ATTACHMENT 2 -Customer Reference Form.pdf

PDF 95 KB Posted

Attached to
RFP C5612999
Solicitation number
C5612999
Issued by
California

About this file

This is a Customer Reference Form attachment for RFP C5612999 issued by the California Department of Corrections and Rehabilitation for an Incarcerated Persons Mail Scanning Solution. The form serves as a standardized template that bidders must complete to provide contractor and consultant references as part of their proposal submission. Bidders are required to submit three contractor references and three consultant references, with each reference completing a detailed evaluation form that includes the contractor's name, contract number, contract dollar amount, and primary contact information including name, title, phone, fax, and email address.

The form includes a seven-question rating scale designed to assess bidder performance across critical operational areas: timely delivery of products and services, quality of service delivery, system testing and documentation, customer service capabilities, and performance support. Each question is rated on a five-point scale ranging from Exceptional (5) to Unsatisfactory (1), with detailed performance descriptors. Additionally, the form permits reference checks to be substituted with direct interviews of prospective consultants or candidates, which can be approved through signature to initiate the onboarding process immediately. The form provides space for additional comments from the reference provider and is part of the formal evaluation criteria for determining bidder qualifications.

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Text version

Incarcerated Persons Mail Scanning RFP# C5612999 California Department of Corrections and Rehabilitation Attachment 2

(Rev 10/2022) Page 1 of 3

ATTACHMENT 2

CUSTOMER REFERENCE FORM

Bidder/Contractor:

Make copies of this form, the CDCR requires three (3) of your Contractor References

AND three (3) of your Consultant references. Please fill out only this section

Contractor’s (Bidder) Name Consultant’s Name (proposed) Contractor’s Customer Reference Name

Contract Number Dollar amount of the Contract Customer Contact Name and Title Phone Number Fax Number E-Mail Address

Rating Guidelines and Description of Rating Scale:

(This section to be filled out by the CDCR)

Exceptional (5) – Best-in-class performance. Performance met all contract requirements and exceeded several to the reference’s benefit. No issues were encountered.

Very Good (4) – Performance met all contract requirements and exceeded some to the reference’s benefit. There were a few minor issues, which were negligible.

Satisfactory (3) – Performance met contract requirements. There were some minor issues, and corrective actions taken by the Contractor were acceptable.

Marginal (2) – Performance did not meet the contractual requirements. There were issues, some of a serious nature, for which corrective action was only somewhat effective.

Unsatisfactory (1) – Performance did not meet contractual requirements. There were serious issues and the Contractor’s corrective actions were ineffective.

(Rev 10/2022) Page 2 of 3

Questions Rating (select one)

1. How would you rate the Bidder’s ability to deliver products/services in a timely manner?

N/A

2. How would you rate the Bidder’s quality of service delivery?

3. How would you rate the Bidder’s system testing and documentation?

4. How would you rate the Bidder’s Customer Service?

5. How would you rate the Bidder’s Performance Support?

6. How would you rate your level of overall satisfaction with the Bidder?

7. In the event no reference checks have been done, the reference check process may be substituted by completing “interviews” with prospective consultants/candidates.

I hereby attest to completing an interview with the prospective consultant/candidate, and approve them to work on this agreement. By signing this, I agree to have the onboarding process begin immediately.

X-___________________________________

Name: _______________________________

Date: ______________

(Rev 10/2022) Page 3 of 3

Additional comments:

File details come from the government source that posted it. Updated .