope provides a menu of choices of regional or urban planning services, grouped under four phases: Inventory and Data Gathering; Analysis and Judgment; Preparation of Design Alternatives; and Finalization of Preferred Plan. B212-2010 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services documents, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B212-2010 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement.

B214™-2012, Standard Form of Architect’ Services: LEED® Certification

AIA Document B214-2012, Scope of Architect’s Services: LEED® Certification, establishes duties and responsibilities when the owner seeks certification from the U.S. Green Building Council’s Leadership in Energy and Environmental Design (LEED) program. B214-2012 may be used to provide the scope of services for a prime architect who is providing LEED Certification services as an additional service, or, in the alternative, for an architect who is providing only LEED Certification services as a consultant to the owner. Although some of the architect’s services vary based on whether the architect is performing its services as the prime architect or as a LEED consultant, in either case the architect’s services include conducting a LEED Workshop, preparing a LEED Certification Plan, and Project registration and submission of LEED Documentation. B214-2012 may be (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scopes of services documents, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B214-2012 is a scope of services document only and may not be used as a stand‐alone owner/architect agreement.

B221™-2018, Service Order for use with Master Agreement Between Owner and Architect

AIA Document B221-2018 provides the architect’s scope of services, and other terms pertinent to a specific service order. It is intended for use when the owner and architect have entered into a master agreement setting forth the common terms and conditions applicable to all service orders. B221-2018 is not a stand‐alone agreement and must be used in conjunction with a master agreement. B221‐2018 is coordinated for use with B121-2018, Master Agreement Between Owner and Architect for Services provided under Multiple Service Orders. Use of B221 plus a master agreement creates a contract, referred to as the service agreement, that includes both the terms and the scope of services. The master agreement plus service order contracting method allows multiple scopes of services to be issued quickly without the necessity to renegotiate the terms and conditions of the service agreements.

B252™‐2019, Standard Form of Architect’s Services: Interior Design and Furniture, Furnishings, and Equipment (FF&E) Design Services

AIA Document B252-2019 provides the architect’s scope of services for interior design and furniture, furnishings, and equipment (FF&E) design. The services set forth in B252-2019 parallel those in document B152-2019 and thus requires the architect to provide programming services and basic services, which include schematic design, design development, construction documents, FF&E documents, construction procurement, FF&E procurement, construction contract administration, and FF&E contract administration. B252-2019 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services document, or (2) attached to G802-2017, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B252-2019 is a scope of services document only and may not be used as a stand-alone owner/architect agreement. B252-2019 replaces AIA Document B252-2007.

B253™‐2019, Standard Form of Architect’s Services: Furniture, Furnishings, and Equipment (FF&E) Design Services

AIA Document B253-2019 provides the architect’s scope of services for furniture, furnishings, and equipment (FF&E) design. The services set forth in B253-2019 require the architect to provide programming services and basic services, which include schematic design, design development, FF&E documents, FF&E procurement, and FF&E contract administration. B253-2019 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services documents, or (2) attached to G802, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B253-2019 is a scope of services document only and may not be used as a stand-alone owner/architect agreement. B253-2019 replaces AIA Document B253-2007.

B254™‐2019, Standard Form of Architect’s Services: Purchasing Agent Services for Furniture, Furnishings, and Equipment (FF&E)

AIA Document B254-2019 is a scope of services document that should be used in situations where an architect is expected to assist an owner in purchasing furniture, furnishings, and equipment (FF&E) and managing FF&E contracts. B254 can be attached to any owner/architect agreement in which the architect performs FF&E design and selection services, such as B152-2019, Standard Form of Agreement Between Owner and Architect for Interior Design and Furniture, Furnishings, and Equipment (FF&E) Design ServicesB254 is not a stand-alone document and should not be used by itself.

B254 establishes an agency relationship that allows the architect to enter into contracts for FF&E on behalf of the owner. B254 places strict limitations on the architect’s power to act as the owner’s agent. Before entering into contracts with vendors, the architect must provide the owner with the description, prices, and quantities of FF&E to be purchased. In contracts with vendors, the architect is also required to include statements (1) indicating that it is acting as the owner’s purchasing agent regarding such contracts, (2) identifying the owner as the purchaser, and (3) indicating that all warranties and guarantees shall be in the owner’s name. The architect also must keep the owner reasonably informed about FF&E purchased on the owner’s behalf. In exchange, the architect is given the protection of a disclosed agent acting on behalf of a principal, i.e. architect is not responsible for a vendor’s poor performance and is relieved of the owners’ obligations with regards to vendors.

B305™-1993, Architect’s Qualification Statement

AIA Document B305-1993 is a standardized outline form on which the architect may enter information that a client may wish to review before selecting the architect. The owner may use B305-1993 as part of a request for proposal or as a final check on the architect’s credentials. Under some circumstances, B305-1993 may be attached to the owner/architect agreement to show—for example, the team of professionals and consultants expected to be employed on the project. 

 

C Series: Other agreements

C101™-2018, Joint Venture Agreement for Professional Services

AIA Document C101-2018 is intended for use by two or more parties to provide for their mutual rights and obligations in forming a joint venture. It is intended that the joint venture, once established, will enter into an agreement with the owner to provide professional services. The parties may be all architects, all engineers, a combination of architects and engineers, or another combination of professionals. This agreement sets forth the provisions establishing the governance rules for the joint venture and the parties’ relative ownership interest in the joint venture.

C102™-2015, Standard Form of Teaming Agreement Between Team Manager and Team Member for the Purpose of Responding to a Solicitation and Pursuing a Project

AIA Document C102-2015 is intended to allow multiple or cross‐disciplinary parties to form a team to provide services necessary to submit a proposal, in response to a solicitation, for a shared opportunity project. C102-2015 is not limited to use within a single project delivery method and can be used for responses to requests for proposals, design competitions, design‐build competitions or public/private partnerships. C102 provides that one party will serve as the team manager, and that the team manager will enter into separate teaming agreements with each of the team members. There could be one, or multiple, team members. Each would enter into a separate C102 agreement with the team manager. If the team is awarded the project, the team manager will contract directly with the owner for the project. Each team member has a separate agreement with the team manager for services or work to be performed on the project, the terms of which will have been negotiated in advance with an agreement for such services or work, and made a part of C102 as Exhibit A. 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.

C103™-2015, Standard Form of Agreement Between Owner and Consultant without a Predefined Scope of Consultant’s Services

AIA Document C103-2015 is a standard form of agreement between owner and consultant that contains terms and conditions, including those related to copyrights and licenses, claims and disputes, termination or suspension, and compensation. C103‐2015 does not include a scope of consultant’s services, which must be inserted in Article 2 or attached as an exhibit. Separation of the scope of services from the owner/consultant agreement allows users the freedom to append alternative scopes of services. AIA scopes of services documents that may be paired with C103-2015 include C201-2015, Standard Form of Consultant’s Services: Land Survey and C202-2015, Standard Form of Consultant’s Services: Geotechnical Engineering.

C106™-2013, Digital Data Licensing Agreement

AIA Document C106-2013 serves as a licensing agreement between two parties who otherwise have no existing licensing agreement for the use and transmission of digital data, including instruments of service. C106-2013 defines digital data as information, communications, drawings, or designs created or stored for a specific project in digital form. 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. In addition, C106 allows the party transmitting digital data to collect a licensing fee for the recipient’s use of the digital data. AIA Document C106 provides a licensing agreement for transmission of digital data when not included in the prime agreement.

C132™-2019, Standard Form of Agreement Between Owner and Construction Manager as Adviser

AIA Document C132-2019 provides the agreement between the owner and the construction manager, a single entity who is separate and independent from the architect and the contractor, and who acts as an adviser (CMa) to the owner throughout the course of the project, beginning in the preconstruction phase. C132-2019 is coordinated for use with B132-2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition. Both C132-2019 and B132-2019 are based on the premise that there will be multiple construction contractors whose contracts with the owner will be administered by the construction manager and the architect under AIA Document A232-2019. AIA Document C132-2019 is not coordinated with, and should not be used with, documents where the construction manager acts as the constructor for the project.

C141™-2014, Agreement Between Owner and Consultant for a Design‐Build Project 

AIA Document C141-2014 provides a standard form for the upfront services an owner may require when considering design-build delivery. The consultant, who may or may not be an architect or other design professional, may perform a wide ranging array of services for the owner, including programming and planning, budgeting and cost estimating, project criteria development services, development of bridging document, conducting construction, and administration services. C141-2014 consists of the agreement portion and one exhibit, Exhibit A, Consultant’s Services. Exhibit A provides a menu of briefly described services that the parties can select and augment to suit the needs of the project.

C171™-2013, Standard Form of Agreement Between Owner and Program Manager, for use in a Multiple Project Program

AIA Document C171-2013 is a standard form of agreement between owner and program manager for use in a program with more than one project. The program manager assists the owner in an advisory capacity, on matters that impact the program, during design and construction. The program manager’s basic services primarily relate to overseeing the development and implementation of the owner’s program and include creating a program management plan to describe the scope of the program and related requirements; managing program related information across the multiple projects in the program; developing a program-wide budget and schedule; and establishing quality control guidelines. The document has been prepared for use with B171-2013, Standard Form of Agreement Between Owner and Design Manager for use in a Multiple Project Program, and B172-2013, Standard Form of Agreement Between Owner and Architect for Architect of Record Services. 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. Although titled “for use in a Multiple Project Program,” C171, with appropriate modifications, is also suitable for use in a program that consists of only a single project.

C172™-2014, Standard Form of Agreement Between Owner and Program Manager for use on a Single Project

AIA Document C172-2014 is a standard form agreement between owner and program manager for use on a single project. The program manager assists the owner in an advisory capacity on matters that impact the project during design and construction. The program manager’s basic services include creating a program management plan to describe the scope of the project and related requirements, managing project-related information, developing a budget and schedule, and establishing quality control guidelines. C172-2014 also contains cost estimating and construction administration services that the parties may select as additional services. Unlike in the construction manager as adviser family of documents, where the construction manager has some shared responsibilities with the architect, in C172 the program manager does not have shared responsibilities with other project participants or authority to act directly on behalf of the owner with respect to the responsibilities of the architect or contractor. C172-2014 is primarily intended to be used with the conventional family of documents.

C191™-2009, Standard Form Multi‐Party Agreement for Integrated Project Delivery

AIA Document C191-2009 is a standard form multi-party agreement through which the owner, architect, contractor, and perhaps other key project participants execute a single agreement for the design, construction and commissioning of a project. C191-2009 provides the framework for a collaborative environment in which the parties operate in furtherance of cost and performance goals that the parties jointly establish. The non-owner parties are compensated on a cost-of-the-work basis. The compensation model is also goal-oriented, and provides incentives for collaboration in design and construction of the project. Primary management of the project is the responsibility of the project management team, comprised of one representative from each of the parties. The project executive team, also comprised of one representative from each of the parties, provides a second level of project oversight and issue resolution. The conflict resolution process is intended to foster quick and effective resolution of problems as they arise. This collaborative process has the potential to result in a high quality project for the owner, and substantial monetary and intangible rewards for the other parties.

C195™-2008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery

AIA Document C195-2008 is a standard form single purpose entity (SPE) agreement through which the owner, architect, construction manager, and perhaps other key project participants, each become members of a limited liability company. The sole purpose of the company is to design and construct a project utilizing the principles of integrated project delivery (IPD) established in Integrated Project Delivery: A Guide. C195-2008 provides the framework for a collaborative environment in which the company operates in furtherance of cost and performance goals that the members jointly establish. To obtain project funding, the company enters into a separate agreement with the owner. To design and construct the project, the company enters into separate agreements with the architect, construction manager, other non-owner members, and with non-member consultants and contractors. The compensation model in the non-owner member agreements is goal-oriented and provides incentives for collaboration in design and construction of the project, and for the quick and effective resolution of problems as they arise. This highly collaborative process has the potential to result in a high quality project for the owner, and substantial monetary and intangible rewards for the other members.

C196™-2008, Standard Form of Agreement Between Single Purpose Entity and Owner for Integrated Project Delivery

AIA Document C196-2008 is a standard form of agreement between a single purpose entity (SPE) and a project owner, called the owner member. C196-2008 is intended for use on a project where the project participants have formed the SPE utilizing AIA Document C195-2008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery. C196-2008 is coordinated with C195-2008 in order to implement the principles of integrated project delivery, including the accomplishment of mutually-agreed goals. C196 provides the terms under which the owner member will fund the SPE in exchange for the design and construction of the project. The SPE provides for the design and construction of the project through separate agreements with other members, including an architect and construction manager, utilizing document C197-2008, Standard Form of Agreement Between Single Purpose Entity and Non-Owner Member for Integrated Project Delivery. The SPE may also enter into agreements with non-member design consultants, specialty trade contractors, vendors and suppliers.

C197™-2008, Standard Form of Agreement Between Single Purpose Entity and Non‐Owner Member for Integrated Project Delivery 

AIA Document C197-2008 is a standard form of agreement between a single purpose entity (SPE) and members of the SPE that do not own the project, called non-owner members. C197-2008 is intended for use on a project where the parties have formed the SPE utilizing document C195-2008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery. C197-2008 is coordinated with AIA Document C195-2008 in order to implement the principles of integrated project delivery, including the accomplishment of mutually-agreed goals. All members of the SPE, other than the project owner, will execute C197-2008. AIA Document C197-2008 provides the terms under which the non-owner members provide services to the SPE to complete the design and construction of the project. The specific services the non-owner members are required to perform are set forth in the integrated scope of services matrix, which is part of the C195-2008 target cost amendment and is incorporated into the executed C197-2008. In exchange for the non-owner members’ services, the non-owner members are paid the direct and indirect costs they incur in providing services. Additionally, C197 allows for the non-owner members to receive profit through incentive compensation and goal achievement compensation.

C198™-2010, Standard Form of Agreement Between Single Purpose Entity and Consultant for Integrated Project Delivery

AIA Document C198-2010 is a standard form of agreement between a single purpose entity (SPE) and a consultant. C198-2010 is intended for use on a project where the parties have formed the SPE utilizing AIA Document C195-2008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery. C198-2010 is coordinated with C195-2008 in order to implement the principles of integrated project delivery. 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 C195-2008 target cost amendment. In addition to traditional compensation for services, C198-2010 allows for the consultant to receive additional profit through incentive compensation and goal achievement compensation.

C199™-2010, Standard Form of Agreement Between Single Purpose Entity and contractor for Integrated Project Delivery

AIA Document C199-2010 is a standard form of agreement between a single purpose entity (SPE) and a contractor. C199-2010 is intended for use on a project where the parties have formed the SPE utilizing AIA Document C195-2008, Standard Form Single Purpose Entity Agreement for Integrated Project Delivery. C199-2010 is intended to be a flexible document. C199 can be used for a contractor that only provides construction services, or it can also be used for a contractor that will provide both preconstruction and construction services. C199 is not intended for use in competitive bidding and relies upon an agreed to contract sum, which can be either a stipulated sum (fixed price) or cost of the work plus a fee, with a guaranteed maximum price. In addition to compensation for the contract sum, C199 allows for the contractor to receive additional profit through incentive compensation and goal achievement compensation.

C201™-2015, Standard Form of Consultant’s Services: Land Survey

AIA Document C201-2015 establishes the duties and responsibilities of a surveyor when hired as a consultant to a property owner. C201‐2015 allows the users to select between a boundary, topographic, and ALTA/ACSM survey. A boundary survey shows the property’s boundary lines, easements, structures, fences, walls, setback requirements, and zoning classification. A topographic survey, which is often procured as an enhancement of a boundary survey, shows the property’s contours, elevations, utilities, and significant vegetation. If the parties select an ALTA/ACSM survey, the surveyor will perform a survey in accordance with ALTA/ACSM Standards in addition to C201’s boundary survey requirements. C201-2015 is a scope of services document only and may not be used as a stand‐alone agreement. C201‐2015 is intended to be attached as an exhibit to C103-2015, Standard Form of Agreement Between Owner and Consultant without a Predefined Scope of Consultant’s Services.

C202™-2015, Standard Form of Consultant’s Services: Geotechnical Engineering 

AIA Document C202-2015 establishes the duties and responsibilities of a geotechnical engineer when hired as a consultant to a property owner. C202‐2015 separates the geotechnical engineer’s services into four phases: (1) explorations and testing, (2) preparation of a geotechnical report, (3) design phase services, and (4) construction phase services. In the first phase, the geotechnical engineer prepares a detailed plan of all explorations and tests and performs those explorations and tests according to specified requirements. The second phase includes a detailed list of items the geotechnical engineer will provide in the geotechnical report. The final two phases require the geotechnical engineer to consult with the owner and the owner’s other consultants during design and construction of the project. C202-2015 is a scope of services document only and may not be used as a stand‐alone agreement. C202‐2015 is intended to be attached as an exhibit to C103-2015, Standard Form of Agreement Between Owner and Consultant without a Predefined Scope of Consultant’s Services.

C203™‐2017, Standard Form of Consultant’s Services: Commissioning

An owner can use C203-2017 to hire an architect to perform commissioning services and can also be used to hire commissioning professionals from other backgrounds. C203 includes (1) provisions describing the consultant’s role to assist in preparing the owner’s project requirements, (2) a detailed description of the consultant’s commissioning plan, (3) provisions related to commissioning‐related design reviews, and (4) provisions related to the consultant’s role in commissioning during the construction phase of the project. C203 should be incorporated into an owner/consultant agreement, such as C103‐2015, Standard Form of Agreement Between Owner and Consultant without a Predefined Scope of Consultant’s Services. C203 is a scope of services document only and may not be used as a stand‐alone owner/consultant agreement. AIA Document C203-2017 replaces B211-2007, Standard Form of Architect’s Services: Commissioning. C203 was updated in 2017 as a “C” series document.

C204™-2020, Standard Form of Consultant’s Services: Sustainable Project Services

AIA Document C204–2020 addresses the Consultant’s scope of services to the Owner on a Sustainable Project. The Consultant may be an Architect or non-Architect who specializes in sustainability. The Consultant coordinates aspects such as pursuing Sustainability Certification with the Certifying Authority, conducting the Sustainability Workshop, and preparing a Sustainability Plan while interfacing with the Owner and Architect. As required by the Owner, the Consultant assists during procurement and construction by answering questions related to the Sustainability Plan. C204–2020 is not a stand-alone document but must be attached to an Owner-Consultant Agreement, such as C103™-2015 Standard Form of Agreement between Owner and Consultant without a Predefined Scope of Consultant’s Services.

C401™-2017, Standard Form of Agreement Between Architect and Consultant

AIA Document C401-2017 is a standard form of agreement between the architect and the consultant providing services to the architect. C401-2017 is suitable for use with all types of consultants, including consulting architects. This document may be used with a variety of compensation methods. C401-2017 assumes and incorporates by reference a preexisting owner/architect agreement, known as the prime agreement, and “flows down” the provisions.

C402™-2018, Standard Form of Agreement Between Architect and Consultant for Special Services

AIA Document C402-2018 is intended for consultant’s services that are limited in scope and/or do not extend to the construction phase of the project. C402 is appropriate for specialized service descriptions, such as modeling, planning, feasibility studies, post‐occupancy studies, specification writing, kitchen design, hardware schedules, elevators, lighting, fire protection, security systems, and carpet carvers. AIA Document C402-2018 provides only the terms and conditions of the agreement between the architect and the consultant. The description of services is left entirely to the parties and must be inserted in the agreement or attached in an exhibit. This agreement “flows down” only the copyrights and licenses and progress payment provisions of the prime agreement.

C421™-2018, Standard Form of Master Agreement Between Architect and Consultant for Services provided under multiple Service Orders

AIA Document C421-2018 is a master agreement between the architect and consultant intended for use when the consultant’s scope of services will subsequently be specified through the use of one or more service orders. C421 is suitable for use with all types of consultants, including consulting architects. C421‐2018 provides only the common terms and conditions that will be applicable to each service order and may incorporate by reference a preexisting owner‐architect agreement known as the prime agreement. Use of C421 plus a service order creates a contract, referred to as the service agreement, that includes both the terms and the scope of services. C421‐2018 is coordinated for use with C422-2018, Service Order for use with Master Agreement Between Architect and Consultant. The master agreement plus service order contracting method allows multiple scopes of services to be issued quickly without the necessity to renegotiate the terms and conditions of the service agreements.

C422™-2018, Service Order for use with Master Agreement Between Architect and Consultant

AIA Document C422-2018 provides the consultant’s scope of services, and other terms pertinent to a specific service order. It is intended for use when the architect and consultant have entered into a master agreement setting forth the common terms and conditions applicable to all service orders. C422-2018 is not a stand‐alone agreement and must be used in conjunction with a master agreement. Additionally, C422‐2018 incorporates by reference a preexisting owner‐architect agreement known as the prime agreement. C422‐2018 is coordinated for use with C421-2018, Master Agreement Between Architect and Consultant for Services provided under Multiple Service Orders. This document may be used with a variety of compensation methods. Use of C422 plus a master agreement creates a contract, referred to as the service agreement, that includes both the terms and the scope of services. The master agreement plus a service order contracting method allows multiple scopes of services to be issued quickly without the necessity to renegotiate the terms and conditions of the service agreements.

C441™-2014, Standard Form of Agreement Between Architect and Consultant for a Design‐Build Project

AIA Document C441-2014 establishes the contractual relationship between the architect and a consultant providing services to the architect on a design-build project. C441-2014 is suitable for use with all types of consultants, including consulting architects and may be used with a variety of compensation methods. C441 assumes and incorporates by reference a preexisting prime agreement between the design-builder and architect. C441-2014 was written to ensure consistency with AIA Document B143-2014, Standard Form of Agreement Between Design-Builder and Architect, and with other documents in the AIA Design-Build family.

 

D Series: Miscellaneous documents

D200™-1995, Project Checklist

The project checklist is a convenient listing of tasks a practitioner may perform on a given project. This checklist will assist the architect in recognizing required tasks and in locating the data necessary to fulfill assigned responsibilities. By providing space for notes on actions taken, assignment of tasks, and time frames for completion, D200-1995 may also serve as a permanent record of the owner, contractor, and architect’s actions and decisions. 

 

E Series: Exhibits

E203™-2013, Building Information Modeling and Digital Data Exhibit

AIA Document E203-2013 is not a stand-alone document, but must be attached as an exhibit to an existing agreement, such as the B101-2007, Standard Form of Agreement Between Owner and Architect, or A101-2007, Agreement Between Owner and Contractor. Its purpose is to establish the parties’ expectations for the use of digital data and building information modeling (BIM) on the project and provide a process for developing the detailed protocols and procedures that will govern the development, use, transmission and exchange of digital data and BIM on the project. Once agreed to, E203-2013 states that the relevant protocols and procedures will be set forth in documents G201-2013, Project Digital Data Protocol Form and G202-2013, Project Building Information Modeling Protocol Form. E203 does not create a separate license to use digital data because AIA documents for design or construction, to which E203 would be attached, already include those provisions. Parties not covered under such agreements should consider executing C106-2013, Digital Data Licensing Agreement.

E204™-2017, Sustainable Projects Exhibit

AIA Document E204-2017, Sustainable Projects Exhibit, has been developed for use on a wide variety of sustainable projects, including those in which the sustainable objective includes obtaining a Sustainability Certification, such as LEED® (Leadership in Energy and Environmental Design), or those in which the sustainable objective is based on incorporation of performance‐based sustainable design or construction elements. E204-2017 addresses the risks, responsibilities and opportunities unique to projects involving substantial elements of sustainable design and construction (sustainable projects). E204-2017 is not a stand‐alone document, but is intended to be attached as an exhibit to an existing agreement on a project that includes a sustainable objective. E204-2017 is intended to replace the sustainable projects documents included in the Conventional (A201) family of AIA Contract Documents.

E205™-2022, Architects’ Scope and Responsibility Matrix

AIA Document E205-2022 is an exhibit that is intended to be used in situations where a Design Architect and Architect of Record perform services concurrently on a project. E205–2022 is not a stand-alone document and must be attached to an agreement as an exhibit. E205–2022 contains standard architectural services and a responsibility matrix where the parties can indicate the degree of responsibility each architect will have for each service. E205-2022 is part of the following set of documents that are intended for projects involving a Design Architect and an Architect of Record. 

B111™-2022, Standard Form of Agreement Between Owner and Design Architect

B111™-2022, Exhibit A, Design Architect Services

B112™-2022, Standard Form of Agreement Between Owner and Architect of Record

B112™-2022, Exhibit A, Architect of Record Services

B511™-2022, Guide for Projects Involving a Design Architect and Architect of Record

E205™-2022, Architects’ Scope and Responsibility Matrix

 

E205-2022 may be attached to B111-2022 or B112-2022 when the Design Architect and Architect of Record have a prime agreement with the Owner. E205-2022 can also be attached to a C401TM-2017, Architect/Consultant Agreement in situations where one architect has a consulting contract with the other. Refer to AIA Document B511-2022, Guide for Projects Involving a Design Architect and Architect of Record for more information.

E234™-2019, Sustainable Projects Exhibit, Construction Manager as Constructor Edition

AIA Document E234-2019, Sustainable Projects Exhibit, Construction Manager as Constructor Edition, has been developed for use on sustainable projects when there is a construction manager as constructor as a project participant. E234-2019 is based on E204‐2017 but it has been tailored to address the risks, responsibilities, and opportunities unique to projects involving substantial elements of sustainable design and construction when there is a construction manager involved in the preconstruction phase and also performing the construction. E234-2019 is not a stand‐alone document, but is intended to be attached as an exhibit to an existing AIA construction management as constructor agreement on a project that includes a sustainable objective. E234-2019 is intended to replace the sustainable projects documents included in the Construction Manager as Constructor family of AIA Contract Documents.

E235™-2019, Sustainable Projects Exhibit, Construction Manager as Adviser Edition

AIA Document E235-2019, Sustainable Projects Exhibit, Construction Manager as Adviser Edition, has been developed for use on sustainable projects when there is a construction manager as an adviser to the owner as a project participant. E235-2019 is based on E204‐2017 but it has been tailored to address the risks, responsibilities, and opportunities unique to projects involving substantial elements of sustainable design and construction when there is a construction manager involved as an additional party. E235-2019 is not a stand‐alone document, but is intended to be attached as an exhibit to an existing AIA construction management as adviser agreement on a project that includes a sustainable objective. E235-2019 is intended to replace the sustainable projects documents included in the Construction Manager as Adviser family of AIA Contract Documents.

 

G Series: Contract Administration and Project Management Forms

G201™-2013, Project Digital Data Protocol Form

AIA Document G201-2013 is a form coordinated for use with E203-2013, Building Information Modeling and Digital Data Protocol Exhibit. Its purpose is to document the agreed upon protocols and procedures that will govern the transmission, use and exchange of digital data on a project, such as electronic project communications, submittals, contract document, and payment document. G201-2013 is not designed to address building information modeling protocols and procedures, which is the purpose of G202-2013, Project Building Information Modeling Protocol Form.

G202™-2013, Project Building Information Modeling Protocol Form

AIA Document G202-2013 is a form that is coordinated for use with E203-2013, Building Information Modeling and Digital Data Protocol Exhibit. Its purpose is to document the agreed upon protocols and procedures that will govern the development, transmission, use and exchange of building information models on a project. 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. Through a table completed for each project, G202-2013 assigns authorship of each model element by project milestone. G202 defines the extent to which model users may rely on model content, clarifies model ownership, and sets forth building information modeling standards and file formats.

G612™-2017, Owner’s Instructions to the Architect

AIA Document G612-2017 is a questionnaire, drafted to elicit information from the owner regarding the nature of the construction contract. G612 is divided into two parts: Part A relates to contracts and Part B deals with bidding procedures. The order of the parts follows the project’s chronological sequence to match the points in time when the information will be needed. Because many of the items relating to the contract will have some bearing on the development of construction documents, it is important to give Part A to the owner at the earliest possible phase of the project. The owner’s responses to Part A will lead to a selection of the appropriate delivery method and contract forms, including the general conditions. Answers to Part B will follow as the contract documents are further developed.

G701™-2017, Change Order

AIA Document G701-2017 is used for implementing changes in the work agreed to by the owner, contractor, and architect. Execution of a completed G701 indicates agreement upon all terms of the change, including any changes in the contract sum (or guaranteed maximum price) and contract time. The form allows for signatures of the owner, architect and contractor, and for a description of the change.

G701S™-2017, Change Order, Contractor‐Subcontractor Version

AIA Document G701S-2017 is for implementing changes in the work agreed to by the contractor and subcontractor. Execution of a completed G701S-2017 indicates agreement upon all the terms of the change, including any changes in the contract sum (or guaranteed maximum price) and contract time. The form provides space for the signatures of the contractor and subcontractor and for a complete description of the change.

G702®-1992, Application and Certificate for Payment

AIA Document G702-1992, Application and Certificate for Payment, and G703-1992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. 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. G703-1992 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the contractor as required by the general conditions. G702-1992 serves as both the contractor’s application and the architect’s certification. Its use can expedite payment and reduce the possibility of error. If the application is properly completed and acceptable to the architect, the architect’s signature certifies to the owner that a payment in the amount indicated is due to the contractor. The form also allows the architect to certify an amount different than the amount applied for, with explanation provided by the architect. 

G702S®-2017, Application and Certificate for Payment, Contractor‐Subcontractor Version

AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor 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. AIA Document G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.

G703®-1992, Continuation Sheet

AIA Document G702-1992, Application and Certificate for Payment, and G703-1992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. 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. G703-1992 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the contractor as required by the general conditions.

G703S®-2017, Continuation Sheet, Contractor‐Subcontractor Version

AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor 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. G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.

G704®-2017, Certificate of Substantial Completion

AIA Document G704-2017 is a standard form for recording the date of substantial completion of the work or a designated portion thereof. The contractor prepares a list of items to be completed or corrected following substantial completion, and the architect verifies and amends this list. If the architect finds that the work is substantially complete, the form is prepared for acceptance by the contractor and the owner, and the list of items to be completed or corrected is attached. In G704, the parties agree on the time allowed for completion or correction of outstanding items; the date when the owner will occupy the work or designated portion thereof; and a description of responsibilities for maintenance, heat, utilities, and insurance.

G705™-2001, List of Subcontractors

AIA Document G705-2001 is a form for listing subcontractors and others proposed to be employed on a project as required by the bidding document.

G706™-1994, Contractor’s Affidavit of Payment of Debts and Claims

The contractor submits this affidavit with the final request for payment, stating that all payrolls, bills for materials and equipment, and other indebtedness connected with the work for which the owner might be responsible has been paid or otherwise satisfied. AIA Document G706-1994 requires the contractor to list any indebtedness or known claims in connection with the construction contract that have not been paid or otherwise satisfied. The contractor may also be required to furnish a lien bond or indemnity bond to protect the owner with respect to each exception.

G706A™-1994, Contractor’s Affidavit of Release of Liens

AIA Document G706A-1994 supports G706-1994 in the event that the owner requires a sworn statement of the contractor stating that all releases or waivers of liens have been received. In such an event, it is normal for the contractor to submit G706-1994 and G706A-1994 along with attached releases or waivers of liens for the contractor, all subcontractors, and others who may have lien rights against the owner’s property. The contractor is required to list any exceptions to the sworn statement provided in G706A-1994, and may be required to furnish to the owner a lien bond or indemnity bond to protect the owner with respect to such exceptions.

G707™-1994, Consent of Surety to Final Payment

AIA Document G707-1994 is intended for use as a companion to G706-1994, Contractor’s Affidavit of Payment of Debts and Claims, on construction projects where the contractor is required to furnish a bond. By obtaining the surety’s approval of final payment to the contractor and its agreement that final payment will not relieve the surety of any of its obligations, the owner may preserve its rights under the bond.

G707A™-1994, Consent of Surety to Final Reduction in or Partial Release of Retainage

This is a standard form for use when a surety company is involved and the owner/contractor agreement contains a clause whereby retainage is reduced during the course of the construction project. When duly executed, AIA Document G707A-1994 assures the owner that such reduction or partial release of retainage does not relieve the surety of its obligations.

G709™-2018, Proposal Request

This form is used to obtain price quotations required in the negotiation of change orders. AIA Document G709-2018 is not a change order or a direction to proceed with the work. It is simply a request to the contractor for information related to a proposed change in the construction contract. G709 provides a clear and concise means of initiating the process for changes in the work.

G710™-2017, Architect’s Supplemental Instructions

AIA Document G710-2017 is used by the architect to issue additional instructions or interpretations, or to order minor changes in the work. 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. G710 should not be used to change the contract sum or contract time. It is intended to help the architect perform its services with respect to minor changes not involving adjustment in the contract sum or contract time. Such minor changes are authorized under Section 7.4 of AIA Document A201-2017.

G711™-2018, Architect’s Field Report

The architect’s project representative can use this standard form to maintain a concise record of periodic site visits or, in the case of a full-time project representative, a daily log of construction activities. Observations, including known deviations from the contract documents and from the most recent construction schedule submitted by the contractor, as well as defects and deficiencies observed in the work, align with the architect’s reporting obligations to the owner specified in the B101-2017, Owner-Architect Agreement. Pursuant to that agreement, the architect is not required to make exhaustive or continuous on-site inspections to check the quality or quantity of the work.

G712™-1972, Shop Drawing and Sample Record

AIA Document G712-1972 is a standard form by which the architect can log and monitor shop drawings and samples. The form allows the architect to document receipt of the contractor’s submittals, subsequent referrals of the submittals to the architect’s consultants, action taken, and the date returned to the contractor. G712-1972 can also serve as a permanent record of the chronology of the submittal process.

G714™-2017, Construction Change Directive

AIA Document G714-2017 is a directive for changes in the work for use where the owner and contractor have not agreed on proposed changes in the contract sum or contract time. G714 should be used to direct changes in the work which, if not expeditiously implemented, might delay the project. Upon receipt of a completed G714, the contractor must promptly proceed with the change in the work described therein. 

G715™-2017, Supplemental Attachment for ACORD Certificate of Insurance 25

AIA Document G715-2017 is intended for use in adopting ACORD Form 25 to certify contractor insurance coverages required under standard form AIA agreements. Because the ACORD certificate does not have space to show all coverages required in standard form AIA agreements, the supplemental attachment form should be completed, signed by the contractor’s insurance representative, and attached to the ACORD certificate.

Note: Some states regulate documents that are used to verify the existence of insurance.  Check the laws of your state before using, or requiring the use of, this form. G715-2017 was approved for use in the State of New York on October 5, 2018.

G716™-2004, Request for Information (RFI)

AIA Document G716™-2004 provides a standard form for an owner, architect, and contractor to request further information from each other during construction. The form asks the requesting party to list the relevant drawing, specification or submittal reviewed in attempting to find the information. Neither the request nor the response received provides authorization for work that increases the cost or time of the project.

G732™-2019, Application and Certificate for Payment, Construction Manager as Adviser Edition

AIA Document G732-2019 serves the same purpose as G702-1992. The standard form AIA Document G703-1992, Continuation Sheet, is appropriate for use with G732-2019.

G733™-2019, Construction Change Directive, Construction Manager Adviser Edition

AIA Document G733-2019 serves the same purpose as AIA Document G714-2017, except that this document expands responsibility for signing construction change directives to include both the architect and the construction manager.

G734™-2019, Certificate of Substantial Completion, Construction Manager Adviser Edition

AIA Document G734-2019 serves the same purpose as AIA Document G704-2017, except that this document expands responsibility for certification of substantial completion to include both the architect and the construction manager. G734 is also tailored to the project where there is more than one prime contractor.

G736™-2009, Project Application and Project Certificate for Payment, Construction Manager as Adviser Edition

Use G736-2009 with AIA Document G737-2009, Summary of Contractors’ Applications for Payment. These forms are designed for a project where a construction manager is employed as an adviser to the owner, but not as a constructor, and where multiple contractors have separate, direct agreements with the owner. Each contractor submits separate G732 and G703 payment application forms to the construction manager‐adviser, who collects and compiles them to complete G736-2009. AIA Document G737-2009 serves as a summary of the contractors’ applications with totals being transferred to G736-2009. The construction manager‐adviser can then sign G736, have it notarized, and submit it along with the G737 to the architect. Both the architect and the construction manager must certify the payment amount. 

G737™-2009, Summary of contractors’ Applications for Payment, Construction Manager as Adviser Edition

Use AIA Document G736-2009 with G737-2009, Summary of Contractors’ Applications for Payment. These forms are designed for a project where a construction manager is employed as an adviser to the owner, but not as a constructor, and where multiple contractors have separate, direct agreements with the owner. Each contractor submits separate G703 and G732 payment application forms to the construction manager‐adviser, who collects and compiles them to complete AIA Document G736- 2009. AIA Document G737-2009 serves as a summary of the contractors’ applications with totals being transferred to G736. The construction manager‐adviser can then sign G736, have it notarized, and submit it along with the G737 to the architect. Both the architect and the construction manager must certify the payment amount.

G741™-2015, Change Order for a Design‐Build Project

AIA Document G741-2015 is for implementing changes in the work agreed to by the owner and design-builder. Execution of a completed G741-2015 indicates agreement upon all the terms of the change, including any changes in the contract sum (or guaranteed maximum price) and contract time. The form provides space for the signatures of the owner and design-builder, and for a complete description of the change.

G742™-2015, Application and Certificate for Payment for a Design‐Build Project

AIA Document G742-2015, Application and Certificate for Payment for a Design-Build Project, and G743-2015, 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. The forms require the design-builder 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. AIA Document G743-2015 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the design-builder as required by Section 9.2 of AIA Document A141-2014. Note: The AIA does not publish a standard schedule of values form.

G742C™-2015, Application and Certificate for Payment for a Design‐Build Project, Contractor Variation

AIA Document G742C-2015 modifies document G742-2015 for use by contractor’s submitting an application for payment to the design-builder. Modifications to G742-2015 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out.

G742S™-2015, Application and Certificate for Payment for a Design‐Build Project, Subcontractor Variation

AIA Document G742S-2015 modifies document G742-2015 for use by subcontractors submitting an application to a contractor on a design-build project. Modifications to G742-2015 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out.

G743™-2015, Continuation Sheet for a Design‐Build Project

AIA Document G742-2015, Application and Certificate for Payment for a Design-Build Project, and G743-2015, 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. The forms require the design-builder 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. AIA Document G743-2015 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the design-builder as required by Section 9.2 of AIA Document A141-2014.

G743C™-2015, Continuation Sheet for a Design‐Build Project, Contractor Variation

AIA Document G743C-2015 modifies document G743-2015 for use by contractor’s submitting an application for payment to the design-builder. Modifications to G743-2015 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out.

G743S™-2015, Continuation Sheet for a Design‐Build Project, Subcontractor Variation

AIA Document G743S-2015 modifies document G743-2015 for use by subcontractors submitting an application to a contractor on a design-build project. Modifications to G743-2015 are shown as tracked changes revisions—that is, additional material is underlined; deleted material is crossed out.

G744™-2014, Certificate of Substantial Completion for a Design‐Build Project

Because of the nature of design-build contracting, the project owner assumes many of the construction contract administration duties performed by the architect in a traditional project. Because there is not an architect to certify substantial completion, AIA Document G744-2014 requires the owner to inspect the project to determine whether the work is substantially complete in accordance with the design-build document and to identify the date when it occurs. G744-2014 is a variation of document G704 and provides a standard form for the owner to certify the date of substantial completion.

G745™-2015, Change Directive for a Design‐Build Project

AIA Document G745-2015 is a directive for changes in the work for use where the owner and design-builder have not reached an agreement on proposed changes in the contract sum or contract time. G745-2015 was developed as a directive for changes in the work which, if not expeditiously implemented, might delay the project. Upon receipt of a completed G745, the design-builder must promptly proceed with the change in the work described therein, unless the design-builder determines the applicable building codes or other regulatory requirements, including those related to health, safety, and welfare, preclude implementation of the change.

G801™-2017, Notice of Additional Services

AIA Document G801-2017 is intended to be used by an architect when notifying an owner of additional services pursuant to the AIA’s owner/architect agreements, such as B101-2017. G801-2017 replaces AIA Document G801‐2007, Notice of Amendment to the Professional Services Agreement.

G802™-2017, Amendment to the Professional Services Agreement

AIA Document G802-2017 is intended to be used when amending the AIA’s owner/architect agreements, such as B101-2017, to provide changes in the architect’s scope, compensation, or other terms.

G803™-2017, Amendment to the Consultant Services Agreement

AIA Document G803-2017 is intended for use when amending the AIA’s architect‐consultant agreement, C401-2017, to provide changes in the consultant’s scope, compensation, or other terms.

G804™-2001, Register of Bid Documents

AIA Document G804-2001 serves as a log for bid documents while they are in the possession of contractors, subcontractors, and suppliers during the bidding process. The form allows tracking by bidder of documents issued, deposits received, and documents and deposits returned. G804-2001 is particularly useful as a single point of reference when parties interested in the project call for information during the bidding process.

G808™-2017, Project Directory and Design Data Summary

AIA Document G808 can be used by the architect to record pertinent information about the project throughout design and construction. The architect can use G808 to (a) maintain a directory of project participants, (b) record code information and calculations, and (c) track regulatory approvals. G808 should be completed piece by piece as a project progresses and should be periodically reviewed to ensure the accuracy and relevance of the information. The attached construction classification worksheet can be used to supplement G808. G808‐2017 replaces AIA Documents G806‐2001, Project Parameters Worksheet; G807‐2001, Project Team Directory; and G808‐2001, Project Data. 

G809™-2001, Project Abstract

AIA Document G809-2001 establishes a brief, uniform description of project data to be used in the tabulation of architect marketing information and firm statistics. The intent is to provide a single sheet summary where information can be sorted, compiled, and summarized to present a firm’s experience. Information compiled in G809-2001 can support planning for similar projects and answer questions pertaining to past work.

G810™-2001, Transmittal Letter

AIA Document G810-2001 allows for the orderly flow of information between parties involved in the design and construction phase of a project. It serves as a written record of the exchange of project information and acts as a checklist reminding the sender to tell the recipient what exactly is being sent, how the material is being sent, and why it is being sent.

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