The AIA A305 form is a standard document used in the construction industry to verify a contractor's qualifications. This form allows project owners and general contractors to assess the suitability of a subcontractor or contractor for a specific project. It provides essential information regarding the contractor's financial stability, experience, and capability to deliver.
In the complex world of construction, where projects hinge on detailed planning, financial trustworthiness, and solid experience, the AIA A305 form serves as a cornerstone document. Designed by the American Institute of Architects (AIA), this form is a comprehensive statement of a contractor's qualification. It plays a pivotal role in helping project owners and architects ascertain whether a contractor has the necessary resources, experience, and financial stability to complete a project successfully. By providing a standardized template for contractors to report their qualifications, the AIA A305 ensures transparency and facilitates the decision-making process for construction projects. The form covers various crucial aspects, including the contractor's business organization, financial resources, and project-related experiences, offering a holistic view of the contractor's capability to deliver on their commitments. As such, the AIA A305 is not just a form but a key instrument in building trust and ensuring that construction projects are placed in capable hands.
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:
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
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.
§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 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 .
(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.
AtA Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA
4
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.
§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
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.
§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
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
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 .
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.
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
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 .
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
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.
Once you've decided to take on a construction project, you will need to ensure that your contractors are fully capable and reliable. The AIA A305 form is an essential tool in this process, as it helps gather comprehensive information about a contractor's qualifications. Filling out this form accurately and thoroughly is crucial for making informed decisions. Here are the steps you need to follow to complete the AIA A305 form properly.
After you have finished filling out the AIA A305 form, submit it to the relevant party or authority that requested it. This step is crucial in advancing to the next phase of your construction project. By presenting a comprehensive and accurate account of your qualifications, you contribute to a trustworthy and transparent construction environment, paving the way for successful project collaborations.
What is the AIA A305 form used for?
The AIA A305 form is utilized as a Contractor's Qualification Statement. It serves as a standardized way for contractors to submit information about their qualifications, experience, and capabilities to potential clients or employers. This form helps in assessing the contractor's financial stability, work history, and suitability for a specific project.
Who needs to fill out the AIA A305 form?
This form should be completed by contractors who are seeking to bid on a project or are in the process of qualifying as vendors for potential employers. It is especially critical for projects where the contractor's experience, financial stability, and workforce capabilities are key considerations for the hiring party.
What type of information is required on the AIA A305 form?
The form requests detailed information about the contractor, including financial details, organizational structure, previous project experience, and references. Specific sections cover the contractor’s legal structure, financials, including bank references and bonding capacity, principal individuals in the firm, past projects similar in scope to the prospective project, and a list of references from past clients, architects, and financial institutions.
How does the AIA A305 form benefit the hiring party?
For the party looking to hire a contractor, the AIA A305 form provides a comprehensive view of the contractor’s qualifications and history. This organized format enables an easier comparison between potential contractors and helps in making an informed decision regarding whom to hire based on experience, financial stability, and project fit.
Is the AIA A305 form legally required?
No, the AIA A305 form is not legally required. However, it is widely recognized and used in the construction industry as a best practice for the procurement of contractors. Its use can help establish due diligence in the contractor selection process.
Can the AIA A305 form be submitted electronically?
Yes, the AIA A305 form can be submitted electronically. Many organizations and contractors prefer electronic submission for its convenience and efficiency. Ensuring that the form is completed thoroughly and signed (electronically, if applicable) is crucial for its acceptance.
How often should the AIA A305 form be updated?
It is recommended that the AIA A305 form be updated annually or as significant changes occur within the contractor's business. Regular updates ensure that the information presented is accurate and reflective of the contractor's current capabilities, financial status, and organizational structure.
The AIA A305 form is an essential document used in the construction industry, serving as a contractor's qualification statement. Completing it accurately is crucial to avoid potential delays or complications in the selection process. Common mistakes can easily undermine a contractor's qualifications, thus, being aware of these errors and avoiding them is key to a successful application. Here are ten mistakes often made on the AIA A305 form:
Not checking the form version: The American Institute of Architects periodically updates the AIA A305 form. Using an outdated version might mean missing new requirements or providing information that is no longer needed.
Skipping sections: Every section of the form is important. Leaving sections blank because they seem irrelevant can raise red flags to those reviewing the form.
Incomplete financial information: The financial health of a contractor is a vital consideration. Failing to provide comprehensive financial data, including assets, liabilities, and net worth, can be detrimental.
Overlooking the need for signatures: An unsigned AIA A305 form is incomplete. Ensuring that all necessary parties have signed where required is fundamental to its acceptance.
Incorrect project references: Providing inaccurate project details or choosing references that don’t showcase the contractor’s capabilities can negatively impact the assessment of the form.
Lack of specificity: Being vague about the contractor’s experience, services, or capacity can leave assessors with more questions than answers, potentially leading to the form being set aside in favor of more detailed submissions.
Forgetting to attach supporting documents: Often, the AIA A305 form requires the submission of additional documents. Failing to include these can lead to an incomplete application.
Not updating the form: Contractors who submit the AIA A305 form based on information that is no longer current risk providing a misleading picture of their qualifications and current status.
Misunderstanding questions: Misinterpreting the questions on the form can lead to incorrect answers, which can affect the overall evaluation of the contractor’s qualifications.
Ignoring the instructions: The AIA A305 form comes with specific instructions for completion. Not following these guidelines can result in errors in submission, impacting the contractor’s chances.
Avoiding these common mistakes requires a careful and thoughtful approach to filling out the AIA A305 form. A well-prepared submission not only showcases a contractor’s qualifications effectively but also signifies their attention to detail and commitment to professionalism. Therefore, taking the time to review and understand the form before submission is in the best interest of all contractors.
When it comes to managing construction projects, ensuring every detail is thoroughly documented is crucial for success. One commonly used form is the AIA A305, which helps to assess a contractor's qualifications. However, this form is often just a part of a larger suite of documents necessary for comprehensive project management and oversight. Below is a list of up to ten other forms and documents frequently utilized alongside the AIA A305 to provide a fuller picture of the project requirements and expectations.
Alongside the AIA A305 form, these documents work collectively to ensure all parties are fully informed and in agreement on project specifics, helping to minimize confusion and disputes. They form a comprehensive documentation framework that stands as the backbone of successful project management in construction. It's imperative for all involved parties to understand and properly manage these documents to uphold the integrity and efficiency of the project from start to finish.
The AIA A101 – Standard Form of Agreement Between Owner and Contractor: Similar to the AIA A305, the A101 document is used in the construction industry, serving as a contract between a project owner and the contractor. It outlines the terms of the construction agreement, including the scope of work, the time frame, and the payment structure. Both documents are integral to establishing clear expectations and responsibilities.
The AIA A201 – General Conditions of the Contract for Construction: This document complements the AIA A305 by providing a comprehensive set of general terms and conditions for construction projects. Effectively, the A305 can serve as a pre-qualification form for contractors, while the A201 elaborates on the legalities and responsibilities that govern the construction process.
The AIA A401 – Standard Form of Agreement Between Contractor and Subcontractor: The A401 functions similarly to the AIA A305 in that it is used to stipulate agreements between parties involved in construction projects. However, its focus is on the relationship between contractors and subcontractors. Like the A305, it establishes terms and expectations, but it does so for the subcontracting tier.
The ConsensusDocs 200 – Standard Agreement and General Conditions Between Owner and Constructor (Lump Sum): This document is akin to the AIA A305 in its role within construction project management, facilitating agreements between owners and builders. It outlines project specifics and payment terms. Despite originating from a different publishing body, its purpose aligns with that of the A305 in contributing to clear, organized project agreements.
The ConsensusDocs 221 – Contractor’s Statement of Qualifications: This document is directly comparable to the AIA A305, as both serve as qualification forms for contractors. They are utilized early in project negotiations to assess the capabilities and financial stability of contractors, ensuring that only qualified entities are considered for project bids.
The AGC Document No. 200 – Constructor’s Qualification Statement: Like the AIA A305, this form is also used to provide a comprehensive overview of a contractor’s qualifications, including their experience, financial information, and past project performance. Its usage ensures that constructors meet the necessary criteria for project consideration.
The DBIA 535 – Design-Build Request for Qualifications: Although focused on the design-build delivery method, the DBIA 535 serves a similar purpose to the AIA A305 by soliciting qualifications from teams. It is designed to assess both the design and construction capabilities of entities, ensuring they are equipped to handle the unique demands of design-build projects.
The Submittal Exchange Form: While not a standardized document from a specific organization, various submittal exchange forms exist within the construction industry to streamline the submission and review of documents, including qualification forms like the AIA A305. These forms aid in the efficient exchange of information between parties, supporting the qualification and selection process.
When preparing to fill out the AIA A305 form, it's essential to follow specific guidelines to ensure the documentation is completed correctly. Below are lists of what you should and shouldn't do during this process.
Do:
Don't:
The AIA A305 form, a comprehensive qualifier form for contractors seeking to demonstrate their qualifications to project owners, is surrounded by a number of misunderstandings. These misconceptions can cloud judgement and affect how both contractors and project owners approach the form. Let's address some of the most common misconceptions:
Understanding these misconceptions can help contractors and project owners approach the AIA A305 form with the seriousness and attention it deserves, ensuring a fair and accurate qualification process.
When it comes to the AIA A305 form, knowing the essentials can streamline the process both for contractors and the parties requesting this documentation. The AIA A305 form, widely recognized as the Contractor's Qualification Statement, serves as a standardized means for contractors to present their qualifications to project owners and architects. Here are some key takeaways to help navigate this important document effectively:
Effectively filling out and using the AIA A305 form can establish a strong foundation for a contractor’s project bids and client relationships. It's about more than just filling out a form; it's an opportunity to showcase professionalism and reliability in the competitive construction industry.
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