9-Form 4-Financial Questionnaire.pdf
PDF 107 KB Posted
- Attached to
- 2026 Statewide Conference Exhibitor Services
- Solicitation number
- 3202600170
- Issued by
- Dallas County, Texas
About this file
This is a Financial Questionnaire form submitted by respondents to the Texas Workforce Commission (TWC) for the 2026 Statewide Conference Exhibitor Services opportunity in Dallas, Texas. The form requires respondents to provide comprehensive financial and organizational information as part of the proposal evaluation process. Key documentation requirements include disclosure of any bankruptcy filings or criteria met within the past five years, current default status on loan or financial agreements, and notification of pending business transactions such as company sales or acquisitions planned within twelve months of the proposal submission deadline.
Respondents must also submit detailed ownership structure information in both narrative and graphical formats, including identification of parent companies, subsidiaries, affiliated companies, and joint ventures with specified ownership percentages. Additional mandatory disclosures include company founding and incorporation dates and state of incorporation, headquarters and field office locations, total employee count both locally and nationally with assigned project locations, and prior contract history with any Texas state agencies including contract terms and duties performed. The entity performing the majority of work under any resulting contract must be the primary bidder, and respondents must clearly identify which entities will perform services under the resulting contract.
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Text version
FORM 4 – FINANCIAL QUESTIONNAIRE
3202600170 2026 Statewide Conference Exhibitor Services
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 Proposal 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;
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;
and
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 4 – FINANCIAL QUESTIONNAIRE |
| 3202600170 2026 Statewide Conference Exhibitor Services |
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