ESBD_450511_1756484242763_04_3202500203 Form 3 Financial Questionnaire.pdf

PDF 98 KB Posted

Attached to
Appriss Incarceration Data Set
Solicitation number
3202500203
Issued by
Texas

About this file

This document is a Form 3 Financial Questionnaire, likely for a Texas Workforce Commission (TWC) solicitation, designed to gather comprehensive financial and organizational information from potential bidders. The form requires detailed responses about the bidding company's financial history, including bankruptcy filings in the past five years, current loan defaults, potential ownership changes, corporate structure, founding date, headquarters location, employee count, and previous contract experience with Texas state agencies.

The questionnaire seeks in-depth disclosure of the bidder's ownership structure, including any affiliations, joint ventures, or strategic alliances, with specific requirements that the primary bidder must perform the majority of contract work. Bidders must provide both narrative and graphical representations of their organizational structure and specify which entities will perform services under the solicitation. The form is structured to assess the financial stability, operational capabilities, and potential risks associated with the bidding company, enabling the TWC to make an informed selection based on comprehensive organizational and financial transparency.

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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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