ESBD_494116_1772663743083_3202600075 FORM_4-Financial_Questionnaire.docx
DOCX document 34 KB Posted
- Attached to
- Trinity IT Closet HVAC
- Solicitation number
- 3202600075
- Issued by
- Travis County, Austin City, Texas
About this file
This is a Financial Questionnaire form for the Trinity IT Closet HVAC project submitted to the Texas state procurement system. The document requires respondents to provide comprehensive financial and organizational information as part of the solicitation process for HVAC services related to the Trinity IT Closet project (Solicitation ID 3202600075). Respondents must complete all required sections and may attach additional pages if necessary to fully address the inquiries.
The questionnaire addresses critical financial and operational details including bankruptcy history within the past five years, current loan or financial agreement defaults, pending business transactions such as company sales or acquisitions within twelve months of submission, and detailed ownership structure documentation in both narrative and graphical formats. Additionally, respondents must disclose joint venture arrangements with ownership percentages, the year of company founding and incorporation (including state of incorporation), headquarters and field office locations, total employee counts locally and nationally, and relevant prior contract experience with Texas state agencies including contract terms and specific duties performed. The primary entity performing the majority of work under any resulting contract must be identified as the primary bidder, and respondents must clearly outline their proposed operating structure for service delivery under the solicitation.
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Text version
FORM 4 – FINANCIAL QUESTIONNAIRE
3202600075 Trinity IT Closet HVAC 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 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;
a. 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;
b. The location of company headquarters and any field office(s) that may provide services for any resulting Contract under this Solicitation;
c. 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
d. 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.
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