2018-0523 - Small Firm Guide

Guide to AIA Contract Documents for Small Firms, Sole
Practitioners, and Custom Residential Architects

(Rev. 06/2018)
Purpose of the Guide
Revisions to the Guide
Importance of Written Contracts
Overview of AIA Contract Documents

History of AIA Contract Documents
Document Development
Flagship Documents
A201, General Conditions of the Contract for Construction
A101, Owner/Contractor Agreement where the Basis of Payment is a Stipulated Sum
B101, Owner/Architect Agreement
Small Projects Family of AIA Contract Documents

A105, Owner/Contractor Short Form Agreement
B105, Owner/Architect Short Form Agreement
Other AIA Documents of Interest to Small Project Practitioners

Abbreviated Agreements
Specialized Owner/Architect Agreements and Forms
Interiors Family of AIA Contract Documents
Sustainable Projects Documents
Master Agreements and Service/Work Orders
Residential Design-Build Agreement
Amendments and Supplementary Conditions
AIA Contract Document Formats

AIA Documents Online Unlimited Access
AIA Documents Online Customizable Single Documents
AIA Documents Online Basic Single Documents
AIA Documents on Paper
AIA Contract Document Resources

Document Content Help
Technical and Purchasing Support
AIA Member Groups and Knowledge Communities
AIAU
Document Comparison Chart
This Guide was originally developed in collaboration with representatives from the AIA’s Small Project Practitioners
Knowledge Community, Small Firm Exchange, and Custom Residential Architect Network. The AIA expresses special
thanks to the liaisons from groups who assisted in the development, review and revision of this guide, including Marika
Snider, Sara O’Neil Manion, Rob Walker, Andrew Porth, and James Cline.
Guide to AIA Contract Documents for Small Firms. Copyright © 2013, 2015, and 2018 by The American Institute of Architects. All rights reserved.
Guide to AIA Contract Documents for Small Firms
Purpose of the Guide

The purpose of this guide is to provide information about AIA Contract Documents resources of interest to
small firms. Follow the links provided throughout this guide to access these resources and view document
samples. This guide does not provide instructions on how to complete AIA documents or model language
for amending contracts or agreements. For that information, refer to the instructions that accompany most
AIA documents; AIA Documents A503™–2017, Guide for Supplementary Conditions; and B503™–2017,
Guide for Amendments to AIA Owner/Architect Agreements. Additional resources are available at
aiacontracts.org/learn, including commentaries, comparatives, and guides on other document-related
topics. The AIA publishes many other materials for the small project practitioner regarding other aspects of
practice, including The Architect’s Handbook of Professional Practice.
Revisions to the Guide

The AIA published the original version of this guide in September of 2013. In May of 2015, the AIA revised
this guide to include information about several new documents, including a set of master agreements with
service and work orders and a residential design-build agreement. In 2018, the AIA again revised this guide
to include information about the 2017 updated design-bid-build family of documents and select
documents being released in 2018 and 2019. This 2017 release included many of the AIA’s most popular
documents, a number of which are highlighted in this guide. The AIA will continue to periodically revise and
update this guide to reflect changes in the AIA Contract Documents program and to include new
information and resources.
Importance of Written Contracts

Overview. What is a contract? The standard legal definition is:
“A contract is a promise or a set of promises for the breach of which the law gives a remedy,
or the performance of which the law in some way recognizes as a duty.”1
Legal requirements for a valid contract include a meeting of the minds, offer and acceptance, mutual
exchange of consideration, and performance. Stated more simply, a contract is formed when all parties
agree to terms, something of value is received by each party (e.g. work completed for payment), and each
party is required to perform obligations set forth in the contract. The importance of using written contracts
cannot be overstated, even for the smallest and most straightforward projects.
Architects, including small project practitioners, need written contracts so everyone understands and
agrees to the key elements of consideration and performance at the outset, and to avoid
misunderstandings as the project moves forward. Such key elements include, at a minimum, the following:
• A description of the Project
• Architect’s responsibilities, including:
o a statement of the standard of care,
o the scope of services to be provided, and
o consultants that the architect will provide.
• Compensation, including compensation for Basic and Additional Services, and reimbursables
• Owner’s responsibilities, such as providing a budget and other project information
• Ownership and use of Instruments of Service
• Termination
1
Restatement (Second) of Contracts, § 1.
Guide to AIA Contract Documents for Small Firms. Copyright © 2013, 2015, and 2018 by The American Institute of Architects. All rights reserved. 2
These contract provisions protect against major elements of risk that may be inherent in even the smallest
and most basic project. However, as projects become larger and more complicated, there is the potential
for additional types of risk and for greater expense. So, agreements must be sufficiently detailed to
adequately address those issues. AIA Contract Documents have been developed to allocate risks and
responsibilities at a level of detail specific to different sizes or types of projects.
In addition, AIA agreements contain a section typically titled “Miscellaneous Provisions” or “Special Terms
and Conditions,” which provides a prompt for the parties to include items not specifically addressed in the
agreement. Parties may wish to use this section to clarify items that are not included in the scope of
services or to provide a limitation of liability provision such as that set forth in AIA Document B503™–2017,
Guide for Amendments to AIA Owner/Architect Agreements.
Contract Language Required by Local Law. Some states and local jurisdictions require parties to include
specific contract language in residential design or construction agreements. Often, this mandatory language
is intended to protect homeowners and homebuyers. For example, local law may require a residential
construction contract to include the contractor’s registration number, key design or construction milestone
dates, or notice regarding mechanic’s lien rights. Practitioners who use the AIA Contract Documents for
residential design or construction should consult local authorities or an attorney to verify contract
requirements imposed by local law.
Contract selection. AIA Contract Documents are divided into the nine families listed below. Document
families are distinguished by project type or delivery method. Documents in each family provide a
consistent structure and text base to support the major relationships on a design and construction project.
The AIA also publishes digital practice documents and construction administration and project management
forms that may be used on any project, small to large. Understanding AIA document families will help you
select the most appropriate standard forms for your project. (Follow the links for a synopsis of the
documents in each family.)
• Small Projects
• Conventional (A201)
• Interiors
• Construction Manager as Adviser (CMa)
• Construction Manager as Constructor (CMc)
• Design-Build
• Integrated Project Delivery (IPD)
• International
• Program Management
Overview of AIA Contract Documents

AIA documents are intended for nationwide use and are not drafted to conform to the law of any one state.
With that caveat, however, AIA documents provide a solid basis of contract provisions that are enforceable
under the existing law at the time of publication. A significant body of case law concerning contracts for
design and construction is based largely on the language of AIA standard forms.
AIA documents are grouped by family and by series. This dual method of organizing the documents makes
it quicker and easier for users to select the documents appropriate for their projects. Documents in the
same family are coordinated to tie together the various legal and working relationships on the same project
types or delivery methods. They are linked by common terminology and procedures, and may also adopt
one another by reference. The relevant terms of AIA Document A201™–2017, General Conditions of the
Contract for Construction, for example, are adopted by reference in several agreements including AIA
Documents A101™–2017, A102™–2017, A103™–2017, A401™–2017, B101™–2017, and B103™–2017.
Documents in each series reflect the purpose of the document. For example, owner/contractor agreements
are found in the A series, and contract administration forms are in the G series. (Follow the links below for a
synopsis of documents in each series.)
• A-Series, Owner/Contractor Agreements
• B-Series, Owner/Architect Agreements
• C-Series, Other Agreements
• D-Series, Miscellaneous Documents
• E-Series, Exhibits
• G-Series, Contract Administration and Project Management Forms
Document series categories are defined by the AIA’s document numbering system.
History of AIA Contract Documents

The American Institute of Architects publishes more than 120 contracts and administrative forms that are
recognized throughout the design and construction industry as the benchmark documents for managing
transactions and relationships involved in construction projects. The AIA's prominence in the field is based on
130 years of experience creating and updating its documents. For a history of the AIA Contract Documents
program, click this link or go to aiacontractdocs.org, scroll to the bottom of the page and select the link titled
“Our history”.
Document Development
AIA Documents Committee and staff. The AIA Documents Committee is a standing committee of 30 to 40
licensed architects and AIA members. The Committee’s work is aided by insurance and other special advisors,
outside legal counsel, and AIA staff, including in-house attorneys. Members of the Documents Committee are
actively engaged in the design and construction industry through employment in architectural firms or
construction companies, or for building owners or developers. New members are appointed to maintain a
balance of viewpoints based on diversity of geography, firm size, practice type, and area of expertise.
Drafting Process. The AIA's drafting process is a thorough and deliberate approach that strives to achieve a
fair balance among interests affected by the contract documents. The process is based on the cooperative
input of the Documents Committee members, advisors, legal counsel, and a wide variety of industry liaisons
and subject matter experts. Beyond the input of Committee members, the AIA solicits feedback from
owners, general contractors, engineers, subcontractors, sureties, lawyers, insurers, and other interested
stakeholders. The Committee seeks out and receives input from various liaison groups and stakeholders for
each document via written comments and face-to-face meetings.
Revision Cycle. AIA Contract Documents are generally revised and updated every 10 years, but potentially
more often depending upon industry trends. In 2017, the AIA updated 34 core documents from its design-
bid-build family, including A201-2017, General Conditions of the Construction Contract. For more
information about how AIA Contract Documents are developed, see Drafting Principles and Revision
Policies.
Flagship Documents: A201, A101, and B101

Although AIA Documents A201, A101, and B101 are generally used in projects that are large in scope, they
are included in this guide because they are the AIA’s flagship documents for the design-bid-build delivery
method, and many other AIA documents are derived from them. For example, A105 and A104, discussed
below, each contains its own internal general conditions rather than using a separate set of general
conditions. The general conditions in A105 and A104 are based on A201. Similarly, B104 and B105 are
streamlined versions of B101 for use in smaller projects.
A201™–2017, General Conditions of the Contract for Construction

The general conditions are an integral part of the contract for construction for a large project and are
incorporated by reference into the owner/contractor agreement. 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 participates in the preparation of the contract
documents and performs construction phase duties and responsibilities described in detail in the general
conditions. AIA Document A201™–2017 is adopted by reference in owner/architect, owner/contractor, and
contractor/subcontractor agreements in the Conventional (A201) family of documents; thus, it is often
called the “keystone” document. Learn more about A201-2017.
A101™–2017, Owner/Contractor Agreement – Stipulated Sum

AIA Document A101™–2017 is a standard form of agreement between owner and contractor for use where
the basis of payment is a stipulated sum. A101 adopts by reference, and is designed for use with, AIA
Document A201™–2017, General Conditions of the Contract for Construction. In addition, A101 is drafted
to be used in conjunction with the A101™–2017, Exhibit A, Insurance and Bonds. This insurance and bonds
exhibit is a critical part of the owner/contractor agreement and should be discussed with legal and
insurance counsel. A101 is suitable for a wide array of projects, including large or complex projects. For
projects of a more limited scope, use of AIA Document A104™–2017, Standard Abbreviated Form of
Agreement Between Owner and Contractor, should be considered. For even smaller projects, consider AIA
Document A105™–2017, Standard Short Form of Agreement Between Owner and Contractor. Learn more
about A101-2017.
B101™–2017, Owner/Architect Agreement

AIA Document B101™–2017 is a standard form of agreement between owner and architect for building
design and construction contract administration. Services are divided into basic, supplemental, and
additional services. Basic services are performed in five phases: schematic design, design development,
construction documents, procurement, and construction. Supplemental Services are services that are not
included as Basic Services but are identified as the architect’s responsibility at the time the agreement is
executed. Additional Services are services that may arise as the project proceeds. This agreement may be
used with a variety of compensation methods, including percentage of the budget for construction cost and
stipulated sum. B101–2017 is intended to be used in conjunction with AIA Document A201™–2017, General
Conditions of the Contract for Construction, which is specifically referenced. For projects of a more limited
scope, use of AIA Document B104™–2017, Standard Abbreviated Form of Agreement Between Owner and
Architect, should be considered. For even smaller projects, consider AIA Document B105™–2017, Standard
Short Form of Agreement Between Owner and Architect. Learn more about B101-2017.
Small Projects Family of AIA Contract Documents

The Small Projects Family is comprised of two short form agreements: AIA Document A105™–2017, an owner/
contractor agreement and AIA Document B105™–2017, an owner/architect agreement. They are intended for
use on projects that are modest in size, brief in duration, and where payment to the Contractor is based on
a stipulated sum.
A105™-2017, Owner/Contractor Short Form Agreement

AIA Document A105™–2017 is a stand-alone agreement with its own general conditions. AIA Document
A105–2017 is for use on a project that is modest in size, brief in duration, and where payment to the
contractor is based on a stipulated sum. Although A105 and B105 share some similarities with other
agreements, the Small Projects family should NOT be used with agreements in other document families
without careful side-by-side comparison of contents. Learn more about A105-2017.
B105™-2017, Owner/Architect Short Form Agreement

AIA Document B105™–2017 is a standard short form of agreement between owner and architect. B105–
2017 is for use on a project that is modest in size and brief in duration. B105–2017 is intended for use with
A105–2017, which it incorporates by reference. B105 is extremely abbreviated, and is formatted more
informally than other AIA agreements. For larger and more complex projects, other AIA owner/architect
agreements are more suitable. Although AIA Documents A105 and B105 share some similarities with other
AIA agreements, the Small Projects family should NOT be used with other AIA document families without
careful side-by-side comparison of contents. Learn more about B105-2017.
Other AIA Documents of Interest to Small Project Practitioners

Abbreviated AIA Agreements
A104™-2017, Abbreviated Owner/Contractor Agreement. AIA Document A104™–2017 is a stand-alone
agreement with its own internal general conditions and is intended for use on construction projects of
limited scope and complexity. It may be used for projects where payment to the contractor is based on
either a stipulated sum or the cost of the work plus a fee, with or without a guaranteed maximum price.
Parties using AIA Document A104–2017 will also use A104 Exhibit A, Determination of the Cost of the Work,
if using a cost-plus payment method. AIA Document B104™–2017, Standard Abbreviated Form of
Agreement Between Owner and Architect, coordinates with A104–2017 and incorporates it by reference
for terms relating to contract administration and for defined terms. For more complex projects, parties
should consider using A101™–2017, A102™–2017, or A103™–2017. For smaller and less complex projects,
parties may wish to consider A105™–2017. Learn more about A104-2017.
B104™-2017, Abbreviated Owner/Architect Agreement. AIA Document B104™–2017 is intended for use on
construction projects of limited scope and complexity. B104-2017 is an abbreviated version of B101™–
2017. B104 contains a compressed form of basic services with three phases: design, construction
documents, and construction. This document may be used with a variety of compensation methods. B104–
2017 is intended to be used in conjunction with AIA Document A104™–2017, Standard Abbreviated Form of
Agreement Between Owner and Contractor, which it incorporates by reference for terms relating to
contract administration and for defined terms. For more complex projects, parties should consider using
B101™–2017 or B103™–2017. For smaller and less complex projects, parties may wish to consider B105™–
2017. Learn more about B104-2017.
Specialized Owner/Architect Agreements and Forms

B102™-2017, Owner/Architect Agreement without a Predefined Scope of Architect’s Services. AIA
Document B102™–2017 is a standard form of agreement between owner and architect that contains terms
and conditions and compensation details. AIA Document B102-2017 does not include a scope of architect’s
services, which must be inserted in Article 1 or attached as an exhibit. The separation of the scope of
services from the owner/architect agreement allows users the freedom to append alternative scopes of
services. Learn more about B102-2017.
The AIA offers the following scopes of services documents that may be paired with B102–2017:
• B201-2017, Architect’s Services: Design and Construction Contract Administration

• B202-2009, Architect’s Services: Programming
• B203-2017, Architect’s Services: Site Evaluation and Project Feasibility
• B204-2007, Architect’s Services: Value Analysis
• B205-2017, Architect’s Services: Historic Preservation
• B207-2017, Architect’s Services: On-Site Project Representation
• B210-2017, Architect’s Services: Facility Support
• B212-2010, Architect’s Services: Regional or Urban Planning
• B214-2012, Architect’s Services: LEED® Certification
• B252-2007, Architect’s Services: Arch. Interior Design
• B253-2007, Architect’s Services: Furniture, Furnishings, and Equipment Design
B106™-2010, Owner/Architect Agreement for Pro Bono Services. B106 is a standard form of agreement
for building design, construction contract administration, or other professional services provided on a pro
bono basis. The architect’s pro bono services are professional services for which the architect receives no
financial compensation other than compensation for reimbursable expenses. A table format is provided for
the parties to designate the scope of the architect’s pro bono services and the maximum number of hours
to be provided by the architect for each pro bono service. If the architect is providing construction phase
services, B106 is intended to be used in conjunction with AIA Document A201™–2007, General Conditions
of the Contract for Construction, which B106 incorporates by reference. Learn more about B106-2010.
B107™-2010, Developer-Builder/Architect Agreement for Prototype(s) for Single Family Residential

Project. B107 is a standard form of agreement between developer-builder and architect that is intended for
use in situations where the architect will provide limited architectural services in connection with a single
family residential project. Under B107, the architect’s services consist of development of Permit Set
Documents and limited construction phase services for the first residence of each prototype design
constructed by the developer-builder in the development. This document anticipates that the developer-
builder will have extensive control over the management of the project, acting in a capacity similar to that
of a developer or speculative builder of a housing project, and that the developer-builder is an entity that
has experience with applicable residential building codes, selection of materials and systems, and methods
of installation and construction. Learn more about B107-2010.
B108™-2009, Owner/Architect Agreement for a Federally Funded or Federally Insured Project. B108 is a
standard form of agreement between owner and architect for building design and construction contract
administration that is intended for use on federally funded or federally insured projects. B108 was developed
with the assistance of several federal agencies and contains terms and conditions that are unique to federally
funded or federally insured projects. B108 sets forth five traditional phases of basic services: Schematic
Design, Design Development, Construction Documents, Bidding or Negotiation, and Construction. Two other
types of services are delineated in the document: optional services and additional services. B108 is structured
so that either the owner or the architect may be the entity providing cost estimates. Learn more about B108-
2009.
B172™-2013, Owner/Architect Agreement for Architect of Record Services. B172 provides the agreement
between the owner and the architect of record, an entity who is separate and independent from the
program manager and design manager, and who acts as a project specific architect. AIA Document B172 is
coordinated for use with AIA documents C171™–2013, Standard Form of Agreement Between Owner and
Program Manager for use in a Multiple Project Program and B171™–2013, Standard Form of Agreement
Between Owner and Design Manager for use in a Multiple Project Program. The architect of record is
responsible for preparation of the construction documents, based on criteria received from the owner in a
“transfer package”, and related design and bidding phase services, and administration of the
owner/contractor agreement on a project by project basis. AIA Document B172 may also, with some
modifications, be appropriate for use in other circumstances where an architect is asked to prepare
construction documents based on the preliminary design work of another, and to provide related bidding
and contract administration services for a project. Learn more about B172-2013.
B305™-1993, Architect’s Qualification Statement. B305 is a standard outline form on which the architect
may enter information that a client may wish to review before selecting the architect. The owner may use
B305 as part of a request for proposal or as a final check on the architect’s credentials. Under some
circumstances, B305 may be attached to the owner/architect agreement to show, for example, the team of
professionals and consultants expected to be employed on the project. Learn more about B305-1993.
Interiors Family of AIA Contract Documents

B152™-2007, Owner/Architect Agreement for Architectural Interior Design Services. B152 is a standard
form of agreement between the owner and architect for design services related to furniture, furnishings
and equipment (FF&E) as well as to architectural interior design. AIA Document B152 divides the architect’s
services into eight phases: programming, pre-lease analysis and feasibility, schematic design, design
development, contract documents, bidding and quotation, construction contract administration, and FF&E
contract administration. AIA Document B152 is intended for use with AIA Documents A251™–2007, General
Conditions of the Contract for Furniture, Furnishings and Equipment, and A201™–2007, General Conditions
of the Contract for Construction, both of which it incorporates by reference. Learn more about B152-2007.
The interiors family also includes the following documents:

• B153-2007, Owner/Architect Agreement for FF& Design Services
• A151-2007, Owner/Vendor Agreement for FF&E – Stipulated Sum
• A251-2007, General Conditions of the Contract for FF&E
• A751-2007, Invitation and Instructions for Quotation for FF&E
Sustainable Projects Documents

E204™-2017, Sustainable Projects Exhibit. AIA Document E204–2017, Sustainable Projects Exhibit, has
been developed for use on a wide variety of sustainable projects, including those in which the Sustainable
Objective includes obtaining a Sustainability Certification, such as LEED® (Leadership in Energy and
Environmental Design), or those in which the Sustainable Objective is based on incorporation of
performance-based sustainable design or construction elements. E204–2017 addresses the risks,
responsibilities, and opportunities unique to projects involving substantial elements of sustainable design
and construction. E204–2017 is not a stand-alone document, but is intended to be attached as an exhibit to
an existing agreement on a project that includes a Sustainable Objective. Learn more about E204-2017.
D503™-2013, Guide for Sustainable Projects. D503 discusses the risks, roles, and responsibilities faced by
owners, architects, and contractors on sustainable projects. Learn more about D503-2013.
Master Agreements and Service/Work Orders

The AIA Master Agreements are designed so parties who regularly contract with each other can avoid
renegotiating basic business terms on each new project. Under these agreements, the parties can establish
the basic business terms of their relationship and add projects, through Service and Work Orders, without
renegotiating an entirely new contract.
B121™-2014, Master Agreement Between Owner and Architect for Services provided under multiple
Service Orders. B121 is a master agreement between the owner and architect. It is intended for use when
the architect’s scope of services will subsequently be specified through the use of one or more service
orders. B121 provides only the common terms and conditions that will be applicable to each service order.
Use of B121 plus a service order creates a contract, referred to as the service agreement, which includes
both the terms and the scope of services. B121 is coordinated for use with AIA Document B221™–2014,
Service Order for use with Master Agreement Between Owner and Architect. The master agreement plus
service order contracting method allows multiple scopes of services to be issued quickly without the
necessity to renegotiate the terms and conditions of the Service Agreements. Learn more about B121-2014.
B221™-2014, Service Order for use with Master Agreement Between Owner and Architect. B221 is a
service order that provides the architect’s scope of services and other terms pertinent to the specific
service order. It is intended for use when the owner and architect have entered into a master agreement
setting forth the common terms and conditions applicable to all service orders. B221 is not a stand-alone
agreement and must be used in conjunction with a master agreement. B221 is coordinated for use with AIA
Document B121™–2014, Master Agreement Between Owner and Architect for Services provided under
Multiple Service Orders. Use of B221 plus a master agreement creates a contract, referred to as the service
agreement, which includes both the terms and the scope of services. Learn more about B221-2014.
In addition to B121 and B221, the AIA also publishes the following master agreement and work/service
order documents:
• A121-2014, Master Agreement Between Owner and Contractor
• A221-2014, Work Order for use with Master Agreement Between Owner and Contractor
• C421-2014, Master Agreement Between Architect and Consultant
• C422-2014, Service Order for use with Master Agreement Between Architect and Consultant
• Note: The AIA expects to publish a Master Agreement Between Contractor and
Subcontractor, and related Work Order, in Fall 2018.
Residential Design-Build Agreement

A145™–2015, Owner/Design-Builder Agreement for a One or Two Family Residential Project.
A145 is intended to be used for a one or two family residential project and consists of the Agreement
portion and Exhibit A, which is a Design-Build Amendment that is executed when the owner and design-
builder have agreed on the Contract Sum. A145 is a streamlined document developed to meet the needs of
residential owners and design-builders. For commercial or multi-family design-build projects, AIA Document
A141™–2014, Agreement Between Owner and Design-Builder, is more appropriate.
Design-build is a project delivery method in which the owner contracts directly with one entity to provide
both the design and construction of the project. It is important to recognize that a design-builder assumes
responsibility and liability for both the design services and construction work. Prior to entering into this
agreement, any person or entity that wishes to act as the design-builder should consult with its legal
counsel and insurance advisers. Some states may restrict or prohibit design-build practices under statutes
that regulate architectural registration, contractor licensing, or incorporation of professionals. Additionally,
federal, state, or local law may impose specific requirements on contracts for residential construction. The
requirements for single and two-family projects may be different. The owner should consult local
authorities or an attorney to verify requirements applicable to this agreement.
Although A145 shares some similarities with other documents in the AIA’s Design-Build family, A145 is not
coordinated for use with those documents, and should NOT be used in tandem with agreements in the
Design-Build family without careful side-by-side comparison of contents. Learn more about A145-2015.
Amendments and Supplementary Conditions

A503™–2017, Guide for Supplementary Conditions. A503 contains model provisions for modifying and
supplementing AIA Document A201™–2017, General Conditions of the Contract for Construction and
associated owner/contractor agreements. It provides model language with explanatory notes to assist users
in adapting AIA Document A201–2017 to specific circumstances. A201–2017, as a standard form document,
cannot cover all the particulars of a project. Thus, AIA Document A503 is provided to assist users with
modifying A201–2017. Learn more about A503-2017.
B503™–2017, Guide for Amendments to AIA Owner/Architect Agreements. B503 contains model
provisions for amending owner/architect agreements. Some provisions, such as a limitation of liability
clause, further define or limit the scope of services and responsibilities. Other provisions introduce different
approaches, such as fast-track construction. In all cases, these provisions are provided because they deal
with circumstances that are not typically included in other AIA standard form owner/architect agreements.
Learn more about B503-2017.
AIA Contract Document Formats

AIA Contract Documents are available in four formats: (1) online unlimited access, (2) online customizable
single documents, (3) online basic single documents in Adobe PDF format, and (4) paper documents. These
options are described throughout this section, and can be purchased at aiacontracts.org/purchase.
Online Unlimited Access

The annual online unlimited access allows users to access, edit, and finalize all available forms and
agreements for a full year. Depending on the size of the organization, customers can choose anywhere
from a 1-user license up to 50+ users. Online unlimited access comes with the following features:
▪ Time tested, industry standard documents ▪ Variance checker

▪ Editable legal language ▪ Frequently used clause library
▪ Online/offline editing option ▪ Share and track changes for review
▪ Custom document template ▪ Unlimited document access and finalizations
Online Customizable Single Documents

Online customizable single documents allow users to purchase one document at a time, yet still be able to
edit its standard text. This includes all the features and functionality of online unlimited access, except the
user may only finalize each document one time.
Online Basic Single Documents

With online basic single documents, the standard text cannot be edited. Each document may be completed
only once and saved as a PDF document.
AIA Documents on Paper

AIA Contract Documents on paper can be purchased from local distributors, which are primarily local AIA
components, located across the country. Documents not available in paper can be downloaded as
customizable or basic single documents. View a list of AIA Documents Available for Paper Purchase.
AIA Guides and Free Documents

Several AIA guides and documents can be downloaded free of charge on the AIA Contract Documents Learn
page (aiacontracts.org/learn). These guides and documents include:
• A503–2017, Guide for Supplementary Conditions
• A533–2009, Guide for Supplementary Conditions, Construction Manager as Adviser Edition

• B106–2010, Owner/Architect Agreement for Pro Bono Services
• B503–2017, Guide for Amendments to AIA Owner/Architect Agreements
• D503–2013, Guide for Sustainable Projects
• G612–2017, Owner’s Instructions to the Architect
Part A - Construction Contract
Part B - Bidding Procedures
AIA Contract Documents Resources

Document Content Help
Document Instructions. Most AIA Contract Documents include instruction sheets. In addition to
background information about AIA documents in general, the instruction sheets describe the purpose of
each document and identify related documents. If the document is a revised edition, instruction sheets
describe changes from the previous edition. Although line-by-line instructions are not provided, instruction
sheets identify and provide guidance for completing key fill points. In some instances, instruction sheets
provide model language (e.g., compensation options for owner/architect agreements).
AIA Doc Info telephone assistance. The AIA Doc Info telephone line provides answers to questions about
document content and assistance with document selection. AIA Doc Info telephone assistance is available
Monday–Friday, from 8:30 a.m. to 5:00 p.m. Eastern Time:
• Telephone: (202) 626-7526
• E-mail: [email protected]
AIA Contract Documents Learn web page. The AIA Contract Documents Learn web page
(www.aiacontracts.org/learn) provides access to a variety of resources related to the AIA contract
documents and risk management that are available for to view or download free of charge. These resources
include:
• Articles on topics related to construction contracts and risk management
• Live and on-demand webinars
• Information about upcoming in-person training
• Guides to the AIA Contract Documents
• Contract relationship diagrams for AIA document families
• Commentaries and comparisons of key AIA documents
Technical Support and Purchasing Assistance

AIA Contract Documents Technical Support Center is open Monday–Friday, from 8:30 a.m. to 6:00 p.m. Eastern Time:
• Telephone: (800) 942-7732
• E-mail: [email protected]
AIA Member Groups and Knowledge Communities

AIA Member Groups and Knowledge Communities are interactive web-based communities where
architects and other professionals can connect and share expertise. The following are AIA Member Groups
and Knowledge Communities that may be of interest to small project practitioners:
• Small Firm Exchange. The AIA Small Firm Exchange focuses on the needs of small firms. Its
mission is to further the special and unique interests of architects practicing in small firms,
and architects as sole practitioners, by working with and through the American Institute of
Architects. Secondly, it is to act as a central body to promote the creation, and to facilitate
and coordinate the efforts, of additional Small Firm Exchanges at the component level. The
web site contains blogs, webinars, discussion forums, publications, announcements, practice
tools, best practices, and upcoming events.
• Small Project Practitioners Knowledge Community. The AIA Small Project Practitioners
Knowledge Community generates, collects, and distributes knowledge for architects of small
firms and designers of small projects. The web site contains blogs, videos, podcasts,
discussion forums, announcements, toolkits, shared files, trust programs, AIA Trust for Small
Firms, AIA Small Projects Awards Program, Small Projects Practitioners Journal, and
information on design trends, managing a practice, navigating the economy, and contracts
and insurance.
• Custom Residential Architects Network (CRAN). A network of more than 1,000 members, hosting
blogs, a library, events calendar, and discussion forums. CRAN develops knowledge and information
to benefit architects who are engaged in, or who are interested in learning more about, custom
residential practice. CRAN presents information and facilitates the exchange of knowledge and
expertise to promote the professional development of its members via discussion forums, national
symposia and conventions, publications, and local activities.
• Risk Management Program. The Risk Management Program creates education materials for
individuals who are unable to devote the resources to a full-fledged risk management team or in-
house legal counsel department. A critical component of the Risk Management Program is the six-
person Risk Management Committee (RMC). The RMC actively monitors risk management
development in the construction industry, with particular emphasis on issues impacting design
professionals.
AIAU
Aiau.aia.org is a dynamic catalogue of online on-demand courses that offers architects learning units on
trending topics, business opportunities, and tactics that can benefit your small firm practice. Click here to
view the course catalogue. Relevant courses for small project practitioners include: AIA Contract
Document Series, Everything You Need to Know: AIA Contract Documents for Small Firms, Small Firm
Sustainable Strategies: Applying Sustainable Principles to Small Projects, and Avoiding or Reducing
Architect‒Contractor Conflicts in Small Projects.
Owner/Contractor Agreements – Comparison Chart
A101–2017 A102–2017 A103–2017 A104–2017 A105–2017 A121–2014 A145–2015
Title Owner/Contractor Owner/Contractor Owner/Contractor Abbreviated Owner/Architect Owner/Architect Short Master Agreement Owner/Design-Builder
Agreement, where the Agreement, where the Agreement, where the basis Agreement Form Agreement Between Owner and Agreement for a One or
basis of Payment is a basis of payment is the of payment is the Cost of Contractor, where Work is Two Family Residential
Stipulated Sum Cost of the Work Plus a the Work Plus a Fee provided under multiple Project
Fee with a Guaranteed Work Orders
Maximum Price
Purpose O/C agreement where Establishes a contractual Establishes a contractual O/C agreement for medium O/C agreement for a Intended for use when Establishes a contractual
the basis of payment is a relationship between relationship between sized projects. residential or small the Contractor’s scope relationship between the
stipulated sum and cost Owner and Contractor Owner and Contractor commercial project. of Work will be specified Owner and a Design-
has been determined in where the basis of where the basis of payment Payment to the through the use of Work Builder for design and
advance through bidding payment is the Cost of the is the Cost of the Work plus Contractor is a Orders. construction of a one or
or negotiation. Work plus a fixed fee with a fixed fee without a stipulated sum (fixed two family residential
a guaranteed maximum guaranteed maximum price). project.
price. It is not intended price. It is not intended for
for use in competitive use in competitive bidding.
bidding.
General A201–2017 A201–2017 A201–2017 Internal general conditions. Internal general Internal general Internal general
Conditions conditions. conditions. conditions.
Method of Stipulated Sum Cost of the Work Plus a Cost of the Work Plus a Fee Stipulated Sum or Cost of the Stipulated Sum Selected in A221™-2014 Stipulated Sum or other
Compensation Fee with a Guaranteed without a Guaranteed Work Plus a Fee with or method as determined by
Maximum Price Maximum Price without a GMP the parties.
Number of Pages 8 (plus a 7-page 15 (plus a 7-page 14 (plus a 7-page insurance 26 (plus a 5-page exhibit) 11 18 (plus a 5-page 14 (plus a 3 page exhibit)
insurance and bonds insurance and bonds and bonds exhibit) exhibit)
exhibit) exhibit)
Dispute Initial decision by the Initial decision by the Initial decision by the architect Initial decision by the N/A Initial decision by the Litigation, unless another
Resolution architect or neutral, then architect or neutral, then or neutral, then mediation. If architect, then mediation. If architect, then mediation. method is agreed upon by
mediation. If mediation not mediation. If mediation not mediation not successful, mediation not successful, If mediation not successful, the parties.
successful, check-box successful, check-box check-box selection of check-box selection of check-box selection of
selection of method for selection of method for method for binding dispute method for binding dispute method for binding dispute
binding dispute resolution. binding dispute resolution. resolution. resolution. resolution.
Insurance Owner and Contractor are Owner and Contractor are Owner and Contractor are Owner and Contractor are Owner and Contractor are Owner and Contractor are Owner and Contractor are
required to maintain required to maintain required to maintain required to maintain required to maintain required to maintain required to maintain
insurance and provide insurance and provide bonds insurance and provide bonds insurance and provide bonds insurance and provide insurance and provide insurance and provide bonds
bonds as set forth in an as set forth in an exhibit and as set forth in an exhibit and in as set forth in Article 17. bonds as set forth in Article bonds as set forth in Article as set forth in Article 16.
exhibit and in A201–2017 in A201–2017 A201–2017 5. 16.
Related A201, A401, A503, A701, A201, A401, A503, A701, A201, A401, A503, A701, B104, A503 B105 A221 N/A
Documents B101, C401 B101, C401 B101, C401
This Guide was developed in collaboration with representatives from the AIA’s Small Project Practitioners Knowledge Community, Small Firm Exchange, and Custom Residential
Architect Network. The AIA expresses special thanks to the liaisons from groups who assisted in the development, review and revision of this guide, including Marika Snider, Sara
O’Neil Manion, Rob Walker, Andrew Porth and James Cline.
Owner/Architect Agreements – Comparison Chart
B101–2017 B102–2017 B104–2017 B105–2017 B106–2010 B107–2010 B108–2009 B121–2014
Title Owner/Architect Owner/Architect Abbreviated Owner/Architect Owner/Architect Developer-Builder and Owner/Architect Master Agreement
Agreement Agreement without Owner/Architect Short Form Agreement for Pro Architect Agreement Agreement for a Between Owner and
a Predefined Scope Agreement Agreement Bono Services for Prototype(s) for Federally Funded Architect for Services
of Architect's Single Family or Federally Insured provided under
Services Residential Project Project multiple Service Orders
Purpose Flagship O/A O/A agreement O/A agreement for O/A agreements for a O/A agreement for Developer-Builder/ O/A agreement for use Master Agreement
agreement, generally containing only medium sized residential or small professional services Architect agreement for on federally funded or intended for use when
for use on larger business terms and projects. Abbreviated commercial project. provided on a pro design of one or more federally insured Architect’s scope of
projects. Assumes conditions. Scope of version of B101– Adopts A105 by bono basis. prototype(s) for a single projects. Contains terms services will be specified
Architect will provide services must be 2017. reference for family residential and conditions that are in Service Orders.
cost estimates and inserted or attached. Architect's project. unique to such projects.
design Project to meet Construction Phase
Owner's budget for duties.
cost of the Work.
General A201–2017 NA A104–2017 A105–2017 A201–2007 NA A201–2007 NA
Conditions
Method of Various methods. See Various methods. See Various methods. See Various methods. See No financial Various methods. See Various methods. See Various methods. See
Compensation document document document document compensation, other document instructions. document instructions. document instructions.
instructions. instructions. instructions. instructions. than Reimbursable
Expenses.
Number of 23 10 14 3 14 15 19 10
Pages
Phases of Five phases of Terms and conditions Three phases of Basic Two abbreviated Table format for Two phases of Five phases of Terms and conditions
Architect’s Basic Services only; scope of Services (design, phases of Basic parties to designate Basic Services (design— Basic Services (schematic only; scope of services
Services (schematic design, services must be construction Services (design and scope of pro bono schematic to permit set design, design must be attached.
design development, attached. documents, construction) and services and documents only, and development,
construction construction) and abbreviated maximum number of limited construction construction documents,
documents, bidding or Additional Services Additional Services hours to be provided. phase) and Additional bidding or negotiation,
negotiation, Services. construction) Optional
construction) and Services and Additional
Additional Services Services
Dispute Mediation. If mediation Mediation. If Mediation. If N/A Meet and confer, then Mediation. If mediation Mediation. If mediation Mediation. If mediation
Resolution not successful, check- mediation not mediation not mediation. If mediation not successful, check- not successful, check- not successful, check-
box selection of successful, check-box successful, check-box not successful, check- box selection of method box selection of method box selection of method
method for binding selection of method selection of method box selection of method for binding dispute for binding dispute for binding dispute
dispute resolution. for binding dispute for binding dispute for binding dispute resolution. resolution. resolution.
resolution. resolution. resolution.
Insurance Contains fill points to Contains fill points to No insurance No insurance No insurance Contains fill points to list Contains fill points to list Contains fill points to list
list types and limits of list types and limits requirements specified requirements specified requirements for types and limits of types and limits of types and limits of
Architect's insurance of Architect's for Architect. For for Architect. For Architect. Owner must Architect's insurance Architect's insurance Architect's insurance
coverage. For Owner's insurance coverage. Owner's insurance Owner's insurance maintain CGL insurance coverage. coverage. For Owner's coverage.
insurance requirements, see A104– requirements, see A105– and other insurance insurance requirements, see
requirements, see 2017. 2017. required pursuant to A201–2007.
A201–2017. A201, if applicable.
Related A201, C401 B201, B202, B203, A104, C401 A105 A201 C401 A201, C401 B221
Documents B204, B205, B206,
B207, B209, B210,
B211, B212, B214

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Guide to AIA Contract Documents for Small Firms, Sole

Practitioners, and Custom Residential Architects

Overview of AIA Contract Documents

Small Projects Family of AIA Contract Documents

Other AIA Documents of Interest to Small Project Practitioners

AIA Contract Document Formats

AIA Contract Document Resources

Document Comparison Chart

Purpose of the Guide

Revisions to the Guide

Importance of Written Contracts

Overview of AIA Contract Documents

History of AIA Contract Documents

Flagship Documents: A201, A101, and B101

A201™–2017, General Conditions of the Contract for Construction

A101™–2017, Owner/Contractor Agreement – Stipulated Sum

B101™–2017, Owner/Architect Agreement

Small Projects Family of AIA Contract Documents

A105™-2017, Owner/Contractor Short Form Agreement

B105™-2017, Owner/Architect Short Form Agreement

Other AIA Documents of Interest to Small Project Practitioners

Specialized Owner/Architect Agreements and Forms

• B201-2017, Architect’s Services: Design and Construction Contract Administration

B107™-2010, Developer-Builder/Architect Agreement for Prototype(s) for Single Family Residential

Interiors Family of AIA Contract Documents

The interiors family also includes the following documents:

Sustainable Projects Documents

Master Agreements and Service/Work Orders

Residential Design-Build Agreement

Amendments and Supplementary Conditions

AIA Contract Document Formats

Online Unlimited Access

▪ Time tested, industry standard documents ▪ Variance checker

Online Customizable Single Documents

Online Basic Single Documents

AIA Documents on Paper

AIA Guides and Free Documents

• A533–2009, Guide for Supplementary Conditions, Construction Manager as Adviser Edition

AIA Contract Documents Resources

Technical Support and Purchasing Assistance

AIA Member Groups and Knowledge Communities

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