CASE Contracts Committee
DATE: August 21, 2008
1) Document 6 will become a Commentary on all AIA Documents the Contracts
Committee Reviews. “CASE Commentary on AIA 2007 Series Documents”
2) Document 6A is deleted.
3) Document 7 is deleted.
4) Document 15 is deleted.
5) Review of documents that have been revised by changing the language in Risk
allocation, Limitation of Liability and Insurance to match the 2007 series of
documents. Documents revised = 1,2,3,5,8,10 and 16. All edits and track changes
to be removed and published. Show latest revision date of 8/21/2008 at bottom
right hand of all documents.
6) All 2007 & 2008 Documents will be marked 2008.
7) A commentary of C401 (Arch–Consultant) is to be provided that reflects its use
in conjunction with Integrated Project Delivery AIA documents A295 (Contract),
B195 (Owner & Arch) and A195 (Owner – Contractor). This is assigned to Roger,
Art and Ron. This commentary will become apart of “CASE Commentary on AIA
2007 Series Documents”. We will look to circulating a draft by November 2008
and finalizing by year end.
8) A commentary of C401 (Arch–Consultant) is to be provided that reflects of its
use in conjunction with AIA documents A201 (General Conditions), B101 (Owner
& Arch) is assigned to Brian and Andy. This commentary will also become apart
of “CASE Commentary on AIA 2007 Series Documents”. We will look to
circulating a draft by November 2008 and finalizing by year end
9) A Committee Member List was review and approved.
10) Art, Roger, Lance, Brain, and Gary were present for this meeting. Joe Goldreich
sat in on our committee meeting and added his insight to our discussions. Joe
was the CASE Chairman No. 5. We thank Joe for coming to our meeting and
welcome his next visit.
CASE – Minneapolis Meeting Notes
August 21, 2008
Page 2 of 3
11) A discussion of LEED and how do those requirements influence a Structural
Engineer of Record. . Topics such as: Green Roof and weight, materials and if
materials are recycled, delivery distance and if LEED projects require E & O
insurance changes were mentioned. Brian will be attending a LEED course in
the next few weeks and will provide us with information concerning this subject.
This is a topic for further discussion with AIA and others.
12) Future meetings on August 26th, 27th, 28th, 2009 in Nashville, February 4th, 5th,
6th, 2009 in Houston or Dallas (No final decision by EXCOM) were put on our
tentative schedule. A QA – QC Workshop will be at 1:00 PM – 5:00 PM on
Wednesday followed by a reception (5 to 6) and a roundtable (6 to 9PM)
13) AGC. 240 – Consensus Document – No Review is scheduled at this time. If
membership requests we would provide it.
14) A new exhibit for design build projects may be useful and be developed to attach
to our standard agreements in order to reduce liability based on limited
information and time provided.
15) Items that may be included in the CASE website were reviewed. The consensus
was that the web site would be open to all members and general public and the
following items would be posted on the site and the committee member that was
to prepare it are listed.
a) Gary - What is the CASE Contracts Committee & What do we do?
b) Gary - The history of the Committee in a short version
c) Roger - Document – General short description
i) If more information is then selected one would be taken to a download of
the Cover sheet for that particular document.
ii) From that download if a person wants to purchase then they are taken to
d) All committee members must write a short bio for the website.
e) Website would have a bulletin board to post documents that are ready for
publishing (semi-final) and solicit comments.
f) Lance – Agenda and minutes.
16) No action was required on the QA and QC – Tool Kit. EXCOM requested a joint
meeting with Tool Kit Committee. Agreed. Who & When needs to be determined.
17) Comments on the AIA C401 documents were as follows and were to be reviewed
by the subcommittee preparing the Commentary.
a) The lead architectural may hire another architect to be the real designer and
also a consultant. Who do you work for should be clear.
CASE – Minneapolis Meeting Notes
August 21, 2008
Page 3 of 3
b) Review this Agreement first then look at B104 and B105
c) Section 1.2 Clearly define this (your) portion of the Project
d) Section 1.3 Flow Down Provisions from Owner and Architect agreement
should be reviewed
e) Section 1.5 How do you communicate with another Consultant
f) Section 1.6 “Write Applicable”
g) Section 2.6 No affirmative duty to discover
h) Section 2.7 Schedule attached: What to you need for the next step in design?
i) Section 4.1 Who really coordinates
j) Section 4.2 Consultant “X” Site Provisions.
k) Section 6.2 Exclude “Estimate” from work but provides information to price.
l) Section 6.3 No Budget is provided for Re-Design
m) Section 13.2 Documents and license for reuse
n) No definition of when Date Statue of Limitation begins to run
a) Requested that we provide help to Program and Publication Committee.
Looking for volunteers.
b) Two Committee members to interface with Tool Kit at next meeting. Gary
c) EXCOM had a little different position on the web site and how it will work.
They will furnish a hard copy draft to committee chairmen in November for
our input. In the interim we need to provide our base information. .
19) End CCC.
Lance Atkins 8-21-2008
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