Instructions: B205™–2017, Standard Form of Architect’s Services for Historic Preservation

Synopsis. 

B205 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 AIA Document G802™–2017, 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. For all document details and a record of changes, see the summary  »

 

Using B205–2017.

Cover Page.

Project. Describe the Project by including (1) the official name or title of the facility, and (2) the location or address, if known.

Parties. State the names and addresses of the parties exactly as they are identified in the Owner-Architect agreement into which this scope of services document is incorporated, or to which it provides the scope of services for an amendment.

Date. Provide the date of the existing Owner-Architect Agreement. Providing that date will assist in identifying this scope of services document with the existing owner-architect agreement being modified.

Article 1 – Initial Information.

Initial Information is an important aspect of this document. It allows the parties to commit expectations about the Historic Preservation Services to writing. The parties should complete the sections in this Article as thoroughly as possible. In particular, the parties should (1) identify the Owner’s Historic Preservation Goals or Objectives in Section 1.1.1, (2) identify the Owner’s anticipated design and construction milestone dates in Section 1.1.2, (3) list the Architect’s consultants in Section 1.1.3, and (4) list other relevant Initial Information in Section 1.1.4.

§ 2.8 Historic Preservation Services. Before completing B205–2017, the Owner and Architect will need to agree upon the scope of Historic Preservation services required for the Project. The Architect can assist the Owner by reviewing with the Owner the services listed in this table. The list offers a broad, but not exhaustive listing of possible Historic Preservation services and can serve as a discussion guide in establishing the final scope of services. The Architect and Owner should complete the table by indicating whether the listed services will be provided and, if so, by whom. The Architect shall not perform any listed service unless specifically designated in the Responsibility column of the table.

§ 2.9.2.6 Façade Assessment. Identify the building facades that will be included in the Façade Assessment.

§ 2.9.2.7 Exploratory Demolition. Identify portions of the building to be removed by exploratory demolition and the purpose of each demolition.

§ 2.9.2.8 Material Testing. Identify materials to be tested and tests to be performed.

§ 2.9.2.12 Paint Analysis. Identify areas of paint to be analyzed.

§ 2.9.3.6 Grant Proposals. Identify grant proposals for which the Architect will provide preparation assistance.

§ 2.9.3.8 Preliminary Design. Identify deliverables, such as plans, elevations, sections, or outline specifications, that the Architect will provide as part of the Preliminary Design.

§ 2.9.4.1 State and Local Preservation Programs. Identify state or local historic designations, tax incentives, or other programs for which the Architect will provide submission assistance.

§ 2.9.4.2 Historic Preservation Tax Incentives. Identify tax incentives for which the Architect will provide submission assistance.

§ 3.2 Additional Services. Insert an agreed-upon number in each of the spaces provided.

 

Important.

Modifications. Particularly with respect to professional or contractor licensing laws, building codes, taxes, monetary and interest charges, arbitration, indemnification, format and font size, AIA Contract Documents may require modification to comply with state or local laws. Users are encouraged to consult an attorney before completing or modifying a document.

Reproductions. This document is a copyrighted work and may not be reproduced or excerpted from without the express written permission of the AIA. There is no implied permission to reproduce this document, nor does membership in The American Institute of Architects confer any further rights to reproduce this document. For more information, see the document footer and the AIA Contract Documents® Terms of Service.

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