Object XMLDocument

Document G601
TM
1994 Instructions
Request for Proposal - Land Survey
AIA Document G601 1994. Copyright 1972, 1979 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or
any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail
The American Institute of Architects legal counsel, copyright@aia.org.

GENERAL INFORMATION

Purpose. AIA Document G601 is intended to be used initially as a Request for Proposal and subsequently may form
the agreement between the Owner and Land Surveyor for land surveying services. The Request for Proposal enables the
Owner, in consultation with the Architect, to furnish the Land Surveyor with specific requirements for the Project site
survey. The Owner and Land Surveyor may each incorporate attachments to G601, so long as they are appropriately
referenced therein. When signed by both parties, G601 becomes the agreement between Owner and Land Surveyor.
Therefore, the Owners signature should only be applied after thorough review of any modifications and attachments
provided by the Land Surveyor.

This document has important legal consequences; consultation with an attorney is encouraged with respect to its
completion or modification.

Related Documents. Under the AIA documents and many other design professional agreements, the Owner is normally
responsible for engaging the services of a Land Surveyor in order to obtain information on the Project site when such
information is deemed necessary by the Architect. Related AIA documents include:

B141, Standard Form of Agreement Between Owner and Architect
B141/CMa, Standard Form of Agreement Between Owner and Architect--Construction Manager-Adviser (CMa) Edition
B151, Abbreviated Owner-Architect Agreement Form for Construction Projects of Limited Scope
B163, Standard Form of Agreement Between Owner and Architect for Designated Services
B181, Standard Form of Agreement Between Owner and Architect for Housing Services

Use of Non-AIA Forms. If a combination of AIA documents and non-AIA documents is to be used, particular care
must be taken to achieve consistency of language and intent. If there are any significant omissions, additions or
variances from the terms of similar standard AIA forms, both legal and insurance counsel should be consulted.

Letter Forms of Agreement. Letter forms of agreement are generally discouraged by the AIA, as is the performance of
a part or the whole of professional services based on oral agreements or understandings. The standard AIA agreement
forms have been developed through more than eighty years of experience and have been tested repeatedly in the courts.

Use of Current Documents. Prior to using any AIA document, the user should consult the AIA, an AIA component
chapter or a current AIA Documents List to determine the current edition of each 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.

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G601, but
only for use in connection with a particular project. The AIA will not permit reproduction outside of the limited license
for reproduction granted above, except upon written request and receipt of written permission from the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the
End User License Agreement (EULA).

To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects' legal counsel,
copyright@aia.org.

CHANGES FROM THE PREVIOUS EDITION

Format Changes
Whereas the 1979 edition of G601 was entitled "Land Survey Agreement", the 1994 edition has been retitled to more
accurately reflect its use in practice. One key change in format is the introduction of options allowing the user to specify
measurement in metric units.

1


Document, or
Changes in Content
Article 1: General Provisions. This article, formerly titled Terms and Conditions, has been retitled as shown. In addition,
the heading Land Survey Agreement has been replaced by Land Survey Proposal, so as to clarify the nature of the G601
document prior to execution by both parties.

Article 2: Property Information Provided By Owner. Formerly titled General Instructions, Article 2s new designation
reflects its focus on Owner-supplied data. The paragraph on Accuracy Standards has been moved to Article 1; provisions
relating to Drawing Requirements now form the new Article 3, and are described below.

Article 3: Drawing Requirements. This article clarifies drawing requirements and expands upon the measurement
criteria that may be required for data collection. Please note that National Vertical Geodetic Datum is a national datum
reference commonly used for survey work.

Article 4: Land (Boundary) Survey Requirements. The checklist has been modified and expanded to clarify
requirements and more thoroughly define options. Sections 4.9 and 4.10 now require investigation by the Surveyor to
determine planned rights-of-way and street widenings.

Article 5: Topographical Survey Requirements. The checklist in this article has also been modified and expanded to
clarify requirements and more thoroughly define options. Several options have been grouped together under the general
heading of "utility information". Additional options allow the Owner to request descriptions of natural features and
locations of soil contaminations when such contaminations have been identified by a geotechnical engineer or other
qualified party under separate arrangement with the Owner.

Articles 7 & 8: Attachments by Owner/Land Surveyor. With regard to the attachments provided by both parties, the
phrase "incorporated by reference below" has been added to clearly indicate that these documents are in and of the
nature of the proposal/agreement, and are being made a part thereof. Article 8 terminology has also been revised to
reflect possible inclusion of separate "terms and conditions", while the term "proposal" has been deleted from the
description of potential attachments.

Articles 9 & 10: Submission/Acceptance of the Proposal. The method of execution has been more clearly defined
through differentiation of the Submission and Acceptance signature blocks into two separate articles. In addition,
Article 9 now stipulates that any proposed deviations from the Owners requirements be clearly identified by the
Surveyor.

COMPLETING THE G601 FORM

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.

In a purchased paper AIA Contract Document, necessary modifications may be accomplished by writing or typing the
appropriate terms in the blank spaces provided on the document, or by attaching Supplementary Conditions, special
conditions or referenced amendments.

Modifications directly to purchased paper AIA Contract Documents may also be achieved by striking out language.
However, care must be taken in making these kinds of deletions. Under NO circumstances should standard language be
struck out to render it illegible. For example, users should not apply blocking tape, correction fluid or Xs that would
completely obscure text. Such practices may raise suspicion of fraudulent concealment, or suggest that the completed
and signed document has been tampered with. Both parties should initial handwritten changes.

Using AIA software, modifications to insert information and revise the standard AIA text may be made as the software
permits.

By reviewing properly made modifications to a standard AIA Contract Document, parties familiar with that document
can quickly understand the essence of the proposed relationship. Commercial exchanges are greatly simplified and
expedited, good faith dealing is encouraged, and otherwise latent clauses are exposed for scrutiny.

AIA Contract Documents may not be retyped or electronically scanned. Retyping can introduce typographic errors and
cloud legal interpretation given to a standard clause. Furthermore, retyping and electronic scanning are not permitted
under the user's limited license for use of the document, constitute the creation of a derivative work and violate the
AIA's copyright.

2


Document, or
General Procedures for Initiating the Request for Proposal
Step 1: Consult Owner-Architect Agreement. The Owner and Architect should consult the applicable provisions of their
agreement to verify who will be responsible for furnishing the services of the Land Surveyor. As noted in the Related
Documents section of this Instruction Sheet, the AIA standard forms of agreement typically allocate this responsibility
to the Owner. In such instances, the Architect should not engage the Surveyor, negotiate with the Surveyor, or authorize
the Surveyor to perform or omit work.

Step 2: Determine Need for Services. The Architect, in consultation with the Owner, should determine the need for a
survey of the site through the study of site photographs, visits to the site or such other means as may be available. The
Architect should determine whether information thus obtained appears to be up-to-date, relevant and adequate for the
Project.

Step 3: Determine Extent of Services. The Architect should determine the extent of services required for the Project.
Care must be taken to request data that will adequately reflect the topology and boundaries of the site while avoiding
the expense of obtaining unnecessary information. Caution: An existing boundary survey may still be accurate, though
the sites topologic information may have changed. Surveying costs are often in direct proportion to the degree and
extent of detail requested. Although adequate, up-to-date information is essential, the Owner is best served by avoiding
requests for unnecessary data.

Technical Considerations: Aerial surveys should be considered for sites of 20 acres or more in circumstances where
topographical information is desired. A ground survey can supplement the aerial survey as planning identifies and
localizes the need for more detailed information. Multiple survey criteria may be described in the event that differing
degrees of accuracy and detail are indicated. More than one drawing presented at differing scales may be appropriate.
Where planned improvements are to occupy only a small part of the site, submit a preliminary plan to the Surveyor that
distinguishes areas requiring significant detail from those that do not and provide appropriate instructions.

Requesting the location and identification of trees on unaffected portions of the site can unnecessarily result in a
significant increase in survey cost where large numbers of trees are involved. It should also be noted that trees under
three inches in diameter are almost impossible for a Surveyor to identify in the absence of seasonal foliage.

Step 4: Initiate the Request for Proposal. When the need for and extent of land survey services is determined, the
Architect may request that the Owner obtain these services. If the Owner requests the Architect to assist in the
procurement of land survey services, the Architect may directly issue AIA Document G601 to the Land Surveyor
designated by the Owner. Upon response to the Request for Proposal by the Land Surveyor, a careful evaluation is
typically performed to verify that the response meets established criteria.

Prior to the Owner or Architect forwarding AIA Document G601 to the Land Surveyor, substantial portions of the
document should be completed so as to provide the Surveyor with a clear indication of the scope of services upon
which the proposal should be based, as well the requirements of any future agreement that may result. THE OWNER
SHOULD NOT SIGN THE DOCUMENT AT THIS TIME. Upon receipt, the Surveyor will complete the remainder of
the document, provide any attachments, sign three originals and return them to the Owner or Architect.

Cover Page
Date: The date on the first page is usually the date when the document is prepared by the Owner or Architect and sent
to the Land Surveyor. Conversely, the last page provides spaces for inserting the proposal date and the acceptance date
under Articles 9 and 10, respectively. It is likely that all of these dates will be different.

Identification of Parties: Parties to this Proposal should be identified using the full address and legal name under
which the future Agreement may be executed, including a designation of the legal status of both parties (sole
proprietorship, general partnership, joint venture, unincorporated association, limited partnership or corporation
[general, close 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. The identification of the Architect and the Architects project number is
for information only, since the Architect is not a party to the future Agreement. Since the parties may also wish to direct
this document to the attention of the appropriate person in the Architects office, a space is provided for this purpose.

Project: The proposed Project should be described by its official name or title and the location of the site. More
detailed information should be provided under Article 2: Property Information Provided by Owner.
Request for Proposal: Insert the number of calendar days during which the Surveyors proposal will be open for
acceptance by the Owner.

3


Document, or
Article 1: General Provisions
1.1: Insert the number of calendar days allocated to the Land Surveyor to complete the investigation, subject to any
limitations or extensions stated elsewhere in the proposal.

1.2: Check box(es) as required to indicate method(s) of compensation, or insert other specific terms as required.

1.3: Payment provisions and billing procedures may be designated either by the Owner or by the Land Surveyor. A
due date for payments is typically established along with the other payment provisions.

1.4: The Land Surveyor should enter the amounts and limits of liability provided by current insurance coverage.

1.8: The Land Surveyor is asked to recommend accuracy limits based on professional experience.

Article 2: Property Information Provided by Owner
2.1: The Legal Description is a written description deemed legally sufficient to locate and identify a particular parcel
of land. This description is normally found on the deed to the property and may also appear in official records.

2.2: The Common Description is the name by which the property is commonly known, such as The Highland, or its
street address, such as 144 North Beacon Street.

2.3: Mark the appropriate box to indicate the means by which the Surveyor will be permitted access to the site. Enter
access criteria and prerequisites, if any.

Article 3: Drawing Requirements
Indicate acceptable standards for survey drawings and attendant information required thereon by checking the
appropriate boxes and inserting specific measurement criteria as required. Note that selection of measurement method
(imperial vs. metric) may determine the nature of information to be provided elsewhere in the document.

Article 4: Land (Boundary) Survey Requirements
Check appropriate boxes to indicate the scope of services required for the Project. If the last sub-option box is checked
in Section 4.5, insert a figure representing the extent of adjacent property to be included, and indicate measurement in
either feet or meters by striking through the method not chosen.

Article 5: Topographical Survey Requirements
Check the appropriate box(es) to specify the data and reports on site topology required for the Project. Again, note that
measurements are to be provided in metric units if that option is selected in Section 3.1.

Article 6: Additional Requirements
Add a description of additional requirements, if any.

Article 7: Attachments by Owner
List the attachments furnished by the Owner as described in Sections 2.1, 2.2 and 2.3, and any other documents that
may be required.

Article 8: Attachments by Land Surveyor
The Land Surveyor should list any attachments to this document.

Submission and Acceptance of Proposal
The nature of AIA Document G601 is somewhat unique, in that at the outset, it is a Request for Proposal (RFP)
submitted by the Owner to the Land Surveyor. At the time of submission, the Owner should not sign the document, but
should ensure that all supporting documentation is referenced and attached. The Land Surveyor may then add
attachments, terms and conditions, enumerate any other modifications, clearly indicate proposed deviations from the
Owners requirements, sign and date the document in triplicate and return these to the Owner for review. If the terms of
the Proposal--together with any modifications and additions--are acceptable, the Owner then signs and dates all three
documents, forwards one each to the Land Surveyor and Architect, and retains one record copy.

4
Document G601
TM
1994
Request for Proposal - Land Survey

AIA Document G601 1994. Copyright 1972, 1979 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This
AIA


Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible
under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract
Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

1

PROJECT: (Name and address) DATE: SURVEYOR
OWNER
ARCHITECT

OWNER: (Name and Address) ATTENTION: (In Architect's office)

SURVEYOR: (Name and Address)

ARCHITECT: (Name and Address) ARCHITECT'S PROJECT NUMBER:

REQUEST FOR PROPOSAL

The Owner requests the Surveyor to submit to the Owner a proposal for a Land Survey of the property described below.

The Surveyor shall submit the proposal by attaching hereto (and identifying in Article 8) the material required, and
returning three signed copies of this document to the Owner. The Surveyor shall include with the proposal a statement
defining any proposed deviations from the requirements of this document, including additions, deletions, exceptions and
revisions.

If the Owner accepts the proposal, all three copies of this document will be signed by the Owner; one will be returned to
the Surveyor and one to the Architect. Upon execution and receipt by both parties, this document and all attachments
listed in Articles 6, 7 and 8 shall form the Agreement between the Owner and the Surveyor.

The Surveyor shall hold the proposal open for acceptance by the Owner for a period of
( ) calendar days after the date of submittal to the Owner.

LAND SURVEY PROPOSAL

ARTICLE 1 GENERAL PROVISIONS
1.1 TIME
1.1.1 Subject to any limitations stated in this proposal, the specified Land Survey shall be completed and the
drawing(s) and report(s) delivered to the Owner and the Architect within ( ) calendar
days after written authorization to proceed is received, barring circumstances beyond the Surveyor's control that force a
delay. In such instance, the Surveyor will inform the Owner of the cause of the delay.

1.2 COMPENSATION
1.2.1 The Surveyor shall attach the lump sum fee or rate and price schedule information or both to this proposal. The
cost of the Land Survey (including the furnishing of all materials, surveying equipment and computers, labor and any
required insurance) shall be based upon the method(s) checked below:

a stipulated sum for all services based on this proposal, with adjustments to the stipulated sum being computed
in accordance with the Surveyor's attached rate schedule if changes in the work are authorized;
OR
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charges computed in accordance with the Surveyor's current attached rate schedule which shall include a lump
sum for mobilization, demobilization, travel and per diem expenses, stating the maximum amount of cost that
will be incurred without prior written authorization by the Owner;

OR

as specified below.

1.3 BILLING AND PAYMENT
1.3.1 Billing for the survey shall be as checked below:

to the Owner's address above, with a copy to the Architect;

OR

to the Owner in care of the Architect, in duplicate, at the Architect's office address.

1.3.2 Payment shall be made as follows:
(Here insert payment provisions.)

1.4 INSURANCE
1.4.1 The Surveyor shall provide and maintain insurance coverage for claims under Workers' Compensation Acts;
claims for damages because of bodily injury, including personal injury, sickness or disease, or death of employees or of
any other person; and from claims for damages because of injury to or destruction of tangible property, including loss of
use resulting therefrom. The Surveyor's proposal shall state the coverages and limits of liability of professional liability
insurance that will be maintained for protection from claims arising out of the performance of professional services.
Certificates of Insurance evidencing the above coverages shall be made available at the Owner's request.

1.5 PROTECTION OF PROPERTY
1.5.1 The Surveyor shall contact the Owner for information regarding the site and shall take all reasonable precautions
to prevent damage to property, visible and concealed, and shall reasonably restore the site to the condition existing prior
to the Surveyor's entry, including, but not limited to, repair of lawns and plantings.

1.6 QUALIFICATIONS
1.6.1 All services shall be performed by qualified personnel under the supervision of a professional licensed or
otherwise qualified by the state to practice land surveying, and the document(s) submitted shall bear the Surveyor's seal
and statement to that effect.

1.7 USE OF SURVEYOR'S DRAWINGS
1.7.1 It is understood that the Owner, or the Architect on the Owner's behalf, may reproduce the Surveyor's drawings
without modification and distribute the prints in connection with the use or disposition of the property without incurring
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obligation for additional compensation to the Surveyor. The original drawings shall remain the property of the
Surveyor.

1.8 ACCURACY STANDARDS
1.8.1 Precision of the survey shall be based on the positional accuracy concept. The Surveyor shall recommend in the
proposal positional accuracy limits and error of closure limits for the property being surveyed.

ARTICLE 2 PROPERTY INFORMATION PROVIDED BY OWNER
2.1 LEGAL DESCRIPTION:
(Insert legal description of the property and attach supporting data.)

See attachments, if any, identified in Article 7.

2.2 COMMON DESCRIPTION:
(Insert property name and address.)

See attachments, if any, identified in Article 7.

2.3 PROPERTY LINES AND ACCESS
2.3.1 Property lines and means of access are shown on the attached drawings, identified in Article 7. Site access is
provided by the arrangement checked below:

The Owner has title to this property and the right of entry for this survey.

The Owner has secured permission from the present owner and tenant for entry to the property for this survey,
subject to the following conditions:

The present owner is:

The present tenant is:

Other conditions:

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The Surveyor shall contact the following person(s) in order to schedule site access and make necessary
arrangements:
(Insert names, addresses and telephone numbers, if any.)

As otherwise specified below.

ARTICLE 3 DRAWING REQUIREMENTS
Requirements for land survey drawings are as indicated below.

3.1 Drawings shall note all dimensions and elevations in:

imperial units at scale.

metric units at scale.

3.2 Drawing sheets shall be trim size x with left binding edge and
borders.

3.3 Show NORTH arrow and locate magnetic North:

directed to the top of the sheet;

OR

as specified below.

3.4 Include legend of symbols and abbreviations used on the drawing(s).

3.5 Spot elevations on paving or other hard surfaces shall be to the nearest .01 foot; on other
surfaces, to the nearest .10 foot. If required by Section 3.1, use equivalent metric units.

3.6 Boundary and topographic information, where both are required, shall be on the same drawing unless
otherwise requested by the Architect.

3.7 State elevation datum on each drawing:

use National Vertical Geodetic Datum (NVGD) 1929 and give location of benchmark used;

OR

use assumed elevation at ;
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OR

use official town datum;

OR

as specified below.

3.8 Furnish to the Architect one reproducible transparency and three prints of each drawing. The Surveyor
shall sign and seal each drawing and shall state that to the best of the Surveyor's knowledge, information and
belief, all information thereon is true and accurately shown.

ARTICLE 4 LAND (BOUNDARY) SURVEY REQUIREMENTS
Survey requirements shall be established as indicated below.

4.1 Show boundary lines, giving length and bearing (including reference or basis) on each straight line;
interior angles, radius, point of tangency and length of curved lines. Unless otherwise prohibited by law, where
no monument exists, set permanent iron pin (monument) or other suitable permanent monument at property
corners; drive pin adequately into ground to prevent movement and mark with wood stake; state on the
drawing(s) whether corners were found or set and describe each.

4.2 Furnish a legal description that conforms to the record title boundaries. Prior to making this survey and
insofar as is possible, the Surveyor shall acquire data including, but not limited to, deeds, maps, certificates or
abstracts of title, section line and other boundary line locations in the vicinity.

Reconcile any discrepancies between the survey and the recorded legal description.

4.3 Give area in square feet if less than one acre; in acres (to .001 acre) if over one acre. If required by
Section 3.1, use equivalent metric units.

4.4 Note identity, jurisdiction and width of adjoining streets and highways, width and type of pavement.
Identify street monuments and show distance to the nearest intersection.

4.5 Plot location of structures on the property. Dimension to property lines and other buildings. Note vacant
parcels as VACANT. Describe building materials and note number of stories.

Dimension perimeters in feet and inches to nearest 1/2 inch;

OR

dimension perimeters in feet and decimals to .05 foot;

OR

dimension perimeters in metric units to the nearest millimeter.

Include adjacent property within (indicate feet or meters).

4.6 Show encroachments, including cornices, belt courses, etc., either way across property lines.

4.7 Describe fences and walls and locate them with respect to property lines.

Include identification of party walls.

4.8 Show recorded or otherwise known easements and rights-of-way and identify owners (holders).

4.9 Note planned rights-of-way and the nature of each.
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4.10 Note planned street widenings.

4.11 Show individual lot lines and lot block numbers; show street numbers of buildings if available.

4.12 Show zoning of property. If more than one zone, show the extent of each. Show zoning of adjacent
property and property across the street(s) or highway(s).

4.13 Show building line and setback requirements, if any.

4.14 Give names of owners of adjacent property.

4.15 Other: (Specify)

ARTICLE 5 TOPOGRAPHICAL SURVEY REQUIREMENTS
All lines of levels shall be checked by separate check level lines, or on previous turning points or benchmarks.
Topographical survey requirements shall be established as indicated below. If required by Section 3.1, use equivalent
metric units.

5.1 A minimum of one permanent benchmark on site for each four acres and a description and elevation to
nearest .01 foot.

5.2 Contours at foot intervals; error shall not exceed one-half contour interval.

5.3 Spot elevation at each intersection of a foot square grid covering the property.

5.4 Spot elevations at street intersections and at feet on center of curb, sidewalk and
edge of paving, including far side of paving. If elevations vary from established grades, also state established
grades.

5.5 Plotted location of structures, paving and improvements above and below ground.

5.6 Floor elevations and elevations at each entrance of buildings on the property.

5.7 Utility information. The following information is to be shown based on record information and on surface
evidence. Inadequate record data requiring the surveyor to employ techniques of subsurface exploration to
locate utilities will be an additional service subject to Owner approval.

Location, size, depth and pressure of water and gas mains, central steam and other utilities including,
but not limited to, buried tanks and septic fields serving, or on, the property.

Location of fire hydrants available to the property and the size of the main serving each.

Location, elevation and characteristics of power, cable television, street lighting, traffic control
facilities and communications systems above and below grade.

Location, size, depth and direction of flow of sanitary sewers, combination sewers, storm drains and
culverts serving, or on, the property; location of catchbasins and manholes, and inverts of pipe at
each.
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Name of the operating authority, including contact person and phone number, for each utility
indicated above.

5.8 Mean elevation of water in any excavation, well or nearby body of water.

5.9 Location of flood plain and flood level of streams or adjacent bodies of water.

5.10 Extent of watershed onto the property.

5.11 Location of test borings if ascertainable, and the elevation of the tops of holes.

5.12 Location of trees inches and over (caliper three feet above ground); locate
within one foot tolerance and identify species in English and botanical terms.

5.13 Location of specimen trees flagged by the Owner or the Architect ( in number);
locate to center within six inches tolerance; give species in English and botanical terms, give caliper three feet
above ground and ground elevation on upper slope side.

5.14 Perimeter outline only of thickly wooded areas unless otherwise directed.

5.15 Description of natural features.

5.16 Location(s) of suspected or confirmed soil contamination(s).

5.17 Other: (Specify)

ARTICLE 6 ADDITIONAL REQUIREMENTS
(Describe any additional requirements specific to this Project.)

ARTICLE 7 ATTACHMENTS BY OWNER
(Identify attachments by Owner as described in Sections 2.1, 2.2 and 2.3, and any other documents that are
incorporated by reference below.)
7.1

7.2

7.3

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ARTICLE 8 ATTACHMENTS BY SURVEYOR
(Identify and attach any other terms or conditions, accompanying sketches and any other documents that are
8.1

8.2

8.3

ARTICLE 9 SUBMISSION OF PROPOSAL
By signing this document, the Land Surveyor represents that all appropriate attachments and additions have been made
and that any proposed deviations from the requirements of the Owner's request have been clearly identified.

LAND SURVEYOR PROPOSAL DATE

(Signature) (Month, day and year)

(Printed name and title)

ARTICLE 10 ACCEPTANCE OF PROPOSAL
By signing this document, the Owner accepts the Land Surveyor's proposal, including all attachments listed in Articles
6, 7 and 8 that henceforth shall form the Agreement between the Owner and the Land Surveyor.

OWNER ACCEPTANCE DATE



CAUTION: You should sign an original AIA Contract Document, on which this text appears in RED. An original assures that
changes will not be obscured.

Document G602
TM
1993 Instructions
Request For Proposal - Geotechnical Services


Document, or

GENERAL INFORMATION

Purpose
AIA Document G6021993 is intended to be used initially as a request for proposal and subsequently may form the
agreement between the Owner and Geotechnical Engineer for geotechnical services. The request for proposal enables
the Owner, in consultation with the Architect, to furnish the Geotechnical Engineer with specific requirements for
geophysical information about the Project site. Attachments provided by the Owner upon submission and by the
Geotechnical Engineer prior to return delineate the specific terms and conditions of the agreement, and are to be
incorporated by reference herein. When signed, G6021993 forms the basis of the agreement between Owner and
Geotechnical Engineer. Execution by the Owner, therefore, should only be undertaken after thorough review of any
modifications and attachments provided by the Geotechnical Engineer. Please note that this document is not intended
for use as an agreement between the Architect and Geotechnical Engineer.

Related Documents
Under the AIA Owner-Architect Agreements and many other design professional agreements, the Owner is responsible
for obtaining the services of a Geotechnical Engineer in order to obtain geotechnical information on the Project site
when such information is deemed necessary by the Architect. The B1411997 Owner-Architect Agreement, for
example, addresses negotiated proposals and bidding in Section 2.5. Other related AIA documents are:

B141/CMa1992, Standard Form of Agreement Between Owner and Architect, Construction Manager-Adviser
Edition
B1511997, Abbreviated Standard Form of Agreement Between Owner and Architect
B1631993, Standard Form of Agreement Between Owner and Architect for Designated Services
B1811994, Standard Form of Agreement Between Owner and Architect for Housing Services

Use of Non-AIA Forms
If a combination of AIA documents and non-AIA documents is to be used, particular care must be taken to achieve
consistency of language and intent. If there are any significant omissions, additions or variances from the terms of
similar standard AIA forms, both legal and insurance counsel should be consulted.

Letter Forms of Agreement
Letter forms of agreement are generally discouraged by the AIA, as is the performance of a part or the whole of
professional services based on oral agreements or understandings. The standard AIA agreement forms have been
developed through more than eighty years of experience and have been tested repeatedly in the courts.

Use of Current Documents
Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component to verify the
most recent edition.

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.

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G6021993,
but only for use in connection with a particular project. The AIA will not permit reproduction outside of the limited license


copyright@aia.org.

1
AIA


Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under
the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract

Format Changes
Whereas the 1983 edition of G602 was entitled Geotechnical Services Agreement, the 1993 edition has been retitled
to more accurately reflect its use in practice. The recommendation regarding consultation with an attorney has been
dropped from the documents cover page, but is retained in these instructions.

Changes in Content
Many of the 1983 editions highly specific procedural requirements relating to samples, drawings, and format of reports
have been streamlined to promote ease of use. In addition, the following substantive revisions should also be noted:

Article 1: General Provisions
This article, formerly Terms and Conditions in the 1983 edition, has been retitled, as it is foreseeable that more
detailed terms and conditions may be attached by one or both parties prior to execution. In addition, the heading
Agreement has been replaced by Geotechnical Proposal so as to clarify the nature of the G6021993 document
prior to execution by both parties.

1.4: Insurance
Insurance provisions now stipulate that all required policies be written for at least the minimum limits of liability
required by law.

Articles 9 & 10: Attachments By Owner / Geotechnical Engineer
With regard to the attachments provided by both parties, the phrase incorporated by reference below has been added
to clearly indicate that these documents are in and of the nature of the proposal/agreement, and are being made a part
thereof. Article 10 terminology has also been revised to reflect possible inclusion of terms and conditions, while the
term proposal has been deleted from the description of potential attachments.

Articles 11 & 12: Submission / Acceptance of the Proposal
The method of execution has been more clearly defined through differentiation of the Submission and Acceptance
signature blocks into two separate articles. In addition, Article 11 now stipulates that any proposed deviations from the
Owners requirements be clearly identified by the Geotechnical Engineer.


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.

In a purchased paper AIA Contract Document, necessary modifications may be accomplished by writing or typing the
appropriate terms in the blank spaces provided on the document, or by attaching Supplementary Conditions, special
conditions or referenced amendments.

Modifications directly to purchased paper AIA Contract Documents may also be achieved by striking out language.
However, care must be taken in making these kinds of deletions. Under NO circumstances should standard language be
struck out to render it illegible. For example, users should not apply blocking tape, correction fluid or Xs that would
completely obscure text. Such practices may raise suspicion of fraudulent concealment, or suggest that the completed
and signed document has been tampered with. Both parties should initial handwritten changes.

Using AIA software, modifications to insert information and revise the standard AIA text may be made as the software
permits.

By reviewing properly made modifications to a standard AIA Contract Document, parties familiar with that document
can quickly understand the essence of the proposed relationship. Commercial exchanges are greatly simplified and
expedited, good faith dealing is encouraged, and otherwise latent clauses are exposed for scrutiny.

AIA Contract Documents may not be retyped or electronically scanned. Retyping can introduce typographic errors and
cloud legal interpretation given to a standard clause. Furthermore, retyping and electronic scanning are not permitted
under the user's limited license for use of the document, constitute the creation of a derivative work and violate the
AIA's copyright.

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General Procedures for Initiating the Request for Proposal
Step 1: Consult Owner-Architect Agreement. The Owner and the Architect should consult the applicable provisions of
the Owner-Architect Agreement to verify who will be responsible for furnishing the services of the Geotechnical
Engineer. As noted in the Related Documents section of this Instruction Sheet, the AIA standard forms of agreement
allocate this responsibility to the Owner. In such cases, the Architect should not engage the Geotechnical Engineer,
negotiate with the Geotechnical Engineer, or authorize the Geotechnical Engineer to perform or omit work. These are
the rights and responsibilities of the Owner under the AIA Owner-Architect agreements.

Step 2: Determine Need for Services: The Architect, in consultation with the Owner, should determine the need for an
investigation and analysis of the sites soil through the study of site photographs, visits to the site or such other means
as may be available. The Architect should determine whether the information thus obtained is up-to-date, relevant and
complete.

Step 3: Determine Extent of Services: The Architect, in consultation with the Structural Engineer, should determine the
extent of services required for the Project. Care must be taken to request data that will adequately reflect the
geotechnical characteristics of the site while avoiding the expense of obtaining unnecessary information.

Services of the Geotechnical Engineer may also be required during the Construction Phase, and may include some of
the following:
Observation and testing of footing and pier subgrades in soil, rock and decomposed rock;
Observation and testing of earthwork compaction (materials for earth fill and in-place density testing using
ASTM procedures);
Observation of pile load tests, other field tests and interpretation of test results;
Observation of various types of deep foundation installations, including driven piles, auger cast piles and drilled
piers;
Groundwater flow studies related to dewatering;
Observation and testing of earth and rock anchors; and
Consultation on special problems.

The extent of these services may later be modified after consultation with the Geotechnical Engineer.
Step 4: Initiate the Request for Proposal. When the need for and extent of geotechnical services is determined, the
Architect may request that the Owner obtain these services. The Architect should submit the request in writing and
provide an appropriate number of original G6021993 documents as attachments. If the Owner requests the Architect to
assist in the procurement of geotechnical services, the Architect may issue AIA Document G6021993 directly to the
Geotechnical Engineer designated by the Owner.

Instructions for Specific Completion
Prior to the Owner or Architect forwarding AIA Document G6021993 to the Geotechnical Engineer, substantial
portions of the document should be completed so as to provide the Geotechnical Engineer with a clear understanding of
the scope of services requested. THE OWNER SHOULD NOT SIGN THE DOCUMENT AT THIS TIME. Upon
receipt, the Geotechnical Engineer will complete the remainder of the document, provide any attachments, sign three
originals and return them to the Owner or Architect.

Cover Page
Date: The date on the first page is usually the date when the document is prepared by the Owner or Architect and sent
to the Geotechnical Engineer. Conversely, the last page provides spaces for inserting the proposal date and the
acceptance date under Paragraphs 11 and 12, respectively. It is likely that all of these dates will be different.

Identification of Parties: Parties to this Proposal should be identified using the full address and legal name under
which the future Agreement may be executed, including a designation of the legal status of both parties (sole
proprietorship, partnership, joint venture, unincorporated association, limited partnership or corporation [general, close
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. The identification of the Architect and the Architects project number is for information
only, since the Architect is not a party to the future Agreement. Since the parties may also wish to direct this document
to the attention of the appropriate person in the Architects office, a space is provided for this purpose.

Project: The proposed Project should be described by its official name or title and the location of the site. More
detailed information should be provided under Article 2: Property Information Provided by Owner.
Request for Proposal: Insert the number of calendar days during which the Geotechnical Engineers proposal will be
open for acceptance by the Owner.

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Article 1 General Provisions
1.1 Insert the number of calendar days allocated to the Geotechnical Engineer to complete the investigation, subject to
any limitations or extensions stated elsewhere in the Proposal.

1.2 Check box(es) as required to indicate method(s) of compensation for one or both phases of service, or insert other
specific terms.

1.3 Payment provisions and billing procedures may be designated by either the Owner or the Geotechnical Engineer.
A due date for payments is typically established along with the other payment provisions.

1.4 The Geotechnical Engineer should enter the amounts and limits of liability provided by current insurance
coverage.

Article 2 Property Information Provided by Owner
2.1 The Legal Description is a written description deemed legally sufficient to locate and identify a particular parcel
of land. This description is created by survey and is normally found on the deed to the property.

2.2 The Common Description is the name by which the property is commonly known, such as The Jones Farm, or its
street address, such as 101 North Doe Lane.

2.3 Mark the appropriate box to indicate the means by which the Geotechnical Engineer will be permitted access to
the site.

Article 3 Project Information
3.1 Indicate the extent of information provided to the Geotechnical Engineer by the Owner or the Architect by
checking the appropriate box(es).

Article 4 Sampling and Testing
4.1 Check the first box if an assumed benchmark will be used for the location of the borings. In the adjacent blank
space, insert the location and assumed elevation of the borings.

Article 5 Field and Laboratory Report
5.2 Check the appropriate box(es) to specify the data and reports required for design of the Project by the Architect
and Structural Engineer.

5.3 Check the appropriate box or specify other means to indicate final disposition of the samples.

Article 6 Foundation Engineering Evaluation and Recommendations
6.1 Check the appropriate box(es) to indicate the scope of the Geotechnical Engineers services.

Article 7 Construction Phase Services
Add a description of the services to be provided during construction, if required. Users may wish to consult General
Procedures for Initiating the Request for Proposal in this Instruction Sheet.

Article 8 Additional Requirements
Add a description of additional requirements, if any.

Article 9 Attachments by Owner
List the attachments furnished by the Owner as described in Sections 2.2 and 3.1, and any other documents that may be
required.

Article 10 Attachments by Geotechnical Engineer
The Geotechnical Engineer should list any attachments to this document.

Submission and Acceptance of Proposal
The nature of AIA Document G6021993 is somewhat unique, in that at the outset, it is a request for proposal (RFP)
submitted by the Owner to the Geotechnical Engineer. At the time of submission, the Owner should not sign the
document, but should ensure that all supporting documentation is referenced and attached. The Geotechnical Engineer
may then add attachments, terms and conditions, enumerate any other modifications, sign and date the document in
triplicate and return these to the Owner for review. If the terms of the Proposaltogether with any modifications and
additionsare acceptable, the Owner then signs and dates all three documents, forwards one each to the Geotechnical
Engineer and Architect, and retains one as the record copy.
4
Document G602
TM
1993
Request For Proposal - Geotechnical Services

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PROJECT: (Name and address) DATE: GEOTECHNICAL ENGINEER

OWNER

ARCHITECT

OWNER: (Name and Address) ATTENTION: (In Architect's office)

GEOTECHNICAL ENGINEER: (Name and Address)

ARCHITECT: (Name and Address) ARCHITECT'S PROJECT NUMBER:

REQUEST FOR PROPOSAL
The Owner requests the Geotechnical Engineer to submit to the Owner a proposal for geotechnical investigation and
engineering services for the proposed Project at the property described below.

The Geotechnical Engineer shall submit the proposal by attaching hereto (and identifying in Article 10) the material
required, and returning three signed copies of this document to the Owner. The Geotechnical Engineer shall include
with the proposal a statement defining any proposed deviations from the requirements of this Document, including
additions, deletions, exceptions and revisions.

If the Owner accepts the proposal, all three copies of this document will be signed by the Owner; one will be returned to
the Geotechnical Engineer and one to the Architect. Upon execution and receipt by both parties, this Document and all
attachments listed in Articles 9 and 10 shall form the Agreement between the Owner and the Geotechnical Engineer.

The Geotechnical Engineer shall hold the proposal open for acceptance by the Owner for a period of
( ) calendar days after the date of submittal to the Owner.

GEOTECHNICAL PROPOSAL

ARTICLE 1 GENERAL PROVISIONS
1.1 TIME
1.1.1 Subject to any limitations stated in this proposal, the specified investigation shall be completed and the logs and
report(s) delivered to the Owner and the Architect within ( ) calendar days
after written authorization to proceed is received, barring circumstances beyond the Geotechnical Engineer's control
which force a delay. In such an instance, the Geotechnical Engineer will inform the Owner of the cause of the delay.

1.2 COMPENSATION
1.2.1 The Geotechnical Engineer shall attach the lump sum fee or rate and price schedule information or both to the
proposal. The cost of the geotechnical investigation and engineering services (including the furnishing of all materials,
apparatus, labor and any required insurance) for soil and rock boring and other exploration procedures, sampling, field
and laboratory testing, preparing and submitting boring logs and report(s) and providing geotechnical services during
construction, shall be based upon the method(s) checked below.

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1.2.2 Preconstruction Phase. For Preconstruction Phase services, charges shall be computed:

in accordance with the Geotechnical Engineer's current attached rate schedule, stating the maximum cost that
will be incurred without prior written authorization by the Owner;

OR

as otherwise specified below.

1.2.3 Construction Phase. For Construction Phase services, charges shall be computed:

as specified in 1.2.1, above;

OR

as otherwise specified below.

If work requested by the Architect pursuant to Article 4 involves additional charges, prior written approval of the Owner
shall be obtained prior to proceeding.

1.3 BILLING AND PAYMENT
1.3.1 Billing for the investigation shall be as checked below:

to the Owner's address as shown herein, with a copy to the Architect;

OR

to the Owner in care of the Architect, in duplicate, at the Architect's office address.

1.3.2 Payment shall be made as follows:
(Here insert payment provisions.)

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1.4 INSURANCE
1.4.1 The Geotechnical Engineer shall provide a list of all insurance coverages in effect on the date of this proposal.
For each coverage, this list shall identify the type of coverage, the name of the insurer, the limit of liability and the date
of expiration of the applicable policy(ies). The minimum coverages shall be those required by law.

1.4.2 Unless otherwise specified in Article 8, the Geotechnical Engineer agrees to maintain each insurance coverage
specified on the list in effect with identical or greater limits of liability until Substantial Completion of the Project, plus
any additional time period specified in Article 8.

1.4.3 Certificates of insurance acceptable to the Owner shall be filed with the Owner prior to the commencement of
services and after each renewal date of the policies listed on the certificates. These certificates shall contain a provision
that coverages afforded under the policies will not be cancelled until at least thirty days' prior written notice is given to
the Owner.

1.5 QUALIFICATIONS
1.5.1 All work shall be performed by qualified personnel under supervision of a Registered Professional Engineer. All
reports shall bear the seal of a Registered Professional Engineer.

1.6 REPORTS AND LOGS
1.6.1 Deliver one copy of Geotechnical Report(s) and logs to the Owner and copies thereof to the Architect. It is
understood that the Owner, or the Architect on the Owner's behalf, may make and distribute copies of the reports,
including boring logs, as necessary in connection with the proposed Project without incurring obligation for additional
compensation.

ARTICLE 2 PROPERTY INFORMATION PROVIDED BY OWNER
2.1 LEGAL DESCRIPTION:
(Insert legal description of the property.)

2.2 COMMON DESCRIPTION:
(Insert property name and address.)

2.3 Property Lines and Access. Property lines and means of access are shown on the attached drawings and identified
in Article 9. Site access is provided by the arrangement checked below:

The Owner has title to this property and the right of entry for this subsurface investigation.

The Owner has secured permission from the present owner and tenant for entry to the property for this
subsurface investigation, subject to the following conditions:

The present owner is:

The present tenant is:

Other conditions:

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The Geotechnical Engineer shall contact the following person(s) in order to schedule site access and make
necessary arrangements.
(Insert names, addresses and telephone numbers, if any.)

Other: (Specify)

ARTICLE 3 PROJECT INFORMATION
3.1 Materials have been attached in accordance with the options checked below and identified in Article 9.

3.1.1 Preliminary Investigation and Report. Prior to commencing building design, a preliminary analysis is
required. Project information is limited to:

A site plan showing building locations being considered.

A general description of the building type being considered, provided as an attachment hereto.

Other: (Specify)

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3.1.2 Design Investigation and Report. The Design Investigation and Report shall include:

A site plan showing property lines, means of access to the site, proposed outline and location of the building(s).

Information regarding existing structures which may be affected by the proposed construction.

Other: (Specify)

ARTICLE 4 SAMPLING AND TESTING
4.1 BENCHMARKS
4.1.1 Benchmarks shall be established as checked below:

Benchmark elevation, feet, located, shall be used as reference for ground elevations.

The Geotechnical Engineer shall establish a benchmark at the site, record its location, and reference its
elevation to:

National Vertical Geodetic Datum (NVGD) 1929;

OR

Official town datum;

OR

Other: (Specify)

4.2 BORINGS
4.2.1 The location and depth of the borings proposed by the Geotechnical Engineer shall be shown on a sketch
accompanying the Geotechnical Engineer's proposal. If the Geotechnical Engineer finds it necessary to change the
location or depth of any of these proposed borings, the Architect shall be notified and a new location or depth shall be
agreed upon between the Architect and the Geotechnical Engineer.

4.2.2 If unusual conditions are encountered, including but not limited to unanticipated materials which cannot be
penetrated by standard sampling equipment, the Geotechnical Engineer shall immediately consult with the Architect.

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4.2.3 The Geotechnical Engineer shall advise the Architect as to any further exploration and testing required to obtain
information that the Geotechnical Engineer requires for a professional interpretation of subsoil conditions at the
building site and shall perform such additional work as authorized by the Owner after consultation with the Architect.
The extent of exploration undertaken shall be consistent with the scope of the Project as indicated by the information
given above and by any drawings attached hereto.

4.3 DRILLING AND SAMPLING METHODS
4.3.1 Unless otherwise stipulated, drilling and sampling will be performed in accordance with current applicable
ASTM (American Society of Testing and Materials) standards and other standards, including, but not limited to ASTM
standards D1586, D1587 and D2113.

4.3.2 The samples shall be preserved and field logs prepared either by a Geotechnical Engineer or by an experienced
soils technician acting under the supervision of a Geotechnical Engineer.

4.4 PROTECTION OF PROPERTY
4.4.1 The Geotechnical Engineer shall contact the Owner and all utility companies for information regarding buried
utilities and structures, shall take all reasonable precautions to prevent damage to property both visible and concealed,
and shall reasonably restore the site to the condition existing prior to the Geotechnical Engineer's entry. Such restoration
shall include, but not be limited to, backfilling of borings, patching of slabs and pavements, and repair of lawns and
plantings. Each boring should be temporarily plugged, pending additional groundwater readings. At the completion of
the groundwater readings, the borings shall be permanently plugged, including patching of slabs and pavements.

ARTICLE 5 REPORTS
5.1 FORMAT
All segments of the reports covering the investigations and analyses shall be made on white paper, 8 1/2 x 11 inches,
suitable for photocopying, and shall be bound in booklet form.

5.2 FIELD AND LABORATORY REPORTS
The Geotechnical Engineer shall prepare reports in accordance with the items checked below:

5.2.1 All data required to be recorded according to the ASTM standards or other standard test methods
employed shall be obtained, recorded in the field and referenced to boring numbers; soil shall be classified in
the field logs in accordance with applicable ASTM standards and other standards, including, but not limited to,
ASTM standard D2488, but the classification for final logs shall be based on field information, plus results of
tests, plus further inspection of samples in the laboratory by the Geotechnical Engineer preparing the reports.

5.2.2 Include with the report a chart illustrating the soil classification criteria and the terminology and
symbols used on the boring logs.

5.2.3 Identify the ASTM standards or other recognized standard sampling and test methods utilized.

5.2.4 Provide a plot plan giving dimensioned locations of test borings.

5.2.5 Provide vertical sections for each boring plotted and graphically presented showing number of borings,
sampling method used, date of start and finish, surface elevations, description of soil and thickness of each
layer, depth to loss or gain of drilling fluid, hydraulic pressure required or number of blows per foot (N value
for each sample) and, where applicable, depth to wet cave-in depth to artesian head, groundwater elevation and
time when water reading was made and presence of gases. Note the location of strata containing organic
materials, wet materials or other inconsistencies that might affect engineering conclusions.

5.2.6 Describe the existing surface conditions and summarize the subsurface conditions.

5.2.7 Provide appropriate subsurface profiles of rock or other bearing stratum.

5.2.8 Estimate potential variations in elevation and movements of subsurface water due to seasonal
influences.

5.2.9 Report all laboratory determinations of soil properties.

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5.2.10 Other: (Specify)

5.3 DISPOSITION OF SAMPLES
5.3.1 After all laboratory tests have been completed, dispose of samples as checked below:

Discard.

Ship to the Architect's office, or other location, as directed.

Retain at the Geotechnical Engineer's office, and remain open to inspection:

until the end of the Bidding or Negotiation Phase.

OR

until foundation installation is complete.

Other: (Specify)

ARTICLE 6 FOUNDATION ENGINEERING EVALUATION AND RECOMMENDATIONS
6.1 The Geotechnical Engineer shall analyze the information developed by investigation or otherwise available to the
Geotechnical Engineer, including those aspects of the subsurface conditions which may affect design and construction
of proposed structures, and shall consult with the Architect on the design and engineering requirements of the Project.
Based on such analysis and consultation, the Geotechnical Engineer shall submit a professional evaluation and
recommendations for the necessary areas of consideration including, but not limited to, the items checked below:

6.1.1 Foundation support of the structure and slabs, including bearing pressures, bearing elevations,
foundation design recommendations and anticipated settlement.

6.1.2 Anticipation of, and management of, groundwater for design of structures and pavements.

6.1.3 Lateral earth pressures for design of walls below grade, including backfill, compaction and subdrainage,
and their requirements.

6.1.4 Soil material and compaction requirements for site fill, construction backfill, and for the support of
structures and pavements.

6.1.5 Subgrade modules for design of pavements or slabs.
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6.1.6 Temporary excavation and temporary protection, such as excavation sheeting, underpinning and
temporary dewatering systems.

6.1.7 Stability of slopes.

6.1.8 Seismic activity.

6.1.9 Frost penetration depth and effect.

6.1.10 Analysis of the effect of weather or construction equipment or both on soil during construction.

6.1.11 Analysis of soils to ascertain presence of potentially expansive, deleterious, chemically active or
corrosive materials or conditions, or presence of gas.

6.1.12 Evaluation of depth of material requiring rock excavation and methods of removal.

6.1.13 Other:
(Describe special requirements, such as specification clauses, for the items designated above.)

ARTICLE 7 CONSTRUCTION PHASE SERVICES
(Herein describe geotechnical services to be provided during various contractor operations.)

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ARTICLE 8 ADDITIONAL REQUIREMENTS
(Describe any additional requirements specific to this Project.)

ARTICLE 9 ATTACHMENTS BY OWNER
(Identify and attach drawings as described in Sections 2.2 and 3.1, and any other documents that are incorporated by
reference below.)
9.1

9.2

9.3

ARTICLE 10 ATTACHMENTS BY GEOTECHNICAL ENGINEER
(Identify and attach any other terms or conditions, accompanying sketches and any other documents that are
10.1

10.2

10.3

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ARTICLE 11 SUBMISSION OF PROPOSAL
By signing this document, the Geotechnical Engineer represents that all appropriate attachments and additions have
been made and that any proposed deviations from the requirements of the Owner's request have been clearly identified.

GEOTECHNICAL ENGINEER PROPOSAL DATE



ARTICLE 12 ACCEPTANCE OF PROPOSAL
By signing this document, the Owner accepts the Geotechnical Engineer's proposal, including all attachments listed in
Articles 9 and 10 that henceforth shall form the Agreement between the Owner and the Geotechnical Engineer.

OWNER ACCEPTANCE DATE



AIA Document G612 Owners Instructions to the Architect 2001 The American Institute of Architects * Washington, DC * www.aia.org * WARNING:
Reproduction, unlicensed photocopying or substantial quotation of the material herein without written permission of the AIA violates the
copyright laws of the United States and will subject the violator to legal prosecution. To report copyright violations of AIA Contract Documents,
e-mail The American Institute of Architects legal counsel, copyright@aia.org.
Contract Administration
G612 Owners Instructions to the Architect Regarding the Construction
Contract

GENERAL INFORMATION

PURPOSE. AIA Document G612 is directed toward the most common method of arriving at a construction
contract, the bidding process. Though it is recommended that all three parts of G612 be given to the Owner
simultaneously, they may be staggered.

USE OF CURRENT AIA DOCUMENTS. Prior to using any AIA Contract Document, users should consult the
AIA Contract Documents Web site, www.aia.org/documents, or visit a local component chapter to be certain they
are using current document editions.

COPYRIGHT. AIA Document G612 is a copyrighted work and may not be excerpted from in substantial part or re-
posted via any print or electronic means without the express written permission of the AIA.

To report copyright violations of AIA Contract Documents, email The American Institute of Architects legal counsel,
copyright@aia.org.

COMPLETING AIA DOCUMENT G612
AIA Document G612 is divided into a chronological sequence based on the sequence of information requirements
on a construction project. Part A of the document relates to contracts, Part B relates to insurance and bonds, and Part
C deals with bidding procedures.

Questions relating to the contract may alert an Owner to construction methods and procedures that may affect
drawings and specifications and may be overlooked until such documents are almost ready to be issued for bid
purposes (e.g., construction to be performed by Owner's own forces; fast-track; phased occupancy). Because many
items relating to the contract will have some bearing on the development of construction documents, it is important
to place Part A in the Owner's hands at the earliest possible phase of the Project, allowing sufficient time to
incorporate relevant instructions into those documents.

The use of General Conditions and Supplementary Conditions is often overlooked for cost-plus or phased (fast-
track) construction contracts when the Owner-Contractor Agreement is entered into prior to completion of Drawings
and Specifications and assembly of other material for the Project Manual. The General Conditions are as important
for those forms of agreement as they are for stipulated-sum contracts based on bidding and should be part of those
agreements when signed. When used with B141-1997, the project summary completed in B141-1997 should be
checked for consistency with the completed G612.

Responses relating to insurance and bonds cannot appropriately be given until specific General Conditions are
chosen, as the General Conditions document normally contains any basic insurance requirements. For that reason,
Part B should be given to the Owner along with Part A.

The early date by which instructions in Part A and Part B will be required may be too early for the determination of
bidding procedures requested in Part C. It would be appropriate, if timing is questioned, to suggest that Owner
replies to Part C may be delayed for a time but should be returned to the Architect prior to completion of the
Construction Documents. It is imperative that comments are returned before the completion of the Construction
Documents so proper arrangements can be made for issuing sets of bidding documents in anticipation of receipt of
bids.

The Architect should acquaint the Owner with the G612 document and its purpose, and should be prepared to
explain the need for the requested information and provide necessary assistance, particularly by furnishing any
related documents which may contribute to obtaining sufficient information for purposes of the construction
agreement and bidding procedures. When discussing contractual documents and insurance, it is essential that the
Architect keep in mind that the Architect's advice is for guidance purposes only and that relevant decisions in these

matters are for the Owner's lawyers and insurance advisors to make. A letter similar to the following example may
be used to transmit the questionnaire and related forms to the Owner.
Dear Owner:

Although we are just starting the construction documents for your project, it is important that we have, at your
earliest convenience, information regarding the construction contract, insurance, surety bonds and bidding
instructions. Your reply can have considerable bearing on many decisions we will have to make during preparation
of drawings and specifications.

Information regarding bidding procedures could be delayed until a later date if these questions cannot be responded
to at the same time the other material would be forthcoming.

For your convenience, enclosed in duplicate, is a tri-part questionnaire seeking answers to our major concerns
involving the construction process. Along with the questionnaire we have enclosed a standard form of construction
agreement, related General Conditions and a standard form of Instructions to Bidders; those are for your
information, review and approval or other recommendations. We have also enclosed a recent sample Supplementary
Conditions, which illustrates the kind of modifications needed to tailor the standard document to a specific project.

Both you and the Contractor will be required to maintain certain insurance coverages during the construction period.
These are set forth in the General Conditions, Article 11, along with the bonding option, and suggestions for typical
modifications related to coverages, limits and bonds are found in the accompanying suggested Supplementary
Conditions.

We urge that you review all of the enclosures with legal and insurance counsel; we will, of course, be available for
explanation, interpretation and advice as may be needed. Your insurance advisor should review the suggested
requirements in careful detail and evaluate the protection you and the Contractor should be advised to carry.

We would appreciate an early response to these inquiries. Only one copy of the questionnaire and documents need to
be returned to us.

Yours truly,
Q. A. Architect

CHANGES FROM AIA DOCUMENTS G610 AND G611

1. Format Changes

Information requests relating to the construction contract have been grouped together in Part A, Owner's Instructions
Regarding the Construction Contract.

2. Changes in Content

AIA Document G612 requests that the Owner provide a detailed description of the building-site property, state
whether the Contractor or Contractors will be selected by bidding or negotiation, and indicate which Instructions to
Bidders will be used. If multiple contracts are to be utilized, the Owner is asked to indicate how coordination of
separate Contractors will be accomplished. In addition, minor changes have been made in the requests for
information regarding insurance and bonds to take account of changes in the available policy forms.

COMPLETING AIA DOCUMENT G612
1. The information requests contained in AIA Document G612 are fairly straightforward and require little
explanation. However, the information supplied in response to certain requests may have ramifications that are not
immediately apparent. These situations are explained below.

2. Part AItem 6

The single-contract arrangements listed in this request may be effected using the forms of agreement listed in Item 7
and the General Conditions listed in Item 8. Portions of construction by the Owner's own forces and phased

construction (fast-track) may be effected by using these documents with suitable modifications. Multiple contracts
may also be executed using these documents.

3. Part AItem 6

If the Contractor(s) are to be selected by negotiation, Part C need not be completed.

4. Part AItems 12-16

The information requested herein relates specifically to information that may be incorporated in the Agreement and
the Conditions of the Contract Between Owner and Contractor as well as division 1 of the Specifications.

5. Parts A and B

Contract language embodying the requirements listed herein may be found in AIA Document A511, Supplementary
Conditions to the Contract for Construction.

EXECUTION OF AIA DOCUMENT G612

The completed AIA Document G612 should be signed and dated by the Owner or a person authorized to act on the
Owner's behalf. The Owner should retain at least one copy and forward the original to the Architect.


G612 Owners Instructions to the ArchitectPart A, Page 1 of 5

Owner (Name and address):
Date:
Project Title:
Project Number:
Architect (Name and address):

NOTATION TO OWNERIn consultation with your attorney and other appropriate advisors, complete this form, which will
provide your instructions regarding requirements for Contract Documents for this Project. Please return the completed form to your
Architect. After reviewing your instructions, the Architect will proceed with the preparation of construction-related documents.
Respond carefully to every question.

1. What is the Project title to be used in the Contract Documents?
______________________________________________________________________
______________________________________________________________________

2. What is the legal name and address of the Owner as you wish it to be stated in the Contract Documents?
______________________________________________________________________
______________________________________________________________________

3. How will the Owner be designated?

Corporation
Partnership
Individual
Other (Specify)_________________________________________________________

If a corporation, what is the state of incorporation? _________________________________________

Is it qualified to do business at the Project location? Yes No

Is the Owner, identified in the Contract Documents, the owner of the Project site? Yes No

4. What is the name and title of the Owner's Representative?
______________________________________________________________________
Supplementary Conditions of the Contract and General Requirements may or may not be discussed and reviewed
directly with Owner's attorney, ___________________________________________,
whose address is ___________________________________________________________.
Telephone ( ) ______________________
Fax ( ) ___________________________
Email ________________________

Supplementary Conditions of the Contract and General Requirements may or may not be discussed and reviewed
directly with Owner's insurance advisor, ____________________________________,
whose address is ___________________________________________________________.
Telephone ( ) ______________________
Fax ( ) ___________________________
Email ________________________


During the construction of the Project, will the Owner's employees be responsible for on-site field representation?
Yes No

5. What is the legal description of the Project site, including the legal name and address of the property owner if different
from the Owner identified above?
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________

How will the Owner provide a site survey to the Contractor? Directly from Owner Directly from the surveyor
If from the surveyor, list surveyors name, address and date of survey.
______________________________________________________________________
______________________________________________________________________

How will the Owner provide a subsurface investigation report? Directly from Owner Directly from the
geotechnical engineer
If from the geotechnical engineer, list the geotechnical engineers name, address, date of report and report number.
______________________________________________________________________
______________________________________________________________________

Are special surveys required? Yes No
If so, describe.
______________________________________________________________________
______________________________________________________________________

Will the Contractor be required to make a videotaped survey of existing conditions prior to starting selective
demolition or construction? Yes No
If so, specify which areas of the building or areas surrounding the site require a survey.
______________________________________________________________________
______________________________________________________________________

6. How will the Project be contracted?
Single contract, stipulated sum
Single contract, Cost of the Work plus a fee
Multiple contracts, stipulated sum
Multiple contracts, Cost of the Work plus a fee
Portions of construction by Owner's own forces

Describe phasing of construction or fast-track project delivery requirements, if any.
______________________________________________________________________
______________________________________________________________________
(Note: A contract may be phased without being fast-tracked. Please describe any specific criteria for project delivery
requirements and attach any available information.)

7. When contracting for the Project, what will be the form(s) of agreement between Owner and Contractor(s)?
______________________________________________________________________
(Note: Refer to the Instructions for a complete list of related AIA Owner-Contractor Agreements.)


8. What will be the form of the general conditions of the contract for construction?
AIA Document A201, General Conditions of the Contract for Construction
AIA Document _________________________________________________________

Do the administrative responsibilities of the Architect during construction, as defined in the Owner-Architect
agreement, differ from those specified in the form of general conditions of the contract for construction being used?
Yes No
If so, how do you wish to describe the Architect's different responsibilities to the Contractor?
______________________________________________________________________
______________________________________________________________________
9. Are any portions of the bidding requirements to be included in the Contract Documents (advertisement or invitation
to bid, instructions to bidders, sample forms, the Contractor's bid or portions of Addenda relating to bidding
requirements)? Yes No
If so, specify which portions. __________________________________________________

How many copies of Drawings and Project Manuals will be furnished to the Contractor at the Owner's cost?
______________________________________________________________________

10. (Note: The Owner has a right under AIA general conditions to perform construction and to award separate contracts.)
In addition to the general contract for construction, will there be any separate construction contracts? Yes No
If so, summarize scope of such separate contracts. ____________________________________
______________________________________________________________________

Are there works of separate contracts to be performed concurrently for the Owner on the Project? Yes No
If multiple, separate, contracts as described above are to be used, how will the Owner coordinate the activities of the
Contractors?
Through the Owner's own forces
Through another service contract
If so, who is providing the service and what is the scope?________________________________
______________________________________________________________________
If other service contracts exist, please attach a copy of the construction phase duties.

Are there any items to be furnished or installed by the Owner's own forces? Yes No
If so, describe. ____________________________________________________________
______________________________________________________________________

Do any of these Owner-furnished items require coordination (such as special scheduling, sequencing or inclusion on
the Drawings or Specifications) of Work? Yes No
If so, describe. ____________________________________________________________
______________________________________________________________________

11. (Note: According to the AIA General Conditions, within seven days of receipt the Architect will issue or withhold
certificate for payment to the Owner.)
What day of the month will the Architect receive the Application for Payment?
No later than the day of the month.

Unless otherwise provided, will the form of Application for Payment and Certificate for Payment be AIA Document
G702 and AIA Document G703 and the Continuation Sheet for G702? Yes No
If no, please attach sample document.


Will payment be made for completed portions of Construction Change Directives prior to execution of a Change
Order? Yes No

Should Applications for Payment be accompanied by the Contractors partial waiver of liens for Work?
Yes No

Is a preliminary copy of the Application for Payment required for review by the Owner and Architect prior to submittal of
each application? Yes No
12. When will the Contractor's applications for payment be paid?
By the day of each month
Other (Specify)

13. Retainage:
(a) What percentage of retainage of each progress payment to the Contractor will be retained?
% of each payment.
% of each payment until the Work is 50% complete, after which remaining partial payments shall be paid
in full without reduction of previous retainage.
% of each payment (calculated separately for each Work category) until the Work is 50% complete, after
which remaining partial payments shall be paid in full without reduction of previous retainage.
Other (Specify)

(b) Upon Substantial Completion, what will the retainage be reduced to?
% of completed work
$
Architect's estimate of incomplete or defective Work remaining in contract (lump sum)
Are there any other inspections or approvals after Substantial Completion that will be required prior to release of
retainage or final payment, which are critical to your use and occupancy of the Project? Yes No
If so, describe in detail. ______________________________________________________
______________________________________________________________________

(c) Will retained amounts be paid into an escrow account in a financial institution chosen by the Contractor and
approved by the Owner, the interest earnings from which accrue to the benefit of the Contractor? Yes No

(d) On a cost-plus-fee contract, will retainage be held on the Contractors fee?
Yes No
If so, indicate percentage: %

Will retainage on the Contractor's fee be released upon Substantial Completion? Yes No
If no, specify circumstances. __________________________________________________
______________________________________________________________________

Will there be any early releases of retainage to some subcontractors? Yes No
If so, specify which subcontractors. ______________________________________________
______________________________________________________________________

(e) Will retainage information be published in the Supplementary Conditions? Yes No
(Note: The primary location of retainage information is in the Agreement. Reference may be made in the
Supplementary Conditions if subcontractors or other are to be made aware of these requirements.)


14. Are liquidated damages required? Yes No
If required, liquidated damages shall be assessed in the amount of $ per day for each calendar day
necessary to achieve Substantial Completion beyond the date set forth in the AIA Owner-Contractor Agreement.
(NOTE: When liquidated damages are stipulated, it is important that Subcontractors be made aware of this
provision of the Contract. Therefore, in addition to inclusion in the AIA Owner-Contractor Agreement, it is
recommended that language be included in the Instructions to Bidders and Supplementary Conditions.)

15. Do you know about, or have you been informed of, any hazardous materials or pollutants at the existing site or in the
building? Yes No
If so, specify. ____________________________________________________________
How will these conditions be abated or mitigated? ____________________________________
______________________________________________________________________
Will this be done prior to start of demolition or construction? Yes No
Will such abatement be done under separate contracts with the Owner? Yes No
(Note: If the Owner or Contractor is abating hazardous materials or pollutants concurrently with other construction
activities, disclosure in the Supplementary Conditions and instructions to Bidders is advisable.)

16. Miscellaneous Provisions
Will any of the following conditions require addition or modification to the Contract Documents? Yes No
If so, please attach any available information describing each condition checked.
Equal opportunity requirements
Tax exemptions
Extensions of time criteria
Submission of payment applications to additional parties
Monthly affidavits or release of liens
Lender requirements
Cost savings provisions
Reuse of salvaged materials permitted or required
Substitution and product change procedures
Special time periods during which the Contractor cannot perform construction
Progress schedule format to which the Contractor must conform
Wage or labor standards to which the Contractor must conform
Utility fee or easement criteria
Environmental impact fee criteria
Land use criteria
Building permit criteria
Tenant allowances
Inspection, sampling and testing allowances
Owner's contingency allowances
Portions of buildings and site to remain occupied and used during renovation
Coordination drawings
Tax requirements for historic structures
Construction photographs
Project record document criteria

________________________________ _____________________________ ____________________________________
Owner's Representative By Date

G612 Owners Instructions to the ArchitectPart B, Page 1 of 5

Date:
Project Title:
Project Number:

NOTATION TO OWNERIn consultation with your attorney and other appropriate advisors, complete this form, which will
provide your instructions regarding requirements for Contract Documents for this Project. Please return the completed form to your
Architect. After reviewing your instructions, the Architect will proceed with the preparation of construction-related documents.
Please respond to every question.

1. Certificates and Forms
Will certificates of insurance, per Subparagraph 11.1.3 of AIA Document A201-1997, be on ACORD Form 25-S,
supplemented by AIA Document G715, Supplemental Attachment? Yes No
If no, attach a sample of the required form(s).

2. Contractor's liability insurance
Specify the minimum limits of insurance described in Subparagraph 11.1.2 of AIA Document A201-1997.

a. Workers' compensation insurance
(Note: Workers' compensation is generally required by statute in most states, with several important exceptions. Exceptions
depend upon the occupation or the minimum number of workers employed by that business. The Owner can mandate workers'
compensation insurance even for those businesses that are exempt by requiring Voluntary workers' compensation as noted
below. In addition to each state having applicable workers' compensation laws, federal and foreign laws may apply to the
Contractor's or Subcontractor's employees. Where the Work includes construction involving the following categories, specific
coverage may be required for maritime work, longshoremen, harbor work, work at or outside U.S. boundaries, and benefits
required by labor union contracts. Please note such requirements below or by separate attachment.)

Are limits in excess of those required by statute to be provided? Yes No
If so, limits for such insurance shall be as follows: $
$ Each accident
$ Disease, policy limit
$ Disease, each employee
Voluntary workers' compensation (by any exempt entities):
Will private entities exempt from coverage on account of the number of employees or occupation maintain
voluntary compensation coverage at the same limits specified for mandatory coverage? Yes No
If so, indicate dollar limits of coverage below:
$ Each accident
$ Disease, policy limit
$ Disease, each employee

b. Commercial general liability insurance
Will commercial general liability insurance, including coverage for premises operations, independent contractors'
protective, products completed operations, contractual liability, personal injury and property damage (including
coverage for explosion, collapse and underground hazards) be required of the Contractor? Yes No
If so, indicate dollar limits of coverage below:
$ Each occurrence
$ General aggregate
$ Personal and advertising injury


$ Products completed operations aggregate

Will the policy be endorsed to have the general aggregate per Project? Yes No

If so, state the general aggregate amount. $
Will the Contractual liability insurance include coverage sufficient to meet obligations equivalent to those stipulated
under Paragraph 3.18 AIA Document A201, 1997 edition? Yes No
If no, specify the coverage desired.

Will products and completed operations insurance shall be maintained for a minimum period of at least
( ) year(s) after either 90 days following Substantial Completion or final payment, whichever is earlier?
Yes No
If no, specify.

How much automobile liability insurance (owned, non-owned and hired vehicles) for bodily injury and property
damage is required?
$ Each occurrence

c. What will be the umbrella or excess liability limit?
$
$ Over primary insurance
$ Retention for self-insured hazards, each occurrence

d. What will be the aircraft liability (owned and non-owned), when applicable? (Select one)
With limits proposed by the Contractor for the Owner's approval
With the following limits:
(1) Bodily injury:
$ Each person

$ Each occurrence
(2) Property damage:
$ Each occurrence

e. What will be the watercraft liability (owned and non-owned), when applicable? (Select one)
With limits proposed by the Contractor for the Owner's approval
With the following limits:
(1) Bodily injury:
$ Each person
$ Each occurrence
(2) Property damage:
$ Each occurrence

f. Will there be other contractor's liability insurance? Yes No
If so, describe.

Are any revisions required with regard to hazardous substances or other items, or the Architects role with regard to
the same items? Yes No
If so, provide exact written language for insertion into Supplementary Conditions.


3. Owner's liability insurance
Per Paragraph 11.2 of AIA Document A201, 1997 edition, will the Owner maintain its usual liability insurance?
Yes No
If no, please specify scope of the Owner's liability insurance as you wish to see it described in the conditions of the
Contract.

4. Project management protective liability insurance
Will the Contractor be required to provide project management protective liability insurance? Yes No
If so, it shall have the following limits:
(a) Bodily injury: $ Each occurrence

(b) Property damage: $ Each occurrence

(c) Aggregate limit, bodily injury and property damage: $

5. Property insurance
(a) Will the Owner purchase builder's risk coverage with special causes of loss (including coverage for all material
and equipment to be incorporated or used in the Project when stored off-site or in transit)? Yes No
(Note: If you answered no to the above question, see question 5i.)
If so, identify the type of form used for the policy:
Completed Value
Reporting
Other (Specify).

(b) What will be the monetary limits of insurance?
Contract Sum, including future amendments
Other amount (Specify).

(c) Will any of the following named perils be required, either by specific endorsement or separate policies?
Yes No
If so, identify below:
Government ordered demolition Earthquake Flood

(d) If the Owner provides property insurance, will it be written with a deductible? Yes No
If so, identify below:
a deductible of not more than $ (aggregate) or
a deductible of not more than $ per occurrence.
Will there be an aggregate deductible applicable to the entire Project? Yes No
If no, provide description of portions of Project subject to an aggregate deductible.

(NOTE: If coverage for alterations and additions to existing structures is to be included under the Owner's existing coverage,
specific instructions should be included under Item 6 below.)

(e) Should the property insurance required by Paragraph 11.4 of AIA Document A201, 1997 edition, cover machinery, tools
or equipment owned or rented by the Contractor that are utilized in the performance of the Work, but not incorporated into
the permanent improvements? Yes No


(f) Will the Owner provide boiler and machinery insurance? Yes No
If so, specify the limits and objects to be insured:

(g) Will the Owner provide loss of use insurance? Yes No
The Contractor shall provide this insurance with limits of $ .

(h) List any additions/modifications to the specified coverages:

(i) If you answered no to question 5a, will the Contractor be required to carry builder's risk with special causes of
loss form property insurance? Yes No

Will the limits of such insurance be the Contract Sum, including future amendments? Yes No
If so, will the limits of such insurance also include the value of separate contracts and Owner-furnished items?
Yes No
Will there be any dollar limits of insurance for Contractor provided property insurance? Yes No
If so, state how much. $
Will the Owner provide partial property insurance? Yes No
If so, specify scope limits:
Can the Contractor, at the Contractor's own expense, provide insurance coverage for materials stored off the site
after written approval of the Owner at the value established in the approval, and also for portions of the Work in
transit until such materials are permanently attached to the Work? Yes No
If no, specify how you wish insurance on materials off the site to be handled.

If the Owner is damaged by the failure of the Contractor to purchase and maintain property insurance without so
notifying the Owner in writing, will the Contractor be required to bear all reasonable costs attributable thereto?
Yes No
Will the Contractor be responsible for deductibles? Yes No
Shall Contractor provided property insurance be written with a specified maximum deductible per occurrence?
Yes No
If so, specify the maximum deductible. $
Specify special instructions for Contractor provided property insurance.

6. Other instructions related to bonds or insurance
(If none, please indicate.)
Are any special coverages required with regard to alterations or additions to existing structures? Yes No
Are any revisions required with regard to hazardous substances or other items, or the Owner's, Contractor's or
Architects role with regard to the same items? Yes No
If so, provide exact written language for insertion into Supplementary Conditions.

7. Bonds
Are performance bonds and payment bonds required? Yes No
(a) If so, the required bonds shall be in the amount of (Select one option for each bond):
Performance 100% of Contract Sum % of Contract Sum $
Payment 100% of Contract Sum % of Contract Sum $


(b) If so, the form of bonds shall be:
AIA Document A312
Other
(If other, describe and furnish sample copy if available)

(c) Special instructions:

Owner's Representative

By Date

G612 Owners Instructions to the ArchitectPart C, Page 1 of 3

Date:
Project Title:
Project Number:

NOTATION TO OWNERThis form provides your instructions regarding requirements for bidding procedures for this Project.
Please return the completed form to your Architect. After reviewing your instructions, the Architect will proceed with the
preparation of necessary bidding documentation. Please respond to every question.

1. What method will be used for selecting the Contractor(s)?
(a) Bidding
Open and competitive
By invitation only
Other (Specify)
(b) Negotiating
A single Contractor
Multiple Contractors
Other (Specify)

Are there any special eligibility requirements for contractor selection? Yes No
If so, describe requirements.

Will the list of invited bidders be included in the bidding requirements? Yes No
Will bidders be required to list subcontractors in their proposals? Yes No
Will the Bidder be basing the Bid Sum or Time of Completion on partial drawings and specifications?
Yes No
Will any bidders or sub-bidders be pre-qualified? Yes No
If so, please list work categories requiring pre-qualification.

Are there any additional instructions on the method of selection or qualification of bidders? Yes No
If so, describe.

2. Who will prepare the instructions to bidders, Owner or Architect?
If the Architect will prepare the instructions, please attach any standard forms or specific language for special
bidding provisions you wish to see incorporated into the instructions to bidders.

3. Who prepares the proposal form?
Owner
Architect

4. How will bids be solicited?
Public advertisement arranged by Owner or Architect
Private invitation issued by Owner or Architect

Will Bid opening be public or private?
Will there be a pre-bid conference? Yes No
If so, specify when and where.

5. Will the cost of the performance and payment bonds be included in the base bid or alternate?
Will property insurance by the Contractor be bid as an alternate? Yes No
Is an itemized breakdown of the bid price required? Yes No
If so, identify those items of Work.

Will the Contractor be required to obtain more than one subcontractor bid on any item of work? Yes No
If so, list items.

6. Will bid security be required? Yes No
If so, in the amount of
$ , or
% of the total bid in the form of:
A bid bond (AIA Document A310 in conjunction with AIA Document A312), or
Other
(Describe other acceptable types of security or bond forms, if any.)

7. Where will copies of the Bidding Documents be made available for reference of the bidders?
Plan rooms designated by the Owner
Plan rooms selected by the Architect
Owner's office
Architect's office
Other (Specify)

Who can provide copies of Bidding Documents?
Owner Architect Printer
Are there any limits on the number of sets of Bidding Documents to be issued to each bidder? Yes No
If so, describe the limitations.

8. What date and time is required for receipt of bids?
(Specify)
Will be determined later by the Owner
Will be determined by the Architect

9. Where shall bids be received?
At the Architect's office
Other (Specify name and address of recipient)

10. Who will prepare the bid tabulation forms?
Owner
Architect
11. Will bids be publicly opened and read aloud? Yes No
If opened in private, will bid tabulation be furnished to Bidders? Yes No


12. Are copies, in addition to the usual original signed bid, required? Yes No
If so, specify how many copies.

13. How many calendar days after receipt of bids must a bid remain open for acceptance?

14. If a Contract is awarded, when will construction at the site commence?
Upon execution of the Agreement
Upon, but not before, receipt of a notice to proceed
Not earlier than days after award of the Contract
Other (Specify)
15. Will the required time of Substantial Completion be stipulated in the Bidding Documents? Yes No
If so, Work shall be substantially complete:
calendar days after the Date of Commencement
By, (Date)
In the number of calendar days stipulated by the bidder in the bid form

Will a preliminary schedule be required to accompany the bid? Yes No
Will bidders be required to incorporate any milestone dates into the preliminary schedule? Yes No
If so, describe.

Will designated portions of the Work require Substantial Completion in advance of the rest of the Project?
Yes No
Will these portions be identified on Drawings? Yes No
If no, describe the scope and anticipated date(s) of completion for such designated portion(s) of the Work as you
wish to see them incorporated in the Drawings.

16. Special instructions:
(Note: Please describe checked items by separate attachment.)
Unit price proposal language
Substitution criteria
Fee proposal language
Overhead or profit limits
Waivers
Non-Collusion affidavit
Qualification statement

Owner's Representative

By Who represents (Name of Owner) Date

0ocument C701
- 2001 |nstruct|ons
Change 0rder
AIA Document G701 2001. Copyright 1979, 1987, 2000, and 2001 by The American Institute of Architects. All rights reserved. WARNING: This
AIA


Document,
or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.

CENERAL |NF0RHAT|0N

Purpose
AIA Document G701 is for implementing changes in the Work agreed to by the Owner, Contractor and Architect.
Execution of a completed G701 indicates agreement upon all the terms of the change, including any changes in
the Contract Sum (or Guaranteed Maximum Price) and Contract Time.

Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component to verify
the most recent edition.

Reproductions

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed
G701, but only for use in connection with a particular project. The AIA will not permit reproduction outside of the
limited license for reproduction granted above, except upon written request and receipt of written permission from
the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should
consult the End User License Agreement (EULA).

To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects' legal
counsel, copyright@aia.org.

60HPLET|NC ThE C701 F0RH

Description of Change in the Contract
Insert a detailed description of the change or reference specific exhibits describing, in detail, the change to be
made in the Contract by this Change Order. Include any drawings, specifications, documents or other supporting
data to clarify the scope of the change.

Determination of Costs
Insert in the blanks provided, or strike out the terms in parentheses that do not apply, the original Contract Sum or
Guaranteed Maximum Price; the net change by previously authorized Change Order (note that this does not
include changes authorized by Construction Change Directive unless such changes were subsequently agreed to
by the Contractor and recorded as a Change Order); the Contract Sum or Guaranteed Maximum Price prior to this
Change Order; the amount of increase or decrease, if any, in the Contract Sum or Guaranteed Maximum Price;
and the new Contract Sum or Guaranteed Maximum Price as adjusted by this Change Order.

Change in Contract Time
Insert in the blanks provided, and strike out the unused terms in parentheses, the amount (in days) of the increase
or decrease, if any in the Contract Time. Also insert the date of Substantial Completion, including any adjustment
effected by this Change Order.

EXE6UT|0N 0F ThE 006UHENT

When the Owner and Contractor, in occurrence with the Architect, have reached agreement on the change to be
made in the Contract, including any adjustments in the Contract Sum (or Guaranteed Maximum Price) and
Contract Time, the G701 document should be executed in triplicate by the two parties and the Architect, each
retaining an original.

0ocument C701
TH
- 2001
Change 0rder
AIA Document G701 2001. Copyright 1979, 1987, 2000 and 2001 by The American Institute of Architects. All rights reserved. WARNING: This
AIA


Document,

PR0JE6T: (Name and address) 6hANCE 0R0ER NUHER:
0wNER
0ATE:
ARCllTECT
AR6h|TE6T'8 PR0JE6T NUHER:
C0NTRACT0R
T0 60NTRA6T0R: (Name and address)

FlEL0
60NTRA6T 0ATE:
0TlER
60NTRA6T F0R:
The Contract is changed as follows:
(Include, where applicable, any undisputed amount attributable to previously executed Construction Change Directives)

The original (Contract Sum) (Guaranteed Maximum Price) was $
The net change by previously authorized Change Orders $
The (Contract Sum) (Guaranteed Maximum Price) prior to this Change Order was $
The (Contract Sum) (Guaranteed Maximum Price) will be (increased) (decreased) (unchanged)
by this Change Order in the amount of $
The new (Contract Sum) (Guaranteed Maximum Price) including this Change Order will be $
The Contract Time will be (increased) (decreased) (unchanged) by ( ) days
The date of Substantial Completion as of the date of this Change Order therefore is

(Note: This Change Order does not include changes in the Contract Sum, Contract Time or Guaranteed Maximum Price
which have been authorized by Construction Change Directive until the cost and time have been agreed upon by both the
Owner and Contractor, in which case a Change Order is executed to supersede the Construction Change Directive.)
N0T VAL|0 UNT|L 8|CNE0 Y ThE AR6h|TE6T, 60NTRA6T0R AN0 0wNER.

ARCllTECT (Firm name) C0NTRACT0R (Firm name) 0wNER (Firm name)

A00RE33 A00RE33 A00RE33

8Y (Signature) 8Y (Signature) 8Y (Signature)

(Typed name) (Typed name) (Typed name)

0ATE 0ATE 0ATE
0ocument C701|6Ha
- 1992 |nstruct|ons
Change 0rder - Construction Manager-Adviser Edition

AIA Document G701/CMa 1992. Copyright 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is protected by U.S.
Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or any portion of it, may result in severe civil and
criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to reproduce ten (10) copies of this document when
completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

CENERAL |NF0RHAT|0N

Purpose
This document is intended for use in implementing changes in the Work agreed to by the Owner, Construction Manager, Architect and
Contractor. Execution of a completed G701/CMa form indicates agreement upon all the terms of the change, including any changes in
the Contract Sum (or Guaranteed Maximum Price) and Contract Time. In contrast, AIA Document G714/CMa, Construction Change
Directive, Construction Manager-Adviser Edition, should be used in situations where, for whatever reason, the Owner and Contractor
have not reached agreement upon the proposed changes in Contract Sum or Contract Time, and where changes in the Work need to be
implemented expeditiously in order to avoid a delay in the Project.

Related Documents
This document was prepared for use under the terms of AIA Document A201/CMa, General Conditions of the Contract for
Construction, Construction Manager-Adviser Edition.

Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component to verify the most recent
edition.

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.

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G701/CMa, but only for
use in connection with a particular project. The AIA will not permit reproduction outside of the limited license for reproduction
granted above, except upon written request and receipt of written permission from the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the End User
License Agreement (EULA).

copyright@aia.org.

60HPLET|NC ThE C701|6Ha F0RH

Description of Change in the Contract
Insert a detailed description of the change to be made in the Contract by this Change Order, including any Drawings, Specifications,
documents or other supporting data to clarify the scope of the change.

Determination of Costs
Insert the following information in the blanks provided, and strike out the terms in parentheses that do not apply: the original Contract
Sum or Guaranteed Maximum Price; the net change by previously authorized Change Order (note that this does not include changes
authorized by Construction Change Directive unless such a change was subsequently agreed to by the Contractor and recorded as a
Change Order); the Contract Sum or Guaranteed Maximum Price prior to this Change Order; the amount of increase or decrease, if
any, in the Contract Sum or Guaranteed Maximum Price; and the new Contract Sum or Guaranteed Maximum Price as adjusted by
this Change Order.

Change in Contract Time
Insert the following information in the blanks provided, and strike out the terms in parentheses that do not apply: the amount (in days)
of the increase or decrease, if any, in the Contract Time; and the date of Substantial Completion, including any adjustment effected by
this Change Order.


When the Owner, Construction Manager, Architect and Contractor have reached agreement on the change to be made in the Contract,
including any adjustments in the Contract Sum (or Guaranteed Maximum Price) and Contract Time, the G701/CMa document should
be executed in quadruplicate by the two parties, the Construction Manager and Architect, each of whom retains an original.
0ocument C701|6Ha
TH
- 1992
Change 0rder - Construction Manager-Adviser Edition

Document
is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or any portion
of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are
permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American
Institute of Architects legal counsel, copyright@aia.org.

PR0JE6T: (Name and address) 6hANCE 0R0ER NUHER:
0wNER
|N|T|AT|0N 0ATE:
C0N3TRuCTl0N VANA0ER
PR0JE6T NUHER8:
ARCllTECT
T0 60NTRA6T0R: (Name and address)

C0NTRACT0R
60NTRA6T 0ATE:
FlEL0
60NTRA6T F0R:
0TlER
The Contract is changed as follows:

The original (Contract Sum) (Guaranteed Maximum Price) was $

Net change by previously authorized Change Orders $

The (Contract Sum) (Guaranteed Maximum Price) prior to this Change Order was $

The (Contract Sum) (Guaranteed Maximum Price) will be (increased) (decreased)
(unchanged) by this Change Order

$

The new Contract Sum including this Change Order will be $

The Contract Time will be (increased) (decreased) (unchanged) by ( ) days
The date of Substantial Completion as of the date of this Change Order therefore is .

(Note: This summary does not reflect changes in the Contract Sum, Contract Time or Guaranteed Maximum Price which
have been authorized by Construction Change Directive.)

N0T VAL|0 UNT|L 8|CNE0 Y ThE 0wNER, 60N8TRU6T|0N HANACER, AR6h|TE6T AN0 60NTRA6T0R.


ARCllTECT

A00RE33 A00RE33

8Y 0ATE 8Y 0ATE

C0NTRACT0R 0wNER

A00RE33 A00RE33

8Y 0ATE 8Y 0ATE

0ocument C702
- 1992 |nstruct|ons
Application and Certificate for Payment
AIA Document G702 1992. Copyright 1953, 1963, 1965, 1971, 1978, 1983 and 1992 by The American Institute of Architects. All rights reserved.
WARNING: This AIA

Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this
AIA


CENERAL |NF0RHAT|0N

Purpose and Related Documents
AIA Document G702, Application and Certificate for Payment, is to be used in conjunction with AIA Document
G703, Continuation Sheet. These documents are designed to be used on a Project where a Contractor has a direct
Agreement with the Owner. Procedures for their use are covered in AIA Document A201, General Conditions of the
Contract for Construction.


Reproductions

but only for use in connection with a particular project. The AIA will not permit reproduction outside of the limited
license for reproduction granted above, except upon written request and receipt of written permission from the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult
the End User License Agreement (EULA).



After the Contractor has completed AIA Document G703, Continuation Sheet, summary information should be
transferred to AIA Document G702, Application and Certificate for Payment.

The Contractor should sign G702, have it notarized, and submit it, together with G703, to the Architect.

The Architect should review G702 and G703 and, if they are acceptable, complete the Architects Certificate for
Payment on G702.

The Architect may certify a different amount than that applied for, pursuant to Sections 9.5 and 9.6 of A201. The
Architect should then initial all figures on G702 and G703 that have been changed to conform to the amount certified
and attach an explanation. The completed G702 and G703 should be forwarded to the Owner.

HAK|NC PAYHENT

The Owner should make payment directly to the Contractor based on the amount certified by the Architect on AIA
Document G702, Application and Certificate for Payment. The completed form contains the name and address of the
Contractor. Payment should not be made to any other party unless specifically indicated on G702.


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

Document G702
TM
1992
Application and Certificate for Payment

AIA Document G702 1992. Copyright 1953, 1963, 1965, 1971, 1978, 1983 and 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is protected by U.S. Copyright Law
and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent
possible under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal

APPLICATION NO: Distribution to:

PERIOD TO:

OWNER
TO OWNER:

PROJECT:

CONTRACT FOR:

ARCHITECT

CONTRACT DATE:

CONTRACTOR

FIELD
FROM CONTRACTOR:

VIA ARCHITECT:

PROJECT NOS: / /

OTHER
CONTRACTORS APPLICATION FOR PAYMENT
Application is made for payment, as shown below, in connection with the Contract.
Continuation Sheet, AIA Document G703, is attached.
1. ORIGINAL CONTRACT SUM . $
The undersigned Contractor certifies that to the best of the Contractors knowledge, information
and belief the Work covered by this Application for Payment has been completed in accordance
with the Contract Documents, that all amounts have been paid by the Contractor for Work for
which previous Certificates for Payment were issued and payments received from the Owner, and
that current payment shown herein is now due.
2. Net change by Change Orders $ CONTRACTOR:
3. CONTRACT SUM TO DATE (Line 1 2) .......... $ By: Date:
4. TOTAL COMPLETED & STORED TO DATE (Column G on G703) $
State of:
5. RETAINAGE: County of:
% of Completed Work

a.
(Column D + E on G703) $
Subscribed and sworn to before
me this day of
% of Stored Material

b.
(Column F on G703) $ Notary Public:

Total Retainage (Lines 5a + 5b or Total in Column I of G703). $
My Commission expires:
6. TOTAL EARNED LESS RETAINAGE $ ARCHITECTS CERTIFICATE FOR PAYMENT
(Line 4 Less Line 5 Total)
7. LESS PREVIOUS CERTIFICATES FOR PAYMENT . $
(Line 6 from prior Certificate)
8. CURRENT PAYMENT DUE $
In accordance with the Contract Documents, based on on-site observations and the data comprising
this application, the Architect certifies to the Owner that to the best of the Architects knowledge,
information and belief the Work has progressed as indicated, the quality of the Work is in
accordance with the Contract Documents, and the Contractor is entitled to payment of the
AMOUNT CERTIFIED.

9. BALANCE TO FINISH, INCLUDING RETAINAGE AMOUNT CERTIFIED .............................................................................. $
(Line 3 less Line 6) $

(Attach explanation if amount certified differs from the amount applied. Initial all figures on this
Application and on the Continuation Sheet that are changed to conform with the amount certified.)
CHANGE ORDER SUMMARY ADDITIONS DEDUCTIONS ARCHITECT:

Total changes approved in previous months by Owner $ $
By: Date:
Total approved this Month $ $
TOTALS
$
$
NET CHANGES by Change Order
$
This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the Contractor
named herein. Issuance, payment and acceptance of payment are without prejudice to any rights of
the Owner or Contractor under this Contract.
CAUTION: You should sign an original AIA Contract Document, on which this text appears in RED. An original assures that changes will not be obscured.
Document G704
TM
2000 Instructions
Certificate of Substantial Completion
AIA
Document,

GENERAL INFORMATION

Purpose
This document was developed to establish the date of Substantial Completion for the purpose of commencement of
applicable warranties and to allow the Owner to occupy or utilize the Work or designated portion thereof.

Related Documents
This document was prepared for use under the terms of AIA Document A201, General Conditions of the Contract
for Construction; and under the general conditions contained in AIA Document A107 and A105.


Reproductions



To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal


After the words Project or Designated Portion shall include:, insert a detailed description of the Project or
portion(s) of the Project that have been accepted as being substantially complete.

Determine Work to be completed.
Provide a list of items that are to be completed or corrected.
Determine dates for completion of the Work.
Establish an amount to be withheld to complete the Work.

EXECUTION OF THE DOCUMENT

The G704 document should be executed in not less than triplicate by the Owner, Architect and Contractor, each of
whom retains an original.

Document G704
TM
2000
Certificate of Substantial Completion
AIA
Document,

PROJECT: (Name and address) PROJECT NUMBER:
OWNER
CONTRACT FOR:
ARCHITECT
CONTRACT DATE:
CONTRACTOR
TO OWNER: (Name and address) TO CONTRACTOR: (Name and address)
FIELD

OTHER

PROJECT OR PORTION OF THE PROJECT DESIGNATED FOR PARTIAL OCCUPANCY OR USE SHALL INCLUDE:

The Work performed under this Contract has been reviewed and found, to the Architects best knowledge, information
and belief, to be substantially complete. Substantial Completion is the stage in the progress of the Work when the
Work or designated portion is sufficiently complete in accordance with the Contract Documents so that the Owner can
occupy or utilize the Work for its intended use. The date of Substantial Completion of the Project or portion
designated above is the date of issuance established by this Certificate, which is also the date of commencement of
applicable warranties required by the Contract Documents, except as stated below:

ARCHITECT BY

DATE OF ISSUANCE

A list of items to be completed or corrected is attached hereto. The failure to include any items on such list does not
alter the responsibility of the Contractor to complete all Work in accordance with the Contract Documents. Unless
otherwise agreed to in writing, the date of commencement of warranties for items on the attached list will be the date
of issuance of the final Certificate of Payment or the date of final payment.

Cost estimate of Work that is incomplete or defective: $

The Contractor will complete or correct the Work on the list of items attached hereto within
( ) days from the above date of Substantial Completion.

CONTRACTOR BY DATE

The Owner accepts the Work or designated portion as substantially complete and will assume full possession at
(time) on (date).

OWNER BY DATE

The responsibilities of the Owner and Contractor for security, maintenance, heat, utilities, damage to the Work and
insurance shall be as follows: (Note: Owners and Contractors legal and insurance counsel should determine and
review insurance requirements and coverage.)

0ocument C704|6Ha
TH
- 1992
|nstruct|ons
Certificate of 3ubstantial Completion 0onsrrucr|on Vanager-/ov|ser Eo|r|on
Document is
protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA
Document, or any portion of it,

may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to
reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of
Architects legal counsel, copyright@aia.org.

CENERAL |NF0RHAT|0N

Purpose
AIA Document G704/CMa, Certificate of Substantial Completion, Construction Manager-Adviser Edition, is a new
document. This document was developed to include the Construction Manager in the process of establishing the date
of Substantial Completion, which is established for the purpose of commencement of applicable warranties and to
allow the Owner to occupy or utilize the Work or designated portion thereof.

Related Documents
This document was prepared for use under the terms of AIA Document A201/CMa, General Conditions of the
Contract for Construction, Construction Manager-Adviser Edition.


Reproductions

G704/CMa, but only for use in connection with a particular project. The AIA will not permit reproduction outside of
the limited license for reproduction granted above, except upon written request and receipt of written permission
from the AIA.




After the words "Project or Designated Portion shall include:", insert a detailed description of the Project or
portion(s) of the Project that have been accepted as being substantially complete.

Provide a list of items that are to be completed or corrected.
Determine dates for completion of the Work.
Establish an amount to be withheld to complete the Work.


The G704/CMa document should be executed in not less than quadruplicate by the Owner, Construction Manager,
Architect and Contractor, each of whom retains an original.

0ocument C704|6Ha
TH
- 1992
Certificate of 3ubstantial Completion 0onsrrucr|on Vanager-/ov|ser Eo|r|on
Document is


PR0JE6T: (Name and address) PR0JE6T NUHER:
0wNER
60NTRA6T F0R:
60NTRA6T 0ATE:
ARCllTECT
T0 0wNER: (Name and address) T0 60NTRA6T0R: (Name and address)
C0NTRACT0R

FlEL0

0TlER
0ATE 0F |88UAN6E:

PR0JE6T 0R 0E8|CNATE0 P0RT|0N 8hALL |N6LU0E:

The Work performed under this Contract has been reviewed and found, to the Construction Managers and Architects
best knowledge, information and belief, to be substantially complete. Substantial Completion is the stage in the progress
of the Work when the Work or designated portion thereof is sufficiently complete in accordance with the Contract
Documents so the Owner can occupy or utilize the Work for its intended use. The date of Substantial Completion of the
Project or portion thereof designated above is hereby established as
which is also the date of commencement of applicable warranties required by the Contract Documents, except as
stated below:

alter the responsibility of the Contractor to complete all Work in accordance with the Contract Documents.

60N8TRU6T|0N HANACER Y 0ATE

AR6h|TE6T Y 0ATE

The Contractor will complete or correct the Work on the list of items attached hereto within
days from the above date of Substantial Completion.

60NTRA6T0R Y 0ATE

The Owner accepts the Work or designated portion thereof as substantially complete and will assume full possession
thereof at (time) on (date).

0wNER Y 0ATE

The responsibilities of the Owner and the Contractor for security, maintenance, heat, utilities, damage to the Work and
insurance shall be as follows: (Note: Owners and Contractors legal and insurance counsel should determine and
review insurance requirements and coverage.)

0ocument C704|0
TH
- 2004
|nstruct|ons
Acknowledgement of 3ubstantial Completion ol a 0es|gn-3u||o Proecr
AIA Document G704/DB 2004. Copyright 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is

produce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of

CENERAL |NF0RHAT|0N

Purpose
This document was developed for the Owner to acknowledge the date of Substantial Completion of the design-build
project, or the date when the Owner can occupy or utilize all or a portion of the Work for its intended use. The date
of Substantial Completion establishes the commencement of applicable warranties required by the Design-Build
Contract. The G704/DB also provides an estimated amount for a list of items to be completed or corrected, and the
date and time when the Owner accepts the Work and will assume possession.

Related Documents
This document was prepared for use under the terms of AIA Document A1412004, Standard Form of Agreement
Between Owner and Design-Builder, Appendix A, Terms and Conditions. For more information, refer to Section
A.9.8 of Appendix A.


Reproductions

G704/DB, but only for use in connection with a particular project. The AIA will not permit reproduction outside of
the limited license for reproduction granted above, except upon written request and receipt of written permission
from the AIA.



60HPLET|NC ThE C704|0 F0RH

In the space provided, insert a detailed description of the Project or portion(s) of the Project that the Owner has
accepted as being substantially complete.

Provide and attach a list of items that are to be completed or corrected.
Determine and insert the date the Design-Builder will complete or correct the Work.
Establish and provide a cost estimate of the listed defective or incomplete Work.


The G704/DB document should be executed in not less than triplicate by the Owner, and Design-Builder, each of
whom retains an original.
Document G704/DB
TM
2004
Acknowledgement of Substantial Completion of a Design-Build Project
AIA Document G704/DB 2004. Copyright 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is


OWNER
CONTRACT FOR:
DESIGN-BUILDER
CONTRACT DATE:
CONTRACTOR
TO OWNER: (Name and address) FROM DESIGN-BUILDER: (Name and address)
ARCHITECT

OTHER

PROJECT OR PORTION OF THE PROJECT DESIGNATED FOR PARTIAL OCCUPANCY OR USE SHALL INCLUDE:

The Work performed under this Design-Build Contract has been reviewed and found, to the Owners best knowledge,
information and belief, to be substantially complete. Substantial Completion is the stage in the progress of the Work
when the Work or designated portion is sufficiently complete in accordance with the Design-Build Documents so that
the Owner can occupy or utilize the Work for its intended use. The date of Substantial Completion of the Project or
portion designated above is the date of issuance established by this Acknowledgment, which is also the date of
commencement of applicable warranties required by the Design-Build Documents, except as stated below:

OWNER BY DATE OF ISSUANCE

alter the responsibility of the Design-Builder to complete all Work in accordance with the Design-Build Documents.
Unless otherwise agreed to in writing, the date of commencement of warranties for items on the attached list will be
the date of issuance of the final Certificate of Payment or the date of final payment.

Cost estimate of Work that is incomplete or defective: $

The Design-Builder will complete or correct the Work on the list of items attached hereto within
( ) days from the above date of Substantial Completion.

DESIGN-BUILDER BY DATE

The Owner accepts the Work or designated portion as substantially complete and will assume full possession at
(time) on (date).

OWNER BY DATE
The responsibilities of the Owner and Design-Builder for security, maintenance, heat, utilities, damage to the Work
and insurance shall be as follows: (Note: Owners and Design-Builders legal and insurance counsel should
determine and review insurance requirements and coverage.)

Document G705
TM
2001 Instructions
List of Subcontractors
AIA Document G705 2001 (formerly G805 2001). Copyright 2001 by The American Institute of Architects. All rights reserved. WARNING:
This AIA



GENERAL INFORMATION
Purpose
AIA Document G7052001 is an administrative form intended for use in maintaining a list of proposed
Subcontractors to be employed by the Contractor for various portions of any project.

Related Documents
AIA Document G7052001 relates to AIA Document A2012007, General Conditions of the Contract for
Construction; AIA Document A1072007, Standard Form of Agreement Between Owner and Contractor for a
Project of Limited Scope; and AIA Document A4012007, Standard Form of Agreement Between Contractor and
Subcontractor.

Use of Current AIA Documents
Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component
to verify the most recent edition.

Reproductions

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G705
2001, but only for use in connection with a particular project. The AIA will not permit reproduction outside of the
limited license for reproduction granted above, except upon written request and receipt of written permission from the
AIA.



USING G7052001
As a requirement of AIA Document A2012007 and AIA Document A1072007, the Contractor will complete this
list of proposed Subcontractors for submission to the Owner, through the Architect, after award of the Contract.
Subcontractors are persons or entities who have a direct contract with the Contractor to perform a portion of the Work
at a project site.

For A2012007, this list should include both Subcontractors and the names of persons or entities, including those who
furnish materials or equipment fabricated to a special design, proposed for each principal portion of the Work.
After the Owner and Architect review AIA Document G7052001, it is the Owner's or Architect's responsibility under
A2012007 to reply, in writing, to the Contractor if there is reasonable objection to any proposed persons or entities.

Document G705
TM
2001
List of Subcontractors
AIA Document G705 2001 (formerly G805 2001). Copyright 2001 by The American Institute of Architects. All rights reserved.
WARNING: This AIA

Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of
this AIA

Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent
possible under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA
Contract Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

PROJECT: (Name and address)

DATE:

TO ARCHITECT: (Name and address) ARCHITECTS PROJECT NUMBER:

FROM CONTRACTOR: (Name and Address) CONTRACTORS PROJECT NUMBER :

(List Subcontractors and others proposed to be employed on the above Project as required by the bidding documents.)

Work/Firm Name Address/Phone Superintendent

0ocument C70
TH
- 1994 |nstruct|ons
Contractor's Affidavit of Payment of 0ebts and Claims
AIA Document G706 1994. Copyright 1970 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document, or
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-
mail The American Institute of Architects legal counsel, copyright@aia.org.

CENERAL |NF0RHAT|0N

Purpose. This document is intended for use when the Contractor is required to provide a sworn statement verifying that debts
and claims have been settled, except for those listed by the Contractor under EXCEPTIONS in the document. G706 is
typically executed as a condition of final payment.

Related Documents. This document may be used with most of the AIAs Owner-Contractor agreements and general
conditions, such as A201 and its related family of documents. G706 also requires the attachment of several supporting
documents, including G706A, Contractors Affidavit of Release of Liens, and G707, Consent of Surety to Reduction in or
Release of Retainage.

Use of Current Documents. Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA
component to verify the most recent edition.

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

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G706, but only
for use in connection with a particular project. The AIA will not permit reproduction outside of the limited license for
reproduction granted above, except upon written request and receipt of written permission from the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the End
User License Agreement (EULA).

To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel,
copyright@aia.org.

6hANCE8 FR0H ThE PREV|0U8 E0|T|0N

A cross-reference to AIA Document A201 has been deleted to permit the use of G706 with other families of AIA documents,
including construction management, interiors and design/build.


General. The Owner-Contractor Agreement is the usual source of required information such as the contract date and the
names and addresses of the Owner, Project and Contractor.

Architects Project No. This information is typically supplied by the Architect and entered on the form by the Contractor.

Contract For. This refers to the scope of the contract, such as General Construction or Mechanical Work.

Affidavit. Indicate the state and county where the Affidavit is made. This is not necessarily the same location as the Project,
but should be the location where the notary is authorized to administer sworn oaths. If there are any EXCEPTIONS to the
statement, these should be listed in the space provided; otherwise enter as None. It may be a stipulation of the Contract
Documents that the Owner has the right to require the Contractor to furnish a bond to cover each exception listed on the
Affidavit.

Supporting Documents. The AIA documents listed as attachments to the G706 form should be of the same (current) edition
date as G706. The AIA does not publish a Release or Waiver of Liens for contractors or subcontractors because of the great
diversity of releases or waivers permitted by various state mechanics lien laws. Forms for such purposes may be available
from local contractors associations or may be written with the assistance of legal counsel.


The Notary Public should administer a sworn oath to the Contractor referencing the written statements appearing on G706, and
should duly sign and seal this document containing the Contractors signature. G706 should be signed by the Contractor or the
Contractors authorized representative.
0ocument C70
TH
- 1994
Contractor's Affidavit of Payment of 0ebts and Claims

Document, or

PR0JE6T: (Name and address) AR6h|TE6T'8 PR0JE6T NUHER:
0wNER
60NTRA6T F0R:
ARCllTECT

C0NTRACT0R
T0 0wNER: (Name and address) 60NTRA6T 0ATE0:
3uRETY

0TlER

8TATE 0F:
60UNTY 0F:
The undersigned hereby certifies that, except as listed below, payment has been made in full and all obligations have
otherwise been satisfied for all materials and equipment furnished, for all work, labor, and services performed, and
for all known indebtedness and claims against the Contractor for damages arising in any manner in connection with
the performance of the Contract referenced above for which the Owner or Owners property might in any way be
held responsible or encumbered.
EX6EPT|0N8:

8UPP0RT|NC 006UHENT8 ATTA6hE0 hERET0: 60NTRA6T0R: (Name and address)
1. Consent of Surety to Final Payment. Whenever
Surety is involved, Consent of Surety is
required. AIA Document G707, Consent of
Surety, may be used for this purpose.

Indicate Attachment Yes No
BY:

The following supporting documents should be attached
hereto if required by the Owner:
(Signature of authorized representative)

1. Contractors Release or Waiver of Liens,
conditional upon receipt of final payment.

Subscribed and sworn to before me on this date: 2. Separate Releases or Waivers of Liens from
Subcontractors and material and equipment
suppliers, to the extent required by the Owner,
accompanied by a list thereof.

Notary Public:

3. Contractors Affidavit of Release of Liens
(AIA Document G706A).
My Commission Expires:
0ocument C70A
- 1994 |nstruct|ons
Contractor's Affidavit of Release of Liens
AIA Document G706A 1994. Copyright 1970 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This AIA


Document,
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents,

CENERAL |NF0RHAT|0N
Purpose. This document is intended for use as companion to AIA Document G706, Contractor's Affidavit of
Payment of Debts and Claims.
Related Documents. This document may be used with most of AIA's Owner-Contractor agreements and general
conditions, such as A201 and its related family of documents. As noted above, this is a companion document to AIA
Document G706.
Use of Current Documents. Prior to using any AIA Contract Document, users should consult www.aia.org or a local
AIA component to verify the most recent edition.
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
The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G706A,
A cross reference to AIA Document A201 has been deleted to permit the use of G706A with other families of AIA
documents, including construction management, interiors and design/build.
60HPLET|NC ThE C70A F0RH
General. The Owner-Contractor Agreement is the usual source of required information such as the contract date and
the names and addresses of the Owner, Project and Contractor.
Architects Project No. This information is typically supplied by the Architect and entered on the form by the
Contractor.
Contract For. This refers to the scope of the contract, such as "General Construction" or "Mechanical Work."
Affidavit. Indicate the state and county where the Affidavit is made. This is not necessarily the same location as the
Project, but should be the location where the notary is authorized to administer sworn oaths. If there are any
EXCEPTIONS to the statement, these should be listed in the space provided; otherwise enter as "None." It may be a
stipulation of the Contract Documents that the Owner has the right to require the Contractor to furnish a bond to
cover each exception listed on the Affidavit.
Supporting Documents. The AIA does not publish a "Release or Waiver of Liens" for contractors or subcontractors
because of the great diversity of releases or waivers permitted by various state mechanics lien laws. Forms for such
purposes may be available from local contractors' associations or may be written with the assistance of legal counsel.
The Notary Public should administer a sworn oath to the Contractor in reference to the written statements appearing
on G706A, and should duly sign and seal this document containing the Contractor's signature. G706A should be
signed by the Contractor or the Contractor's authorized representative.
Document G706A
TM
1994
Contractor's Affidavit of Release of Liens

AIA Document G706A 1994. Copyright 1970 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This AIA


Document,
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents,

PROJECT: (Name and address) ARCHITECTS PROJECT NUMBER:
OWNER
CONTRACT FOR:
ARCHITECT

CONTRACTOR
TO OWNER: (Name and address) CONTRACT DATED:
SURETY

OTHER

STATE OF:
COUNTY OF:
The undersigned hereby certifies that to the best of the undersigneds knowledge, information and belief, except as
listed below, the Releases or Waivers of Lien attached hereto include the Contractor, all Subcontractors, all suppliers
of materials and equipment, and all performers of Work, labor or services who have or may have liens or
encumbrances or the right to assert liens or encumbrances against any property of the Owner arising in any manner
out of the performance of the Contract referenced above.
EXCEPTIONS:

SUPPORTING DOCUMENTS ATTACHED HERETO: CONTRACTOR: (Name and address)
1. Contractors Release or Waiver of Liens,
conditional upon receipt of final payment.

BY:
2. Separate Releases or Waivers of Liens from
Subcontractors and material and equipment
suppliers, to the extent required by the Owner,
accompanied by a list thereof.

Subscribed and sworn to before me on this date:
Notary Public:
My Commission Expires:
0ocument C707
- 1994 |nstruct|ons
Consent of 3urety to Final Payment


Document,

CENERAL |NF0RHAT|0N
Purpose
This document is intended for use as a companion to AIA Document G706, Contractors Affidavit of
Payment of Debts and Claims, on construction projects where the Contractor is required to furnish a bond. By
obtaining the Suretys 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.
Related Documents
This document may be used with most of the AIAs Owner-Contractor agreements and general conditions,
such as A201 and its related family of documents. As noted above, this is a companion document to AIA
Document G706.
Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA component to
verify the most recent edition.
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
G707, but only for use in connection with a particular project. The AIA will not permit reproduction outside
of the limited license for reproduction granted above, except upon written request and receipt of written
permission from the AIA.
Changes in the location of various items of information were made, without revision to the substance of the
document.
General
The bond form is the usual source of required information such as the contract date and the names and
addresses of the Surety, Owner, Contractor and Project.
Architects Project No.
This information is typically supplied by the Architect and entered on the form by the Contractor.
Contract For
This refers to the scope of the contract, such as "General Construction" or "Mechanical Work."
The G707 form requires both the Suretys seal and the signature of the Suretys authorized representative.

0ocument C707
TH
- 1994
Consent of 3urety to Final Payment


Document,

PR0JE6T: (Name and address) AR6h|TE6T'8 PR0JE6T NUHER:
0wNER
60NTRA6T F0R:
ARCllTECT

C0NTRACT0R
T0 0wNER: (Name and address) 60NTRA6T 0ATE0:
3uRETY

0TlER

In accordance with the provisions of the Contract between the Owner and the Contractor as indicated above, the
(Insert name and address of Surety)

, SURETY,
on bond of
(Insert name and address of Contractor)

, CONTRACTOR,
hereby approves of the final payment to the Contractor, and agrees that final payment to the Contractor shall not
relieve the Surety of any of its obligations to
(Insert name and address of Owner)

, OWNER,
as set forth in said Suretys bond.

IN WITNESS WHEREOF, the Surety has hereunto set its hand on this date:
(Insert in writing the month followed by the numeric date and year.)

(Surety)

Attest:
(Seal): (Printed name and title)

0ocument C707A
TH
- 1994
Consent of 3urety to Reduction in or Partial Release of Retainage
AIA Document G707A 1994. Copyright 1971, 1982 and 1994 by The American Institute of Architects. All rights reserved. WARNING: This
AIA



CENERAL |NF0RHAT|0N

Purpose. This document is intended for use when the Contractor requests a reduction or release of retainage from the
Owner. The G707A form, when duly executed, assures the Owner that such reduction or partial release of retainage does
not relieve the Surety of its obligations.

conditions, such as A201 and its related family of documents. It is often used as accompanying documentation to AIA
Document G702, Application and Certificate for Payment, when release or reduction of retainage is requested by the
Contractor.



The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G707A, but


copyright@aia.org.


Changes in the location of various items of information were made, without revision to the substance of the document.



Contractor.



The G707A form requires both the Suretys seal and the signature of the Suretys authorized representative.

0ocument C707A
TH
- 1994
AIA



CENERAL |NF0RHAT|0N


Contractor.





copyright@aia.org.





Contractor.




0ocument C707A
TH
- 1994
AIA



CENERAL |NF0RHAT|0N


Contractor.





copyright@aia.org.





Contractor.




0ocument C707A
TH
- 1994
AIA



T0 0wNER: (Name and address) AR6h|TE6T'8 PR0JE6T NUHER:
0wNER
60NTRA6T F0R:
ARCllTECT

C0NTRACT0R
PR0JE6T: (Name and address) 60NTRA6T 0ATE0:
3uRETY

0TlER

In accordance with the provisions of the Contract between the Owner and the Contractor as indicated above, the
(Insert name and address of Surety)

, SURETY,
on bond of
(Insert name and address of Contractor)

, CONTRACTOR,
hereby approves the reduction in or partial release of retainage to the Contractor as follows:

The Surety agrees that such reduction in or partial release of retainage to the Contractor shall not relieve the Surety of
any of its obligations to
(Insert name and address of Owner)

, OWNER,
as set forth in said Suretys bond.

IN WITNESS WHEREOF, the Surety has hereunto set its hand on this date:
(Insert in writing the month followed by the numeric date and year.)

(Surety)

Attest:
(Seal): (Printed name and title)
Document G709
TM
2001 Instructions
Work Changes Proposal Request



Document, or any
portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are
GENERAL INFORMATION
Purpose
AIA Document G709 is an administrative form and not intended to modify the contract for construction. G709 is
for securing price quotations needed for the negotiation of Work changes. It provides a clear and concise means
of initiating the process for changes in the Work.

Prior to using any AIA Contract Document, users should consult www.aia.org or visit a local AIA component to

Reproductions

G7092001, but only for use in connection with a particular project. The AIA will not permit reproduction
outside of the limited license for reproduction granted above, except upon written request and receipt of written



COMPLETING THE G709
2001 DOCUMENT
The Architect typically prepares AIA Document G709 and forwards it to the Contractor.

In the blank after TO CONTRACTOR, the Contractor should be identified by name.

In the blank after CONTRACT FOR, the words General Construction may be inserted if the Contractor is a
single prime (or general) contractor. However, if the Contractor is one of several prime contractors, the Work
performed by that Contractor should be identified, such as "Mechanical Work."

Under Description, the change for which a proposal is being requested should be described with reference to
drawings by number and specifications by section. Other drawings or graphic materials should be provided as
necessary. If separate sheets are attached, they should be clearly identified, numbered and dated.

The Architect should retain copies of the document. Other copies should be distributed to the Owner and other
interested parties selected from the distribution list at the top right of the document.
0ocument C709
TH
- 2001
work Changes Proposal Request


Document, or any

PR0JE6T: (Name and address) PR0P08AL RE0UE8T NUHER:
0wNER
0ATE 0F |88UAN6E:
ARCllTECT
60NTRA6T F0R:
C0N3uLTANT
0wNER:(Name and address) 60NTRA6T 0ATE:
C0NTRACT0R
AR6h|TE6T'8 PR0JE6T NUHER:
FlEL0
0TlER
FR0H AR6h|TE6T: (Name and address) T0 60NTRA6T0R: (Name and address)

Please submit an itemized proposal for changes in the Contract Sum and Contract Time for proposed modifications to the
Contract Documents described herein. Within ( ) days, the Contractor must submit this proposal or notify
the Architect, in writing, of the date on which proposal submission is anticipated.

Th|8 |8 N0T A 6hANCE 0R0ER, A 60N8TRU6T|0N 6hANCE 0|RE6T|VE 0R A 0|RE6T|0N T0 PR06EE0 w|Th ThE
w0RK 0E86R|E0 |N ThE PR0P08E0 H00|F|6AT|0N8.

0E86R|PT|0N: (Insert a written description of the Work)

ATTA6hHENT8: (List attached documents that support description)

RE0UE8TE0 Y ThE AR6h|TE6T:

(Signature) (Printed name and title)

Document G710
TM
1992 Instructions
Architects Supplemental Instructions

Document

Document, or any portion of
it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted
to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of

General Information
AIA Document G710 may be used by the Architect to issue supplemental instructions or interpretations or to order minor
changes in the Work. It is intended to help the Architect perform the functions described in Section 2.6.13 of AIA
Document B141, 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, General Conditions of the Contract for
Construction.
If the Contractor believes that a change in Contract Sum or Contract Time is involved, different documents should be
used. Depending on the circumstances, the appropriate document may be AIA Document G709, Proposal Request; AIA
Document G714, Construction Change Directive; or AIA Document G701, Change Order.
If an Architects Project Representative will be involved in the use of this document, it may be helpful to review AIA
Document B352, Duties, Responsibilities and Limitations of Authority of the Architects Project Representative, to
coordinate and verify relationships and responsibilities.
Reproductions
The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G710, but
copyright@aia.org.
Completing the G710 Form
The Architect initiates and prepares the form and forwards it to the Contractor.
In the blank after TO:, the Contractor should be identified by name. In the blank after CONTRACT FOR: the words
General Construction may be inserted if the Contractor is a single prime (or general) Contractor; however, if the
Contractor is one of several prime Contractors, the Work performed by that Contractor should be identified.
The description of the action required should be carefully prepared after personal investigation or discussions with field
personnel or Project Representatives. Written instructions or clarifications will often be sufficient, but the objective is to
communicate clearly. Drawings or other graphic material should be provided as necessary.
If separate sheets are attached, they should be clearly identified, numbered and dated. Copies should be retained by the
Architect; other copies should be distributed to the Owner and other interested parties as marked at the top of the form.
Document G710
TM
1992
Architect's Supplemental Instructions

Document

it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted
to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of

PROJECT: (Name and address) ARCHITECTS SUPPLEMENTAL
INSTRUCTION NUMBER:
OWNER

ARCHITECT

CONSULTANT
OWNER: (Name and address) DATE OF ISSUANCE:
CONTRACTOR

FIELD

CONTRACT FOR:
OTHER
FROM ARCHITECT: (Name and address) CONTRACT DATE:

TO CONTRACTOR: (Name and address)

ARCHITECTS PROJECT NUMBER:

The Work shall be carried out in accordance with the following supplemental instructions issued in accordance with
the Contract Documents without change in Contract Sum or Contract Time. Proceeding with the Work in
accordance with these instructions indicates your acknowledgment that there will be no change in the Contract Sum
or Contract Time.

DESCRIPTION:

ATTACHMENTS:
(Here insert listing of documents that support description.)

ISSUED BY THE ARCHITECT:

(Signature) (Printed name and title)

Document G711
TM
1972
Architect's Field Report
AIA Document G711 1972. Copyright 1972 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is


PROJECT: FIELD REPORT NO: OWNER
ARCHITECT
CONSULTANT
CONTRACT: ARCHITECTS PROJECT NO: FIELD
DATE TIME WEATHER TEMP. RANGE

EST. % OF COMPLETION CONFORMANCE WITH SCHEDULE (+,-)
WORK IN PROGRESS PRESENT AT SITE

OBSERVATIONS

ITEMS TO VERIFY

INFORMATION OR ACTION REQUIRED

ATTACHMENTS

REPORT BY:
Document G712
TM
1972
Shop Drawing and Sample Record


Document is protected by U.S. Copyright Law and International
Treaties. Unauthorized reproduction or distribution of this AIA

under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal

PROJECT: ARCHITECT PROJECT NO.:

CONTRACTOR:
REFERRED ACTION COPIES TO
DATE
REC'D.
SPEC SECTION
#

SHOP DWG.
OR SAMPLE #
TITLE
CONTRACTOR
SUBCONTRACTOR
TRADE
#

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#

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Document G714
TM
2007 Instructions
Construction Change Directive


Document, or

GENERAL INFORMATION
Purpose. AIA Document G7142007 is a directive for changes in the Work where the Owner and Contractor have not
reached an agreement on proposed changes in the Contract Sum or Contract Time.
Related Documents. G714 was prepared for use under the terms of AIA Document A2012007, General Conditions of
the Contract for Construction, and AIA Document A1072007, Standard Form of Agreement Between Owner and
Contractor for Construction Projects of Limited Scope.
Use of Current Documents. Prior to using any AIA Contract Document, users should consult www.aia.org or a local AIA
component to verify the most recent edition.
but only for use in connection with a particular project. The AIA will not permit reproduction outside of the limited license
Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the End
User License Agreement (EULA).
copyright@aia.org.
USING G7142007
With the concurrence of the Owner, the Architect initiates and prepares the form, including a description of the changes in
the Work and attachments.
Method of Determining Costs. In accordance with AIA Document A2012007, Section 7.3.3, insert the method proposed
for determining the final Cost of the Work. The Owner and Contractor should use Lump Sum when there is likely to be mu-
tual agreement as to the total cost of the change and all costs associated with the change are included in the Lump Sum. Unit
Price should be used when there is likely to be mutual agreement by the Owner and Contractor as to the cost per unit of measurement
for the change, but the number of units of measurement cannot be reasonably determined at the time the form is signed.
Reference to AIA Document A2012007, Section 7.3.7, indicates that payment will be made on a time and material basis
with reasonable allowances for overhead and profit as defined therein. Refer to A2012007, Section 7.3.7, for a definition
of the method proposed for determining costs to be included.
The space after the designation as follows should be used where more than one method of adjustment, or a method other
than those designated above, is proposed and where the Contractor is likely to concur with one or more of the specified methods.
Pending final determination of the cost of the changes to the Work, amounts not in dispute may be included in applications
for payment. Undisputed amounts should be clearly documented by written agreement using AIA Document G7021992,
Application and Certificate for Payment.
Change in Contract Time. Insert the proposed adjustment in Contract Time, if any, associated with the changes in the Work.
EXECUTING G7142007
Once the Architect has completed the form and has executed it in triplicate, all three copies should be sent to the Owner for
authorization. The Architect alone does not have the authority to authorize additional expenditure or time extensions.
The Owners representative executing this document must be legally empowered to authorize additional funds, and the
amount of the proposed changes must not exceed the representatives monetary authorization. Once authorized by the
Owner or the Owners representative, the Architect should send one copy to the Contractor.
Upon receipt of the Construction Change Directive, the Contractor shall promptly proceed with the changes directed. If the
proposed method of adjustment is acceptable, the Contractor informs the Architect, and the method of adjustment selected
shall be used in determining future applications for payment. If the proposed method of adjustment is not acceptable, the
Contractor shall inform the Architect. In such event, the method of the adjustment will automatically become that
designated in A2012007, Section 7.3.7.
The Architect should prepare a Change Order for execution by the Owner, Architect and Contractor for the change in the
Work directed by the Construction Change Directive when
(a) the Contractor agrees to the proposed adjustment of the Contract Sum and Contract Time upon receipt of the
Construction Change Directive, and
(b) the Contractor and Owner agree to the determination by the Architect of the change in Contract Sum pursuant
to A2012007, Section 7.3.7, and Contract Time pursuant to A2012007, Section 7.3.10.
If, following the Architects determination, no agreement is reached, the matter is referred to the Architect as a Claim.
Copies of the document should be distributed to the Owner and interested parties selected from the distribution list at the
top right of the document.
Document G714
TM
2007
Construction Change Directive


Document, or

PROJECT: (Name and address) DIRECTIVE NUMBER:
OWNER

DATE:
ARCHITECT

CONTRACT FOR:
CONSULTANT
TO CONTRACTOR: (Name and address) CONTRACT DATED:
CONTRACTOR

ARCHITECTS PROJECT NUMBER:
FIELD

OTHER
You are hereby directed to make the following change(s) in this Contract:
(Describe briefly any proposed changes or list any attached information in the alternative)

PROPOSED ADJUSTMENTS
1. The proposed basis of adjustment to the Contract Sum or Guaranteed Maximum Price is:
Lump Sum (increase) (decrease) of $
Unit Price of $ per
As provided in Section 7.3.3 of AIA Document A201-2007
As follows:

2. The Contract Time is proposed to (be adjusted) (remain unchanged). The proposed adjustment, if any, is
(an increase of days) (a decrease of days).

When signed by the Owner and Architect and received by the Contractor, this
document becomes effective IMMEDIATELY as a Construction Change Directive
(CCD), and the Contractor shall proceed with the change(s) described above.
Contractor signature indicates agreement
with the proposed adjustments in Contract
Sum and Contract Time set forth in this
CCD.

ARCHITECT (Firm name) OWNER (Firm name) CONTRACTOR (Firm name)

ADDRESS

ADDRESS

ADDRESS

BY (Signature) BY (Signature) BY (Signature)

(Typed name) (Typed name) (Typed name)

DATE

DATE

DATE
Document G715
TM
1991 Instructions
Supplemental Attachment
for ACORD Certificate of Insurance 25-S

Document is

it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are

GENERAL INFORMATION

Purpose

The Association for Cooperative Operations Research and Development (ACORD) form certificate is widely used to
certify the coverage required of contractors under the terms of AIA Document A201, General Conditions of the
Contract for Construction. Since the ACORD certificate does not have space to show all the coverages required in AIA
Document A201, the Supplemental Attachment form should be completed, signed by the Contractor's insurance
representative and attached to the ACORD certificate.

Reproductions




copyright@aia.org.

Completing the Forms

The Insured's General Liability, Automobile Liability, Excess Liability, and Workers Compensation and Employers
Liability can be shown on the ACORD certificate in the proper boxes. Additional information about the General
Liability and Voluntary Compensation should be shown on the Supplemental Attachment.

The ACORD certificate uses the word "endeavor" in the notice provisions. AIA Document A201, requires absolute
notice to the holder 30 days prior to cancellation or expiration of the required coverages. The Supplemental
Attachment reflects this obligation.

Additional Obligations

Section 9.10.2 of AIA Document A201, contains a requirement that the Products and Completed Operations insurance
be carried for a specified period of time after final payment has been received for the Project for which the certificate
and Supplemental Attachment have been issued. The insurance representative should note this requirement when
reviewing the Insured's insurance program. The insurance representative should obtain and review a copy of the
Contract to be sure all insurable obligations are noted.

If additional language from AIA Document A511 has been incorporated into the Contract for Construction, other
insurance obligations may be required of the Contractor and should be shown on the ACORD certificate or the
Supplemental Attachment.

Document G715
TM
1991
Supplemental Attachment
for ACORD Certificate of Insurance 25-S

Document is

it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are

(This document replaces AIA Document G705, Certificate of Insurance.)
PROJECT (Name and address):

INSURED

A. General Liability Yes No N/A
1. Does the General Aggregate apply to this Project only?
2. Does this policy include coverage for:
a. Premises - Operations?
b. Explosion, Collapse and Underground Hazards?
c. Personal Injury Coverage?
d. Products Coverage?
e. Completed Operations?
f. Contractual Coverage for the Insured's obligations in A201?
3. If coverage is written on a claims-made basis, what is the:
a. Retroactive Date?
b. Extended Reporting Date?
B. Worker's Compensation
1. If the Insured is exempt from Worker's Compensation statutes, does the Insured
carry the equivalent Voluntary Compensation coverage?

C. Final Payment Information
1. Is this certificate being furnished in connection with the Contractor's request for
final payment in accordance with the requirements of Sections 9.10.2 and 11.1.3 of
AIA Document A201, General Conditions of the Contract for Construction?

2. If so, and if the policy period extends beyond termination of the Contract for
Construction, is Completed Operations coverage for this Project continued for the
balance of the policy period?

D. Termination Provisions
1. Has each policy shown on the certificate and this Supplement been endorsed to
provide the holder with 30 days notice of cancellation and/or expiration? List below
any policies which do not contain this notice.

E. Other Provisions

Authorized Representative

Date of Issue

0ocument C71
TH
- 2004 |nstruct|ons
Request for lnformation ["RFl"}
AIA Document G7162004. Copyright 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is


CENERAL |NF0RHAT|0N

Purpose
AIA Document G716 is intended to provide a standard form for an owner, architect, contractor or other party to
request information from each other during construction. The RFI is utilized to obtain information that the requesting
party cannot obtain through research, document review, or other reasonable means. A RFI that is already contained or
provided for in the contract documents may result in additional administrative charges. RFIs should be numbered,
logged and tracked through a document management logging system.


Reproductions





To/From: Identify names, firm names and addresses.

Project/Project Numbers: State the name and address of the project and the relevant project numbers.

Issue Date: Insert the date the RFI is sent.

Requested Reply Date: Indicate the date the information is required in accordance with the contract or by reasonable
expectation.

RFI Description: Fully describe the question or type of information requested in concise terms utilizing references to
related documents or physical descriptions as may be necessary.

Reference/Attachments: Refer to or attach relevant information such as a drawing, the specifications or material
researched when searching for the information requested in the RFI.

Senders Recommendation: If the sender is seeking a solution or answer to a site or construction condition, the
sender may include a recommended solution based on the senders expertise and the options available, including any
known affects on cost or schedule.

Receivers Response: Provide an answer to the RFI in concise terms, or enclose specifically requested information
such as schedules or pricing data. Include any known affects on cost or schedule.

0ocument C71
TH
- 2004
Request for lnformation ["RFl"}
AIA Document G716 2004. Copyright The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is protected by
U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA
Document, or any portion of it, may result in

severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to reproduce ten
(10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal

T0: FR0H:

PR0JE6T: |88UE 0ATE: RF| No.

RE0UE8TE0 REPLY 0ATE:
PR0JE6T NUHER8:

60P|E8 T0:

RF| 0E86R|PT|0N: (Fully describe the question or type of information requested.)

REFEREN6E8|ATTA6hHENT8: (List specific documents researched when seeking the information requested.)
3PEClFlCATl0N3: 0RAwlN03: 0TlER:

8EN0ER'8 RE60HHEN0AT|0N: (If RFI concerns a site or construction condition, the sender may provide a
recommended solution, including cost and/or schedule considerations.

RE6E|VER'8 REPLY: (Provide answer to RFI, including cost and/or schedule considerations.)

y: 0ate: 6op|es to:
Note: This reply is not an authorization to proceed with work involving additional cost, time or both. If any reply
requires a change to the Contract Documents, a Change Order, Construction Change Directive or a Minor Change in the
work must be executed in accordance with the Contract Documents.
0ocument C722|6Ha
TV

- 1992 |nstruct|ons
Project Application and Project Certificate for Payment
AIA Document G722/CMa 1992. Copyright 1981 and 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is

severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to reproduce ten (10) copies of this
document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

CENERAL |NF0RHAT|0N

Purpose. AlA 0ocurerl 0Z22/CVa, Projecl App||cal|or ard Projecl Cerl|l|cale lor Payrerl, |s lo oe used |r corjurcl|or W|lr AlA 0ocurerl 0Z23/CVa, Projecl
App||cal|or 3urrary. Trese docurerls are des|gred lo oe used or a Projecl Wrere a Corslrucl|or Varager |s erp|oyed as ar adv|ser lo lre 0Wrer, oul rol as
a corslruclor, ard Wrere ru|l|p|e Corlraclors rave separale, d|recl Agreererls W|lr lre 0Wrer.

Re|ated 0ocuments. AlA 0ocurerls 0Z22/CVa ard 0Z23/CVa Were prepared lor use urder lre lerrs ol AlA 0ocurerl A201/CVa, 0erera| Cord|l|ors ol lre
Corlracl lor Corslrucl|or, Corslrucl|or Varager-Adv|ser Ed|l|or, 1992 ed|l|or.

Use of 6urrent 0ocuments. Pr|or lo us|rg ary AlA Corlracl 0ocurerl, users srou|d corsu|l WWW.a|a.org or a |oca| AlA corporerl lo ver|ly lre rosl recerl
ed|l|or.

Reproduct|ons. Tr|s docurerl |s a copyr|grled Wor| ard ray rol oe reproduced or excerpled lror W|lroul lre express Wr|ller perr|ss|or ol lre AlA. Trere |s ro
|rp||ed perr|ss|or lo reproduce lr|s docurerl, ror does reroersr|p |r Tre Arer|car lrsl|lule ol Arcr|lecls corler ary lurlrer r|grls lo reproduce lr|s docurerl.

Tre AlA rereoy grarls lre purcraser a ||r|led ||cerse lo reproduce a rax|rur ol ler cop|es ol a corp|eled 0Z22/CVa ard 0Z23/CVa, oul or|y lor use |r
correcl|or W|lr a parl|cu|ar projecl.

Tre AlA W||| rol perr|l reproducl|or ouls|de ol lre ||r|led ||cerse lor reproducl|or grarled aoove, excepl upor Wr|ller requesl ard rece|pl ol Wr|ller perr|ss|or
lror lre AlA.

R|grls lo reproduce lre docurerl ray vary lor users ol AlA sollWare. L|cersed AlA sollWare users srou|d corsu|l lre Erd user L|cerse Agreererl (EuLA).

To reporl copyr|grl v|o|al|ors ol AlA Corlracl 0ocurerls, e-ra|| Tre Arer|car lrsl|lule ol Arcr|lecls' |ega| course|, copyr|grl_a|a.org.


ur|||e lre prev|ous ed|l|or, lre Projecl Cerl|l|cale porl|or ol lre 1992 ed|l|or ol AlA 0ocurerl 0Z22/CVa requ|res lre s|gralures ol lre Arcr|lecl ano 0onsrrucr|on
Vanager lor va||d|ly. 0r lre Projecl App||cal|or porl|or ol 0Z22/CVa, lre Corslrucl|or Varager allesls lral lre Corlraclors' App||cal|ors lor Payrerl rave oeer
surrar|zed accurale|y |r lre Projecl App||cal|or.


Aller lre Corslrucl|or Varager ras corp|eled AlA 0ocurerl 0Z23/CVa, Projecl App||cal|or 3urrary, surrary |rlorral|or srou|d oe lrarslerred lo lre
0Z22/CVa lorr.

Tre Corslrucl|or Varager srou|d suor|l lre corp|eled 0Z22/CVa, logelrer W|lr 0Z23/CVa ard a separale 0Z02/CVa, App||cal|or ard Cerl|l|cale lor Payrerl,
Corslrucl|or Varager-Adv|ser Ed|l|or, ard 0Z03, Corl|rual|or 3reel, lror eacr Corlraclor, lo lre Arcr|lecl.

Tre Corslrucl|or Varager ard Arcr|lecl srou|d rev|eW lre 0Z22/CVa, 0Z23/CVa, 0Z02/CVa ard 0Z03, ard, |l lrey l|rd lre lorrs acceplao|e, corp|ele lre
Projecl Cerl|l|cale lor Payrerl or 0Z22/CVa, as ue|| as rne cerr|l|car|on on eacn S702/0Va suom|rreo o, rne 0onrracrors.

Tre corp|eled lorrs srou|d oe lorWarded lo lre 0Wrer. Tre 0Wrer W||| ra|e payrerl d|recl|y lo eacr Corlraclor oased or lre arourl due eacr as roled |r
L|re J ol 0Z23/CVa.


Eacr Corlraclor or lre Projecl W||| rave corp|eled ard s|gred AlA 0ocurerl 0Z02/CVa, App||cal|or ard Cerl|l|cale lor Payrerl, Corslrucl|or Varager-Adv|ser
Ed|l|or, ard lorWarded |l lo lre Corslrucl|or Varager. Tre Corslrucl|or Varager W||| rev|eW eacr Corlraclor's App||cal|or lor Payrerl ard, |l |l |s acceplao|e, W|||
corp|ele ore co|urr or 0Z23/CVa lor eacr Corlraclor.

ll lre Corslrucl|or Varager does rol agree W|lr lre arourls requesled oy ary Corlraclor, lre Corslrucl|or Varager srou|d role lre correcled arourl |r ar
appropr|ale |ocal|or or 0Z23/CVa. (0r lre urder|y|rg 0Z02/CVa lorrs, lre Corslrucl|or Varager srou|d |r|l|a| ary l|gures crarged lo corlorr lo lre arourls
cerl|l|ed ard allacr ar exp|aral|or.)

0re co|urr srou|d oe corp|eled lor eacr app||cal|or per|od lor eacr Corlraclor |rvo|ved |r lre Projecl Wrelrer or rol ary arourl |s due lre parl|cu|ar Corlraclor
lor lre per|od |r quesl|or. Eacr page srou|d oe surrar|zed ror|zorla||y ard a|| pages surrar|zed orce lo prov|de Projecl lola|s.

Projecl lola|s srou|d oe lrarslerred lo AlA 0ocurerl 0Z22/CVa, Projecl App||cal|or ard Projecl Cerl|l|cale lor Payrerl.

AlA 0ocurerl 0Z02/CVa, W|lr 0Z03, Corl|rual|or 3reel, lror eacr ol lre Corlraclors srou|d oe allacred lo lre 0Z23/CVa ard suor|lled a|org W|lr
0Z22/CVa lo lre Arcr|lecl lor rev|eW ard appropr|ale acl|or.

HAK|NC PAYHENT

Tre 0Wrer srou|d ra|e payrerl d|recl|y lo lre |rd|v|dua| Corlraclors oased or lre arourls cerl|l|ed oy lre Corslrucl|or Varager ard Arcr|lecl or AlA
0ocurerl 0Z22/CVa, Projecl App||cal|or ard Cerl|l|cale lor Payrerl. Tre Corlraclors' rares ard addresses W||| oe corla|red or lre allacred, corp|eled
0Z02/CVa lorrs. App||cal|or ard Cerl|l|cale lor Payrerl, Corslrucl|or Varager-Adv|ser Ed|l|or, upor Wr|cr lre |rlorral|or or 0Z22/CVa |s oased. Payrerl
srou|d rol oe rade lo ary olrer parly ur|ess spec|l|ca||y |rd|caled or 0Z02/CVa.

0ocument C722
TH
6Ha - 1992
Project Application and Project Certificate for Payment
AIA Document G722CMa 1992. Copyright 1981 and 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA

Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

T0 0wNER:

PR0JE6T:

APPL|6AT|0N N0:

0|str|but|on to:

PER|00 T0:

0wNER

ATTENT|0N:

V|A 60N8TRU6T|0N HANACER:

PR0JE6T N08:


ARCllTECT

PR0JE6T APPL|6AT|0N F0R PAYHENT PR0JE6T 6ERT|F|6ATE F0R PAYHENT
Application is made for Payment, as shown below, in connection with the Project. Project
Application Summary, AIA Document G723/CMa, is attached.
1. T0TAL 60NTRA6T 8UH8 (Item A Totals) $
2. Tota| net changes by 6hange 0rders (Item B Totals) $
3. T0TAL 60NTRA6T 8UH T0 0ATE (Item C Totals) $
In accordance with the Contract Documents, based on on-site observations and the data
comprising this Application, the Construction Manager and Architect certify to the
Owner that to the best of their knowledge, information and belief the Work has
progressed as indicated, the quality of the Work is in accordance with the Contract
Documents, and the Contractors are entitled to payment of the AMOUNTS CERTIFIED.
4. T0TAL 60HPLETE0 & 8T0RE0 T0 0ATE (Item F Totals) $
5. RETA|NACE (Item H Totals) $
. LE88 PREV|0U8 T0TAL PAYHENT8 (Item I Totals) $ T0TAL 0F AH0UNT8 6ERT|F|E0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
7. 6URRENT PAYHENT 0UE (Item J Totals) $
60N8TRU6T|0N HANACER:
By: Date:
The undersigned Construction Manager certifies that to the best of the Construction
Managers knowledge, information and belief this Project Application for Payment is
an accurate compilation of the Contractors Applications for Payment, attached
hereto.
60N8TRU6T|0N HANACER:
AR6h|TE6T:
By: Date: By: Date:
State of:
County of:
Subscribed and sworn to before me this day of
This Certificate is not negotiable. The AMOUNTS CERTIFIED are payable only to the Contractors
named in AIA Document G723/CMa, attached. Issuance, payment and acceptance of payment are
without prejudice to any rights of the Owner or the Contractors under their Contracts.
Notary Public:
My Commission expires:
CAUTION: You should sign an original AIA Contract Document, on which this text appears in RED. An original assures that changes will not be obscured.
Document G723/CMa
TM

1992 Instructions
Project Application Summary
AIA Document G723/CMa 1992. Copyright 1981 and 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA

Document is

severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. Purchasers are permitted to reproduce ten (10) copies of this
document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel, copyright@aia.org.

GENERAL INFORMATION

Purpose. AIA Document G722/CMa, Project Application and Project Certificate for Payment, is to be used in conjunction with AIA Document G723/CMa, Project
Application Summary. These documents are designed to be used on 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.

Related Documents. AIA Documents G722/CMa and G723/CMa were prepared for use under the terms of AIA Document A201/CMa, General Conditions of the
Contract for Construction, Construction Manager-Adviser Edition, 1992 edition.

Use of Current Documents. Prior to using any AIA document, the user should consult the AIA, an AIA component chapter or a current AIA Documents List to
determine the current edition of each 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.

The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G722/CMa and G723/CMa, but only for use in
connection with a particular project.

The AIA will not permit reproduction outside of the limited license for reproduction granted above, except upon written request and receipt of written permission
from the AIA.

Rights to reproduce the document may vary for users of AIA software. Licensed AIA software users should consult the End User License Agreement (EULA).

To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects' legal counsel, copyright@aia.org.


Unlike the previous edition, the Project Certificate portion of the 1992 edition of AIA Document G722/CMa requires the signatures of the Architect and Construction
Manager for validity. On the Project Application portion of G722/CMa, the Construction Manager attests that the Contractors' Applications for Payment have been
summarized accurately in the Project Application.

COMPLETING THE G722/CMa FORM

After the Construction Manager has completed AIA Document G723/CMa, Project Application Summary, summary information should be transferred to the
G722/CMa form.

The Construction Manager should submit the completed G722/CMa, together with G723/CMa and a separate G702/CMa, Application and Certificate for Payment,
Construction Manager-Adviser Edition, and G703, Continuation Sheet, from each Contractor, to the Architect.

The Construction Manager and Architect should review the G722/CMa, G723/CMa, G702/CMa and G703, and, if they find the forms acceptable, complete the
Project Certificate for Payment on G722/CMa, as well as the certification on each G702/CMa submitted by the Contractors.

The completed forms should be forwarded to the Owner. The Owner will make payment directly to each Contractor based on the amount due each as noted in Line J
of G723/CMa.

COMPLETING THE G723/CMa FORM

Each Contractor on the Project will have completed and signed AIA Document G702/CMa, Application and Certificate for Payment, Construction Manager-Adviser
Edition, and forwarded it to the Construction Manager. The Construction Manager will review each Contractor's Application for Payment and, if it is acceptable, will
complete one column on G723/CMa for each Contractor.

If the Construction Manager does not agree with the amounts requested by any Contractor, the Construction Manager should note the corrected amount in an
appropriate location on G723/CMa. (On the underlying G702/CMa forms, the Construction Manager should initial any figures changed to conform to the amounts
certified and attach an explanation.)

One column should be completed for each application period for each Contractor involved in the Project whether or not any amount is due the particular Contractor
for the period in question. Each page should be summarized horizontally and all pages summarized once to provide Project totals.

Project totals should be transferred to AIA Document G722/CMa, Project Application and Project Certificate for Payment.

AIA Document G702/CMa, with G703, Continuation Sheet, from each of the Contractors should be attached to the G723/CMa and submitted along with
G722/CMa to the Architect for review and appropriate action.

MAKING PAYMENT

The Owner should make payment directly to the individual Contractors based on the amounts certified by the Construction Manager and Architect on AIA
Document G722/CMa, Project Application and Certificate for Payment. The Contractors' names and addresses will be contained on the attached, completed
G702/CMa forms. Application and Certificate for Payment, Construction Manager-Adviser Edition, upon which the information on G722/CMa is based. Payment
should not be made to any other party unless specifically indicated on G702/CMa.
Document G723
TM
CMa 1992
Project Application Summary
AIA Document G723CMa 1992. Copyright 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA



APPLICATION NO.:
APPLICATION DATE:
A separate AIA Document G702/CMa, APPLICATION AND
CERTIFICATE FOR PAYMENT, for each Contractors signed
Certification is attached. PERIOD FROM:
TO:
In tabulations below, amounts are stated to the nearest dollar. PROJECT NOS.: /

CONTRACTORS NAME
PORTION OF WORK
TOTALS FOR THIS
PAGE OR ALL
PAGES
A ORIGINAL CONTRACT
SUM

B NET CHANGE ORDERS
TO DATE

C CONTRACT SUM TO
DATE

D WORK IN PLACE TO
DATE

E STORED MATERIALS
(Not in D or I)

F TOTAL COMPLETED
AND STORED TO DATE
(D + E)

G RETAINAGE
PERCENTAGE

H RETAINAGE AMOUNT
I PREVIOUS PAYMENTS
J CURRENT PAYMENT
DUE (F H I)

K BALANCE TO FINISH
(C F)

L PERCENT COMPLETE
(F C)

Document G801
TM
2007 Instructions
Notification of Amendment to the Professional Services Agreement
AIA Document G801 2007 (formerly G605 2000). Copyright 2000 and 2007 by The American Institute of Architects. All rights reserved.
WARNING: This AIA

AIA

the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents,

GENERAL INFORMATION

AIA Document G8012007 is intended to be used by an Architect to provide notice to the Owner of a proposed
change to the services of the Owner-Architect agreement.


Reproductions

G8012007, but only for use in connection with a particular project. The AIA will not permit reproduction outside
of the limited license for reproduction granted above, except upon written request and receipt of written




This Notification of Amendment to the Professional Services Agreement (formerly G6052000) was revised in
2007 so that it would follow the terminology used in the 2007 edition of the following standard form owner-architect
agreements: B1012007, B1032007, B1042007 and B1052007. References to Contingent Additional
Services and/or to a Change in Services were deleted.

COMPLETING THE G8012007 DOCUMENT

Enter the name and address of the Owner or Owners representative and the date of the Owner-Architect
agreement.

Enter the names and addresses of the parties and the Project just as they appear on the Agreement.

Fully describe the proposed Additional Services.

Enter the contemplated method of compensation or refer to the applicable provision in the Agreement.

State the estimated time to complete the change and describe the impact on the Project schedule if any.

The Architect or the Architects Representative should sign the document and submit to the Owner, retaining a
record copy.

Document G801
TM
2007
Notification of Amendment to the Professional Services Agreement
WARNING: This AIA

AIA

the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-

TO: (Owner or Owners representative) Notification Number:

In accordance with the Agreement dated:

Between the Owner: (Name and address)

and the Architect: (Name and address)

for the Project: (Name and address)

Notification is made of the need to proceed with Additional Services as follows:

The following adjustments shall be made to compensation and time.
(Insert provisions in accordance with the Agreement, or as otherwise agreed by the parties.)
Compensation:

Time:

Note: Prompt written notice to the Architect from the Owner is required to discontinue the described service.
SUBMITTED BY:

(Signature)


(Date)

Document G802
TM
2007 Instructions
Amendment to the Professional Services Agreement
WARNING: This AIA
AIA

GENERAL INFORMATION

AIA Document G8022007 is intended to be used by the Architect when amending the professional services
provisions in most of the AIAs Owner-Architect agreements.


Reproductions
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.

G8022007, but only for use in connection with a particular project. The AIA will not permit reproduction


To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal


This Amendment to the Professional Services Agreement (formerly G6062000) was revised in 2007 so that
it would follow the terminology used in the 2007 edition of the following standard form owner-architect
agreements: B1012007, B1032007, B1042007 and B1052007. References to a Change in
Services were deleted.

COMPLETING THE G8022007 DOCUMENT

This document should be submitted to the Owner or Owners representative. The Agreement dated should be
the date of the original Agreement between the parties.

The G8022007 document is appropriate for use by two parties who have an agreement for professional
services. The names of the parties should be indicated as they appear on the Agreement. Similarly, the Projects
name and address should be described as they appear in the Agreement.

Proposed Additional Services should be described fully.

Complete provisions for compensation and time should be listed.

Finally, the G8022007 document should be signed in a manner consistent with that of the original Agreement.

Document G802
TM
2007
Amendment to the Professional Services Agreement
WARNING: This AIA
AIA

TO: (Owner or Owners Representative) Amendment Number:


Between the Owner:

and the Architect:


Authorization is requested
to proceed with Additional Services.
to incur additional Reimbursable Expenses.

As Follows:

Compensation:

Time:

SUBMITTED BY: AGREED TO:

(Signature) (Signature)

(Printed name and title) (Printed name and title)

(Date) (Date)

Document G803
TM
2007 Instructions
Amendment to the Consultant Services Agreement
WARNING: This AIA
AIA

the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-

GENERAL INFORMATION
AIA Document G8032007 is intended to be used by the Architect or Consultant when amending the professional
services provisions of the AIAs Architect-Consultant agreements, such as C4012007, Standard Form of
Agreement Between Architect and Consultant.


Reproductions

G8032007, but only for use in connection with a particular project. The AIA will not permit reproduction outside of
the limited license for reproduction granted above, except upon written request and receipt of written permission from
the AIA.



USING G8032007
This document should be submitted to the Architects or Consultants Representative. The Agreement dated should
be the date of the original Agreement between the parties.

Indicate the names of the parties as they appear on the Agreement. Similarly, describe the Projects name and address
as they appear in the Agreement.

Describe Additional Services fully. Provide complete provisions for adjustments to compensation and time.

Finally, sign G8032007 in a manner consistent with the original Agreement.

Document G803
TM
2007
Amendment to the Consultant Services Agreement
WARNING: This AIA

AIA

the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents,

TO: (Architects or Consultants Representative) Amendment Number:


Between the Architect:

and the Consultant:


Notification is made of the need to proceed with Additional Services.
Authorization is requested or given to proceed with Additional Services.
Authorization is requested or given to incur Additional Reimbursable Expenses.

As follows:

Compensation:

Time:

SUBMITTED BY: AGREED TO:

(Signature) (Signature)

(Printed name and title) (Printed name and title)

(Date) (Date)
Document G804
TM
2001 Instructions
Register of Bid Documents


Document, or

GENERAL INFORMATION

Purpose

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. It is particularly useful as a single point of reference
when parties interested in the Project call for information during the bidding process.
Reproductions
G804-2001, but only for use in connection with a particular project. The AIA will not permit reproduction

Document G804
TM
2001
Register of Bid Documents



the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects legal counsel,
copyright@aia.org.

PROJECT (Name and address): PROJECT NUMBER:
ADVERTISEMENT OR INVITATION TO BIDDERS:
DATE PUBLISHED:

OWNER (Name and address):

SOLICITATION TYPE:
ARCHITECT (Name and Address) open invited list pre-qualified other

RELEASE OF DOCUMENT DATE: DEPOSIT:
BIDS DUE ON (Date and time): REFUND:
AT (Address): FORFEITURE DATE:
SPECIAL INSTRUCTIONS:
ADDENDA (Indicate issue date): 1. 2. 3. 4. 5. 6.

Bidder Bid Received Addenda
Issued
Recipient
(Company name, address, phone and fax numbers)
Deposit / Refund Documents
Date Received:

Date Issued:

$ Received: # of Sets Issued:
Date Returned:

Dates Returned:

$ Returned: # of Sets Returned:
Date Received:

Date Issued:

Date Returned:

Dates Returned:

Date Received:

Date Issued:

Date Returned:

Dates Returned:


Document G806
TM
2001 Instructions
Project Parameters Worksheet


Document is


GENERAL INFORMATION

Purpose

AIA Document G806-2001 is an administrative form intended to help maintain a single, standard list of project
parameters.


Prior to using any AIA Contract Document, users should consult the AIA Contract Documents Web site, www.aia.org,
or visit a local AIA chapter to be certain they are using current document editions.

Reproductions


The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G806-
2001, but only for use in connection with a particular project.

The AIA will not permit reproduction outside of the limited license for reproduction granted above, except upon written
request and receipt of written permission from the AIA.


copyright@aia.org.

Document G806
TM
2001
Project Parameters Worksheet


Document is


1


OWNER: (Name and address) ARCHITECT: (Name and Address)

PROJECT OBJECTIVE (Indicate Owners objective or use):

TIME PARAMETERS
Milestone dates and task durations
(Describe or attach copy):

OWNERS PROGRAM:
(Indicate documentation, applicable standards, voluntary
guidelines or manner in which program will be developed)

PROPOSED PROCUREMENT/DELIVERY METHOD OF PROJECT CONSTRUCTION:

OTHER PARAMETERS:

LEGAL PARAMETERS
Legal description of site: (Describe or attach copy)

FINANCIAL PARAMETERS Overall Project budget:
(Including contingencies and the Architects
compensation)

Restrictions, covenants, easements, liens or leases:
(Describe or attach copy)
Cost of the Work budget: (Excluding the Architects
compensation)

Cost of the Work: $
Contingency for Market Conditions: $
Use of adjacent properties:

Contingency for Work Changes: $
Owners of adjacent properties:

Funding Sources: (Indicate company name,
representative, telephone/fax numbers and
amount/method, e.g., loans, bonds or grants)


Document is


2

PUBLIC SERVICES: (Indicate name, representative and telephone/fax numbers)
Gas:

Electric:

Communications and data:

Sewer:

Water:

Other:

PHYSICAL PARAMETERS: (Indicate size, location, dimensions and other pertinent information regarding site and any existing
buildings)

REGULATORY COMPLIANCE: (Indicate title and edition of applicable rules)
Zone ordinance:

Building codes:

Life Safety codes:

Accessibility:

Energy code:

Other: (Environmental, historic preservation, hygiene, etc.)

SURVEYS AND REPORTS: (Indicate firm, report title and date)
Boundary survey:

Topographic survey:

Geotechnical tests/report:

Other: (Aerial photos, maps, etc.)

Document G807
TM
2001 Instructions
Project Team Directory



Document, or any

GENERAL INFORMATION

Purpose

AIA Document G807-2001 keeps track of and provides a single point of reference for basic information about a
project's Owner, Architect, Contractor and other entities. G807 also serves as a checklist of information about the
persons working on a project. It differs from AIA Document G808, Project Data, which contains data about the
Project and Project site.

G807 should be carefully checked against the Owner-Architect Agreement so that specific requirements as to
personnel representing the Owner and those involved with the Architect in providing services are in conformance with
the Agreement.



Reproductions


The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G807-
2001, but only for use in connection with a particular project.

The AIA will not permit reproduction outside of the limited license for reproduction granted above, except upon
written request and receipt of written permission from the AIA.


copyright@aia.org.

Document G807
TM
2001
Project Team Directory



Document, or any


(Indicate firm name, address, and telephone and fax numbers, as well as an e-mail address, for each Project Team
participant listed below)

OWNER:

Designated Representative:

Reviewers of Architects Submittals:

Attorneys:

Insurance Advisors:

Accountants:

Owners Consultants:

Owners Separate Contractors:

ARCHITECT:

Architects Designated Representative:

Project Architect/Manager:

Architects Consultants:

CONTRACTORS: (Indicate general and other prime contractors, if any)

Document G808
TM
2001 Instructions
Project Data
AIA Document 808 2001. Copyright 2000 by The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is


GENERAL INFORMATION

Purpose
AIA Document G808 is for recording information project teams gather in the course of providing professional
services. G808 should be completed piece by piece as a project progresses and periodically reviewed to ensure
information relevance. The attached worksheet, AIA Document G808A, Construction Classifications Worksheet,
can be used to supplement G808. G808A can help a design team work through the range of code compliance
combinations available before choosing a final compliance strategy.


Reproductions





AIA Document G808 should be completed carefully. Its contents should be confirmed parties to the project,
including Owners and code officials where appropriate. G808 provides a single point of reference for two kinds of
information:
G808 provides a place to record the dates and particulars of critical approvals and reviews, including
approvals required of the Owner for advancement of the Project per B141-1997, Standard Form of
Agreement Between Owner and Architect, Article 2.4. Without formal confirmation of these reviews and
approvals as recorded on G808, the Architect should carefully consider whether the project is ready to
proceed to the next stage of design services.
G808 provides a place to record the fundamental results of zoning ordinance and building code analyses.
The Architect is encouraged to append graphic supplements, such as zoning envelope and life safety
diagrams. When completed and affixed to contract documents submitted for review, this portion of the
G808 may help fulfill documentation requirements mandated by building departments.

The "improvements" section of G808 is a checklist of basic information about the Project, including building code
classification, zoning, fire zone and approving agency requirements. Project cost and height information should be
entered later as the Project is developed, with an attached sheet showing a detailed cost breakdown for historical
reference.

Basic information about the site, such as dimensions, restrictions, easements and value should be entered on the form at
the beginning of project design, with the legal description as an attachment.

"Adjacent property use" should be described in text on the form and supported with an attached map.
Document G808
TM
2001
Project Data


Document is protected by U.S. Copyright Law and
International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum
extent possible under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of

1


CONTRACTOR: (Name and Address) ARCHITECT: (Name and Address)

OWNERS APPROVALS/AGREEMENTS
INITIAL INFORMATION DATE IDENTIFICATION
Program

Schedule

Budget

SCHEMATIC DESIGN DATE IDENTIFICATION
Graphic Information

Written Information

Budget

DESIGN DEVELOPMENT DATE IDENTIFICATION
Graphic Information

Written Information

Budget

CONSTRUCTION DOCUMENTS DATE IDENTIFICATION
Graphic Information

Written Information

Budget

AIA Document G808-2001. Copyright 1991 and 2001 by The American Institute of Architects. All rights reserved. WARNING: This AIA



2

ZONING ISSUES
Applicable Ordinances: (Number, title, and date)

Property Identification: (Address, tax number, square and unit, etc.)

Zoning District:

Proposed Use:

Conforming Non-conforming

BUILDING CODE ISSUES
Use of Adjacent Properties:

APPLICABLE CODES: (If different)

TYPE AUTHORITY WITH
JURISDICTION
MODEL CODE
(Title and year)
AMENDMENT TO
MODEL CODE
REMARKS
Building

Life Safety

Accessibility

Mechanical

Plumbing

Fire Prevention

Electrical

Elevator

Other




3

REGULATORY REVIEWS/APPROVALS
AGENCY/DEPT. REVIEWER DATE PURPOSE REMARKS

UTILITY SERVICES
SERVICE CAPACITY TYPE PROVIDER DATE
CONFIRMED
REMARKS
Gas
Water
Storm
Sanitary
Fire Protection
Power
Telephone
Data
Cable




4

SEPARATION RATINGS: (If separated use is implemented)
Single Use of Single with Incidental (Accessory) Use Non-Separated (Mixed) Use Separated Use

PROGRAM FUNCTION MAXIMUM CONTIGUOUS AREA CONSTRUCTION
CLASSIFICATION
SPRINKLERS PROVIDED

USE GROUP/OCCUPANCY CLASS (See AIA Document G808A for help completing this section):
USE GROUP/OCCUPANCY CLASS RATING (Hours) REFERENCE




5

MASSING / PARKING / LOADING
MASSING REFERENCE FORMULA ALLOWED AMOUNT PROPOSED AMOUNT
Maximum Height
Lot Coverage
Floor Area Ratio
Number of Units

SETBACKS REFERENCE FORMULA ALLOWED AMOUNT PROPOSED AMOUNT
Front
Side
Rear
Special (Corner, etc.)
Allowed Encroachments

PARKING REFERENCE FORMULA ALLOWED AMOUNT PROPOSED AMOUNT
Car Space Size
Car Space Count
Accessible Space Size
Accessible Space Count
Van Accessible Space Size
Van Accessible Space Count
Alternative Space Size
Alternative Space Count
Aisle Width
Drop-Off Requirements

LOADING REFERENCE FORMULA ALLOWED AMOUNT PROPOSED AMOUNT
Type and Size
Count
Type and Size
Count
Type and Size
Count




6

EGRESS PATH
QUANTITY CATEGORY REFERENCE FORMULA MAXIMUM OR MINIMUM
REQUIRED PROPOSED
EXIT COUNT
Minimum

WIDTH

Aisles and Corridors Minimum
Doors

Minimum

Stairs

Minimum

DISTANCE
Travel

Maximum

Common Path Maximum
Dead End Maximum
STAIRS
Rise/Run

Maximum

Winders and Curved Stairs
RAMPS
Slope

Maximum

Distance Between Landings

Maximum

OTHER
Emergency Lighting

Areas of Refuge

Escapes

FIRE PREVENTION
Alarm Requirements
Reference:

Requirement:

High Rise Code Requirements
Apply to this project Require Annunciator System Require Fire Command Station




7

MISCELLANEOUS PROVISIONS
CATEGORY REFERENCE FORMULA MAXIMUM OR MINIMUM PROPOSED REQUIRED
HANDRAILS

Height

Diameter

Distance Between Handrails

GUARDRAILS

Height

Opening Size

When Required

LIGHT AND VENTILATION

Natural Light

Natural Ventilation

Mechanical Ventilation

PLUMBING FIXTURES
CATEGORY FORMULA OCCUPANT
LOAD
TOTAL PEOPLE REQUIRED PROPOSED
TYPICAL ACCESSIBLE TYPICAL ACCESSIBLE
Male
Water Closets
Female
Urinals
1 /
Lavatories
1 /
Bathtub
1 /
Drinking Fountains
1 /
Service Sinks

Male
Showers
Female



8

Contract Administration G808A Construction Classification Worksheet


CONTRACTOR: (Name and Address) ARCHITECT: (Name and Address)

PROPOSED HEIGHT
CONSTRUCTION CLASSES SPRINKLER PREMIUM HEIGHT/STORIES HEIGHT ABOVE GRADE
ALLOWED PROVIDED ALLOWED PROVIDED
Alternate 1
Alternate 2
Alternate 3

PROPOSED AREA
CONSTRUCTION
CLASSES
SPRINKLER
PREMIUM
SINGLE STORY
PREMIUM
UNLIMITED
AREA
FRONTAGE
PREMIUM
MULTISTORY
PENALTY
AREA/FLOOR
ALLOWED PROVIDED
Alternate 1
Alternate 2
Alternate 3




9

REQUIRED FIRE RESISTANT RATINGS
ALTERNATE 1 ALTERNATE 2 ALTERNATE 3
Construction Classification
Structural Frame (Columns, Girders,
Trusses)

Walls
Exterior Bearing
Exterior Non-Bearing
Building Separation (Fire and Party)
Separation of Uses (Fire Area
Separations)

Vertical Exit Enclosures (Stairways)
Shafts
Corridors
Fire Partitions (Tenant/Dwelling)
Smoke Barriers
Floor Construction
Roof Construction 0-15 (Height above
floor)

15-20 (Height above floor)
20 and above (Height above floor)

FINAL DETERMINATION OF CONSTRUCTION CLASSIFICATION: (Transfer to AIA Document G808)

Document G809
TM
2001 Instructions
Project Abstract
AIA Document 809 2001. Copyright 2000 by The American Institute of Architects. All rights reserved. WARNING: This AIA
Document is


GENERAL INFORMATION

Purpose

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 can support planning for similar projects and answer questions pertaining to past work.



Reproductions


G809-2001, but only for use in connection with a particular project. The AIA will not permit reproduction outside
of the limited license for reproduction granted above, except upon written request and receipt of written permission
from the AIA.



Document G809
TM
2001
Project Abstract


Document is protected by U.S. Copyright Law and
International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum
extent possible under the law. Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of

DATE:
ABSTRACT STATUS: IN PROGRESS CLOSED OUT
PROJECT TYPE:

Institutional Industrial Residential Other
PROJECT SIZE: (Square feet)

PROJECT SCOPE: BUILDING COST: $
COST OF SITE WORK: $

CURRENT PROJECT STATUS: Design Under Construction DATE OF SUBSTANTIAL COMPLETION:

Procurement Completed DATE OF FINAL COMPLETION:

OWNER: (Name and address) OWNERS DESIGNATED REPRESENTATIVE: (Name and address)

CONTRACTOR: (Name and address) CONTRACTORS DESIGNATED REPRESENTATIVE: (Name and address)

PROCUREMENT METHOD:

ARCHITECT: (Name and address) CONSULTANTS
Civil: (Name)
Landscape: (Name)
Structural: (Name)
PRINCIPAL IN CHARGE: (Name) MEP: (Name)
PROJECT ARCHITECT/MANAGER: (Name) Interiors: (Name)
PROJECT STAFF: (Name) Others: (Name)

Will we use this project for marketing? Yes No

Do we want a detailed account of the change orders? Yes No

Do we want to include in SF254 Profile statistics? Yes No

SF254 Profile Codes: (List all applicable)

Document G810
TM
2001 Instructions
Transmittal Letter


Document, or any

GENERAL INFORMATION

Purpose

AIA Document G8102001 allows for the orderly flow of information between parties involved in the design and
construction phases of a project. It serves as a written record of the exchange of project information. It also acts as a
checklist reminding the sender to tell the recipient how the material is being sent, why it is being sent and exactly what
is being sent.



Reproductions


The AIA hereby grants the purchaser a limited license to reproduce a maximum of ten copies of a completed G810
2001, but only for use in connection with a particular project. The AIA will not permit reproduction outside of the
limited license for reproduction granted above, except upon written request and receipt of written permission from the
AIA.


copyright@aia.org.

Document G810
TM
2001
Transmittal Letter


Document, or any

PROJECT: (Name and address)

TO: (Name and address)

FROM: (Name and address)

WE TRANSMIT: Attached Under separate cover
VIA: Overnight delivery Mail E-mail
Courier Fax Other
FOR: Approval / Action Information Use as requested
Comment Distribution Other
THE FOLLOWING: Drawings Specifications Digital Files
Submittals Other

NO. OF COPIES DATE FORMAT DESCRIPTION

REMARKS:

BY:

COPIES TO:

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