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This is a Financial Disclosure Questionnaire form (Attachment D) for Solicitation 36C25225R0004, Project 58521-115 Replace Boiler Plant, issued by the Department of Veterans Affairs Network Contracting Office 12. The form is designed to gather financial information about prospective contractors being considered for VA contract award.

The two-section form requires the offeror to complete Section A with their company information and authorized contact details, then submit it to their financial institution. The bank must complete Section B, providing details about the contractor's account type, average balance, line of credit information, relationship status with the bank, length of client relationship, and most recent credit rating. The completed form must be returned to the Contracting Officer (Kristi.Kluck3@va.gov) as part of the RFP submission. The information is considered Source Selection Sensitive and protected under FAR 15.506 regarding the confidentiality of reference providers.

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S02 Sol 0004 AttJ.6a of 7 VA 585-21-115 Final Bid Drawing Set 01AUG24 VOL.pdf PDF
S02 Sol 0004 AttJ.5c of 7 VA 585-21-115 Final Bid Drawing Set 01AUG24 VOL.pdf PDF
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S02 SOL 0004 AttI.3 SPECS_FINAL 585-21-115_01AUG24 VOL 3 of 3.pdf PDF
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Solicitation 36C25225R0004 Project 58521-115 Replace Boiler Plant Attachment D – Financial Disclosure Page 1 of 1

Financial Disclosure Questionnaire

OFFEROR INSTRUCTIONS: Section A shall be completed by Offeror and submitted to Financial

Institution requesting they complete and return to Contracting Officer (Kristi.Kluck3@va.gov)

SECTION A: Prospective Contractor for which information is being requested:

Contractor Name/Address: __________________________________________________________

Name & Signature of the Person

Authorized to request financial information: ______________________________________________

Phone Number: __________________________________________________________ e-mail: __________________________________________________________

The Department of Veterans Affairs, Network Contracting Office 12 is considering the firm listed above for award of a VA contract. In order to be responsive to VA’s needs, it is requested that you complete this questionnaire and return to the Offeror such that it is included with their RFP offer. Your comments are considered Source Selection Sensitive; therefore, you are advised that Federal Acquisition Regulation FAR-

15.506 prohibits the release of the names of individuals providing reference information about Offeror’s financial status.

SECTION B - FINANCIAL INSTITUTION INSTRUCTIONS:

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: ______________________________ mailto:Kristi.Kluck3@va.gov

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