Instructions: B221™–2018, Service Order for use with Master Agreement Between Owner and Architect

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

Synopsis. 

AIA Document B221–2018 is a Service Order that provides the Architect’s scope of services, and other terms pertinent to the 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 AIA Document 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. For all document details and a record of changes, see the summary  »

 

Using B221–2018.

Cover Page

Service Order Number. In order to better identify each Service Order the cover page has a fill point that allows the parties to include a Service Order number. In general, the parties should assign a sequential number to each subsequent Service Order to aid in identification of each Service Order.

Date. The date represents the date the Service Order becomes effective. It may be the date an original oral agreement on the Service Order was reached, the date the Service Order was originally submitted to the Owner, the date authorizing action was taken or the date of actual execution. 

Parties. Parties to the Service Order should be identified using the full address and legal name under which the Service Order is to be executed, including a designation of the legal status of both parties (sole proprietorship, partnership, joint venture, unincorporated association, limited partnership or corporation [general, limited liability, closed or professional], etc.). Where appropriate, a copy of the resolution authorizing the individual to act on behalf of the firm or entity should be attached. Other information may be added, such as telephone numbers and electronic addresses.

Architect. The Architect’s full legal or corporate title should be used.

Project. The Project for which the services will be provided should be described in sufficient detail to identify (1) the official name or title of the facility; (2) the location of the site; and (3) a brief description of the Project, including the proposed building usage, size, and capacity or scope.

The Service Agreement. The date on the cover page of the Master Agreement under which the Service Order is executed should be included. This will identify the appropriate Master Agreement to which this Service Order applies. In the event the parties entered into more than one Master Agreement on a given date, other identifying information should be included. The Service Order, together with the Master Agreement, form the Service Agreement.

Article 1 – Initial Information

§ 1.1 The parties should take care to be as explicit and detailed as possible with respect to the relevant Initial Information.

Article 2 – Services Under this Service Order

§ 2.1.1 Insert a detailed description of the Architect’s Basic Services under the Service Order. Where the Architect’s Basic Services are described in an exhibit, identify the exhibit. 

§ 2.1.2 Insert a detailed description of any services that will be considered Additional Services under the Service Order. These services are in addition to or modify the Additional Services listed in Section 4.2 of B121–2018. 

Article 3 – Date of Commencement and Substantial Completion

§ 3.1 The parties must set forth the Owner’s anticipated dates for commencement of construction and Substantial Completion as those dates are to be incorporated into the Architect’s initial schedule for the Architect’s services. 

Article 4 – Compensation

§ 4.1 Describe the basis of computing compensation for the Architect’s Basic Services under the Service Order. Several different methods may be used for various services on a particular project. When more than one method of compensation is used, each method should be referenced to the appropriate services. For a detailed discussion of compensation methods, refer to the Instructions to AIA Document B101™–2017, Standard Form of Agreement Between Owner and Architect.

§ 4.2 Where the Architect’s compensation for Additional Services differs from that set forth in the Master Agreement, insert the basis of compensation for Additional Services that may arise during the course of the Project.

§ 4.3 Where the Architect’s compensation for Reimbursable Expenses differs from that set forth in the Master Agreement, insert the basis of compensation for Reimbursable Expenses.

Article 5 – Insurance 

§ 5.1 Where the Architect is required to provide insurance other than what is required in the Master Agreement, insert the type and limits of insurance.

§ 5.2 Where the Architect is required to provide insurance in addition to that required in the Master Agreement, insert the type and limits of insurance.

Article 6 – Party Representatives

§ 6.1 Identify the name, title and other identifying information of the individual authorized to act on the Owner’s behalf with respect to the Service Order. This may be the same or a different individual than the representative authorized to act on the Owner’s behalf with respect to, and identified in the Master Agreement. 

§ 6.2 Identify the name, title and other identifying information of the individual authorized to act on the Architect’s behalf with respect to the Service Order. This may be the same or a different individual than the representative authorized to act on the Architect’s behalf with respect to, and identified in the Master Agreement. 

Article 6 – Attachments and Exhibits

Identify other attachments or exhibits that are incorporated as part of the Service Order.

 

Executing the agreement.

Persons executing AIA Document B221–2018 should indicate the capacity in which they are acting (i.e., president, secretary, partner, etc.) and the authority under which they are executing the Service Order. Where appropriate, a copy of the resolution authorizing the individual to act on behalf of the firm or entity should be attached.

 

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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