Example AIA Document A305 - Electronic Format

CONTRACTOR’S QUALIFICATION STATEMENT


THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES: CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO IT'S COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MY BE MADE BY USING AIA DOCUMENT D401.

This form is approved and recommended by The American Institute of Architects (AIA) and The Associated General Contractors of America (AGC) for use in evaluating the qualifications of contractors. No endorsement of the submitting party or verification of the information is made by the AIA or AGC.


The Undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading.

SUBMITTED BY: Bates Electrical Services">

 

Example AIA Document A305 - Electronic Format

CONTRACTOR’S QUALIFICATION STATEMENT


THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES: CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO IT'S COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MY BE MADE BY USING AIA DOCUMENT D401.

This form is approved and recommended by The American Institute of Architects (AIA) and The Associated General Contractors of America (AGC) for use in evaluating the qualifications of contractors. No endorsement of the submitting party or verification of the information is made by the AIA or AGC.


The Undersigned certifies under oath that the information provided herein is true and sufficiently complete so as not to be misleading.

SUBMITTED BY: Bates Electrical Services, Inc.

        [ X ] Corporation [ ] Partnership [ ] Individual [ ] Joint Venture [ ] Other

NAME: Bill Goldthorp, President

ADDRESS: 7901 Hopi Place Tampa, FL  33634

PRINCIPAL OFFICE: 7901 Hopi Place Tampa, FL  33634

 

TYPE OF WORK:

[ ] General construction [ ] HVAC [ ] Plumbing [X] Electrical [ ] Other

 

1. ORGANIZATION

      1.1 How many years has your organization been in business as a Contractor?

          17 years

      1.2 How many years has your organization been in business under its present business name?

          17 years

      1.2.1 Under what other or former names has your organization operated?

          None

      1.3 If your organization is a corporation, answer the following:

      1.3.1 Date of Incorporation: March 1985

      1.3.2 State of Incorporation: Florida

      1.3.3 President’s name: Bill Goldthorp

      1.3.4 Vice-President’s name(s): Diane Tupper, Pat Solley

      1.3.5 Secretary’s name: Bill Goldthorp

      1.3.6 Treasurer’s name: Bill Goldthorp

 

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.

          Electrical, Fire Alarm; EC0001305

      2.2 List jurisdictions in which your organization’s partnership or trade name is filed.

          Florida

 

3. EXPERIENCE

      3.1 List the categories of work that your organization normally performs with its own forces.

          Electrical, Fire Alarm

      3.2 Claims and Suits.

          3.2.1 Has your organization ever failed to complete any work awarded to it?

              No.

          3.2.2 Are there any judgments, claims, arbitration proceedings or suits pending or outstanding against your organizations or its officers?

              No.

          3.2.3 Has your organization filed any lawsuits or requested arbitration with regard to construction contracts within the last five years?

              No.

      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?

          No.

      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 schedule completion date.

          3.4.1 State total worth of work in progress and under contract.

              Upon Request

      3.5 On a separate sheet, list the major projects your organization has completed in the last five years, giving the name of the project, owner, architect, contract amount, date of completion and percentage of the cost of the work performed with your own forces.

          Upon Request

          3.5.1 State average annual amount of construction work performed during the past five years:

              Upon Request

      3.6 On a separate sheet, list the construction experience and present commitments of the key individuals of your organization.

      Upon Request

           

4. REFERENCES

      4.1 Trade References:

             Upon Request

      4.2 Bank References:

AmSouth BANK

      4.3 Surety:

          4.3.1 Name of bonding company:

N/A

          4.3.2 Name and address of agent:

N/A

5. FINANCING

      5.1 Financial Statement. (submitted upon request)

          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, materials inventory and prepaid expenses);

              Net Fixed Assets;

              Other Assets;

              Current Liabilities (e.g., accounts payable, notes payable, accrued expenses, provision for income taxes, advances, accrued salaries and accrued payroll taxes);

              Other Liabilities (e.g., capital, capital stock, authorized and outstanding shares par values, earned surplus and retained earnings).

               

          5.1.2 Name and address of firm preparing attached financial statement, and date thereof:

George Alexander
Certified Public Accountant

          5.1.3 Is the attached financial statement for the identical organization named on page one?

              N/A

          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 for the contract for construction?

          Yes.

 

6. SIGNATURE

      6.1 Dated this 25th day of January, 2002.

          Bates Electrical Services, Inc.

          By: Bill Goldthorp

          Title: President

Bill Goldthorp being duly sworn, deposes and says that the information provided herein is true and sufficiently complete so as not to be misleading.