Instructions: G737™–2009 CMa, Summary of Contractors’ Applications for Payment Construction Manager as Adviser Edition

Synopsis. 

AIA Document G737–2009 CMa, Summary of Contractors’ Applications for Payment, is to be used in conjunction with AIA Document G736™–2009 CMa, Project Application and Project Certificate for Payment. These documents are designed to be used on a Project where a Construction Manager is employed as an adviser to the Owner, but not as a constructor, and where multiple prime Contractors have separate, direct Agreements with the Owner.

AIA Document G737–2009 serves as a summary of the contractors’ applications with totals being transferred to G736. The construction manager-adviser can then sign G736, have it notarized, and submit it along with the G737 to the architect. Both the architect and the construction manager must certify the payment amount. For all document details and a record of changes, see the summary »

 

Completing G737–2009 CMa.

After the Construction Manager has completed AIA Document G737, Summary of Contractors’ Applications for Payment, summary information should be transferred to G736.

The Construction Manager should submit the completed G736, together with G737, to the Architect.

The Construction Manager and Architect should review the G736 and G737 and, if they find the forms acceptable, complete the Project Certificate for Payment on G736.

The completed forms should be forwarded to the Owner. The Owner will make payment directly to each Contractor based on the amount due each as noted in Column J of G737.

Each Contractor on the Project will have completed and signed AIA Document G732™–2009, Application and Certificate for Payment, Construction Manager as Adviser Edition, and forwarded it to the Construction Manager. The Construction Manager will review each Contractor’s Application for Payment and, if it is acceptable, will complete one row in G737 for each Contractor.

If the Construction Manager does not agree with the amounts requested by any Contractor, the Construction Manager should note the corrected amount in an appropriate location on G737. (On the underlying G732 forms, the Construction Manager should initial any figures changed to conform to the amounts certified and attach an explanation.)

One row should be completed for each application period for each Contractor involved in the Project whether or not any amount is due the particular Contractor for the period in question. Each page should be summarized vertically and all pages summarized once to provide Project totals.

Project totals should be transferred to AIA Document G736, Project Application and Project Certificate for Payment.

Making payment

The Owner should make payment directly to the individual Contractors based on the amounts certified by the Construction Manager and Architect on AIA Document G736, Project Application and Certificate for Payment, and AIA Document G737, Summary of Contractors’ Applications for Payment. Payment should not be made to any other party unless specifically indicated on G736 and G737.

 

Important.

Modifications. Particularly with respect to professional or contractor licensing laws, building codes, taxes, monetary and interest charges, arbitration, indemnification, format and font size, AIA Contract Documents may require modification to comply with state or local laws. Users are encouraged to consult an attorney before completing or modifying a document.

Reproductions. This document is a copyrighted work and may not be reproduced or excerpted from without the express written permission of the AIA. There is no implied permission to reproduce this document, nor does membership in The American Institute of Architects confer any further rights to reproduce this document. For more information, see the document footer and the AIA Contract Documents® Terms of Service.

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