G701-2017 Change Order, G702-1992 Application and Certificate for Payment, G703-1992 Continuation Sheet, G704-2000 Certificate of Substantial Completion

AIA Document G701™-2017 is used for

for implementing changes in the work agreed to by the owner, contractor, and architect.

When to use G701

1. Any size project 2. Amends an owner/contractor agreement 3. Use when parties agree to the terms of the change

In the description of the change, what can be included

1. Attachments or Reference specific exhibits 2. Agreed upon adjustments attributable to executed Construction Change directives

What does the form allow

1. For signatures of the owner, architect and contractor, and 2. for a detailed description of the change

What do the parties agree on in the AIA Document G704-2000?

1. Time allowed for completion or correction of the items 2. Date when owner will occupy the work or designated portion thereof 3. description of responsibilities for maintenance, heat, utilities and insurance.

Execution of a completed G701 indicates agreement upon all terms of the change, including:

1. any changes in the contract sum (or guaranteed maximum price) and, 2. contract time.

The failure to include any items on the attached list of incomplete/incorrect items does not

Alter the responsibility of the contractor to complete all Work in accordance with the Contract Dcos.

Construction change directives

Amounts not in dispute that have been included in Construction Change Directives should be incorporated into one or more Change Orders. Amounts remaining in dispute should be dealt with according to Section 7.3 in A201.

When to use the AIA Document G704-2000

Any size project Parties agree that the project is substantially complete

The G704 provides space for the signature and date of issuance of who stating that the work performed under this contract has been reviewed and found to his/her best knowledfe, info, belief to be substantially complete?

Architect

G704 form provides space to specify the amount of days from the date of substantial completion that the contractor will need in order to

Complete or correct the Work on the list of items attached to G704

you may select the type of retainage which can be either

Fixed or variable

Total Completed and Stored to Date comes from

G703 Column G (should be imported) (Work from previous app + work completed from this period + materials presently stored)

If the architect finds that the work is substantially complete, what form is prepared for acceptance by the contractor and the owner? And ehat is attached to it?

G704-2000 Certificate of Substantial Completion the list of items to be completed or corrected is attached

Balance to finish including retainage is

Line 3 minus line 6 Contract sum to date - total earned less retainage

Current payment due is

Line 6 minus line 7 Total earned less retainage - less previous certificates of payment

What is included in the Materials presently stored

Materials newly stored Materials previously stored not yet incorporated

A cost estimate of what should be provided in the substantial completion G704 form?

Of the Work that is incomplete or defective $

Contract Sum to date is simply Line 1 +/- Line 2, which is

Original contract sume +/- net change by change orders

G704 provides space for WHO to accept the Work or designated portion of as substantially complete and will assume full possesion at the specified time and date (type time and date)

Owner

G704 provides space for WHO to describe their responsibilities for security, maintenance, heat, utilities, damage to the Work and insurance

Owner and Contractor

G704 provides space to describe what is included in the project or portion of the project designated for what

Partial occupancy or use

At the top of a G701 change order , what essential info is found?

Project name and address Owner, architect, and contractor's name and address Contract info: (contract for who and type(prairie high school renovation), contract date) Change order info: change order #, current date

AIA Document G704™-2000 is a standard form for

Recording the date of substantial completion of the work or a designated portion thereof

Change orders tipically don't change the

Schedule of values

When is the date of commencement of warranties for items in the attached list

The date of issuance of the final certificate of payment or the date of final payment, unless otherwise agreed to in writing

What is the date of commencement of applicable warranties required by the CDs

The date of substantial completion, except as stated in G704

Cost and time info to be provided in G701

The original contract sum/gmp: 100,000 The net change by previously authorized change orders: 50,000 The contract sum/gmp prior to this change order: 150,000 The contract sum/gmp will be increased/decreased/unchanged (pick one of those words) by this change order in the amount of: -25,000 The new contract sum/gmp including this change order will be: 125,000 The contract time will be increased/decreased/unchanged by: (5) days The new dat of substantial completion will be: xx/xx/xx

Who should determine and review the insurance requirements and coverage according the G704

The owner's and contractor's legal and insurance counsel

Substantial completion is

The stage in the progress of the Work when the Work or sedignated portion is sufficiently complete in accordance with the Contract Documents so that the Owner can occupy or utilize thr Work for its intended use.

In the value of work completed at the time of application, include

The value of materials incorporated in the projecg that were listed on the previous application under materials presently stored (column F)

Line 6: Total Earned Less Retainage is

Total completed and stored to date - retainage Line 4 minus Line 5.

At substantial completion, what does the architect do to the contractor's list of items to be completed or corrected?

Verifies and amends this list

How to arrive ag the Net change by Change orders in line 2 in the G702 Application for Payment?

You may list each Change Order on G703 (Continuation Sheet) as a line item of work, then fill out the G702 (Application and Certificate for Payment) "Change Order Summary" section at the bottom of the page. This will give you a Net Change by Change Orders

Additional note about tax:

You may list tax as part of each line item on G703 or as a separate line item. Either way, the total gets included in the "Total Completed and Stored to Date" (G703 Column G) and then transferred to G702 Line 4. So it is broken down separately in G703 but not in G702.

Mere payment by the Owner for stored materials does not result in?

a deduction from column F. Only as materials are incorporated into the Project is their value deducted from this column and incorporated into column E

Usually, change orders are listed separately where?

either on their own G703 form as a line aigem of work or at the end of the basic schedule. The bottom of G702 can also be filled out.

The amount of the original contract adjusted by Change Orders is to be entered where?

in the appropriate location on the G702 form.

Net Change by Change Orders comes from

the Change Order Summary box below. (See note in G703.)

In G702, the original contract sum comes from

the Project Data. *Exception: If you are doing a Subcontractor variation you will have to enter this manually.