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This document contains a financial questionnaire template for a prospective Navy contractor and details of a related federal contract opportunity for fencing projects. The financial questionnaire is to be completed by a financial institution for a firm being considered for award of a Navy contract. It requests information including the contractor's account numbers, average balances, lines of credit, relationship with the bank, and length as a client. The related federal contract opportunity is a solicitation from the Naval Facilities Engineering Command Southwest for indefinite quantity fencing projects at Navy and Marine Corps bases. The contract has a NAICS code of 238990, is set aside for disabled veteran owned small businesses, and involves furnishing labor, materials, equipment, and supervision for task orders that include pre-negotiated categorized services and incidental items for fence repair, removal and replacement projects.

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N62473-20-R-0030 RFP.pdf PDF
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Exhibit J JOC IDIQ SAMPLE SUBMITTAL REGISTER.docx DOCX document
Exhibit H GENERIC UFGS Guides for projects.docx DOCX document
Exhibit F Surety Form.docx DOCX document
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FENCING ELINS FOR RFP.xlsx XLSX spreadsheet
Exhibit C - PPQ.docx DOCX document
Exhibit G Revised RFI Form.docx DOCX document
Exhibit B - Experience - Offeror.docx DOCX document
Exhibit X Post-Award-Limitations-on-Subcontracting-Report.docx DOCX document
Exhibit D Safety Data 123019.docx DOCX document
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FINANCIAL QUESTIONNAIRE

(To be completed by Financial Institution and submitted by Offeror)

NAVFAC Southwest, FEAD San Diego is currently considering award of a Navy contract to this firm. Prior to award, the Navy requests the financial information listed below with regard to this firm. In order to be responsive to the Navy’s needs, it is requested that you complete this financial questionnaire with regard to this firm. Upon completion of the questionnaire it is requested that you place the completed questionnaire in a sealed envelope showing the return address of the financial institution and forward it to the Offeror shown below. The requested information must be received by the contractor no later than _______________________

Prospective Contractor for which information is being requested:

Name:
Address:
Phone Number:
Point of Contact::

Signature of Prospective Contractor or Contractor Representative Requesting Financial Information

Name of Financial Institution:
Address:
Phone Number:
Account Number:
Type of Account:
Average Balance Figure :

Does the Contractor have a line of credit? |_| Yes |_| No

What is the limitation?
Remaining Balance:

What is the Contractor’s relationship with the bank?

|_| Outstanding |_| Satisfactory |_| Other (explain):
How long has the Contractor been a client?
Name and Title of person providing the above information:

Signature of person providing the above information

Please provide any additional comments that may help determine the business and financial reputation and integrity of the prospective contractor on a separate sheet.

File details come from the government source that posted it. Updated .