ATTACHMENT 16.6- Business Analyst Lead - REFERENCE FORM.pdf

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

About this file

This is a Key Staff Reference Form attachment for the State of California Department of Cannabis Control RFP 2026-001, issued June 19, 2026. The form establishes the evaluation criteria and submission requirements for references of proposed key staff, specifically a Business Analyst Lead position. Bidders must complete Part A of the form with basic project and staff information, then distribute the form to references who will complete Part B. References must rate the key staff member's performance across four competency areas using a satisfaction scale ranging from 0 (Unsatisfactory) to 8 (Exceeds Expectations). Bidders are required to submit a separate reference form for each project cited on the corresponding Key Staff Qualifications Form. The reference must be a current or former manager, Product Owner, or supervisor who worked directly on the cited project and can verify the accuracy of the information provided by the bidder.

The reference satisfaction rating is scored on a total possible score of 32 points across four evaluation criteria: overall performance, communication effectiveness with project members and stakeholders, effectiveness in dealing with conflicting priorities, and effectiveness in the assigned project role. The reference must declare under penalty of misrepresentation that they have reviewed the relevant documentation, were employed by the company for which the project was completed, and held a management or supervisory role on the cited project. All reference forms must be completed and submitted with the bidder's proposal to be considered for evaluation of the proposed key staff qualifications.

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ATTACHMENT 16.6: Business Analyst Lead - 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, Product Owner 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:

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 16.6: Business Analyst Lead - REFERENCE FORM

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