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Request Information

Company  
Mailing Address  
City  
State  
Zip Code  
Phone Number  
Fax Number  
E-Mail Address  
     

Project Information

Project Name  
Location  
Job Description  
Owner or Obligee  
Obligee's Contact  
Obligee's Mailing Address  
Obligee's City  
Obligee's State  
Obligee's Phone Number  
Contact Date  
     

Contract Information

Bid Date  
Estimated Contract Amount  
Percent of Contact Amount (5%, 10% or other)  
     

Contractors Questionaire

Name of Firm  
Mailing Address  
City  
State  
Zip Code  
Phone Number  
Federal Tax ID Number  
Year Business Started  
Business Type (Proprietor, Partner, Corp, Subs)  
Date of Incorporation  
Assumed Control  
Contract Specialty  
Market Area  
Corporate Officers  
Affiliates  
Buy/Sell Agreement (Yes or No)  
How It Is Funded  
     

Organization and Work Programs

Number of Employees  
Number of Work Crews  
List of Key Personnel  
Percent of Firms Work Program (Government)  
Percent of Firms Work Program (Private)  
Single Job Size Limit  
Largest Backlog Amount  
Year of Largest Backlog Amount  
Next Years Expected Volume  
Percent of Normal Trades Undertaken  
Percent Normally Subbed Out  
What Trades Are Subbed Out  
Are Subs Bonded (Yes or No)  
Does Your Firm Own The Necessary Equipment To Perform Anticipated Work Program
(Yes or No)
 
Lease Equipment (Yes or No)  
Are You Involved In Real Estate Development  
Is Your Firm Union (Yes or No)  
     

Financial

CPA Name  
Mailing Address  
Fiscal Year End Date  
Statement Type (Audit, Review, Compilation)  
Prepared (Cash, Accrual)  
Percent of Completion  
On What Basis Are Taxes Paid
(Cash, Acrual, Comp, Contracts)
 
     

Bank Information

Name of Bank  
Mailing Address  
Phone Number  
Contact Person  
Line of Credit  
Expiration Date  
How Is The Credit Line Secured  
     

Insurance

Value  
Name  
Beneficiary  
Amount  
Cash  
Are Any Of The Above Policies Assigned
(Yes or No)
 
Which Policies Are Assigned  
To Whom Are The Policies Assigned  
     

Legal

Name of Legal Counsel  
Mailing Address  
Has your firm or any of its principals failed to complete a job, caused a loss to a surety, petitioned for bankruptcy, or failed in business? If so, explain.  
Are there any liens for labor or materials filed on any of your contractors, or do you have any disputes over a contract or payment for labor and materials? If so, explain.  
     

References

Name of Bonding Companies  
Largest Amount Bonded  
Reason For Leaving  
Largest Contract In Last 5 Years  
Second Largest Contract In Last 5 Years  
Third Largest Contract In Last 5 Years  
Largest Major Supplier  
Second Largest Major Supplier  
Third Largest Major Supplier  
Contractor/Sub Who You've Worked With  
Contractor/Sub Who You've Worked With  
Contractor/Sub Who You've Worked With  
Additional Questions/Comments  
   

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