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The AIA A305 form plays a crucial role in the construction industry, particularly for contractors seeking to provide essential information about their qualifications. This document is often used to gather data regarding a contractor's experience, financial stability, and overall capacity to undertake specific projects. By completing the A305, contractors present a comprehensive overview of their business history, including details about past projects, key personnel, and financial resources. This form serves as a valuable tool for owners and architects, helping them assess the suitability of contractors for upcoming work. Additionally, it facilitates a transparent evaluation process, promoting trust and clarity in contractor selection. As a standardized document from the American Institute of Architects, the A305 ensures consistency across submissions, allowing for fair comparisons among potential bidders. Understanding the nuances of this form can significantly impact the success of a contractor's bid and ultimately influence project outcomes.

Document Example

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)

 

Frequently Asked Questions

  1. What is the AIA A305 form?

    The AIA A305 form, officially titled "Contractor's Qualification Statement," is a document used to provide information about a contractor's qualifications. It helps owners and architects assess the capabilities of a contractor before awarding a project. This form includes details about the contractor's experience, financial stability, and references.

  2. Who should fill out the AIA A305 form?

    Typically, contractors seeking to bid on construction projects fill out the AIA A305 form. This applies to general contractors, subcontractors, and specialty contractors. It is essential for those who want to demonstrate their qualifications to potential clients or project owners.

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

    The form requests various details, including:

    • Company name and address
    • Type of business organization
    • Years in business
    • Financial information, such as bonding capacity and insurance
    • List of completed projects
    • References from previous clients

    Providing accurate and complete information is crucial for a successful submission.

  4. How does the AIA A305 form benefit contractors?

    Completing the AIA A305 form allows contractors to present their qualifications in a structured manner. It helps them stand out in a competitive bidding environment. By showcasing their experience and financial stability, contractors can increase their chances of being selected for projects.

  5. Is the AIA A305 form required for all construction projects?

    No, the AIA A305 form is not mandatory for all projects. However, many project owners and architects prefer or require it as part of their qualification process. Always check the specific requirements of the project to determine if this form is necessary.

  6. Where can I obtain the AIA A305 form?

    The AIA A305 form can be obtained from the American Institute of Architects (AIA) website or through various online legal form providers. It is important to use the most current version to ensure compliance with any updates or changes.

Misconceptions

The AIA A305 form, also known as the Contractor's Qualification Statement, is a valuable tool in the construction industry. However, several misconceptions surround its use and purpose. Here are eight common misunderstandings:

  • It is only for large contractors. Many believe that only large construction firms need to complete the A305 form. In reality, any contractor seeking to work on significant projects can benefit from providing this information, regardless of size.
  • It guarantees contract awards. Some think that submitting an A305 form ensures they will receive a contract. The form is a qualification tool, but it does not guarantee that a contractor will be selected for a project.
  • It is only required by public agencies. While public agencies often request the A305 form, private clients may also ask for it. It serves as a means for any project owner to assess a contractor's qualifications.
  • It is a one-time submission. Contractors may believe that once they submit the A305 form, they do not need to update it. However, it is important to keep the information current, especially when applying for new projects.
  • It focuses solely on financial information. Some people think the A305 is only about a contractor's financial status. While financial data is included, the form also covers experience, personnel qualifications, and safety records.
  • It is the same as a bid proposal. The A305 form is often confused with a bid proposal. Unlike a bid, which outlines specific project costs, the A305 provides general information about a contractor's capabilities.
  • Only new contractors need to fill it out. Established contractors may assume they do not need to complete the A305 form. However, even seasoned firms can benefit from showcasing their qualifications for new projects.
  • It is a complicated document. Some individuals view the A305 as overly complex. In fact, while it requires detailed information, it is designed to be straightforward and user-friendly.

Understanding these misconceptions can help contractors better navigate the qualification process and enhance their chances of success in securing projects.

Common mistakes

  1. Incomplete Information: Many people leave sections blank or provide insufficient details. Each part of the form is important for assessing qualifications.

  2. Inaccurate Financial Data: Some individuals misreport their financial status. This can lead to misunderstandings and may affect eligibility for projects.

  3. Failure to Update: Using outdated information is a common mistake. Ensure that all data reflects the current status of the business.

  4. Neglecting Supporting Documents: Many forget to include necessary attachments. These documents are crucial for verifying claims made in the form.

  5. Not Reviewing Before Submission: Rushing through the form can lead to overlooked errors. Take time to review all entries to ensure accuracy and completeness.

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Document Data

Fact Name Description
Purpose The AIA A305 form is used to provide a contractor's qualifications for a specific project.
Type of Form This is a standard form developed by the American Institute of Architects (AIA).
Information Required Contractors must provide information about their experience, financial status, and personnel.
Submission The form is typically submitted to project owners or architects during the bidding process.
State-Specific Forms Some states may have specific requirements or variations of the A305 form.
Governing Laws In California, for example, the form must comply with the California Business and Professions Code.
Confidentiality Information provided in the A305 form is generally considered confidential and should be treated accordingly.
Validity Once completed, the form remains valid as long as the information is accurate and up to date.
Signature Requirement The form must be signed by an authorized representative of the contractor to be valid.

Similar forms

The AIA A305 form, often referred to as the Contractor's Qualification Statement, serves as a tool for contractors to provide essential information about their qualifications. Similar to the AIA A305, the AIA A201 form outlines general conditions of the contract for construction. Both documents aim to establish clear expectations and responsibilities, but while the A305 focuses on the contractor's qualifications, the A201 emphasizes the legal framework governing the construction project.

Another document that shares similarities with the AIA A305 is the AIA G702, Application and Certificate for Payment. Like the A305, the G702 is used during the construction process, but its purpose is different. The G702 allows contractors to request payment for work completed, ensuring that financial aspects are transparent and documented. Both forms contribute to the overall management and success of construction projects.

The AIA A310 form, which is a Bid Bond form, also resembles the A305 in that it deals with qualifications, albeit from a different angle. The A310 is used to guarantee that a contractor will enter into a contract if selected. This bond assures the project owner of the contractor’s financial reliability, much like the A305 assures the owner of the contractor’s qualifications and experience.

Similarly, the AIA G701 form, Change Order, is another document that complements the A305. While the A305 assesses the contractor's capabilities, the G701 is used to formalize changes to the contract. Both documents play crucial roles in managing the expectations and responsibilities of the parties involved in a construction project.

The AIA A102 form, which is a standard form of agreement between the owner and contractor, is also akin to the A305. The A102 establishes the contractual relationship, including the scope of work and payment terms. In contrast, the A305 focuses on the contractor’s qualifications, but both are essential in ensuring that the construction process runs smoothly.

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Another related document is the AIA G703, Continuation Sheet. This form is used in conjunction with the G702 to provide a detailed breakdown of the work completed and the corresponding payment requested. Similar to the A305, the G703 ensures transparency and accountability, but it focuses specifically on the financial aspects of the project.

The AIA A201, General Conditions of the Contract for Construction, shares a broader purpose with the A305. While the A305 assesses qualifications, the A201 outlines the rights and responsibilities of all parties involved in the construction process. Both documents are fundamental in creating a clear understanding of expectations, contributing to the project’s overall success.

The AIA A401 form, which is the Standard Form of Agreement Between Contractor and Subcontractor, is also similar to the A305. The A401 establishes the relationship between the general contractor and subcontractors, focusing on qualifications and responsibilities. Both documents are crucial in ensuring that all parties involved in the construction process are qualified and understand their roles.

Furthermore, the AIA B101 form, which is the Standard Form of Agreement Between Owner and Architect, is another document that parallels the A305. The B101 outlines the relationship and responsibilities between the owner and the architect, similar to how the A305 defines the contractor’s qualifications. Both documents help ensure that all parties are on the same page regarding their roles in the project.

Lastly, the AIA G620 form, which is a Contractor’s Qualification Statement for Design-Build, is akin to the A305 but tailored for design-build projects. Like the A305, the G620 allows contractors to showcase their qualifications. However, it also emphasizes the contractor's ability to manage both design and construction aspects, reflecting the unique requirements of design-build projects.