3-E. References Form.pdf

This is a References Form for the City of North Carolina's Investment Custodian and Trustee Services contract opportunity. The form requires prospective service providers to submit a minimum of three to five client references that demonstrate their qualifications and experience. The City prefers references from organizations of similar size or where the vendor is currently performing comparable services to those outlined in the solicitation. If such references are unavailable, references from individuals or companies capable of attesting to the vendor's performance are acceptable.

The References Form template requires vendors to provide detailed information for each reference, including the client name, main contact phone number, address, primary contact person's name and title, contact phone number and email address, service dates, a summary and scope of the project performed, contract value, and the number of client employees. This standardized format allows the City to systematically evaluate vendor experience and obtain verifiable information regarding past performance and service delivery capabilities relevant to investment custodian and trustee services.