Architects Services and Scope of Work

Extract from the South African Institute of Architects CLIENT-ARCHITECT AGREEMENT 2008:


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
budgetary constraints
the need for consultants
project programme
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
Contract administration
.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)


Annexure A6.1 Additional Services

A6.1.1 Special design services
.1 The preparation of special designs within or in relation to the facilities which are contemplated in this service, which may include:
.2 Rational design by other consultants – participate in the preparation rational designs
.3 Town planning and / or urban design including participation in the application for the establishment and / or amendment of regional and local town planning and urban design schemes and the amendment of title conditions negotiations with interest groups and authorities
.4 Master planning – defining and planning the layout of future development of buildings and / or services on the same site
.5 Landscape design – participation in landscape planning and construction
.6 Interior design – the design of interiors and the selection of furnishings and fixtures and special finishes
.7 Liaison with special designers and specialist consultants
.8 Purpose-made items – the design and documentation of purpose made items
.9 Promotional material and art work – participation in the preparation of promotional material
.10 Plant operation and production layouts – participation in the definition of plant operation layouts
A6.1.2 Special management services
.1 Elaboration of architect’s services including inter alia: the preparation of broad project parameters, project scope statements, project milestones, budget and cash flow forecasts, tender enquiry documentation, contractor and supplier selection, adjudication and tender awards, progress status monitoring, variations management, quality management, communication management, paying processing and final account close outs
.2 Cost and valuation services – participation in the administration of costs and payments where a quantity surveyor has not been appointed
.3 Special inspections – more intensive inspections and assessments of the works than the norm to assess compliance with specifications
A6.1.3 Special studies
.1 Preparation of the client’s brief – assist the client in the preparation of his requirements with regard to the purpose, scope, use of and operation of the project
.2 Site selection – research the suitability and location of a site for a proposed project
.3 Feasibility studies – participation in technical and / or economic feasibility studies
.4 Environmental studies – participation in environmental studies
.5 Energy studies – participation in energy studies
.6 Market surveys – participation in market surveys
.7 Traffic studies – participation in traffic flow studies
A6.1.4 Work on existing premises
.1 Surveys and inspections – inspect, survey, measure and prepare documentation of existing premises, with specialists as needed
.2 Restorations and renovations – special services in connection with work on heritage buildings
A6.1.5 Other services
.1 Participation in litigation and dispute resolution (where a concurrent service is rendered)
.2 Mutually agreed additional services