The following is an extract from the CLIENT-ARCHITECT AGREEMENT 2008 which is published and recommended by the South African Institute for Architecture. It describes the scope of work and responsibilities of the architect as well as the different phases which an architectural appointment is broken up into.
1.0 ARCHITECT’S SERVICES
The standard architect’s scope of service and the architect’s functions in performing this service for each work stage are set out in 1.1 below. The architect’s partial services are summarised in clause 1.2; the scope of service for partial services and the functions of the architect for each work stage are set out in annexures 1 to 5 to this agreement. A selection of additional services which may be agreed to are set out in 1.3 the scope of service and the functions of the architect for these services are set out in annexure 6. The selected services are recorded in the articles of agreement (clause 6.3).
1.1 Standard Service: Architect, Principal Consultant and Principal Agent Full service
1.1.1 Stage 1 : Inception
.1 Receive, appraise and report on the client’s requirements with regard to:
the client’s brief
the site and rights and constraints
the need for consultants
methods of contracting
1.1.2 Stage 2 : Concept and viability
.1 Prepare an initial design and advise on:
the intended space provisions and planning relationships
proposed materials and intended building services
the technical and functional characteristics of the design
.2 Check for conformity of the concept with the rights to the use of the land
.3 Review the anticipated costs of the project
.4 Review the project programme
1.1.3 Stage 3 : Design development
.1 Confirm the scope and complexity
.2 Review the design and consult with local and statutory authorities
.3 Develop the design, construction system, materials and components
.4 Incorporate all services and the work of consultants
.5 Review the design, costing and programme with the consultants
1.1.4 Stage 4 : Documentation and procurement
.1 Prepare documentation sufficient for local authority submission:
co-ordinate technical documentation with the consultants and complete primary co-ordination
prepare specifications for the works
review the costing and programme with the consultants
obtain the client’s authority and submit documents for approval
.2 Complete construction documentation and proceed to call for tenders:
obtain the client’s authority to prepare documents to procure offers for the execution of the works
obtain offers for the execution of the works
evaluate offers and recommend on the award of the building contract
prepare the contract documentation (and arrange the signing of the building contract)
1.1.5 Stage 5 : Construction
.1 hand over the site to the contractor
.2 issue construction documentation
.3 initiate and/or check sub-contract design and documentation as appropriate
.4 inspect the works for conformity to the contract documentation
.5 administer and perform the duties and obligations assigned to the principal agent in the JBCC building agreements, or fulfil the obligations provided for in other forms of contract
.6 issue the certificate of practical completion
.7 assist the client to obtain the occupation certificate
1.1.6 Stage 6 : Close out
.1 Fulfil and complete the project close-out including the preparation of the necessary documentation to facilitate the effective completion, handover and operation of the project
.2 After the contractor’s obligations with respect to the building contract are fulfilled, the architect shall issue the certificate related to contract completion
.3 Provide the client with as-built drawings and relevant technical and contractual undertakings by the contractor and sub-contractors
1.2 Architect’s Partial Services – Summary
1.2.1 Partial service 1
Partial service: architect and principal consultant.
The architect provides a full service in stages 1,2,3 and 4.1 and a partial service in stages 4.2, 5 and 6. A separateprincipal agent is appointed
1.2.2 Partial service 2
Partial service: design architect and design consultant.
The architect provides a full service in stages 1 and 2 and a partial service in stage 3. No service is provided in stages 4, 5 and 6.
A separate principal agent is appointed
1.2.3 Partial service 3
Partial service: architect of record and consultant.
The architect provides no service in stages 1 and 2
Services commence in stage 3. A separate principal agent is appointed
1.2.4 Partial service 4
Partial service: architect as principal agent
The architect provides principal agent’s services in stages 4.2 and 5
1.2.5 Partial service 5
Partial service: architect and principal consultant
The architect provides services up to local authority submission only (stage 4.1)
1.3 Architect’s Supplementary Services – Summary
1.3.1 Special Studies and Designs
.1 Preparation of the client’s brief and/or drawing up thereof.
.2 Site selection, survey and location
.4 Energy consumption
.5 Economic feasibility
.6 Market surveys
.8 Townplanning, urban design
.9 Master site planning of future buildings related to the current works
.11 Promotional material
.12 Art work and graphics
.13 Purpose-made items
.14 Interior design including the selection, documentation and procurement of furniture and furnishings and special finishes or fixtures
.15 Plant procurement, operational and production layouts
1.3.2 Existing Premises
.1 Surveys and inspections
.2 Measuring up and preparation of documentation
1.3.3 Special Administrative Services
.1 Rezoning or change of use or amendments of town-planning schemes.
.2 Checking of cost-plus or managed contracts where a quantity surveyor has not been appointed.
.3 Extended and detailed inspection of the works if required by the client.
.4 Sectional title preparation of documentation or other work additional to the requirements of the Sectional Titles Act, 1986 (Act No. 95 of 1986), for which duties fees are not prescribed in the said act.
.5 Quality control and Assurance.
.6 Services concerning work arising from the insolvency or liquidation of a party related to the building contract.
.7 Services concerning disputes and litigation associated with the project.
.8 Additional services not contemplated in standard services, the need for which is not attributable to the architect.
1.3.4 Supplementary or Revised Documentation
.1 The provision of supplementary or revised documentation due to the exigencies of the project or revised requirements of the client arising after the firm has received the client’s instructions to commence his work: Provided that any other additional fees do not cover such documentation.
1.3.5 Other Services
.1 Maintenance and operating manuals.
.2 Special project management services.
.3 Mutually agreed additional services.