Att_5_Consultant_Reference_Form.pdf

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Attached to
RFO 25-1025
Solicitation number
0000039079
Issued by
Sacramento County, California

About this file

This is a Consultant Reference Form attachment for RFO 25-1025, a state or local solicitation requiring qualified consultant personnel. Respondents must submit six completed reference forms total—three for a proposed Technical Lead and three for a proposed Software Engineer. Each reference must originate from a different project and be completed by an individual who held a management or supervisory role during the referenced engagement. Respondents complete items 1 through 12 of the form with project and consultant details, then distribute the form to the consultant's references for completion. References complete the satisfaction rating section and return the form to the respondent, who includes all completed references with their proposal submission.

References are evaluated on a pass or fail basis, with a minimum threshold of 11 total points required to pass. References rate consultant performance across five criteria using a scale of 0 (Unsatisfactory), 1 (Marginal), 2 (Satisfactory), or 4 (Excellent). The five evaluation areas are overall performance on services provided, effectiveness in oral and written communication with project members and stakeholders, effectiveness in managing conflicting priorities, knowledge in required areas of expertise, and ability to perform contractually required work in a timely manner. References must certify the accuracy of information provided and sign the form before returning it to the respondent.

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RFO 25-1025

Attachment 5

ATTACHMENT 5

CONSULTANT REFERENCE FORM

Respondent Instructions: Complete three (3) Attachment 5 - Consultant Reference Forms for each proposed Consultant which is a total of six (6) completed Attachment 5 – Consultant Reference Forms, (3 for the Technical Lead and 3 for the 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 A-E 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 A-E.

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 25-1025

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.

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

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

0 1 2 4

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

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

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

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 .