Synopsis.
AIA Document C205-2024 establishes duties and responsibilities where the consultant provides the owner with regional or urban 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 regional or urban planning services, grouped under four phases: (i) Inventory, Research, and Data Gathering; (ii) Analysis, Assessment, and Recommendation; (iii) Plan Concepts; and (iv) Plan Finalization.
C205–2024 is not a standalone document and to become effective, it must be incorporated into an owner-consultant agreement. It may be used with any owner-consultant agreement to provide the Planner’s scope of services. It may also be incorporated into any owner-consultant agreement after the agreement is executed with an amendment form to create a modification to any owner-consultant agreement.
For all document details and a record of changes, see the summary »
Completing C205-2024.
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-consultant 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-consultant agreement. Providing that date will assist in identifying this scope of services document with the existing owner-consultant 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 Objectives for the Project should be identified and described in Section 1.1.1.
§ 1.1.2 If not already specified in the Agreement, the parties should identify and describe each area or site that is to be considered as part of the Planning Services. The term “Area” is used throughout the agreement to represent the one or more areas or sites that make up the Project.
§ 1.1.3 Identify and describe the physical characteristics of the Area that is to be considered as part of the Planning Services.
§ 1.1.4 Using the available information about the Project, the parties should identify and describe the non-physical characteristics of the Area in Section 1.1.3.
§ 1.1.5 If not already specified in the Agreement, the parties should identify any anticipated scheduling information for the Project in Section 1.1.4.
§ 1.1.6 The Owner’s anticipated sustainable objectives, if any, should be identified and described in Section 1.1.6.
§ 1.1.7 The Owner’s anticipated climate resiliency objectives, if any, should be identified and described in Section 1.1.7.
§ 1.1.8 All persons or agencies, in addition to the Owner’s representative, required to review the Planner’s deliverables should be listed in Section 1.1.8.
§ 1.1.9 The Owner’s consultants to be retained for the Project should be listed in Section 1.1.9.
§ 1.1.10 The Planner’s sub-consultants to be retained for the Project should be listed in Section 1.1.10.
§ 1.1.11 The parties should list other information that will affect the Planning Services that is not already provided elsewhere in the Agreement.
Article 2 Regional or Urban Planning Services
§ 2.5 Planning Services
Before completing C205-2024, the Owner and Planner will need to agree upon the scope of Regional or Urban Planning Services required for the Project. The Planner 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 Planning Services and can serve as a valuable discussion guide in establishing the final scope of services. The Owner and Planner should complete the table by indicating whether the listed services will be provided and, if so, by whom. The Planner shall not perform any listed service unless specifically designated in the Responsibility column of the table.
The table sets forth 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, Plan Concepts; and (iv) Section 2.5.4, Plan Finalization. The subsections of Section 2.6.1 relate to subsections of 2.5.2. If the Planner is designated as having responsibility for a subsection of 2.5.2, the Planner should also be designated as having responsibility for the corresponding subsection(s) of 2.6.1. If the Owner and Planner 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 Planning Service.
§ 2.5.1.2 If Community Engagement is a designated Planning Service, insert each community engagement method and the agreed-upon number of sessions in the space provided.
§ 2.6 If the Owner and Planner agree upon expanded or modified descriptions of the Planning Services, those descriptions may be inserted in this Section.
§ 2.7 If the Owner and Planner agree upon expanded or modified descriptions of the Deliverables for the Project, those descriptions may be inserted in this Section.
Article 3 Additional Services
§ 3.3 Insert the number of months beyond which the Planner shall be entitled to compensation as Additional Services.
Article 5 Compensation
Provide compensation amount and method.
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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