ATTACHMENT 17- KEY STAFF REFERENCE FORM.pdf

ATTACHMENT 17: KEY 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 each Key Staff Reference Form below, attach the corresponding Key Staff Qualifications Form and send to references to complete Part B for each member of Key Staff. Once the Key Staff Reference Forms are completed, the Bidder must submit them 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 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.

State of California Department of Motor Vehicles

RFP ISD26-3629

KEY STAFF REFERENCE FORM

TBD

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE - PROJECT MANAGER

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 (10-18) below.

Reference Ratings

(Total possible rating score = 72)

The individual managed a project with a contract value of at least ten million dollars ($10M) involving modernizing large legacy systems.

0 3 5 8

Key Staff 1 — Project Manager

PART A: TO BE COMPLETED BY BIDDER - PROJECT MANAGER

1 Bidder:

2 Key Staff Name:

3 Project Name:

4 Name of Company for whom the Project was completed:

5 Contact Name and Information of the Key Staff's Reference:

6 Key Staff's Start and End Dates on the Project:

7 Contract Amount: $

8 Project Description & Key Staff's role on the project:

State of California Department of Motor Vehicles

RFP ISD26-3629

KEY STAFF REFERENCE FORM

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE - PROJECT MANAGER

The individual managed a project with a contract value of at least ten million dollars ($10M) involving completing data cleansing, conversion, and migration activities.

0 3 5 8

The individual managed a project with a contract value of at least ten million dollars ($10M) involving developing functionality in Platform as a Service applications.

0 3 5 8

The individual managed a project with a contract value of at least ten million dollars ($10M) involving integrating enterprise applications with other internal and external systems.

0 3 5 8

The individual managed a project with a contract value of at least ten million dollars ($10M) involving managing third-party and internal cross-functional teams.

0 3 5 8

The individual performed knowledge transfer involving training and/ or training materials development.

0 3 5 8

The individual performed knowledge transfer involving system documentation (including tools used, mapping logic, challenges faced, and how they were addressed).

0 3 5 8

The individual performed knowledge transfer involving data analytics to identify opportunities for further optimization.

0 3 5 8

The individual managed a project involving large-scale systems supporting two (2) million transactions per day.

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 or supervisory role on the cited project.

State of California Department of Motor Vehicles

RFP ISD26-3629

KEY STAFF REFERENCE FORM

TO BE COMPLETED BY PROPOSED KEY STAFF'S REFERENCE - PROJECT MANAGER

Signature:

Printed Name:

Date:

Title or role on the project:

Email:

Phone:

RFP ISD26-3629

KEY STAFF REFERENCE FORM

Key Staff 12 - Senior Program Manager/Engagement Director

PART A: TO BE COMPLETED BY BIDDER - SENIOR PROGRAM MANAGER/ENGAGEMENT

DIRECTOR

1 Bidder:

2 Key Staff Name:

3 Project Name:

4 Name of Company for whom the Project was completed:

5 Contact Name and Information of the Key Staff's Reference:

6 Key Staff's Start and End Dates on the Project:

7 Contract Amount:

8 Project Description & Key Staff's role on the project:

RFP ISD26-3629

KEY STAFF REFERENCE FORM

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE - SENIOR PROGRAM MANAGER/

ENGAGEMENT DIRECTOR

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, 10 = Exceeds Expectations

Circle only one number for each question (9-16) below.

Reference Ratings

(Total possible rating score = 80)

The individual served in the specified role on a project with a contract value of at least ten million dollars ($10M).

How would you rate the individual’s overall performance?

0 3 5 10

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

0 3 5 10

How would you rate the individual’s technical skill (if applicable) and effectiveness in the role they were in for the cited project?

0 3 5 10

How would you rate the individual’s ability to handle challenges and meet deadlines?

0 3 5 10

The individual ensured a customer-centric approach, such as utilizing human-centered design principles, while analyzing requirements, executing tests, and validating solutions.

0 3 5 10

The individual served in the specified role on a project involving legacy system modernization to Salesforce implementation.

0 3 5 10

The individual served on a project on behalf of state department of motor vehicles.

0 3 5 10

RFP ISD26-3629

KEY STAFF REFERENCE FORM

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE - SENIOR PROGRAM MANAGER/

The individual worked within cross-functional teams, promoting knowledge transfer and collaboration between business analysts and QA consultants.

BBy 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 or supervisory role on the cited project.

TO BE COMPLETED BY PROPOSED KEY STAFF'S REFERENCE — SENIOR PROGRAM MANAGER/

Signature:

Printed Name:

Date:

Title or role on the project:

Email:

Phone:

State of California Department of Motor Vehicles

RFP ISD26-3629

KEY STAFF REFERENCE FORM

Key Staff 13 - Senior Solution Architect/Chief Architect

PART A: TO BE COMPLETED BY BIDDER - SENIOR SOLUTION ARCHITECT/CHIEF ARCHITECT

1 Bidder:

2 Key Staff Name:

3 Project Name:

4 Name of Company for whom the Project was completed:

5 Contact Name and Information of the Key Staff's Reference:

6 Key Staff's Start and End Dates on the Project:

7 Contract Amount: $

8 Project Description & Key Staff's role on the project:

RFP ISD26-3629

KEY STAFF REFERENCE FORM

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE — SENIOR SOLUTION ARCHITECT/

CHIEF ARCHITECT

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, 10 = Exceeds Expectations

Circle only one number for each question (9-16) below.

Reference Ratings

(Total possible rating score = 80)

The individual served in the specified role on a project with a contract value of at least ten million dollars ($10M).

How would you rate the individual’s overall performance?

0 3 5 10

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

0 3 5 10

How would you rate the individual’s technical skill (if applicable) and effectiveness in the role they were in for the cited project?

0 3 5 10

How would you rate the individual’s ability to handle challenges and meet deadlines?

0 3 5 10

The individual ensured a customer-centric approach, such as utilizing human-centered design principles, for while analyzing requirements, executing tests, and validating solutions.

0 3 5 10

The individual served in the specified role on a project involving legacy system modernization to Salesforce implementation.

0 3 5 10

The individual served on a project on behalf of state department of motor vehicles.

RFP ISD26-3629

KEY STAFF REFERENCE FORM

PART B: TO BE COMPLETED BY KEY STAFF'S REFERENCE — SENIOR SOLUTION ARCHITECT/

The individual worked within cross-functional teams, promoting knowledge transfer and collaboration between business analysts and QA consultants.

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 or supervisory role on the cited project.

TO BE COMPLETED BY PROPOSED KEY STAFF'S REFERENCE - SENIOR SOLUTION ARCHITECT/

Signature:

Printed Name:

Date:

Title or role on the project:

Email:

Phone:

State of California Department of Motor Vehicles

RFP ISD26-3629

KEY STAFF REFERENCE FORM

RFP ISD26-3629

KEY STAFF REFERENCE FORM

ATTACHMENT 17: KEY STAFF REFERENCE FORM