The American Institute of Architects Official Guide to the 2007 AIA Contract Documents

Foreword v

Acknowledgments vii

Preface ix

Part 1 The Aia Standard Documents 1

1 Introduction: Standardization of Construction Contracts 2

1.1 Freedom of Contract: The Concept of “Private Law-Making” 2

1.2 Construction Contract Documentation 4

1.3 The AIA Documents as a Management Tool 7

1.4 The AIA Documents as a Model 8

1.5 The AIA Documents as an Industry Standard 9

1.6 The AIA Documents as a Legal Standard 10

2 History of the AIA Documents 12

2.1 1860–1910: The Precursors 12

2.2 1910–1950: The Turbulent Years—Prosperity,Depression, and War 26

2.3 1950–1990: Drivers of the AIA Documents in the Modern Business Age 33

2.4 1990 to the Present: The Post-Industrial Age and the World Economy 36

3 The 2007 AIA Documents Development Process 38

3.1 Governing Factors 38

3.2 Drafting Principles 40

3.3 The Participants 41

3.4 The Drafting Process 44

4 The Document Families Described 46

4.1 The Numbering System and the Concept of Document Families 46

4.2 The Conventional (A201) Family—AIA’s Core Documents 49

4.3 Additional and Supporting Documents and Guides 51

4.4 Administrative Forms (G-Series Documents) 59

4.5 The Interiors Family 59

4.6 The Construction Management Families 61

4.7 The Design-Build Family 65

4.8 Small Project Documents 67

4.9 International Documents 68

4.10 Digital Practice Documents 69

4.11 The Integrated Project Delivery Family 70

5 Educational and Supporting Resources 73

5.1 Instructions 73

5.2 Articles and Publications 75

5.3 The Architect’s Handbook of Professional Practice 75

5.4 Comparisons and Commentaries 76

5.5 Educational Programs at the National and Component Levels 77

5.6 Staff Assistance 77

5.7 For Lawyers: The AIA Legal Citator 78

5.8 Third-Party Resources: Articles, Conferences,and Texts 78

Part 2 The Aia Documents Companion 81

6 Basic Principles and Provisions 82

6.1 Common Terminology 82

6.2 Dispute Resolution 100

6.3 Risk Allocation 107

7 Owner-Contractor Agreement Forms 114

7.1 The AIA Document “Families” and the 2007 Editions of the Owner-Contractor Agreement Forms 114

7.2 Provisions of the Owner-Contractor Agreement Forms 117

8 The General Conditions of the Contract for Construction 151

8.1 Introduction: The 2007 Editions of the General Conditions 151

8.2 Provisions of the General Conditions 153

9 Guide Forms 248

9.1 Guides for Supplementary Conditions and Document Amendments 248

9.2 Owner’s Instruction Forms 250

10 The Subcontract Forms 252

10.1 The AIA Subcontract Forms 252

10.2 Provisions of the Subcontract Forms 253

11 Procurement, Construction Administration, and Other Standard Forms 278

11.1 Preconstruction and Procurement Forms 278

11.2 Construction Administration Forms 281

11.3 Contract Completion and Closeout Forms 282

11.4 Architect’s Office Administration Forms 284

12 Owner-Architect Agreement Forms 287

12.1 The AIA Document “Families” and the 2007 Editions of the Owner-Architect Agreement Forms 287

12.2 Provisions of the Standard Owner-Architect Agreement Forms 290

13 Architect-Consultant Agreement Forms 331

13.1 The AIA Standard Agreement Form: AIA Document C401™–2007 331

13.2 Provisions of the Architect-Consultant Agreement Form 332

14 Leading Cases Shaping and Interpreting AIA Contract Documents 344

14.1 The Early Legal Landscape 344

14.2 Cases Construing the Uniform Contract 349

14.3 The Middle Years—1915 to 1955 350

14.4 Liability Cases That Influenced the Documents in the 1960s and 1970s 354

14.5 Topical Cases 358

14.6 Special Risk Allocation Cases 360

Appendices

A List of Illustrative Cases Interpreting the AIA Contract Documents 367

B AIA Contract Document Synopses by Family 369

C AIA Contract Documents 392

A101™–2007 393

A201™–2007 400

A401™–2007 438

B101™–2007 452

C401™–2007 473

Index 481