AIA A305 Template Modify Form

AIA A305 Template

The AIA A305 form is a standard document used in the construction industry to provide a contractor's qualifications and experience. This form helps owners and architects assess a contractor’s ability to complete a project successfully. Understanding how to fill out this form can streamline the bidding process and enhance your chances of winning contracts.

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The AIA A305 form, also known as the Contractor's Qualification Statement, serves as an essential tool for contractors seeking to establish their qualifications and capabilities when bidding on construction projects. This form is designed to provide project owners, architects, and general contractors with a comprehensive overview of a contractor's experience, financial stability, and overall reliability. By detailing a contractor's past projects, references, and key personnel, the A305 form enables stakeholders to assess the contractor's ability to complete work on time and within budget. It includes sections that inquire about the contractor's history, organizational structure, and even their safety record, which are all critical factors in the decision-making process. Furthermore, the A305 form helps to standardize the qualification process, ensuring that all necessary information is collected in a uniform manner, thus streamlining evaluations and comparisons between different contractors. This form not only aids in fostering transparency in the bidding process but also promotes accountability within the construction industry, ultimately contributing to the successful execution of projects.

Instructions on How to Fill Out AIA A305

Filling out the AIA A305 form is an essential step for contractors seeking to provide their qualifications for a project. Completing this form accurately ensures that potential clients have a clear understanding of your experience and capabilities. Follow these steps to fill out the form correctly.

  1. Begin with your company information. Fill in your name, address, and contact details at the top of the form.
  2. Provide your business structure. Indicate whether your company is a corporation, partnership, or sole proprietorship.
  3. List your company’s ownership. Include the names of owners and their respective percentages of ownership.
  4. Detail your company’s experience. Include a summary of your relevant projects and any significant accomplishments.
  5. Outline your financial information. Provide your company’s annual revenue and bonding capacity.
  6. Include references. List at least three clients or projects that can vouch for your work quality and reliability.
  7. Review the form for accuracy. Ensure all sections are completed and that the information is truthful and current.
  8. Sign and date the form. Your signature confirms the accuracy of the information provided.

After completing the AIA A305 form, ensure you keep a copy for your records. Submit the form to the appropriate parties as required for the project you are pursuing. This step is crucial in establishing your qualifications and credibility in the bidding process.

Key takeaways

The AIA A305 form is an important document used in the construction industry, particularly for contractors. Here are some key takeaways to consider when filling it out and using it effectively.

  1. Purpose of the Form: The A305 form is designed to provide a contractor’s qualifications, including their experience, financial stability, and capacity to perform work.
  2. Accurate Information: Ensure that all information provided is accurate and up-to-date. Misrepresentation can lead to disqualification from projects.
  3. Financial Statements: Be prepared to include financial statements. These documents help demonstrate the contractor's financial health and ability to manage projects.
  4. Project Experience: List relevant project experience. Highlighting past projects helps establish credibility and showcases expertise.
  5. References: Include references from previous clients or partners. Strong endorsements can enhance your qualifications.
  6. Timeliness: Submit the form promptly. Delays in submission can hinder your chances of being considered for a project.
  7. Review Requirements: Familiarize yourself with the specific requirements of the project for which you are applying. Different projects may have unique criteria.
  8. Signature and Certification: Ensure the form is signed and certified by an authorized individual. This step is crucial for the form's validity.
  9. Keep Copies: Retain copies of the completed form and any supporting documents. This practice can be beneficial for future applications or audits.

Understanding these key aspects of the AIA A305 form can significantly improve your chances of successfully showcasing your qualifications in the competitive construction industry.

Documents used along the form

The AIA A305 form is a widely used document in the construction industry, specifically designed for contractor qualification. When completing this form, several other documents often accompany it to provide additional information and context. Below is a list of related forms and documents that are commonly used alongside 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 secure the bid submitted by a contractor. It ensures that the contractor will enter into a contract if awarded the project, providing financial protection to the project owner.
  • AIA G702: This is the Application and Certificate for Payment. It is used by contractors to request payment for work completed, detailing the amounts due and providing a summary of work performed.
  • AIA G703: The Continuation Sheet is often used in conjunction with G702. It provides a detailed breakdown of the work completed and the payment requested, allowing for transparency in billing.
  • AIA G704: This is the Certificate of Substantial Completion. It indicates that a project or a portion of a project is sufficiently complete, allowing the owner to occupy or utilize the space.
  • AIA G706: The Contractor’s Affidavit of Release of Liens is used to confirm that all subcontractors and suppliers have been paid, thereby protecting the owner from potential lien claims.

These documents collectively support the contractor's qualification process and ensure that all parties involved in a construction project are informed and protected. Utilizing these forms helps facilitate clear communication and accountability throughout the project lifecycle.

Sample - 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)

 

Dos and Don'ts

When filling out the AIA A305 form, it's important to approach the process with care. Here are some key do's and don'ts to keep in mind:

  • Do read the instructions carefully before starting. Understanding what is required will help you complete the form accurately.
  • Do provide complete and honest information. Transparency is crucial in ensuring the validity of your submission.
  • Do double-check your entries for accuracy. Simple mistakes can lead to delays or complications.
  • Do keep a copy of the completed form for your records. This will be useful for future reference.
  • Don't leave any sections blank unless instructed. Incomplete forms may be rejected or require additional follow-up.
  • Don't use jargon or overly complex language. Clarity is key to effective communication.
  • Don't rush through the process. Take your time to ensure everything is filled out correctly.
  • Don't forget to sign and date the form. An unsigned form is not valid and will not be processed.