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The AIA A305 form, also known as the Contractor’s Qualification Statement, plays a crucial role in the construction industry by serving as a key document that outlines a contractor's qualifications and experience. When seeking to win contracts, contractors often highlight their professional history, financial standing, and past project performance through this form. It aids owners and architects in assessing the capabilities of potential contractors, ensuring they choose a competent and reliable partner for upcoming projects. Key sections of the form include details about the contractor's organizational structure, experience with similar projects, financial statements, and references from previous clients. Moreover, it provides a snapshot of the contractor's safety record and their commitment to quality and sustainability. By using the A305, stakeholders can facilitate informed decisions, enabling projects to move forward smoothly and efficiently, with a reduced risk of issues arising from contractor selection.

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)

 
↓ AIA A305 PDF

File Specs

Fact Name Description
Purpose The AIA A305 form is used to provide a contractor's qualification statement, outlining their experience, capabilities, and financials.
Eligibility This form is typically completed by contractors seeking to pre-qualify for construction projects.
Required Information Contractors must disclose information regarding their financial status, work history, and organizational structure.
Use in Bidding Sometimes the AIA A305 is requested as part of the bidding process to evaluate potential contractors.
Standardization The form provides a standardized format, making it easier for owners to compare different contractors.
Governing Law While the AIA forms are used nationwide, review applicable state laws; some states might have their own versions of qualification statements.
Confidentiality Contractors should be cautious, as information disclosed may become public depending on state laws and project requirements.
Submission Process The form must be submitted along with any required supporting documentation to the owner or architect.
Updates Contractors should regularly update their A305 to reflect any significant changes in their operations or financial status.

AIA A305 - Usage Guidelines

Filling out the AIA A305 form is a straightforward process, but attention to detail is key. This form helps gather important information about your business, particularly when it comes to your experience and qualifications. By following these organized steps, you'll successfully complete the document.

  1. Begin with basic information.
  2. Provide your business name, address, and contact information.
  3. List the principal officers or partners in your business.
  4. Outline your business structure: is it a sole proprietorship, partnership, or corporation?
  5. Specify the licenses and certifications held by your business.
  6. Detail your experience: list relevant projects you've completed, including their descriptions and dates.
  7. Include references or clients who can vouch for your work.
  8. Answer additional questions regarding your financial standing and your ability to undertake a project.
  9. Review the entire form to ensure accuracy.
  10. Sign and date the form at the bottom.

Once you've filled out the AIA A305 form, you can move forward by submitting it as part of your qualification documentation or proposal package. Remember to keep a copy for your records, as this information may be useful for future projects or submissions.

Your Questions, Answered

What is the AIA A305 form?

The AIA A305 form, also known as the "Contractor's Qualification Statement," is a document used primarily in construction projects to gather essential information about a contractor. It allows project owners to assess the qualifications and capabilities of contractors seeking to participate in a bidding process. This form typically includes details about the contractor’s experience, financial stability, and previous projects.

Who should fill out the AIA A305 form?

The AIA A305 form is intended for contractors who wish to qualify for a specific project or to provide information to potential clients. General contractors, subcontractors, and specialty contractors commonly complete this form. It serves as a key tool for presenting qualifications to owners or general contractors when bidding for work.

What information is typically included in the AIA A305 form?

The AIA A305 includes sections that ask for a variety of information. This may consist of business structure details, financial information, project experience, safety records, and references from previous clients. The goal is to create a comprehensive picture of the contractor’s abilities and reliability.

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

The AIA A305 form is often a preliminary step in the bidding process. Owners or general contractors review completed forms to evaluate potential contractors’ qualifications and track records. This assessment helps them select a shortlist of candidates who meet the project's requirements before inviting them to submit detailed bids.

Is the AIA A305 form legally binding?

The AIA A305 form is not a legally binding contract. Instead, it serves as a tool for collecting information to support the contractor's qualifications. The information provided is typically used in conjunction with other documents during the bidding process. However, providing false information on the form can have legal implications and impact a contractor’s reputation.

How can a contractor prepare to fill out the AIA A305 form?

To prepare for completing the AIA A305 form, contractors should gather relevant documentation that demonstrates their qualifications. This may include financial statements, project lists, safety records, and any certifications. Being thorough and truthful in providing this information can help strengthen the contractor’s application and improve their chances of being selected.

Where can a contractor obtain the AIA A305 form?

The AIA A305 form can be obtained from the American Institute of Architects (AIA) website or other related industry resources. Many construction industry organizations also provide access to this form. It’s important to use the most current version of the form, as updates may include changes in wording or structure that enhance its effectiveness.

Common mistakes

  1. Inaccurate Information: Many individuals misunderstand the requirement to provide precise and detailed information. This can lead to submitting inaccurate financial data or work history, which may negatively affect the evaluation of the contractor's qualifications.

  2. Omitting Required Documentation: Some individuals fail to include all necessary supporting documents. This can include financial statements, references, or previous project details, which are essential for a complete application.

  3. Neglecting Updates: It is common for applicants to submit outdated information. A lack of updated records relating to experience or financial standing can create an impression of negligence or inaccuracy.

  4. Overlooking the Signature Requirement: Some individuals forget to sign the form. Without a signature, the submission is considered incomplete and may be rejected outright, regardless of the quality of the remaining content.

Documents used along the form

The AIA A305 form is a vital document used in the construction industry, specifically designed for owner contractors to provide a résumé of their qualifications. However, it is frequently accompanied by various other forms and documents that serve complementary purposes in the contracting process. The following list highlights these additional documents, offering insights into their functions and relevance.

  • AIA A201: The General Conditions of the Contract for Construction establishes the contractual framework between the owner and contractor. It outlines the responsibilities and rights of each party, detailing procedural rules that govern the project.
  • AIA A102: This is the Agreement between Owner and Contractor. It formalizes the understanding of the project, including the scope of work, contract sum, and timeline, providing a comprehensive overview of the contractual relationship.
  • AIA A310: The Bid Bond form is utilized to secure the contractor’s commitment to the bid. It ensures that if the contractor fails to enter into a contract, the owner is compensated for any financial loss.
  • AIA G701: The Change Order form documents any changes in the scope of work, contract sum, or time for completion. It is essential for maintaining formal agreements regarding modifications to the contract.
  • AIA G703: This is the Continuation Sheet for a Schedule of Values, providing detailed cost breakdowns of the entire project. It is often used in conjunction with payment applications to support billing and ensure transparency.
  • AIA G702: The Application and Certificate for Payment form is crucial for the payment process. It enables contractors to request payments from owners while certifying that the work completed meets the contract requirements.
  • AIA G620: This form is used for the Certificate of Substantial Completion. It signifies that a project has reached a stage where it can be used for its intended purpose, marking a key milestone in the contract timeline.
  • AIA G704: The Certificate of Final Completion serves to confirm that all work specified in the contract has been satisfactorily completed. It facilitates the final payment and release of retainage.
  • AIA E202: The Sustainable Project Statement identifies sustainable design intent and compliance measures. It is often integrated into contracts for projects aiming for sustainability certifications.
  • AIA B101: This is the Owner-Architect Agreement, which outlines the relationship and responsibilities between the owner and the architect. It is essential for defining the roles in design and construction processes.

In summary, while the AIA A305 form plays a significant role in the contractor qualification process, it often works in tandem with various other documents that support the broader construction contract lifecycle. Each of these forms addresses distinct aspects of the contractual relationship, ensuring clarity and accountability throughout the project duration.

Similar forms

The AIA A305 form, known as the Contractor's Qualification Statement, serves as a way for contractors to showcase their experience and capabilities. Its primary purpose is to provide potential clients with a clear understanding of a contractor's qualifications. Similarly, the AIA A201 form, which is the General Conditions of the Contract for Construction, establishes the overall relationship between parties involved in a construction project. Both documents set the groundwork for effective communication and understanding, though one focuses on qualifications while the other outlines contractual obligations.

Another related document is the AIA A102, which serves as a format for an agreement between the owner and contractor. Just like the A305, it involves detailed descriptions that foster transparency. The A102 focuses specifically on the financial aspects and project specifics, while the A305 emphasizes the contractor's past performance and stability.

The AIA B101 form, an Owner-Architect Agreement, shares a similar spirit with A305 in highlighting qualifications. In the A305, contractors express their ability to perform work, while the B101 allows architects to detail their qualifications. Both documents are designed to build trust and demonstrate competency in their respective roles.

The AIA A310 form, a Bid Bond, also connects to A305 by serving as a financial assurance mechanism. While the A305 assesses qualifications, the A310 guarantees that a contractor will enter a contract if selected. Both forms aim to reinforce confidence among project stakeholders, albeit from different angles.

AIA A232 is a form that examines the relationship between construction managers and contractors. Similar to A305, it focuses on key factors that affect project success. The A232 layout aims to clarify roles and responsibilities, much like how the A305 outlines a contractor's qualifications.

The AIA C401 form, which is for the Architect's Qualifications Statement, mirrors the A305's purpose. Both forms ask for detailed information to help clients make informed decisions. They help evaluate the competence of service providers, ensuring that only qualified individuals participate in significant projects.

Similarly, the AIA C620 form pertains to the Contractor Qualification Statement specific to mechanical contractors. Like A305, it seeks to detail capabilities and experiences relevant to that specific trade, ensuring the client's choice is backed by relevant expertise.

Finally, the AIA A133, the Standard Form of Agreement between Owner and Construction Manager, has qualities akin to the A305 form. Both documents focus on establishing solid relationships based on qualifications and experience. They serve as cornerstones to help define roles and expectations, setting the stage for successful project delivery.

Dos and Don'ts

When filling out the AIA A305 form, it’s important to approach the process carefully. Here are five things to keep in mind:

  • Do: Read the instructions thoroughly before you begin. Understanding what is required will save you time.
  • Don't: Leave any sections blank. If a question is not applicable, clearly indicate that instead of skipping it.
  • Do: Provide accurate and detailed information. This helps ensure the accuracy of the application and builds credibility.
  • Don't: Use vague language. Be specific about your experience and qualifications.
  • Do: Review your completed form carefully for errors or omissions before submitting it.

Taking these steps will help ensure that your submission is complete and that it reflects well on you as an applicant.

Misconceptions

The AIA A305 form, or Contractor's Qualification Statement, is an important tool in the construction industry. However, several misconceptions about this form can lead to confusion. Here are six common misunderstandings:

  • Misconception 1: The A305 form is only for contractors.

    • Many people believe the A305 is exclusively for contractors, but it's actually useful for subcontractors and other entities seeking to qualify for a project as well.

  • Misconception 2: Completing the A305 guarantees a contract.

    • Submitting the form does not mean you will automatically receive a contract. It simply presents your qualifications to the owner or general contractor.

  • Misconception 3: The A305 is the only qualification form needed.

    • The A305 is important, but other documents may also be requested, such as financial statements or references.

  • Misconception 4: The A305 form is the same across all states.

    • This form is based on national standards, but specific requirements can vary. Always check local laws and project specifications.

  • Misconception 5: Only large companies should use the A305.

    • Every company, regardless of size, can benefit from completing this form. Small contractors can showcase their qualifications just as effectively.

  • Misconception 6: The A305 does not need to be updated.

    • It’s critical to keep the information on the A305 current. Outdated details can lead to misunderstandings or lost opportunities.

Key takeaways

  • Purpose of the Form: The AIA A305 form is designed for contractors to provide their qualifications and experience to prospective clients. It emphasizes transparency and accountability in the selection process.
  • Accurate Information: Ensure that all information provided is accurate and up-to-date. Misrepresentation can lead to disqualification or damage to reputation.
  • Organizational Structure: Clearly outline your business structure. This might include sole proprietorships, partnerships, or corporations, as well as relevant ownership interests.
  • Experience and Projects: Highlight key projects that demonstrate your firm’s capabilities. Be specific about your role in each project, emphasizing successful outcomes and relevant experience.
  • Financial Stability: Provide financial information that reflects your company's stability. This may include banking references and proof of bonding capacity, which can reassure potential clients.
  • Submission Instructions: Follow all submission guidelines carefully. This ensures your A305 form is considered complete and can speed up the evaluation process.
  • Confidentiality: Be aware of the confidentiality of the information provided. Sensitive data should be shared cautiously to protect your interests.

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