ESBD_516499_1781278755552_Form 5 Financial Questionnaire.pdf
PDF 84 KB Posted
- Attached to
- Short Duration Training Events for VR Customers
- Solicitation number
- 3202600171
- Issued by
- Texas
About this file
This is a Financial Questionnaire form (Form 5) required as part of Request for Proposal No. 3202600171 issued by the Texas Workforce Commission (TWC) for Short Duration Training Events for VR Customers. Respondents must complete this form to provide financial and organizational information as part of their proposal submission. The questionnaire requests information regarding bankruptcy history within the past five years, current loan defaults or financial agreement violations, pending business transactions including sale or acquisition activities within the twelve-month period following the response submission deadline, and detailed ownership structure including any subsidiaries, affiliates, joint ventures, and strategic alliances with percentage ownership breakdowns.
Additional required information includes company founding and incorporation dates and state, headquarters location and any field offices providing services, total number of employees both locally and nationally with assigned project locations, and prior contract history with any Texas state agency including contract terms, duties performed, and the specific agency involved. The form emphasizes that the entity performing the majority of work under any resulting contract must remain the primary bidder throughout the contract duration, and respondents must provide both narrative and graphical representations of their proposed operating structure and identify which entities will perform the requested services.
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Text version
RFP No. 3202600171 Page 1 of 3 Form 5: Financial Questionnaire v. Dec 2025
Request for Proposal (RFP) Form 5 – Financial Questionnaire
3202600171 Short Duration Training Events for VR Customers
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.
RFP No. 3202600171 Page 2 of 3
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;
RFP No. 3202600171 Page 3 of 3
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.
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