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The AIA A305 form plays a vital role in the construction industry, particularly when it comes to understanding a contractor's qualifications. This form, which is part of the American Institute of Architects documentation, is used primarily to collect information about the contractor’s experience, capabilities, and financial stability. By detailing relevant projects, listing licenses, and providing references, the A305 helps owners and architects assess whether a contractor can meet the demands of a specific project. Not only does it give insight into the contractor's past work, but it also highlights their technical competence and overall reliability. This standardization allows for easier comparison among contractors during the selection process. Therefore, whether you are an owner looking to engage a contractor or an architect guiding your client, familiarity with the A305 can foster informed decisions and enhance the chances of a successful project outcome.

Form Sample

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.

 

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§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:

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§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)

 

Document Specifications

Fact Name Description
Purpose The AIA A305 form is used for contractor qualification, providing a standardized way to evaluate potential contractors' abilities and qualifications for a project.
Origin This form is developed by the American Institute of Architects (AIA), which aims to facilitate construction project processes.
Content Requirements It gathers essential information about the contractor, including financial status, personnel, and past project experience.
Usage The form is commonly used in project bidding processes, allowing owners to assess creativity, reliability, and skills of contractors.
Governing Laws While the A305 itself is a national standard, state-specific regulations may apply depending on where the project is located.
Version Updates The form may undergo periodic revisions to reflect changes in industry standards and requirements, so it's important for users to check for the latest version.
Submission Contractors typically submit the A305 form along with their bids, ensuring that owners have a complete view of their qualifications.
Accessibility The form is readily available for purchase through the AIA website and other legal document providers, ensuring broad access for industry participants.

Steps to Filling Out AIA A305

Filling out the AIA A305 form is important for contractors to provide vital information regarding their qualifications and experience. The following steps will guide you through the process of completing the form accurately and efficiently.

  1. Begin by downloading the AIA A305 form from the official AIA website or obtain a physical copy.
  2. Provide your company name and address at the top of the form.
  3. Enter your contact information, including the name of the primary contact person, phone number, and email address.
  4. Fill in your business structure (e.g., corporation, partnership, sole proprietorship).
  5. List your company’s main office location, including city, state, and zip code.
  6. Indicate the types of work your company performs and any relevant specialties.
  7. Provide the date your company was established and any relevant licensing information.
  8. Complete the section on previous projects by listing at least five significant projects your company has completed in the past.
  9. Attach any additional information that supports your qualifications, such as references or awards.
  10. Review the completed form for accuracy and completeness.
  11. Sign and date the form at the end.

More About AIA A305

What is the AIA A305 form?

The AIA A305 form, also known as the Contractor's Qualification Statement, is a document used by contractors to provide relevant information about their qualifications and experience. It helps project owners and architects evaluate a contractor's capability to undertake a specific project. The form typically includes details about the contractor's financial status, past projects, licenses, and overall experience in the construction industry.

Who needs to fill out the AIA A305 form?

Contractors who wish to bid on construction projects often need to complete the AIA A305 form. It is especially useful for public and private sector projects, as many owners and general contractors require this form to assess potential bidders. By providing comprehensive information about qualifications, the form helps ensure that only qualified contractors participate in the bidding process.

What information is required on the AIA A305 form?

The AIA A305 form asks for a variety of information. Contractors must provide details about their company, including its history, ownership structure, and organizational setup. Financial statements, project experience, references, and information about licenses and bonding capacity are also essential. This data allows project owners to gauge a contractor’s reliability, stability, and expertise.

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

Can the AIA A305 form be modified?

While the AIA A305 form is a standardized document, contractors can tailor certain sections to reflect their specific qualifications or to clarify information. However, any modifications should not alter the integrity of the information requested. It is important to maintain accuracy and reliability when filling out the form, as it reflects the contractor's credibility in the eyes of potential clients.

Common mistakes

  1. Neglecting Accuracy: One of the most common errors is providing inaccurate information. A small mistake in numbers or dates can lead to significant problems. Always double-check details before submitting.

  2. Inconsistent Data: Applicants sometimes use different formats for similar information, like varying date formats or abbreviations. Maintaining consistency across the form enhances clarity and reduces confusion.

  3. Missing Attachments: Failing to include required documents can delay the process. It is crucial to review the list of necessary attachments and ensure they are submitted alongside the form.

  4. Overlooking Updates: Some individuals forget to update their information from previous forms, resulting in discrepancies. Keeping records current is essential for accurate representation.

  5. Ignoring Instructions: Skimming the instructions often leads to misunderstandings. Carefully reading all guidelines before filling out the form helps avoid potential pitfalls.

  6. Underestimating Revisions: After completing the form, many people fail to review their work. Taking the time for a final check can catch errors and improve the overall quality of the submission.

Documents used along the form

The AIA A305 form, often referred to as the Contractor's Qualification Statement, helps builders and contractors establish their qualifications for a project. Alongside this useful form, several other documents are frequently utilized to complement the qualification process and ensure transparency and accountability in construction projects. Below is a list of commonly associated forms and documents.

  • AIA A201: This document outlines the general conditions of the contract for construction. It includes essential terms and responsibilities for both the owner and contractor.
  • AIA A102: The Standard Form of Agreement Between Owner and Contractor is used in conjunction with various forms of payment and contract administration. It defines the relationship between the two parties.
  • AIA G702: The Application and Certificate for Payment serves as an official request by the contractor for payment for work completed. It is critical for managing cash flow on projects.
  • AIA G703: This form is typically used as a continuation sheet for the G702. It provides a detailed breakdown of the costs and work completed to date.
  • AIA A305: The Qualification Statement can be a part of a prequalification process, assessing the contractor's financial stability, experience, and capacity for project management.
  • AIA G619: This document addresses the requirements for a contractor's insurance and bonding. It ensures all parties are protected from unforeseen circumstances.
  • AIA A133: This agreement is specifically for a construction manager as constructor (CMc) and outlines the roles and responsibilities of the construction manager during the project.

These documents collectively support the construction process, ensuring clear communication, defined responsibilities, and financial accountability. By understanding each document's purpose, stakeholders can better navigate the complexities of construction projects.

Similar forms

The AIA A305 form is often compared to the AIA A201 form, which serves as the general conditions of the contract. While the A305 focuses on a contractor’s qualifications and experience, the A201 outlines the responsibilities of both the contractor and the owner throughout the project. Both documents are integral to the contract process, providing essential information that helps in establishing expectations and responsibilities originally agreed upon in construction projects.

Another similar document is the AIA A310 form, which is the Bid Bond form. The A310 secures the bid process by guaranteeing that the bidder will enter into a contract if awarded the project. While the A305 gathers details about a contractor's background and qualifications, the A310 ensures that the financial commitment is honored, adding an extra layer of security for the owner.

The AIA B101 form, often referred to as the Owner-Architect Agreement, is also comparable. While the A305 focuses on contractors, the B101 is a contractual relationship between the project owner and the architect. Both documents lay down foundational information vital for understanding roles and duties within a project. Each serves to protect the interests of the parties involved while ensuring that proper qualifications and responsibilities are outlined clearly.

The AIA G702 form, which is the Application and Certificate for Payment, is another document that serves related functions. While A305 lists qualifications, the G702 confirms progress on payment for completed work. Both documents play important roles in the financial aspects of construction projects, ensuring that parties maintain clear communication regarding what has been completed and what is entitled to pay.

The AIA G703 form, which accompanies the G702, provides a description of the work completed and the amounts due. Like the A305, the G703 emphasizes details and transparency during the payment process. It allows owners to see exactly what they are paying for, making it easier to manage financial aspects of the project effectively.

The AIA A233 form, often known as the Subcontractor Qualification Form, has much in common with the A305 as well. Both forms are designed to assess the qualifications of different parties involved in the construction process. The A233 specifically focuses on subcontractors, whereas the A305 serves general contractors. This helps ensure that subcontractors also meet the necessary standards required to contribute effectively to a project.

In addition, the AIA A202 form - the Standard Form of Agreement Between Owner and Construction Manager - is relevant when looking at A305. Similar to both A305 and A201, the A202 sets forth guidelines and outlines roles, particularly with projects where a construction manager is involved rather than a traditional contractor. This document facilitates good project management and helps clarify expectations among owners, managers, and contractors.

Lastly, the AIA G701 form serves as the Change Order form. It documents changes in the scope of work and associated costs. While the A305 highlights qualifications at the start, the G701 ensures ongoing clarity and documentation of adjustments throughout the project. It keeps all parties informed about changes and maintains the contract’s integrity across the entire project lifespan.

Dos and Don'ts

When filling out the AIA A305 form, it's important to keep some best practices in mind. Here are four things you should do, and four things you should avoid.

Things You Should Do:

  • Read the instructions thoroughly before starting.
  • Provide accurate and honest information to ensure credibility.
  • Double-check all entries for correctness and completeness.
  • Keep a copy of the completed form for your records.

Things You Shouldn't Do:

  • Do not leave any required fields blank.
  • Avoid using vague or ambiguous language.
  • Do not rush through the process; take your time to ensure accuracy.
  • Refrain from making assumptions; verify all information before submission.

Misconceptions

The AIA A305 form is often misunderstood in several ways. Here are four common misconceptions about this document:

  • The AIA A305 is a bid form. Many people think that the AIA A305 is used for bidding on construction projects. In reality, it is a contractor’s qualification statement. It provides information about the contractor's qualifications, experience, and financial stability, not the actual bid for a project.
  • Only general contractors can use the AIA A305 form. This is incorrect. While the form is commonly used by general contractors, subcontractors can also fill it out to showcase their qualifications. Any entity seeking to demonstrate its capabilities can utilize the A305.
  • The AIA A305 guarantees a contract. Some believe that submitting this form guarantees that a contractor will be awarded a project. However, the form is merely a tool for evaluation. Awarding a contract depends on many factors, including other bids and the specific project requirements.
  • The information on the AIA A305 is optional. This misconception leads to incomplete submissions. The A305 requests specific information that is crucial for evaluating the contractor's qualifications. Providing accurate and complete information is essential for establishing credibility.

Key takeaways

Filling out and using the AIA A305 form is an important process, particularly for contractors looking to establish their qualifications. Here are some key takeaways to keep in mind:

  • The AIA A305 form is primarily used for contractor qualification statements.
  • Completing the form accurately is essential; it reflects the contractor’s experience and credibility.
  • This form must include detailed information about the contractor’s business structure, including ownership and history.
  • It often requires documentation of financial stability, such as bank references and credit history.
  • References from past projects are also critical; they help illustrate the contractor's capability and reliability.
  • Be prepared to provide information about existing contracts and workload to assess the contractor’s availability.
  • Lastly, keep in mind that local jurisdictions may have specific requirements in addition to what is listed in the AIA A305 form.

By following these takeaways, the likelihood of receiving favorable consideration increases significantly. Properly prepared documentation speaks volumes about professionalism and readiness to undertake new projects.