Att_5_-_Consultant_Reference_Form.pdf

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Attached to
RFO 25-1024
Solicitation number
0000038907
Issued by
California

About this file

This is a Consultant Reference Form (Attachment 5) for RFO 25-1024, an Investigation Management System Improvements project for the State of California. Respondents must submit three completed reference forms for each of four proposed consultant positions: Project Manager, Business Solutions Analyst, User Experience/Interaction Designer, and Senior Software Engineer, totaling twelve reference forms. Each reference must come from a different project and be completed by someone who held a management or supervisory role on that project. Respondents complete items 1-12 of the form and submit it to the consultant's reference contact, who then completes items 13-17 and returns the form to the respondent for inclusion with the proposal submission.

References are evaluated on a pass or fail basis using a satisfaction rating scale where 0 equals Unsatisfactory, 1 equals Marginal, 2 equals Satisfactory, and 4 equals Excellent. The reference contact rates the consultant on five criteria: overall performance on services provided, effectiveness in oral and written communication with project members and stakeholders, effectiveness in dealing with conflicting priorities, knowledge in required areas of expertise, and ability to perform contractually required work in a timely manner. A reference must achieve a minimum total score of 11 points to pass. The reference contact must sign and date the completed form before returning it to the respondent.

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RFO 25-1024

Attachment 5

ATTACHMENT 5

CONSULTANT REFERENCE FORM

Respondent Instructions: Complete three Attachment 5 - Consultant Reference Forms for each proposed Consultant which is a total of twelve completed Attachment 5 – Consultant Reference Forms, (3 for the Project Manager, 3 for the Business Solutions Analyst, 3 for User Experience/Interaction Designer and 3 for the Senior Software Engineer). The Consultant’s reference contact must be someone who performed a management or supervisory role on the referenced project. Each reference must be from a different project.

The Respondent completes items 1-12 below and sends it to the Consultant’s Reference. Once reference forms are completed by the Reference and sent back to the Respondent, the Respondent includes the Consultant Reference with offer.

Reference Instructions: Complete items 13-17 of this form using the “Reference Satisfaction Rating” field to rate your satisfaction with the consultant that performed the services described in item 11 Project Description. Complete item 18 with the total score based on the scores provided on items 13-17.

Sign and date this Attachment 5 – Consultant Reference Form and return the form to the Respondent.

REFERENCES must be completed with all required information and evaluated on a pass or fail basis. In order to pass, the reference score obtained must total 11 points or higher.

CONSULTANT REFERENCE

1 Respondent Name:

2 Consultant Name:

3 TDDC MSA Classification:

4 Project Name:

5 Reference’s Company Name (of consultant’s reference):

6 Reference’s Contact Name (of consultant’s reference):

7 Reference’s Title:

8 Reference’s E-mail Address:

9 Reference’s Telephone Number:

10 Project Start and End Dates:

11 Project Description:

12 Project Contract Amount:

RFO 25-1024

Attachment 5

CONSULTANT REFERENCE

Reference Satisfaction Rating:

The Reference will use the following scale to rate satisfaction with the Consultant (staff) that provided the services described in item number 11 above. Circle one response for each question below.

0 = Unsatisfactory, 1 = Marginal, 2 = Satisfactory, 4 = Excellent 0 = The Respondent’s Consultant performance and abilities were unsatisfactory during this engagement.

1 = The Respondent’s Consultant performance and abilities were marginal during this engagement.

2 = The Respondent’s Consultant performance and abilities were satisfactory during this engagement.

4= The Respondent’s Consultant performance and abilities were excellent during this engagement.

Circle only one number for each question below.

13 How would you rate the individual’s overall performance on the services they provided? 0 1 2 4

How would you rate the individual’s effectiveness at communicating (orally and in writing) with project members and stakeholders?

0 1 2 4

15 How would you rate the individual’s effectiveness in dealing with conflicting priorities? 0 1 2 4

16 Rate the individual’s knowledge in the required areas of expertise for the engagement. 0 1 2 4

17 How would you rate the individual’s ability to perform contractually required work in a timely manner? 0 1 2 4

18 TOTAL POINTS

By signing below, I declare that I have reviewed the information contained in this Attachment 5

– Consultant Reference Form and that the information is true and correct.

DATE:

NAME:

REFERENCE SIGNATURE:

File details come from the government source that posted it. Updated .