Contract Administration and Project Management Forms
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AIA Contract Administration and Project Management forms are generally useful for all project delivery methods. The variety of forms in this group includes qualification statements, bonds, requests for information, change orders, construction change directives, and payment applications and certificates. These forms can be used on small to large projects.
A305–2020, Contractor’s Qualification Statement
An owner preparing to request bids or to award a contract for a construction project often requires a means of verifying the background, references, and financial stability of any contractor being considered. These factors, along with the time frame for construction, are important for an owner to investigate. Using AIA Document A305™–1986, the contractor may provide a sworn, notarized statement and appropriate attachments to elaborate on important aspects of the contractor’s qualifications.
A310–2010, Bid Bond
AIA Document A310™–2010, a simple, one-page form, establishes the maximum penal amount that may be due to the owner if the selected bidder fails to execute the contract or fails to provide any required performance and payment bonds. NOTE: A310–2010 replaces A310–1970 (expired December 2011).
A312–2010, Performance Bond and Payment Bond
AIA Document A312™–2010 incorporates two bonds—one covering the contractor’s performance, and the other covering the contractor’s obligations to pay subcontractors and others for material and labor. In addition, AIA Document A312–2010 obligates the surety to act responsively to the owner’s requests for discussions aimed at anticipating or preventing a contractor’s default. NOTE: A312–2010 replaces A312–1984 (expired December 2011).
A313-2020, Warranty Bond
AIA Document A313-2020 is an assurance by the Contractor and the Contractor’s Surety that the Contractor’s warranty obligations will be performed and completed in accordance with the terms of the Construction Contract. The Warranty Bond specifically does not extend to warranties provided by the Contractor’s suppliers and manufacturers.
B305–1993 (formerly B431–1993), Architect’s Qualification Statement
AIA Document B305™–1993 is a standardized outline form on which the architect may enter information that a client may wish to review before selecting the architect. The owner may use AIA Document B305–1993 as part of a request for proposal or as a final check on the architect’s credentials. Under some circumstances, B305–1993 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. NOTE: B305–1993 was renumbered in 2007, but its content remains the same as in AIA Document B431™–1993 (expired 2009).
D101–1995, The Architectural Area and Volume of Buildings, 1995 Edition
This document establishes definitions for methods of calculating the architectural area and volume of buildings. AIA Document D101™–1995 also covers interstitial space and office, retail, and residential areas.
D200–1995, Project Checklist
The project checklist is a convenient listing of tasks a practitioner may perform on a given project. This checklist will assist the architect in recognizing required tasks and in locating the data necessary to fulfill assigned responsibilities. By providing space for notes on actions taken, assignment of tasks, and time frames for completion, AIA Document D200™–1995 may also serve as a permanent record of the owner’s, contractor’s and architect’s actions and decisions.
G612™-2017, Owner’s Instructions to the Architect
AIA Document G612-2017 is a questionnaire, drafted to elicit information from the owner regarding the nature of the construction contract. G612 is divided into two parts: Part A relates to contracts and Part B deals with bidding procedures. The order of the parts follows the project’s chronological sequence to match the points in time when the information will be needed. Because many of the items relating to the contract will have some bearing on the development of construction documents, it is important to give Part A to the owner at the earliest possible phase of the project. The owner’s responses to Part A will lead to a selection of the appropriate delivery method and contract forms, including the general conditions. Answers to Part B will follow as the contract documents are further developed.
G701™-2017, Change Order
AIA Document G701-2017 is used for implementing changes in the work agreed to by the owner, contractor, and architect. Execution of a completed G701 indicates agreement upon all terms of the change, including any changes in the contract sum (or guaranteed maximum price) and contract time. The form allows for signatures of the owner, architect and contractor, and for a description of the change.
G701S™-2017, Change Order, contractor‐Subcontractor Version
AIA Document G701S-2017 is for implementing changes in the work agreed to by the contractor and subcontractor. Execution of a completed G701S-2017 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 contractor and subcontractor and for a complete description of the change.
G702®-1992, Application and Certificate for Payment
AIA Document G702-1992, Application and Certificate for Payment, and G703-1992, Continuation Sheet, 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. G703-1992 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. G702-1992 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.
G702S®-2017, Application and Certificate for Payment, Contractor‐Subcontractor Version
AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor 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. AIA Document G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.
G703®-1992, Continuation Sheet
AIA Document G702-1992, Application and Certificate for Payment, and G703-1992, Continuation Sheet, 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. G703-1992 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.
G703S®-2017, Continuation Sheet, Contractor‐Subcontractor Version
AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor 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. G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.
G704™-2017, Certificate of Substantial Completion
AIA Document G704-2017 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 following substantial completion, 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 G704, the parties agree on the time allowed for completion or correction of outstanding 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.
G705™-2001, List of Subcontractors
AIA Document G705-2001 is a form for listing subcontractors and others proposed to be employed on a project as required by the bidding document.
G706™-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. AIA Document G706-1994 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.
G706A™-1994, Contractor’s Affidavit of Release of Liens
AIA Document G706A-1994 supports G706-1994 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 an event, it is normal for the contractor to submit G706-1994 and G706A-1994 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 G706A-1994, and may be required to furnish to the owner a lien bond or indemnity bond to protect the owner with respect to such exceptions.
G707™-1994, Consent of Surety to Final Payment
AIA Document G707-1994 is intended for use as a companion to G706-1994, Contractor’s Affidavit of Payment of Debts and Claims, on construction projects where the contractor is required to furnish a bond. By obtaining the surety’s approval of final payment to the contractor and its agreement that final payment will not relieve the surety of any of its obligations, the owner may preserve its rights under the bond.
G707A™-1994, Consent of Surety to Final Reduction in or Partial Release of Retainage
This is a standard form for use when a surety company is involved and the owner/contractor agreement contains a clause whereby retainage is reduced during the course of the construction project. When duly executed, AIA Document G707A-1994 assures the owner that such reduction or partial release of retainage does not relieve the surety of its obligations.
G709™-2018, Proposal Request
This form is used to obtain price quotations required in the negotiation of change orders. AIA Document G709-2018 is not a change order or a direction to proceed with the work. It is simply a request to the contractor for information related to a proposed change in the construction contract. G709 provides a clear and concise means of initiating the process for changes in the work.
G710™-2017, Architect’s Supplemental Instructions
AIA Document G710-2017 is used by the architect to issue additional instructions or interpretations, or to order minor changes in the work. It is intended to assist the architect in performing its obligations as interpreter of the contract documents in accordance with the owner/architect agreement and the general conditions of the contract for construction. G710 should not be used to change the contract sum or contract time. It is intended to help the architect perform its services with respect to minor changes not involving adjustment in the contract sum or contract time. Such minor changes are authorized under Section 7.4 of AIA Document A201-2017.
G711™-2018, Architect’s Field Report
The architect’s project representative can use this standard form to maintain a concise record of periodic site visits or, in the case of a full-time project representative, a daily log of construction activities. Observations, including known deviations from the contract documents and from the most recent construction schedule submitted by the contractor, as well as defects and deficiencies observed in the work, align with the architect’s reporting obligations to the owner specified in the B101-2017, Owner-Architect Agreement. Pursuant to that agreement, the architect is not required to make exhaustive or continuous on-site inspections to check the quality or quantity of the work.
G712™-1972, Shop Drawing and Sample Record
AIA Document G712-1972 is a standard form by which the architect can log and monitor shop drawings and samples. The form allows the architect to document receipt of the contractor’s submittals, subsequent referrals of the submittals to the architect’s consultants, action taken, and the date returned to the contractor. G712-1972 can also serve as a permanent record of the chronology of the submittal process.
G714™-2017, Construction Change Directive
AIA Document G714-2017 is a directive for changes in the work for use where the owner and contractor have not agreed on proposed changes in the contract sum or contract time. G714 should be used to direct changes in the work which, if not expeditiously implemented, might delay the project. Upon receipt of a completed G714, the contractor must promptly proceed with the change in the work described therein.
G715™-2017, Supplemental Attachment for ACORD Certificate of Insurance 25
AIA Document G715-2017 is intended for use in adopting ACORD Form 25 to certify contractor insurance coverages required under standard form AIA agreements. Because the ACORD certificate does not have space to show all coverages required in standard form AIA agreements, the supplemental attachment form should be completed, signed by the contractor’s insurance representative, and attached to the ACORD certificate.
Note: Some states regulate documents that are used to verify the existence of insurance. Check the laws of your state before using, or requiring the use of, this form. G715-2017 was approved for use in the State of New York on October 5, 2018.
G716™-2004, Request for Information (RFI)
AIA Document G716™-2004 provides a standard form for an owner, architect, and contractor to request further information from each other during construction. The form asks the requesting party to list the relevant drawing, specification or submittal reviewed in attempting to find the information. Neither the request nor the response received provides authorization for work that increases the cost or time of the project.
G801™-2017, Notice of Additional Services
AIA Document G801-2017 is intended to be used by an architect when notifying an owner of additional services pursuant to the AIA’s owner/architect agreements, such as B101-2017. G801-2017 replaces AIA Document G801‐2007, Notice of Amendment to the Professional Services Agreement.
G802™-2017, Amendment to the Professional Services Agreement
AIA Document G802-2017 is intended to be used when amending the AIA’s owner/architect agreements, such as B101-2017, to provide changes in the architect’s scope, compensation, or other terms.
G803™-2017, Amendment to the Consultant Services Agreement
AIA Document G803-2017 is intended for use when amending the AIA’s architect‐consultant agreement, C401-2017, to provide changes in the consultant’s scope, compensation, or other terms.
G804™-2001, Register of Bid Documents
AIA Document G804-2001 serves as a log for bid documents while they are in the possession of contractors, subcontractors, and suppliers during the bidding process. The form allows tracking by bidder of documents issued, deposits received, and documents and deposits returned. G804-2001 is particularly useful as a single point of reference when parties interested in the project call for information during the bidding process.
G808™-2017, Project Directory and Design Data Summary
AIA Document G808 can be used by the architect to record pertinent information about the project throughout design and construction. The architect can use G808 to (a) maintain a directory of project participants, (b) record code information and calculations, and (c) track regulatory approvals. G808 should be completed piece by piece as a project progresses and should be periodically reviewed to ensure the accuracy and relevance of the information. The attached construction classification worksheet can be used to supplement G808. G808‐2017 replaces AIA Documents G806‐2001, Project Parameters Worksheet; G807‐2001, Project Team Directory; and G808‐2001, Project Data.
G809™-2001, Project Abstract
AIA Document G809-2001 establishes a brief, uniform description of project data to be used in the tabulation of architect marketing information and firm statistics. The intent is to provide a single sheet summary where information can be sorted, compiled, and summarized to present a firm’s experience. Information compiled in G809-2001 can support planning for similar projects and answer questions pertaining to past work.
G810™-2001, Transmittal Letter
AIA Document G810-2001 allows for the orderly flow of information between parties involved in the design and construction phase of a project. It serves as a written record of the exchange of project information and acts as a checklist reminding the sender to tell the recipient what exactly is being sent, how the material is being sent, and why it is being sent.