2-04 Form 3 Financial Questionnaire.pdf
PDF 97 KB Posted
- Attached to
- 3202600160 MLK Warehouse Gate Renovation
- Solicitation number
- 3202600160
- Issued by
- Texas
About this file
This is a Financial Questionnaire form required by the Texas Workforce Commission (TWC) for bidders responding to a solicitation for gate renovation and access control improvements at the MLK warehouse facility. The form requires bidders to provide comprehensive financial and organizational information to demonstrate stability and capability. Bidders must disclose any bankruptcy filings or criteria met within the past five years, current defaults on loan or financial agreements, and any pending sales or acquisition transactions planned within twelve months of the bid submission deadline.
The questionnaire mandates detailed disclosure of the bidder's ownership structure, including corporation type, subsidiaries, affiliates, and joint ventures, with ownership percentages clearly identified in both narrative and graphical formats. Bidders must also provide the year of company founding or incorporation, state of incorporation, headquarters location, field offices, total employee count (local and national), employee assignment locations for the TWC project, and complete history of prior contracts with any Texas state agencies including contract terms, duties performed, and the specific agency involved. The form explicitly requires that the entity performing the majority of work under any resulting contract must be the primary bidder throughout the contract duration.
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Text version
FORM 3 – FINANCIAL QUESTIONNAIRE
Bidder name: ________________________
The Bidder 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 Bid 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 Bidder is an affiliate of, or has a joint venture or strategic alliance with, another company, Bidder 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, Bidder 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;
e. 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;
f. The location of company headquarters and any field office(s) that may provide services for any resulting Contract under this Solicitation;
g. 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.
h. 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.
FORM 3 – FINANCIAL QUESTIONNAIRE
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