S02 Att08 Financial Disclosure Questionnaire IDIQ Abatement B0020.pdf

PDF 117 KB Posted

Attached to
Z1DA--578-26-004: IDIQ ACM Abatement Base
Solicitation number
36C25226B0020
Issued by

About this file

This is a Financial Disclosure Questionnaire template for Solicitation 36C25226B0020, issued by the Department of Veterans Affairs (VA), Network Contracting Office 12 for the 578-26-004 IDIQ Abatement Services contract.

Section A requires the prospective contractor to provide basic organizational information including company name, address, phone number, email, and the name and signature of the authorized representative requesting financial information. The contractor must submit this section to their financial institution for completion. Section B, to be completed by the financial institution, requests detailed financial information about the contractor including: banking institution name, account number and type, average account balance, line of credit availability and unused balance, relationship rating with the bank (Outstanding, Satisfactory, or Other), length of client relationship, most recent credit rating and date, entity that prepared the credit rating, and the provider's signature, title, and date. The document specifies that all comments are Source Selection Sensitive and prohibits the release of names of individuals providing reference information about the offeror's financial status.

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Text version

SOURCE SELECTION SENSITIVE

Solicitation 36C25226B0020 Page 1 of 1

578-26-004 IDIQ Abatement Services

Attachment 08 Financial Disclosure

Solicitation Attachment 8 Financial Disclosure Questionnaire

OFFEROR INSTRUCTIONS: Section A shall be completed by Offeror and submitted to Financial Institution requesting they complete and return to Offeror and included in the offer.

SECTION A:

Prospective Contractor for which information is being requested:

Contractor Name: __________________________________________________________________

Address: __________________________________________________________________

Phone Number: __________________________________________________________________ e-mail: __________________________________________________________________

Name & Signature of the Person ______________________________________________

Authorized to request financial information: ______________________________________________

FINANCIAL INSTITUTION INSTRUCTIONS: The Department of Veterans Affairs, Network Contracting Office

12 is considering the firm listed above for award of a VA contract. To be responsive to VA’s needs, it is requested that you complete this questionnaire and return it to the Offeror that it is included with their offer. Your comments are considered Source Selection Sensitive; the release of the names of individuals providing reference information about

Offeror’s financial status is prohibited

SECTION B:

Banking Institution: _________________________________________

Account number: ______________ Type of account:______________ Average balance:_____________

Do they have a Line of Credit? [ ] Yes [ ] No

What is their limitation: ________________________ Unused Balance: _________________

Relationship with the bank: [ ] Outstanding [ ] Satisfactory [ ] Other: __________________

How long have they been a client: ______________________________

What is their most recent credit rating: ______________________________

Date of most recent credit rating: ______________________________

Credit rating prepared by: ______________________________

Signature of Provider/Title: ______________________________

Date: ______________________________

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