_3 Appendix B _ Optimizing Staff RFQ _ Refere.pdf

PDF 276 KB Posted

Attached to
SRTA 27-001 Customer Service Staffing Optimization Operations and Support Services
Solicitation number
PE-92700-RFQC-2026-000000007
Issued by
Fulton County, Georgia

About this file

This document is a Reference Questionnaire (Appendix B) for Customer Service Staffing Optimization RFQ No. 27-001 issued by the State Road and Tollway Authority (SRTA). The questionnaire is designed to gather vendor qualification and past performance information from references provided by responding vendors. Respondents must submit completed questionnaires via email to procurement@srta.ga.gov by the response due date specified in the RFQ. The form requires references to document their role and responsibilities in working with the proposed vendor, the nature and duration of service engagements within the past five years, and specific details about services performed and primary vendor personnel involved.

The questionnaire employs a standardized 1-5 rating scale (Poor to Excellent) for evaluating vendor performance across ten critical areas: responsiveness, communication, technical expertise, execution of customer service center operations, quality of deliverables, adherence to schedule, adherence to budget, professionalism, collaboration, and responsiveness to feedback. References must also provide narrative responses addressing challenges encountered during engagements, vendor professionalism and collaboration quality, communication effectiveness, issue resolution capabilities, overall working relationships, and likelihood of future engagement. The document emphasizes that all information submitted is confidential and proprietary, subject to applicable public records laws, and may require redaction for public release. Vendors are instructed to clearly mark proprietary or confidential information and provide redacted versions when necessary.

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Customer Service Staffing Optimization RFQ No. 27-001

Appendix B - Reference Questionnaire

March 5, 2026 Page 1

CONFIDENTIAL AND PROPRIETARY

This document contains confidential commercial, financial, and proprietary information submitted to the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

Confidentiality Notice:

Information provided in this questionnaire will be used solely for procurement evaluation purposes and may be subject to applicable public records laws. Respondents should clearly mark any proprietary or confidential information and provide a redacted version suitable for public release if required.

This form is designed to gather information about the proposed vendor listed below to assist the State Road and Tollway Authority (SRTA) in evaluating qualifications and past performance.

Please complete all applicable sections and return the form via email to procurement@srta.ga.gov by the response due date indicated in the RFQ.

Vendor Information

Name of Proposed Vendor:

Reference Contact Information

Name:

Title:

Agency/Organization:

Business Address:

Email:

Phone:

mailto:procurement@srta.ga.gov

Appendix B - Reference Questionnaire

March 5, 2026 Page 2

CONFIDENTIAL AND PROPRIETARY

the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

Relationship and Role

Briefly describe your role and responsibilities in working with the above vendor, including the nature of your interactions and level of involvement.

March 5, 2026 Page 3 the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

Contact History

Has this vendor provided services to your organization within the past five (5) years?

Yes ☐

No ☐

If yes, please describe the services performed and identify the primary vendor personnel your organization interacted with during the engagement. Indicate whether those individuals are still employed by the vendor, if known.

What was the approximate length of the engagement (years)?

Appendix B - Reference Questionnaire

March 5, 2026 Page 4

CONFIDENTIAL AND PROPRIETARY

the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

1.1 Performance Evaluation

Using a scale of 1 (Poor) to 5 (Excellent), please rate the vendor in the following areas:

Evaluation Area 1 2 3 4 5

Responsiveness ☐ ☐ ☐ ☐ ☐

Communication ☐ ☐ ☐ ☐ ☐

Technical Expertise ☐ ☐ ☐ ☐ ☐

Execution of Customer Service Center Operations ☐ ☐ ☐ ☐ ☐

Quality of Deliverables ☐ ☐ ☐ ☐ ☐

Adherence to Schedule ☐ ☐ ☐ ☐ ☐

Adherence to Budget ☐ ☐ ☐ ☐ ☐

Professionalism ☐ ☐ ☐ ☐ ☐

Collaboration ☐ ☐ ☐ ☐ ☐

Responsiveness to Feedback ☐ ☐ ☐ ☐ ☐

Appendix B - Reference Questionnaire

March 5, 2026 Page 5

CONFIDENTIAL AND PROPRIETARY

the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

1.2 Challenges and Lessons Learned

Describe any challenges experienced during the engagement and how they were addressed.

Appendix B - Reference Questionnaire

March 5, 2026 Page 6

CONFIDENTIAL AND PROPRIETARY

the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

1.3 Professionalism, Collaboration, and Responsiveness

Describe the vendor’s professionalism, collaboration, and responsiveness throughout the engagement. In your response, comment on the quality of communication, effectiveness of issue resolution, and overall working relationship with your organization. Include specific examples where applicable.

March 5, 2026 Page 7 the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

1.4 Future Consideration

Would you engage this vendor again for similar work in the future? Yes ☐

No ☐

Please explain your response.

March 5, 2026 Page 8 the State Road and Tollway Authority (SRTA) solely for the purpose of evaluating vendor qualifications.

1.5 Additional Comments

Please share any other feedback or remarks that may assist SRTA in its evaluation.

1.1 Performance Evaluation
1.2 Challenges and Lessons Learned
1.3 Professionalism, Collaboration, and Responsiveness
1.4 Future Consideration
1.5 Additional Comments
Name of Proposed Vendor:
Name:
Title:
AgencyOrganization:
Business Address:
Email:
Phone:
Briefly describe your role and responsibilities in working with the above vendor including the nature of your interactions and level of involvementRow1:
If yes please describe the services performed and identify the primary vendor personnel your organization interacted with during the engagement Indicate whether those individuals are still employed by the vendor if knownRow1:
What was the approximate length of the engagement yearsRow1:
Describe any challenges experienced during the engagement and how they were addressedRow1:
Describe the vendors professionalism collaboration and responsiveness throughout the engagement In your response comment on the quality of communication effectiveness of issue resolution and overall working relationship with your organization Include specific examples where applicableRow1:
Please explain your responseRow1:
Please share any other feedback or remarks that may assist SRTA in its evaluationRow1:
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