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Form Specs

Fact Name Description
Purpose The AIA A305 form is used for a contractor's qualification statement, providing essential information about a contractor's capabilities and experience.
Common Use This form is often required by project owners or general contractors when selecting subcontractors for construction projects.
Standardization The AIA A305 form is standardized by the American Institute of Architects, ensuring consistency in the information provided by contractors.
Information Required Contractors must provide details about their financial status, project experience, and references to demonstrate their qualifications.
State-Specific Forms Some states may have specific requirements or variations of the A305 form. Always check local regulations.
Submission The completed A305 form is typically submitted along with other bidding documents during the procurement process.
Validity While the A305 form is widely accepted, its validity may depend on the specific requirements of the project or jurisdiction.

Dos and Don'ts

When filling out the AIA A305 form, it is essential to approach the process with care. Here are some important dos and don’ts to consider:

  • Do read the instructions carefully before starting. Understanding what is required can save time and prevent errors.
  • Do provide accurate and complete information. Ensure that all details are truthful and reflect your current business status.
  • Do use clear and concise language. Avoid unnecessary jargon to make your responses easily understandable.
  • Do double-check your work. Review the form for any mistakes or omissions before submission.
  • Don’t rush through the process. Taking your time can help you avoid common pitfalls.
  • Don’t leave sections blank unless instructed. If a question does not apply, indicate that appropriately rather than skipping it.

Common mistakes

  1. Inaccurate Information: Many individuals fail to provide accurate and complete information. This can include incorrect business addresses, wrong contact details, or outdated financial information. Such inaccuracies can lead to delays or even disqualification from bidding opportunities.

  2. Neglecting Required Attachments: The AIA A305 form often requires supporting documents, such as financial statements or resumes of key personnel. Omitting these attachments can result in an incomplete submission, which may negatively impact the evaluation process.

  3. Ignoring Instructions: Each section of the form comes with specific instructions. Failing to follow these can lead to misunderstandings or misinterpretations. For instance, some applicants might skip sections they believe are not relevant, only to find out later that those sections were crucial for their application.

  4. Rushing the Process: Many people rush through the form, thinking that speed will benefit them. However, taking the time to carefully review each section can make a significant difference. Errors made in haste often lead to costly mistakes.

Documents used along the form

The AIA A305 form, known as the Contractor's Qualification Statement, is a vital document in the construction industry. It helps project owners assess the qualifications and capabilities of contractors. Alongside the A305, several other forms and documents are commonly used to streamline the contracting process and ensure clarity in project execution. Below is a list of these documents, each serving a unique purpose.

  • AIA A201: This is the General Conditions of the Contract for Construction. It outlines the rights, responsibilities, and relationships between the parties involved in a construction project, providing a framework for the execution of the contract.
  • AIA A102: This form is the Standard Form of Agreement Between Owner and Contractor. It establishes the terms of the agreement, including scope, schedule, and payment, ensuring that both parties have a clear understanding of their obligations.
  • AIA G702: This is the Application and Certificate for Payment. It serves as a request for payment from the contractor to the owner, detailing the work completed and the amount due at each payment interval.
  • General Power of Attorney form: In Illinois, this legal document enables a person to appoint an agent to make decisions on their behalf concerning financial, real estate, and personal matters. Complete guidance and necessary forms can be accessed at formsillinois.com.
  • AIA G703: This form is the Continuation Sheet for G702. It provides a detailed breakdown of the work completed, allowing for transparency in billing and ensuring that all parties are aware of the progress made on the project.
  • AIA A310: The Bid Bond form is used to guarantee that the contractor will enter into a contract if awarded the project. It protects the owner from financial loss if the contractor fails to fulfill their obligations.
  • AIA G761: This is the Request for Information (RFI) form. It facilitates communication between the contractor and the owner or architect, allowing for clarification on project details that may be ambiguous or require further explanation.

Understanding these documents is essential for anyone involved in construction projects. Each form plays a critical role in ensuring that all parties are aligned and that the project runs smoothly from start to finish. Familiarity with these documents can enhance communication and reduce the likelihood of disputes, ultimately contributing to the success of the project.

Misconceptions

The AIA A305 form, officially known as the "Contractor's Qualification Statement," is a crucial document in the construction industry. However, there are several misconceptions surrounding its purpose and use. Below is a list of common misunderstandings:

  • It is only for large contractors. Many believe that only large construction firms need to fill out the A305 form. In reality, it is beneficial for contractors of all sizes to demonstrate their qualifications.
  • It guarantees winning a contract. Some think that submitting the A305 form ensures they will be awarded a contract. The form serves to provide information about qualifications but does not guarantee contract approval.
  • It is a one-time requirement. Many contractors assume that once they submit the A305 form, they will not need to do it again. However, updates may be necessary as company information changes or for different projects.
  • It only focuses on financial stability. While financial stability is a key aspect, the A305 form also assesses experience, safety records, and management capabilities.
  • It is the same as a bid proposal. Some confuse the A305 with a bid proposal. The A305 is not a bid; it is a qualification statement that provides background information to potential clients.
  • Only general contractors need to use it. Subcontractors can also benefit from completing the A305 form to showcase their qualifications to general contractors and project owners.
  • It is a lengthy and complicated process. Although the A305 form does require detailed information, it is designed to be straightforward and manageable for contractors to complete.
  • It is not necessary for public projects. Some believe that the A305 is only for private contracts. However, many public projects also require a qualification statement to assess potential contractors.

Understanding these misconceptions can help contractors navigate the qualification process more effectively and ensure they present their best selves to potential clients.

Preview - 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)

 

Key takeaways

Filling out the AIA A305 form can be straightforward if you keep a few key points in mind. Here are some important takeaways:

  1. Understand the Purpose: The AIA A305 form is a contractor's qualification statement. It provides essential information about a contractor's experience, financial stability, and ability to perform a project.
  2. Gather Necessary Information: Before starting, collect all relevant documents. This includes details about previous projects, financial statements, and references.
  3. Be Accurate and Honest: Ensure that all information provided is truthful and accurate. Misrepresentation can lead to disqualification from projects.
  4. Review Before Submission: Double-check the completed form for any errors or omissions. A thorough review can prevent delays in the qualification process.
  5. Keep a Copy: After submitting the form, keep a copy for your records. This can be useful for future applications or if any questions arise.

By following these takeaways, you can effectively fill out and use the AIA A305 form to enhance your chances of securing contracts.

Similar forms

The AIA A305 form is a widely used document in the construction industry, specifically designed for contractors to provide information about their qualifications. Several other documents serve similar purposes, helping to convey important details about a contractor's capabilities, experience, and financial standing. Below is a list of ten documents that share similarities with the AIA A305 form.

  • AIA A310 - This form is a bid bond form, which assures the project owner that the contractor will enter into a contract if selected. Like the A305, it focuses on the contractor's qualifications and reliability.
  • AIA G702 - This is an application and certificate for payment. It requires the contractor to provide information about the work completed, similar to how the A305 outlines qualifications and experience.
  • AIA G703 - This document serves as a continuation sheet for the G702, detailing the work completed and payments requested. It parallels the A305 in its emphasis on the contractor's performance history.
  • Standard Form of Agreement Between Owner and Contractor - This agreement outlines the terms of the relationship between the owner and contractor. Both documents address the contractor's qualifications and obligations.
  • Prequalification Questionnaire - Many organizations use this document to assess a contractor's suitability for a project. Like the A305, it collects information about the contractor's experience and financial stability.
  • Contractor’s Qualification Statement - This statement provides a detailed overview of a contractor's qualifications, similar to the A305. It includes information about past projects and financial data.
  • OSHA 300 Log - This log records workplace injuries and illnesses. While it focuses on safety, it indirectly relates to contractor qualifications, as safety records can impact a contractor's reputation.
  • Financial Statements - These documents present a contractor's financial health. They complement the A305 by providing insight into the contractor's ability to complete projects financially.
  • Experience Modification Rate (EMR) Letter - This letter indicates a contractor's safety performance and insurance costs. It aligns with the A305 in demonstrating a contractor's reliability and risk profile.
  • Divorce Settlement Agreement Form: To ensure an amicable resolution during divorce proceedings, download our detailed Divorce Settlement Agreement template to facilitate the equitable division of assets and responsibilities.
  • Project References - These documents provide testimonials from previous clients about a contractor's work. They serve a similar purpose to the A305 by showcasing the contractor's past performance and reliability.