2-EXHIBIT E - References Requested Worksheet.pdf
PDF 94 KB Posted
- Attached to
- Bond and Disclosure Counsel Services
- Solicitation number
- BFZ26-00029361
- Issued by
- Dallas County, Texas
About this file
This is a Professional Reference Checklist Template for the City of Dallas Request for Qualifications (RFQ) for Bond and Disclosure Counsel Services. The City is seeking experienced law firms to provide bond counsel services for municipal bonds and debt instruments, as well as disclosure counsel services for primary offerings and secondary market disclosures. The RFQ anticipates awarding one or more five-year Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts for bond counsel services to one or more law firms or teams, and one five-year ID/IQ contract for disclosure counsel services. Respondents must specify which group they are applying for: General Obligation Bond Counsel, Enterprise Bond Counsel, or Disclosure Counsel. Under no circumstances will a single law firm be awarded both bond counsel and disclosure counsel contracts. The City reserves discretion over the number of contracts awarded, whether contracts should be awarded to teams, and assignment of bond issues to various teams.
Respondents must submit three professional references on this template, providing detailed information about past engagements including client organization name, contact person, engagement type, dates of service, and descriptions of services provided. References should ideally reflect engagements similar in scope to the City of Dallas RFQ requirements. The template requires respondents to verify that all references are accurate and that listed individuals have agreed to provide reference information upon request. Services under the ID/IQ agreement will be ordered on an as-needed basis throughout the contract term. No pricing terms, incumbents, or specific funding information is detailed in this reference checklist template document.
View the file
Other files
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
City of Dallas – RFQ Professional Reference Checklist Template
Respondent Firm Name: __________________________________________ Contact Person: _________________________________________________ Phone Number: _____________________ Email: _____________________ RFQ Group Applied For:
☐ Bond Counsel – General Obligation ☐ Bond Counsel – Enterprise ☐ Disclosure Counsel
Reference No.____ [Please submit three].
• Client Organization Name: __________________________________________
• Contact Person Name & Title: ______________________________________
• Phone Number: _____________________
• Email Address: _____________________
• Mailing Address: __________________________________________________
• Type of Engagement:
☐ Bond Counsel ☐ Disclosure Counsel ☐ Other: _____________________________
• Date(s) of Engagement: ____________________________________________
• Description of Services Provided:
(Brief summary of legal services, type of bond or disclosure work, notable transactions, etc.)
• Was the engagement similar in scope to the City of Dallas RFQ?
☐ Yes ☐ No If no, explain: ________________________________________________________
Verification Statement
I hereby certify that the above references are accurate and that the individuals listed have agreed to provide reference information to the City of Dallas upon request.
Authorized Signature: __________________________________________ Printed Name & Title: __________________________________________ Date: _____________________
File details come from the government source that posted it. Updated .