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CASE Contracts - Usage Guide

This document provides an overview and descriptions of 13 standard contracts and agreements for structural engineering services. The contracts cover a range of situations including when a structural engineer is retained directly by a client, retains additional consultants, or provides other specialized services like peer reviews, forensic investigations, or transferring digital files. Commentaries on common industry contracts like the AIA documents are also included.

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Jhon Smit Gonzales Uscata
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274 views1 page

CASE Contracts - Usage Guide

This document provides an overview and descriptions of 13 standard contracts and agreements for structural engineering services. The contracts cover a range of situations including when a structural engineer is retained directly by a client, retains additional consultants, or provides other specialized services like peer reviews, forensic investigations, or transferring digital files. Commentaries on common industry contracts like the AIA documents are also included.

Uploaded by

Jhon Smit Gonzales Uscata
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CASE Contracts - Usage Guide

Structural Engineer is Retained Structural Engineer is Retaining Other Situations


Additional Entity
 CASE Agreement #1 – An Agreement for the Provision of Limited Professional  CASE Agreement #9 – An Agreement Between Structural Engineer  CASE Agreement #12 – An Agreement Between Structural
Services. This agreement is intended for use for small projects or investigations of of Record and Design Professional for Services. This agreement is Engineer of Record (SER) And Contractor for Transfer of
limited scope and time duration. intended for use when the Structural Engineer of Record, when Digital Data (Computer Aided Drafting (CAD) or Building
 CASE Agreement #2 – An Agreement Between Client and Structural Engineer of serving in the role of Prime Design Professional or as a Consultant Information Model (BIM)) Files. This agreement is intended
Record for Professional Services. This agreement is intended for use when the retains the services of a sub-consultant or architect. for use when transferring CAD or BIM files to others.
client, e.g. owner, contractor developer, etc., wishes to retain the Structural  CASE Agreement #10 – An Agreement Between Structural  CASE Commentary #A– Agreement for Use with and
Engineer of Record directly. This agreement may also be used with a client who is Engineer of Record and Geotechnical Engineer of Record. This Commentary on AIA Document C401 "Standard Form of
an architect when the architect-owner agreement is not an AIA agreement. agreement is intended for use when the Structural Engineer of Agreement Between Architect and Consultant," 2017 Edition.
 CASE Agreement #3 – An Agreement between Owner and Structural Engineer as Record retains geotechnical engineering services. It can also be This document is intended for use as a letter-form of
Prime Design Professional. This agreement is intended for use when the Structural altered for use as an agreement between an Owner and the agreement which adopts the AIA C401 by reference. This
Engineer serves as the Prime Design Professional. Geotechnical Engineer of Record. Agreement is intended for use when the owner-architect
 CASE Agreement #4 – An Agreement between Client and Structural Engineer for  CASE Agreement #11 – An Agreement Between Structural agreement is an AIA B-series. A scope of services is included.
Special Inspection Services. This agreement is intended for use when the Structural Engineer of Record and Testing Laboratory. This document is The purpose of the commentary is to point out provisions
Engineer is hired directly by the Owner to provide Special Inspection services. intended for use when the structural engineer retains testing that merit special attention.
 CASE Agreement #5 – An Agreement Between Client and Specialty Structural services.  CASE Commentary #B – Commentary on AIA Document A295
Engineer for Professional Services. This agreement is intended for use when the – 2008 “General Conditions of the Contract for Integrated
structural engineer is hired directly by a contractor or sub-contractor for work to be Project Delivery”, 2008 Edition. This document provides
included in a project where you are not the Structural Engineer of Record. commentary on AIA Document A295 Integrated Project
 CASE Agreement #6 – An Agreement Between Client and Structural Engineer for a Delivery.
Structural Condition Assessment. This agreement is intended for use when  CASE Commentary #C – Commentary on AIA Document A201
providing a structural condition assessment. "General Conditions of the Contract for Construction," 2017
 CASE Agreement #7 – An Agreement for Structural Peer Review Services. This Edition. This document provides Commentary on AIA
agreement is intended for use when performing a peer review for an Owner or document A201-2017 sections which merit special attention.
another entity and includes responsibilities and limitations.
 CASE Agreement #8 – An Agreement Between Client and Structural Engineer for
Forensic Engineering (Expert) Services. This agreement is intended for use when the
engineer is engaged as a forensic expert, primarily when the Structural Engineer is
engaged as an expert in the resolution of construction disputes. It can be adapted
to other circumstances where the Structural Engineer is a qualified expert.

Created: 2/2017; Updated: 8/2019

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