Vol. II Templates AIA-FORMS Available now
The AIA forms your construction lender actually reviews.
A reference set of the AIA contract documents most common in CRE construction – G702/G703 (pay applications), A101 (owner-contractor agreement), A201 (general conditions) – annotated for the clauses that matter at funding. Reference document, not licensed AIA forms.
Definition
What it is
6 documents
A101, A201, A312 (bond), G702/G703 (pay app), G706/G706A (final payment).
DOCX + XLSX
Annotated reference guide (DOCX) + clause-tracker workbook (XLSX). Not AIA-licensed forms.
$37
$47 retail. 14-day refund.
Audience
Who this is for
First-time construction sponsors
Read the AIA forms before counsel marks them up. Know what lender's counsel will require modified vs. what the practitioner accepts as-is.
Repeat construction sponsors
Standardize the construction-contract review across projects. Know which provisions are worth negotiating vs. which are market-standard.
Construction lenders
Reference for the modifications credit will require. Reduces back-and-forth on the standard form.
Construction counsel
Practitioner commentary on commercial intent. Complements deal-specific legal review.
Inclusion
What's in the file
- A101 owner-contractor agreement annotations
- A201 general conditions clause-by-clause
- A312 performance & payment bond reference
- G702/G703 pay application format + audit standards
- G706/G706A final-payment certifications
- Standard lender modifications to A101 and A201
- Cross-reference: GMP vs. cost-plus provisions
Reference
FAQ
Does this replace AIA's licensed forms?
No. AIA forms are copyrighted documents available via AIA Contract Documents. The brief is reference commentary on what the standard form says – it does not include the form itself.
What about ConsensusDocs?
The brief focuses on AIA forms (still the dominant standard in CRE construction). ConsensusDocs is referenced where its treatment of a clause materially diverges from AIA.
Refund policy?
14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly. Email support@valoreregistry.com.
Pricing
Pricing
Retail at release $47
Founders' price (first 14 days) $37
PDF reference, ~40 pages, annotated. Free point-update releases for 12 months. Informational only – not legal advice. Use of AIA forms requires a separate AIA Contract Documents license.
Implementation
How to use AIA Form Pack
Six steps from contract kickoff to lender-ready monthly draw memo. Plus practitioner tips on physical-vs-financial % complete reconciliation, contingency burn signals, and where lien-waiver gaps create draw-blockers.
A. Six steps
- 1
Download the AIA Forms pack
You receive a DOCX reference guide (clause-by-clause walkthrough of G702 / G703 conventions) plus an XLSX tracker shaped to mirror G702 Application & Certificate for Payment + G703 Schedule of Values. Save into the construction-loan deal folder. Suggested naming:
AIA_<Deal>_<YYYY-MM>.xlsx. - 2
Set up the G703 Schedule of Values from the GC contract
G703 line items must match the GC contract's schedule of values exactly. Copy from the contract; do not re-categorize. Each line: Item No. · Description of Work · Scheduled Value · Work Completed (From Previous) · Work Completed (This Period) · Materials Stored · Total Completed & Stored to Date · % · Balance to Finish · Retainage. Lock the Scheduled Value column once set; changes require change-order paperwork.
- 3
Process draws against the G702 cover page
Each monthly draw: GC submits G702 + updated G703 + lien waivers + (sometimes) backup. The G702 ties to the running G703 totals automatically in the tracker. Verify: Contract Sum to Date · Total Completed & Stored to Date · Retainage · Total Earned Less Retainage · Less Previous Certificates for Payment · Current Payment Due.
- 4
Track contingency draw-down separately
GC contingency and owner contingency are separate buckets. The tracker has dedicated columns: Original Contingency · Drawn to Date · Remaining · Drawdown Rate %. If contingency is being drawn faster than physical % complete is advancing, that's an early-warning flag — file it in the monthly draw memo for the lender call.
- 5
Reconcile lien waivers against draw amounts
Conditional vs unconditional waivers from each sub: required at submission of the current draw is the conditional waiver against this period's payment; unconditional is provided once paid. Track both columns. Missing lien waivers are the single most common draw-blocker on construction loans.
- 6
Generate the lender draw memo from the running tracker
The tracker's "Lender Memo" tab pulls a structured summary: % complete physical vs financial · contingency status · change-order log to date · stored materials inventory · open items requiring lender approval. This is the artifact for the lender's monthly draw call; the full tracker sits underneath as backup.
B. Practitioner tips
- Physical % complete should track financial % complete within ~5-10 points. If financial advances faster (you're paying more than the building is showing), investigate. The opposite is also a flag.
- Stored materials: lenders typically want bonded warehouse + insurance for off-site stored materials. On-site stored materials need to be visible during the lender site walk.
- Change orders: file the change-order log alongside the G703 every month, even if no change orders happened this period. Lenders ask for it; producing it on demand is harder than producing it monthly.
- Retainage is usually 10% until 50% complete, then 5% or less. Match what the loan agreement says — not what the GC contract says. The two sometimes diverge.
- Builder's Risk insurance + Course of Construction (COC) coverage need to be current at every draw. Lapsed insurance is a draw-blocker; check the policy renewal dates against the construction schedule.
- When the project goes into completion / punch-list phase, switch from monthly draws to milestone-based final draw structure. The G702 / G703 still works but the cadence changes.
C. Scope & limits
- Not a substitute for actual AIA G702 / G703 forms in their official format. If counterparty (GC, owner, lender) requires official AIA documents, generate from the contract — this tracker mirrors the structure but is not the form itself.
- Not for non-AIA contract structures. Design-build, EPC, and turnkey contracts have different draw mechanics; this template is built for standard CSI-coded AIA contracts.
- Does not handle multi-prime or multi-trade-contract draws where the lender funds each trade contract separately. Single-GC AIA structure assumed.
- Not a substitute for on-site inspection. The tracker is the paper record; the lender's construction consultant (if any) does the physical verification.
D. Pairs with
-
Construction Draw Analyst
Agent (forthcoming Q4 2026)
Reads each monthly draw package, surfaces contingency burn flags, change-order patterns, lien-waiver gaps.
-
Draw Package Reviewer
Skill (forthcoming Q4 2026)
Single-draw audit memo: budget vs SOV, % complete reconciliation, lien-waiver coverage, stored-materials inventory.
-
Change Order Tracker
Skill (forthcoming Q4 2026)
Multi-month change-order log with contingency burn analysis and scope-drift flags.
-
Renovation Budget
Template (available now)
For value-add rehabs that don't use full AIA structure — companion template for smaller construction budgets.
-
Lender Checklist
Template (available now)
Tracks the third-party + diligence items that wrap around the draw cycle (insurance, surveys, structural sign-offs).
Quarterly refresh. Free re-download for 12 months from purchase.
14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.
Or get this in All-Access Bundle for $997 — save ~44% vs à la carte.See all bundles →
Get the file
Open the AIA Form Pack.
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