Att_5_Consultant_Reference_Form.pdf
PDF 131 KB Posted
- Attached to
- RFO 25-1042
- Solicitation number
- 0000039107
- Issued by
- California
About this file
This is a Consultant Reference Form (Attachment 5) for RFO 25-1042, a Business Solutions Analyst Consulting Services opportunity in California. Respondents must submit three completed reference forms for their proposed consultant, with each reference coming from a different project. The consultant's references must be individuals who held management or supervisory roles on the referenced projects. Respondents complete items 1-12 of the form and provide it to the consultant's references, who then complete items A-E and return the form to the respondent for inclusion with the final offer submission.
References are evaluated on a pass-or-fail basis using a satisfaction rating scale with values of 0 (Unsatisfactory), 1 (Marginal), 2 (Satisfactory), and 4 (Excellent). References must score a minimum of 11 total points across five evaluation criteria: overall performance, communication effectiveness, ability to handle conflicting priorities, knowledge in required areas of expertise, and timely completion of contractually required work. Each criterion is scored individually, and the reference contact must sign and date the completed form certifying the accuracy of the information provided.
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Other files
| File | Type | Posted |
|---|---|---|
| Att_1_Sample_Agreement.pdf | ||
| Att_4_Consultant_Experience_Worksheet_and_Resume.pdf | ||
| Att_3_Narrative_Response.pdf | ||
| Att_2_Cost_Worksheet.xlsx | XLSX spreadsheet | |
| RFO_25-1042.pdf | ||
| Question_and_Answer.pdf | ||
| Att_6_Understanding_and_Approach.pdf | ||
| Att_7_Assessment_Plan.pdf |
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Text version
RFO 25-1042
Attachment 5
ATTACHMENT 5
CONSULTANT REFERENCE FORM
Respondent Instructions: Complete three (3) Attachment 5 – Consultant Reference Forms for the proposed Consultant. 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 25-1024
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.
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:
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