Attachment L3_Financial Responsibility Worksheet.pdf
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- Attached to
- XTLF 26-1017 Repair Roof F826
- Solicitation number
- FA3029-25-R-0009
About this file
Attachment L3 is a Financial Responsibility Worksheet for the federal contract opportunity FA3029-25-R-0009, designed to gather financial information about a potential contractor from their financial institution. The worksheet includes five key questions aimed at assessing the contractor's financial standing, such as outstanding loans, line of credit, average account balances, and willingness of the institution to continue doing business with the contractor.
The worksheet requires the financial institution to provide details on the contractor's financial history, including loan payment performance, credit line details, and average account balances. It also solicits additional commentary that might help determine the contractor's positive or negative financial standing. The form includes fields for the respondent's contact information, position, date, and signature, allowing for a comprehensive review of the contractor's financial responsibility.
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Text version
ATTACHMENT L3
FINANCIAL RESPONSIBILITY WORKSHEET
Request for Proposal: FA3029-25-R-0009
INSTITUTION:
ADDRESS:
SUBJECT: Financial Responsibility Questionnaire for
How long have you been doing business with (Contractor’s Name) ?
1. Do they have any loans outstanding with your institution? If so, have they ever had any payment problems?
2. Do they have a line of credit with your institution? If so, what is the pre-approved balance?
3. What is the average revolving monthly balance in checking or savings account with your institution? This does not have to be exact, but we would like to know if it is in the 3, 4, 5, 6, etc. figure range.
4. Would you continue to do business with ___(Contractor’s Name) in the future?
5. The above inquiries provide basic financial responsibility insight, but if you would like to add any further information that would help us determine positive / negative standing, please feel free to comment.
Completed By: Position:
Date: E-mail or Telephone:
Signature:
File details come from the government source that posted it. Updated .