ATTACHMENT 16.10- Dashboard_Visualization Architect - REFERENCE FORM.pdf
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- Solicitation number
- 0000039767
- Issued by
- California
About this file
This is a Key Staff Reference Form for a Dashboard/Visualization Architect position related to RFP 27-ICH-001 issued by the State of California's Interagency Council on Homelessness. The form is designed to evaluate the qualifications and performance of proposed key staff members through reference validation. Bidders must complete Part A of the form with staff information, project details, and contract specifics, then submit the form to designated references who will complete Part B. References must be management or supervisory personnel who directly oversaw the staff member on the cited project and can validate the accuracy of the information provided.
The reference evaluation uses a satisfaction rating scale ranging from 0 (Unsatisfactory) to 8 (Exceeds Expectations), with 3 representing Marginal and 5 representing Satisfactory performance. References rate the staff member across six competency areas: overall performance, effectiveness in configuring business rules and system requirements, proficiency with data visualization tools and cloud platforms, expertise in designing and implementing Tableau Enterprise dashboards, capability in data analysis and user experience design, and effectiveness in Agile methodology and SCRUM framework project management. The total possible reference rating score is 56 points. The reference must sign the completed form and declare that they reviewed all provided information for accuracy, were employed by the project company, and held a management or supervisory role on the project.
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ATTACHMENT 16.10: Dashboard/Visualization Architect -
REFERENCE FORM
STAFF - REFERENCE FORM
Purpose: Based on the satisfaction ratings received from the proposed Key Staff's references, the State will use the ratings to score the Key Staff.
Instructions to Bidder: Complete Part A, items 1-8 of this Key Staff Reference Form, attach the corresponding Key Staff Qualifications Form and send to references to complete Part B, items 10-15.
Once the Key Staff Reference Form is completed, the Bidder must submit it with its proposal.
The Bidder must complete and submit a Key Staff Reference Form for each of the projects cited on the corresponding Key Staff Qualification Form.
Instructions to the Key Staff’s Reference: Complete Part B, items 10-15 of this form using the rating scale in “Reference Satisfaction Rating” field (item 9). Rate your satisfaction with the Key Staff who performed the services described in item 8, Project Description & Key Staff's role on the project, and confirm that the information in Part A is consistent and corresponds with the corresponding Key Staff Qualification Form attached. Complete the bottom of this Attachment and return the form to the Bidder.
PART A: TO BE COMPLETED BY BIDDER
1 Bidder:
2 Key Staff Name:
3 Project Name:
Name of Company for whom the Project was completed:
Contact Name and Information of the Key Staff's Reference:
Key Staff's Start and End Dates on the Project:
7 Contract Amount: $ $
Project Description & Key Staff's role on the project:
State of California California Interagency Council on Homelessness
RFP 27-ICH-001
Bidder Response
July 10, 2026
PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE
Reference Satisfaction Rating:
Using the following scale to rate the Key Staff's overall performance on the services provided:
0 = Unsatisfactory, 3 = Marginal, 5 = Satisfactory, 8 = Exceeds Expectations, NA = Not Applicable (Enter “Not Applicable” if the question does not apply to your experience and was not selected in the staff qualification form)
Circle only one number for each question (10-15) below.
Reference Ratings
Total Possible Rating Score =56.
10 How would you rate the individual’s overall performance? 0 3 5 8
How would you rate the individual’s effectiveness configuring and implementing business rules or system configuration items based on customer business process requirements?
0 3 5 8 NA
How would you rate the individual’s effectiveness in working with data visualization tools, database management, data integration, scripting, and cloud platforms?
0 3 5 8 NA
How would you rate the individual’s effectiveness in designing, developing, and implementing dashboards and visualizations using Tableau Enterprise?
0 3 5 8 NA
How would you rate the individual’s effectiveness in performing data analysis and user experience design?
0 3 5 8 NA
How would you rate the individual’s effectiveness in managing and delivering projects using Agile methodology and the SCRUM framework?
0 3 5 8 NA
How would you rate the individual’s effectiveness in the role they were in for the cited project?
0 3 5 8
By completing this reference form, I declare the following:
1. I have reviewed the information contained in Part A, items 1-8 above, and the corresponding Key
State of California California Interagency Council on Homelessness
RFP 27-ICH-001
Bidder Response
Staff Qualifications Form and the information is true and correct;
2. I am/was employed by the company for whom the project was completed; and
3. I performed a management or supervisory role on the cited project.
TO BE COMPLETED BY PROPOSED KEY STAFF'S REFERENCE
Signature:
Printed Name:
Date:
Title or role on the project:
Email:
Phone:
State of California California Interagency Council on Homelessness
RFP 27-ICH-001
Bidder Response
| ATTACHMENT 16.10: Dashboard/Visualization Architect - REFERENCE FORM |
| STAFF - REFERENCE FORM |
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