7-Appendix E Organizational Refrence Questionnaire.docx

DOCX document 20 KB Posted

Attached to
Audit Services
Solicitation number
26-630-5000-0015
Issued by
New Mexico

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Organizational Reference Questionnaire for RFP #26-630-5000-0015 – Audit Services

This is an Organizational Reference Questionnaire document issued by the State of New Mexico Health Care Authority as part of a Request for Proposal (RFP) for audit services. The RFP requires offerors to submit a minimum of three organizational references to document their experience relevant to the Detailed Scope of Work and to evaluate their ability to provide services, performance under similar contracts, and capacity to provide knowledgeable and experienced staffing. Business references must submit completed questionnaires directly to Crystal Martinez at CrystalA.Martinez2@hca.nm.gov by April 1, 2026 at 5:00 PM MST/MDT. The questionnaire responses become part of the submitted proposal and may be used for validation by the state.

The questionnaire requires references to provide detailed information including organization name, contact information, project description, project dates, and technical environment. References are asked to rate the vendor across ten dimensions using a four-point scale (3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable), including knowledge and expertise, flexibility relative to scope and timeline changes, quality of hard-copy materials, staff dynamics, principal representatives' performance, product satisfaction, and overall recommendation. References are encouraged to provide comments supporting their ratings to help the State evaluate the offeror's service history, successful execution of services, and evidence of customer satisfaction. Questions regarding the form should be directed to the State of New Mexico Procurement Manager at 505-827-7130.

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APPENDIX E

ORGANIZATIONAL REFERENCE QUESTIONNAIRE

The State of New Mexico, as a part of the RFP process, requires Offerors to list a minimum of three (3) organizational references in their proposals. The purpose of these references is to document Offeror’s experience relevant to the Section IV.A, Detailed Scope of Work in an effort to evaluate Offeror’s ability to provide goods and/or services, performance under similar contracts, and ability to provide knowledgeable and experienced staffing.

Offeror is required to send the following Organizational Reference Questionnaire to each business reference listed in its proposal, as per Section IV.B.2. The business reference, if it chooses to respond, is required to submit its response to the Organizational Reference Questionnaire directly to: Crystal Martinez at CrystalA.Martinez2@hca.nm.gov by April 1, 2026 5:00 PM MST/MDT for inclusion in the evaluation process. The Questionnaire and information provided will become a part of the submitted proposal. Businesses/Organizations providing references may be contacted for validation of content provided therein.

RFP # 26-630-5000-0015

ORGANIZATIONAL REFERENCE QUESTIONNAIRE

FOR:

(Name of Offeror)

This form is being submitted to your company for completion as a reference for the organization listed above. Submit this Questionnaire to the State of New Mexico, Health Care Authority via e-mail at:

Name:Crystal Martinez
Email:CrystalA.Martinez2@hca.nm.gov

Forms must be submitted no later than April 1, 2026 5:00PM, and must not be returned to the organization requesting the reference. References are strongly encouraged to provide comments in response to organizational ratings. The comments you provide will help the State evaluate the above-referenced Offeror’s service history, successful execution of services and evidence of customer/client satisfaction.

For questions or concerns regarding this form, please contact the State of New Mexico Procurement Manager at 505-827-7130 & CrystalA.Martinez2@hca.nm.gov . When contacting the Procurement Manager, include the Request for Proposal number provided at the top of this page.

Organization providing reference

Contact name and title/position

Contact telephone number(s)

Contact e-mail address

Project description

Project dates (start and end dates)

Technical environment for the project your providing a reference (i.e., Software applications, Internet capabilities, Data communications, Network, Hardware);

QUESTIONS:

1. In what capacity have you worked with this vendor in the past?

COMMENTS:

2. How would you rate this firm's knowledge and expertise?

(3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable)

1. How would you rate the vendor's flexibility relative to changes in the project scope and timelines?

1. What is your level of satisfaction with hard-copy materials produced by the vendor?

(3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable, N/A = Not applicable)

1. How would you rate the dynamics/interaction between vendor personnel and your staff?

1. Who are/were the vendor’s principal representatives involved in your project and how would you rate them individually? Would you, please, comment on the skills, knowledge, behaviors or other factors on which you based the rating?

Name:Rating:
Name:Rating:
Name:Rating:
Name:Rating:

1. How satisfied are/were you with the products developed by the vendor?

(3 = Excellent; 2 = Satisfactory; 1 = Unsatisfactory; 0 = Unacceptable, N/A = Not applicable)

1. With which aspect(s) of this vendor's services are/were you most satisfied?

COMMENTS:

1. With which aspect(s) of this vendor's services are/were you least satisfied?

COMMENTS:

1. Would you recommend this vendor's services to your organization again?

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