Appendix F - Project References.docx

Appendix F is a project reference template document used by the Commonwealth of Pennsylvania, Department of Revenue, to evaluate law firm qualifications for the Inheritance Tax Counsel contract opportunity. The appendix requires prospective vendors to submit detailed information about representative projects they have completed, demonstrating their capacity to handle inheritance tax matters at the county level. Firms must provide project references including the client name, contract value, project duration with start and end dates, nature and scope of work, and a detailed comparison of how the reference project aligns in size, scope, complexity, and duration with the Commonwealth's needs. Additionally, vendors must describe the staffing levels, including the number of attorneys assigned, and document the firm's effort levels during startup, peak, and ongoing phases of project execution.

The reference submission requires firms to identify at least two qualified contact persons from each reference project who can validate the firm's performance and responsibilities. These references must be key stakeholders or project leaders familiar with the firm's work quality and capable of addressing inquiries from the Commonwealth. For each reference contact, vendors must provide complete information including name, title, department, full address, telephone number, email address, and a clear description of their role and relationship to the project. This document serves as a standardized mechanism for the Commonwealth to assess vendor experience and credibility prior to awarding the inheritance tax legal services contract.