Form 4-Financial Questionnaire.pdf
PDF 107 KB Posted
- Attached to
- 2026 Statewide Conference Exhibitor Services
- Solicitation number
- 3202600170
- Issued by
- Dallas County, Texas
About this file
This is a Financial Questionnaire form (Form 4) for the 2026 Statewide Conference Exhibitor Services contract opportunity with the Texas Workforce Commission (TWC). The solicitation requires respondents to provide comprehensive financial and organizational information as part of their proposal submission. Key requirements include disclosure of any bankruptcy filings or criteria met within the past five years, current defaults on loan or financial agreements, and any pending sales or acquisition transactions anticipated within twelve months of the proposal submission deadline. Respondents must also detail their ownership structure, including information on subsidiaries, affiliated companies, and joint ventures, with graphical representation of ownership percentages. The form requires identification of which entity will perform the majority of work under any resulting contract, company founding year and state of incorporation, headquarters and field office locations, employee counts both locally and nationally, and any prior contract history with Texas state agencies, including contract terms and duties performed.
The Financial Questionnaire does not contain pricing information, set-aside provisions, or incumbent contractor details within this document. Instead, it serves as a financial disclosure and organizational compliance instrument designed to assess the bidder's financial stability, corporate structure, and capacity to perform the exhibitor services. Respondents must provide detailed narratives and supporting documentation for each section, with provisions for additional pages if needed to fully explain their company's circumstances and proposed operating structure for service delivery under the resulting contract.
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Text version
FORM 4 – FINANCIAL QUESTIONNAIRE
3202600170 2026 Statewide Conference Exhibitor Services
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 Proposal 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.
| FORM 4 – FINANCIAL QUESTIONNAIRE |
| 3202600170 2026 Statewide Conference Exhibitor Services |
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