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Information on this page provided by The American Institute of Architects
The experiences of others may be instructive up to a point, but every project
is unique. Your architect is prepared to advise and assist you in tailoring the
array of professional services available to meet your needs and
expectations.
Most building projects require design and construction documents, assistance
in securing a contractor, and evaluation of the progress and quality of
construction. The services an architect can provide for you-in-house or through
consultants-may include facilities programming; marketing and economic
feasibility studies; budgeting and financing packages; site-use and utilities
studies; environmental analysis; planning and zoning applications; preparation
of materials for public referenda; special cost or energy analysis;
tenant-related design; special drawings, models, and presentations; and facility
operation services after project completion.
Not all services must be provided by the architect. Some owners have
considerable project-planning, design, and construction expertise and may be
fully capable of undertaking some project tasks themselves. Other owners find it
desirable or necessary to add other consultants to the project team to undertake
specific tasks. Discussion with your architect will be necessary to establish
who will coordinate owner-supplied work or other services provided beyond the
scope of the architect's agreement.
The AIA publishes a wide variety of standard form agreements with different
approaches to defining a scope of services. From the most commonly used
document, AIA Document B141, Standard Form of Agreement Between Owner and
Architect, to documents used for special purposes, the scope of services offered
in the AIA documents range from the typical to highly customized applications.
You may choose from a variety of formats that come prepackaged or à la carte,
which are called designated services. The B141 documents offers a choice of
multiple scope packages that may be substituted for one another and that deal
with a range of situations, from the typical to the highly specialized. This
approach gives you the flexibility to customize the scope of services that meet
your particular needs.
Customization, however, may create more complexities than you want. Other
prepackaged AIA documents, such as AIA Document B151, Abbreviated Standard Form
of Agreement Between Owner and Architect, offer only one option in the scope of
services. In the B151 document, the services are divided into two
categories-basic and additional services. The services within these categories
may also be modified to meet your needs.
Services Required
The best strategy is to sit down with your architect and identify the
services needed. Recognize that even when a number of services are designated at
the outset, other services may be required once you are under way. For example,
you may require zoning approvals or you may wish to do economic analyses of a
new energy-saving system. Other services may be added to an existing agreement
at any time. You should set aside a contingency budget to fund changes in the
services required from your architect. Tips for recognizing required services
include:
The specifics of your project will guide your choice of agreement form. The
B141 scope of services approach requires up-front discussion to set the
project's parameters, which, in the long run, will prevent misunderstandings.
B163's designated-services approach requires a little more effort up front, as
it involves the decision of which of the 83 possible services to include.
However, designating services brings discipline and clarity to the process of
deciding who will do what.
Use the list of services that appears on pages 8 and 9 as an initial
discussion guide. Doing so provides a chance to talk about many possible service
options.
Contract administration services are a case of spending a penny to save a
dollar. Once you have approved the design , you want it built as it was
designed. Your architect can administer the contract between you and the
contractor. This means evaluating work for compliance with the drawings and
specifications; approving shop drawings, materials, and product samples;
reviewing the results of material tests and inspections; approving the
contractor's requests for payment; handling requests for design changes during
construction; and administering the completion, start-up, and close-out process
of your project. Getting the building that was designed-and on budget-is
important. Attaining that goal requires considerable experience, time, and
effort. Ask your architect.
Disputes that arise during construction need to be decided quickly and
effectively. Under the AIA standard form contracts, your architect serves as the
initial arbiter of disputes between you and your contractor. If the architect's
decision is unacceptable to either party, the AIA standard forms call for formal
mediation, with arbitration to follow if mediation does not succeed. Both are
ways of resolving disputes without the delay and expense of courtroom
proceedings.
An agreement for evaluation of facility operation-perhaps a joint inspection
by you and your architect within one year after the building is occupied-will
help to serve as a checkup that the building is being used and maintained
properly.
What If There Are Too Many Unknowns?
Sometimes, the owner and the architect may discover that too little is known
about the project to determine the full extent of professional services in
advance and proceed to a contractual agreement based on a known set of services.
If this is the case, engage the architect to provide project definition and
other predesign services first, with remaining phases and services to be
determined later.
Services Available from Architects
As the owner, you will find it helpful to review this chart with your
architect to acquaint yourself with the professional services your project may
require.
The chart lists some of the services offered by architects. The chart groups
services under broad classifications that track the services in AIA Document
B141, Standard Form of Agreement Between Owner and Architect with Standard Form
of Architect's Services.
Project Administration and Management Services
Evaluation and Planning Services
Design Services
Bidding or Negotiation Services
Contract Administration Services
Facility Administration Services
Project administration
Programming
Architectural design documentation
Bidding materials
Submittal services & rejection of defective work
Maintenance & operational programming
Coordination of disciplines/documents
checking
Functional relationships/flow diagrams
Structural design/documentation
Addenda/responding to bidder inquiries
On-site visits
Start-up assistance
Agency consulting/review approval
Existing facilities surveys
Mechanical design/documentation
Bidding/negotiation
Full-time on-site project representative
Record drawing
Value analysis balanced with budget & program
Marketing studies
Electrical design/documentation
Analysis of alternates/substitutions
Testing & inspection administration
Warranty review
Schedule development/monitoring of the work
Economic feasibility studies
Civil design/documentation
Special bidding
Supplemental documentation
Postcontract evaluation
Evaluation of budget & preliminary estimate of
cost of the work
Project financing
Landscape design/documentation
Bid evaluation
Quotation requests/change orders
Presentation
Site analysis, selection, & development
planning
Interior design/documentation
Contract award
Contract cost accounting
Construction management
Detailed site utility studies
Special design/documentation
Furniture & equipment installation administration
On-site & off-site utility studies
Material research & specifications
Interpretations & decisions
Environmental studies & reports
Tenant-related services
Project close-out
Zoning process assistance
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