7-RFP 06 Request for Client Information Form.pdf
PDF 175 KB Posted
- Attached to
- Financial and Compliance Audit Services
- Solicitation number
- RFP26-53
- 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 Los Alamos, New Mexico for the Financial and Compliance Audit Services solicitation. The form requires offerors to provide detailed information about a minimum of three previous or current clients for whom they have performed similar services within the last three to five years. For each client reference, offerors must submit the company name, address, contact name and position, email address, telephone number, period of service delivery, a description of services provided, and the outcome of the engagement. The County reserves the right to contact any or all listed clients to verify the information submitted and request additional details. If previous client information is deemed confidential, offerors may indicate this status; however, if client references are scored evaluation criteria, the inability to provide complete client information will result in lower evaluation scores.
The form contains five designated sections for client references, though offerors may need to provide additional client information depending on the solicitation requirements. No specific pricing terms, set-asides, incumbent information, or funding details are outlined in this form document, as it functions solely as a reference verification tool within the larger procurement process for Financial and Compliance Audit Services, which encompasses the State of New Mexico Audit Act requirements, Resource Pool Audits, Cost Allocation Plan Reviews, Lodger's Tax Audits, and Financial Assurances.
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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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