3-2. References Form.docx

DOCX document 22 KB Posted

Attached to
Financial Auditing Services
Solicitation number
269-2025-162
Issued by
Mecklenburg County, Charlotte City, North Carolina

About this file

This is a References Form document for a Financial Auditing Services contract opportunity with a city in North Carolina. The form requires companies bidding on the contract to provide a minimum of three to five client references. The city prefers references from organizations of similar size or where the company is performing similar services to those described in the solicitation; however, references from other individuals or companies capable of speaking to the company's performance are acceptable if comparable references are unavailable. Each reference entry requires documentation of the client name, main phone number, address, primary contact information including title, phone, and email, service dates, a summary and scope of the project, contract value, and the number of client employees.

The form provides a standardized template with identical fields repeated for each of the three reference entries, ensuring consistent information collection across all submitted references. No specific pricing terms, set-asides, incumbent information, or funding details are specified within this form document, as it functions solely as a reference submission vehicle for evaluating the qualifications and experience of bidding firms in delivering financial auditing services.

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Text version

REFERENCES

Companies shall utilize the format below to provide a minimum of three (3) to five (5) client references. The City’s preference is for references from organizations of similar size or where the Company is performing similar services to those described herein. If such references are not available, individuals or companies that can speak to the Company’s performance are adequate.

REFERENCE:

Name of Client: Main Phone:

Address:

Primary Contact:___________________________ Title:

Contact Phone:____________________ Contact E-mail: __ Service Dates:

Summary & Scope of Project:

Contract Value: $ Number of Client Employees:

REFERENCE:

Name of Client: Main Phone:

Address:

Primary Contact:___________________________ Title:

Contact Phone:____________________ Contact E-mail: __ Service Dates:

Summary & Scope of Project:

Contract Value: $ Number of Client Employees:

REFERENCE:

Name of Client: Main Phone:

Address:

Primary Contact:___________________________ Title:

Contact Phone:____________________ Contact E-mail: __ Service Dates:

Summary & Scope of Project:

Contract Value: $ Number of Client Employees:

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