November 2014 Launch Information & Talking Points The November 2014 launch includes the following new documents:  CONVENTIONAL (A201) FAMILY o A121™–2014, Standard Form of Master Agreement Between Owner and Contractor, where work is provided under Multiple Work Orders  A121™-2014 Exhibit, A: Determination of the Cost of the Work o A221™–2014, Work Order for use with Master Agreement Between Owner and Contractor o B121™–2014, Standard Form of Master Agreement Between Owner and Architect for Services provided under Multiple Service Orders o B221™–2014, Service Order for use with Master Agreement Between Owner and Architect o C421™–2014, Standard Form of Master Agreement Between Architect and Consultant for Services Provided under Multiple Service Orders o C422™–2014, Service Order for use with Master Agreement Between Architect and Consultant  CONSTRUCTION MANAGER AS CONSTRUCTOR (CMc) FAMILY o B133™–2014, Standard Form of Agreement Between Owner and Architect, Construction Manager as Constructor (CMc) Edition  PROGRAM MANAGER FAMILY o C172™–2014, Standard Form of Agreement Between Owner and Program Manager for use on a Single Project Launch Date: Friday, November 7, 2014 Availability:    AIA Contract Documents Software: o All the documents will be available through the 4.10 version of the AIA Contract Document desktop software. AIA Documents-on-Demand®: o All the documents will be available through AIA Documents-on-Demand. ACD5: o Unlimited  Update documents will be available to current ACD5 unlimited customers. *However, no new ACD5 unlimited licenses will be sold. o AIA Documents-on-Demand® Plus  All the documents will be available through AIA Documents-onDemand® Plus o Architect and Contractor Bundle - 1  o The documents included in the bundles will remain the same but current bundle customers can purchase the updated documents through AIA Documents-on-Demand® Plus. Paper Documents:  No paper documents Talking Points:  Master Agreements with Work Orders and Service Orders: o A need for these documents was identified by the AIA Contract Documents Committee working with AIA’s Small Firm Roundtable (SFRT), and two of the AIA’s Knowledge Communities: the Small Project Practitioners (SPP) and the Custom Residential Architects Network (CRAN). The concept was tested during the 2012 IPSOS, market research survey where Master Agreement/Task Order documents were the 4th favored new documents out of 10 concepts. o The Master Agreement allows the parties to agree to a predefined set of terms and conditions that will be applicable to multiple scopes of work or services. In order to add services under the Master Agreement, the parties will execute a task order (either a Service Order or Work Order) that establishes, among other specific terms, the scope of services or work, and the compensation. o These new documents will avoid the necessity for the parties to renegotiate their entire agreement when new services or work are added during the duration of the Master Agreement. The Master Agreement plus Task Order contracting method allows multiple scopes of services or work to be issued quickly without the necessity to renegotiate the terms and conditions of the Master Agreement. o These documents will likely be used for smaller projects or where the Architect or Contractor will be performing a number of traditional or non-traditional services on a number of projects over a period of time.  B133, Construction Manager as Constructor (CMc) Edition: o The audience for the new document is owners and architects who use the construction manager as constructor delivery model. This delivery model is typically used by sophisticated owners on larger projects. o AIA Contract Documents recognized the need for this document to define the architect’s scope and responsibilities when a construction manager is involved during the design phases of this delivery model. o The benefit of the construction manager as constructor delivery model is that the construction manager, who will be performing the construction of the project, is brought on early in the process to work collaboratively with the owner and architect during the design phases. The construction manager provides a guaranteed maximum price or control estimate to the owner once the design has reached a sufficient level of detail. From this point, the construction manager then constructs the project similar to the way a general contractor would. This collaborative process provides the owner and the architect with the benefit of having the builder’s perspective during the design process. This may result in a more efficient and less costly project than use of other delivery models. 2 o  B133 is coordinated for use with the A133-2009 and A134-2009 Owner/Construction Manager as Constructor agreements. Program Manager for use on a Single Project: o The target audience for the new C172™–2014, Standard Form of Agreement Between Owner and Program Manager for use on a Single Project, are owners who can use this agreement to hire a program manager to administer the owner’s responsibilities on a project and provide advice throughout. A program manager does not have to be an architect under this agreement, but the AIA believes that architects are particularly suited for this role. o This document is flexible for use on any size of project, small to large, because the document includes optional services that may be selected to customize the program manager’s scope . These optional services include a range of cost estimating and construction administration services that the user can select based on the needs of the project. The document also allows users to select from a range of information management duties that the Program Manager may perform. Useful New Document Resources:  Dedicated New documents URL: www.aia.org/newdocs o Includes document synopsis, sign-up form for samples of the new documents, purchase links and webinar registration links.  AIA Contract Documents Relationship Diagrams Sign-Up form: (updated with new documents: http://acdpages.aia.org/RelationshipDiagrams.html  New 2014 Fall Documents FAQs: http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab104808.pdf Free Webinars about the updated documents – Tell Your Members! Explore Master Agreements, Task Orders and Other Small Firms Agreements Join us as we provide an overview of the AIA Master Agreements and Task Orders (to be released in November 2014) and how they can be used to provide a wide array of select services over the course of several projects. This program will also include the various AIA contract documents that may be of interest to small firms and sole practitioners, how to use them effectively, and resources available to make contract administration more efficient. Date: Friday, November 7 Time: 1:00 p.m. – 2:00 p.m., EST Credits: 1 AIA LU Cost: Free 3 Registration Link: http://acdpages.aia.org/Master-Agreement-Webinar-on-November-72014_Landing-page-for-Master-Agreementswebinar.html?utm_source=10%2F22%20Component%20Update&utm_medium=Copy& utm_campaign=Master%20Agreement%20Webinar ___________________________________________________ Examination of the Program Manager Family of Documents This presentation will provide an in-depth look at the new C172™-2014, Standard Form of Agreement between Owner and Program Manager for use on a Single Project agreement and describe the program manager’s role and authority in a single project setting. This presentation will also provide an overview of the key features of the AIA’s owner/program manager documents for a multiple project scenario. Date: Wednesday, November 12 Time: 1:00 p.m. – 2:00 p.m., EST Credits: 1 AIA LU Cost: $0 Registration Link: http://acdpages.aia.org/Examination-of-the-Program-ManagerFamily-of-Documents_Program-ManagerWebinar.html?utm_source=10%2F22%20Component%20News&utm_medium=Copy&ut m_campaign=Nov.%2012%20Program%20Mgr%20webinar ____________________________ An Important Update to the Construction Manager as Constructor Family of Documents Get an in-depth look at the new B133-2014, Standard Form of Agreement between Owner and Architect, Construction Manager as Constructor Edition agreement and understand the architect’s role in a construction manager as constructor project. Also, receive an overview of the construction manager as constructor project delivery model and the key features of the AIA’s owner/construction manager as constructor agreements. Date: Wednesday, November 19 Time: 1:00 p.m. – 2:00 p.m., EST Credits: 1 AIA LU Cost: $0 Registration Link: http://acdpages.aia.org/AnImportantUpdatetotheConstructionManagerasConstructorFa milyofDocuments_Examination-of-the-Program-Manager-Family-ofDocuments_Program-ManagerWebinar.html?utm_source=Component%20Update&utm_medium=11%2F12%20issue& utm_campaign=cmc%20webinar 4 5