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When engaging with the construction industry, understanding the necessary documentation can significantly impact project success. Among these crucial documents is the AIA A305 form, which plays a vital role in the qualification process for contractors. This form serves as a standard tool that helps owners and design professionals gather essential information about a contractor's financial stability, experience in the field, and overall capacity to undertake a specific project. By detailing qualifications, past project experience, and relevant references, the A305 not only facilitates informed decision-making but also enhances transparency in the contractor selection process. As construction projects become increasingly complex, a comprehensive understanding of the A305 form is imperative for all stakeholders, ensuring that contractors present themselves effectively in a competitive environment. Ultimately, the integrity of project execution often rests on the thoroughness of this single document, making it essential for contractors to fill it out accurately and completely.

AIA A305 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:

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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)

 

File Breakdown

Fact Name Details
Purpose The AIA A305 form is used for contractor qualification, aiding owners in assessing the capabilities of bidders.
Administering Body Published by the American Institute of Architects (AIA), this form facilitates uniformity in the contractor qualification process.
Common Usage Often utilized in the public and private sectors, the A305 helps in the vetting of contractors before awarding projects.
Information Required The form requests details about the contractor's financial status, experience, and organizational structure.
State Compliance While the A305 form is widely recognized, certain states may require additional information or specific local forms alongside it.
Governing Laws In states like California, the use of the A305 must comply with the California Business and Professions Code.
Confidentiality Information submitted via the A305 is generally treated as confidential, ensuring the protection of sensitive business data.
Expiration The A305 form itself does not expire; however, the information may become outdated and should be verified before use.

Guide to Using AIA A305

The AIA A305 form is necessary for contractors looking to provide a comprehensive business profile in the construction industry. This form captures important information and is typically used to support bids and proposals. Below are easy-to-follow steps to guide you through filling out this form effectively.

  1. Begin by downloading the AIA A305 form from a reliable source or the AIA website.
  2. Fill in the "Contractor's Name" section, ensuring you include the complete name of your business.
  3. Provide your business address in the designated field. Double-check that all information, including the city, state, and ZIP code, is accurate.
  4. In the "Contact Information" section, include a phone number and email address for easy communication.
  5. List the names of the partners, officers, or any key members of your organization in the appropriate area.
  6. Detail your business structure under the section labeled "Type of Business." Here, specify if you are a sole proprietorship, partnership, or corporation.
  7. Move to the "Licenses" section; here, input any relevant state or local licenses your company holds.
  8. Document previous projects in the "Project Experience" section. List key projects your company completed, providing descriptions, dates, and contact information for references.
  9. Address your financial stability and provide necessary information in the financial section. Include your bonding capacity and credit references.
  10. Review the entire form for any required signatures and dates. Ensure every section is complete before submitting.

Get Answers on AIA A305

What is the AIA A305 form?

The AIA A305 form is a document developed by the American Institute of Architects. It is used primarily to provide a contractor’s qualifications for a project. This includes essential information about the contractor's experience and capabilities. It helps owners and project managers assess whether a contractor is suitable for the job at hand.

Who should use the AIA A305 form?

This form is useful for contractors and subcontractors involved in construction projects. Owners and project managers may also use it to evaluate the qualifications of bidders when selecting contractors. Essentially, anyone involved in the contracting process can benefit from using this form.

What information is typically included in the AIA A305 form?

The AIA A305 form usually includes the following information:

  • Basic information about the contractor, such as name and address
  • Type of business organization (e.g. sole proprietorship, corporation)
  • Background and experience of the contractor
  • List of relevant projects completed
  • References from previous clients

Is the AIA A305 form required by law?

No, the AIA A305 form is not required by law. However, many owners and project managers prefer to use it as part of their selection process. It streamlines the process of gathering and comparing qualifications from different contractors.

How does the AIA A305 form help in the bidding process?

The AIA A305 form provides a clear and organized way to present a contractor’s qualifications. It enables project owners to quickly assess the strengths of various bidders. By comparing these forms, owners can make informed decisions based on each contractor's experience and expertise.

Can the AIA A305 form be customized?

How is the AIA A305 form submitted?

The AIA A305 form can typically be submitted in printed form. Some owners may accept digital submissions as well. It is important to follow the submission guidelines provided by the project owner or manager.

What happens after the AIA A305 form is submitted?

Once the AIA A305 form is submitted, the project owner or manager will review the information. They may contact the references provided or ask for further documentation. This process helps determine whether to move forward with the bidding process.

Are there any costs associated with completing the AIA A305 form?

There are typically no direct costs associated with filling out the AIA A305 form itself. However, contractors may incur indirect costs related to gathering information, obtaining references, or preparing supplementary documents. It’s wise to factor in these costs when submitting the form.

Common mistakes

Filling out the AIA A305 form can be a straightforward task, but many individuals still make common mistakes. One frequent error is neglecting to provide accurate company information. It is essential to include the correct legal name, business address, and contact details. Providing inaccurate details could lead to confusion or complications later.

Another common pitfall is failing to complete all sections of the form. Each section has its purpose and provides valuable information about the firm. Omitting sections not only weakens the application but could also result in delays in the approval process.

People often miscalculate their capacities, which can lead to overpromising on capabilities. Understanding your company's actual ability to handle projects is crucial. If you indicate that your firm can manage more than it realistically can, it may damage your reputation in the industry.

Many individuals also forget to sign and date the form. Without a signature, the form is considered incomplete. This simple oversight can hinder the entire submission process and cause unnecessary setbacks.

Inaccurate financial information is another frequent mistake. Some individuals may provide outdated or incorrect financial data, which can raise red flags for potential clients. Keeping your financial information current and accurate is vital for building trust.

Moreover, some people neglect to list their relevant experience in detail. Highlighting past projects and accomplishments demonstrates credibility and expertise. It's important to be specific—clients want to see relevant experience that aligns with their needs.

A failure to update the form regularly is another mistake. Business circumstances and capabilities can change over time. Each time you submit the A305, ensure that all information, including contact details and project experience, reflect the current state of your business.

Some individuals also miss the opportunity to include references. References can lend credibility to your application and speak to your qualifications. A lack of references may leave an impression of a firm lacking in connections or experience.

Lastly, individuals sometimes submit the form without clear labels or attachments. If you’re including additional documentation, make sure everything is clearly labeled and organized. Submissions that are difficult to navigate can lead to misunderstandings or even rejections.

Avoiding these common mistakes can significantly enhance the likelihood of success when submitting the AIA A305 form. Take your time, verify all information, and ensure that everything is clearly presented. A thorough and accurate submission makes a big difference in standing out in a competitive field.

Documents used along the form

The AIA A305 form, also known as the Contractor's Qualification Statement, is commonly used to provide essential information about a contractor's qualifications and experience. To complement this form, several other documents may come into play during the contractor's bidding or qualification processes. Here are some important forms and documents to consider:

  • AIA A201 - This document outlines the general conditions of the contract for construction, defining the responsibilities and expectations of both the owner and contractor.
  • AIA A133 - The Standard Form of Agreement Between Owner and Construction Manager, when the basis of payment is the Cost of the Work, outlines the relationship and duties between the owner and the construction manager.
  • AIA A401 - The Standard Form of Agreement Between Contractor and Subcontractor, which details the terms and conditions of the subcontractor's work for the contractor.
  • AIA G702 - The Application and Certificate for Payment is utilized by contractors to request payment for completed work and materials supplied.
  • AIA G703 - This document serves as a Continuation Sheet for the G702 form, providing detailed information about the work for which payment is being requested.
  • AIA G746 - This form is used to certify the completion of a portion of the work, which may be needed to determine payment for that completed portion.
  • Wage Determination - This document provides established wage rates that must be paid to workers on public projects, ensuring compliance with labor standards.

Understanding these documents can significantly enhance the contractor's preparation and performance during the bidding and execution phases of construction projects. Each form serves a purpose that contributes to a smoother workflow and compliance with contractual obligations.

Similar forms

  • AIA A201 – This document deals with general conditions of the contract for construction. Like the A305 form, it outlines responsibilities but focuses more on the contractual obligations rather than the qualifications.

  • AIA A102 – The A102 is a standard form of agreement between the owner and contractor. This resembles the A305 in that both documents establish vital terms; however, the A102 specifically details the contractual relationship while the A305 emphasizes the contractor's qualifications.

  • AIA B101 – This document is a standard agreement between an owner and architect. Similar to the A305, it delineates roles and expectations but focuses on architectural services instead of construction qualifications.

  • AIA A214 – The A214 form addresses supplemental general conditions. Much like the A305, it provides a framework for understanding obligations, but it includes additional, specific clauses that may apply to particular projects.

  • AIA A310 – This document is a bid bond form. It shares a goal with the A305 in providing assurance about a contractor's financial reliability, though the A310 specifically pertains to securing bids instead of detailing qualifications.

  • AIA G704 – The Certificate of Substantial Completion is another crucial document. While the A305 assesses qualifications, the G704 indicates when a project reaches substantial completion, thus highlighting different aspects of the construction process.

  • AIA G703 – This is the Continuation Sheet for a Certificate for Payment. Like the A305, it assists in project tracking, though it focuses on payment milestones rather than qualifications or experiences of the contractor.

  • AIA A201, Exhibit A – This exhibit addresses insurance requirements for project participants. Similar to the A305, it establishes expectations but focuses specifically on risk management and insurance rather than the contractor’s qualifications.

Dos and Don'ts

When completing the AIA A305 form, it is important to follow certain guidelines to ensure accuracy and completeness. Below are 10 recommended practices.

  • Do: Read the instructions carefully before starting.
  • Do: Provide accurate and truthful information.
  • Do: Keep your responses concise and to the point.
  • Do: Review the form for any errors or omissions.
  • Do: Use clear and legible handwriting if filling out by hand.
  • Don’t: Use vague language or generalizations.
  • Don’t: Leave any required fields blank.
  • Don’t: Provide outdated information.
  • Don’t: Rush through the process; take your time to ensure accuracy.
  • Don’t: Submit the form without a final review.

Adhering to these guidelines can help in the effective completion of the AIA A305 form, ensuring that it meets the necessary requirements.

Misconceptions

The AIA A305 form is an important document in the construction industry, often used for contractor qualification. However, several misconceptions surround its use that may lead to misunderstandings. Below are some common misconceptions, along with explanations for each.

  • 1. The A305 form is only for general contractors. Many believe this form is exclusive to general contractors. In reality, subcontractors and specialty contractors can also use it to demonstrate their qualifications.
  • 2. Completing the A305 guarantees winning a bid. Some assume that providing a completed A305 form ensures successful project bids. While it helps establish credibility, it does not guarantee selection, as other factors are also taken into account.
  • 3. The A305 form is a one-time requirement. Many think they must fill it out only once. However, contractors may need to complete it for multiple projects as clients may require an updated form for each new bid.
  • 4. The information provided is not verified. There is a misconception that the information on the A305 is taken at face value. In many cases, clients will verify the information provided, so accuracy is crucial.
  • 5. Only financial stability is important in the A305. Some individuals mistakenly believe that the form focuses solely on financial stability. In truth, the A305 also addresses experience, capacity, and past performance, all of which are essential for a comprehensive evaluation.
  • 6. The A305 is too complex to fill out. Many feel overwhelmed by the A305, thinking it is too complex to complete. However, the form is straightforward and can be filled out with careful attention to detail and preparation.

Understanding these misconceptions can enhance the effectiveness of using the AIA A305 form and lead to more informed decisions in the bidding process.

Key takeaways

The AIA A305 form is crucial for construction projects. This form is a Contractor's Qualification Statement and helps assess the capabilities of a contractor. Here are key takeaways about filling it out and using it:

  • Accurate Information: Provide truthful and precise details about your business. Misrepresentations can lead to disqualification.
  • Financial Stability: Be prepared to demonstrate your financial health. Include bank references and detailed financial statements.
  • Project Experience: Highlight previous projects similar in scope and size. Use specific examples to illustrate your expertise.
  • Safety Record: Include your safety performance. A good safety record enhances your credibility and trustworthiness.
  • Compliance with Laws: Ensure that your business complies with all relevant regulations. This can include licensing, bonding, and insurance requirements.