AIA Document E205 - 2022.pdf

Document E205™ – 2022

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org. 1

Architects’ Scope and Responsibility Matrix Exhibit

This Exhibit, dated the ______ day of ______ in the year ______ is incorporated into the agreement (the “Agreement”) between the Parties for the following Project:

(In words, indicate day, month, and year.)

for the following PROJECT:

(Name and location of the Project)

OWNER:

(Name and address)

DESIGN ARCHITECT:

(Name and address)

ARCHITECT OF RECORD:

(Name and address)

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

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

BASIC SERVICES

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.1 SCHEMATIC DESIGN PHASE SERVICES

§ A.1.1 Contact Governmental Authorities and Utilities. As appropriate for this phase of services, the Architect shall contact governmental authorities required to approve the Project and entities providing utility services to the Project. The Architect shall respond to applicable design requirements imposed by those authorities and entities.

§ A.1.2 Assist in Filing Documents. As appropriate for this phase of services, the Architect shall assist the Owner in connection with the Owner’s responsibility for filing documents required for the approval of governmental authorities having jurisdiction over the Project.

§ A.1.3 Preliminary Evaluation. The Architect shall prepare a preliminary evaluation of the Owner’s program, schedule, budget for the Cost of the Work, Project site, the proposed procurement and delivery method, and other Initial Information, each in terms of the other, to ascertain the requirements of the Project. The Architect shall notify the Owner of (1) any inconsistencies discovered in the information, and

(2) other information or consulting services that may be reasonably needed for the Project.

§ A.1.4 Present Preliminary Evaluation. The Architect shall present its preliminary evaluation to the Owner and shall discuss with the Owner alternative approaches to design and construction of the Project. The Architect shall reach an understanding with the Owner regarding the requirements of the Project.

§ A.1.5 Preliminary Design. Based on the Project requirements agreed upon with the Owner, the Architect shall prepare and present, for the Owner’s approval, a preliminary design illustrating the scale and relationship of the Project components.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.1.6 Schematic Design Documents. Based on the Owner’s approval of the preliminary design, the Architect shall prepare Schematic Design Documents for the Owner’s approval. The Schematic Design Documents shall consist of drawings and other documents including a site plan, if appropriate, and preliminary building plans, sections and elevations; and may include some combination of study models, perspective sketches, or digital representations. Preliminary selections of major building systems and construction materials shall be noted on the drawings or described in writing.

§ A.1.7 Consider Sustainable Design Alternatives. The Architect shall consider sustainable design alternatives, such as material choices and building orientation, together with other considerations based on program and aesthetics, in developing a design that is consistent with the Owner’s program, schedule and budget for the Cost of the Work.

§ A.1.8 Other Design Considerations. The Architect shall consider the value of alternative materials, building systems and equipment, together with other considerations based on program and aesthetics, in developing a design for the Project that is consistent with the Owner’s program, schedule, and budget for the Cost of the Work.

§ A.1.9 Meet with Cost Consultant. The Architect shall submit the Schematic Design Documents to the Owner and the Cost Consultant. The Architect shall meet with the Cost Consultant to review the Schematic Design Documents.

§ A.1.10 Make Recommendations Regarding Cost. If, prior to the conclusion of the Schematic Design Phase, the Cost Consultant’s estimate of the Cost of the Work exceeds the Owner’s budget for the Cost of the Work, the Architect, in consultation with the Cost Consultant, shall make appropriate recommendations to the Owner to adjust the Project’s size, quality or budget for the Cost of the Work, and the Owner shall cooperate with the Architect in making such adjustments.

§ A.1.11 Request Approval of Schematic Design Documents. The Architect shall request the Owner’s approval of the Schematic Design Documents.

§ A.1.12 Other (Insert other Schematic Design Phase Services. Add rows as necessary.)

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.2 DESIGN DEVELOPMENT PHASE SERVICES

§ A.2.1 Incorporate Revisions to Comply with the Budget. If revisions to the Schematic Design Documents are required to comply with the Owner’s budget for the Cost of the Work at the conclusion of the Schematic Design Phase, the Architect shall incorporate the required revisions in the Design Development Phase.

§ A.2.2 Contact Governmental Authorities and Utilities. As appropriate for this phase of services, the Architect shall contact governmental authorities required to approve the Project and entities providing utility services to the Project. The Architect shall respond to applicable design requirements imposed by those authorities and entities.

§ A.2.3 Assist in Filing Documents. As appropriate for this phase of services, the

§ A.2.4 Design Development Documents. Based on the Owner’s approval of the Schematic Design Documents, and on the Owner’s authorization of any adjustments in the Project requirements and the budget for the Cost of the Work, the Architect shall prepare Design Development Documents for the Owner’s approval. The Design Development Documents shall illustrate and describe the development of the approved Schematic Design Documents and shall consist of drawings and other documents including plans, sections, elevations, typical construction details, and diagrammatic layouts of building systems to fix and describe the size and character of the Project as to architectural, structural, mechanical and electrical systems, and other appropriate elements. The Design Development Documents shall also include outline specifications that identify major materials and systems and establish, in general, their quality levels.

§ A.2.5 Meet with Cost Consultant. Prior to the conclusion of the Design Development Phase, the Architect shall submit the Design Development Documents to the Owner and the Cost Consultant. The Architect shall meet with the Cost Consultant to review the Design Development Documents.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.2.6 Make Recommendations Regarding Cost. If, prior to the conclusion of the Design Development Phase, the Cost Consultant’s estimate of the Cost of the Work exceeds the Owner’s budget for the Cost of the Work, the Architect, in consultation with the Cost Consultant, shall make appropriate recommendations to the Owner to adjust the Project’s size, quality or budget for the Cost of the Work, and the Owner shall cooperate with the Architect in making such adjustments.

If the estimate of the Cost of the Work at the conclusion of the Design Development Phase exceeds the Owner’s budget for the Cost of the Work, the Owner shall

.1 give written approval of an increase in the budget for the Cost of the Work;

.2 terminate in accordance with Agreement;

.3 in consultation with the Architect, revise the Project program, scope, or quality as required to reduce the Cost of the Work; or, .4 implement any other mutually acceptable alternative.

§ A.2.7 Request Approval. The Architect shall request the Owner’s approval of the Design Development Documents.

§ A.2.8 Other (Insert other Design Development Phase Services. Add rows as necessary.)

§ A.3 CONSTRUCTION DOCUMENTS PHASE

§ A.3.1 Incorporate Revisions to Comply with the Budget. If the Owner chooses to revise the Project program, scope, or quality as required to reduce the Cost of the Work in accordance with Section A.2.6, the Architect, without additional compensation, shall incorporate the revisions in the Construction Documents Phase as necessary to comply with the Owner’s budget for the Cost of the Work at the conclusion of the Design Development Phase Services, or the budget as adjusted.

The Architect’s revisions in the Construction Documents Phase shall be the limit of the Architect’s responsibility under this Section.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.3.2 Construction Documents. Based on the Owner’s approval of the Design Development Documents, and on the Owner’s authorization of any adjustments in the Project requirements and the budget for the Cost of the Work, the Architect shall prepare Construction Documents for the Owner’s approval. The Construction Documents shall illustrate and describe the further development of the approved Design Development Documents and shall consist of Drawings and Specifications setting forth in detail the quality levels and performance criteria of materials and systems and other requirements for the construction of the Work. The Owner and Architect acknowledge that, in order to perform the Work, the Contractor will provide additional information, including Shop Drawings, Product Data, Samples and other similar submittals, which the Architect shall review in accordance with Section A.5.4.2.

§ A.3.3 Contact Governmental Authorities and Utilities. As appropriate for this phase of services, the Architect shall contact governmental authorities required to approve the Project and entities providing utility services to the Project. The Architect shall incorporate the design requirements of governmental authorities having jurisdiction over the Project into the Construction Documents.

§ A.3.4 Assist in Filing Documents. As appropriate for this phase of services, the

§ A.3.5 Procurement Information and Project Manual. During the development of the Construction Documents, the Architect shall assist the Owner in the development and preparation of (1) procurement information that describes the time, place, and conditions of bidding, including bidding or proposal forms; (2) the form of agreement between the Owner and Contractor; and (3) the Conditions of the Contract for Construction (General, Supplementary and other Conditions). The Architect shall also compile a project manual that includes the Conditions of the Contract for Construction and Specifications, and may include bidding requirements and sample forms.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.3.6 Meet with Cost Consultant about Construction Documents. Prior to the conclusion of the Construction Documents Phase, the Architect shall submit the Construction Documents to the Owner and the Cost Consultant. The Architect shall meet with the Cost Consultant to review the Construction Documents.

§ A.3.7 Revisions to Comply with the Budget. After incorporation of modifications under Section A.3.1, the Architect shall, as an Additional Service, make any required revisions to the Drawings, Specifications or other documents necessitated by subsequent cost estimates that exceed the Owner’s budget for the Cost of the Work, except when the excess is due to changes initiated by the Architect in scope, basic systems, or the kinds and quality of materials, finishes or equipment.

§ A.3.8 Request Approval of Construction Documents. The Architect shall request the Owner’s approval of the Construction Documents.

§ A.3.9 Other (Insert other Construction Documents Phase Services. Add rows as necessary.)

§ A.4 PROCUREMENT PHASE SERVICES

§ A.4 List of Prospective Contractors. The Architect shall assist the Owner in establishing a list of prospective contractors. Following the Owner’s approval of the Construction Documents, the Architect shall assist the Owner in (1) obtaining either competitive bids or negotiated proposals; (2) confirming responsiveness of bids or proposals; (3) determining the successful bid or proposal, if any; and (4) awarding and preparing contracts for construction.

§ A.4.1 Competitive Bidding

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.4.1.1 Bidding Assistance. Bidding Documents shall consist of bidding requirements and proposed Contract Documents. The Architect shall assist the Owner in bidding the Project by:

.1 facilitating the distribution of Bidding Documents to prospective bidders;

.2 organizing and conducting a pre-bid conference for prospective bidders;

.3 preparing responses to questions from prospective bidders and providing clarifications and interpretations of the Bidding Documents to the prospective bidders in the form of addenda; and, .4 organizing and conducting the opening of the bids, and subsequently documenting and distributing the bidding results, as directed by the Owner.

§ A.4.1.2 Requests for Substitutions. If the Bidding Documents permit substitutions, upon the Owner’s written authorization, the Architect shall, as an Additional Service, consider requests for substitutions and prepare and distribute addenda identifying approved substitutions to all prospective bidders.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.4.2 Negotiated Proposals

§ A.4.2.1 Proposal Assistance. Proposal Documents shall consist of proposal requirements and proposed Contract Documents. The Architect shall assist the Owner in obtaining proposals by:

.1 facilitating the distribution of Proposal Documents for distribution to prospective contractors and requesting their return upon completion of the negotiation process;

.2 organizing and participating in selection interviews with prospective contractors;

.3 preparing responses to questions from prospective contractors and providing clarifications and interpretations of the Proposal Documents to the prospective contractors in the form of addenda; and, .4 participating in negotiations with prospective contractors, and subsequently preparing a summary report of the negotiation results, as directed by the Owner.

§ A.4.2.2 Requests for Substitutions. If the Proposal Documents permit substitutions, upon the Owner’s written authorization, the Architect shall, as an Additional Service, consider requests for substitutions and prepare and distribute addenda identifying approved substitutions to all prospective contractors.

§ A.4.3 Other (Insert other Procurement Phase Services. Add rows as necessary.)

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5 CONSTRUCTION PHASE SERVICES

§ A.5.1 General

§ A.5.1.1 Contract Administration. The Architect shall provide administration of the Contract between the Owner and the Contractor as set forth below and in AIA Document A201™–2017, General Conditions of the Contract for Construction. If the Owner and Contractor modify AIA Document A201–2017, those modifications shall not affect the Architect’s services under this Agreement unless the Owner and the Architect amend this Agreement.

(Advisory Note: In most cases, the AOR should be designated as having sole responsibility for administration of the Contract between Owner and the Contractor.)

§ A.5.1.2 Advise and Consult During Construction. The Architect shall advise and consult with the Owner during the Construction Phase Services. The Architect shall have authority to act on behalf of the Owner only to the extent provided in this Agreement.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.2 Evaluations of the Work

§ A.5.2.1 Site Visits. The Architect shall visit the site at intervals appropriate to the stage of construction, or as otherwise required in the Agreement, to become generally familiar with the progress and quality of the portion of the Work completed, and to determine, in general, if the Work observed is being performed in a manner indicating that the Work, when fully completed, will be in accordance with the Contract Documents. However, the Architect shall not be required to make exhaustive or continuous on-site inspections to check the quality or quantity of the Work. On the basis of the site visits, the Architect shall keep the Owner reasonably informed about the progress and quality of the portion of the Work completed, and promptly report to the Owner (1) known deviations from the Contract Documents,

(2) known deviations from the most recent construction schedule submitted by the Contractor, and (3) defects and deficiencies observed in the Work.

§ A.5.2.2 Authority to Reject Work. The Architect has the authority to reject Work that does not conform to the Contract Documents. Whenever the Architect considers it necessary or advisable, the Architect shall have the authority to require inspection or testing of the Work in accordance with the provisions of the Contract Documents, whether or not the Work is fabricated, installed or completed.

However, neither this authority of the Architect nor a decision made in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Architect to the Contractor, Subcontractors, suppliers, their agents or employees, or other persons or entities performing portions of the Work.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.2.3 Interpret Contract Documents. The Architect shall interpret and decide matters concerning performance under, and requirements of, the Contract Documents on written request of either the Owner or Contractor. The Architect’s response to such requests shall be made in writing within any time limits agreed upon or otherwise with reasonable promptness. Interpretations and decisions of the Architect shall be consistent with the intent of, and reasonably inferable from, the Contract Documents and shall be in writing or in the form of drawings. When making such interpretations and decisions, the Architect shall endeavor to secure faithful performance by both Owner and Contractor, shall not show partiality to either, and shall not be liable for results of interpretations or decisions rendered in good faith. The Architect’s decisions on matters relating to aesthetic effect shall be final if consistent with the intent expressed in the Contract Documents.

§ A.5.2.4 Serve as Initial Decision Maker. Unless the Owner and Contractor designate another person to serve as an Initial Decision Maker, as that term is defined in AIA Document A201–2017, the Architect shall render initial decisions on Claims between the Owner and Contractor as provided in the Contract Documents.

(Advisory Note: In most cases, only one party should be designated as serving as the Initial Decision Maker.)

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.3 Certificates for Payment to Contractor

§ A.5.3.1 Review Applications for Payment. The Architect shall review and certify the amounts due the Contractor and shall issue certificates in such amounts. The Architect’s certification for payment shall constitute a representation to the Owner, based on the Architect’s evaluation of the Work as provided in Section A.5.2 and on the data comprising the Contractor’s Application for Payment, that, to the best of the Architect’s knowledge, information and belief, the Work has progressed to the point indicated, the quality of the Work is in accordance with the Contract Documents, and that the Contractor is entitled to payment in the amount certified.

The foregoing representations are subject to (1) an evaluation of the Work for conformance with the Contract Documents upon Substantial Completion, (2) results of subsequent tests and inspections, (3) correction of minor deviations from the Contract Documents prior to completion, and (4) specific qualifications expressed by the Architect.

The issuance of a Certificate for Payment shall not be a representation that the Architect has (1) made exhaustive or continuous on-site inspections to check the quality or quantity of the Work, (2) reviewed construction means, methods, techniques, sequences or procedures, (3) reviewed copies of requisitions received from Subcontractors and suppliers and other data requested by the Owner to substantiate the Contractor’s right to payment, or (4) ascertained how or for what purpose the Contractor has used money previously paid on account of the Contract Sum.

§ A.5.3.2 Maintain Records of Applications and Certificates for Payment. The Architect shall maintain a record of the Applications and Certificates for Payment.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.4 Submittals

§ A.5.4.1 Review the Contractor’s Submittal Schedule. The Architect shall review the Contractor’s submittal schedule and shall not unreasonably delay or withhold approval of the schedule. The Architect’s action in reviewing submittals shall be taken in accordance with the approved submittal schedule or, in the absence of an approved submittal schedule, with reasonable promptness while allowing sufficient time, in the Architect’s professional judgment, to permit adequate review.

§ A.5.4.2 Review Contractor’s Submittals. The Architect shall review and approve, or take other appropriate action upon, the Contractor’s submittals such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. Review of such submittals is not for the purpose of determining the accuracy and completeness of other information such as dimensions, quantities, and installation or performance of equipment or systems, which are the Contractor’s responsibility. The Architect’s review shall not constitute approval of safety precautions or construction means, methods, techniques, sequences or procedures. The Architect’s approval of a specific item shall not indicate approval of an assembly of which the item is a component.

§ A.5.4.3 Review of Delegated Design. If the Contract Documents specifically require the Contractor to provide professional design services or certifications by a design professional related to systems, materials, or equipment, the Architect shall specify the appropriate performance and design criteria that such services must satisfy. The Architect shall review and take appropriate action on Shop Drawings and other submittals related to the Work designed or certified by the Contractor’s design professional, provided the submittals bear such professional’s seal and signature when submitted to the Architect. The Architect’s review shall be for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. The Architect shall be entitled to rely upon, and shall not be responsible for, the adequacy and accuracy of the services, certifications, and approvals performed or provided by such design professionals.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.4.4 Requests for Information. Subject to the Additional Services provision of the Agreement, the Architect shall review and respond to requests for information about the Contract Documents. The Architect shall set forth, in the Contract Documents, the requirements for requests for information. Requests for information shall include, at a minimum, a detailed written statement that indicates the specific Drawings or Specifications in need of clarification and the nature of the clarification requested. The Architect’s response to such requests shall be made in writing within any time limits agreed upon, or otherwise with reasonable promptness. If appropriate, the Architect shall prepare and issue supplemental Drawings and Specifications in response to the requests for information.

§ A.5.4.5 Maintain Submittal Records. The Architect shall maintain a record of submittals and copies of submittals supplied by the Contractor in accordance with the requirements of the Contract Documents.

§ A.5.5 Changes in the Work

§ A.5.5.1 Order Minor Changes in the Work. The Architect may order minor changes in the Work that are consistent with the intent of the Contract Documents and do not involve an adjustment in the Contract Sum or an extension of the Contract Time. Subject to the Additional Services provision of the Agreement, the Architect shall prepare Change Orders and Construction Change Directives for the Owner’s approval and execution in accordance with the Contract Documents.

§ A.5.5.2 Maintain Change Order Records. The Architect shall maintain records relative to changes in the Work.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.6 Project Completion

§ A.5.6.1 Certificate of Substantial Completion. The Architect shall:

.1 conduct inspections to determine the date or dates of Substantial

Completion and the date of final completion;

.2 issue Certificates of Substantial Completion;

.3 forward to the Owner, for the Owner’s review and records, written warranties and related documents required by the Contract Documents and received from the Contractor; and, .4 issue a final Certificate for Payment based upon a final inspection indicating that, to the best of the Architect’s knowledge, information, and belief, the Work complies with the requirements of the Contract Documents.

The Architect’s inspections shall be conducted with the Owner to check conformance of the Work with the requirements of the Contract Documents and to verify the accuracy and completeness of the list submitted by the Contractor of Work to be completed or corrected.

§ A.5.6.2 Inform Owner about Retainage. When Substantial Completion has been achieved, the Architect shall inform the Owner about the balance of the Contract Sum remaining to be paid the Contractor, including the amount to be retained from the Contract Sum, if any, for final completion or correction of the Work.

§ A.5.6.3 Forward Closeout Documentation. The Architect shall forward to the Owner the following information received from the Contractor: (1) consent of surety or sureties, if any, to reduction in or partial release of retainage or the making of final payment; (2) affidavits, receipts, releases and waivers of liens, or bonds indemnifying the Owner against liens; and (3) any other documentation required of the Contractor under the Contract Documents.

§ A.5.6.4 Conduct Post-Completion Meeting. Upon request of the Owner, and prior to the expiration of one year from the date of Substantial Completion, the Architect shall, without additional compensation, conduct a meeting with the Owner to review the facility operations and performance.

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

The Design Architect (DA) and Architect of Record (AOR) shall provide the Basic Services assigned to them in the Responsibility columns, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(This column includes a standard description of each service that may be required for the Project.)

Design Architect

(DA)

Architect of Record

(AOR)

(If the DA and AOR share responsibility for an activity, or if one architect assists the other, describe that relationship in this column.)

§ A.5.7 Other (Insert other Construction Phase Services. Add rows as necessary.)

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

SUPPLEMENTAL SERVICES

The services listed below are not included in Basic Services but may be required for the Project. The Design Architect (DA), Architect of Record (AOR), and Owner shall provide the services assigned to them in the Responsibility columns below, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(Describe in detail the Supplemental Services in each prompt below or, if set forth in an exhibit, identify the exhibit. The AIA publishes a number of Standard Form of Architect’s Services documents that can be included as an exhibit to describe the Architect’s Supplemental Services.)

Design Architect

(DA)

Architect of Record

(AOR)

Owner If there is shared responsibility for an activity, or if one party assists another, describe that relationship in this column.

§ A.6.1 Programming

§ A.6.2 Multiple preliminary designs

§ A.6.3 Measured drawings

§ A.6.4 Existing facilities surveys

§ A.6.5 Site evaluation and planning

§ A.6.6 Building Information Model management responsibilities

§ A.6.7 Development of Building Information Models for post construction use

§ A.6.8 Civil engineering

§ A.6.9 Landscape design

§ A.6.10 Architectural interior design

§ A.6.11 Value analysis

§ A.6.12 Cost estimating

§ A.6.13 On-site project representation

§ A.6.14 As-designed record drawings

§ A.6.15 As-constructed record drawings

AIA Document E205™–2022. Copyright © 2022 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. To report copyright violations, e-mail copyright@aia.org.

SUPPLEMENTAL SERVICES

The services listed below are not included in Basic Services but may be required for the Project. The Design Architect (DA), Architect of Record (AOR), and Owner shall provide the services assigned to them in the Responsibility columns below, which shall be indicated by the following designations:

R = Responsible Party A = Assist Responsible Party N = No Responsibility (The parties agree that if a box in the Responsibility column is left blank, the respective party has no responsibility for the applicable service.)

DESCRIPTION OF SERVICE RESPONSIBILITY CLARIFICATIONS

(Describe in detail the Supplemental Services in each prompt below or, if set forth in an exhibit, identify the exhibit. The AIA publishes a number of Standard Form of Architect’s Services documents that can be included as an exhibit to describe the Architect’s Supplemental Services.)

Design Architect

(DA)

Architect of Record

(AOR)

Owner If there is shared responsibility for an activity, or if one party assists another, describe that relationship in this column.

§ A.6.16 Post-occupancy evaluation

§ A.6.17 Facility support services

§ A.6.18 Tenant-related services

§ A.6.19 Architect’s coordination of the Owner’s consultants

§ A.6.20 Telecommunications/data design

§ A.6.21 Security evaluation and planning

§ A.6.22 Sustainable Project Services

§ A.6.23 Historic preservation

§ A.6.24 Furniture, furnishings, and equipment design

§ A.6.25 Other services provided by specialty Consultants

§ A.6.26 Other Supplemental Services