6-RFP 06 Request for Client Information Form.pdf

PDF 175 KB Posted

Attached to
Property Tax Billing and Payment Processing Services State and local contract opportunity
Solicitation number
RFP26-43
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 Property Tax Billing and Payment Processing Services solicitation. The form requires offerors to provide detailed information about a minimum of three previous or current clients who received similar services within the last three to five years. For each client listed, offerors must submit the company name, address, contact name and position, email address, telephone number, service period, description of services provided, and engagement outcome. The form accommodates up to five client references and notes that the County reserves the right to contact any or all listed clients to verify information and request additional details.

The form indicates that client reference information may be a scored evaluation criterion in the competitive process. If offerors claim that previous or current client information is confidential, they may withhold it; however, evaluation scores will reflect the offeror's inability to provide complete reference information. This document serves as a standard evaluation tool to assess offeror qualifications and experience in delivering property tax billing, delinquent notice preparation, notice of valuation services, printing and mailing services, and electronic bill notice and payment processing capabilities.

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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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