A101TM-1997
Standard Form of Agreement Between Owner and Contractor where the
Basis of Payment is a Stipulated Sum
This is a standard form of agreement between owner and contractor
for use where the basis of payment is a stipulated sum (fixed
price). The A101TM-1997 document adopts by
reference and is designed for use with A201TM-1997, General
Conditions of the Contract for Construction, thus providing an
integrated pair of legal documents. When used together, they are
appropriate for most projects. For projects of limited scope,
however, use of A107TM-1997 might be
considered.
A201TM-1997
General Conditions of the Contract for Construction
The General Conditions are an integral part of the contract for
construction. They set forth the rights, responsibilities, and
relationships of the owner, contractor, and architect. Though not a
party to the contract for construction between owner and
contractor, the architect does participate in the preparation of
the contract documents and performs certain construction phase
duties and responsibilities described in detail in the general
conditions. A201TM is
typically adopted by reference in certain other AIA documents, such
as owner-architect agreements, owner-contractor agreements, and
contractor-subcontractor agreements. Thus, it is often called the
"keystone" document.
Since conditions vary by locality and by project, supplementary
conditions are usually added to amend or supplement portions of the
General Conditions as required by the individual project. Review
the model language provided in A511TM-1999, Guide for
Supplementary Conditions, as a guide for creating supplementary
conditions for A201TM.
G701TM-2001
Change Order
G701TM-2001 is for
implementing changes in the Work agreed to by the owner,
contractor, and architect. Execution of a completed
G701TM indicates
agreement upon all the terms of the change, including any changes
in the Contract Sum (or Guaranteed Maximum Price) and Contract
Time. The form provides space for the signatures of the owner,
architect, and contractor, and for a complete description of the
change.
G701TMCMa-1992
Change Order, Construction Manager-Adviser Edition
G701TMCMa-1992 is for
implementing changes in the Work agreed to by the owner,
contractor, construction manager adviser, and architect. Execution
of a completed G701TM-2000 indicates agreement
upon all the terms of the change, including any changes in the
Contract Sum (or Guaranteed Maximum Price) and Contract Time. It
provides space for the signatures of the owner, contractor,
construction manager adviser, and architect, and for a complete
description of the change. The major difference between G701TMCMa and G701TM is that the signature of
the construction manager adviser, along with those of the owner,
architect, and contractor, is required to validate the change
order.
G702TM-1992
Application and Certificate for Payment, and
G703TM-1992
Continuation Sheet
These documents provide convenient and complete forms on which the
contractor can apply for payment and the architect can certify that
payment is due. The forms require the contractor to show the status
of the contract sum to date, including the total dollar amount of
the work completed and stored to date, the amount of retainage (if
any), the total of previous payments, a summary of change orders,
and the amount of current payment requested. G703TM-1992, Continuation Sheet,
breaks the contract sum into portions of the work in accordance
with a schedule of values prepared by the contractor as required by
the general conditions. (Note: The AIA does not publish a standard
schedule of values form.) G702TM-1992 serves as both the
contractor's application and the architect's certification. Its use
can expedite payment and reduce the possibility of error. If the
application is properly completed and acceptable to the architect,
the architect's signature certifies to the owner that a payment in
the amount indicated is due to the contractor. The form also allows
the architect to certify an amount different than the amount
applied for, with explanation provided by the architect.
G702TMCMa-1992
Application and Certificate for Payment, Construction
Manager-Adviser Edition
G702TMCMa-1992 serves
the same purposes as G702TM-1992 except that this
document expands responsibility for certification of payment to
include both the architect and the construction manager. Similarly,
both the architect and the construction manager may certify a
different amount than that applied for, with each initialing the
figures that have been changed and providing written explanation(s)
accordingly. The standard form G703TM Continuation Sheet is
appropriate for use with G702TMCMa.
G704TM-2000
Certificate of Substantial Completion
G704TM-2000 is a
standard form for recording the date of substantial completion of
the work or a designated portion thereof. The contractor prepares a
list of items to be completed or corrected, and the architect
verifies and amends this list. If the architect finds that the work
is substantially complete, the form is prepared for acceptance by
the contractor and the owner, and the list of items to be completed
or corrected is attached. In G704TM, the parties agree on the
time allowed for completion or correction of the items, the date
when the owner will occupy the work or designated portion thereof,
and a description of responsibilities for maintenance, heat,
utilities, and insurance.
G706TM-1994
Contractor's Affidavit of Payment of Debts and Claims
The contractor submits this affidavit with the final request for
payment, stating that all payrolls, bills for materials and
equipment, and other indebtedness connected with the work for which
the owner might be responsible has been paid or otherwise
satisfied. G706TM-1994
requires the contractor to list any indebtedness or known claims in
connection with the construction contract that have not been paid
or otherwise satisfied. The contractor may also be required to
furnish a lien bond or indemnity bond to protect the owner with
respect to each exception.
G706ATM-1994
Contractor's Affidavit of Release of Liens
G706ATM-1994 supports
G706TM-1994 in the
event that the owner requires a sworn statement of the
contractor stating that all releases or waivers of liens have been
received. In such event, it is normal for the contractor to submit
G706TM and G706ATM along with attached
releases or waivers of liens for the contractor, all
subcontractors, and others who may have lien rights against the
owner's property. The contractor is required to list any exceptions
to the sworn statement provided in G706ATM, and may be required to
furnish to the owner a lien bond or indemnity bond to protect the
owner with respect to such exceptions.