AIA A305 PDF Template

AIA A305 PDF Template

The AIA A305 form is a document used to provide a contractor's qualifications and experience to potential clients. This form plays a critical role in the bid process by summarizing essential information about the contractor's past projects and overall capabilities. To learn how to fill out this important form, click the button below.

Overview

The AIA A305 form plays a crucial role in the construction industry, specifically designed to gather essential information about contractors and subcontractors. This form is used primarily for the purpose of prequalification, enabling project owners to assess a contractor's qualifications and suitability for a specific project. Containing a series of questions related to the contractor's experience, financial status, and available resources, the A305 offers insight into a contractor's track record and capabilities. It is an important tool that helps to ensure that only qualified contractors bid on projects, thereby enhancing the likelihood of successful project outcomes. Additionally, the form includes sections for detailing previous projects, listing references, and providing key personnel information. By thoroughly completing the A305, contractors can effectively showcase their strengths and contribute to a smooth bidding process.

AIA A305 Preview

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)

 

File Properties

Fact Name Detail
Form Purpose The AIA A305 form is used for contractor qualification. It helps owners assess the experience and financial reliability of contractors.
Origin The form is developed by the American Institute of Architects (AIA). It is widely recognized in the construction industry.
Availability The A305 form can be obtained from the AIA website or through AIA publications.
Required Information Contractors must provide details about their business structure, financial status, and relevant project experience.
State Law Compliance The use of the A305 form may be subject to state-specific regulations and requirements. It is important to check local laws.
Submission Audience The form is typically submitted to project owners or general contractors for prequalification purposes.
Confidentiality Information submitted may be treated as confidential between the contractor and the owner.
Validity While the form is not universally mandated, many project owners prefer its use to streamline their selection process.
Updates The AIA periodically updates forms. Contractors should ensure they are using the most current version of the A305.

Instructions on Utilizing AIA A305

To successfully complete the AIA A305 form, you will need various pieces of information about your company, including financial details and contact information. By following the steps outlined below, you’ll gather the necessary information and fill out the form accurately.

  1. Start by downloading the AIA A305 form from the official AIA website or a trusted source.
  2. Fill in your company name at the top of the form. Ensure this is the legal name of your business.
  3. Provide your business address. Include street, city, state, and zip code.
  4. Enter the contact information, including a phone number and email address.
  5. Identify the type of business entity. Specify if you're a sole proprietorship, partnership, corporation, etc.
  6. Complete the section on ownership. List the owner's names and their respective ownership percentages.
  7. Provide the date your company was established. This should reflect when your business legally started operations.
  8. Include your Federal Employer Identification Number (EIN) or Social Security Number if you are a sole proprietor.
  9. Detail your average number of employees. This might include full-time, part-time, and contracted positions.
  10. Outline your company's gross receipts for the last three fiscal years. This includes total revenue before expenses.
  11. Submit any required additional documents, such as financial statements, if prompted by the form.
  12. Review all the information for accuracy. Make sure there are no typos or missing details.
  13. Sign and date the form to certify that all information provided is true and complete.
  14. File or submit the completed form as per the requirements of the entity that requested it.

Important Facts about AIA A305

What is the AIA A305 form?

The AIA A305 form is a standard document developed by the American Institute of Architects (AIA) that contractors use to provide a comprehensive overview of their qualifications. Often referred to as the Contractor's Qualification Statement, it highlights a contractor's relevant experience, financial status, and capabilities. This form is essential for clients and project owners who want to evaluate a contractor's qualifications before awarding a contract.

Who needs to fill out the AIA A305 form?

Primarily, contractors seeking to bid on construction projects are required to complete the AIA A305 form. Whether they are general contractors, subcontractors, or specialty trades, all can benefit from presenting this information. Additionally, project owners and construction managers may request this form from contractors to determine their suitability for a specific project.

What information is included in the AIA A305 form?

The AIA A305 form gathers several key pieces of information. This includes the contractor's business structure, years in operation, financial statements, and a list of completed projects. The form also asks for references and details about the contractor's workforce, insurance, and bonding capacity. Together, this information helps project owners make informed decisions about their hiring options.

How does the AIA A305 form differ from other qualification forms?

The AIA A305 form stands out because it has been specifically designed for the construction industry by a recognized organization. While there are other qualification statements available—some created by individual states or organizations—the AIA A305 is widely accepted and respected. Its standardized format makes it easier for project owners to compare different contractors side by side.

Is the AIA A305 form legally binding?

No, the AIA A305 form is not legally binding. It serves as a tool for evaluation rather than a contract or agreement. However, it's important to provide accurate and truthful information when completing the form. Misrepresenting qualifications could damage a contractor's reputation and could have legal repercussions if clients choose to pursue claims based on false information.

Can the AIA A305 form be customized, or is it fixed?

While the AIA A305 has a standard format, contractors can sometimes add additional pages or details to enhance their presentation. Customization should be approached carefully. The core structure of the form should remain intact to maintain comparability. It's best to include supplemental information in a way that does not compromise the overall clarity of the form.

Common mistakes

When filling out the AIA A305 form, which is essential for subcontractors to provide information about their qualifications, several common mistakes can complicate the process. First, applicants often overlook essential sections, leading to incomplete submissions. Each part of the form serves a purpose, and missing details can delay evaluation and approval. It is crucial to review every section thoroughly to ensure all relevant information is included.

Another common error pertains to the accuracy of the financial information provided. Some individuals provide outdated or incorrect data, which can raise red flags during the assessment. Ensuring that financial statements and other numeric details are current and correctly reported is vital. Discrepancies in this area can result in disqualification or mistrust from potential clients.

Many individuals do not follow the specified guidelines for formatting and length when answering questions. The form has certain expectations for how information should be presented. Deviating from these guidelines, such as using excessive jargon or providing overly lengthy responses, can make it difficult for reviewers to assess qualifications clearly.

Another frequent oversight involves failing to collect adequate supporting documentation to accompany the form. The AIA A305 often requests backup materials, such as project examples and references. Neglecting to provide these documents can jeopardize the application, as reviewers may not have enough context to evaluate the contractor’s experience and capabilities.

Additionally, many applicants forget to proofread their responses. Simple mistakes, such as spelling errors or typos, can undermine the professionalism of the submission. Reviewing the form carefully and possibly having a colleague look it over can catch these issues before submission.

Finally, some contractors rush to submit the form without fully understanding the implications of their claims. Misrepresentation, whether intentional or not, can lead to significant consequences, including legal ramifications. It is essential to ensure that all information disclosed is accurate and reflects true capabilities and experiences. A thoughtful and meticulous approach to completing the AIA A305 form will often yield more favorable outcomes.

Documents used along the form

The AIA A305 form serves as a contractor's qualification statement, detailing the contractor’s experience and capabilities. Along with this form, several other documents are frequently used in construction projects to ensure transparency and clarity regarding roles and responsibilities. Below is a list of these documents, each playing a critical role in the contract process.

  • AIA A201 - General Conditions of the Contract for Construction: This document outlines the general conditions that govern the contract between the owner and the contractor, covering various operational aspects and expectations.
  • AIA A101 - Owner-Contractor Agreement: This form formalizes the agreement between the owner and the contractor, specifying project details, terms, and compensation.
  • AIA A102 - Standard Form of Agreement Between Owner and Contractor: Similar to A101, this document includes specific provisions for cost and scheduling, serving as a binding contract.
  • AIA A305 - Contractor’s Qualification Statement: Although it was the starting point, it’s important to highlight that this form collects essential information about the contractor's qualifications and experience.
  • AIA G702 - Application and Certificate for Payment: This document allows the contractor to apply for payment for work completed, detailing the amount due and any withholdings.
  • AIA G703 - Continuation Sheet: Used alongside G702, this sheet provides a detailed breakdown of the contractor’s work and payment history, facilitating the payment process.
  • AIA G624 - Certificate of Substantial Completion: This certificate is issued when the project reaches a stage where it can be used for its intended purpose, marking an important milestone in the project timeline.

When utilized together, these forms and documents create a robust framework that enhances communication and understanding among all parties involved in a construction project. Proper use of these documents can help prevent disputes and ensure the smooth progression of construction activities.

Similar forms

The AIA A305 form is a widely used document in the construction industry. It focuses on contractor qualifications. Here are nine other documents that share similarities with the AIA A305 form:

  • AIA A201 - This document outlines general conditions of the contract for construction, helping establish roles, responsibilities, and project guidelines. Similar to A305, it seeks to clarify relationships among parties.
  • AIA A132 - This is an agreement between the owner and contractor for a construction project. Like A305, it emphasizes the qualifications and roles required for successful project completion.
  • AIA A310 - The AIA A310 form is a bid bond form. It provides essential financial information similar to A305, helping project owners evaluate a contractor's reliability and stability.
  • AIA G702 - This application for payment document allows contractors to request payment for work completed. A305 aids in assessing qualifications, ensuring that a contractor's financial standing supports their payment requests.
  • AIA G706 - This document is a contractor’s affidavit of payment. It confirms that the contractor has paid their debts. Like A305, it contributes to the transparency and credibility required in construction projects.
  • AIA G701 - This form is an architect's supplemental instruction. It is similar to A305 in that it helps clarify project details and contractor capabilities reflecting the project requirements.
  • AIA A133 - This agreement is for construction management as agent. It emphasizes contractor qualifications, akin to A305, as it outlines the expectations and responsibilities in this unique management style.
  • AIA A195 - This is a contract for a project based on a stipulated sum. Like A305, it plays a significant role in outlining contractor requirements and qualifications essential for project execution.
  • AIA G701 - This is a request for supplementary instructions. This document, like A305, helps teams manage uncertainties by providing necessary clarifications and updates throughout the construction process.

Dos and Don'ts

When completing the AIA A305 form, it is important to follow specific guidelines to ensure accuracy and clarity. Here are some suggestions to keep in mind:

  • Do: Read the form instructions carefully before starting.
  • Do: Provide accurate and truthful information throughout the form.
  • Do: Ensure that all required sections are completed to avoid processing delays.
  • Do: Use clear and legible handwriting or type the responses to maintain readability.
  • Do: Double-check for spelling and grammatical errors before submission.
  • Don't: Omit any pertinent information; this can lead to misunderstandings.
  • Don't: Use abbreviations or jargon that may not be understood by all parties.
  • Don't: Leave any sections blank; if not applicable, indicate so clearly.
  • Don't: Submit the form without reviewing it for completeness.

Misconceptions

The AIA A305 form, also known as the Contractor's Qualification Statement, is important for construction professionals and clients alike. However, several misconceptions surround its use and purpose. The following list highlights ten common misconceptions about the AIA A305 form and clarifies them.

  1. The AIA A305 form is only for contractors. This form can be used by subcontractors and suppliers as well, as it provides essential qualifications for any party involved in construction projects.
  2. Completing the AIA A305 form guarantees a contract. Submission of this form does not guarantee that a contractor will be awarded a contract. It serves as part of the qualification process.
  3. The AIA A305 form is only required for large projects. While it is commonly used in large projects, it can also be important for smaller projects, depending on the client’s requirements.
  4. AIA A305 is the same as AIA A201. AIA A201 is a general conditions document, whereas AIA A305 focuses specifically on contractor qualifications.
  5. The form is too complex to fill out. While it requires detailed information, with proper preparation, it can be completed effectively by contractors of various sizes.
  6. All information on the A305 is confidential. Certain information may be shared with the client or project owners, especially if it’s necessary for evaluating qualifications.
  7. Submitting outdated information is acceptable. It is critical to provide current and accurate information to ensure the qualification assessment reflects the contractor's true abilities.
  8. The AIA A305 is only relevant during initial bidding. This form may also be required in later phases of a project for job progress assessments and additional qualifications.
  9. Only general contractors need to submit the A305 form. Other parties in the construction supply chain, such as specialty contractors and suppliers, also need to provide this documentation at times.
  10. AIA A305 form is not legally binding. While the form itself does not create legal obligations, the information provided can impact the outcome of bid evaluations and contract negotiations.

Understanding these misconceptions is crucial for all parties involved in construction projects. Accurate comprehension of the AIA A305 form fosters effective communication and ensures a smoother qualification process.

Key takeaways

Filling out the AIA A305 form is an important process for construction professionals. Here are some key takeaways to keep in mind:

  • Understand the purpose of the form. The A305 is used to provide information about your company’s financial status and experience when applying for a construction project.
  • Gather necessary information beforehand. You'll need details about your company's operations, financials, and previous projects to complete the form accurately.
  • Be clear and concise in your responses. Providing straightforward information helps the review process and builds credibility.
  • Review the completed form for accuracy. Mistakes can lead to delays in the bidding process or affect your reputation with potential clients.

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