6-RFP 06 Request for Client Information Form.pdf

PDF 175 KB Posted

Attached to
Clerk Recorder System (RMS)
Solicitation number
RFP27-21
Issued by
Los Alamos County, New Mexico

About this file

This is a Request for Client Information Form issued by the Incorporated County of Los Alamos Procurement Division in New Mexico for the Clerk Recorder System (RMS) procurement. The form requires offerors to provide detailed information about a minimum of three previous or current clients for whom they have provided similar services within the last three to five years. The form accommodates submission of up to five client references, with each entry requiring the client company name, address, contact person and title, email address, telephone number, period of service delivery, and a comprehensive description of services provided and outcomes achieved. The County reserves the right to contact any or all listed clients to verify information and request additional details as part of the evaluation process.

The form notes that if previous client information is confidential, offerors may designate it as such; however, if client references constitute a scored evaluation criterion, the inability to provide complete client information will result in lower evaluation scores. This client information submission is integral to the County's competitive evaluation process for selecting a records management system vendor that must support document imaging, AI-assisted indexing, OCR capabilities, integration with existing County financial and assessor systems, and a public portal for records access. No specific pricing terms, set-asides, incumbent information, response dates, or contract duration details are outlined in this particular form document.

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Text version

REQUEST FOR CLIENT

INFORMATION

Incorporated County of Los Alamos Procurement Division

101 Camino Entrada, Building 3 Los Alamos, NM 87544

Version:20250318

Please follow the instructions below to provide information about previous or current clients as requested in this form.

1. The County reserves the right to contact some or all of the clients listed to verify any information provided and to request that they provide additional information.

2. If previous client information is confidential, you may state so; however, if previous or current client information is a scored evaluation criteria, evaluation scores will reflect Offeror’s inability to include some or all of the requested information in the bid or proposal.

3. Provide a minimum of 3 previous or current clients for similar services performed in the last 3-5 years.

4. Information provided should include company name, address, contact name, position, e-mail address, telephone number, the period during which services were provided, a description of the services provided, and outcome of the engagement.

GENERAL INFORMATION

Offeror Company Name:

Solicitation No.:

Solicitation Title:

Name and Title of the Person Completing this Form

PREVIOUS OR CURRENT CLIENT INFORMATION

CLIENT 1

Company Name

Address

Contact Name and Position

E-mail Address

Telephone Number

Period During Which Services Were Provided

MM/DD/YY – MM/DD/YY

Description of Services Provided and Outcome of the Engagement

CLIENT 2

Company Name

Address

Contact Name and Position

E-mail Address

Telephone Number

Period During Which Services Were Provided

MM/DD/YY – MM/DD/YY

CLIENT 3

Address

Contact Name and Position

E-mail Address

Telephone Number

CLIENT 4

Address

Contact Name and Position

E-mail Address

Telephone Number

CLIENT 5

Company Name

Address

Contact Name and Position

E-mail Address

Telephone Number

Period During Which Services Were Provided

MM/DD/YY – MM/DD/YY

Company Name:
Address:
Contact Name and Position:
Email Address:
Telephone Number:
Period During Which Services Were Provided MMDDYY MMDDYY:
Description of Services Provided and Outcome of the Engagement:
Company Name_2:
Address_2:
Contact Name and Position_2:
Email Address_2:
Telephone Number_2:
Period During Which Services Were Provided MMDDYY MMDDYY_2:
Description of Services Provided and Outcome of the Engagement_2:
Company Name_3:
Address_3:
Contact Name and Position_3:
Email Address_3:
Telephone Number_3:
Period During Which Services Were Provided MMDDYY MMDDYY_3:
Description of Services Provided and Outcome of the Engagement_3:
Company Name_4:
Address_4:
Contact Name and Position_4:
Email Address_4:
Telephone Number_4:
Period During Which Services Were Provided MMDDYY MMDDYY_4:
Description of Services Provided and Outcome of the Engagement_4:
Company Name_5:
Address_5:
Contact Name and Position_5:
Email Address_5:
Telephone Number_5:
Period During Which Services Were Provided MMDDYY MMDDYY_5:
Description of Services Provided and Outcome of the Engagement_5:
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