Resource Type: Tool

BIM Execution Checklist

To help manage your risks with BIM, follow this checklist as the project develops. Checklist should be revised based on project requirements.

CCS Services Summary & Checklist

This summary and checklist will help you document that appropriate construction contract administration (CCA) services were provided.

Project Documentation Checklist

This tool can help you get your documentation in order and be prepared in the event a claim is made.

Project Intake Checklist

This form may help you & your firm to evaluate and manage potential risk.

Retirement calculator

Make meaningful progress toward a more confident future in just a few minutes. View the retirement calculator

Ownership Transition: Developing Future Firm Leadership

A session about Ownership Transition: Developing Future Firm Leadership was presented at A’19, the AIA Conference on Architecture 2019. The PowerPoint slides address the following learning objectives: Recognize what current owners need to do well in advance to prepare for a successful firm transition in the future. Recognize the challenges and decisions for those who…

Firm Valuation Service Providers

When considering firm ownership transition–whether internal or external acquisition or a merger, employee stock ownership plans, equity-based incentive plans, shareholder dispute, tax issues, litigation support, or other corporate planning–you need to determine firm value. When seeking a firm valuation, it’s important to consider companies that can offer you A/E industry experience, as well as professional…

Business Owners Insurance: FAQs

This FAQ on Business Owners Insurance (BOP) will answer pressing questions such as: What is Business Owners Insurance? Who is eligible for property and casualty coverage? What is the minimum premium for BOP policies? And more

Insurance Checklist

Be sure you have the coverage you need to run your firm successfully. Review this checklist to consider vital insurance coverage and other important products needed to help make you & your new firm successful.