ESBD_551408_1787335927324_Form 4 Financial Questionnaire.pdf
PDF 73 KB Posted
- Attached to
- Texas Conference for Employers
- Solicitation number
- 3202700027
- Issued by
- Texas
About this file
This is a Financial Questionnaire form (Form 4) for RFP No. 3202700027 issued by the Texas Conference for Employers. 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 with financial institutions or other entities, and any pending sales or acquisition transactions anticipated within twelve months following the response submission deadline. Additionally, respondents must detail their ownership structure, including information about any subsidiaries, affiliated companies, or joint ventures, with specified ownership percentages and identification of which entity will perform the majority of work under any resulting contract.
The questionnaire also requires respondents to provide foundational company information, including year of founding and incorporation details, headquarters location and any field offices, employee counts both locally and nationally with assignment locations, and previous contracting history with Texas state agencies. The entity performing the majority of work must be identified as the primary bidder, and respondents must clearly outline their proposed operating structure and which entities will perform the requested services. Unless the respondent is a governmental entity, all requested financial and organizational information must be completed, with additional pages allowed if necessary for comprehensive explanations.
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Text version
RFP No. 3202700027 Page 1 of 3 Form 4: Financial Questionnaire v. Dec 2025
Request for Proposal (RFP) Form 4 –
Financial Questionnaire
3202700027 Texas Conference for Employers Respondent name: ________________________
The Respondent must provide the following information unless it is a governmental entity. 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 has 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 with any financial institution, or other entity. If so, specify date(s), details, circumstances, and prospect resolution.
RFP No. 3202700027 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.
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;
RFP No. 3202700027 Page 3 of 3
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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