ATTACHMENT 15- BIDDER REFERENCE FORM.pdf

PDF 75 KB Posted

Attached to
Water Technical Access Portal (WaterTAP) 2. 0
Solicitation number
0000040529
Issued by
California

About this file

This is a Bidder Reference Form attachment for State of California Department of Technology RFP 26-014-280, issued October 2, 2026. The form establishes requirements and procedures for bidders to submit client references that validate their qualifications and performance on comparable projects. Bidders must submit one completed Bidder Reference Form (Attachment 15) corresponding to each Bidder Qualifications Form (Attachment 14) submitted. References must be from end users of development projects who held management or supervisory roles and cannot be from other contractors, bidding company employees, or current State employees without prior approval from the State Procurement Officer. Only one reference from the California State Water Resources Control Board is permitted. References must be consistent between the Bidder Qualifications Form and the Bidder Reference Form, and bidders are responsible for distributing both forms to their references for completion.

The reference contact completes items 8 through 19 and a signature block, providing project dates, prime contractor status, system implementation completion details, organizational change management activities, contract value, and bidder involvement descriptions. References rate bidder performance using a Pass/Fail scale across four evaluation criteria: effective project resource and deliverables management, solution architecture alignment with organizational requirements and constraints, data management process execution, and system testing and documentation delivery throughout the project lifecycle. References must declare they have reviewed the supporting documentation, were employed by the project client, and performed management or supervisory roles on the cited projects. The form requires signature, printed name, date, title, email, and phone contact information from the reference, with the Procurement Officer potentially contacting references to verify submitted information.

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ATTACHMENT 15: BIDDER REFERENCE FORM

ATTACHMENT 15: BIDDER REFERENCE FORM

Bidder Instructions: Complete items 1–7 of this attachment, ATTACHMENT 15: BIDDER REFERENCE FORM. One (1) ATTACHMENT 15: BIDDER REFERENCE FORM must be used for each corresponding ATTACHMENT 14: BIDDER QUALIFICATIONS FORM submitted. The Bidder's reference contact must complete the remainder of the form.

The Bidder's reference contact must have been:

• From the end user of the development project.

• In a management or supervisory role for the project.

The Bidder's reference contact must not have been:

• From another contractor or contracting company.

• An employee of the bidding company.

• A current State employee, unless the Bidder first contacts the State Procurement Officer to ensure the current State employee is not a member of the Evaluation Team or a State Water Resources Control Board Division of Drinking Water State employee, a State Water Resources Control Board Division of Information Technology employee, or Contractor. In addition, only one (1) reference from the California State Water Resources Control Board is permitted for this solicitation.

The reference information below must be consistent with the corresponding ATTACHMENT 14: BIDDER

QUALIFICATIONS FORM.

The Bidder must submit a completed ATTACHMENT 14: BIDDER QUALIFICATIONS FORM and the corresponding ATTACHMENT 15: BIDDER REFERENCE FORM to the Bidder's reference(s) for completion. The reference contact name(s) must have performed a management or supervisory role on the project cited to be considered responsive. References from another contractor or contracting company are not acceptable.

Reference Instructions: The Bidder’s reference completes items 8–19 and the signature block. For items 8-19, use the rating scale in the “Rating Scale” field, to rate your satisfaction with the bidder that performed the services described on the ATTACHMENT 14: BIDDER QUALIFICATIONS FORM. Provide only one (1) rating value for each question. The supplied Bidder Qualifications Form describes the provided services for your reference/verification. Complete the signature block with the date, name, title, State of California Department of Technology

RFP 26-014-280

BIDDER REFERENCE FORM

October 2, 2026 and contact information and return this form to the bidder.

Note: The Procurement Officer may contact you with your supplied contact information to verify. Please monitor your email accordingly. If a reference is not permitted either legally or by company/organization policy to sign the Bidder Reference Form, the reference must type or print its full name on the form and provide a brief statement outlining the reason they are not permitted to sign the Bidder Reference Form.

Section 1 (to be completed by Bidder) 1 Bidder:

2 Project Name:

3 Company Name of Bidder’s Reference (Client):

4 Reference Contact Name:

5 Reference Contact Title / Project Role:

6 Reference Contact Email and Telephone No.:

7 Name of the SaaS used on this project, if any:

Section 2 (to be completed by Client Reference) 8 Start Date of Bidder’s Involvement on Project (MM/DD/YYYY):

9 End Date of Bidder’s Involvement on Project (MM/DD/YYYY):

10 The Bidder that performed the work was the Prime Contractor. Yes ☐ No ☐

Did the Bidder complete the system implementation as contracted?

If Yes, enter the production implementation date of the project:

Yes ☐ No ☐

Bidder’s Involvement in this Project (role and responsibilities):

State of California Department of Technology

RFP 26-014-280

BIDDER REFERENCE FORM

Project Description:

14 Did the Bidder perform Organizational Change Management activities? Yes ☐ No ☐

15 Contract Value: $

Ratings Scale

Ratings Scale

Using the following scale:

Pass – The Bidder met your expectations

Fail – The Bidder did not meet your expectations.

Circle only one answer for each question (16–19) below.

Reference Ratings

(Pass / Fail)

Did the Bidder effectively manage project resources and deliverables to meet your objectives?

☐ Pass

☐ Fail

Did the Bidder provide a solution architecture that met your organization's requirements and constraints?

☐ Pass

☐ Fail

Did the Bider successfully handle data management processes during the project?

☐ Pass

☐ Fail

Did the Bidder deliver effective system testing and documentation throughout the project lifecycle?

☐ Pass

☐ Fail

State of California Department of Technology

RFP 26-014-280

BIDDER REFERENCE FORM

By completing this reference form, I declare the following:

1. I have reviewed the information contained in Section 1, items 1–7 above, and ATTACHMENT 14:

BIDDER QUALIFICATIONS FORM and the information is true and correct,

2. I am/was employed by the company for whom the cited project was completed; and

3. I performed a management or supervisory role on the cited project.

TO BE COMPLETED BY BIDDER'S REFERENCE

Signature:

Printed Name:

Date:

Title or role on the project:

Email:

Phone:

State of California Department of Technology

RFP 26-014-280

BIDDER REFERENCE FORM

ATTACHMENT 15: BIDDER REFERENCE FORM
ATTACHMENT 15: BIDDER REFERENCE FORM

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