ATTACHMENT 16.2- Project Manager - REFERENCE FORM.pdf

PDF 54 KB Posted

Attached to
Cannabis Integration System (CSI) - DCC
Solicitation number
0000039409
Issued by
California

About this file

This is a Project Manager Reference Form used by a state or local government agency to evaluate and verify the qualifications and experience of project manager candidates for contract opportunities. The form serves as a standardized reference document designed to assess a candidate's professional competencies, project management capabilities, and performance history. The reference form requests detailed information about the project manager's experience with similar projects, their ability to manage budgets and timelines, stakeholder communication skills, and their overall effectiveness in previous roles. This document typically requires completion by employers, supervisors, or colleagues who can attest to the candidate's qualifications and provide specific examples of their project management performance.

The form functions as a vetting mechanism to ensure that selected project managers possess the necessary expertise, leadership qualities, and track record of success required for managing state and local contract deliverables. Completion of the reference form is generally mandatory for candidates applying to project manager positions within government contracts, and responses are evaluated as part of the overall selection and award process. The reference information collected provides agencies with third-party verification of candidate capabilities and helps mitigate risk by confirming that proposed project managers have demonstrated competency in managing similar government or complex projects. This attachment is typically part of larger procurement packages that may include project descriptions, scopes of work, and bidder qualifications documentation.

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ATTACHMENT 16.2: Project Manager - 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 10-13.

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 10-13 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 Department of Cannabis Control

RFP 2026-001

Bidder Response

June 19, 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

Circle only one number for each question (10-13) below.

Reference Ratings

(Total possible rating score = 32)

10 How would you rate the individual’s overall performance? 0 3 5 8

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

0 3 5 8

How would you rate the individual’s effectiveness in dealing with conflicting priorities?

0 3 5 8

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 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, supervisory, or Product Owner 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:

State of California Department of Cannabis Control

RFP 2026-001

Bidder Response

TO BE COMPLETED BY PROPOSED KEY STAFF'S REFERENCE

Phone:

State of California Department of Cannabis Control

RFP 2026-001

Bidder Response

ATTACHMENT 16.2: Project Manager - REFERENCE FORM

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