Appendix F - Project References.docx

This is a project reference template document from the Commonwealth of Pennsylvania's Governor's Office of General Counsel, issued in connection with an Estate Recovery Counsel procurement by the Pennsylvania Department of Military and Veterans Affairs (DMVA). The document serves as Appendix F to a Request for Proposals and requires law firms submitting proposals to provide detailed information about similar past projects that demonstrate their qualifications and experience. Firms must document the name of the client, contract value, project nature and scope, duration with specific start and end dates, and explain how the referenced project compares to the Commonwealth's needs in terms of size, scope, complexity, and duration. Additionally, firms must specify the number of attorneys assigned, describe the startup, peak, and ongoing effort levels, and provide details about the client organization and the end users or customer audience served by the project.

The template mandates that firms provide contact information for a minimum of two reference contacts who were key stakeholders or project leaders directly involved with the referenced project. Each reference must include the contact's name, title, department, full address, telephone number, email address, and their specific role or relation to the project. These contacts must be individuals capable of validating the firm's role and responsibilities on the project and commenting on the quality of the firm's performance. The procurement itself addresses a specific need for legal services related to estate recovery matters, with potential for additional general legal work as designated by the DMVA Chief Counsel or the Governor's Office of General Counsel, issued pursuant to Executive Order 2015-2 and Commonwealth Procurement Code Section 518.