ESBD_512616_1778613965529_Form 5 - Financial Questionnaire.docx
DOCX document 29 KB Posted
- Attached to
- 3202700015 Texas Conference for Employers
- Solicitation number
- 3202700015
- Issued by
- Bexar County, Texas
About this file
This is a Financial Questionnaire form for Request for Proposal (RFP) No. 3202700015 issued by the Texas Conference for Employers in partnership with the Texas Workforce Commission (TWC). The form requires respondents to complete a comprehensive financial assessment as part of the proposal submission process. Respondents must address eight specific areas of inquiry regarding their financial stability and operational structure, including disclosure of any bankruptcy filings or criteria met within the past five years, current defaults on loan or financial agreements, pending sales or acquisition activities planned within twelve months of the submission deadline, and detailed ownership structure presented in both narrative and graphical formats.
The questionnaire additionally requires respondents to disclose company founding and incorporation details including state of incorporation and incorporation date, headquarters location and any field offices supporting contract performance, total employee counts both locally and nationally with assignment locations for the TWC project, and prior contract history with Texas state agencies including contract terms and duties performed. For respondents with joint ventures, affiliates, or strategic alliances, the form mandates identification of ownership percentages and clarification that the entity performing the majority of work under the resulting contract must remain the primary bidder throughout the contract duration. Respondents must also detail their proposed operating structure and identify which entities will perform services under the solicitation.
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Text version
Request for Proposal (RFP) Form 5 – Financial Questionnaire 3202700015 Texas Conference for Employers 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 Response 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;
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; and
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.
| RFP No. RFP#3202700015 | Page 5 of 5 |
| Form 5: Financial Questionnaire | v. Dec 2025 |
File details come from the government source that posted it. Updated .