S02 Sol R0036 AttD Financial Disclosure 578-25-003.docx

DOCX document 18 KB Posted

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Z1DA--578-25-003 Renovate Elevators B200 (Construction) at the Hines VA Hospital in Hines, IL
Solicitation number
36C25225R0036_3
Issued by

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This document is a Financial Disclosure Questionnaire for a Department of Veterans Affairs (VA) contract opportunity for elevator renovation at the Hines VA Hospital in Hines, Illinois. The solicitation (36C25225R0036) involves replacing elevators in Building 200, with the document designed to collect financial information from potential contractors through a two-section form. Section A requires the prospective contractor to complete identifying information and authorize a financial institution to provide confidential financial details, while Section B is completed by the banking institution to disclose account details, credit ratings, banking relationship status, and credit line information. The financial disclosure is part of the source selection process for the VA Network Contracting Office 12, with the information to be submitted alongside the Request for Proposal (RFP) and treated as source selection sensitive information.

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Financial Disclosure Questionnaire

OFFEROR INSTRUCTIONS: Section A shall be completed by Offeror and submitted to Financial Institution requesting they complete and return to Contracting Officer (Kristi.Kluck3@va.gov) SECTION A: Prospective Contractor for which information is being requested:

Contractor Name/Address:__________________________________________________________
__________________________________________________________
__________________________________________________________

Name & Signature of the Person Authorized to request financial information: ______________________________________________

Phone Number:__________________________________________________________
e-mail:__________________________________________________________

The Department of Veterans Affairs, Network Contracting Office 12 is considering the firm listed above for award of a VA contract. In order to be responsive to VA’s needs, it is requested that you complete this questionnaire and return to the Offeror such that it is included with their RFP offer. Your comments are considered Source Selection Sensitive; therefore, you are advised that Federal Acquisition Regulation FAR-15.506 prohibits the release of the names of individuals providing reference information about Offeror’s financial status.

SECTION B - FINANCIAL INSTITUTION INSTRUCTIONS:

Banking Institution: _________________________________________

Account number: ______________ Type of account: ______________ Average balance: ______________

Do they have a Line of Credit? [ ] Yes [ ] No

What is their limitation: ________________________ Unused Balance:_________________

Relationship with the bank: [ ] Outstanding [ ] Satisfactory [ ] Other: __________________

How long have they been a client: ______________________________

What is their most recent credit rating:____________________________________________________________
Date of most recent credit rating:______________________________

Credit rating prepared by: ______________________________

Signature of Provider/Title: ______________________________

Date: ______________________________

Solicitation 36C25225R0036 Project 578-25-003 Replace Elevators in Bldg 200 Attachment D – Financial Disclosure Page 1 of 1

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