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Misconceptions

The AIA A305 form is a commonly used document in the construction industry, specifically for contractor qualification. However, several misconceptions surround its use and purpose. Here are eight common misconceptions about the AIA A305 form, along with clarifications to help you better understand its role in the contracting process.

  • The AIA A305 form is only for general contractors. In reality, this form can be used by various types of contractors, including specialty contractors and subcontractors, to demonstrate their qualifications.
  • The AIA A305 form guarantees contract awards. This is not true. Completing the form does not ensure that a contractor will receive a contract; it merely provides information for evaluation.
  • The form is only needed for large projects. The A305 can be beneficial for projects of any size. Smaller projects often require the same level of qualification assessment as larger ones.
  • The AIA A305 form is a legal contract. The form is not a contract but rather a tool for assessing qualifications. It does not bind parties to any agreements.
  • Submitting the AIA A305 form is a one-time requirement. Contractors may need to submit this form multiple times for different projects or clients, as requirements can vary.
  • The AIA A305 form is too complex to fill out. While it requires detailed information, many contractors find it straightforward. Resources and examples are available to assist in completing it.
  • All clients require the AIA A305 form. Not all clients or projects will ask for this form. Requirements depend on the specific project and client preferences.
  • The AIA A305 form is outdated. The form is regularly updated to reflect current industry practices and standards, ensuring its relevance in today's construction environment.

Understanding these misconceptions can help contractors navigate the qualification process more effectively. By recognizing the true purpose and application of the AIA A305 form, contractors can better prepare themselves for successful project bids.

Detailed Steps for Filling Out AIA A305

Completing the AIA A305 form is an essential step for contractors seeking to provide their qualifications for a project. This form gathers important information about your company, including financial stability, experience, and resources. Follow these steps to ensure you fill it out correctly and thoroughly.

  1. Begin with the basic information section. Fill in your company's name, address, and contact information.
  2. Provide your business structure. Indicate whether your company is a corporation, partnership, sole proprietorship, or other type of entity.
  3. Complete the section on ownership. List the names of the owners and their respective ownership percentages.
  4. Detail your company's experience. Include a summary of your relevant projects, specifying the type of work, project value, and completion dates.
  5. List your company's financial information. This may include annual revenue, bonding capacity, and any relevant financial statements.
  6. Provide information about your workforce. Indicate the number of employees, their qualifications, and any specialized training they have received.
  7. Include references. Provide contact information for clients or project owners who can vouch for your work and reliability.
  8. Review the completed form for accuracy. Ensure all sections are filled out and double-check for any missing information.
  9. Sign and date the form. Make sure the signature is from an authorized representative of your company.

After completing the AIA A305 form, gather any supporting documents that may be required, such as financial statements or project lists. Ensure that you submit the form by the specified deadline to avoid any delays in the qualification process.

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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)

 

Dos and Don'ts

When filling out the AIA A305 form, it is important to follow certain guidelines to ensure accuracy and completeness. Here are some dos and don'ts to keep in mind:

  • Do read the instructions carefully before starting the form.
  • Do provide accurate and truthful information.
  • Do double-check all entries for errors or omissions.
  • Do include all required attachments and supporting documents.
  • Don't leave any sections blank unless instructed to do so.
  • Don't use abbreviations or acronyms that may not be understood.
  • Don't rush through the form; take your time to ensure everything is complete.

Following these guidelines will help ensure that the AIA A305 form is filled out correctly and efficiently.

Key takeaways

The AIA A305 form is a crucial document for contractors seeking to provide information about their qualifications. Here are some key takeaways to consider when filling out and using this form:

  • Purpose of the Form: The A305 form is designed to collect information about a contractor's qualifications and experience.
  • Accuracy is Key: Ensure all information provided is accurate and up-to-date to avoid any issues during the review process.
  • Comprehensive Information: Include details about past projects, financial status, and company structure to give a complete picture of your qualifications.
  • Signature Requirement: The form must be signed by an authorized representative of the contractor to validate the information provided.
  • Submission Process: Follow the specific submission guidelines outlined by the entity requesting the form, as they may vary.
  • Use as a Marketing Tool: A well-completed A305 can serve as a marketing tool, showcasing your capabilities to potential clients.
  • Review Before Submission: Always review the completed form for any errors or omissions before submitting it to ensure professionalism.

Similar forms

The AIA A305 form, often used in the construction industry, is similar to the AIA A310 form, which is a Contractor's Qualification Statement. Both documents serve to assess the qualifications of a contractor. They gather essential information about a contractor's experience, financial stability, and past performance. While the A305 focuses more on the contractor's history and capabilities, the A310 is specifically geared toward ensuring that the contractor meets the requirements for a particular project or bid. Essentially, both forms help project owners make informed decisions about which contractors to hire.

Another document akin to the AIA A305 is the AIA A201, which is the General Conditions of the Contract for Construction. While the A305 provides a snapshot of a contractor’s qualifications, the A201 outlines the legal framework and responsibilities of all parties involved in a construction project. Both documents are crucial for ensuring that the project runs smoothly. The A201 sets the ground rules, while the A305 helps determine who is capable of following those rules effectively.

The AIA G702 form, which is a Application and Certificate for Payment, shares similarities with the A305 in that both are essential for managing construction projects. The A305 assesses the contractor’s qualifications, while the G702 is used to request payment for work completed. Both documents require detailed information and play a critical role in the financial aspects of a project. They ensure that contractors are not only qualified to perform the work but also get compensated for their efforts in a timely manner.

The AIA A295 form, which is a General Conditions of the Contract for Design-Build, also bears a resemblance to the A305. While the A305 focuses on the contractor’s qualifications, the A295 addresses the contractual relationship and obligations in design-build projects. Both documents are vital in establishing clear expectations and responsibilities. They ensure that all parties are on the same page, which is essential for the successful completion of any construction endeavor.

Lastly, the AIA A312 form, which is a Performance Bond and Payment Bond, complements the A305 by providing financial security for the project owner. The A305 evaluates the contractor’s qualifications, while the A312 ensures that the contractor can fulfill their financial obligations. Both documents work together to protect the interests of the project owner. The A305 helps in selecting a capable contractor, and the A312 ensures that there is a financial safety net in place throughout the project.

Documents used along the form

The AIA A305 form is a widely used document in the construction industry, particularly for contractor qualifications. It provides essential information about a contractor's experience, financial stability, and capabilities. Alongside the A305, several other forms and documents are often utilized to ensure a smooth project execution. Here’s a list of common documents that complement the AIA A305 form:

  • AIA A201: This is the General Conditions of the Contract for Construction. It outlines the rights, responsibilities, and relationships of the parties involved in a construction project.
  • AIA A310: The Bid Bond form is used to guarantee that a contractor will enter into a contract if selected. It protects the project owner from financial loss if the contractor fails to fulfill their obligations.
  • AIA G702: This is the Application and Certificate for Payment. It allows contractors to request payment for work completed, and it includes a certification that the work meets contract requirements.
  • AIA G703: This is the Continuation Sheet for G702. It provides detailed breakdowns of the work completed and the amounts requested for payment, helping to clarify the payment application.
  • AIA A133: This form is used for a standard form of agreement between the owner and construction manager. It establishes the terms for a construction manager at risk project delivery method.
  • AIA A201: This document outlines the general conditions of the contract for construction. It details the legal obligations of all parties involved in the construction process.
  • AIA G614: This is the Owner-Architect Agreement. It establishes the relationship and responsibilities between the owner and the architect for a project.
  • AIA A102: This is the Standard Form of Agreement Between Owner and Contractor. It serves as the main contract for construction projects, detailing the scope of work and payment terms.
  • AIA G701: This is the Change Order form. It documents any changes to the original contract, including modifications in scope, price, or schedule.
  • AIA G710: This is the Architect's Supplemental Instructions form. It allows architects to issue instructions to the contractor that may not require a formal change order.

These documents work together to provide clarity and structure to construction projects. By understanding each form's purpose, contractors and owners can navigate the complexities of construction agreements more effectively.