ESBD_527219_1781297148237_Form 5 - Financial Questionnaire.pdf

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Attached to
2027 Apprenticeship Conference
Solicitation number
3202700013
Issued by
Texas

About this file

This is a Financial Questionnaire form (Form 5) for RFP No. 3202700013 issued by the Texas Workforce Commission (TWC) for the 2027 Apprenticeship Conference. The form requires respondents to provide comprehensive financial and organizational information as part of their proposal submission. Respondents must disclose 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 response submission deadline, and detailed ownership structure including subsidiaries, affiliated companies, and joint ventures. Additionally, respondents must identify the year of company founding or incorporation, the state of incorporation if applicable, headquarters location and any field offices, total employee count at local and national levels, and locations from which employees will be assigned to the TWC project. The form also requires disclosure of prior contract experience with any Texas state agency, including contract terms, duties performed, and the specific agency involved.

The Financial Questionnaire emphasizes that the entity performing the majority of work under any resulting contract must be the primary bidder throughout the contract duration. For joint ventures or affiliates, respondents must identify ownership percentages for each member and the parent company. The form does not address pricing terms, set-asides, or funding mechanisms, as it is strictly a financial and organizational qualification document designed to assess the financial stability, structural integrity, and experience of potential vendors prior to contract award.

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Text version

RFP No. 3202700013 Page 1 of 3 Form 5: Financial Questionnaire v. Dec 2025

Request for Proposal (RFP) Form 5 – Financial Questionnaire

3202700013 2027 Apprenticeship Conference 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. 3202700013 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. 3202700013 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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