4-07. Business Reference Form.pdf

51 KB Posted

Attached to
Risk Management Insurance Broker
Solicitation number
IB-2026 RFSQ
Issued by
Cherokee County, Georgia

About this file

Written by GovTribe AI ·

This is a Business Reference Form used by the Cherokee County School District (CCSD) in Georgia as part of its procurement process for a Risk Management Insurance Broker. The form requests vendor information and documentation of past business experience, requiring bidders to provide details on up to eight previous clients or business references. For each reference, vendors must supply the business name, contact person, address, phone number, email, service dates (begin and end), and a description of services performed. The form includes a dedicated section for vendors to document any past experience working directly with the Cherokee County School District, allowing the district to evaluate the bidder's relevant history and track record. All information provided is subject to verification by the school district based on the submitted details.

The Business Reference Form serves as a qualifications and evaluation tool within CCSD's broader Request for Qualifications (RFSQ) for Risk Management Insurance Broker services, which seeks qualified firms to present broker qualifications and conceptual submittals for property and casualty insurance programs. The form does not address pricing terms, funding sources, or contract award amounts, as these elements are typically addressed in separate procurement documents. The reference verification process allows CCSD to assess vendor credibility and capability prior to final broker selection, with all inquiries regarding the RFSQ to be submitted through the Euna Procurement Message Center.

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Cherokee County School District Business Reference Form

Vendor Name:

Contact Name:

1. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

2. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

3. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

4. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

5. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

All information collected in this form is subject to being verified based on the information provided.

rev. 5.24.2024

Cherokee County School District Business Reference Form

1. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

2. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

3. Business Name:

Contact Name:

Address:

Phone:

Email:

Begin Date: End Date:

Service Performed:

PAST EXPERIENCE WITH THE CHEROKEE COUNTY SCHOOL DISTRICT

rev. 5.24.2024

Sheet1

Vendor Name:
Contact Name:
Business Name:
Contact Name_2:
Address:
Phone:
Email:
Begin Date:
End Date:
undefined:
Business Name_2:
Contact Name_3:
Address_2:
Phone_2:
Email_2:
Begin Date_2:
End Date_2:
undefined_2:
Business Name_3:
Contact Name_4:
Address_3:
Phone_3:
Email_3:
Begin Date_3:
End Date_3:
undefined_3:
Business Name_4:
Contact Name_5:
Address_4:
Phone_4:
Email_4:
Begin Date_4:
End Date_4:
undefined_4:
Business Name_5:
Contact Name_6:
Address_5:
Phone_5:
Email_5:
Begin Date_5:
End Date_5:
undefined_5:
Business Name_6:
Contact Name_7:
Address_6:
Phone_6:
Email_6:
Begin Date_6:
End Date_6:
undefined_6:
Business Name_7:
Contact Name_8:
Address_7:
Phone_7:
Email_7:
Begin Date_7:
End Date_7:
undefined_7:
Business Name_8:
Contact Name_9:
Address_8:
Phone_8:
Email_8:
Begin Date_8:
End Date_8:
undefined_8:

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