AIA Document B212–2010 establishes duties and responsibilities where the architect provides the owner with regional or urban planning services. This scope provides a menu of choices of regional or urban planning services, grouped under four phases: Inventory and Data Gathering; Analysis and Judgment; Preparation of Design Alternatives; and Finalization of Preferred Plan.
AIA Document B212–2010 may be used in two ways: (1) incorporated into the owner/architect agreement as the architect’s sole scope of services or in conjunction with other scope of services documents, or (2) attached to AIA Document G802™–2017, Amendment to the Professional Services Agreement, to create a modification to an existing owner/architect agreement. B212–2010 is a scope of services document only and may not be used as a stand-alone owner/architect agreement.
Project. Describe the Project by including (1) the official name or title of the facility, and (2) the location or address, if known.
Parties. State the names and addresses of the parties exactly as they are identified in the Owner-Architect agreement into which this scope of services document is incorporated, or to which it provides the scope of services for an amendment.
Date. Provide the date of the existing owner-architect agreement. Providing that date will assist in identifying this scope of services document with the existing owner-architect agreement being modified.
Article 1 – Initial Information
§ 1.1 Initial Information is provided in Section 1.1 The parties should take care to be as explicit and detailed as possible with respect to the relevant Initial Information. The parties should also correlate the information provided in the accompanying Owner-Architect Agreement with the information provided in this section to avoid inconsistencies or conflicts.
§ 1.1.2 If the Project includes more than one Site, the parties should provide the physical characteristics of each Site in Section 1.1.2.
§ 1.1.3 The parties must set forth the Owner’s anticipated design and construction milestone dates that might impact the Regional or Urban Planning Services to be provided by the Architect, including milestone dates that are to be incorporated into the Architect’s initial schedule for the Architect’s services pursuant to Section 2.2.
Article 2 – Regional or Urban Planning Services
§ 2.5 Regional or Urban Planning Services. Before completing B212–2010, the Owner and Architect will need to agree upon the scope of Regional or Urban Planning Services required for the Project. The Architect can assist the Owner by reviewing with the Owner the services listed in this table. The list offers a broad, but not exhaustive, listing of possible Regional or Urban Planning Services and can serve as a valuable discussion guide in establishing the final scope of services. The Architect and Owner should complete the table by indicating whether the listed services will be provided and, if so, by whom. The Architect shall not perform any listed service unless specifically designated in the Responsibility column of the table.
The table sets forth Regional or Urban Planning Services grouped under four phases: (1) Section 2.5.1, Inventory and Data Gathering; (2) Section 2.5.2, Analysis and Judgment; (3) Section 2.5.3, Preparation of Design Alternatives; and (4) Section 2.5.4, Finalization of Preferred Plan. If the Owner and Architect agree upon services that are not specifically listed, those items may be inserted in the appropriate phase at the designated line for “Other.”
Article 3 – Additional Services
§ 3.1 Additional Services. Insert an agreed-upon number in each of the spaces provided.
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