Synopsis.
AIA Document B212–2024 establishes duties and responsibilities where the architect provides the owner with master planning services. It is not a fixed scope of services, but a menu of services from which the parties may select. This scope provides a menu of choices of master planning services, group under four phases: (i) Information, Research, and Data Gathering; (ii) Analysis, Assessment, and Recommendation; (iii) Design Alternatives; and (iv) Finalization of Master Plan.
B212–2024 is not a standalone document and to become effective, it must be incorporated into an owner-architect agreement. It may be used with any owner-architect agreement to provide the Architect’s scope of services. It may also be incorporated into any owner-architect agreement after the agreement is executed with an amendment form to create a modification to any owner-architect agreement.
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Completing B212-2024.
Cover Page.
Project. The proposed Project should be described in sufficient detail to identify the official name or title of the Project and 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.
§ 1.1.1 The Owner’s Master Planning Objectives for the Project should be identified and described in Section 1.1.1.
§ 1.1.2 Each site of the Project should be identified and described in Section 1.1.2. The term “Site” is used throughout the agreement to represent the one or more sites of the Project.
§ 1.1.3 Using the available information about the Project, the parties should identify and describe the physical and non-physical characteristics of the Project in Section 1.1.3.
§ 1.1.4 All persons or agencies, in addition to the Owner’s representative, who are required to review the Architect’s deliverables should be listed in Section 1.1.4.
§ 1.1.5 All consultants in which the Owner will retain for the Project should be listed in Section 1.1.5.
§ 1.1.6 All consultants in which the Architect will retain for the Project should be listed in Section 1.1.6.
§ 1.1.7 The parties should list other information that will affect the Master Planning Services that is not already provided elsewhere in the Agreement.
Article 2 Master Planning Services
§ 2.5 Master Planning Services
Before completing B212-2024, the Owner and Architect will need to agree upon the scope of Master 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 Master 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 Master Planning Services grouped under four phases: (i) Section 2.5.1, Inventory, Research, and Data Gathering; (ii) Section 2.5.2, Analysis, Assessment, and Recommendation; (iii) Section 2.5.3, Design Alternatives; and (iv) Section 2.5.4, Finalization of Master Plan. The subsections of Section 2.5.1 relate to subsections of 2.5.2. If the Architect is designated as having responsibility for a subsection of 2.5.2, the Architect should also be designated as having responsibility for the corresponding subsection(s) of 2.5.1. 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.” Users may add lines as needed within the table using the Word functions for tables.
Throughout the table in Section 2.5, insert an agreed-upon number in each of the spaces provided where relevant for the designated Master Planning Services.
§ 2.5.1.2 If Stakeholder Input is a designated Master Planning Service, insert each stakeholder input method and the agreed-upon number of sessions in the space provided.
§ 2.6 If the Owner and Architect agree upon expanded or modified descriptions of the Master Planning Services, those descriptions may be inserted in this Section.
§ 2.7 If the Owner and Architect agree upon expanded or modified descriptions of the Deliverables for the Project, those descriptions may be inserted in this Section.
Article 3 Supplemental and Additional Services
§ 3.1.1 For each Supplemental Service listed, the parties should indicate the party responsible for providing the service in the appropriate column. AIA Contract Documents publishes standard form scopes of service documents for many Supplemental Services listed in Section 3.1.1, which can be used to describe the Architect’s responsibilities for the identified Supplemental Service. The Architect is not responsible for any listed Supplemental Service unless specifically so designated in the Responsibility column of the table.
§ 3.1.2.1 This Section provides space for the parties to include a detailed description of the Architect’s Supplemental Services identified in Section 3.1.1. Alternatively, the parties can identify and reference an exhibit in this section that provides the detailed description of the Architect’s Supplemental Services. AIA Contract Documents publishes a number of Standard Form of Architect’s Services documents that can be used as exhibits for this purpose.
§ 3.1.2.2 This Section provides space for the parties to include a detailed description of the Owner’s Supplemental Services identified in Section 3.1.1. Alternatively, the parties can identify and reference an exhibit in this section that provides the detailed description of the Owner’s Supplemental Services.
§ 3.2.4 Insert the number of months beyond which the Architect shall be entitled to compensation as Additional Services.
Article 5 Compensation
Provide compensation amount and method. A detailed explanation of compensation methods can be found in the Instructions for all owner-architect agreements.
Article 6 Special Terms and Conditions
Insert any modifications to the standard text of the document if the modifications are not otherwise inserted elsewhere in the document.
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 local laws. Users are encouraged to consult an attorney before completing or modifying a document.
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