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The AIA A305 form, also known as the Contractor's Qualification Statement, is an essential document used in the construction industry. It provides a comprehensive overview of a contractor's qualifications, financial status, and experience. This form assists project owners and architects in assessing the capabilities of potential contractors before awarding jobs. The A305 includes sections that address a contractor’s business structure, experience with similar projects, and key personnel qualifications. Additionally, it covers financial information, safety record, and the contractor's legal standing. Proper completion of this form can lead to better-informed decisions during the selection process, ultimately contributing to more successful project outcomes.

Sample - AIA A305 Form

AlA Document A305" - 1986

Contractor's Qualification Statement

The Undersigned certifies under oath that the information provided herei n is true and sufficiently complete so as not to be misleading.

SUBMITTED TO:

ADDRESS:

SUBMITTED BY:

NAME:

ADDRESS:

PRINCIPAL OFFICE:

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion. The author may also have revised the text of the original AlA standard form. An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed . A vertical line in the left margin of this document indicates where the author has added necessary information and where the author has added to or deleted from the original AlA text.

This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification.

Corporation

 

This form is approved and

 

 

Partnership

 

recommended by the American

Individua l

 

Institute of Architects (AlA) and

 

The Associated General

 

 

Joint Venture

 

Contractors of America (AGC) for

 

use in evaluating the

 

 

Other

 

qualifications of contractors . No

 

 

endorsement of the submitting

NAME OF PROJECT

(if applicable):

party or verification of the

information is made by AlA or

 

 

 

 

AGC.

TYPE OF WORK (file separate form for each Classification of Work ):

General Construction

HVAC

Electrical

Plumbing

Other (please specify)

AlA Document A305™ -1 986. Copyright © 1964,1969,1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING: This

1

AfA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA

Document, or

any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

 

document was produced by AlA software at 13:28:18 on 03/22/2006 under Order No.1000201877_ 1 which expires on 10/11 /2006 , and is not for resale.

 

User Notes:

(2533789901)

 

§1. ORGANIZATION

§1.1 How many years has your organization been in business as a Contractor?

§1.2 How many years has your organization been in business under its present business name?

§1.2.1 Under what other or former names has your organization operated?

§1.3 If your organization is a corporation, answer the following:

§1.3.1 Date of incorporation:

§1.3.2 State of incorporation:

§1.3.3 President's name:

§1.3.4 Vice-president's name(s)

§1.3.5 Secretary's name:

§1.3.6 Treasurer's name:

§1.4 If your organization is a partnership, answer the following:

§1.4.1 Date of organization:

§1.4.2 Type of partnership (if applicable):

§1.4.3 Name(s) of general pa11ner(s)

§1.5 If your organization is individually owned, answer the following:

§1.5.1 Date of organization:

AIA Document A305™ -1986. Copyright© 1964, 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING: This

2

AIA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or

any portion of It, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

 

document was produced by AIA soltware at 13:28:18 on 03/22/2006 under Order No.1000201877_1 which expires on 10/11/2006, and is not for resale.

 

User Notes:

(2533789901)

 

§1.5.2 Name of owner:

§1.6 If the form of your organization is other than those listed above, describe it and name the principals:

§2. LICENSING

§2.1 List jurisdictions and trade categories in which your organization is legally qualified to do business, and indicate registration or license numbers, if applicable .

§2.2 List jurisdictions in whic h your organization 's partnership or trade name is filed.

§3. EXPERIENCE

§3.1 List the categories of work that your organization normally performs with its own forces.

§3.2 Claims and Suits. (If the answer to any of the questions below is yes, please attach details.)

§3.2.1 Has your organization ever fai led to complete any work awarded to it?

§3.2.2 Are there any judgments, claims, arbitration proceedings or suits pending or outstandi ng agai nst you r organization or its officers?

AlA Document A305™ -1 986. Copyright © 1964, 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING: This

3

AlA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA

Document, or

any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

 

document was produced by AlA software at 13:28:18 on 03/22/2006 under Order No.1 000201877_ 1 which expires on 10/ 11 /2006 , and is not for resale .

 

User Notes:

(2533789901 )

 

§3.2.3 Has your organization filed any law suits or requested arbitration with regard to construction contracts within the last five years?

§3.3 Within the last five years, has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please attach details.)

§3.4 On a separate sheet, list major construction projects your organization has in progress, giving the name of project, owner, architect, contract amount, percent complete and scheduled completion date.

§3.4.1 State total worth of work in progress and under contract:

§3.5 On a separate sheet, list the major projects your organization has completed in the past five years, giving the name of project, owner, architect, contract amount, date of completion and percentage of the cost of the work performed with your own forces.

§3.5.1 State average annual amount of construction work performed during the past five years:

§3.6 On a separate sheet, list the construction experience and present commitments of the key individuals of your organization.

AIA Document A305™ -1986. Copyright© 1964, 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING: This

AtA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA

Document, or

4

any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

document was produced by AIA software at 13:28:18 on 03/22/2006 under Order No.1000201877_1 which expires on 10/11/2006, and is not for resale.

 

User Notes:

(2533789901)

 

§4. REFERENCES

§4.1 Trade References:

§4.2 Bank References:

§4.3 Surety:

§4.3.1 ame of bonding company:

§4.3.2 Name and address of agent:

§5. FINANCING

§5.1 Financial Statement.

§5.1.1 Attach a financial statement, preferably audited, including your organization's latest balance sheet and income statement showing the following items:

Current Assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materia ls inventory and prepaid expenses);

et Fixed Assets;

Other Assets;

Current Liabi li ties (e.g., accounts payable, notes payable, accrued expenses, provision for income taxes, adva nces, accrued salaries and accrued payroll taxes);

Other Liabilities (e.g ., capital , capital stock, authorized and outstandi ng shares par values, earned surplus and retai ned earnings).

§ 5.1.2 Name and add ress of firm preparing attached financial statement, and date thereof:

AlA Document A305™ - 1986. Copyright © 1964, 1969, 1979 and 1986 by The American Institute of Architects. All rights reserved. WARNING : This

5

AlA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA

Document, or

any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

 

document was produced by AlA software at 13:28:18 on 03/22/2006 under Order NO.1000201877_ 1 which expires on 10/ 11 /2006. and is not for resale.

 

User Notes:

(2533789901 )

 

§5.1.3 Is the attached financial statement for the identical organization named on page one?

§5.1.4 If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g. , parent-subsidiary) .

§5.2 Will the organization whose financial statement is attached act as guarantor of the contract for construction ?

§6. SIGNATURE

§ 6.1 Dated at this

day of

ame of Organization:

By:

Title:

§6.2

being du ly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be mis leading .

Subscribed and sworn before me this

day of

20

Notary Public:

My Commission Expires:

AlA Document A305™ - 1986. Copyright © 1964, 1969, 1979 and 1986 by The American Institute of Architecls. All rights reserved. WARNING: This

6

AlA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA

Document, or

any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This

 

document was produced by AlA software at t 3:28:18 on 03/22/2006 under Order NO .1000201877_ 1 which expires on 10/ 11 /2006 , and is not for resale .

 

User Notes:

(2533789901 )

 

Additions and Deletions Report for

AlA® Document A305TM - 1986

This Additions and Deletions Report , as defined on page 1 of the associated document, reproduces below all text the author has added to the standard form AlA document in order to complete it, as well as any text the author may have added to or deleted from the original AlA text. Added text is shown underlined. Deleted text is indicated with a horizontal line through the original AlA text.

Note: This Additions and Deletions Report is provided for information purposes only and is not incorporated into or constitute any part of the associated AlA document. This Additions and Deletions Report and its associated document were generated simultaneously by AlA software at 13:28:18 on 03/22/2006.

PAGE 6

M-being duly sworn deposes and says that the information provided herein is true and sufficiently complete so as not to be misleading.

Subscribed and sworn before me this

day of

Additions and Deletions Report for AlA Document A305™ -1986. Copyright © 1964, 1969, 1979 and 1986 by The American Instilute of Architects.

All

rights reserved. WARNING: This AlA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or

1

distribution of this AlA ' Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This document was produced by AlA software at 13:28:18 on 03/22/2006 under Order No .1 000201877_ 1 which expires on

10/11 /2006 , and is not for resale .

 

User Notes:

(2533789901)

Certification of Document's Authenticity

AIA® Document D401™ - 2003

I, Charles V. Bucci , hereby certify, to the best of my knowledge, information and belief, that I created the attached final document simultaneously with its associated Additions and Deletions Report and this certification at 13:28: 18 on 03/22/2006 under Order No. 1000201877_1 from AIA Contract Documents software and that in preparing the attached fina l document I made no changes to the original text of AIA® Document A305™ - 1986 - Contractor's Qualification Statement, as published by the AIA in its software, other than those additions and deletions shown in the associated Additions and Deletions Report.

(Signed)

(Title)

(Dated)

AlA Document D40FM - 2003. Copyright © 1992 and 2003 by The American Institute of Architects. All rights reserved.

WARNING: This AlA- Document

1

Is protected by U.S. Copyright Law and International Treaties . Unauthorized reproduction or distribution of this AlA

Document, or any portion of it,

may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This document was produced

 

by AlA software at 13:28:18 on 03/22/2006 under Order No .1 000201877_ 1 which expires on 10/11 /2006 , and is not for resale.

 

User Notes:

(2533789901)

 
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Form Information

Fact Name Description
Purpose The AIA A305 form is used for obtaining a contractor's qualifications. It helps owners assess a contractor's experience and capabilities before awarding a project.
Common Usage This form is often utilized in both public and private construction projects across the United States. It provides a standardized method of gathering information.
Included Information The A305 requires details such as the contractor's financial status, project history, and key personnel. This allows for comprehensive evaluation by the project owner.
Governing Laws The AIA A305 form is generally guided by the laws of the state in which the project is located. Specific state laws should be referred to for any additional requirements.

Detailed Guide for Filling Out AIA A305

Completing the AIA A305 form is straightforward if you follow some simple steps. This form is typically used to provide information about a firm's qualifications. Gather all necessary documentation and your history before starting so you can fill it out smoothly.

  1. Obtain the form: Download the AIA A305 form from the AIA website or your legal department's template library.
  2. Read the instructions: Familiarize yourself with the guidelines provided on the form to understand the requirements.
  3. Fill in your company information: Start with your firm's name, address, and contact details in the designated sections.
  4. Detail your firm’s history: Provide a brief overview of your company, including its founding date, ownership structure, and mission statement.
  5. List your projects: Describe past projects, including project names, locations, and your firm’s role in each project.
  6. Include financial information: Fill in the financial details requested, such as annual revenue and bonding capacity.
  7. Provide professional references: List contact information for clients or partners who can attest to your firm’s work and reliability.
  8. Complete additional questions: Answer any supplementary questions at the end of the form, ensuring that each section is filled out completely and accurately.
  9. Review and edit: Carefully check all information for accuracy, clarity, and completeness. Make any necessary adjustments.
  10. Sign and date: Ensure that an authorized representative of your firm signs and dates the form where required.
  11. Submit the form: Send the completed form to the appropriate party via email or physical submission as instructed.

Obtain Answers on AIA A305

  1. What is the AIA A305 form?

    The AIA A305 form, officially titled "Contractor's Qualification Statement," is a document used in the construction industry. It collects information about a contractor's qualifications, experience, and capabilities to perform specific construction projects. This form helps owners and general contractors assess whether a contractor is suitable for a particular job.

  2. Who should fill out the AIA A305 form?

    Typically, contractors seeking to bid on a project or be considered for a contract fill out the AIA A305 form. It is used by general contractors, subcontractors, and even specialty contractors to demonstrate their qualifications to potential clients or project owners.

  3. What information is required on the AIA A305 form?

    The AIA A305 form requests several pieces of information, including:

    • Business name and address
    • Ownership structure and organization
    • Financial information, such as annual revenue
    • Experience in similar projects
    • Safety record and insurance coverage
    • References from past clients

    This information helps evaluators gauge the contractor's ability to complete the project successfully.

  4. How is the AIA A305 form used in the bidding process?

    During the bidding process, project owners often request contractors to submit the AIA A305 form along with their bids. Evaluators use the information to compare qualifications among bidders. The form plays a crucial role in selecting contractors who not only have the right experience but also demonstrate reliability and financial stability.

  5. Can the AIA A305 form be modified?

    While the AIA A305 form is a standard document published by the American Institute of Architects, it can be modified to suit specific needs. However, any alterations should be made carefully to ensure that the essential information still gets conveyed. It’s essential to maintain clarity and completeness in the submission.

  6. Is there a cost associated with the AIA A305 form?

    Generally, there is no direct fee for filling out the AIA A305 form itself. However, costs may arise from the time and resources spent gathering the necessary information and documentation needed to complete the form comprehensively.

  7. How often should the AIA A305 form be updated?

    Contractors should update the AIA A305 form regularly, especially when there are significant changes in their business operations. This includes new projects completed, changes in financial status, or updates to safety records. Keeping the information current is essential for accurate evaluations by potential clients.

  8. Are there any legal implications of submitting the AIA A305 form?

    Submitting the AIA A305 form does involve legal considerations. By signing the form, contractors affirm that the information provided is true and accurate. Providing false information can lead to legal consequences, including disqualification from bidding on projects or potential civil action from affected parties.

  9. Where can I find the AIA A305 form?

    The AIA A305 form is available on the American Institute of Architects (AIA) website and can often be found through various legal document preparers and construction industry resources. Contractors can download a copy for use in their qualification processes.

  10. Is assistance available for completing the AIA A305 form?

    Yes, many resources assist contractors in completing the AIA A305 form. Professional consultants, legal document preparers, and various organizations within the construction industry offer help and guidance to ensure that the form is filled out correctly and effectively.

Common mistakes

The AIA A305 form is an essential tool for gathering information about a contractor's qualifications. However, many individuals make mistakes while completing it, which can lead to complications in the qualification process. One common error is failing to provide complete or accurate company information. Incomplete details can create misunderstandings about a contractor’s identity and capabilities. Ensure that all sections regarding the company’s legal name, address, and contact information are filled out fully. Missing this basic information can delay or jeopardize the review process.

Another frequent mistake involves underestimating the importance of the project experience section. Contractors often overlook including relevant projects or fail to highlight their role in previous work. Providing specific examples related to similar projects can significantly enhance a contractor's profile. When people neglect to elaborate on their experience, they miss the opportunity to showcase their skills and establish their credibility. It is crucial to present this information in a clear and organized manner, as it serves as a foundation for demonstrating capability.

In addition, many individuals do not double-check the financial documents attached to the A305 form. Submitting incorrect or outdated financial statements can reflect poorly on a contractor’s reliability. Lenders and clients rely on current financial information to assess risk and viability. It's vital to verify that all submitted documents, such as balance sheets and profit-loss statements, are accurate and up to date. This oversight may raise concerns about a contractor's financial stability, thus affecting their chances of being selected for a project.

Finally, failing to provide references or neglecting to include adequate contact information for references can be detrimental. References play a significant role in the decision-making process of hiring entities. If references are incomplete or difficult to reach, it creates an image of unpreparedness and can lead to a negative perception. Ensure that references are not only relevant but also willing and able to provide positive feedback when contacted. A well-rounded list can enhance the contractor's profile and build trust with potential clients.

Documents used along the form

The AIA A305 form is widely used in the construction industry. It serves as a contractor's qualification statement, providing essential information about a contractor's experience, skills, and financial stability. To complement the A305, several other forms and documents can be utilized in the contracting and bidding process. Below is a list of common documents that are often used alongside the AIA A305 form.

  • AIA A101: This form serves as a standard agreement between the owner and the contractor. It outlines the scope of work and the contract sum for a specific construction project.
  • AIA A201: Often referred to as the General Conditions of the Contract for Construction, this document details the legal responsibilities of both parties and the procedures to be followed during the project.
  • AIA G702: This form is used for progress billing. It allows contractors to submit requests for payment based on the completed work and materials provided to date.
  • AIA G703: Often accompanying G702, this document provides a detailed breakdown of the contract price, showing how much of the total amount has been billed and remains to be completed.
  • AIA G620: This form establishes the Owner-Agency agreement when an owner engages a project manager to oversee the construction process.
  • AIA A310: This form is utilized for bid security. It assures the owner that the contractor will enter into a contract if selected for the project.
  • AIA A305S: A simplified version of the A305, this form is designed for smaller contractors or projects requiring a less detailed qualification statement.
  • AIA A204: This is the standard form of agreement between the owner and contractor for design-build projects, laying out expectations for both parties.
  • AIA B101: This form is a standard agreement between the owner and architect. It defines the relationship and responsibilities of the architect in the project.

Understanding these forms helps all parties involved in construction projects maintain clarity and consistency. Utilizing these documents effectively can lead to smoother transactions and more successful project completions.

Similar forms

The AIA A305 form, known as the Contractor's Qualification Statement, serves to evaluate the qualifications of contractors. It is not the only form that fulfills this purpose. Here are four other documents similar to the AIA A305 form:

  • Bid Proposal Form: This document outlines a contractor's bid for a project, including costs and specific terms. Like the A305, it assesses a contractor's ability to perform work but is more focused on pricing and project specifics.
  • Qualifications Questionnaire: Often used by clients, this form collects information about a contractor's experience, financials, and references. It serves a purpose similar to the A305 by checking credentials before selecting a contractor.
  • Experience Statement: This document highlights a contractor's previous projects and relevant experience. It mirrors the A305's goal of verifying a contractor's qualifications through documented evidence of past performance.
  • Prequalification Questionnaire: Typically used in the bidding process, this tool screens contractors seeking to bid on a project. It shares a common goal with the A305 in determining the suitability of a contractor for specific jobs.

Dos and Don'ts

When filling out the AIA A305 form, it is essential to adhere to best practices to ensure accuracy and effectiveness. Below are some guidelines that can help you when completing this document:

  • Do read the entire form carefully before filling it out.
  • Do provide accurate and truthful information.
  • Do double-check your calculations and totals.
  • Do ensure consistency between the A305 and other documents.
  • Do sign and date the form where required.
  • Don't leave any required fields blank.
  • Don't use vague terms or unclear descriptions.
  • Don't submit without reviewing for errors.
  • Don't forget to keep a copy for your records.
  • Don't rush through the process; take your time to ensure completeness.

Misconceptions

There are several misconceptions about the AIA A305 form that can lead to confusion. Below is a list that outlines these misconceptions and clarifies the truths behind them.

  • Misconception 1: The AIA A305 form is only for large construction projects.
  • Misconception 2: Only contractors can fill out the AIA A305 form.
  • Misconception 3: The AIA A305 form automatically guarantees approval for a project.
  • Misconception 4: Filling out the AIA A305 form is a lengthy and complicated process.
  • Misconception 5: The AIA A305 form is outdated and not commonly used.
  • Misconception 6: You need a lawyer to complete the AIA A305 form.
  • Misconception 7: The AIA A305 form does not require supporting documentation.
  • Misconception 8: The information on the AIA A305 form is not confidential.
  • Misconception 9: Once submitted, the information on the AIA A305 form cannot be updated.
  • Misconception 10: The AIA A305 form is the same as other AIA documents.

Each of these points can lead to misunderstandings if not clarified. Always ensure that you have accurate information when dealing with the AIA A305 form.

Key takeaways

  • Understand the purpose of the AIA A305 form. This document gathers essential information about the contractor's qualifications and their ability to perform the work.

  • Accuracy is crucial. Ensure all information provided is precise. Inaccurate details can lead to issues in securing contracts or could impact your credibility.

  • Be prepared to supply supporting documents. Along with the form, you may need to provide additional documentation to validate the claims made.

  • Review the form thoroughly before submission. Take the time to ensure all sections are completed and that the information aligns with your business practices.

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