2-General Questionnaire.docx

PROPOSER’S GENERAL QUESTIONNAIRE

NOTICE: WITH FEW EXCEPTIONS, INDIVIDUALS ARE ENTITLED ON REQUEST TO BE INFORMED ABOUT THE INFORMATION THAT GOVERNMENTAL BODIES OF THE STATE OF TEXAS COLLECT ABOUT SUCH INDIVIDUALS. UNDER SECTIONS 552.021 AND 552.023, GOVERNMENT CODE, INDIVIDUALS ARE ENTITLED TO RECEIVE AND REVIEW SUCH INFORMATION. UNDER SECTION 559.004, GOVERNMENT CODE, INDIVIDUALS ARE ENTITLED TO HAVE GOVERNMENTAL BODIES OF THE STATE OF TEXAS CORRECT INFORMATION ABOUT SUCH INDIVIDUALS THAT IS INCORRECT.

PROPOSALS MUST INCLUDE RESPONSES TO THE QUESTIONS CONTAINED IN THIS PROPOSER’S GENERAL QUESTIONNAIRE. Proposer should reference the item number and repeat the question in its response. In cases where a question does not apply or if unable to respond, Proposer should refer to the item number, repeat the question, and indicate N/A (Not Applicable) or N/R (No Response), as appropriate. Proposer will explain the reason when responding N/A or N/R.

1.1 Proposer Profile

1.1.1. Legal name of Proposer company:

Address of principal place of business:

Address of office that would be providing service under the Agreement:

Name of primary contact:

Primary contact phone number:

Primary contact email:

Number of years in business:

State of incorporation:

Number of employees:

Annual Revenues Volume:

Name of Parent Corporation, if any ______________________________ NOTE: If Proposer is a subsidiary, University prefers to enter into a contract or agreement with the Parent Corporation or to receive assurances of performance from the Parent Corporation.

1.1.2. State whether Proposer will provide a copy of its financial statements for the past two (2) years, if requested by University.

1.1.3. State whether Proposer can provide a financial rating of the Proposer entity and any related documentation (such as a Dunn and Bradstreet analysis) that indicates the financial stability of Proposer, if requested by University.

1.1.4. Is Proposer currently for sale or involved in any transaction to expand or to become acquired by another business entity? If yes, Proposer will explain the expected impact for the organization.

1.1.5. Proposer will provide any details of all past or pending litigation or claims filed against Proposer that would affect its performance under the Agreement with University (if any).

1.1.6. Is Proposer currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? If yes, Proposer will specify the pertinent date(s), details, circumstances, and describe the current prospects for resolution.

1.1.7. Does any relationship exist (whether by family kinship, business association, capital funding agreement, or any other such relationship) between Proposer and any employee of University? If yes, Proposer will explain.

1.1.8. Proposer will provide the name and Social Security Number for each person having at least 25% ownership interest in Proposer. This information will be used for the purpose of determining whether an owner of Proposer with an ownership interest of at least 25% is more than 30 days’ delinquent in paying child support, pursuant to Section 231.006, Family Code. Further disclosure of this information is governed by the Texas Public Information Act, Chapter 552, Government Code, and other applicable law.

1.1.9. Proposer will provide the name, phone number, and email address of Proposer’s point of contact person for the Scope of Work.

1.2. Proposer’s Experience and Qualifications

1.2.1. Proposer will provide written summary of corporate background and experience, including Proposer’s capabilities, staffing, equipment, etc.

1.2.2. Proposer will provide summary resumes for its proposed key personnel who will be providing services under the Agreement with University, including number of years of employment with Proposer.

1.2.3. Proposer will provide licenses, certifications, and other relevant credentials for proposed key personnel who will be providing services under the Agreement with University.

1.3. Extent to Which Goods or Services meet University Requirements

1.3.1. Proposer will describe office locations and capacity of those locations to service The University of Texas at Dallas campus locations. Any limitations to servicing a specific campus location should be clearly identified.

1.3.2. Proposer will provide availability information as requested below:

1.3.3. Proposer will describe any difficulties it anticipates in performing its duties under the Agreement with University and how Proposer plans to manage these difficulties. Proposer will describe the assistance it will require from University.

1.4. Proposer’s Reputation and Past Performance on Representative Projects

1.4.1. Proposer will provide a minimum of three (3) references for customers who have used services in the past five (5) years that are similar to those included in the scope of work, and that demonstrates the Proposer’s capability to provide the proposed services. Please include the nature of the services provided or scope of activities, name of organization, and contact information (name, phone number and email address). Where possible, focus should be placed on relevant experience with government entities.

1.4.2. Proposer will provide a brief description about current and/or past relationship of providing services similar to those required by University’s RFP for the University of Texas at Dallas, or any other University of Texas System campus.

1.5. Cost of Goods or Services

1.5.1. Proposer will provide a cost breakdown for services.

1.5.2. Proposer will provide a work plan with key dates and milestones.

1.6. Miscellaneous

1.6.1. Proposer will provide a list of any additional services or benefits not otherwise identified in this RFP that Proposer would propose to provide to University. Additional services or benefits must be directly related to the goods and services solicited under this RFP.