ESBD_491040_1771539768794_04_Form 3 Financial Questionnaire.pdf
PDF 97 KB Posted
- Attached to
- MLK Warehouse Gate Renovation
- Solicitation number
- 3202600160
- Issued by
- Travis County, Austin City, Texas
About this file
This is a Financial Questionnaire form for bidders responding to a contract solicitation with the Texas Workforce Commission (TWC). The form requires bidders to provide comprehensive financial and organizational information as part of their proposal submission. Bidders must disclose any bankruptcy filings or meetings of bankruptcy criteria within the past five years, current defaults on loan or financial agreements, pending sales or acquisition transactions expected within twelve months of the bid submission deadline, and detailed ownership structure including subsidiaries, affiliates, and joint ventures with percentage ownership information. Additionally, bidders must describe their proposed operating structure and identify which entities will perform services under any resulting contract, with the requirement that the entity performing the majority of work must be the primary bidder.
The questionnaire further requires bidders to provide foundational company information including the year of founding or incorporation, state of incorporation, headquarters location, field office locations, total employee counts both locally and nationally, and the specific locations from which employees will be assigned to TWC projects. Bidders must also disclose prior contract history with any Texas state agency, including contract terms, duties performed, and the specific agency involved. This financial questionnaire serves as a critical evaluation tool to assess bidder financial stability, organizational structure, and experience with state agencies before contract award.
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Text version
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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