Document C191 – 2009 Exhibit D

TM

Target Criteria Amendment, Exhibit DD: Integrated Scope of Services

This Exhibit is incorporated into the accompanying Agreement dated the day of in the year
(In words, indicate day, month and year)
for the following PROJECT: (Name and location or address)
(Complete the matrix by entering information in the spaces below. Adapt the matrix to the needs of the Project by augmenting, deleting or modifying the listed Task
Descriptions as necessary. Enter explanatory notes by number only and place the numbered notes on the last page of the matrix where indicated.)

LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
§ 1.0 CONCEPTUALIZATION PHASE
§ 1.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team evaluation of Owner Criteria
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Management Team
.8 Determine required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3
§ 1.2 Data Gathering Services
.1 Prepare Draft Data Gathering Report
.2 Review and comment upon Draft Data Gathering Report
.3 Prepare Final Data Gathering Report

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
1
[email protected]. 110109
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.4 Provide legal limitations affecting, and a legal description of the
Project site
.5 Provide site surveying
.6 Provide required environmental studies and reports
.7 Provide geotechnical studies and reports
.8 Provide existing on-site utilities survey
.9 Provide existing off-site utilities survey
.10 Provide existing facilities survey
.11 Identify reviewing agencies/groups
.12 Identify applicable regulations
.13 Provide required marketing studies
.14 Provide required economic feasibility studies
.15 Provide required Project financing studies
.16 Identify and assign responsibility for additional data gathering
services, if any: (Describe)
.1
.2
.3
§ 1.3 Conceptualization, Programming and Planning Services
.1 Identify goals regarding the function and performance of the Project,
schedule and budget
.2 Establish critical financial milestones
.3 Determine the method of Project procurement
.4 Identify Project Participants
.5 Provide parameters of Owner construction policies and programs
regarding insurance, safety and risk mitigation
.6 Establish internal processes and organization for user input, reviews,
approvals and decision making
.7 Provide Project Management Team with information about legislative
or jurisdictional requirements affecting the Project
.8 After acceptance by Owner of the Data Gathering Report, if any, and
based on the mutually agreed-upon schedule and Target Cost, provide
the programming and planning services designated below. The
purpose of providing such services is to establish and document
requirements of the Project, including, but not limited to design
objectives, site planning and design concepts, facility planning and
design concepts, approximate gross facility areas and space
requirements, space adjacencies, flexibility and expandability
requirements, and identification of special equipment and systems.

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
2
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.9 Review planning and programming requirements with Owner,
identify and evaluate alternate concepts, and make recommendations
to Owner as to which concepts best meet the Owner’s requirements
for the Project
.10 Provide and deliver to Owner a written draft Program Document
documenting all programming and planning requirements, identified
alternate concepts, and recommended concepts with reasons therefore
.11 Revise planning and programming requirements in response to
Owner comments and, based upon Owner’s selected alternative,
provide to Owner such number of copies as required by Owner of the
final Program Document incorporating all such revisions as Owner
shall request agreed to by the Parties
.12 Prepare space adjacencies/flow diagrams, as appropriate
.13 Provide site analysis and selection and studies, as appropriate
.14 Provide site development planning studies, as appropriate
.15 Provide detailed site utilization studies, as appropriate
.16 Identify and assign responsibility for other programming and
planning services, if any: (Describe)
.1
.2
.3
.17 Validate the opportunities and options of the business proposition to
the physical outcome of the Project
.18 Confirm space program meets code requirements and applicable
standards and is aligned with overall Project Criteria
.19 Visualize Project’s massing and adjacency concerns on its site
.20 Identify sustainable design outcomes that have a cost impact to the
Project
.21 Develop an initial design schedule
.22 Provide feedback on building systems relative to achieving identified
goals
.23 Identify unique Project and system requirements that will affect
Project outcomes
.24 Provide cost information and confirm its comprehensiveness and
integration into the Model
.25 Evaluate and verify overall constructability of the design
.26 Develop an initial procurement and construction schedule, including
integration into the Model
.27 Provide initial cost data for each trade’s scope of the Work

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
3
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.28 Develop cost options of each trade’s scope of the Work
.29 Evaluate and verify constructability of the design for each trade’s
scope of the Work
.30 Develop an initial construction schedule for each trade’s scope of the
Work
.31 Provide specific cost data from suppliers
.32 Identify long-lead items
.33 Provide product data sheets
.34 Develop life cycle and energy efficiency data
.35 Obtain input from agencies regarding constraints, code requirements,
and testing and inspection requirements
.36 Validate permit and approval application/review schedules
.37 Determine temporary facility requirements
.38 Identify and assign responsibility for other Conceptualization Phase
services, if any: (Describe)
.1
.2
.3
§ 2.0 CRITERIA DESIGN PHASE
§ 2.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Lead finalization of Project Criteria
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Management Team members
.8 Determine required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
4
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3
§ 2.2 Criteria Design Services
.1 Establish Project Goals
.2 Establish decision criteria to evaluate proposals with respect to
current and future operations
.3 Make decisions from available options
.4 Facilitate site specific/user input and coordinate it with the Project
Management Team
.5 Facilitate user group reviews and feedback to the Project
Management Team regarding revisions
.6 Provide overall facilitation, coordination, organization and direction
of the Project Management Team
.7 Coordinate selection of Project Participants
.8 Coordinate assignment of responsibilities, actions and completion
requirements
.9 Coordinate and track Project Participants’ performance
.10 Coordinate overall Project schedule
.11 Integrate design input from all Project Participants
.12 Confirm user experience of building as it relates to Project Criteria
.13 Determine form, adjacencies and spatial relationships of the Project
.14 Coordinate selection of major building systems and performance
requirements
.15 Determine regulatory requirements for the building (i.e.: fire/life
safety plan)
.16 Determine sustainability targets and proposed systems
.17 Provide outline or performance specifications
.18 Refine design schedule
.19 Prepare Draft Project Criteria documents describing the detailed
Project Criteria for the Project
.20 Prepare Final Project Criteria documents: The party preparing such
documents shall revise the draft Project Criteria documents in
response to the Owner’s comments.
.21 Select major building systems; set performance requirements
.22 Locate major pieces of equipment and routing in the Project

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
5
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.23 Identify unique conditions that need to be addressed in the next phase
as the systems are being detailed
.24 Provide continuous cost feedback using information extracted from
the model
.25 Refine construction schedule
.26 Identify constructability issues
.27 Initiate discussion of tolerances and prefabrication opportunities
.28 Provide input for tolerances/prefabrication opportunities
.29 Validate Target Cost for applicable scope of work
.30 Validate schedule for applicable scope of work
.31 Assess compatibility with the design and work of other trades
.32 Validate Target Cost for specific items
.33 Validate lead times for long-lead items
.34 Provide input for tolerances, prefabrication opportunities
.35 Confirm permit application requirements and schedule
.36 Validate fire/life safety plan
.37 Commence performance-based code analysis using BIM
.38 Identify and assign responsibility for other Criteria Design Phase
services, if any: (Describe)
.1
.2
.3
§ 3.0 DETAILED DESIGN PHASE
§ 3.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Participants
.8 Determinate required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
6
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3
§ 3.2 Detailed Design Services
.1 Provide decisions and guidance to all alternative options
.2 Approve the design prior to the Implementation Documentation
phase, allowing the Project Participants to proceed with confidence
.3 Arbitrate changes to the design and overall acceptability as it relates
to performance
.4 Coordinate alternative options for presentation to Owner
.5 Coordinate and track Project Participants’ performance
.6 Confirm Project Participants’ compliance with Project Requirements
.7 Lead performance checking of building systems from the Project
Participants
.8 Coordinate and integrate input from Project Participants and assure
compliance with Project requirements
.9 Detail concept ideas into constructible form
.10 Determine code compliance
.11 Complete design of building systems
.12 Verify system performance
.13 Provide continuous cost feedback using information extracted from
the Model; all item quantities to be based on quantity survey or lump
sums provided by Subcontractors and suppliers
.14 Verify that cost is all-inclusive and accurate
.15 Verify prefabrication decisions
.16 Verify construction schedule
.17 Finalize coordination of building systems, including MEP
.18 Verify tolerances
.19 Provide Subcontractor input for coordination and conflict resolution
.20 Provide detail-level Models for applicable scope of Work, adjust
Models to coordinate with other systems
.21 Verify cost of Subcontractors’ scopes of Work
.22 Verify schedule for Subcontractors’ scopes of Work

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
7
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.23 Provide supplier input for coordination and conflict resolution
.24 Provide Models of specific items
.25 Verify cost for specific items
.26 Verify schedule for long-lead items
.27 Verify tolerances for specific items
.28 Expand performance-based code analysis using BIM
.29 Identify and assign responsibility for other Detailed Design Phase
services, if any: (Describe)
.1
.2
.3
§ 4.0 IMPLEMENTATION DOCUMENTS PHASE
§ 4.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Participants
.8 Determine required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
8
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
§ 4.2 Implementation Documents Services
.1 Verify Project performance targets and business case
.2 Provide final approval of Project scope and metrics
.3 Coordinate financial requirements that are necessary to begin
construction
.4 Facilitate final user reviews and approvals
.5 Initiate transition planning to utilize completed Project
.6 Establish user appeals process
.7 Finalize specifications for major equipment
.8 Define Owner requirements for construction safety programs and
controls regarding interim life safety, noise, vibration, infection
control
.9 Coordinate complete information for legal requirements of Project as
it relates to the owner’s procurement method
.10 Coordinate Project Participants input and facilitating buy-in for
overall Project schedule and Target Cost
.11 Finalize the Model for architecturally related design intent for
construction
.12 Provide descriptive information for fabrication and construction of
architecturally related scope
.13 Finalize specifications
.14 Finalize the Model for related design intent for construction
.15 Provide descriptive information for fabrication and construction of
consultants’ related scope
.16 Finalize specifications for consultants’ related scope
.17 Finalize construction schedule through 4D modeling
.18 Finalize construction cost through 5D modeling
.19 Complete information required for procurement, assembly, layout,
detailed schedule, and procedural information (testing,
commissioning)
.20 Confirm that all necessary Work is accounted for.
.21 Finalize cost and schedule for applicable scope of Work
.22 Confirm the Model and specifications include sufficient and
unambiguous information for completion of applicable scope of work
.23 Augment the Model in lieu of preparing separate shop drawings, or
create a synchronized Model for fabrication or installation purposes,
for each Subcontractor’s part of the Work
.24 Develop implementation information for applicable scope to shop
drawing level

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
9
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.25 Finalize cost and schedule for their specific items
.26 Augment the Model in lieu of preparing separate shop drawings, or
create a synchronized Model for fabrication or installation purposes,
for each Supplier’s part of the Work
.27 Develop implementation information for suppliers’ scope to shop
drawing level
.28 Verify completeness of permit submittals
.29 Identify and assign responsibility for other Implementation
Documents Phase services, if any: (Describe)
.1
.2
.3
§ 5.0 AGENCY REVIEW PHASE
§ 5.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Participants
.8 Determine required data
.9 Provide schedule development and monitoring
.10 Provide required submissions and presentations
.11 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.12 Provide required legal, insurance and accounting services
.13 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
10
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
§ 5.2 Agency Review Services
.1 Serve as final arbiter and lead strategy regarding negotiations with
jurisdiction providing permits
.2 Facilitate Project Participants’ response to modifications required by
jurisdiction
.3 Obtain permits and approvals
.4 Coordinate and manage the Agency Review process
.5 Interface with agency representative to confirm code compliance of
design is understood
.6 Confirm code compliance is demonstrated in a mutually agreed
interoperable format
.7 Provide scope-specific input to the Model to confirm code
compliance is demonstrated in a mutually agreed interoperable format
.8 Coordinate applications for construction-related permits (cranes,
street closure, etc.)
.9 Provide schedule for application submittals and review completion
.10 Review and approve design and construction plan
.11 Finalize performance-based code analysis using BIM
.12 Identify and assign responsibility for other Agency Review Phase
services, if any: (Describe)
.1
.2
.3
§ 6.0 BUYOUT PHASE
§ 6.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Participants
.8 Determine required data
.9 Agency consultation/review/approval

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
11
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other project administration
services: (Describe)
.1
.2
.3
§ 6.2 Buyout Services
.1 Serve as final arbiter of requirements for pre-qualification
requirements
.2 Participate in pre bid conferences and provide organizations
requirements affecting bidders
.3 Respond to questions from remaining trades bidding on the Project
.4 Respond to pre-fabrication studies to determine consistency with the
design intent
.5 Confirm that commitments are in place for all Work needed to
complete the Project
.6 Determine negotiating strategy(strategies) to be used, based on the
level of participation of the provider in the Model
.7 Determine which Work packages can be bid based on quantities
extracted from the Model
.8 Provide overall coordination and management of the buyout process
.9 Identify and assign responsibility for other Buyout Phase services, if
any: (Describe)
.1
.2
.3
§ 7.0 CONSTRUCTION PHASE
§ 7.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
12
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Participants
.8 Determine required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Management Team
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3
§ 7.2 Construction Administration and Construction Services
.1 Monitor organization need for change based on revisions to the
business case
.2 Manage Owner’s contractual obligations
.3 Manage Owner’s internal review and decision process
.4 Manage Owner’s transition process to occupy and startup of the
completed Project
.5 Organize equipment procurement and staging
.6 Provide overall responsibility for construction contract administration
from a design perspective
.7 Respond to Requests for Information and process submittals as
required to support trades not part of the initial design activities
.8 Coordinate Requests for Information and submittal responses from all
design consultants
.9 Provide required shop drawings, product data, samples and other
submittals
.10 Review and take appropriate action with respect to required shop
drawings, product data, samples and other submittals
.11 Evaluate progress and completion of the Work
.12 Provide updates to the Model as required responding to field
conditions and consultant needs

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
13
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.13 Coordinate any changes due to field conditions not foreseen in the
Model
.14 Issue design change documents as required to respond to latent
conditions and or owner-directed changes
.15 Review change requests to confirm entitlement
.16 Work with Contractor to confirm that construction is proceeding in
conformance with design intent
.17 Prepare applications for payment with respect to the Work
.18 Review and approve or take other appropriate action with respect to
applications for payment with respect to the Work
.19 Issue certificates for payment, as appropriate
.20 Issue substantial and final completion documents
.21 Supervise and direct all construction Work
.22 Coordinate Subcontractors, suppliers, and self-performed work to
confirm completion of the Project according to the Target Cost,
schedule and quality Project Goals defined in the Target Cost
Amendment
.23 Maintain safety of all personnel on the Project site
.24 Maintain good relations with neighbors
.25 Coordinate with regulatory agencies for required inspections
.26 Coordinate required testing
.27 Coordinate activities of Subcontractors with the overall Project to
provide efficient flow of work
.28 Coordinate fabrication and delivery of
materials/assemblies/equipment to provide efficient flow of work
.29 Review and issue reports with respect to the progress of the Work
.30 Prepare punch lists of incomplete items of Work
.31 Assemble and deliver to Owner required final completion documents
.32 Identify and assign other Construction Phase services, if any:
(Describe)
.1
.2
.3
§ 8.0 CLOSEOUT PHASE
§ 8.1 Project Administration Services
.1 Provide overall facilitation, coordination, organization and direction
of Project Management Team members and advisors

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
14
[email protected].
LEGEND Parties Non-Parties

P Perform the indicated task

C Party responsible for coordinating and integrating completeness

Task Not Required

of task assigned to a Non-Party
A Non-Party responsible for providing assistance in performing the

Contractor
task to the extent of the Non-Party’s knowledge, skill and

Architect
experience

Owner
Notes
Task Description (Enter #)
.2 Confirm Project Management Team compliance with Project
Requirements
.3 Monitor completeness of Project information
.4 Determine standards for BIM and digital coordination
.5 Coordinate, integrate and synchronize all Models and other digital
information
.6 Provide discipline coordination
.7 Coordinate information and data provided to and developed by
Project Management Team members
.8 Determine required data
.9 Agency consultation/review/approval
.10 Provide schedule development and monitoring
.11 Provide required submissions and presentations
.12 Provide tests, inspections and reports required by law or as otherwise
agreed to by the Project Participants
.13 Provide required legal, insurance and accounting services
.14 Identify and assign responsibility for other Project Administration
services: (Describe)
.1
.2
.3
§ 8.2 Closeout Services
.1 Train operation and maintenance personnel
.2 Complete jurisdictional requirements for occupancy and Project
completion
.3 Finalize monitoring of Project with respect to Project Goals and
metrics related to performance
.4 Work with Owner on user needs to use the Model for life cycle
benefit
.5 Document and or analyze any post occupancy evaluation feedback
.6 Finalize the Model to correspond with built conditions
.7 Provide Operation and Maintenance (O&M) information for
applicable scope of work
.8 Identify and assign responsibility for other Closeout Phase services, if
any: (Describe)

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
15
[email protected].
Notes:
(List by number shown on matrix.)

AIA Document C191™ – 2009. Copyright © 2009 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties.
Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
Purchasers are permitted to reproduce ten (10) copies of this document when completed. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel,
16
[email protected].