Instructions: F311™–2024, Standard Form of Consultant’s Services: Facility Condition Assessment

Synopsis.

AIA Document F311™–2024 is a standard form of Consultant’s services where a Consultant provides Facility Condition Assessment services pertaining to a facility or facilities and, based on those services, provide a Facility Condition Assessment Report. F311 may be used by a property owner, property manager, or facility manager to hire a consultant to provide these Facility Condition Assessment services. F311 is structured as a menu of services in which the parties must identify which services the Consultant will provide as part of the Facility Condition Assessment. The F311 contains the following categories of assessment services: identify and review existing documentation; code review; site features; exterior components; structural components; interior components; mechanical, electrical, and plumbing systems; utilities; conveying systems; life safety and fire protection systems; data and communications systems; furniture, furnishings, and equipment; preliminary cost estimate; and facility condition index. After completing these services, the Consultant will provide the Client with a Facility Condition Assessment Report, which will include (1) a summary of Facility Condition Assessment Services, including key items for the Client’s consideration; (2) assessments, recommendations, and documentation required by the Facility Condition Assessment Services; and (3) other information as mutually agreed upon by the parties. F311 may be combined with a client/consultant agreement in order to form a complete agreement. F311 has been coordinated for use with F301™-2024, Standard Form of Agreement Between Client and Consultant.

Related Documents.

AIA Contract Document F311-2024 is part of the Facility Management family of documents, which consists of the following documents:

F101™-2023, Master Maintenance Agreement

F201™-2023, Work Order for As-Needed Maintenance Work

F202™-2023, Work Order for Ongoing Maintenance Work

F102™-2023, Maintenance Agreement for As Needed Maintenance Work 

F103™-2023, Maintenance Agreement for Ongoing Maintenance Work 

F104™-2024, Purchase Order

F301™-2024, Standard Form of Agreement Between Client and Consultant

F311™-2024, Standard Form of Consultant’s Services: Facility Condition Assessment

F701™-2023, Amendment to a Maintenance Agreement or Work Order Contract

F702™-2023, Invoice for Maintenance Work

F703™-2023, Request for Certificate of Insurance

F704™-2023, Status Report for Maintenance Work

F705™-2024, Authorization to Proceed with Early Release Work

F706™-2024, Request for Information (RFI)

When to Use / Purpose.

F311 may be used by a property owner, property manager, or facility manager to hire a consultant to provide a Facility Condition Assessment of an existing facility or facilities.

Instructions. Completing F301-2024.

Cover Page

Facility. Identify the facility or facilities to which services will be provided under this Agreement. If services will be provided on one facility, insert the name, location, and detailed description (such as an address or legal description) for that facility. If services will be provided on multiple facilities, insert the name, location, and detailed description of each facility.

Parties. Parties to the Agreement should be identified using the full address and legal name under which the Agreement is to be executed, including a designation of the legal status of both parties (sole proprietorship, partnership, joint venture, unincorporated association, limited partnership or corporation [general, limited liability, closed or professional], etc.). Where appropriate, a copy of the resolution authorizing the individual to act on behalf of the firm or entity should be attached. Other information may be added, such as telephone numbers and electronic addresses.

The Agreement. Identify the Client/Consultant Agreement that the F311 is incorporated into.  

Article 1   Initial Information

§ 1.1.1 List the Client’s goals and objectives for the Facility Condition Assessment, such as due diligence in furtherance of purchasing or selling the Facility, pre-occupancy due diligence, planning for maintenance activities, or planning for future use.    

§ 1.1.2 Identify below any milestone dates that pertain to the Facility Condition Assessment Services, such as anticipated purchase or sale dates or expected occupancy dates.

§ 1.1.3 Identify all consultants that the Consultant will hire in furtherance of the Facility Condition Assessment Services.  

§ 1.1.4 Identify all consultants that the Client will hire in furtherance of the Facility Condition Assessment Services. 

§ 1.1.5 List other initial information that will affect the Consultant’s performance under this Agreement. 

Article 2   Facility Condition Assessment Services

§ 2.1 Designate the Consultant’s Facility Condition Assessment Services and the Client’s Facility Condition Assessment Services required for the Project by indicating whether the Consultant or Client shall be responsible for providing the identified Facility Condition Assessment Service.

§ 2.4 Insert the date by which the Consultant shall submit the completed Facility Condition Assessment Report to the Client.

Article 3   Additional Services

§ 3.2. Insert limits for in person meetings; presentations of any portion of the Facility Condition Assessment Services to third parties as requested by the Client; and preparation for, and attendance at, public hearings or meetings beyond which the Consultant will be compensated for as Additional Services.

Article 5   Compensation

§ 5.1 See the instructions to F301™-2024, Standard Form of Agreement Between Client and Consultant for method of compensation for the Consultant’s services.

§ 5.2 See the instructions to F301™-2024, Standard Form of Agreement Between Client and Consultant for method of compensation for the Consultant’s services.

Article 6  Special Terms and Conditions

Insert other terms and conditions or refer to attachment(s) that contain them.

Notes.

Use of Non-AIA Forms. If a combination of AIA contract documents and non-AIA contract documents is to be used, particular care must be taken to achieve consistency of language and intent among documents.

Reproductions. This document is a copyrighted work and may not be reproduced or excerpted from without the express written permission of ACD Operations, LLC. 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.

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.

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