ESBD_501915_1774883208383_Form 3- Financial Questionnaire.docx
DOCX document 31 KB Posted
- Attached to
- Restroom Floor Restoration
- Solicitation number
- 3202600124
- Issued by
- Texas
About this file
This is a Financial Questionnaire form for the Capitol Complex Restroom Floor Restoration project (Contract ID 3202600124) administered by the State of Texas. The form requires respondents to provide comprehensive financial and organizational information as part of the solicitation process. Respondents must disclose any bankruptcy filings or criteria met within the past five years, current defaults on loan or financial agreements, pending sale or acquisition transactions within twelve months of submission, and detailed ownership structure including subsidiaries, affiliates, and joint ventures with percentage ownership information. Additionally, bidders must identify the entity performing the majority of contract work, specify the year of company founding or incorporation and the state of incorporation, list headquarters and field office locations, provide employee counts both locally and nationally with assignment locations, and document any prior contracts with Texas state agencies including contract terms, duties performed, and agency names.
The questionnaire establishes that the entity performing the majority of work must be the primary bidder throughout the contract duration and requires bidders to explain their proposed operating structure and which entities will perform services. Respondents must present ownership information in both narrative and graphical formats. The form does not specify pricing terms, set-asides, contract duration, renewal options, or funding information in the questionnaire itself, as this document functions as a financial qualification screening tool rather than a pricing or award mechanism document.
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Text version
FORM 3 – FINANCIAL QUESTIONNAIRE
3202600124 Capitol Complex Restroom Floor Restoration 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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