12-3202600075 FORM 4-Financial Questionnaire.docx
DOCX document 34 KB Posted
- Attached to
- RFP 3202600075 Trinity IT Closet HVAC
- Solicitation number
- 3202600075
- Issued by
- Travis County, Austin City, Texas
About this file
This is a Financial Questionnaire form required for respondents to the Texas Workforce Commission's Request for Proposal 3202600075 for Trinity IT Closet HVAC. The solicitation seeks proposals to provide and install four Variable Air Volume (VAV) Heating, Ventilation, and Air Conditioning boxes for additional HVAC capacity at TWC's Trinity Facility IT Closets across floors 1 through 5. The project is located at the TWC Trinity Building at 1117 Trinity Street, Austin, Texas, with specific technical requirements detailed in the project's Drawing Set.
The Financial Questionnaire requires respondents to disclose comprehensive financial and organizational information, including any bankruptcy filings or criteria met within the past five years, current defaults on loan or financial agreements, pending sale transactions or acquisitions planned within twelve months of submission, and detailed ownership structure including subsidiaries, affiliates, and joint ventures with ownership percentages. Respondents must also provide company founding and incorporation details, headquarters and field office locations, employee counts both locally and nationally, employee assignment locations for the TWC project, and documentation of any prior contracts with Texas state agencies including contract terms, duties performed, and the specific agencies involved. The entity performing the majority of work must be identified as the primary bidder, with a proposed operating structure clearly delineating which entities will perform the work.
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Other files
| File | Type | Posted |
|---|---|---|
| 4-3202600075 Attachment 3 Evaluation Scoring Matrix 2 13 26.docx | DOCX document | |
| 5-Attachment 4-Proposal Submission Checklist.docx | DOCX document | |
| 2-TC Construction Architect Engineer Version (1-28-2026).docx | DOCX document | |
| 13-3202600075 - Form 5 Title Page.docx | DOCX document | |
| 8-3202600075 Attachment 7 - Project Drawings.pdf | ||
| 9-3202600075 - Form 1 Execution of Response.docx | DOCX document | |
| 10-3202600075 - Form 2 - Cost Proposal.docx | DOCX document | |
| 3-3202600075 UGCs 1-26-2026.docx | DOCX document | |
| 11-3202600075 - FORM 3 PAST PROJECT PERFORMANCE SHEET.docx | DOCX document | |
| 14-New vendor 1020.pdf | ||
| 7-Attachment 6- Prevailing Wage Scale.pdf | ||
| 1-3202600075 Solicitation Final 3-4-26.docx | DOCX document | |
| 6-3202500075 Supplementary General Conditions.pdf |
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Text version
FORM 4 – FINANCIAL QUESTIONNAIRE
3202600075 Trinity IT Closet HVAC Respondent name: ________________________
The Respondent must provide the following information. If more space is needed for the explanation, please attach additional page(s) as necessary:
a. Indicate if your company or any of its subsidiaries filed or met criteria for bankruptcy within the past five (5) years, if so, provide explanation.
b. Indicate if your firm is currently in default on any loan agreement or financial agreement institution, or other entity. If so, specify date(s), details, circumstances, and prospect resolution.
c. Identify if your company is currently for sale or involved in any transaction to expand or become acquired by another business entity during the next twelve (12) months following the submission deadline. If so, explain the impact both in organization and company director.
d. Ownership structure (e.g., corporation, partnership, LLC, or sole proprietorship), including any wholly owned subsidiaries, affiliated companies, or joint ventures. (Please provide this information both in a narrative and as a graphical representation.)
1. If Respondent is an affiliate of, or has a joint venture or strategic alliance with, another company, Respondent must identify the percentage of ownership of each joint venture member or affiliate and the percentage of the parent company’s ownership. The entity performing the majority of the work under any Contract resulting from this Solicitation, throughout the duration of the Contract, must be the primary bidder.
2. Finally, Respondent must provide its proposed operating structure for the services requested under this Solicitation and which entities (i.e., parent company, affiliate, joint venture, subcontractor) will be performing the services;
a. The year the company was founded and/or incorporated. If incorporated, please indicate the state where the company is incorporated and the date of incorporation;
b. The location of company headquarters and any field office(s) that may provide services for any resulting Contract under this Solicitation;
c. The number of employees in the company, both locally and nationally, and the location(s) from which employees will be assigned to TWC’s project; and
d. Indicate whether the company has ever been in contract with any Texas state agency. If “Yes,” specify the contract term, for what duties, and with which agency.
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