ESBD_556297_1790194453354_Form 4 - Financial Questionnaire.pdf
PDF 105 KB Posted
- Attached to
- Trinity 242T CCEL Office Buildout
- Solicitation number
- 3202700028
- Issued by
- Texas
About this file
This document is Form 4: Financial Questionnaire for RFP No. 3202700028, issued by the State of Texas for the Trinity 242T CCEL Office Buildout project. 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 acquisitions planned within twelve months following the response submission deadline, and detailed ownership structures including any subsidiaries, affiliates, or joint ventures with percentage ownership breakdowns. Additionally, respondents must identify the entity performing the majority of work under the resulting contract and describe the proposed operating structure for service delivery.
The questionnaire further requires respondents to provide the year of company founding and incorporation details, including the state of incorporation; the location of headquarters and any field offices that would support the contract; the total number of employees both locally and nationally and the locations from which staff would be assigned to the project; and a complete history of any prior contracts with Texas state agencies, including contract terms, duties performed, and the specific agency involved. No pricing information, set-asides, or funding amounts are specified in this financial questionnaire form, which serves primarily as a qualification and transparency document to assess the financial stability and organizational capacity of potential contractors.
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Text version
RFP No. 3202700028 Page 1 of 3 Form 4: Financial Questionnaire v. Dec 2025
Request for Proposal (RFP) Form 4 – Financial Questionnaire
3202700028 - Trinity 242T CCEL Office Buildout 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. 3202700028 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. 3202700028 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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